MILWAUKEE – June 26, 2015 – Quest CE, premier provider of insurance continuing education and FINRA firm element training, today announced the immediate availability of its California 8-hour annuity suitability training course.
Prior to selling or negotiating annuities in California, licensed producers must first undergo eight hours of state-approved annuity training, as well as four hours of continuing education to be completed every two years. Quest CE’s new annuity suitability training course is approved by the California Department of Insurance as fulfilling this requirement.
This course covers annuities and the specifics of the product as they apply to agents in California, with special emphasis on annuity suitability, senior investors, and Medi-Cal eligibility.
Course topics include:
- Understanding of annuity options and how issues affect seniors
- Showing of continuity of explanations
- Reaching or stating conclusions
- Substantiated information with and for the material presented
- Needs of consumers, the problems and solutions associated with annuities, especially as they affect seniors
- How annuities affect seniors 60-years and older, including their Medi-Cal eligibility
Quest CE simplifies the NAIC’s annuity training requirements for producers, insurance carriers and broker-dealers with its premier NAIC annuity suitability training solution, featuring real-time reciprocity approval. The reciprocity functionality is standard in all NAIC solutions, providing users with the ability to complete one course for state credit and receive credits for the additional states that share reciprocity.
Click here to view Quest CE’s NAIC Annuity Training Platform or visit the website at (http://learn.questce.com/naicsuitability). For questions regarding the annuities training course or the requirement, please contact Quest CE 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 https://www.questce.com.
