Quest CE’s NAIC Annuity Training site provides the following for Carriers:
- Carriers receive the most cost-effective and comprehensive solution for their Producers to comply with the NAIC Suitability in Annuity Transactions Model Regulation
- Quest CE will not charge any upfront fees or annual fees
- Once Carriers partner in our Annuity Training site, they can simply send Quest CE a list of their appointed Producers, as well as Carrier Product Specific Training courses to be completed by Producers
- Quest CE will then load all of the Carrier’s Producers, allowing them to sign in directly
- Carriers may send their Product Specific Training courses to Quest CE in a PDF, PPT or SCORM package for easy upload into the system
- Quest CE’s open architecture single Suitability Training Platform sends PGP encrypted daily data feeds of Producer completions and a student detail report of courses to Carriers
- Carriers will be able to confidently reflect to regulators that their Producers are compliant
- To comply with Insurance Carriers’ requirements, Quest CE can re-assign Product Specific Training annually
To view our NAIC Annuity Training Platform click here.
