Insurance and Pension Course
Gain expertise in insurance and pension planning for clients. Master life, disability, and critical illness insurance, retirement income projections, annuities, and holistic protection approaches to develop compliant, economical plans that perform effectively in practice. This course ensures you can integrate these elements seamlessly for optimal client outcomes.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
This targeted course equips you with practical skills to craft retirement income strategies, assess pension options, and determine appropriate levels of disability, critical illness, and life insurance. You will learn to project financial models, evaluate tax-efficient products, weigh premiums against savings, and produce straightforward client explanations, checklists, and records to confidently deliver robust, long-term protection plans.
Elevify advantages
Develop skills
- Master retirement calculations: project 401(k) and IRA growth alongside income requirements swiftly.
- Design life and disability cover: determine amounts and compare term, whole-life, and income protection policies.
- Holistic risk management: integrate insurance, pensions, and retirement considerations effectively.
- Client assessment proficiency: quickly align objectives, cash flows, and workplace benefits.
- Professional client engagement: employ straightforward 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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