from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
This concise, practical course helps you confidently assess client needs, calculate appropriate coverage, and match solutions to real financial goals. Learn clear communication, objection handling, and ethical closing, plus how to prepare quotes, explain product features, and deliver ongoing service with strong compliance, documentation, and a true client-first mindset that builds long-term trust and retention.
Elevify advantages
Develop skills
- Design tailored term, whole, and universal life solutions for real clients.
- Run compliant quotes and illustrations that clearly show costs and guarantees.
- Calculate client coverage needs using DIME, income replacement, and budget tests.
- Lead confident sales meetings, handle objections, and close life policies ethically.
- Deliver post-sale service, policy reviews, and claims support that retain clients.
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 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?
Course in PDF
