{"code":"INS","codeName":"Insurance Code","section":"785.4","citation":"Ins. Code, § 785.4","status":"in-force","lawOn":"2026-09-28","headings":[{"name":"DIVISION 1. GENERAL RULES GOVERNING INSURANCE [100. - 1879.8.]","url":"https://blackletter.si/insurance-code/division-1"},{"name":"PART 2. THE BUSINESS OF INSURANCE [680. - 1879.8.]","url":"https://blackletter.si/insurance-code/division-1/part-2"},{"name":"CHAPTER 1. General Regulations [680. - 1113.]","url":"https://blackletter.si/insurance-code/division-1/part-2/chapter-1"},{"name":"ARTICLE 6.3. Senior Insurance [785. - 789.10.]","url":"https://blackletter.si/insurance-code/division-1/part-2/chapter-1/article-6.3"}],"history":"Added by Stats. 2012, Ch. 653, Sec. 2.   (SB 1170)   Effective January 1, 2013.","effective":"2013-01-01","html":"<p>(a) It shall be unlawful for any insurance agent who is not licensed as an attorney to deliver to a person who is 65 years of age or older, a living trust or other legal document, other than an insurance contract or other insurance product document, if a purpose of the delivery is to sell an insurance product.</p><p>(b) It shall be unlawful for any insurance agent who is licensed as an attorney to deliver to a person who is 65 years of age or older, a living trust or other legal document, other than an insurance contract or other insurance product document, unless the insurance agent complies with Section <a href=\"/bpc/6175.3\">6175.3</a> of the Business and Professions Code.</p>","text":"(a) It shall be unlawful for any insurance agent who is not licensed as an attorney to deliver to a person who is 65 years of age or older, a living trust or other legal document, other than an insurance contract or other insurance product document, if a purpose of the delivery is to sell an insurance product. (b) It shall be unlawful for any insurance agent who is licensed as an attorney to deliver to a person who is 65 years of age or older, a living trust or other legal document, other than an insurance contract or other insurance product document, unless the insurance agent complies with Section 6175.3 of the Business and Professions Code.","otherVersions":[],"url":"https://blackletter.si/insurance-code/senior-insurance-785-4","source":"California Legislative Information bulk export (pubinfo)"}