Insurance and Pension Course
This course equips you with essential skills for insurance and pension planning. Delve into life, disability, and critical illness insurance, retirement income modelling, annuities, and holistic protection approaches to build compliant, affordable plans that perform effectively in practice, ensuring client security and professional confidence.

from 4 to 360h flexible workload
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 financial projections, tax-efficient comparisons, premium-saving balances, and client-ready tools like explanations, 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 alongside income requirements.
- Design life and disability insurance: determine coverage amounts and evaluate term, whole life, and income policies.
- Develop integrated risk strategies: harmonise insurance, pensions, and retirement considerations.
- Hone client assessment abilities: rapidly align objectives, cash flows, and workplace benefits.
- Excel in professional client interactions: apply straightforward 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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