If you are holding an active insurance license in both Life & Health or Property Casualty, you know that meeting CE requirements, on time and correctly, is a non-negotiable part of staying licensed and compliant. That is where Success CE stands out. Here is why many agents use Success CE to renew their Life and […]
Effective January 1, 2026, CDI will officially eliminate the long-standing California 20-hour prelicensing education requirement for insurance producers. This major regulatory update, established under AB 943 (Chapter 566, Statutes of 2025), reshapes the path to licensure for new agents across Life, Health, Property, Casualty, Personal Lines, Commercial Lines, and Limited Lines Automobile. However, one part […]
The insurance industry is no stranger to regulatory change, and 2025 has already brought a wave of updates at both the federal and state level. From healthcare reforms to property and casualty adjustments, regulators are tightening oversight and responding to evolving risks. Below is a summary of the most significant updates—and what they mean for […]
Property and casualty (P&C) insurers are facing an undeniable reality—climate change is no longer a distant risk, it’s a daily business challenge. Wildfires, hurricanes, floods, and severe storms are happening with greater frequency and severity, driving losses to record levels. For insurers, this means higher claims, rising reinsurance costs, and difficult decisions about where and […]
Starting January 1, 2025, California life agents who sell variable life insurance policies must complete a new two-hour continuing education (CE) course before each license renewal. This requirement, established by Senate Bill 263 (SB 263), adds Section 1749.81(b) to the California Insurance Code and applies to both resident and non-resident agents. What is a Variable […]
Effective January 1, 2025, California has introduced a new continuing education (CE) requirement for life insurance agents. The Four-Hour Life Insurance CE Requirement, from Senate Bill 263 (SB 263), mandates that life agents licensed on or after January 1, 2024, complete a four-hour training course before soliciting individual consumers to sell certain life insurance policies. […]
Summer is often a time for relaxation, vacations, and enjoying the outdoors—but it’s also a great opportunity to help your clients secure their financial futures. While the warmer months can be a slower time for some industries, when it comes to life insurance, summer offers unique opportunities. Whether you’re a seasoned agent or new to […]
Starting your career in life insurance sales is a big step, and while the industry offers great earning potential and the chance to make a difference in people’s lives, it also requires dedication, a strong work ethic, and a willingness to learn. Whether you’re just getting licensed or trying to find your first client, these […]
The ongoing turbulence in the stock market—driven by inflationary pressures, interest rate fluctuations, and geopolitical uncertainty—has significantly influenced investor behavior. As risk aversion grows, annuity sales are seeing notable shifts. It’s important that Industry professionals are aware of the impact of market volatility on annuities in order to stay ahead of these trends. Understanding how […]
The re-election of President Donald Trump is poised to bring significant changes to the insurance industry. Here we’ll discuss, how the Trump administration will impact the insurance industry. Healthcare Policy and Medicaid Adjustments The Trump administration has signaled intentions to reform healthcare policies, particularly concerning Medicaid. Reports suggest that Republicans are considering reducing Medicaid funding […]