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Success Live (formerly ClienTell CE) Continuing Education Services

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

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  1. Success Live (formerly ClienTell CE)Continuing EducationServices The Success Family of CE Companies

  2. 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

  3. 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.

  4. 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

  5. Contacting Success Live CE • Hours - 6:30 am to 5:00 pm PST • Phone - (949) 706-9459 Fax – (949) 706-9452 • Email – Sheila sheila@clientellce.com or Zack zack@successce.com • Web-site for general information www.SuccessLiveCE.com The Success Family of CE Companies

  6. Success LiveContinuing EducationServices The Success Family of CE Companies

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