MILWAUKEE – October 23, 2018 – Quest CE, premier provider of compliance training and tracking technology solutions, is pleased to announce the approval of its Pennsylvania 4-Hour NAIC Annuity Training Course.
As of December 16, 2018, insurance producers holding a life insurance line of authority are required to take a one time, 4-hour annuities training course prior to selling, soliciting, or negotiating annuity products in Pennsylvania. Annuity training courses may be conducted and completed by classroom or self-study methods. Quest CE’s 4-Hour Annuities Training Course has been approved by the Pennsylvania Department of Insurance and fulfills the requirement.
Course Topics Include:
- Types of Annuities
- The Parties to an Annuity
- Annuity Contract Provisions
- Interest Rates
- Withdrawal/Surrender Waivers
- Annuitization Options
- Principal Guarantees
- Indexing Crediting Strategies
- Consumer Annuity Options
- Tax Deferred Growth
- Investing in Retirement Assets
Satisfactory completion of the training requirements of another state that are substantially similar to the amended provisions will satisfy the training requirements in Pennsylvania. Quest CE’s online training portal provides users with the ability to complete one course for state credit and receive credits for any additional states that share reciprocity.
To visit Quest CE’s NAIC Annuity Suitability Training Portal, click here. For questions regarding the annuities training course or the requirement, please contact Quest CE at 877-593-3366 or e-mail firstname.lastname@example.org.
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 www.questce.com.