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Press Releases from Quest CE (99 total)

Quest CE’s New York Annuity Training Course Approved

MILWAUKEE – September 19, 2011 – Quest CE, premier provider of insurance continuing education and FINRA firm element training and tracking, is proud to announce their New York 4-Hour Annuities Training Course has been approved and satisfies Regulation 187 for the state of New York. The rule became effective on June 30, 2011 and applies to any recommendation to purchase or replace an annuity contract made on or after this

Quest CE Ranks No. 1540 on the 2011 Inc. 500|5000 with Three-Year Sales Growth o …

Inc. magazine today ranked Quest CE NO. 1540 on its fifth annual Inc. 500|5000, an exclusive ranking of the nation's fastest-growing private companies. The list represents the most comprehensive look at the most important segment of the economy—America’s independent entrepreneurs. Online retailer ideeli tops this year’s list. Quest CE joins Spirit Airlines, television maker Vizio, Honest Tea, Dunkin Donuts and Metrokane, makers of the Rabbit corkscrew, among other prominent brands

Quest CE Introduces Compliance Consultant Programs

MILWAUKEE – August 18, 2011 – Quest CE, premier provider of insurance continuing education and FINRA firm element training and tracking, is proud to introduce Compliance Consultant Programs, the industry’s first fully integrated Firm Element Training and Tracking solution for compliance consultants. Through the comprehensive programs, compliance consultants can offer Quest CE’s complete suite of firm element products and services, while maintaining their firm’s corporate identity. Consultants and/or their clients will

Quest CE’s Hawaii Annuity Training Course Approved

MILWAUKEE – August 15, 2011 – Quest CE, premier provider of insurance continuing education and FINRA firm element training and tracking, is proud to announce their Hawaii Annuities Training Course has been approved and meets the state’s annuity training requirements. Hawaii has adopted the NAIC Suitability in Annuity Transaction Model Regulation recommendation, enacted as Act 108, to comply with the federal Dodd-Frank Wall Street Reform and Consumer Protection Act. Effective

Quest CE Launches Industry’s First Full Service Automated Retail Firm Element …

Quest CE, premier provider of insurance continuing education and FINRA firm element training and tracking, is proud to announce the industry’s first full service turnkey firm element solution, Firm Element Express (http://learn.questce.com/firmelement). Firm Element Express allows Broker/Dealers to manage their entire Firm Element Training and Tracking programs without the assistance of an outside training provider. Following a simple three step process, Chief Compliance Officers or Program Administrators can launch

Quest CE Named MMAC 2011 “Future 50” Award Winner

Quest CE, premier provider of insurance continuing education and FINRA firm element training and tracking, is proud to announce it has been named a Metropolitan Milwaukee Association of Commerce (MMAC) 2011 “Future 50” award winner. The Future 50 program, presented by MMAC’s Council of Small Business Executives (COSBE) for the past 24 years, recognizes privately-owned companies in the seven county-Milwaukee region. Companies considered for the award submitted an application including revenue

Quest CE’s Kentucky, Maryland and West Virginia Annuity Training Courses Appro …

MILWAUKEE – July 13, 2011 – Quest CE, premier provider of insurance continuing education and FINRA firm element training, is proud to announce their Annuity Training courses for Kentucky, Maryland and West Virginia have been approved and meet each states’ specific annuity training requirements. Producers can immediately begin taking the course to remain compliant. All three states have adopted the NAIC Suitability in Annuity Transaction Model Regulation recommendation. This Model Regulation

Quest CE Offers FINRA “Annual Compliance Reminders for Registered Representati …

MILWAUKEE – June 7, 2011 – Quest CE, premier provider of insurance continuing education and FINRA firm element training, is proud to announce the addition of a new course to their Firm Element Course Catalog titled, “Annual Compliance Reminders for Registered Representatives – Vol. 1.” This course is available for 2011 Firm Element Programs. Scenarios throughout the course, adapted from actual disciplinary actions, remind registered representatives of their compliance obligations.

Quest CE Announces New Firm Element Course on FINRA Rules 2090 and 2111

Quest CE, premier provider of insurance continuing education and FINRA firm element training, is proud to announce the authoring of a new course titled, “FINRA Rules 2090 and 2111: Know Your Customer and Suitability.” The new course will be available for Quest CE’s 2012 Firm Element Course Catalog. The Securities and Exchange Commission (SEC) has approved FINRA’s proposal to adopt rules governing know-your-customer (Rule 2090) and suitability obligations (Rule 2111). The

Quest CE Offers Exchange Traded Funds Investing Course

MILWAUKEE – May 31, 2011 – Quest CE, premier provider of insurance continuing education and FINRA firm element training, is proud to offer their Firm Element Exchange Traded Funds (ETF) Investing course. The course will be available for 2011 Firm Element Programs. Registered Representatives and their supervisors, whom primarily work with retail and institutional clients, will benefit from the course by becoming knowledgeable on the terminology commonly used with these securities.

Quest CE Announces Three New Firm Element Training Courses

Quest CE, premier provider of insurance continuing education and FINRA firm element training, is proud to announce that three new courses have been added to their 2011 Firm Element Course Library. The three new courses cover “Advanced Private Placements”, “IPO Allocations”, and “Investment Banking for Equity Professionals” and will be available for Broker/Dealers to add to their 2011 Firm Element Programs. “Advanced Private Placements” covers the following topics: • Introduction to Private

Quest CE Introduces Instructor Led NAIC Annuity Suitability Training

MILWAUKEE – May 5, 2011 – Quest CE, premier provider of insurance continuing education and FINRA compliance training, is proud to offer NAIC Annuity Suitability 4-Hour Instructor Led Training, a value-added service designed to assist producers with completing the NAIC Annuity training in a live classroom setting. The Instructor Led Training benefits producers who prefer to attend live training sessions, opposed to completing online self-study courses. Producers are guaranteed to

Quest CE’s Enhanced 2011 Firm Element Course Catalog

MILWAUKEE – April 25, 2011 – Quest CE, premier provider of insurance continuing education and FINRA compliance training, is proud to present their improved 2011 Firm Element Course Catalog. The catalog has been updated to include a detailed course description and unique “Course Code” for each course, estimated completion time, number of pages, level of difficulty, topics within each course and complementary courses for continued training. The Firm Element catalog

Introducing Quest CE’s Branch Audit Tool

MILWAUKEE – April 19, 2011 – Quest CE, premier provider of insurance continuing education and FINRA compliance training, is proud to announce the Branch Audit Tool, an innovative addition to their industry leading suite of Firm Element compliance training solutions. Fully integrated and accessible from Quest CE’s proprietary learning management system, Renaissance, the Branch Audit Tool is live and available for use. Quest CE conducted surveys with compliance focus groups to

Quest CE’s Oregon Annuity Training Course Approved

MILWAUKEE – March 23, 2011 – Quest CE, premier provider of insurance continuing education and FINRA compliance training, is proud to announce their Oregon Annuities Training Course has been approved and meets Oregon’s NAIC State Specific Annuity requirement. Producers can immediately begin taking the course to ensure compliance when the rule goes into effect. Principally, annuities have become more readily available and complex in selecting the one best suitable for the

Quest CE’s Ohio Annuity Training Course Approved

MILWAUKEE – March 16, 2011 – Quest CE, premier provider of continuing education and compliance training, is pleased to announce their Ohio 4-Hour Annuities Training Course has been approved and meets the State’s annuity training requirement. Resident and non-resident producers licensed to sell, solicit or negotiate annuities, prior to the effective date, must complete a one-time, four (4) hour Annuity Training course within six (6) months of the effective date.

Quest CE Offers Correspondence Continuing Education (CE) Training

MILWAUKEE – March 4, 2011 – Quest CE, premier provider of continuing education and compliance training, is proud to offer Correspondence CE Training, an innovative service designed to assist agents with earning CE in a well-timed manner. Based on state requirements, agents need multiple ethics and/or annuity credits to hold a license. Correspondence CE Training offers an effective, convenient solution to comply with the unique state specific ethics and annuity

Quest CE Offers 2011 Anti-Money Laundering Training Course

MILWAUKEE – February 11, 2011 – Quest CE, premier provider of continuing education and compliance training, is proud to offer their 2011 Anti-Money Laundering Regulations and Ramifications course. Quest CE’s course is live and available for purchase. This course was updated to include new case studies and facts, relevant to daily activities for financial services professionals. The USA PATRIOT Act requires financial institutions to develop and implement an AML compliance program.

Quest CE’s Wisconsin Annuity Training Course Approved

MILWAUKEE – February 8, 2011 – Quest CE, premier provider of continuing education and compliance training, is proud to announce their Wisconsin 4-Hour Annuity Training Course has been approved and meets the State’s one-time, four (4) hour annuity training course requirement. This course is live and available for resident CE credit. Effective May 1, 2011, a producer who sells annuities must complete a one-time, four (4) credit annuity training course. Existing

Quest CE Files Course to Meet New Ohio Annuity Requirement

MILWAUKEE – February 7, 2011 – Quest CE, premier provider of continuing education and compliance training, has filed a course to meet the newly proposed Ohio Annuity Training Requirement. Resident and non-resident producers licensed to sell, solicit or negotiate annuities, prior to the effective date, must complete a one-time four (4) hour Annuity Training course within six (6) months of the effective date. Once approved, producers can immediately begin taking

Quest CE’s Colorado Annuity Training Course Approved

MILWAUKEE – January 25, 2011 – Quest CE, premier provider of continuing education, is proud to announce their Colorado 4-Hour Annuity Training Course has been approved and meets the State’s one-time, four (4) hour annuity training course requirement. In addition, this course is available for resident CE credit. The course provides the mandatory training and education required by Colorado licensed producers who desire to or currently sell, solicit or negotiate the

Quest CE’s District of Columbia Annuity Training Course Approved

MILWAUKEE – January 24, 2011 – Quest CE is proud to announce their District of Columbia Annuity Training Course has been approved and is available for resident CE credit. This course meets the State’s one-time, four (4) hour annuity training course requirement, as well as the NAIC Suitability in Annuity Transactions Model Regulation requirement. The Financial Reform Act requires individual states to comply with the NAIC Suitability in Annuity Transactions

Quest CE Offers Alternative Investments Training

MILWAUKEE – January 12, 2011 – Quest Continuing Education Solutions (Quest CE) is proud to offer the industry’s most well-informed courses to top financial services professionals. Recent research indicates that discussions around alternative investments are becoming more widely held. Quest CE’s “Alternative Investments” course achieves utilizing alternative investments as a tool to reduce overall investment risk through portfolio diversification. Alternative investments are not the three traditional asset types (stocks, bonds

Quest CE Offers Anti-Money Laundering (AML) Training

Quest Continuing Education Solutions (Quest CE) is reminding producers that they offer the industry’s most affordable and comprehensive Anti-Money Laundering Training (AML) Solution. Quest CE’s AML course, titled “Anti-Money Laundering Regulations and Red Flag Requirements,” was recently authored and fulfills producer’s annual AML requirement. The course retails for $14.95 and is available for purchase at Quest CE’s proprietary Renaissance Learning Management System. If you would like to purchase the course

Quest CE's Oklahoma Legislative Update Course Approved

MILWAUKEE – December 21, 2010 – Quest Continuing Education Solutions (Quest CE) is proud to announce their “Oklahoma Legislative Update” course is approved and meets the Oklahoma legislative updates requirement. The State of Oklahoma requires producers to complete at least two (2) hours of continuing education training on recent changes to laws and regulations that affect insurance in the state. In addition, this course is approved for resident continuing education

Quest CE Announces New Forex Currency Trading Course in Their 2011 Firm Element …

Quest CE is proud to announce one of their new 2011 highly anticipated Firm Element Courses titled “Forex Currency Trading.” Quest authors between 30 and 50 new courses every year with course content ideas coming directly from their client base and industry surveys. A survey conducted earlier this year indicated the demand for courses covering Forex trading transactions, best practices and market analysis of the trades. Quest answered the industries

Updates to Outside Business Activity Tracking – FINRA Rule 3270

Effective December 15, 2010, FINRA Rule 3270 will require registered representatives to provide a prior written notice to broker-dealers of an outside business activity (OBA). Review and approval by member firms is required in order to determine if the activity is appropriate. Based on the review, this may lead to limiting or prohibiting an activity. Written records to document the review process will be filed accordingly. For registered persons who

Not All NAIC Suitability Training Solutions Are Created Equal

With the Iowa Suitability Requirement becoming active on January 1, 2010 there is no doubt that insurance carriers are scrambling to find the best solution. While most solutions are similar in that they will offer State Specific Training and Carrier Specific Training the means and methods in which they deliver the training will differ from provider to provider. Quest is proud to offer the industry’s most comprehensive, user friendly and

Quest CE to Prepare Course for Oregon Annuity Suitability Model Rule

MILWAUKEE – November 24, 2010 – Quest Continuing Education Solutions (Quest CE) will begin preparing a course for the proposed Oregon state specific Annuity requirement. The Oregon Department of Consumer and Business Services (Insurance Division) has scheduled a hearing date on January 5, 2011, to examine the Annuity Suitability Model Rule. Principally, annuities have become more readily available and complex in selecting the one best suitable for the

Quest CE Files Course to Meet Oklahoma Legislative Update Requirement

MILWAUKEE – November 22, 2010 – Quest Continuing Education Solutions (Quest CE) has filed a course to meet the Oklahoma Legislative Update requirement. The State of Oklahoma requires producers to complete at least two (2) hours of continuing education training on recent changes to laws and regulations that affect insurance in the state. In addition, this course will be approved for resident continuing education credit. Resident producers are required to complete

Udo Misch Joins Quest CE as Vice President of Sales

MILWAUKEE – November 18, 2010 – Quest Continuing Education Solutions (Quest CE) is proud to announce the addition of Udo Misch as Vice President of Sales, to their team. Misch brings over 11 years of experience in the financial services industry, including business development, relationship management, and call center management. Prior to joining Quest CE, Misch worked at Wells Fargo Advantage Funds in numerous management-level roles where he leveraged team member

Three Spearheading Insurance Companies Join Quest CE’s Single Suitability Trai …

MILWAUKEE – November 16, 2010 – Quest Continuing Education Solutions (Quest CE) has committed to a guaranteed promise to offer the most cost-effective and comprehensive solution to comply with the 2010 NAIC Suitability in Annuity Transactions Model Regulation. Strategically designed, Quest CE’s open architecture single Suitability Training Solution creates a one-of-a-kind online learning experience. With the ability to complete product specific training, state insurance CE and print completion certificates, producers

Quest CE to Offer Dodd-Frank Training Course

MILWAUKEE – November 8, 2010 – Quest Continuing Education Solutions (Quest CE) is proud to introduce their comprehensive Dodd-Frank Training Course, “Dodd-Frank Wall Street Reform and Consumer Protection Act”. This course will be available in their Firm Element 2011 Course Library. Initially proposed on December 2, 2009, by Christopher Dodd and Barney Frank, The Dodd-Frank Wall Street Reform and Consumer Protection Act was signed into law on July 21, 2010.

Quest CE Introduces the 2010 NAIC Suitability Regulation Solution

Quest Continuing Education Solutions (Quest CE) is proud to announce the solution to the 2010 NAIC Suitability in Annuity Transactions Model Regulation. Quest’s simple two-tiered approach will provide an “All-In-One” Solution for Insurers, Distributors and Producers that fall under the NAIC’s new regulation. Quest’s 4-hour annuity course in Iowa has been approved by the state and meets the Iowa Administrative Rule 191-15.72 for a one-time, four (4) hour annuity training

Quest CE Announces Enhancements to Renaissance

Quest Continuing Education Solutions (Quest CE) is proud to announce new enhancements to its proprietary Learning Management System (LMS), Renaissance. Quest CE has made it a priority to be receptive to feedback from clients and prospects. These new enhancements will reflect suggestions made to improve the Learning Management System. Students will now be able to post a comment to the Discussion Board from within the course they are reviewing. By submitting

Quest CE to Attend 2010 NSCP National Meeting

Quest Continuing Education Solutions (Quest CE) will be exhibiting at the 2010 NSCP (National Society of Compliance Professionals) National Meeting in Baltimore, MD on November 1 – 3. NSCP’s National Meeting provides broker-dealers, investment advisors, hedge fund managers and other compliance professionals the opportunity to analyze compliance related matters, learn about important regulatory updates and network with peers to address compliance related topics. It is encouraged that all

Quest CE Named Top Milwaukee Workplace

Quest CE, a premier continuing education provider, has been recognized as a 2010 “Top Milwaukee Workplace” by The Business Journal of Milwaukee. Quest CE was awarded Second Place in the Small Companies category and Second Place overall as a result of high survey scores and an overwhelming collection of positive written responses. The announcement was published in the Milwaukee Business Journal’s August 20th “Top Milwaukee Workplaces” edition and on the

Quest CE Offers Minnesota Insurance CE Early Bird Special

Quest CE is proud to offer a special discount to Minnesota students whose license will expire at the end of October. Producers that have not already completed their continuing education, only have 90 days to fulfill their Minnesota CE requirements. By signing up with Quest, producers receive 15% off their entire purchase by using discount code “EARLYBIRD” until the end of October. Quest CE offers non-company sponsored courses, therefore all

Quest CE Announces Promotion of Patrick Torhorst to Executive Vice President – …

Quest CE, President and CEO Alan Krenke, announced the promotion of Patrick Torhorst to Executive Vice President of Information Technology. “Quest is honored to have a seasoned professional like Patrick on our team,” Krenke said. “We truly understand the value of his efforts in making, superb and efficient, updates to Quest’s proprietary administration tool ‘questtrak’, as well as internal IT systems, and our Learning Management System (LMS).” Torhorst joined Quest

Quest CE Introduces Oklahoma 4-Hour Annuity Training Course

Quest CE is proud to announce their Oklahoma 4-Hour Annuity Training Course has been approved by the state and meets the Oklahoma Administrative Code 365:25-3-1 for a onetime, four (4) hour annuity training course. This course provides the required training and education required by Oklahoma licensed producers who desire to sell, solicit or negotiate the sale of annuities; or currently sell, solicit, or negotiate the sale of annuities. It addresses all

Quest CE Announces Enhancements to their Compliance Questionnaire Platform

Quest CE is proud to announce a series of enhancements to their Outside Business Activities, and Gifts and Entertainment tracking systems. The system offers a comprehensive interface and intelligent audit history, allowing students to easily navigate through past and present activities - while at the same time sending alerts to the compliance officer for the approval process. This pre-populated data field and record retention center is built directly into Quest’s

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

Wisconsin Joins Other States and Signs Roth IRA Reform Act

Until recently, Wisconsin was the only state in the nation that had restrictions on Roth IRA conversions. The recent change allows Wisconsin to catch up with the rest of the country. Federal law was changed to allow conversions for people of all incomes without penalties as of January 1, 2010. Most states adopted the standard, but Wisconsin continued to charge penalties for residents who earned more than $100,000 annually.

Quest CE Releases 2010 Financial Advisor Education Survey Results

Milwaukee, WI – November 25, 2009 - Quest CE recently invited over 30,000 financial advisors to participate in their annual survey on advisor’s perceptions of value-added insurance and professional designation continuing education (CE). The survey focused on advisors’ opinions on the insurance and designation continuing education (CE) sessions offered in their branch offices by wholesalers and of the wholesalers themselves. Results showed 88% of the advisors who responded make time to attend

Suitability in Annuity Transactions – Arkansas Rule 82

Quest CE is pleased to announce the availability of their newly authored 4-Hour Suitability in Annuity Transactions – Arkansas Rule 82 Online Training Course. Quest’s new course meets Arkansas Code Ann. § 23-66-206, 23-66-307, Arkansas Rule 82, and Bulletin 8-2004 requirements. Arkansas law requires insurers to be responsible for ensuring that any producer that markets its product has received at least four (4) hours of annual training that addresses suitability

Quest CE Announces Hiring of Marcy Kalat as Vice President of Sales

Milwaukee, WI - Quest CE's President & CEO, Alan Krenke recently announced the hiring of Marcy Kalat as Vice President of Business Development for Quest. Marcy brings over 15 years of Sales and Relationship Management experience to Quest working previously for RegEd and FIRE Solutions Inc. as Vice President of Sales, Penton Media as an Account Executive and UConnections.com as Area Sales Manager. Marcy received her undergraduate degree in

Quest CE Offers New and Improved Pre-licensing Courses

Quest CE is pleased to announce updates to their existing online pre-licensing library and new ExamSimulator courses to enhance your pre-licensing experience. Many states require an Insurance Pre-license course be completed before taking the State Insurance License Examination. The states that do not have a Pre-license Educational Requirement still encourage students to review the test material to become familiar with the information. Quest CE has these courses available in Online and Textbook

Quest CE Offers California Annuities Online Training Course

Quest CE is pleased to announce the availability of their newly authored 8-Hour California Annuities Online Training Course. Quest’s new course meets the California Legislature’s Senate Bill 620 (SB 620), section 1749.8 of the California Insurance Code. California law requires eight hours of California-specific annuities training for all life and health agents who sell individual annuity products in the state. The law requires training in annuity product history, features and

Quest CE Announces Hiring of Aaron Thompson as Director of Operations

Milwaukee, WI – Quest CE’s Chief Operating Officer, Linda Mieth recently announced the hiring of Aaron Thompson as Director of Operations for Quest. Aaron brings over 9 years of Operations and Client Services experience to Quest, working previously for some of the top financial services companies in Milwaukee. Aaron received his MBA from Marquette University and holds Series 6, 7, 24, 63 and 65 securities licenses. Aaron will be working directly with

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