Category Archives: Finance Expert

Todd Lubar, a Successful Entrepreneur to be Emulated

Like most success stories, Todd Lubar had a humble beginning. He vividly remembers his high school days when he worked at a grocery store. He learned that he was not meant for that job and left a year later. One thing that has assisted him to succeed is making informed decisions by keeping himself conversant with his business.

Todd has worked in the real estate industry for more than 20years, and his main goal is giving people an opportunity to be homeowners. His passion and service to his community have been a boost to his business and motivation for others to succeed.

In an article on Hackronym, Todd Lubar, the President of TDL Global Ventures, LLC also doubles up as Sr. VP to Legendary Investment. He realized that he was capable of helping others see their dreams come true. Having worked at finance and credit space, he was aware of the obstacles that prevented people from taking loans and therefore came up with a product and programs which were a relief to consumers.

Lubar says that just having brilliant ideas is not all that it takes but rather having the will to make them happen. He attributes this to his past experiences while working in real estate, which was a backbone to his other disciplines; Mortgage Banking and TDL. He acknowledges the current technology and appreciates the fact that for example, just a single touch of a button is enough to give orders. He encourages people to put in hard work and consistency to succeed and to surround themselves with individuals who challenge and grow them professionally.

About Todd Lubar

Todd Lubar resides in Bethsaida, Maryland and is a father of two children. His main goal in life is becoming a better person than he was yesterday. He graduated in 1995 from Syracuse University where he got a B.A in Speech Communication. He has a record of growing the Maryland Legacy Financial office to a production unit of several 100 million dollars annually in load volume.

Todd has built an extensive network base with people, and this has led to growth and expansion of his business. His participation in the Mortgage Industry is significant, and he boasts of holding the title of the top 25 mortgage originators in the US. This can be attributed to his 12 years of experience and high level of expertise. With his greatest and only motto which is making others live a financially stable life, he is viewed as a champion of people’s well-being.

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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.