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Free course template · Global

Life, health and pension advice: Needs-based selling and product rules

A ready-made course, live deck and two surveys for insurance agents and advisers. AhaSlides tracks progress, completion and scores for you. 40 minutes, 6 lessons. Last reviewed 21 October 2026; not legal advice.

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Course outline at a glance

  • A kitchen-table visit
  • What needs-based means
  • Checklist
  • Flashcards
  • Quiz

  • Four kinds of cover
  • What is and is not included
  • Waiting periods and exclusions
  • Tabs
  • Sorting activity
  • Timeline
  • Matching quiz

  • Retirement income in plain words
  • Which suits which need?
  • Accordion
  • Sorting activity
  • Checklist
  • Quiz

  • Scenario
  • Scenario
  • What must you say?
  • Scenario
  • Quiz
  • Matching quiz
  • Sorting activity

  • Record the advice
  • Speaking up
  • Scenario
  • Tabs
  • Process
  • Scenario
  • Quiz

  • Completion
  • Quiz

Try some questions from the course

Question 1 of 3

What should come first in a conversation with a new client?

 

Needs come first, then the product that fits them.

Lesson 1, Why needs come before products, teaches this. See the outline

Question 2 of 3

A client asks about drawdown. Which statement is accurate?

 

Drawdown keeps the money invested, so its value and the income it supports can change.

Lesson 3, Pensions, annuities and retirement income, teaches this. See the outline

Question 3 of 3

Why should a client give complete answers to underwriting questions?

 

Honest and complete answers protect the client at the time of a claim.

Lesson 4, Grey areas: fit, disclosure and underwriting, teaches this. See the outline

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Learners earn a certificate

Your organisation

Certificate of completion

This certifies that

Alex Morgan

has completed

Life, health and pension advice: Needs-based selling and product rules

Completed on12 October 2026
Sample certificate with a placeholder learner name.

Style 1 of 6: Standard

Everyone who finishes gets a certificate with their name, the course title and the completion date. Add your own logo, colours and signer.

Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 10 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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The Life, health and pension advice: Needs-based selling and product rules course as a learner first sees it

Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's answers to the quizzes and activities in the course.

  • What landed

    Survey results show what people took away, and the 30-day check-in shows whether they use it.

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6 lessons, about 40 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: Why needs come before products · 7 min

    Before you begin · A kitchen-table visit · What needs-based means

  • Lesson 2: Types of cover and how they respond · 7 min

    Four kinds of cover · What is and is not included · Waiting periods and exclusions

  • Lesson 3: Pensions, annuities and retirement income · 7 min

    Retirement income in plain words · Which suits which need? · Check

  • Lesson 4: Grey areas: fit, disclosure and underwriting · 7 min

    Scenario · Scenario · What must you say?

  • Lesson 5: Speak up, record and apply · 7 min

    Record the advice · Speaking up · Scenario

  • Lesson 6: Final assessment · 5 min

    Practice · Completion

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

Before new advisers meet clients, and yearly or when product rules change.

Insurance agents and advisers, bancassurance staff, pension and benefits specialists and sales trainers; run by the learning or compliance owner.

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:
  • Compliance contact
  • Policy link
  • Speak up route
  • Jurisdiction and regulator
  • LMS or record system
  • Approved product list
  • Course URL
  • Live session URL
Then edit anything else you like: wording, scenarios, your logo.
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Ready to run it?

Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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