What We Do

LEH Consultants provides educational services to financial corporations and institutions for licensing courses related to life and health insurance, investments, and sales continuing education.

 

Venues

Classroom

Traditional “classroom” learning can take place in a lecture hall or a conference room. We offer organized classes structures that can accommodate a range of schedules from an immersive 8-hour week-long experience to a series of lunch and learn continuing education courses during the workday.

Virtual Learning

Allows attending live, interactive, instructor-led classes as they're happening, in real-time, from anyplace with an Internet connection. No need to wait for a class to be available in a specific area or for students to travel long distances to a class. Students can realize classroom ambiance from the comfort of their own homes or offices.

 

Instruction & Training

Life and Accident and Health Insurance Required Pre-Licensing Course.

  • Preparation for the state licensing examinations.

  • Covers all required topics included in the Department of Banking and Insurance outline.

Investment Licensing Instruction.

  • Securities Industry Essentials (SIE) exam.

    • Assesses a candidate's basic knowledge of the securities industry.

  • Series 6

    • Investment Company and Variable Contracts Products Representative Exam.

  • Series 63

    • An exam entitling the holder to solicit orders for any type of security in a particular state.

Increasing Your Insurance Sales Course.

  • Covers the selling process from prospecting to closing and follow-up, including:

    • Evaluating buyer personalities.

    • Handling buyer indecision.

    • Qualities of successful salespeople.

Continuing Education

All courses are authored by LEH Consultants and state approved.

  • Future Money Needs: The Family, Juvenile & College Market.

  • Life Settlements: A Primer.

  • Life Settlements: An Alternative for Long Term Care and Retirement Funding.

  • New Jersey Long Term Care Partnership Program (8 hours and 4 hours).

  • New Jersey Required Annuity Training Course.

  • Medical Alphabet Soup (HMOs, PPOs, POSs, HSAs, etc.).

  • Medicare Alternatives: (Plan C and Medicare Supplements).

  • Salary Deferral Plans: 401(k) and 403(b).

  • Total Needs Planning: Capital Retention Method.

  • Variable Contracts and Retirement Plans.

School Certification

  •  Insurance agencies find being certified as a school helps in attracting new sales personnel by offering free continuing education courses.

  • LEH Consultants offers guidance to insurance agencies and business schools in the certification process for approval as insurance schools by the Department of Banking and Insurance.

  • The certification process includes:

  • Assistance in completing the required application.

  • Developing required materials including required student documents and an exit examination.

  • Continual monitoring and follow-up to final approval.