Insurance and Pension Course
Master insurance and pension planning for clients. Learn life, disability, and critical illness coverage, retirement income modeling, annuities, and integrated protection strategies so you can design compliant, cost‑effective plans that stand up in the real world.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This focused course builds practical skills to design retirement income strategies, evaluate pensions, and size disability, critical illness, and life coverage. Learn to model projections, compare tax-advantaged vehicles, balance premiums with savings, and create clear client explanations, checklists, and documentation so you can deliver suitable, well-structured long-term protection plans with confidence.
Elevify advantages
Develop skills
- Retirement math mastery: model 401(k), IRA growth and income needs fast.
- Life and disability design: size coverage, compare term, whole, and income plans.
- Integrated risk planning: balance insurance, pensions, and retirement trade-offs.
- Client profiling skills: map goals, cash flow, and employer benefits in minutes.
- Pro client communication: use clear scripts, checklists, and compliant documents.
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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