Monthly Archiv: February, 2017

Why Financial Advisors Need to Speak About Social Security to Their Clients: David Giertz Shares His Insight

From the financial advisor’s point of view on Facebook, covering or guiding customers on social security topic is quite hard. It is a reason that some advisors do not include it whenever having a session with their clients. According to Dave Giertz, Social Security is a hard topic to cover. The social security handbook has over 2700 rules, which the advisors need to go through and master. Mastering over 2700 rules can be a hard task. In addition, it can be time-consuming.

Although many financial advisors are avoiding the topic on Nationwide, a survey carried out shown that most people are getting social security advisory from their financial advisors. Another concluded that four of every five people would switch their financial advisors if they did not talk about social security at Giertz recommends all financial advisors to ensure that they cover the topic to avoid losing their clients.

About Dave

David Giertz is the current president of Nationwide Financial Sales and Distribution Company popularly known as NFS Distributors Inc. Dave role is to come up with a strategy and take care of the distribution of private sector retirement plans, annuities, life insurance, specialty and mutual funds transferred through banks, regional firms, warehouses and independent brokers or dealers.

With over 30 years of experience in the financial industry, Dave has worked with some organizations in various positions. David Giertz has served as a board member of the Board of Trustees with Millikin University; he is an industry arbitrator working with FINRA. Dave attended the University of Miami where he got an MBA, and Millikin University and got a BS.

Bob Reina Leaves His Mark For People To Recognize

One of the common side effects of fame and excellence is that people are going to recognize people who achieve this. Bob Reina is one of these people who have achieved some really amazing goals. For one thing, he has come from a place that people don’t expect an entrepreneur to come in from. He has come in from law enforcement.

He has spent a good part of his career working as a police officer. Therefore, he has taken the time to serve his community. Meanwhile, he has always maintained his ambition for achieving life changing objectives.

Besides his greatest achievement which is Talk Fusion, Bob Reina is involved in many different acts of generosity and philanthropy. He has made generous donations to the Humane Society of Tampa Bay of a total of $1 million.

He has also involved himself with different animals in order to save their lives. He has managed this from one simple goal which is to help charities and other nonprofit organizations reach as many people as possible so that they can assist them in getting their life to a better state. This shows that Bob Reina does have a really big heart that goes out especially to the less fortunate.

While it goes without saying that Talk Fusion is one of the most effective advertising apps with all of the features and innovative purposes, the customers have written reviews that have confirmed that it is very effective.

Bob Reina also has other goals that he is pursuing which will make it even easier for people to achieve their personal objectives. P