Bio of Lee Bethel
Lee V. Bethel, CLU®, ChFC®, REBC®, RHU®, CAP®, AIF® is President of Comprehensive Benefit Services, Inc. He has been in the insurance, employee benefit, investment and financial services field since 1979. He is a graduate of Morehouse College and a past president of the Philadelphia Chapter of the Morehouse College Alumni Association.
He is a Chartered Life Underwriter, Chartered Financial Consultant, Registered Employee Benefits Consultant, Registered Health Underwriter and a Chartered Advisor in Philanthropy, “He has also earned the Accredited Investment Fiduciary® or (AIF®) professional designation from Fiduciary360 and has received formal training in investment fiduciary responsibility.”
He is a member of the Society of Financial Service Professionals, the National Association of Insurance and Financial Advisors, the National Association of Health Underwriters, National Association of Plan advisors the District of Columbia Association of Insurance and Financial Advisors. He also served for three terms on the Board of Directors of the District of Columbia Association of Insurance and Financial Advisors.
He is a Life and Qualifying Member of the Million Dollar Round Table with five Court of the Table qualifications based on production. He has received numerous industry awards and has taught the personal insurance course for the Life Underwriter Training Council. He is a Series 7, 63, and 65 Registered Representative with LPL Financial. He has appeared on the PBS television program Money Watch as a guest panelist and as a Financial Consultant for Black Entertainment Television (BET).
He has been quoted in several magazines and in USA Today. He has also written several articles that have appeared in insurance industry publications. He recently was a guest lecturer for the Society of Financial Services Professional on Health Savings Accounts and Health Reimbursement Accounts and a presenter for the 2005 Annual Forum for the Society of Financial Services Professionals. He is currently the Chair of the Employee Benefits section for the Society of Financial Services Professional. He was featured in the April 2006 issue of Life Insurance Selling and in September of 2006 he was elected to the Board of Directors of the National African American Insurance Association. In 2009 he was elected to the Board of Trustees of The American College. In August 2010 he became the first person to achieve the Chartered Healthcare Consultant Designation and was honored by the American College Alumni Association as Alumnus of the month.He is married and has 3 daughters. He has served on the Board of Advisors of his church. He is an accomplished bass guitar player and also directs a 20-piece church orchestra.
Securities offered through LPL Financial, Member SIPC/FINRA