MILWAUKEE – Quest CE, premier provider of compliance training and tracking technology solutions, today announced the addition of the new course, “Social Security and Retirement Planning,” to its e-learning catalog. The new course is approved for Super CE and Self-Study options.

This multi-credit course starts off with a deep dive into social security and sheds light on the history of social welfare efforts that led, both directly and indirectly, to the enactment of the Social Security Act. This background information will provide a broad context into the three major benefits most closely associated with Social Security: Social Security Disability Income Benefits, Social Security Retirement Income Benefits, and Medicare. Additionally, the course will further explore the relationship between Social Security benefits and retirement planning.

Course Topics Include:

  • Social Security History
  • Social Security Trust Structure
  • The Medicare Trust
  • Employer-Sponsored Qualified Plans & Social Security
  • Protecting Social Security Access
  • Eligibility for Benefits
  • Disability Income Protection Planning
  • Substantial Gainful Activity and Subsidized Employment
  • Representative Payees
  • A Beneficiary’s Right to Representation and Appeal
  • Social Security Retirement Benefits
  • Survivor Benefits
  • Life Insurance Planning
  • Annuities
  • And More!

For questions regarding this or other Firm Element courses, please contact a Quest CE Sales Executive at 877-593-3366 or e-mail To view Quest CE’s Insurance CE course catalog, click here.


About Quest CE

For over thirty 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 provides a complete spectrum of proprietary technology solutions for managing 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’ training and compliance needs. For more information on Quest CE, visit