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| How to Get Started Selling LTCi |
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- You must have a valid California Life and Disability license.
- You must get 8 hours certification in long-term care insurance. This certification is valid for two years. Here are the options:
- Take an in-person class from Barry Fisher (you’ll learn a lot) or another trainer in your area.
- Take an online class from one of the providers below. Make sure you get the 8-hour class that meets CA State CTQ requirements for long-term care (it will say so on the class outline).
- www.affordableeducators.com
- www.webce.com
- Since you’ll often sell less than lifetime benefits, you should also take the training for the California Partnership for Long-Term Care. This class must be taken in person. Some local providers are:
- Sandi Kruise: www.kruise.com
- Sandy Miley: Miley Education & Insurance 800-296-8440
- Tom Orr: www.tomorr.com
- Get contracted with our carriers. We work with an online service called Efficient Forms. This allows you to go online once and enter all the information for all carriers you wish to sell. The process takes about 20 minutes. Have your insurance license number and your Errors & Omissions insurance policy number with you to get it all finished in one sitting.
- Contact your BJFIM/Paradigm Marketing Representative for an overview of how we work. If you don’t have a Marketing Representative yet, contact Susan Blais at 818-883-8700, ext. 210.
- Attend our training seminars or online webinars to learn how to sell LTCi the 21st-century way and to keep abreast of breaking news in the LTCi industry.
- Review your client files and notify all your clients age 45 to 65 that you offer long-term care insurance. We have a number of marketing pieces available to make this simple for you.
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