flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
This short, hands-on course equips you to confidently evaluate client needs, work out suitable coverage, and pair solutions with actual financial objectives. You'll pick up straightforward communication, dealing with pushback, and honest closing techniques, along with preparing quotes, outlining product details, and providing continued support while sticking to regulations, keeping proper records, and maintaining a genuine client-focused approach that fosters lasting trust and keeps clients coming back.
Elevify advantages
Develop skills
- Craft custom term, whole, and universal life plans for actual clients.
- Generate compliant quotes and illustrations that plainly display costs and assurances.
- Figure out client coverage requirements using DIME, income replacement, and budget checks.
- Conduct assured sales discussions, address objections, and finalise life policies ethically.
- Provide after-sale support, policy check-ups, and claims assistance that keeps clients loyal.
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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