On February 13, 2020, the NAIC formally adopted revisions to its Suitability in Annuity Transactions Model Regulation to increase consumer protections by requiring insurance agents to act in the “best interest” of their consumers when making annuity recommendations. As a premier provider of NAIC annuity suitability training, Quest CE will begin offering updated annuity training by the January 1, 2021 effective date. Read More

Quest CE today announced the release of a new course focused on New York’s Amendment to Regulation 187, which significantly expands existing suitability standards involving life insurance and annuity products. Read More

Quest CE is pleased to announce the approval of its Pennsylvania 4-Hour NAIC Annuity Training Course. The course fulfills the requirement put in place by the Pennsylvania Department of Insurance. Read More

Quest CE today announced the addition of the new FINRA Firm Element course, "FINRA – Variable Annuities: Suitability Determinations for Exchange," to its e-learning catalog. Read More

Effective January 1, 2018, insurance producers holding a life insurance line of authority will be required to take a one time, four-hour annuities training course prior to selling, soliciting, or negotiating annuity products in Arizona. Read More

On January 11, 2016, the Securities and Exchange Commission (SEC) announced its annual list of examination priorities for 2016. Similar to last year’s release, the SEC plans to focus on three thematic areas, which include... Read More

Quest CE today announced the expansion of its online insurance continuing education (CE) course catalog to include proprietary Property and Casualty materials. Read More

As regulators continue to narrow in on protecting senior investors, broker-dealers, now more than ever, need to focus on how their compliance programs are set-up to cater to today’s ‘graying’ American population. As many firms are quickly beginning to realize, failing to implement such safeguards can lead to serious issues regarding suitability and disclosure. Read More

Quest CE today announced the immediate availability of its California 8-hour annuity suitability training course. Read More

Quest CE 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.
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