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Insurance Continuing Education - Online
Insurance Continuing Education - Seminar
Insurance Continuing Education - Classroom
Insurance Continuing Education - Textbook
Live (classroom) Insurance Continuing Education, CFP Continuing Education, CLU/ChFC, CIMA, CPA and MCLE Continuing Education approved for presentation by executive and wholesaling teams and individuals

Instructor Q & A

How can I qualify as an approved instructor?
Please fill out the Approved Instructor Qualification Information form and mail or fax it to us at (949) 706-9439. The form is available on our website and can be printed online. Click Here to download the form.

How long does it take to get an instructor approved?
The range in requirements ranges from our obtaining enough information to verify the qualifications of the individual to states that require extensive questions be answered and a state that requires that the state form be signed and notarized. Therefore, the time can vary from 5 days to 40 days.

Once a class has been scheduled with Success Live, what does the instructor have to do?
You will receive a complete package delivered to the location you specified on the course scheduling form. The package will contain attendee handouts, sign in and out sheets and certificates of completion (where applicable).

How does the instructor know the contents of the class material prior to delivering it?
Success Live CE can send the instructor handouts and the powerpoint presentation slides prior to delivering the workshop. All you have to do is simply request it.

How does the instructor actually notify Success Live CE about delivering a class?
When you receive your instructor packet a Success Live CE Course Scheduling form is included. Please fill out the form completely and fax it to Success Live CE. It will automatically go to the course scheduling department. If our course scheduling department has any questions, we will contact you at the number that you provide.

Does Success Live offer a live person who can help the instructor with the course materials?
Yes. In fact, the most successful wholesalers delivering CE have worked closely with Bill Cooley, President, or Roger Bell, Director of Course Curriculum, on the fine points of delivering a class. Please feel free to call them at the office (949) 706-9459 if you would like to discuss ideas or information.

What is the advantage to a wholesaler to deliver CE classes?
Great question!!!!! Success Live CE's ownership have been producers, wholesalers, and national sales managers. We have discovered that by combining CE with visits to branches they were moved to the top of the wholesaler branch visit list. By using this combination, the wholesaler offers quality time, CE credits, selling tips and product information. All Success Live CE handouts were designed to double and triple attendance and ultimately sales. Everyone benefits when your company presents Live CE. 

Disclaimer
The information contained herein is subject to change by the various regulatory jurisdictions. Success Live CE makes every effort to keep all information current but on some occasions the regulatory bodies make changes and implement them either prior to or simultaneous to notifying the providers.



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