Insurance Continuing Education - Online
Insurance Continuing Education - Seminar
Insurance Continuing Education - Classroom
Insurance Continuing Education - Textbook

About Us


Success Live CE is owned by J. William "Bill" Cooley, who after he spent several hours in continuing education classes without receiving usable information, he knew there had to be a better way!

Based in Newport Beach, California, The Success Family of CE Companies ( is the leader in providing solutions to CE for Individual Producers, B/D’s, General Agencies, and Production Distribution Companies nationwide. Through its nationwide ownership of four CE companies (Success CE, Affordable CE, FirstChoice CE, and ClienTell CE), it provides approved CE credits for insurance licensing, along with CFP, CIMA, CLU/ChFC, and CPE.

Specializing in classroom education with an emphasis on the interaction between instructor and attendee, Success Live CE provides a variety of creative and administrative services for our clients.

Our Mission
Success Live CE provides the highest caliber of live insurance continuing education materials to promote quality sales of financial services products.

Our Goals

  • To produce interesting and informative training materials
  • To track and expedite insurance continuing education record keeping
  • To train effective presenters who will increase the consumer's acceptance of financial services and products by:
  • Developing their professional knowledge
  • Providing them with skills and materials that facilitate the consumer's understanding of financial services concepts and solutions.

Company Personnel


J. William 'Bill' Cooley - P.E., M.B.A.
Bill is the President and CEO of Success Live CE. Bill is a nationally recognized expert in the life and annuity industry. He is a speaker at national conferences and conducts training for the top performers of large insurance companies. He has worked with over 30,000 producers licensed for insurance, including stockbrokers and insurance agents to effectively transfer the knowledge contained in Success Live CE's continuing education programs. His articles have been published in state and national periodicals. Bill currently holds his California Life, Health and Variable Contracts license and FINRA (Series 7, 24, 63 & 66), along with a California real estate brokers license.

Roger Bell - M.B.A.
Roger is the Course Curriculum Director for the Success Family of CE companies. He has over two decades and twenty-four thousand (24,000) hours of experience developing and delivering continuing education courses. He has authored customized continuing education content for leading industry companies. In this role he is responsible for leading his team in developing the most up-to-date course content. Roger's career with the company includes specialization in state specific courses.

Carol-Ann Brockway
Carol-Ann Brockway leads our accounting and payroll department. She is responsible for all human resources activities, including organization effectiveness, staffing and managing the company's diverse workforce. She manages all corporate and individual client customer accounts including accounts receivables/payables and is responsible for dealing with client account inquiries.

Johnny Adams - M.B.A.
Johnny manages the IT department and is primarily focused on technological innovations. He is responsible for business application development, support and maintenance, including on-line course delivery and security. His expertise range from SQL Server, ASP.NET, VB.NET, C#, SQL Reporting Services, HTML, JavaScript, SQL (T-SQL, structured query language) and AJAX.  Johnny and his team are also responsible for customizing corporate client websites.

Sydney LeBlanc
Sydney is responsible for the company's corporate communications and press releases. She provides timely updates and press releases ensuring our corporate clients and individual customers stay current with the latest continuing education requirements.

James Burch
James is the company's customer service specialist. He delivers a consistent, integrated and responsive customer service experience to all individuals.

Justin Genuino
Justin is the company's customer service specialist. He is solely focused on helping customers in any way possible and achieving significant customer service success.

My Su
My is the company's Graphics Designer for course content and advertising. She is also responsible for the company's marketing communication and advertising the Success Family of CE companies.

Thavery Buth
Thavery is the company's Reporting Specialist. She ensures that all attendees receive credits for courses attended. She reports all course rosters to the corresponding state departments of insurance. She also sends out attendee certificates of completion.

© 2018 Success Live CE (Formerly Clientell CE), All Rights Reserved