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Current Catalog:

Montana Insurance Exam Prep & Licensing Requirements

Student Handbook

License Application

Exam Outline

Exam Registration

What are the Insurance Exam Prep education requirements for Montana?

Montana does not require licensing candidates to complete prelicensing education; however, it is recommended to complete an exam prep course before attempting to take your state’s licensing exam.

How to get an insurance license in Montana

Meet the general eligibility criteria
- Be at least 18 years of age
- Be a resident of Montana
- Be appointed as a producer by an authorized insurer

Prepare for state licensing exam
- Use the WebCE Exam Prep courses to better prepare you to pass the state licensing exam.

Register and pass state licensing exam
- Make an exam reservation at www.pearsonvue.com/mt/insurance or by calling (800) 274-8906.
Before making an exam reservation applicants should thoroughly review the State of Montana Licensing Candidate Handbook by clicking on the Student Handbook button above.

Submit fingerprints
- Montana requires all resident insurance licensing candidates be fingerprinted prior to submitting a license application.
- After scheduling the examination, please visit https://csimt.gov/insurance/licensing/ for fingerprinting directions and to schedule your fingerprint appointment.

Apply for a License
- After passing your licensing exam, complete the insurance license application online at www.nipr.com. For more information regarding obtaining a license go to https://csimt.gov/insurance/licensing.

What are the WebCE Montana Insurance Exam Prep course requirements?

WebCE insurance exam prep courses follow the state exam content outlines. Students should read each lesson before proceeding to the next lesson.
WebCE suggests students pass the closed-book non-monitored Exam Prep Practice exam with a score of 75% or higher and then utilize Exam Tutor and Flash Tutor for further practice before your exam day.

What is the access period for WebCE Montana Insurance Exam Prep courses?

90 days from the date of purchase. One additional extension for an additional 90 days can be purchased for $50.

How often does WebCE report Montana Insurance Exam Prep course completions?

WebCE does not report exam prep course completions as the Montana Commissioner of Securities and Insurance does not require course completions to be reported.

Does WebCE supply a certificate of completion for Montana Insurance Exam Prep courses?

Online PDF certificates of completion are available to print immediately after passing the WebCE course exam. Certificates are for personal records and is not required for the state exam.

What is the process to transfer an insurance license to Montana?

Candidates moving to Montana wishing to qualify for a Montana license without taking an examination must meet the following requirements:

Currently licensed for the same line of authority in another state or
License application is received within 90 days of cancellation of former home state license and license was in good standing in that state at time of cancellation.

Apply online

What is the process to obtain a non-resident insurance license in Montana?

Non-residents may apply by reciprocity and are exempt from the examination requirement, as long as they are currently licensed as a resident and in good standing in their home state.

Apply online

Are there any Montana insurance product specific training requirements?

Before selling, soliciting or negotiating the following products, insurance license holders are required to complete the training outlined below. These training hours can be used toward the total CE hours required to renew the license.

Annuity Best Interest Training

State required training for insurance producers that sell annuity products.

Annuity Best Interest Training
Hours: 4
Frequency: One-time training of a 4-Hour Annuity Suitability and Best Interest Standards course must be complete prior to selling annuity products.

Residents and non-residents who have completed training including the NAIC Best Interest Standards in another state with laws similar to Montana law will be deemed compliant with this requirement.

Additional Information

Long-Term Care Training

State required training for insurance producers that sell long-term care products.

Initial Training
Hours: 8
Frequency: One-time training must be complete prior to selling LTC products.

Ongoing Training
Hours: 4
Frequency: Ongoing training must be completed every 24-months, following the initial training requirement.

Residents and non-residents who satisfy the training requirements of another state with laws similar to Montana's law will be compliant with the requirement.

Additional Information

NFIP Flood Training

State required training for insurance producers that sell flood insurance products.

NFIP Flood Training
Hours: 3
Frequency: One-time training must be complete prior to selling flood insurance products.

Additional Information

Who to contact for additional questions

Montana Commissioner of Securities and Insurance

Phone: (406) 444-2040
Website: www.csimt.gov
Mail: 840 Helena Avenue Helen, MT 59601

Pearson VUE

Phone: (800) 274-8906
Website: www.pearsonvue.com

This information is based on state laws and regulations and is subject to change. WebCE makes every effort to make sure this information is current and accurate, however, WebCE is not engaged in rendering legal or professional advice and shall not be held responsible for inaccuracies contained herein. We urge you to check with your state's insurance department for complete and current information about its licensing rules and requirements.

Last updated on 8/31/2026

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