Insurance and Pension Course
Gain expertise in insurance and pension planning for clients, covering life, disability, and critical illness insurance, retirement income modeling, annuities, and integrated protection strategies. Design compliant, cost-effective plans that perform effectively in real-world scenarios, ensuring robust client financial security.

4 to 360h flexible workload
certificate valid in your country
What will I learn?
This course develops practical skills for designing retirement income strategies, evaluating pension options, and determining appropriate coverage for disability, critical illness, and life insurance. Participants learn to create financial projections, compare tax-advantaged savings vehicles, balance insurance premiums with retirement savings, and produce clear client explanations, checklists, and documentation to confidently deliver suitable long-term protection plans.
Elevify advantages
Develop skills
- Master retirement calculations: model RRSP, TFSA growth and income requirements quickly.
- Design life and disability coverage: determine amounts and compare term, permanent, and income protection options.
- Develop integrated risk strategies: balance insurance, pensions, and retirement planning trade-offs.
- Profile clients efficiently: assess goals, cash flow, and employer benefits rapidly.
- Communicate professionally: apply clear scripts, checklists, and compliant documentation.
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
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course