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Website maintenance starting Friday April 19 @ 9pm ET
The secure site and tools will be temporarily unavailable starting Friday April 19 @ 9pm until 9pm on Saturday April 20 ET for system maintenance. Thank you for your understanding.
Canada was already in the midst of a mental health crisis prior to COVID-19. The pandemic has both magnified and added to this crisis and advisors have witnessed the negative impact on their Clients’ mental health, their colleagues, their families and themselves.
As your Clients’ trusted advisor, you see firsthand the connection between financial health and mental health. You’re in a unique position to notice when a Client might be experiencing mental health concerns. However, most advisors feel ill-equipped to provide mental health support and can lack the confidence to have conversations with Clients they are worried about. They can also struggle to maintain their own mental health under the pressure of dealing with Clients and managing their own businesses in this challenging environment. Grow your confidence around how and when to talk about mental health with Clients and use these conversations as opportunities to build trust and create Clients for life.
1 Mental illness and addiction: Facts and Statistics, CAMH
2 Sun Life Mental Health Survey, January 2021
3 Sun Life Mental Health Survey, June 2020
Health is part of Sun Life’s purpose – helping Clients achieve lifetime financial security and live healthier lives. We recognize that health is wealth. That’s why Lumino Health was created.
Lumino Health is a platform that helps Canadians navigate, access, and consume health solutions. Our resources include 150,000+ health-care providers, articles with advice from experts, and the latest innovations in health.
As a financial advisor, you’re the first point of contact for major life events and can recognize if Clients are experiencing mental health issues. As part of your service, Lumino Health has mental health resources you can share with Clients. Here’s how:
Client pain point | Where to find on LuminoHealth.ca |
---|---|
I need professional mental health support. | PROVIDER SEARCH TOOL
*Not sure which professional to search for? Read the article: How to choose a therapist that’s right for you |
I need help navigating mental health information online. | HEALTH GUIDES Navigate and access resources on a variety of health topics. |
I'm interested in reading tips that support my mental health. | MENTAL HEALTH ARTICLES Find articles on the most relevant mental health topics, featuring expert advice. |
I want to explore innovative mental health solutions. | DISCOVERY LAB Filter on the Mental Health topic, and find the innovative apps, products and services. |
Select the arrow in the top left corner to share this video with Clients today!
Creating a mentally healthy workplace is a shared responsibility. All staff have a role to play. As the driver of workplace culture, you must actively participate in creating a mentally healthy workplace and set the tone for your team. Without a supportive culture, your efforts are likely to fall short of making a real impact.
A workplace mental health strategy will provide your team with a shared vision of, and commitment to, positive mental health where everyone feels comfortable to speak openly without fear of stigma or discrimination. This creates a culture of respect and inclusivity.
1 We must invest in creating mentally healthy workplaces now, Sun Life, October 2020
2 Five stages of building a workplace mental health strategy, Sun Life
Are you equipped to have conversations about mental health with your Clients?
Jordan Tanner, Family Wealth Advisor, shares how to increase confidence by starting the conversation at home and reaching out to your Center of Influence.
By sharing his personal story, Jordan Tanner, Family Wealth Advisor, is normalizing mental health conversations and encouraging others to speak up about their own mental health.
Be prepared to work with Clients with all different needs, including mental health challenges. Jordan Tanner, Family Wealth Advisor, and his wife Heather share the first signs of mental illness.
Build trust and authenticity with Clients by reaching out and checking in.
Jordan Tanner, Family Wealth Advisor, explains how to support Clients with mental health issues and what action needs to be taken if there is a concern about safety.
During a mental health crisis, finances often fall on the back burner. Jordan Tanner, Family Wealth Advisor, shares why it’s important for more than one individual to have control of the family finances.
Heather Tanner shares the role of family and friends throughout the mental health journey and where they can go for support.
Some of these advisors are independent brokers who sell products issued by Sun Life Assurance Company of Canada as well as products issued by other insurance and financial companies
Get your toolkit and get ready to make the connection between mental and financial health.
Contact your Sun Life relationship manager to learn more about this program and the resources available to you.
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