Quest CE Releases Courses on Variable Annuities: The L Share Class

MILWAUKEE – May 1, 2015 – Quest CE, premier provider of insurance continuing education and FINRA Firm Element training, announced today the addition of a new Firm Element course to its e-learning catalog.

The course, “Variable Annuities: The L Share Class” was developed to address FINRA’s many concerns regarding L Share variable annuity sales and the manner in which they may improperly incent the sale of variable annuities – specifically, L Share variable annuities. This course addresses the sale of variable annuity L Share products, which have a shortened surrender period in exchange for higher fees.

Course Topics Include:

  • Variable Annuity Costs
  • Requirement of Disclosures
  • Requirements for Appropriate Suitability
  • variable Annuity Share categories
  • L Share Variable Annuities
  • SEC Case/FINRA Disciplinary Action

To view Quest CE’s complete Firm Element course catalogs, click here. For questions regarding this or other Firm Element course options, please contact a Quest CE Sales Executive at 877-593-3366 or e-mail sales@questce.com.

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About Quest CE

For over twenty-five years, Quest CE has been the premier provider of compliance training and tracking solutions to the financial services industry. In addition to offering on-demand insurance and designation continuing education, Quest CE also provides a complete spectrum of proprietary technology solutions for managing and supervising compliance risk exposures.

Serving more than 1,000 leading insurance carriers, broker-dealers, banks, and other financial institutions, Quest CE is committed to providing advanced custom solutions at cost effective rates, while providing a level of service that greatly surpasses that of our competitors. Quest CE is the single source solution for organizations seeking training and compliance needs. For more information on Quest CE, visit http://www.questce.com.