Quest CE Celebrates Two-Year Anniversary of its Industry Leading NAIC Suitability Solution
“We are extremely proud that our platform has become the number one resource for NAIC Annuity Suitability training,” said Quest CE President and CEO Alan Krenke. “Delivering ‘The Next Generation of Compliance Training Solutions’ is more than our slogan – it’s how we do business.”
Quest CE’s single-source solution streamlines the broker-dealer, carrier and producer relationship by providing a seamless access point to the NAIC Annuity Suitability platform. In three easy steps producers can choose their product training from a list of participating carriers, select their broker-dealer and access their state’s annuity suitability training. If producers are in need of state continuing education credits, their NAIC training course can also qualify as part of their annual continuing education requirements.
Featuring the industries only automated reciprocity engine, Quest CE’s proprietary system has built-in intelligence designed to recognize states that share reciprocity. When agents are selecting their state annuity requirements, Quest CE’s system will alert them to the states that share reciprocity, and upon completion of the course, allow them to instantaneously retain a certificate of completion.
Carriers benefit most with this solution by paying only for what producers use. Additionally, Quest CE does not charge for any up-front hosting costs or uploading fees to utilize the global NAIC Portal. Firms with captive agents can also take advantage of Quest CE customization options by opting for a custom portal that simplifies the agent experience by bypassing global registration, sending the producer directly into broker-dealer specific product training options.
Using Quest CE technology, broker-dealers will benefit from single source, real-time reporting and PGP encrypted data feeds. Customized data exports and search tools are also readily available to help meet compliance requirements. Quest CE’s portal also addresses the need of broker-dealers who wish to have a full NAIC training portal branded specifically for their company/producers, as well as custom administrative features for their reporting and tracking needs.
“Now in its second year, Quest CE celebrates over 186,000 course completions, while partnering with over 25 of the nation’s largest insurance carriers and broker-dealers. These results stem from our clear focus on the best interests of our clientele. When it comes to cost, advancement and reliability – our solution is unmatched in the industry,” Krenke added.
If you are interested in learning more about Quest CE’s NAIC Suitability in Annuity Transaction Model Regulation Solution click here or e-mail a sales representative at email@example.com. Click here to view if your state has adopted the NAIC regulation.
For over twenty-five years, Quest CE has been 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 CE also provides a complete spectrum of FINRA compliance training solutions including 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.
Serving more than 450 leading insurance carriers, broker-dealers, banks, and other financial institutions, Quest CE is committed to providing advanced custom solutions at cost effective rates, while providing a level of service that greatly surpasses their competitors. Quest CE is the single source solution for organizations seeking training and compliance needs.
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