Insurance and Pension Course
Build expertise in insurance and pension strategies for clients. Cover life, disability, critical illness insurance, retirement modeling, annuities, and combined protection approaches to create affordable, compliant plans that work in practice. Equip yourself to handle real-world financial security needs effectively.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain hands-on skills to craft retirement income plans, assess pension options, and determine coverage for disability, critical illness, and life insurance. Master projection modeling, tax-favored comparisons, premium-savings balance, and produce simple client guides, checklists, and records to confidently offer solid long-term protection strategies.
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, permanent, and income policies.
- Plan integrated risks: weigh insurance, pensions, and retirement options.
- Profile clients efficiently: assess goals, cash flows, and work benefits swiftly.
- Communicate professionally: apply straightforward scripts, checklists, and 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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