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Montana PreLicense Exam Prep Requirements


Montana PreLicense Education Requirements

Individual Resident Producer Requirements

To qualify for a resident Montana insurance producer license, the applicant must satisfy the following requirements:
  • Be at least 18 years of age
  • Be a resident of Montana
  • Be appointed as a producer by an authorized insurer
  • Be competent, trustworthy and of good reputation
  • Have experience or training or be otherwise qualified in the kind(s) of insurance for which he/she is to be licensed and be reasonably familiar with the provisions of this code which govern his/her operations as a producer
  • Pass the license examination
  • Submit fingerprints
  • File a license application

Before making an exam reservation applicants should thoroughly review the State of Montana Licensing Candidate Handbook. The Candidate Handbook and additional licensing information can be accessed by clicking on the tabs above.

Montana PreLicense Product Training Requirements

Annuity Training

State required training for insurance producers that sell annuity products.

Effective January 1, 2018: All producers currently licensed to sell, solicit, and negotiate annuity products in Montana, must complete a one-time annuity training course no later than January 1, 2018. All producers licensed on or after January 1, 2018 must complete this training prior to selling, soliciting, or negotiating such products.
*Producers who satisfy the training requirements of another state that are similar to the Montana law, will be deemed compliant for the Montana 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.

Additional Information

Montana PreLicense Exam Prep Course Requirements

Prelicense Course Delivery

Applicants must read each lesson before they can proceed to the next lesson.

Montana PreLicense Exam Prep Exam Requirements

Prelicense Course Exam

  • Passing Score: PreLicense.com suggests students pass PreLicense.com' Practice exam with a score of 75% or higher.
  • Exam Proctor Requirements: The Practice exam does not require a proctor.

Reporting and Montana PreLicense Exam Prep Certificates of Completion

Certificate of Completion

The Montana Commissioner of Securities and Insurance does not require a PLE certificate of completion.

State Reporting Requirements

The Montana Commissioner of Securities and Insurance does not require PLE course completions to be reported.

Montana PreLicense Application Process

License Application Process

  1. Make an Exam Reservation: You can make a reservation online by visiting www.pearsonvue.com or by calling Pearson VUE at (800) 274-8906.

  2. Materials Needed to Apply: Candidates must present two (2) forms of current signature identification. The name on the identification must exactly match the name on the registration. The primary identification must be government-issued and photo-bearing with a signature, and the secondary identification must contain a valid signature. Identification must be in English.

    Exam Format: The passing score required on each exam is 75%.

  3. Make a fingerprint reservation: Fingerprints are required for all residents. Fingerprints are valid for 12 months. The fee for digital fingerprinting is $48.75, and includes the state DOJ and FBI check fees. Candidates must first call Pearson VUE to make their exam registration. After scheduling the examination, you must contact IdentoGO By MorphoTrust USA who provides a digital fingerprinting service to schedule a fingerprinting session. You can contact IdentoGO By MorphoTrust USA at 1-866-761-8069, or, https://pearsonwest.ibtfingerprint.com.

  4. Apply for a license: Apply online at www.nipr.com. After passing the examination, apply for your license by contacting the Montana Insurance. For more information regarding obtaining a license go to http://csimt.gov/insurance/licensing.

Transfer Montana PreLicense Application Process

Transfer Producer Requirements

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.

License Application Process

Non-Resident Montana PreLicense Exam Prep Requirements

Non-Resident License Requirements

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.

License Application Process

Application Process: Click here for the Uniform Application for Individual Producer License/Registration

Fingerprint Requirements: Fingerprints are not required for non-resident applicants in Montana.

Montana PreLicense Contact Info

Montana Commissioner of Securities and Insurance

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

Pearson VUE


The licensing information presented here is a brief summary only and is not intended to be comprehensive or complete. We urge you to check with your state's insurance department for complete and current information about its licensing rules and requirements.