Insurance and Pension Course
Gain expertise in insurance and pension planning for clients. Master life, disability, and critical illness insurance, retirement income projections, annuities, and combined protection approaches to build compliant, affordable plans that work in practice. Develop skills to model finances, size coverage, balance risks, profile clients, and communicate professionally using clear tools and documents.

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 disability, critical illness, and life insurance coverage. You will learn to project financial models, evaluate tax-efficient options, weigh premiums against savings, and produce straightforward client reports, checklists, and records to confidently offer robust, long-term protection strategies.
Elevify advantages
Develop skills
- Master retirement calculations: quickly model 401(k) and IRA growth plus income requirements.
- Design life and disability insurance: determine 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 flow, and work benefits in short time.
- Communicate like a pro: apply simple scripts, checklists, and regulation-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 workloadWhat our students say
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