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Success Continuing Education

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Success CE and NAFA Announce Enhancements to the Annuity Suitability and Product Specific Training Platform for Insurance Companies, Product Distributors, and Advisors

The first on the market Training Platform for the new NAIC Guidelines regarding Annuity Suitability and Product Specific Training from Success CE and the National Association of Fixed Annuities continues to improve. Join them for a free webinar on Tuesday Nov. 30th at 2 pm (eastern) to discover the latest in technological advancements in Education and Training.

New York, NY, November 29, 2010 --( NAFA & SuccessCE Announce NAIC Annuity Suitability and Product Specific Training (PST) TM Enhancements

The National Association for Fixed Annuities, in partnership with SuccessCE, announces enhancements to its PST (Product-Specific Training) Platform for NAIC Annuity Suitability Model CE requirements and training carriers, distributors, and advisors. Now the first launched CE and Product-Specific Training platform is even better with easy-to-use course management and producer verification enhancements.

The budget friendly platform provides NAFA members with a cost effective turnkey program to administer, verify and track required product-specific training. The system also covers all insurance continuing education requirements nationwide.

Free Demo for Carriers, Distributors, and Advisors on Nov. 30th at 2 pm Eastern Click here to register.

Financial advisors and producers can access their training at or With real-time reporting carriers and distributors can track and verify completions.

NAFA and Success CE insurance carrier members, advisors, and distributors have been benefiting from a system provided to verify and track insurance professionals’ completion of product-specific training and Insurance Continuing Education required by the National Association of Insurance Commissioners 2010 Model.

“We’ve shown our platform to regulators who are seeking significant verification and tracking for producer training and CE and they were very pleased with the functionality and reliability of the features,” said Kim O’Brien, executive director of NAFA. “We are pleased to offer this special discounted program to our member carriers.”

Insurance Carriers, Annuity Distributors, and Non-NAFA members will also receive discounts on NAIC Product Specific Training and Insurance Continuing Education nationwide.

The Platform includes the following benefits:

An Industry Wide One Source, “Pay as You Go” Solution for CE + Product Specific Training

· Real Time Verification Exports and the option of Real time data interfaces with the carriers systems
· Carriers and distributors can upload courses and assign courses to producer lists or Success CE will do it for you!
· A customized training page for each Advisor with Certificates printed online in all states.
· Alarm technology to notify students of upcoming requirements

The program was developed with input from NAFA carrier members and Success CE customers. The training covers all states and handles all the requirements needed for annuity training. The Success CE “Success Management System” provides robust tracking systems to verify the progress of licensed insurance professionals in completing the compliance requirements of their state with both Product Specific Training and Insurance Continuing Education.

The system is fully developed and ready for carriers and agents to use immediately as the January 1st deadline for Iowa agents’ training is rapidly approaching.

NAFA plays an important role for its members at the forefront of regulatory and legislative issues. This program provides a variety of effective solutions for insurance companies as they focus their efforts on compliance. By utilizing the Success CE/NAFA Insurance CE and Product-Specific Training Model, insurance companies, distributors, and agents will need only one source for their training to meet all the NAIC CE guidelines.

For more information, contact NAFA at 414-332-9306 or Success CE at 770-783-0174, Eastern U.S. or 949-706-9453, Western U.S. or, or

About the National Association of Fixed Annuities

NAFA, the National Association for Fixed Annuities, is a national trade association exclusively dedicated to promoting the awareness and understanding of fixed annuities – including income, declared rate, market value adjusted and indexed. NAFA is the only association whose sole purpose is advocating for the fixed annuity product and educating regulators, legislators, consumers, members of the media, industry personnel, and distributors about fixed annuities and their benefits to retirees and those planning retirement. NAFA’s membership of fixed annuity carriers and independent marketing organizations (or field organizations) represents over 200,000 agents and registered representatives selling fixed annuities. NAFA was founded in 1998 and is headquartered in Milwaukee, Wisconsin. Get more information on annuities at


Media Contact: Kim O’Brien - – 414-332-9306 (office) - 414-332-9312 (cell)

About the Success Family of CE Companies:
The Success Family of Companies has developed the sophisticated technology to either access online reporting, batch report, or Real Time report an agents’ Product Specific Training (PST) completions to Carriers. Insurance carriers and Annuity Distributors will receive discounted pricing on PST and all Insurance CE courses an agent needs to renew their license in any state.

The Success Familiy of Companies will also have the required 4 hour Annuity Suitability Course approved in Iowa, Wisconsin, and Oklahoma and available in any state where required, in addition to the Carriers PST courses, whether Live (classroom) or Online.

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, Claims Adjuster CE, Firm Element CE, and Legal (MCLE) Continuing Education.

All state specific Annuity Certification, Ethics, Long Term Care, and all required Continuing Education courses are available in Online or Textbook formats with Success Continuing Education and its’ Family of CE Companies.

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

Please contact Shelley Bell at 770-783-0174 ( or Bill Cooley at 949-706-9453 ( for more information.
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Success Continuing Education
Bill Cooley

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