Deferred Variable Annuity Training
Quest CE’s Deferred Variable Annuity Training Program offers a quick and cost-effective solution for companies that are required to meet the Financial Industry Regulatory Authority (FINRA) Rule 2821 training requirements.
FINRA’s new Variable Annuity Rule requires that financial institutions train their registered representatives on deferred variable annuities. Rule 2821 requires organizations and agents to understand the requirements of the new rule and establish a schedule for compliance training. They must also have a record-keeping system in place.
Developed by industry experts, Quest CE’s Deferred Variable Annuity Training Program allows supervisors and registered representatives to complete the training module online at their convenience. Once a student successfully completes a course, they may print a certificate of completion for their records. Additionally, student progress and completions can be monitored by compliance administrators online, and all records are maintained through Quest CE’s online record-keeping solution.
Quest CE’s Deferred Variable Annuity Training Program was designed to help financial professionals understand the suitability issues that affect the sale or exchange of deferred variable annuities.
With Quest CE’s two training modules, one for supervisors and one for producers, companies can ensure compliance with FINRA Rule 2821.
About Quest CE:
Quest CE offers customized education and online compliance management programs to financial service firms across the country. With over 100 clients in the insurance, mutual fund, and banking industries, we have the resources and expertise necessary to create and administer successful training programs for you.
Why Choose Quest?
In addition to offering a full, Money-back guarantee* on all of our insurance and designation education courses, we also make the process of meeting your state CE requirements as easy and cost efficient as possible. When you sign-up to take online/self-study insurance continuing education with us, you get:
- Free Exam Retakes
- Guaranteed State Processing within Two Business Days
- Easy Course Navigation
- Exceptional Customer Service
- Instant Exam Scoring
- Online Certificates Where Allowed
You get all of this and pay just one upfront fee!
*100% refund on all course purchases is available provided the exam has not been accessed.