Insurance and Pension Course
This course equips you with essential skills in 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. Ideal for advisors aiming to deliver reliable financial security.

flexible workload of 4 to 360h
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-friendly explanations with checklists and documents to confidently offer robust long-term protection solutions.
Elevify advantages
Develop skills
- Master retirement calculations: quickly model 401(k), IRA growth, and income requirements.
- Design life and disability insurance: determine coverage amounts and compare term, whole life, and income policies.
- Develop integrated risk strategies: harmonise insurance, pensions, and retirement considerations.
- Hone client assessment abilities: swiftly analyse goals, cash flows, and employer perks.
- Enhance professional communication: 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
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