Deferred Variable Annuity Training

Quest CE’s Deferred Variable Annuity Training Program offers a quick and cost-effective solution for companies that are required to meet the Financial Industry Regulatory Authority (FINRA) Rule 2821 training requirements.

Program Features

• 24x7 Online User Access
• Real-Time Reporting Functionality
• Automatic Email Reminders
• Custom Course Creation
• Annual Course Updates
• Daily, Weekly, or Monthly User Uploads
• Online Certification
• Customized Web Portal

If you are an individual interested in fulfilling FINRA Rule 2821 requirement, click here to proceed to our course catalog.

FINRA 2821 Requirements

FINRA’s Variable Annuity Rule requires that financial institutions train their registered representatives on deferred variable annuities. Rule 2821 requires organizations and agents to understand the requirements of the new rule and establish a schedule for compliance training. They must also have a record-keeping system in place.

Developed by industry experts, Quest CE’s Deferred Variable Annuity Training Program allows supervisors and registered representatives to complete the training module online at their convenience. Once a student successfully completes a course, they may print a certificate of completion for their records. Additionally, student progress and completions can be monitored by compliance administrators online, and all records are maintained through Quest CE’s online record-keeping solution.

Quest CE’s Deferred Variable Annuity Training Program was designed to help financial professionals understand the suitability issues that affect the sale or exchange of deferred variable annuities.

With Quest CE’s two training modules, one for supervisors and one for producers, companies can ensure compliance with FINRA Rule 2821.

Need More Information?

To find out more about Quest’s Solution, click here or call 877-593-3366.