Licensees who became licensed in 2024 and after are required to take the new one-time training. The training must be completed by January 1, 2025. Agents licensed before 2024 are also required to complete the training but will not be required to do so until the next time they renew their California license.

Please note that SB 263 imposes additional training requirements for agents that sell variable life insurance. Consult with your broker-dealer for additional information.

New Business and Policy Change Guidelines

Please note the following details regarding how this training requirement will impact your new non-term life insurance business.

• Applications dated January 1, 2025, and after will be impacted by this new training requirement.
• If an application is taken and the training has not been completed, the application will not be processed. It will be closed by New Business/Policy Change once this determination is made. A new application and all supplemental forms that are dated after the training has been completed will be required.

Due to the above guidelines, it is very important that this training be completed before soliciting any non-term business in 2025.

Our company accepts training through several vendors—please provide a copy of your completion certificate to Agency Services for review. For support on locating vendors please contact the California Department of Insurance or visit the California Department of Insurance website at https://www.insurance.ca.gov/.

For questions about this requirement, please contact Agency Services by phone or email:

• Email: NAContracting@sfgmembers.com
• Phone: 866-322-7068