TAL is running a panel session through its Risk Academy to support financial advisers in understanding how best to navigate conversations with grieving clients.
The insurer says the panel discussion is designed to help advisers understand the basics of the onset of grief, understand the impacts of grief on individuals, and provide some conversation techniques that can be applied to help support grieving clients.
It notes that its report, The Value of Financial Advisers at Claim Time found that 43% of advisers don’t always know what to say when dealing with bereaved clients, while 42% are concerned they might upset clients who are making life insurance claims (see: Advisers’ Stress When Working on Life Claims).
TAL Risk Academy’s Supporting Grieving Clients – A Conversation with Experts will be delivered this month by:
- TAL Head of Mental Health, Glenn Baird
- CEO Corgenius, Amy Florian
- Clinical Psychologist Valion Health, Rebecca Van Lloy
- Clinical Director, Feel The Magic, Lucy Archinal-Hudson
Baird says having conversations with grieving clients can be emotionally demanding and challenging for advisers.
He says that it can be difficult to have conversations around sensitive topics but there are certain skills and tools which can assist.
“TAL is committed to helping advisers feel confident in their important role of supporting grieving clients. The panel will explore key techniques to help advisers support their clients’ mental wellbeing while effectively helping with their claim.”
…providing emotional support to clients can take a toll on advisers…
He adds that providing emotional support to clients can take a toll on advisers “…which is why we want to encourage advisers to engage with the training and support being offered through TAL Risk Academy.”
Advisers can remotely attend the live panel session on 26th October from 12-1PM. Click here to visit the TAL Adviser Centre.
The panel session augments the existing education on mental wellbeing available through the TAL Risk Academy including Supporting Clients at Claim Time and Mental Wellbeing – Thriving in the Financial Advice Industry.
