Success Live Success Live (formerly ClienTell CE)(formerly ClienTell CE)

Continuing EducationContinuing EducationServicesServices

The Success Family of CE Companies

The Instructor Approval The Instructor Approval ProcessProcess

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

Course Scheduling Course Scheduling ProcessProcess

Course scheduling information is faxed/emailed/phoned 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 courseAfter 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 Contacting Success Live CECE

Hours - 6:30 am to 5:00 pm PSTHours - 6:30 am to 5:00 pm PST Phone - (949) 706-9459 Fax – Phone - (949) 706-9459 Fax –

(949) 706-9452(949) 706-9452 Email – Sheila Email – Sheila

sheila@clientellce.comsheila@clientellce.com or or

Zack Zack zack@successce.comzack@successce.com Web-site for general information Web-site for general information

www.SuccessLiveCE.comwww.SuccessLiveCE.comThe Success Family of CE Companies

Success LiveSuccess LiveContinuing EducationContinuing Education

ServicesServices

The Success Family of CE Companies