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Insurance Continuing Education Articles / Newsletters


Combining Technology and Knowledge for You! - 3/2009

We at The Success Familiy of Companies are continuing to work at developing more insurance continuing education courses and offering new continuing education opportunities for your producers. Marketing tools, new ethics courses as well as senior suitability courses are now available. And those are just for starters! We’re hard at work creating more ways to help you boost your product sales and help your producers achieve their goals.

Does Your Marketing Budget Need More “Bang For The Buck”?

Here is the Universal Truth: Every one of your Producers needs CE to renew their license.  

You can accomplish all of this and more with the Success CE Credit Card and/or Success CE Voucher!  Get more…you can do it with our special offer!  Here’s how:

Purchase a continuing education Customized Credit Card and/or Voucher by February 15 at the reduced price of only $4 each.  With our no-minimum order size CE Vouchers, or our 1000-minimum order CE Credit cards, you can easily and effectively reach more of your producers.  Both the Cards and the Vouchers can be customized with your company’s logo, tag line, colors, typeface, etc---all consistent with your message and your branding. 

More good news!  The CE Cards and CE Vouchers are good for all state-required Ethics, Long-Term Care, Annuity Training, and Rules/Regulations continuing education courses.  Plus, they are also good for Insurance continuing education, CFP, CIMA, and CLU/ChFC credits nationwide.

If you really want to build, maintain, and grow relationships with your producers, let us assist you in your marketing efforts with our custom CE Card and Voucher program. We can say, without hesitation, that your producers will love this offering, and since every producer needs CE to renew their license(s), it is a unique way to get them engaged in the insurance continuing education process. 

For more information, please contact Tony Torres at 949.706.9453 or

New Florida Senior Suitability Course (Required)

The 3-hour Senior Suitability CE Course is now available on all of The Success Family of Companies websites.  And it’s only $9.95 for Florida resident and non-resident licenses!

Called, “The Suitability of Life Insurance and Annuity Transactions for Seniors,” this course is designed to meet the Florida DFS requirement for 3 hours of training for senior transactions, and follows the Florida outline as required.

Please visit and click-on the state of Florida for complete information.

New Nevada 3-Hour Ethics Course Now Available!

Note:  This new course is required for all Nevada licensee renewals.

Titled, “Ethics in the Insurance Marketplace,” this insurance continuing education course emphasizes the unifying theme of  “utmost good faith” in the three ethical behavior perspectives presented. They are:  The agent’s responsibility to the client; the agent’s responsibility to the life insurance company; and, the life insurance company’s responsibility to the client. 

Please visit and click-on the state of Nevada for complete information.

Thank You for Your Great Feedback!

On a daily basis, we value and appreciate you as our client. You are the # 1 reason we are in business.  And… you are the reason why we continue to strive to be the “One Source” for all your insurance continuing education needs, whether Live CE, Online, or Textbook.

A sincere “Thank-You” from all of us at The Success Family of Companies for your wonderful testimonials and continued support!

We encourage you to e-mail us with any suggestions, comments, or feedback.

Remember…Knowledge is Power to grow your business!

Until next month,

J. William “Bill” Cooley