CE Voucher Card Program

By offering Continuing Education (CE) Voucher Cards that are customized with your firm’s look and feel, sales professionals are able to build relationships with financial professionals, and increase sales.

Branded card with your company logo and colors.

Cost per card = as low as $5

CE Voucher Cards are available for:

• State Insurance
• CFP
• CPA
• CLU/ChFC
• CIMA/CIMC

How can I use CE Voucher Cards to grow my business and build relationships?

This is a great question and based upon feedback from many organizations and successful wholesalers, we have created a Top 10 List for utilizing CE Voucher Cards to maximize the return on your investment.

Gain Branch Access: Offering CE Voucher Cards is a great way to open doors at branches which no longer allow “product only” breakfast/lunch meetings.

Increase Meeting Attendance: Recent surveys show up to a 200% increase in attendance by advisors when CE Voucher Cards are offered at meetings.

Say Thank You: A CE Voucher Card is a great way to tangibly thank an advisor for business or referrals.

“Gatekeeper” Appreciation: Reward licensed sales assistants who have been helpful in the relationship process.

National Conference: A custom branded CE Voucher Card is a great way to stand out from other organizations at a conference. Can either be given out individually or packaged with product material.

Welcome A New Advisor: Include a CE Voucher Card in a new advisor kit, or allow wholesaler to drop off personally.

New Product Launch: Include a CE Voucher Card in a new product kit. Especially effective when combined with a proprietary course which focuses on the unique area of the market the product serves.

Hard to Reach Advisors: Include with a handwritten note stating that you value their time. The CE Voucher Card will help the advisor save time and allow the wholesaler to ask for a few minutes to learn about the advisors practice.

“Value-Add” Package: Create a kit which combines the CE Voucher Card with another non-product piece such as a white paper.

Holiday Card Insert: Send out with holiday cards including verbiage that addresses the “end of the year rush” to fulfill CE requirements.

Frequently Asked Questions

Q: “Do Voucher cards ever expire?”
A: Quest does not require an expiration date except for Platinum Cards.

Q: “How many courses are available?”
A: On average, Quest has approximately 35 courses approved for credit in each state plus many courses are approved for CFP, CIMA/CIMC, and ChFC/CLU.

Q” “Is it possible to distribute cards for only one course or for unlimited CE courses?”
\A: Yes, cards can be made available for only one course or for unlimited course access.

Q: “How long does it take to get a CE Voucher Program started?”
A: Quest’s professional design team can create artwork for your approval within one business day. Once approved, card production takes 2 – 3 weeks.

Q: “What is the typical redemption rate on cards?”
A: While it varies depending on the type of program and distribution strategy, typical programs can see up to a 25% redemption rate.

Q: “What other advantages are there to offering CE Voucher Cards?”
A: Since cards are branded with your firm’s “look and feel”, a card can be kept in an advisors wallet or desk drawer for a number of months before it is redeemed, it serves as a constant reminder of your firm’s products.

For more information including volume discounts contact Marcy Kalat at 877-593-3366 or via email at mkalat@questce.com