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Knowing a Clients Objections Can Help with Achieving Their Objectives. BIPOC American Retirees Want That Help

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Includes a Live Web Event on 12/06/2023 at 12:00 PM (MST)

After recent declines, the percentage of Black and Hispanic Americans working with a financial advisor is on the rise, according to a recent Allianz Life study. But challenges still exist. How can the industry respond?

Travis Walker

Allianz Life Insurance Company of North America

With more than 15 years at Allianz Life, Walker has broad experience in how the financial services industry can address the needs of diverse groups.Experience: 15 years with Allianz Life in a range of roles – from suitability, operations, and internal sales to managing external partnerships. Chair of B.E.L.O.N.G., an employee resource group for Black and African American people at Allianz Life. Board member of G.R.A.C.E., the global race and ethnicity group for all Allianz entities worldwide.Education, certifications, and memberships: FINRA 6 and 63 securities registrations, Minnesota Life and Health, Board member of GRACE

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Knowing a Clients Objections Can Help with Achieving Their Objectives. BIPOC American Retirees Want That Help
12/06/2023 at 12:00 PM (MST)  |  60 minutes
12/06/2023 at 12:00 PM (MST)  |  60 minutes After recent declines, the percentage of Black and Hispanic Americans working with a financial advisor is on the rise, according to a recent Allianz Life study. But challenges still exist. How can the industry respond?
Course Evaluation
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Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available