Quest CE’s NAIC Annuity Training site provides the following for Producers:
- Producers receive the most user friendly and comprehensive solution to comply with the NAIC Suitability in Annuity Transactions Model Regulation
- Producers have the option to utilize our “Just-In-Time” self-registration or if they are preloaded into our system, to simply log-in directly to Quest CE’s NAIC Annuity Training Platform
- Selecting State Specific and Carrier Product Specific Training courses are simple; all the selected courses will be loaded to the Producer’s profile and training can begin immediately
- Upon completion of the course content, Producers will complete a simple attestation or exam for Carrier Product Specific Training
- State Specific courses may be available for insurance continuing education credits, in which Producers will need to complete the necessary exam associated with the course
- Producers are able to print a certificate immediately following successful course completion.
- Additionally, Producers can call Quest CE to have their certificate of completion sent to their Insurance Carrier
- Quest CE allows Producers to return to their profile at anytime to add additional State Specific and Carrier Product Specific Training courses
- To comply with Insurance Carrier requirements, Quest CE can re-assign Product Specific Training annually
- NEW - Our Reciprocity Functionality allows for Producers to complete multiple state annuity requirements by completing a single State Specific course that shares State Reciprocity
To view our NAIC Annuity Training Platform click here.
