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Free course template · US federal

Elder financial exploitation: Spotting and responding for annuity and life teams

A ready-made course, live deck and two surveys for agents. AhaSlides tracks progress, completion and scores for you. 35 minutes, 6 lessons. Last reviewed 28 October 2026; not legal advice.

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Course outline at a glance

  • An 81-year-old annuity owner, June, calls with a new "friend" on the line to surrender her contract and change the beneficiary; the friend answers most questions
  • What do you notice?
  • Checklist
  • Quiz

  • How it happens
  • Red flags
  • Tabs
  • Flashcards
  • Matching quiz

  • Five steps
  • Questions to ask
  • Process
  • Quiz
  • Multi-select quiz

  • Back to June
  • Their right to choose
  • Red flag or not
  • Scenario
  • Sorting activity
  • Matching quiz

  • What happens after you escalate
  • Worried about getting it wrong
  • Process
  • Scenario
  • Quiz

  • Your next steps
  • Process
  • Quiz

Try some questions from the course

Question 1 of 3

Why does June's call deserve a pause?

 

No single detail proves anything. It is the combination, a third party speaking for her plus a surrender plus a new beneficiary, that calls for a careful, kind response. Age alone, or the way she contacted you, is never a reason.

Lesson 1, The new "friend", teaches this. See the outline

Question 2 of 3

A customer says she wants to send a large sum to a person she met online last month. What is the best first response?

 

Open questions let the customer explain and may reveal a concern, while offering time reduces pressure. Accusing her damages trust, and processing without a conversation misses the signals.

Lesson 3, Respond safely, teaches this. See the outline

Question 3 of 3

After you escalate a concern, you should...

 

Confidentiality protects the customer, and the trained team takes it from there. Telling family, investigating or waiting for proof can put people at risk or damage the case.

Lesson 5, Speak up and apply, 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

Elder financial exploitation: Spotting and responding for annuity and life teams

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. 9 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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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 35 minutes

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

  • Lesson 1: The new "friend" · 7 min

    Before you begin · An 81-year-old annuity owner, June, calls with a new "friend" on the line to surrender her contract and change the beneficiary; the friend answers most questions · What do you notice?

  • Lesson 2: Exploitation in brief · 6 min

    How it happens · Red flags · Check

  • Lesson 3: Respond safely · 6 min

    Five steps · Questions to ask · Check

  • Lesson 4: Grey areas · 6 min

    Back to June · Their right to choose · Red flag or not

  • Lesson 5: Speak up and apply · 6 min

    What happens after you escalate · Worried about getting it wrong · Check

  • Lesson 6: Final assessment and completion · 4 min

    Your next steps · Practice

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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.

Yearly and at onboarding for any role that talks to older policyholders.

Agents, annuity and life customer service staff, policy servicing teams and their supervisors; run by the compliance lead.

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:
  • Reporting route
  • Compliance contact
  • Compliance policy link
  • Trusted contact process
  • Jurisdiction rules link
  • LMS or record system
  • Course URL
Then edit anything else you like: wording, scenarios, your logo.
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Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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