Insurance and Pension Course
Develop expertise in insurance and pension strategies for clients. Cover life, disability, critical illness insurance, retirement income projections, annuities, and holistic protection approaches to build compliant, affordable plans that work in practice. Explore integrated planning to align coverage with retirement goals effectively.

from 4 to 360h 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-efficient product comparisons, premium-saving balances, and produce straightforward client guides, checklists, and records to confidently provide robust long-term protection strategies.
Elevify advantages
Develop skills
- Master retirement calculations: project 401(k) and IRA growth plus income requirements swiftly.
- Design life and disability insurance: calculate coverage needs and evaluate term, permanent, and income policies.
- Plan comprehensive risk strategies: integrate insurance, pensions, and retirement considerations.
- Profile clients efficiently: assess objectives, cash flows, and workplace benefits quickly.
- 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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