TAL offers mental health support to advisers
Life insurance specialist TAL has launched additional mental health insights to support licensees and advisers, along with their clients.
The series would be run through TAL’s education program, TAL Risk Academy, and would be delivered jointly by TAL head of mental health, Glenn Baird; Lifeline Australia head of crisis services and quality, Rachel Bowes; and Mantle Health co-founder, Dave Burroughs.
The programme would focus on providing insights and tips around the appropriate support for a grieving person, helping advisers hone their empathy skills to enable deeper engagement with clients, and building greater understanding around the importance of self-care so they can continue to provide quality support to clients and engage effectively.
“As a specialist life insurer with an in-house health services team, TAL is committed to playing an active role in enhancing the advice sector’s level of understanding and knowledge around mental health,” Baird said.
“The TAL Risk Academy mental wellbeing courses are designed to inspire positive change by equipping advisers and licensees with the tools and services to adapt to the evolving mental health landscape and start supportive conversations to help them better connect with their clients.
“This significance is magnified when you consider the role a financial adviser plays in the life and wellbeing of their clients – to effectively support the mental health and overall wellbeing of their clients they must be engaged with their own mental health.”
AUTHOR
Oksana Patron
Recommended for you
As the industry navigates the fallout from recent product failures, two major AFSLs have detailed their APL selection process and relationship with research houses, warning a selection error could “destroy” a licensee.
The impending retirement of financial advisers in their 50s could see the profession face significant succession challenges over the coming decade and younger advisers may not be the answer.
With a third of AFSLs being solo advisers, how can they navigate key person risk and ensure they are still attractive propositions for buyers when it comes to their succession planning?
A quarter of advisers who commenced on the FAR within the last two years have already switched licensees or practices, adding validity to practice owners’ professional year (PY) concerns.
