Insurance and Pension Course
This course equips you with expertise in insurance and pension planning. Delve into life, disability, and critical illness insurance, retirement income projections, annuities, and holistic protection approaches to build compliant, affordable plans that perform effectively in practice. Develop the ability to analyse client needs, integrate benefits, and communicate solutions clearly for lasting financial security.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain practical skills to craft retirement income plans, assess pension options, and determine appropriate disability, critical illness, and life insurance coverage. Master projection modelling, tax-efficient comparisons, premium-savings balance, and produce straightforward client guides, checklists, and records to confidently provide robust long-term protection strategies.
Elevify advantages
Develop skills
- Master retirement calculations: quickly model 401(k) and IRA growth plus income requirements.
- Design life and disability insurance: determine coverage amounts and evaluate term, whole life, and income policies.
- Plan integrated risks: weigh insurance, pensions, and retirement options effectively.
- Profile clients efficiently: assess goals, cash flows, and employer perks in moments.
- Communicate professionally: apply simple scripts, checklists, and regulatory documents.
Suggested summary
Before starting, you can change the chapters and 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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