Press release
Quest CE Offers Texas 4 Hour Annuity Suitability Training Requirement Course
The Texas Department of Insurance (TDI) has adopted rules to implement legislation passed by the Texas Legislature. The legislation relates to certification and CE requirements for the sale of annuities.Annuity Producers Initial Certification Training
All Texas resident licensees who were actively licensed before April 1, 2010, may continue offering, soliciting or selling annuities to Texas residents until the time of his or her license expiration date. Initial annuity certification training must be completed before the license expiration date in order for the agent to continue offering, soliciting or selling annuities to Texas residents.
All new Texas resident licensees who become licensed on or after April 1, 2010, must complete four hours of Department certified annuity training prior to offering, soliciting or selling an annuity to a Texas resident.
Licensees may count the hours required for the initial certification training and CE toward the completion of the continuing education requirements otherwise prescribed in the Insurance Code for the licensee. Licensees who may qualify for the longevity exemption (20 years or more continuous licensed) are NOT exempt from the provisions of the rules to market or sell annuities.
Course Information
Quest has recently authored an online course that will comply with the new Texas Annuity Suitability Training requirements.
For more information on the Texas 4 Hour Annuity Training Course contact Quest's sales department at 877.593.3366 or sales@questce.com.
Over the past 20-plus years, Quest CE has built a reputation of being the premier provider of Continuing Education to the financial services industry. In addition to offering Third Party Administration for insurance continuing education (CE) for professionals holding insurance licenses and professional designations like the CFP, CPA, CLE, CIMA and CLU/ChFC designations, we also provide a complete spectrum of compliance training solutions both “live” and through online/self-study programs.
Quest CE
10850 W Park Place
Suite 1000
Milwaukee, WI 53224
877-593-3366
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