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Success Live (formerly ClienTell CE) Continuing Education Services. The Success Family of CE Companies. The Instructor Approval Process. Wholesaler completes Instructor Qualification Form and attaches resume. Requesting approval for insurance, CFP, CLU/ChFC, and/or CPE CE.

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Success live formerly clientell ce continuing education services l.jpg
Success Live (formerly ClienTell CE)Continuing EducationServices

The Success Family of CE Companies


The instructor approval process l.jpg
The Instructor Approval Process

Wholesaler completes Instructor Qualification Form and attaches resume. Requesting approval for insurance, CFP, CLU/ChFC, and/or CPE CE

Mail/fax/email to Success Live CE

Success Live CE prepares approval paperwork for the Departments of Insurance and other designation authorities

Approval paperwork submitted to each Department of Insurance and designation authorities by Success Live CE


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Course Scheduling Process

Course scheduling information is faxed/emailed/phoned in to Success Live CE

Success Live CE Pre-notifies State and others of Live CE class

and

Wholesaler delivers workshop, handles sign in and out requirements and hands out certificates where allowed.

Success Live CE prepares sign ins/outs, certificates and handouts to ship to site based on scheduling form.


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After giving the course

Wholesaler FedEx’s/mails and faxes the originals to Success Live CE

Wholesaler photocopies the sign ins/outs for backup

Department of Insurance and designation authorities update records

Success Live CE inputs data, creates rosters and reports students to DOIs plus all designation authorities


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Contacting Success Live CE

  • Hours - 6:30 am to 5:00 pm PST

  • Phone - (949) 706-9459 Fax – (949) 706-9452

  • Email – Sheila [email protected] or

    Zack [email protected]

  • Web-site for general information www.SuccessLiveCE.com

The Success Family of CE Companies


Success live continuing education services l.jpg
Success LiveContinuing EducationServices

The Success Family of CE Companies


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