Effective July 23, 2023, pre-licensing education (PLE) is no longer required in Washington. Below are some recommendations for providers interested in offering PLE.
Procedures
We recommend 20 hours of study for each line of authority, with a curriculum based on the exam content outlines to prepare students to pass the state insurance exam.
Recommended disclosures to students:
- Course tuition fee
- Referral, rebate and refund policy
- Prohibited examination behavior
- Licensing requirements
Records and reports
For any PLE courses offered prior to July 23, 2023, the PLE provider must keep the following records for at least three years from the date the record was created:
- Provider, program director, instructor and course applications
- Provider-approval letter
- Provider-renewal letters
- Student registration/enrollment form
- Attendance register (if lecture) documenting at least 20 hours of study
- Study log (if self-study) documenting at least 20 hours of study
- Certificate of completion, with course information and authorized signature
- Course evaluations (completed by students)
- Course materials
- Instructional lesson plan for each course
- Tuition account records, including, rebates, referrals and refunds
- Monthly rosters
- Correspondence related to PLE courses
- Provider personnel records, including background check
This records requirement does not apply to courses offered on or after July 23, 2023.