Social Security is a form of retirement planning. It is something that is very critical for a person’s financial future. David Giertz, President of Nationwide Financial, sits down and talks about the importance of it and sheds light on why an advisor need to focus on social security. It is very important for advisors to speak with their clients about social security. It is found that a a lot of them are not educating their clients about it.
A survey of consumers were conducted at http://facebook.com/david.giertz2. In the survey, it showed that many people were not aware of the things they needed to know about social security. The survey also revealed that 4 out of 5 people said that they would change advisors if they didn’t receive the proper guidance of dealing with social security. It helps with retention of clients. The advisors on About.me may not want to face the topic of social security because it’s handbook has 2700 rules. It is a very complex matter. The key is to have the knowledge, courage, and the confidence to face those rules for the sake of the client. Having a retirement advisor can either help the process run smoothly, or cost you a lot of money in the end.
David Giertz, also known as Dave, is Senior Vice President of Nationwide Financial Distribution and Sales at Nationwide Life Insurance Company. He is the Financial Advisor for Nationwide Investment Services Corporation. He has more than 30 years of experience in this industry. He has served in that position since 2013. Currently, he has many positions under his belt. He serves as President, Senior Vice President and Director for many other Nationwide companies. That is a lot of responsibility for one person, but David Giertz is the man for the job.
Before he started his career with Nationwide, he worked with Citicorp Investment services for almost a decade. Giertz then moved on to Financial Horizons Security Corporation and worked there for a few years. According to linkedin.com, he has certification as a broker through the State Securities Law Exam, the General Industry & Products Exam, and the Principal/Supervisory Exam.