Quest CE’s Colorado Annuity Training Course Approved
The course provides the mandatory training and education required by Colorado licensed producers who desire to or currently sell, solicit or negotiate the sale of annuities. It addresses all of the topics required under Colorado Insurance Regulation 1-2-4 for a one-time, four (4) hour annuity training course, needed to be completed no later than December 31, 2011.
Non-resident producers selling annuities in Colorado are required to complete annuity training. If the non-resident has completed training in another state it will satisfy Colorado’s training requirement, provided the course completed is substantially similar in content to the Colorado annuity course.
Featured in the “Colorado 4-Hour Annuities Training Course”, the student will find:
• a complete basic understanding of annuities
• examples, references and citations that illuminate complex points of annuities
• comprehensive text with cohesive narrative explanation
• the importance of annuities and how it benefits the consumer
• obstacles and relevant solutions associated with annuities as they relate to appropriate sales practices, replacement and disclosure requirements
Quest CE is dedicated to providing compliance driven solutions. Quest CE offers specific annuity, ethics and law courses, approved to meet state-specific requirements. State-specific courses are accessible for California, District of Columbia, Florida, Hawaii, Iowa, Oklahoma, Oregon, Rhode Island, Texas and Wisconsin. Additional ethics courses are obtainable to assist producers in completing mandatory ethics requirements.
Quest CE is also proud to offer specific annuity courses for Iowa, Oklahoma, and Wisconsin, whom have adopted the NAIC Suitability in Annuity Transactions Model Regulation recommendation. This Model Regulation was adopted to set standards and procedures for suitable annuity recommendations and to require insurers to establish a system to supervise recommendations so that the insurance needs and financial objectives of consumers are appropriately addressed.
To view Quest CE’s online course library Click Here (or visit http://learn.questce.com/). For inquiries, please contact Quest CE at 877.593.3366 or e-mail Quest at email@example.com.
Since 1986, Quest CE has built a reputation of being the premier provider of Compliance Education to the financial services industry. In addition to offering Providership Administration and insurance continuing education (CE) for professionals holding insurance licenses and professional designations like the CFP, CPA, CLE, CIMA and CLU/ChFC designations, Quest also provides a complete spectrum of compliance training solutions including the Financial Industry Regulatory Authority (FINRA) annually required Firm Element Training for registered representatives, On-demand Annual Compliance Meetings, Annual Compliance Questionnaires, Needs Analysis Surveys, Outside Business Activity Tracking, Gifts and Entertainment Tracking and Political Contributions Tracking.
With a client retention rate of 97.5% and a growth rate of over 500% since January 1, 2005, more and more people are discovering why Quest CE is the Next Generation of Compliance Training Solutions. Quest CE serves more than 230 leading insurance carriers, broker/dealers, banks, and other financial institutions. Quest is a privately held firm which allows us to quickly meet the ever-changing needs of their clients. Quest’s commitment is to provide advanced custom solutions at cost effective rates while providing a level of service that greatly surpasses that of our competitors. Quest provides a single source solution for organizations training and compliance needs, saving you both time and money.
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Milwaukee, WI 53224
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