Texas Partnership Training
Tour Frequently Asked
Questions
1. What is the LTC Partnership?

Under section 6021 of Public Law 109-171 the Defict Reduction Act of 2005 (DRA),  States may provide asset disregards
(and related estate recovery offsets) for Medicaid applicants who receive benefits under qualified long term care
insurance policies (partnership policies) that were purchased in the same state.

In essence for every dollar of Long Term Care Insurance purchased a dollar of assets are protected from Medicaid
recovery.

2.
Do I have to be certified to sell Long Term Care Insurance in Texas?

The short answer is yes!  H.B. 1834 & S.B. 22 enacted by the Texas Legislation established Partnership Plans and
required training. Training requirements were released August 6, 2008. The ability to sell Partnership Plans requires 8
hours of NAIC model LTCI and Partnership Training and 4 hours more every two year license cycle. Training must be
completed prior to January 1, 2009 or the introduction of a specific company’s Partnership product. When a company
has its Partnership product approved they will require certification for any Long Term care Sales. The bottom line is you
must be trained and certified to sell LTCi going into next year.

3. Does the 8 hours count toward required 30 hours of CE for license renewal?

Yes it will count toward Texas CE requirement.

Supporting Documentation:

AHIP

TITLE 28. INSURANCE Part 1 TDI Chapt. 19 Agent Licensing

TITLE 28. INSURANCE Part 1 TDI Chapt. 3 Life, Accident and Health Insurance and Annuities