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 http://www.whitepages.com/name/David-L-Giertz/Columbus-OH/7x2w2br. Giertz recommends all financial advisors to ensure that they cover the topic to avoid losing their clients.
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.