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Insurance Continuing Education Press Releases


  For Immediate Release
For More Information
Shelley Bell

The Wisconsin 4 Hour Annuity Suitability Model Training Insurance Continuing Education Course (Meeting the NAIC CE Guidelines) is Approved and now Available from the Success Family of CE Companies

Newport Beach, CA, Jan 2011

Success CE, the leading provider of interactive Annuity Suitability Training, Product Specific Training, insurance continuing education, CFP Continuing education, and pre-licensing training in all states, announced today that it now has the Wisconsin Annuity Suitability Model Training Course, meeting the NAIC CE guidelines, approved and available online at, or

This new course is also available on all of the current Success CE affiliate company websites for corporate clients.

Wisconsin Insurance licensees can now complete this required Annuity Suitability Model Training Four (4) Hour CE course online after accessing Success CE’s insurance continuing education courses.

“Wisconsin’s Annuity Suitability Model training which give 4 hours of insurance continuing education provides the superior knowledge for agents who market annuities and help their clients with retirement income”, states J. William Cooley, President/CEO of the Success Family of CE Companies.

For individual producers, Insurance Carriers, Insurance Marketing Organizations, and Broker Dealers, Success CE has approved courses in Iowa, Oklahoma, D.C, Wisconsin and Colorado that will meet the new NAIC CE guidelines. Courses are also available in Texas, California and Florida that meet the state content requirements for Annuity Training and Certification.

“At Success Continuing Education, we are always adapting to stay up-to-date with state rules and requirements in order to offer the highest quality Insurance and Securities CE training, and meet the needs of Product Distribution Companies and the Financial Advisors who market their products,” stated J. William Cooley, President and CEO of Success Continuing Education

These Insurance CE courses qualify for the state required hours of insurance continuing education credit, and Success CE has the technology to incorporate company specific tracking and verification requirements with our affiliate website program for all insurance licensees.

“Our solution to verification and tracking is our Success Management System (SMS), which allows Insurance Carriers, IMOs/FMOs, B/Ds, Insurance Agencies, and Product Distribution Companies to track and verify their producers’ completion of all Annuity Suitability Model Training courses, Product Specific Training, or any CE course, through our Success Management System (SMS),” states J. William Cooley, President/CEO.

“The tracking features of Success Management System, and the co-branded Web 2.0 affiliate sites for clients, are the latest in technological innovation and ease of use, allowing Carriers to add value to their producers and boost website traffic, while maintaining compliance with CE, license renewal requirements, Annuity Suitability Training, and Product Specific Training” adds Shelley Bell of the Institutional Sales Group at Success CE.

The Tracking features of the Success Management System are collectively titled Knowledge Track, and include the ability to track by individual student, course, branch, geographical area, and within any time span from the affiliate website, which is customized for the client company. There is no additional charge for corporate clients of Success CE for SMS.  

About the Success Family of CE Companies
The Success Family of CE Companies is a nationwide approved provider of "state of the art" Life and Health Insurance Continuing Education courses, CFP Continuing Education, Pre-Licensing Study Courses for Insurance and FINRA licenses, Property and Casualty Insurance Continuing Education, CPA Continuing Education, CIMA Continuing Education, CLU/ChFC (PACE) Continuing Education and Legal (MCLE) Continuing Education.

Property and Casualty Insurance Continuing Education, Claims Adjusters Continuing Education, Securities (Firm Element) Continuing Education, Insurance prelicensing, and Securities (FINRA) prelicensing are also available online.

The Success Family consists of these leading brands, Success CE,, Success Live CE (formerly ClienTell CE) Affordable CE, First Choice CE, and