from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This short, hands-on course equips you to boldly evaluate client requirements, compute suitable coverage, and align options with genuine financial objectives. Master straightforward communication, tackling pushbacks, and upright sealing of deals, along with preparing estimates, clarifying product benefits, and offering continuous support with solid regulatory adherence, record-keeping, and a genuine client-centred approach that fosters enduring confidence and loyalty.
Elevify advantages
Develop skills
- Craft customised term, whole, and universal life plans for actual clients.
- Generate regulation-compliant estimates and demos that plainly display expenses and assurances.
- Compute client coverage requirements using DIME, income substitution, and budget evaluations.
- Conduct assured sales discussions, address objections, and finalise life policies morally.
- Provide after-sale assistance, policy assessments, and claims aid that keeps clients on board.
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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