Services

Before ClienTell CE established the wholesaler live CE presentation market in 1990, the insurance industry had not had the foresight to combine continuing education with usable, practical information, technical knowledge and product features and benefits. Thus, insurance and securities continuing education had been one of the greatest, untapped, and ignored marketing resources available.

The following resources are available to you from ClienTell CE:

Live Insurance, CFP, CLU/ChFC and CPA Continuing Education Courses from ClienTell CE
We provide turnkey courses that include workbooks and a PowerPoint presentation. Your courses are available for insurance CE, CFP, CLU and ChFC credits in all 50 states and Washington DC as well as CPE credit for CPAs. Documentation for NASD firm element requirements can also be provided. MCLE credit for attorneys can be requested as well. We are the provider in all jurisdictions and your company can use these courses without minimum or maximum order limitations.

Administrative Services for Your Live Insurance, CFP, CLU/ChFC and CPA Courses
If your company wishes to write and deliver your own continuing education courses, ClienTell CE will act as Provider, submitting all necessary materials and applications for approval to the State Departments of Insurance. ClienTell CE will provide this service to your company on a proprietary basis, allowing your instructors/wholesalers the benefit to deliver custom designed workshops tailored to meet your specific marketing and promotional needs.

Customizing a program to meet your exact needs will incur a varying cost. ClienTell CE will help you design your own course(s), create the entire course for your company, or simply act as a Provider.

Provides FINRA Continuing Education
ClienTell CE will provide your wholesalers with the same state insurance continuing education workshops we currently provide, combining the CE courses to meet firm element requirements as well.

ClienTell CE will provide your firm with the turn key back office support necessary to assist them in the required record keeping for FINRA audits as well as provide the state insurance required record keeping and tracking.

Consulting Services
ClienTell CE advises clients on strategy for using live insurance continuing education as part of a marketing campaign and using effective train the trainer programs.