NAIC Annuity Training

Here’s how our solution works:

• Quest CE has developed a single suitability site available to all insurance producers. We provide access to state specific courses and carriers’ product specific courses (as they become approved).

• Each carrier provides Quest CE with a complete list of all their appointed producers. We then load students into the database, load carrier specific courses to the site, send both welcome and reminder emails to students, and provide PGP encrypted daily data feeds of student completion. As new producers are added, Quest CE will load their information into the database as well.

• Producers are able to visit one website where they can complete state specific courses to ensure they remain compliant with their state mandated suitability requirements, as well as complete company specific courses.

To view our NAIC Annuity Training Platform featured below click here.

Client Program Pricing

Cost for NAIC Suitability Training

Option 1 – Carrier branded site

Pricing is $10 per Producer, and the Carrier will be charged once a Producer completes the Carrier’s product specific training course(s). The Carrier will be invoiced at the beginning of the month for any Producers that completed training in the previous month.

Example: If 100 Producers complete a Carrier’s product specific training in February, the Carrier will be charged $1000 on their March invoice.

Option 2 – Carrier utilizes our global NAIC solution (learn.questce.com/naicsuitability)

Pricing is set at $5 per Producer, and the Carrier is charged when a Producer adds that Carrier’s product specific training course(s). The Carrier will be invoiced at the beginning of the month for any Producers that added their  training in the previous month.

Example: If 100 Producers add a Carrier’s product specific training in February, the Carrier will be charged $500 on their March invoice