Quest CE Introduces Instructor Led NAIC Annuity Suitability Training
The Instructor Led Training benefits producers who prefer to attend live training sessions, opposed to completing online self-study courses. Producers are guaranteed to complete training in one sitting, and are eligible to receive state insurance continuing education credit, without having to complete an exam at the end of the session.
The presentation is delivered in a PowerPoint format, and participants will have printed materials to follow and take notes. Additionally, Quest CE will supply attendance sheets for participants to complete to confirm their presence. At the end of the session, the attendance sheets will be collected, processed at Quest CE and certificates will be distributed to reflect fulfillment of the NAIC Annuity Suitability recommendation.
As a benefit to hosting a live NAIC Annuity Training session, representatives of sponsoring companies have the opportunity to gain valuable face time with producers. This allows sponsors to increase their ability to build valuable producer relationships.
Quest CE is committed to offering the most effective and comprehensive solutions to comply with the NAIC Suitability in Annuity Transactions Model Regulation. For questions regarding filing one of Quest CE’s annuity courses for a live seminar, contact Mike Kufahl at 414-375-3403 or e-mail at firstname.lastname@example.org.
About Quest CE
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 250 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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