Becoming a NYS Partnership-Certified Agent

Provider Approval #NYPO-100417

In order to sell or market New York State Partnership for Long-Term Care insurance, the New York State Department of Health requires New York State licensed agents to complete an online training and pass an online monitored exam to become Partnership-certified. The training takes about six (6) hours to complete.

The training and exam are not a requirement of the New York State Department of Financial Services. However, the New York State Department of Financial Services has approved this training for six (6) continuing education (CE) credits which may be used for license renewal by agents and brokers who complete the training and pass the exam.

New York State licensees eligible for continuing education credits are:

•  BR (Brokers)

•  C1 (Life Consultants)

•  LA (Life/Accident and Health Agents)

•  LB (Life Broker)

•  LSB (Life Settlement Broker)

•  PC (Property and Casualty Agents)

If you are already certified to sell or market Partnership insurance it is not mandatory to do this training. If you would like to do the training without receiving CE credits or paying the $100 fee you can still sign into the training as a refresher.

 

Step 1 - System Requirements:

This online training requires the following:

• Internet access with a high-speed connection; Internet Explorer 7+ (*preferred).
• You will need the most current Adobe Reader (free download from http://get.adobe.com/reader/).

Step 2 - Registration:

Print and complete the Registration Form. Mail the completed registration form and a check in the amount of $100 payable to NYS Partnership Program/HRI to:

NYS Partnership for Long-Term Care
NYS Department of Health
One Commerce Plaza, Rm. 1620
Albany, NY 12210

Please note:

• Checks are non-refundable.
• Money orders are preferred.
• Cash or credit cards are not acceptable forms of payment.
• You will not be able to take the exam until we have received your registration form and check.

Step 3 – Approved Monitor:

A New York State Department of Financial Services approved monitor must be present during the exam in order for certification to be valid. The presence of a monitor may involve an additional fee. For a list of currently approved New York State monitors, click here: Monitor Search

Once you have hired a monitor please send him/her these two documents:

• Monitor Duties
• Monitor Affidavit

Step 4 – Self-Enrollment:

To access the online training, click here http://nyspltctraining.org/login/index.php

Please note:

• You will need to create a user name and password.
• Go to the self-enrollment located on the right of the page. Please read through the training material in its entirety.
• Once you login you will have 30 days from enrollment to complete the training and exam.

Step 5 – E-Learning:

Before you enroll in the e-learning, please remember to mail your completed registration form and check to the State Partnership office (see Step 2). The e-learning consists of three New York State Partnership for Long-Term Care agent training modules. At the end of each module, there is a quiz to test your knowledge of the material related to the corresponding module. Please note that the quizzes are designed to test your understanding of the material; they are not the actual exam. The e-learning also consists of one PowerPoint presentation.

Step 6 – Schedule Exam:

The New York State Department of Financial Services requires that you have an approved monitor present when you take your certification exam (see Step 3).

Once you have hired a monitor and chosen a date for your exam, please inform the monitor that he/she must email the State Partnership office at nypltc@health.ny.gov for the exam key code. In order to be issued a key code, the email must contain the following:

• A current copy of the New York State Department of Financial Services Approved Monitor document
• The monitor’s phone number
• The student’s full name
• The students New York State Insurance License #
• Expected date of exam

Please allow 48 hours to receive the key code; longer on weekends and national holidays. The State Partnership office is staffed 7:00 AM to 4:30 PM Monday through Friday, except national holidays.

Step 7 – Take Exam:

A New York State Department of Financial Services approved monitor must be present during the exam in order for certification to be valid. At the end of the exam, the Monitor Affidavit must be signed by both the student and monitor to certify that these steps have been followed. A certification will not be awarded until the affidavit with both signatures is received by the State Partnership office.

The affidavit can be faxed to 518-474-1428 or mailed to:

NYS Partnership for Long-Term Care
NYS Department of Health
One Commerce Plaza, Rm. 1620
Albany, NY 12210

Please note:

• The exam contains three sections with a total of 50 questions and you are allowed one hour. Grade is pass/fail.

  Section 1: 17 Medicaid Questions
  Section 2: 27 Partnership Questions
  Section 3: 6 Long-Term Care Questions

  In order to pass this exam agents must correctly answer
  12 out of 17 Medicaid questions (Section 1) and
  23 out of 33 Partnership and Long-Term Care questions (Sections 2 & 3)

• If you pass you will be notified by email as to when you can expect to receive your certification documents. The State Partnership office will notify the New York State Department of Financial Services of your successful completion of CE credits. You are responsible for notifying any insurance companies.
• If you do not pass you will be notified by email with directions on how to schedule a retake exam. The first retake exam is free. The retake exam will also require the presence of a New York State Department of Financial Services approved monitor. If you do not pass the second time, you must purchase the course again.

   

 

 

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