Last Updated: February 10, 2022

Success Continuing Education (SCE).com, an Internet property of Success Continuing Education (SCE) LLC (“Success Continuing Education (SCE),” “us” or “we”), has created this privacy policy (the “Privacy Policy”) in order to disclose our information gathering and dissemination practices.  We understand the importance that Internet users place on privacy and have designed our website with this in mind.  Success Continuing Education (SCE) is fully committed to 100% permission-based marketing. You agree to this Privacy Policy, in its entirety, when you: (1) access or use our website located at,; (2) agree to receive e-mail from us; (3) obtain, or attempt to obtain, a quote regarding the usage of  Success Continuing Education (SCE) materials; and/or (4) obtain, or attempt to obtain, information and/or services from Success Continuing Education (SCE) at this Website or at a website belonging to an affiliate of Success Continuing Education (SCE) or (items (3) and (4) shall be referred to collectively as, the “Service”).

This Privacy Policy will address the following:

  1. Introduction
  2. Data Protection Officer
  3. How we collect and use (process) your personal information
  4. Use of the Success CE Website
  5. Cookies and tracking technologies
  6. Sharing information with third parties
  7. Transferring personal data to the U.S.
  8. Data Subject Rights
  9. Data Storage and retention
  10. Children’s data
  11. Questions, concerns or complaints
  12. Cookies Notice
  13. Information Collected (continued)
  14. This Website’s opt-out policy.


For purposes of compliance with the Gramm-Leach-Bliley Act, 15 U.S.C. 6802 (the “GLB Act”), the California Financial Privacy Act (“CFPA”) and the Vermont Fair Credit Reporting Act, 8 V.S.A. 10202 (“VFCRA”), this Privacy Policy shall serve as both your initial customer relationship and annual “Privacy Notice” as defined under the GLB Act, CFPA and VFCRA, respectively. If you would like to opt-out from the disclosure of your personal information to any third-party for marketing purposes, please send an email to with subject “unsubscribe”.

In order to comply with the California Consumer Privacy Act (CCPA) 2018 – AB-375 Privacy: personal information: business, pursuant to Sections 1798.110 and 1798.115, the following are designated methods for submitting requests for information: Toll-Free: (800) 879-6800 | Email: | Website:


Success CE is an online provider of continuing education courses for insurance professionals.

We understand that you are aware of and care about your own personal privacy interests, and we take that seriously. This Privacy Notice describes the Success CE’s policies and practices regarding its collection and use of your personal data, and sets forth your privacy rights. We recognize that information privacy is an ongoing responsibility, and so we will from time to time update this Privacy Notice as we undertake new personal data practices or adopt new privacy policies.

Data Protection Officer

Success CE is headquartered in Newport Beach, CA, in the United States. Success CE has appointed an internal data protection officer for you to contact if you have any questions or concerns about Success CE’s personal data policies or practices. If you would like to exercise your privacy rights, please direct your query to Success CE’s data protection officer. Success CE’s data protection officer’s name and contact information are as follows:

Taylor Patton

Success CE

2 Corporate Plaza Drive #100,

Newport Beach, CA 92660


How we collect and use (process) you personal information

Success CE collects personal information about its website visitors and customers. With a few exceptions, this information is generally limited to:

  • name
  • employer
  • email
  • phone number

We use this information to provide prospects and customers with services.

We do not sell personal information to anyone and only share it with third parties who are facilitating the delivery of our services.

From time to time, Success CE receives personal information about individuals from third parties. Typically, information collected from third parties will include further details on your employer or industry. We may also collect your personal data from a third party website (e.g. LinkedIn)

Use of the Success CE Website

As is true of most other websites, Success CE’s website collects certain information automatically and stores it in log files. The information may include internet protocol (IP) addresses, the region or general location where your computer or device is accessing the internet, browser type, operating system and other usage information about the use of Success CE’s website, including a history of the pages you view. We use this information to help us design our site to better suit our users’ needs. We may also use your IP address to help diagnose problems with our server and to administer our website, analyze trends, track visitor movements, and gather broad demographic information that assists us in identifying visitor preferences.

Success CE has a legitimate interest in understanding how members, customers and potential customers use its website. This assists Success CE with providing more relevant products and services, with communicating value to our sponsors and corporate members, and with providing appropriate staffing to meet member and customer needs.

Cookies and tracking technologies

Success CE makes available a comprehensive cookie notice that describes the cookies and tracking technologies used on Success CE website and provides information on how users can accept or reject them. To view the notice, just click here.

Sharing information with third parties

The personal information Success CE collects from you is stored in one or more databases hosted by third parties located in the United States. These third parties do not use or have access to your personal information for any purpose other than cloud storage and retrieval. On occasion, Success CE engages third parties to send information to you, including information about our products, services, and events.

A list of our third party sub processors can be found here: Rackspace Technology

We do not otherwise reveal your personal data to non-Success CE persons or businesses for their independent use unless: (1) you request or authorize it; (2) it’s in connection with Success CE-hosted and Success CE co-sponsored conferences as described above; (3) the information is provided to comply with the law (for example, compelled by law enforcement to comply with a search warrant, subpoena, or court order), enforce an agreement we have with you, or to protect our rights, property or safety, or the rights, property or safety of our employees or others; (4) the information is provided to our agents, vendors or service providers who perform functions on our behalf; (5) to address emergencies or acts of God; or (6) to address disputes, claims, or to persons demonstrating legal authority to act on your behalf. We may also gather aggregated data about our services and website visitors and disclose the results of such aggregated (but not personally identifiable) information to our partners, service providers, advertisers, and/or other third parties for marketing or promotional purposes.

The Success CE website connects with third party services such as Facebook, LinkedIn, Twitter and others. If you choose to share information from the Success CE website through these services, you should review the privacy policy of that service. If you are a member of a third party service, the aforementioned connections may allow that service to connect your visit to our site to your personal data.

Transferring personal data to the U.S.

Success CE has its headquarters in the United States. Information we collect about you will be processed in the United States. By using Success CE’s services, you acknowledge that your personal information will be processed in the United States. The United States has not sought nor received a finding of “adequacy” from the European Union under Article 45 of the GDPR. Pursuant to Article 46 of the GDPR, Success CE is providing for appropriate safeguards by entering binding, standard data protection clauses, enforceable by data subjects in the EEA and the UK. These clauses have been enhanced based on the guidance of the European Data Protection Board and will be updated when the new draft model clauses are approved.

Depending on the circumstance, Success CE also collects and transfers to the U.S. personal data with consent; to perform a contract with you; or to fulfill a compelling legitimate interest of Success CE in a manner that does not outweigh your rights and freedoms. Success CE endeavors to apply suitable safeguards to protect the privacy and security of your personal data and to use it only consistent with your relationship with Success CE and the practices described in this Privacy Statement. Success CE also enters into data processing agreements and model clauses with its vendors whenever feasible and appropriate. Since it was founded, Success CE has received zero government requests for information.

For more information or if you have any questions, please contact us at

Data Subject rights

The European Union’s General Data Protection Regulation (GDPR) and other countries’ privacy laws provide certain rights for data subjects. Data Subject rights under GDPR include the following:

  • Right to be informed
  • Right of access
  • Right to rectification
  • Right to erasure
  • Right to restrict processing
  • Right of data portability
  • Right to object
  • Rights related to automated decision making including profiling

This Privacy Notice is intended to provide you with information about what personal data Success CE collects about you and how it is used.

If you wish to confirm that Success CE is processing your personal data, or to have access to the personal data Success CE may have about you, please contact us.

You may also request information about: the purpose of the processing; the categories of personal data concerned; who else outside Success CE might have received the data from Success CE; what the source of the information was (if you didn’t provide it directly to Success CE); and how long it will be stored. You have a right to correct (rectify) the record of your personal data maintained by Success CE if it is inaccurate. You may request that Success CE erase that data or cease processing it, subject to certain exceptions. You may also request that Success CE cease using your data for direct marketing purposes. In many countries, you have a right to lodge a complaint with the appropriate data protection authority if you have concerns about how Success CE processes your personal data. When technically feasible, Success CE will—at your request—provide your personal data to you.

Reasonable access to your personal data will be provided at no cost. If access cannot be provided within a reasonable time frame, Success CE will provide you with a date when the information will be provided. If for some reason access is denied, Success CE will provide an explanation as to why access has been denied.

For questions or complaints concerning the processing of your personal data, you can email us at Alternatively, if you are located in the European Union, you can also have recourse to the European Data Protection Supervisor or with your nation’s data protection authority.

Data storage and retention

Your personal data is stored by the Success CE on its servers, and on the servers of the cloud-based database management services the Success CE engages, located in the United States. The Success CE retains service data for the duration of the customer’s business relationship with the Success CE and for a period of time thereafter, to analyze the data for Success CE’s own operations, and for historical and archiving purposes associated with Success CE’s services. Success CE retains prospect data until such time as it no longer has business value and is purged from Success CE systems. All personal data that Success CE controls may be deleted upon verified request from Data Subjects or their authorized agents. For more information on where and how long your personal data is stored, and for more information on your rights of erasure and portability, please contact us at:

Children’s data

We do not knowingly attempt to solicit or receive information from children.

Questions, concerns or complaints

If you have questions, concerns, complaints, or would like to exercise your rights, please contact us at:


Success CE

2 Corporate Plaza Drive #100, Newport Beach, CA 92663

We use cookies on our website to provide you with a better user experience. Cookies are small text files that are stored on your computer or mobile device when you visit a website. Our cookies do not contain any personal information. By using our website, you consent to our use of cookies in accordance with this Cookie Notice.

If you wish to disable the use of cookies, you can do so through your browser settings. Please be aware that disabling cookies may affect your experience on our website. For more information on how to disable cookies, please consult the help section of your browser or device.

If you have any questions or concerns about our use of cookies, please contact us.

Information Collected

Online Registration/Application
We provide an online application and/or information request forms to process your request for Service. Understand that the information that you submit is voluntary, but required if you request Service, whether or not you enter into a formal application with Success Continuing Education (SCE). The information submitted in connection with your registration/application, the information regarding your transactions with Success Continuing Education (SCE) and any and all other information that Success Continuing Education (SCE) collects, confirms or gathers in connection with your registration/application, or otherwise, both online and offline, is referred to, collectively, herein as “Personal Information.” Upon registration, you may be required to provide all or some of the following Personal Information: (1) name;  (2) e-mail address; (3) daytime telephone number; (4) information regarding your Broker/Dealer, General Agency, or other company affiliations; (5) information regarding your license numbers; last four digits of your SS #; and (6) answers to various eligibility questions, including providing credit card #’s and additional information. We do not store nor retain credit card #’s. For purposes of this Privacy Policy, items (1) through (6) in the preceding sentence shall be referred to, collectively, as “Sensitive Information.”

Success Continuing Education (SCE) reserves the right to transfer and/or sell aggregate or group data about Success Continuing Education (SCE) users for lawful purposes. Aggregate or group data is data that describes the demographics, usage or other characteristics of Success Continuing Education (SCE) users as a group without disclosing personally identifiable information. Subject to applicable state and federal law, by submitting your Personal Information to, and/or using, the Website, you agree to allow Success Continuing Education (SCE) to transfer and/or sell such aggregate data to third-parties.

IP Addresses
We use your IP address to help diagnose problems with our server, and to administer our Website. Your IP address is used to gather broad and specific demographic information as well as for validation purposes.

Web Site Tracking Software
Web servers, or those of third-party vendors, are able to utilize certain tracking software to capture your domain name address (the address of your Internet Service Provider) for purposes of tracking Website statistics. Note that we only collect information about you when you voluntarily provide that information through an application or registration, by visiting the Website request form, or some other Website activity that we may provide from time to time. The capture of your domain name is a common practice among websites for measuring the number of hits, pages visited, and length of user session. We use this information to measure the effectiveness of the Website offerings in order to service you better.

Sharing of Information
In order for us to service your requests, process your applications and conduct business from day-to-day, we must occasionally share your Personal Information with other companies. These companies may include, but are not limited to, state departments of Insurance, regulatory and designation granting authorities, as well as affiliated Continuing Education providers. We reserve the right to share this Personal Information in accordance with the terms of HIPAA, the GLB Act, for California State residents only, the CFPA and, for Vermont State residents only, the VFCRA. For purposes of compliance with the GLB Act, CFPA and VFCRA, Success Continuing Education (SCE) will not share “non-public personal information” with its affiliates or non-affiliates without providing customers with an annual “Privacy Notice” explaining that Success Continuing Education (SCE) will be sharing this non-public personal information with affiliates or non-affiliates of Success Continuing Education (SCE) and, for purposes of the GLB Act, providing customers with the opportunity to opt-out from such disclosures. Notwithstanding the foregoing, the non-public personal information of California State residents shall not be shared by Success Continuing Education (SCE) with third-parties unless: (1) Success Continuing Education (SCE) has obtained a fully executed consent acknowledgement from the applicable California resident; or (2) the California resident already has a relationship with a non-affiliated financial institution pursuant to, and as defined under, the CFPA. To fully execute a CFPA consent acknowledgement, please send an email to For purposes of compliance with the VFCRA, Success Continuing Education (SCE) will not share “non-public personal financial information” (as defined in the VFCRA) with third-parties without providing Vermont State residents with an annual notice explaining that Success Continuing Education (SCE) will be sharing this non-public personal information with non-affiliated third-parties. Notwithstanding the foregoing, the non-public personal financial information of Vermont State residents shall not be shared by Success Continuing Education (SCE) with non-affiliated third-parties unless: (a) Success Continuing Education (SCE) has obtained authorization from the applicable Vermont resident; provided, however, that such authorization must be in written form, or where the applicable Vermont resident agrees, electronic form; (b) the disclosure is made to third-parties for the sole purpose of processing transactions or other related processes on behalf of Success Continuing Education (SCE); and/or (c) the disclosure is made to third-parties that market Success Continuing Education (SCE)’s own products and services to its customers. To fully execute a VFCRA authorization, please send an email to

We use the Personal Information that you supply to personalize your experience with the Website, to evaluate whether you are qualified for the Service and for verification purposes. The Personal Information that you submit to Success Continuing Education (SCE) remains your property, but by submitting that Personal Information to Success Continuing Education (SCE), you grant Success Continuing Education (SCE) the right, subject to applicable state and federal law, to use that Personal Information for marketing purposes. By agreeing to this Privacy Policy, you authorize Success Continuing Education (SCE) to use your Personal Information to obtain other information about you from third-parties where such information was either not requested on the applicable registration form, or where such registration form was incompletely or improperly filled out. Such third-parties include, but are not limited to, state departments of insurance (DOIS), regulatory and designation authorities, FINRA, and other outside parties as permitted or required by applicable laws. Any and all Sensitive Information that we collect as part of your Service application, and from third-parties, will be used to determine your eligibility for the Service only and will not be shared with third-parties other than who are involved in the processing of certificates, posting CE hours, courses, and credits earned, broker/dealers, general agencies and product distribution companies, as applicable, for purposes of evaluating your qualifications. If you choose to provide information such as your Social Security Number, or authorize us to obtain your Social Security Number on your behalf, we may use that information for any other lawful purposes. If you do not provide such information, we may also use other information that you provided for the purpose of verifying your eligibility for continuing education credits or for any other programs, offers or services applied for by and through the Website.

Subject to restrictions contained in applicable state and federal law, we may sell Personal Information (other than: (i) Sensitive Information; (ii) where you have opted-out from the use of such information; (iii) where we have not received your authorization or met the requirements of an exception under the VFCRA, if you are a Vermont State resident; and (iv) where we have not received your acknowledgement and consent or met the requirements of an exception under the CFPA, if you are a California State resident;) and/or join together with other businesses to bring selected opportunities to our customers. Success Continuing Education (SCE) is able to offer its Service to you, in part, based on your willingness to be reached by our third-party advertisers. This information may also be shared with advertisers on an aggregate basis. We also use contact information from your registration data to send you information about Success Continuing Education (SCE) and to keep you informed of our other products and services that may be of interest to you. Please keep in mind, though, that Success Continuing Education (SCE) does not control, and is not responsible for, the practices of our third-party advertisers. Your contact information is also used to reach you, when necessary, regarding issues concerning your use of the Website. If you wish to stop receiving future communications from us and/or third-party advertisers, or if you wish to prevent the transfer and/or sale of your Personal Information to third-parties (subject to restrictions contained in applicable state and federal law), please see the Opt-Out/Unsubscribe section below.

By submitting your e-mail address at the Website and/or submitting an application for the Service, you agree to receive information from Success Continuing Education (SCE) and/or its corporate affiliates. You also agree that by submitting your e-mail address at the Website, you may receive e-mail marketing from Success Continuing Education (SCE) (including other Success Continuing Education (SCE) properties) and our third-party advertisers.

In addition, you agree that such act constitutes a purchase, an inquiry and/or an application for purposes of the Amended Telemarketing Sales Rule, 16 CFR §310 et seq. (the “ATSR”). With respect to the ATSR, and notwithstanding that your telephone number may be listed on the Federal Trade Commission’s Do-Not-Call List, Success Continuing Education (SCE), affiliated companies, and third party organizations, retain the right to contact you via telemarketing in accordance with the terms of the ATSR. Moreover, by registering with, or requesting information from, a third-party advertiser at or through the Website, such action shall constitute a purchase, an inquiry and/or an application with the respective third-party advertiser for purposes of their compliance with the ATSR and you may be contacted via e-mail, direct mail and/or telemarketing by such third-party advertiser in accordance with the terms of the ATSR.

Success Continuing Education (SCE) reserves the right to release current or past user information and Personal Information: (A) in the event that we believe that the Website and/or the Service is being or has been used in violation of the Website Terms and Conditions or to commit unlawful acts; (B) if the information is subpoenaed; or (C) if Success Continuing Education (SCE) is sold or acquired. Moreover, you hereby consent to disclosure of any record or communication to any third-party when Success Continuing Education (SCE), in its sole discretion, determines the disclosure to be appropriate including, without limitation, sharing your e-mail address with other third-parties for suppression purposes in compliance with the CAN-SPAM Act of 2003, as amended from time to time.

Other Websites
This Website may contain links to other third-party owned and/or operated websites. In some cases, you may be able to make a purchase through one of their third-party websites. In these instances, you may be required to provide certain information, such as a credit card number, to register or complete a transaction at such website. These third-party websites have separate privacy and data collection practices and Success Continuing Education (SCE) has no responsibility or liability relating to them. Additionally, some third party departments of insurance, regulatory and designation authorities and others that are involved in the processing, funding and reporting of your CE information, as well as broker/dealers, general agencies, professional organizations, and marketing partners may require the transfer of some or all of the Personal Information that you supplied to Success Continuing Education (SCE). When necessary, Success Continuing Education (SCE) provides this information to those third parties that are involved and our marketing partners (subject to restrictions contained in applicable state and federal law). Success Continuing Education (SCE) is not responsible for the privacy practices of these third party underwriters and lenders.

Third-Party Offers
Success Continuing Education (SCE) provides you with the opportunity to receive special offers, products and/or services from other third-party companies. To receive such offers, products and/or services, certain of your Personal Information (other than the Sensitive Information) will be shared with such third-party companies (subject to restrictions contained in applicable state and federal law), so that they may provide their offer, product or service to you without requiring that you first complete another registration form.

All collected information is stored in a technically and physically secure environment. When our registration/application process asks users to enter Sensitive Information (such as license numbers, Social Security Number, etc), and when we store and transmit such sensitive information, that information is encrypted and is protected with SSL encryption software. While we use SSL encryption to protect Sensitive Information online, we also do everything in our power to protect user Personal Information (including Sensitive Information) off-line. Unfortunately, no data transmission over the Internet can be guaranteed to be 100% secure. As a result, while we strive to protect your Personal Information (including Sensitive Information), we cannot ensure or warrant the security of any information that you transmit to us, and you do so at your own risk. Once we receive your transmission, we make reasonable efforts to ensure its security on our systems. Access to this information is strictly limited, and not accessible to the public. All of our users’ Personal Information, not just the Sensitive Information, is restricted in our offices. Only employees who need the information to perform a specific job (for example a customer service representative) are granted access to Personal Information. Our employees are dedicated to ensuring the security and privacy of all Success Continuing Education (SCE) user information. Employees not adhering to our firm policies are subject to disciplinary action. In compliance with applicable federal and state law, we shall notify you and any applicable regulatory agencies in the event that we learn of an information security breach with respect to your Personal Information. You will be notified via e-mail in the event of such a breach. Please be advised that notice may be delayed in order to address the needs of law enforcement, determine the scope of network damage, and to engage in remedial measures.

To stop receiving future communications from Success Continuing Education (SCE), please send an email to with the subject “unsubscribe”. Success Continuing Education (SCE) uses Personal Information to provide promotional offers by e-mail to individuals. Success Continuing Education (SCE) may maintain separate e-mail lists for different purposes. If e-mail recipients wish to end their e-mail subscription to a particular list, they need to follow the instructions at the end of each e-mail message to unsubscribe from the particular list. To unsubscribe from all Success Continuing Education (SCE) e-mail lists, please send an email to with the subject “unsubscribe”.

Changes in Privacy Policy
Success Continuing Education (SCE) reserves the right to change or update this Privacy Policy at any time by posting a notice at the Website explaining that we are changing our Privacy Policy. If the manner in which we use Personal Information changes, Success Continuing Education (SCE) will notify its users by posting the changes on the Website, sending out an e-mail notification to its customers notifying them of the changes and providing them with the opportunity to opt-out of the provisions relating to the transfer of their Personal Information. Other than where the user opts-out, and other than where affirmative consent is required for California residents and Vermont residents, the user’s continued use of the Service and/or continued receipt of Success Continuing Education (SCE) e-mails constitutes an affirmative acknowledgement and acceptance by the user of the modified Privacy Policy.

Correct/Update Personal Information supplied to Success Continuing Education (SCE) during registration can be modified by: (1) logging in to your Success Continuing Education (SCE) account; (2) clicking on edit; or (3) modifying any of the desired fields.

Contacting the Website
Our “About Us” page contains information that allows you to contact us directly with any questions or comments that you may have. We listen to or read, as applicable, every message that we receive and endeavor to reply promptly to each one. This information is used to respond directly to your questions or comments. If you have any questions about this Privacy Policy or the practices of Success Continuing Education (SCE), please feel free to contact us at 1-949-706-9453 or

Attention Minnesota Students: Minnesota student’s information will not be sold or distributed to any third party without prior written consent of the student. Taking the course does not constitute consent.