Insurance and Pension Course
Develop expertise in insurance and pension strategies for clients. Cover life, disability, and critical illness insurance, retirement income projections, annuities, and holistic protection approaches to build compliant, efficient plans that work in practice. Explore coverage design, risk integration with pensions, client needs assessment, and professional communication tools for real-world application.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
Gain hands-on skills to craft retirement income plans, assess pension options, and determine appropriate disability, critical illness, and life insurance coverage. Master projection modelling, tax-advantaged product comparisons, premium-savings balance, and produce straightforward client explanations, checklists, and records to confidently provide robust long-term protection strategies.
Elevify advantages
Develop skills
- Master retirement calculations: quickly model superannuation and IRA growth plus income requirements.
- Design life and disability policies: calculate coverage amounts and evaluate term, permanent, and income protection options.
- Integrate risk management: weigh insurance against pensions and retirement choices.
- Profile clients effectively: rapidly assess objectives, cash flows, and workplace benefits.
- Communicate professionally: apply simple scripts, checklists, and regulatory-compliant paperwork.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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