Insurance and Pension Course
Build expertise in insurance and pension strategies for clients. Cover life, disability, critical illness policies, retirement modelling, annuities, and holistic protection approaches to develop affordable, compliant plans that work in practice. Discover how to integrate coverage with savings goals for sustainable financial security that meets real-life demands.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
Gain hands-on skills to craft retirement income plans, assess pension options, and determine appropriate disability, critical illness, and life insurance coverage. Master financial projections, tax-efficient comparisons, premium-saving balances, and produce straightforward client guides, checklists, and records to confidently offer robust long-term protection strategies.
Elevify advantages
Develop skills
- Master retirement calculations: quickly project 401(k) and IRA growth plus income requirements.
- Design life and disability insurance: calculate coverage amounts and evaluate term, permanent, and income policies.
- Plan integrated risks: weigh insurance, pensions, and retirement options effectively.
- Profile clients efficiently: assess objectives, cash flows, and workplace perks in no time.
- Communicate professionally: apply simple scripts, checklists, and regulation-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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