Insurance and Pension Course
Gain expertise in insurance and pension strategies for clients. Cover life, disability, and critical illness policies, retirement income projections, annuities, and holistic protection approaches to build compliant, efficient plans that work in practice. Discover how to integrate coverage with savings for sustainable financial security tailored to individual needs.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
This targeted course develops hands-on skills for crafting retirement income plans, assessing pension options, and determining appropriate levels of disability, critical illness, and life insurance. You'll master projection modelling, tax-efficient product comparisons, premium-saving balances, and producing straightforward client reports, checklists, and records to confidently provide robust, long-term protection strategies.
Elevify advantages
Develop skills
- Master retirement calculations: quickly model KiwiSaver, superannuation growth and drawdown requirements.
- Design life and disability cover: determine amounts, evaluate term, permanent, and income protection options.
- Holistic risk management: weigh insurance, pensions, and retirement compromises.
- Client assessment expertise: rapidly chart objectives, budgets, and work benefits.
- Professional client engagement: apply simple guides, lists, and regulation-compliant paperwork.
Suggested summary
Before starting, you can change the chapters and the 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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