Life & Health Exam

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JimYoung's picture
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Joined: 2007-08-05

Hi everyone, I have just signed onto MetLife and going into internal wholesaling. The position starts next week, but I am starting to read the life&health materials right now to get a head start. Is it just me or does the AD Banker material make it seem like it's harder than the Series 7? Or maybe it's because I have no background in life insurance as I just graduated college and have only interned at wealth management firms in the past. How did you guys study for your L&H exam and how long did you spend? Any suggestions? thanks!

brain.ra's picture
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Joined: 2008-02-20

I thought the L&H exam was pretty easy, but I went to the class training with AD Banker and by the end of the week I felt prepared.  If you're studying on your own though i'm sure it'll be a different story. 
 
One thing our instructor said that I think is good advice is, "Take whatever you know about insurance in the real world and throw it away for the test.  Study exactly what's in the book and nothing else and you'll do fine".  The test is based on the material exactly as it is in the study book.  One girl in our class had about 5 books on how to study for the exam and our insructor walked over to her, picked up the books, and threw them all in the trash...it was kind of funny. 
 
Oh, and by the way, this is for the L&H exam in California.  I'm not sure if the test is the same in other states.

JimYoung's picture
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Joined: 2007-08-05

thanks! i'm also taking the CA L&H, aside from the 40 hr class, how much time did you put into studying personally?

brain.ra's picture
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Joined: 2008-02-20

I only studied for a few hours on my own the night before the test.  But the instructor I had was pretty good.  We went though the whole book and he had us highlight everything we needed to study. I just read through the highlighted parts of my book the night before and that was it.
 
Are you doing the class or self-study?

JimYoung's picture
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Joined: 2007-08-05

I'm not totally sure yet because MetLife's training program for their wholesalers is for 5-6 weeks, but I'm not sure if they're going to give us a week off in between to go to our L&H class. They want us to get these licenses in order...L7H, 6, 63, and 7. Thanks for your help!

brain.ra's picture
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Joined: 2008-02-20

I agree with iceco1d.  I think getting the 7 and 66 would be a better option if they'll let you do it.  I'm not sure what the reasoning would be for getting both the 6 and 7?
 
Also, if they give you the option to take your L&H training in a classroom, I would recommend it.  I know people who have done well from the online classes, but the classroom training made things pretty easy.

JimYoung's picture
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Joined: 2007-08-05

Unfortunately, I don't and that's because at MetLife I'll be an internal/external wholesaler (I'm just doing this for a few years to eventually become a FA at a wirehouse). MetLife's program track goes LH, 6, 63, but they told me after 6 months, they will sponsor me for my 7/CFA/CFP/MBA if I want it. I'm assuming that they will also sponsor me for the 66, but first I will have to acquire the licenses they make mandatory. Any suggestions?

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