Insurance and Pension Course
Build expertise in insurance and pension strategies for clients. Cover life, disability, critical illness policies, retirement income projections, annuities, and holistic protection approaches to develop affordable, regulation-compliant plans that work in practice. Equip yourself to analyse risks, optimise coverage, and communicate effectively for lasting financial security.

from 4 to 360h flexible workload
valid certificate 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 projection modelling, tax-efficient product 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), IRA growth and drawdown requirements.
- Design life and disability insurance: calculate needs and evaluate term, permanent, and income policies.
- Integrate risk strategies: weigh insurance, pensions, and retirement savings options.
- Profile clients efficiently: assess objectives, budgets, and workplace perks rapidly.
- Communicate professionally: apply simple scripts, checklists, and regulatory paperwork.
Suggested summary
Before starting, you can change the chapters and the 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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