Life Insurance and Pensions Basics

Types of life cover, savings and setting the right expectations for private pensions.

FreeWhatsApp2 min a day32 activities

What’s inside

  • Life insurance basics
  • Types of life cover and riders
  • Saving and the power of time
  • How private pensions work
  • Right expectations and ethical selling

Sample question

A customer asks: "How much will I earn a year from this? Can you guarantee it?" What do you say?      
I explain that returns aren't guaranteed and past performance doesn't predict the future, and I go through the risks and costsI quote last year's return and say this year will be the sameI change the subject and move straight to signing

Questions arrive on WhatsApp like this and are answered with one tap.

How it works

  1. 1Start the programLeave your name and number; the first question reaches your WhatsApp within seconds.
  2. 2Two minutes a dayShort, interactive questions: fill in the blank, ordering, matching and more.
  3. 3Points and rankingEvery correct answer earns points, and the team ranking keeps people coming back.

What the manager sees

Once the program runs for your team, the dashboard shows who takes part, which topics are answered correctly and where people struggle most, so knowledge gaps surface before they turn into lost sales or complaints.

This program can be part of your annual training plan

Let us prepare a 12-month training plan around your roles and documents, free of charge.

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