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 holistic protection approaches to build compliant, affordable plans that work effectively in practice. This course delivers hands-on tools for real-world financial advising success.

flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
This practical course equips you with 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 savings options, balance insurance costs against savings, and prepare straightforward client reports, checklists, and records to confidently provide robust 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: determine coverage amounts and compare term, permanent, and income policies.
- Develop integrated risk strategies: weigh insurance, pensions, and retirement options.
- Profile clients effectively: assess goals, cash flows, and workplace benefits rapidly.
- Communicate professionally: apply simple scripts, checklists, and regulatory-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 workload.What our students say
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