Insurance and Pension Course
This course equips you with essential skills for insurance and pension planning. Delve into life, disability, and critical illness insurance, retirement income projections, annuities, and holistic protection approaches to build compliant, economical plans that perform effectively in practice. Develop proficiency in client assessment, risk balancing, and clear communication for superior financial advising.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain practical expertise in crafting retirement income plans, assessing pension options, and determining appropriate coverage for disability, critical illness, and life insurance. Master projection modelling, tax-efficient product comparisons, premium-saving balances, and client-ready tools like explanations, checklists, and records to confidently provide robust long-term protection strategies.
Elevify advantages
Develop skills
- Master retirement calculations: quickly project 401(k) and IRA growth plus income requirements.
- Design life and disability insurance: determine coverage levels and evaluate term, permanent, and income policies.
- Integrate risk strategies: harmonise insurance, pensions, and retirement considerations.
- Profile clients effectively: swiftly analyse objectives, cash flows, and workplace benefits.
- Communicate professionally: apply straightforward scripts, checklists, and regulatory documents.
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