Insurance and Pension Course
Acquire essential skills in insurance and pension advisory for clients, covering life, disability, critical illness insurance, retirement income projections, annuities, and holistic protection approaches to build compliant, efficient plans that perform in practice.

4 to 360 hours of flexible workload
certificate valid 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 projection modelling, tax-efficient product comparisons, premium-savings balance, and client-ready explanations, checklists, and records to confidently provide robust long-term protection solutions.
Elevify Advantages
Develop Skills
- Master retirement calculations: quickly model 401(k), IRA growth and drawdown requirements.
- Design life and disability insurance: determine coverage levels and evaluate term, permanent, and income policies.
- Develop integrated risk strategies: weigh insurance, pensions, and retirement priorities.
- Hone client assessment: rapidly profile objectives, cash flows, and work benefits.
- Excel in client interactions: apply straightforward scripts, checklists, and regulatory documents.
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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