Bio of Lee Bethel
Lee V. Bethel, CLU®, ChFC®, REBC®, RHU®, ChHC®, CAP®, AIF®, CPFA, CASL®, C(k)P® is President of Comprehensive Benefit Services, Inc. He has been in the insurance, employee benefit, investment and financial services field since 1979. He’s a Morehouse College graduate and a past president of the Philadelphia Chapter of the Morehouse College Alumni Association. He provides a full range of employee benefits and financial services. Lee brings coordinated services to provide corporate consulting on 401(k) and 403(b) retirement plans, group life, health and disability insurance programs. In offering coordinated services, he is equipped to assist companies and human resource departments navigate the challenges and obtain the solutions needed in offering employee benefit programs to their employees. He holds designations as a Chartered Life Underwriter, Chartered Financial Consultant, Registered Employee Benefit Consultant, Registered Health Underwriter, Chartered Healthcare Consultant, Chartered Advisor in Philanthropy, Accredited Investment Fiduciary, Chartered Plan Fiduciary Advisor, Chartered Advisor for Senior Living and Certified 401(k) Professional.
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 and 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 ten 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 the former Chair of the Employee Benefits section for the Society of Financial Services Professional. He has been featured in the April 2006 issue of Life Insurance Selling and the February 2019 issue of Insurance Net News.
He is a past member of the Board of Directors of the National African American Insurance Association and the Board of Trustees of The American College. In August 2010 he was honored by the American College Alumni Association as Alumnus of the month.
In August 2018 he was awarded the Lang Dixon Leadership in Excellence and Diversity Award (LEAD) by the Conference of African American Financial Professionals. In September 2018 he was awarded a Lifetime Achievement Award by the National African American Insurance Association. He was also featured in the 2018 American College annual report and in the February 2019 issue of Insurance Net News.
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 is the former conductor of a 20-piece church orchestra.
Securities and Advisory Services offered through LPL Financial
A Registered Investment Advisor
Member FINRA/SIPC