What We Do

LEH Consultants delivers initial and continuing educational content and instruction to individuals and business related to life and health insurance and investments

Content Creation and Presentation

With our thorough understanding of life and health insurance and investments, we provide course materials or presentations that break down explain complex life and health insurance and investment strategies and products clearly and professionally to individuals and advisors.

Some state approved courses authored and published by LEH Consultants. 

• 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.

If you are looking for informational content to support your existing team of instructors or materials for self study

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.

• Covers all required topics outlined in N.J. and N.Y. state Department of Insurance specifications.

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.

Venues Available for Instructional Services

LEH Consultants has the flexibility to provide instructional services both in-person and virtually for any/all course offerings.

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.

Looking for a instructional services in life and health insurance and investments?