California Occupational License

License Title:
    Life and Disability Insurance Analyst
Return to Occupation Profile
Licensing Agency:
     Department of Insurance
     Producer Licensing Bureau

Licensing Agency Contact Information:
     Address: 320 Capitol Mall
Sacramento,  CA  95814 - 4309

     Phone Number: (800) 967-9331
     Fax Number: (916) 327-6907

     Internet Address: http://www.insurance.ca.gov

License Requirements, Fees, and Examination Information:
A Life and Disability Insurance Analyst is a person who, for a fee or compensation of any kind, paid by or derived from any person or source other than an insurer, advises, purports to advise, or offers to advise any person insured under, named as beneficiary of, or having any interest in, a life or disability insurance contract, in any manner concerning that contract or his or her rights in respect thereto.

Qualifications:

• Minimum Age: 18 years

Residency: California residency is required

• Pre-licensing Experience/Education: Section 1849 of the California Insurance Code (CIC) was amended to clarify the eligibility requirements to qualify for the life and disability insurance analyst license.• Specifically, to qualify to apply for this license, individuals must be licensed as both a life-only (LO) and accident and health (AH) licensee for five years prior to taking the qualifying examination.

Fees: License Filing: $566

Fingerprints: The fee at the California Department of Insurance (CDI) test centers is $58.30. At a PSI test center, the fingerprint fee is $68.95.

Renewal: $566 each two-year license term.

Examination required: Yes

•Examination information: PSI Services, LLC, schedules the examinations for CDI's life and disability insurance analyst applicants. For scheduling examinations use PSI's. Examination Scheduling Service at http://media.psiexams.com/LC/apps/Attention.htm. Individuals may schedule their examinations with PSI either online or by telephone.

• Fingerprint impressions: Fingerprint impressions are required for all unlicensed resident and most non-resident applicants
• Average Time to Process Application: two to three weeks

. • Renewal Period: Two-year license term

For more information on this license use this URL: https://www.insurance.ca.gov/0200-industry/0050-renew-license/0200-requirements/life-disability.cfm.

Authority: Sections 1757.1-1757.3 of the CIC.
Occupations To Which This License Applies:
Occupation TitleSOC Code
Insurance Underwriters 132053