A few years ago, David Giertz was interviewed by the Wall Street Journal about how advisers need to speak to their clients about social security. In the brief interview, Giertz mentioned how his company conducted a survey and found out that many people have said their advisers were not discussing social security with them.
David Giertz was asked why advisers avoid the topic and he said it was a complex topic. He said the social security handbook has thousands of rules, which is a lot to comprehend. He was also asked why advisers should take a keen interest in this, and he said financial planning advisers are part of their clients’ financial planning process on moneytips.com. He went on to say that social security is an important topic to discuss because many clients want to optimize their retirement income.
About David Giertz
David Giertz is the current president of Nationwide Financial’s sales and distribution organization. Other companies he has worked at includes Citi Corp Investment Services, Financial Horizons Securities Corporation and the Mutual Life Insurance Company of New York. He has also worked at Mony Securities Corp. and Skokie Federal Savings.
David Giertz has over 30 years of industry experience. Giertz also holds an Bachelor of Science degree, which he earned from Millikin University in Decatur, Illinois. He also holds an executive MBA from the University of Miami in Coral Gables, Florida. Furthermore, Giertz has worked with various community organizations and he is an arbitrator with the FINRA.
Giertz is expected to continue to play a crucial role in Nationwide’s ongoing growth and success.
Learn moreabout David Giertz: https://vimeo.com/davidgiertz