from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This short, hands-on course teaches you to assess client needs with confidence, work out proper coverage, and find solutions that fit real financial aims. You will learn straightforward talking, dealing with pushback, and honest closing, along with preparing quotes, explaining product details, and providing continued support with good rules-following, record-keeping, and a real focus on the client to build lasting trust and keep them coming back.
Elevify advantages
Develop skills
- Design custom term, whole, and universal life plans for actual clients.
- Prepare quotes and examples that follow rules and clearly display costs and promises.
- Figure out client coverage using DIME, income replacement, and budget checks.
- Run assured sales talks, manage objections, and close life policies in an upright way.
- Provide after-sale help, policy check-ups, and claims aid that keeps clients loyal.
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
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course
