Insurance and Pension Course
Gain expertise in insurance and pension strategies for clients. Master life, disability, critical illness insurance, retirement income projections, annuities, and holistic protection approaches to build compliant, budget-friendly plans that work in practice. Develop skills for real-world financial advising 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 modelling, tax-efficient product comparisons, premium-saving balances, and produce straightforward client guides, checklists, and records to confidently offer solid 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: calculate coverage amounts and compare 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 no time.
- Communicate professionally: apply simple scripts, checklists, and 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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