from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
This practical course equips you to assess client needs confidently, calculate suitable coverage, and align solutions with actual financial objectives. You'll master straightforward communication, managing objections, and ethical deal-closing, along with preparing quotes, outlining product benefits, and providing continued support while upholding compliance, proper records, and a genuine client-focused approach that fosters lasting trust and loyalty.
Elevify advantages
Develop skills
- Design customised term, whole, and universal life policies for actual clients.
- Generate compliant quotes and illustrations that clearly display costs and assurances.
- Determine client coverage requirements using DIME, income replacement, and budget assessments.
- Conduct assured sales discussions, address objections, and finalise life policies ethically.
- Provide after-sale support, policy evaluations, and claims assistance to keep 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
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