Insurance and Pension Course
Gain expertise in insurance and pension strategies for clients. Master life, disability, and critical illness insurance, retirement income projections, annuities, and holistic protection approaches to build compliant, affordable plans that work effectively in practice. Develop skills in coverage sizing, risk balancing, client assessment, and professional documentation for real-world success.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course equips you with hands-on skills to craft retirement income plans, assess pension options, and determine appropriate coverage for disability, critical illness, and life insurance. You will master projection modeling, tax-efficient product comparisons, premium-saving balances, and produce straightforward client guides, checklists, and records to confidently offer robust, tailored long-term protection solutions.
Elevify advantages
Develop skills
- Master retirement calculations: quickly project 401(k) and IRA growth plus income requirements.
- Design life and disability insurance: determine coverage amounts and evaluate term, permanent, and income policies.
- Plan integrated risks: weigh insurance, pensions, and retirement options effectively.
- Profile clients efficiently: assess objectives, cash flows, and workplace benefits rapidly.
- Communicate professionally: apply simple scripts, checklists, and regulatory-compliant 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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