Quest CE

After March 31, 2010, agents will only be able to sell variable life/variable annuity products if they hold the variable life/variable annuity line of authority and have been appointed by their insurer for this line.

Agents can apply online at www.sircon.com/wisconsin.  The application fee is $75, and the agent will be required to provide the CRD number from the Financial Industry Regulatory Authority (FINRA) showing that the agent holds a Series 6 or Series 7 registration. No test is required for the variable life/variable annuity line of authority. OCI will process the application and provide the agent with an updated license copy.

Insurers are required to appoint each agent for the variable life/variable annuity line of authority. Insurers will be charged $16 for residents and $50 for nonresidents for the new appointment.  After March 31, 2010, insurers will not be able to accept variable life/variable annuity business from any agent unless this new appointment has been completed.

Department of Insurance Contact Information:

Wisconsin Office of the Insurance Commissioner Agent Licensing Section
P.O. Box 7872
Madison, WI 53707-7872
Phone: 608-266-8699
Fax: 608-267-9451
State Website: http://oci.wi.gov/oci_home.htm