NAIC Annuity Training


Quest CE simplifies the NAIC’s Annuity Training requirements for producers, insurance carriers and broker-dealers with a streamlined annuity suitability solution.


On-Demand Producer Training:

Quest CE’s NAIC solution gives the producer the control to choose their product training from a list of participating carriers. If producers are in need of state continuing education credits, their NAIC training course can qualify as part of their training requirements for their compliance period.

Automated Reciprocity:

Producers will be able to complete a single annuity training course, and automatically retain a certificate of completion for any/all states that share reciprocity, regardless of producer licensing. Our system automatically checks for states sharing reciprocity, allowing producers to instantaneously meet the NAIC Annuity requirement for both states.

Broker-Dealer Hosting:

Using Quest CE technology, broker-dealers will benefit from singe source, real-time reporting and PGP encrypted data feeds. Captive agent firms can be appointed a custom portal that simplifies the agent experience by bypassing global registration.

Carrier Hosting:

Quest CE does not charge for up-front hosting costs or uploading fees. Once a carrier partners with Quest CE, they can simply send us a list of their appointed broker-dealers, as well as their Carrier Product Specific Training courses, and their students will immediately be allowed to register and sign in through the global NAIC Portal to begin training.

About ClearCert

ClearCert’s recognition of Quest CE as a carrier-validated vendor means that all its LTCP and Annuity courses have been carefully reviewed and approved by a third-party to meet each state’s specific content requirements. This prestigious certification is only granted to a select list of companies who meet ClearCert’s rigorous, authoritative standards.


Inside NAIC Annuity Training

3 Responses to NAIC Annuity Training

  1. Pingback: Quest CE Presents Solution to the 2010 NAIC Suitability in Annuity Transactions Model Regulation | Quest CE

  2. Pingback: Three Spearheading Insurance Companies Join Quest CE’s Single Suitability Training Platform | Quest CE

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