Success Live (formerly ClienTell CE) Continuing Education Services The Success Family of CE Companies.

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Presentation transcript:

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 Mail/fax/ 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

Course Scheduling Process Course scheduling information is faxed/ ed/p honed in to Success Live CE Success Live CE Pre-notifies State and others of Live CE class Success Live CE prepares sign ins/outs, certificates and handouts to ship to site based on scheduling form. Wholesaler delivers workshop, handles sign in and out requirements and hands out certificates where allowed. and

After giving the course Wholesaler photocopies the sign ins/outs for backup Wholesaler FedEx’s/mails and faxes the originals to Success Live CE Success Live CE inputs data, creates rosters and reports students to DOIs plus all designation authorities Department of Insurance and designation authorities update records

Contacting Success Live CE Hours - 6:30 am to 5:00 pm PST Hours - 6:30 am to 5:00 pm PST Phone - (949) Fax – (949) Phone - (949) Fax – (949) – Sheila or – Sheila Zack Zack Web-site for general information Web-site for general information The Success Family of CE Companies

Success Live Continuing Education Services The Success Family of CE Companies