1. Success Live (formerly ClienTell CE) Continuing Education Services 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/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

4. 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

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

6. Success Live Continuing Education Services The Success Family of CE Companies