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TAL plans session to help advisers communicate with grieving clients

TAL will run a panel session this month for financial advisers who want to understand better how they can communicate with grieving clients.

The life insurer’s TAL Risk Academy will hold the session on October 26 from 12-1pm.

TAL Head of Mental Health Glenn Baird is among the panel of speakers at the Supporting Grieving Clients – A Conversation with Experts event.

The panel discussion is designed to help advisers understand the basics of the onset of grief, the impacts of grief on individuals, and provide some conversation techniques that can be applied to help support grieving clients.

“It can be difficult to have conversations around sensitive topics but there are certain skills and tools which can assist,” Mr Baird said.

“The panel will explore key techniques to help advisers support their clients’ mental wellbeing while effectively helping with their claim.”

The TAL panel session comes after research commissioned by the insurer found that 43% of advisers don’t always know what to say when dealing with bereaved clients and 42% are concerned they might upset clients who are making life insurance claims.

“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,” Mr Baird said.

Advisers can remotely attend the session.

Click here for more details.