David Giertz’s Advice to Advisors

David Giertz has made a major impact on the financial world. He has a wealth of knowledge about this world. With more than three decades of experience in this world has become a go to for many advisors seeking knowledge of in the financial services industry. In a recent interview with WSJ, he spoke with Veronica Dagher about the importance of speaking to clients about Social Security.

We all have heard about the danger of losing Social Security. It would seem like a no brainer for financial advisors to be talking with their clients about it. In his interview however, Giertz stated that advisors simply are not doing this. In a recent survey with Nationwide, he found that most people say their advisors are not talking with them about Social Security. The study also revealed that nearly eighty percent of clients said they would switch advisors if they did not address this topic. Why are advisors not addressing Social Security. David Giertz thinks that it is very complex. With more than 2700 rules concerning Social Security, the issue can be tough to handle. With so much riding on Social Security it is really important that advisors address this issue on Nationwide.

David Giertz has been the senior vice president of Nationwide Financial Distribution and sales at Nationwide Life Insurance Company for the last four years. During that time he has held important positions such as Vice President of sales and Vice President-NF Sales from 2004 to 2009. He is responsible for the overall strategy private-sector retirement plans on Facebook, life insurance and annuities. He has great knowledge of this area making his advice on Social Security very creditable.

David Giertz education came from the respected University of Miami and Millikin University where he earned his MBA and BS degrees. He has been involved with a number of community organizations including a position as Vice Chair on the Board of Trustees with Millikin University. Today he and his wife Eve are active runners and travelers. He continues to impact the financial world in a major way. Source: http://www.whitepages.com/name/David-L-Giertz/Columbus-OH/7x2w2br

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