Life Insurance and Retirement Savings Course

Name: Life Insurance Protection and Retirement Savings Course
Availability: InStock

Connect life protection needs, policy decisions, retirement accumulation, and income risks in one customer file.

Life Insurance and Retirement Savings Course

At a glance

Duration: 5 days
Format: Classroom
Cities: Accra, Tashkent, Trabzon, Nairobi, Dubai, Porto and more
Next session: 11 – 15 October 2026, Accra
Average fee: 5,800 €

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Life Insurance Protection and Retirement Savings Course

Overview

Life Insurance Protection and Retirement Savings Course is a five-day foundation course for insurance, retirement-savings, relationship, benefits, and finance professionals, who leave with a Protection and Retirement Needs File. The course connects life insurance, protection needs, policy benefits, underwriting, claims, beneficiaries, retirement savings, pension arrangements, annuities, and longevity risk in one customer decision process. Agile Leaders Training Center provides foundation training in life protection and retirement savings.

Who Should Attend

Insurance functions responsible for life-policy information and servicing
Retirement-savings functions responsible for member options and communications
Relationship functions responsible for explaining protection and savings choices
Benefits functions responsible for employee protection and retirement arrangements
Operations functions responsible for applications, records, claims, and payments
Finance functions responsible for household protection and retirement analysis

The course assumes participants already handle customer, member, policy, benefit, or financial information and leaves out actuarial pricing, regulated personal advice, and advanced pension-fund governance.

Departments and Industries

The course supports departments that explain, administer, compare, or control life protection and retirement-savings arrangements across financial and employment settings.

Life insurance product, distribution, and policy-service teams
Pension, retirement-savings, and benefits administration functions
Banking, wealth-support, and financial-services organizations
Human resources, payroll, and employee-benefits departments
Customer service, claims, and complaints functions
Advisory, audit, and financial-education organizations

Learning Objectives

By the end of this course, participants will be able to:

Apply protection-needs analysis to life insurance choices
Compare policy types, premiums, benefits, options, and exclusions
Use underwriting, beneficiary, servicing, and claims process maps
Build retirement objectives, contribution, and accumulation schedules
Analyze inflation, investment, longevity, and income risks
Evaluate disclosures, suitability evidence, and integrated protection gaps

Course Agenda

Day 1: Protection Needs and Life Policies

Household Protection Needs Assessment
Life Insurance Purpose and Coverage Map
Term and Permanent Policy Comparison Matrix
Premium, Benefit, and Exclusion Review Sheet
Policy Suitability Evidence Checklist

Day 2: Insurance Lifecycle and Customer Decisions

Application and Underwriting Process Map
Beneficiary Nomination and Change Record
Policy Option and Surrender Value Schedule
Policy Servicing and Lapse Prevention Flow
Claims Notification and Evidence Checklist

Day 3: Retirement Savings Foundations

Retirement Objective and Income Gap Statement
Occupational and Personal Plan Comparison
Contribution and Accumulation Projection
Vesting, Portability, and Access Decision Map
Retirement Savings Disclosure Review

Day 4: Retirement Income and Risk

Inflation and Purchasing Power Scenario
Longevity Risk and Adequacy Assessment
Annuity and Drawdown Comparison Matrix
Beneficiary and Survivor Income Map
Protection and Retirement Gap Reconciliation

Day 5: Protection and Retirement Practice

Exercise: Protection Needs and Policy Comparison
Exercise: Underwriting, Servicing, and Claims Journey
Exercise: Retirement Contribution and Income Projection
Exercise: Longevity and Retirement Option Review
Capstone Exercise: Protection and Retirement Needs File

Practical Exercises

The course includes the following suggested activities:

Suggested activity: convert household responsibilities, income, liabilities, and existing cover into a protection-needs assessment.
Suggested activity: compare policy benefits, premiums, exclusions, options, beneficiaries, servicing, and claims evidence.
Suggested activity: project retirement contributions and test inflation, accumulation, longevity, annuity, and drawdown scenarios.
Suggested activity: assemble protection gaps, retirement objectives, product comparisons, disclosures, and follow-up actions into one needs file.

FAQs

Who suits the life insurance and retirement savings course, and what does it assume?

The course suits insurance, retirement-savings, relationship, benefits, operations, and finance functions and assumes workplace exposure to customer, member, policy, benefit, or financial information.

How does this course differ from pension scheme management training?

This course focuses on foundation customer protection and retirement-saving decisions, while pension scheme management training addresses institutional governance, funding, administration, investments, and fiduciary oversight.

How does life insurance support a protection plan?

Life insurance can provide a defined benefit after an insured event, helping address income replacement, liabilities, dependents, final expenses, and other documented protection needs subject to policy terms.

What risks affect retirement savings decisions?

Retirement savings decisions consider contribution gaps, investment uncertainty, inflation, fees, access restrictions, changing income needs, and longevity risk, including the possibility of outliving available resources.

How do annuities and drawdown differ in retirement income planning?

An annuity converts funds into defined income under contract terms, while drawdown retains invested savings and permits withdrawals, leaving different levels of investment, longevity, flexibility, and depletion risk.

Conclusion

Participants take back a Protection and Retirement Needs File containing needs assessments, policy comparisons, lifecycle maps, savings projections, income options, risk scenarios, disclosures, and gap actions. The file turns separate insurance and retirement discussions into one traceable decision record. It gives service teams a working structure for explaining choices, documenting evidence, identifying gaps, and planning follow-up.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Showing 21-40 of 74 events

Location	Dates	Duration	Mode	Price
Abu Dhabi	Week 04, 2027 25 – 29 January 2027	5 Days	Onsite	€4,700
Toronto	Week 04, 2027 31 January – 4 February 2027	5 Days	Onsite	€12,000
Istanbul	Week 05, 2027 1 – 5 February 2027	5 Days	Onsite	€4,500
Amsterdam	Week 05, 2027 1 – 5 February 2027	5 Days	Onsite	€5,700
San Diego	Week 08, 2027 22 – 26 February 2027	5 Days	Onsite	€14,000
Phuket	Week 08, 2027 28 February – 4 March 2027	5 Days	Onsite	€6,000
Chicago	Week 09, 2027 7 – 11 March 2027	5 Days	Onsite	€12,000
New York	Week 10, 2027 8 – 12 March 2027	5 Days	Onsite	€12,000
Marbella	Week 12, 2027 28 March – 1 April 2027	5 Days	Onsite	€5,700
Milan	Week 16, 2027 19 – 23 April 2027	5 Days	Onsite	€5,700
Seoul	Week 17, 2027 26 – 30 April 2027	5 Days	Onsite	€10,000
Kuwait	Week 17, 2027 2 – 6 May 2027	5 Days	Onsite	€5,500
Dubai	Week 19, 2027 10 – 14 May 2027	5 Days	Onsite	€4,500
Amsterdam	Week 19, 2027 10 – 14 May 2027	5 Days	Onsite	€5,700
Abu Dhabi	Week 19, 2027 10 – 14 May 2027	5 Days	Onsite	€4,700
Bangkok	Week 19, 2027 16 – 20 May 2027	5 Days	Onsite	€6,000
Munich	Week 21, 2027 24 – 28 May 2027	5 Days	Onsite	€5,700
Johannesburg	Week 21, 2027 30 May – 3 June 2027	5 Days	Onsite	€4,500
London	Week 23, 2027 7 – 11 June 2027	5 Days	Onsite	€5,700
Montreux	Week 23, 2027 7 – 11 June 2027	5 Days	Onsite	€7,500

Frequently asked questions

What does this course cover?

OverviewLife Insurance Protection and Retirement Savings Course is a five-day foundation course for insurance, retirement-savings, relationship, benefits, and finance professionals, who leave with a Protection and Retirement Needs File. The course connects life insurance, protection needs, policy benefits, underwriting, claims, beneficiaries, retirement s…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

Life Insurance and Retirement Savings Course