Insurance and Pension Course
Gain expertise in insurance and pension planning for clients. Delve into life, disability, and critical illness insurance, retirement income projections, annuities, and holistic protection approaches to build compliant, affordable plans that work in practice. Discover how to integrate coverage with pensions and savings for optimal client outcomes in a South African context.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This targeted course equips you with hands-on skills to craft retirement income plans, assess pension options, and determine appropriate disability, critical illness, and life insurance coverage. Master projection modelling, tax-efficient product comparisons, premium-savings balance, and produce straightforward client reports, checklists, and records to confidently provide robust, long-term protection strategies.
Elevify advantages
Develop skills
- Master retirement calculations: project 401(k), IRA growth and income requirements swiftly.
- Design life and disability cover: calculate amounts, evaluate term, permanent, and income policies.
- Holistic risk management: weigh insurance, pensions, and retirement compromises.
- Client assessment expertise: quickly align objectives, cash flow, and work benefits.
- Professional client engagement: apply simple scripts, checklists, and regulatory paperwork.
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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