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Insurance Continuing Education Articles / Newsletters


Your Success Monthly - Combining Technology and Knowledge for You! - 12/2008


Welcome to the premier issue of Success CE Monthly newsletter! Each month we will provide you with information and ideas that you can use to boost your product sales, enhance your career (if you are an individual producer), and gain knowledge of the latest continuing education news.  And regulatory updates.    We know how busy you are, so we’ll keep our newsletter brief and timely.

So let’s get started with some of the most recent news and developments.

Partnership Long-Term Care Update

Twenty-three (23) states now have a Partnership LTC requirement that needs to be completed January 1, 2009 or before. Colorado is unique because they require 16 hours of LTC training. Success CE offers a choice:  All 16 hours can obtained in a live format, or eight (8) hours can be obtained live while the eight (8) remaining hours can be obtained online. In most states agents must complete ongoing 4 hour follow-up training within 24 months after the date they complete the initial training.  Please see for a complete listing of state requirements.

Some wholesalers who offer state-specific Partnership Long-Term Care courses prefer to double their attendance at meetings by presenting live continuing education classes, while others prefer to hand out the Insurance continuing education (CE) credit card or CE voucher after their presentation. Many do both. This is a terrific benefit to those in the field as all producers need continuing education (CE).

We’ve Upgraded!

We completed our management system upgrades, and we are proud to say that we continue to be the leading technologically innovative company in continuing education (CE) and pre-licensing. Here is just one of many of the latest upgrades to our comprehensive reporting systems:

The Success CE unique Alarm Track   technology alerts licensees when their continuing education (CE) requirements are due. Every licensee will be aware of their renewal and will be able to remain in compliance.    With state-specific courses, our Success Management System tracking technology can track across state lines for non-resident licensees who have a state-specific insurance continuing education requirement. The benefit to our corporate clients is this:  Your agents will stay in compliance, their licenses will not lapse and because of that, you, our corporate customers  will have peace of mind.

Carol is Waiting for Your Call!

Let’s welcome Carol Seguin who joins us from a distinguished nationwide product distribution company. With her current skilled background and significant experience working in her previous position with Paine Webber (now UBS Financial Services, Inc.), she brings a wealth of experience to Success CE in insurance products, including how they are sold and marketed through a securities broker-dealer. Carol is a graduate of Ohio State University and resides in Newport Beach, California. She is in charge of all corporate and institutional sales for the Success Family of CE Companies and can help you with all of your continuing education (CE) and pre-licensing needs, both in insurance and securities. Feel free to email her at: or call her at 949 706 9453, extension 122.