Success Live CE is owned by J. William “Bill” Cooley who, after spending several hours in continuing education classes without receiving usable information, 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, First Choice CE, and ClienTell CE), it provides approved CE credits for insurance licensing, along with CFP, CIMA, CLU/ChFC, and CPA.

Mission Statement

To earn the loyalty and trust of individual clients, companies and employees with superior products and through unmatched customer service. We will provide your team of professionals with the best systems, processes, and resources available.

Success Live CE provides the highest caliber of live insurance continuing education materials to promote quality sales of financial services products, with an emphasis on the interaction between instructor and attendee. Specializing in providing pre-approved “Live Presentation” (instructor-led classroom) courses for executives and wholesalers, to increase attendance at meetings and conferences. Success Live CE thrives on providing a variety of creative and administrative services for our clients.

Our Goals

  • Produce captivating and informative training materials
  • Track and expedite live insurance continuing education record keeping
  • Train effective presenters who will increase the consumer’s acceptance of financial services and products
  • Help develop their professional knowledge
  • Provide skills and materials that facilitate the consumer’s understanding of financial services concepts and solutions.

Founder, President & CEO of Success CE

J. William ‘Bill’ Cooley – P.E., M.B.A.
Bill is the President and CEO of Success Live CE and 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, also including stockbrokers. Insurance agents effectively transfer their knowledge obtained from 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.