In a video interview published by Wall Street Journal, Dave Giertz provided a detailed explanation of why advisors should take the responsibility of speaking to their clients about social security.
He noted that in a survey conducted; most customers would prefer their advisors to talk about social security yet they are not doing so. In the survey on Twitter, about four to five people agreed they would change their advisors if they were not talking about social security.
David Giertz thinks advisors are avoiding the topic about social security as it is a very complex topic with hundreds of rules. He advises what is important is understanding those rules on About.me. He said advisors need to take an interest in issues related to social security as when clients are planning retirement planning process according to yolasite.com; social security covers up to forty percent of that. He said those who avoid the topic of social security could lose up to three hundred thousand US dollars in twenty-five years which is quite a lot of money. Hence both clients and advisors need to pay attention to issues regarding social security.
Dave Giertz educational background
Dave Giertz received a very high background education which set a solid foundation to his career journey. Between the year 1982 and 1986, Dave attended the Millikin University where he acquired his bachelor’s degree in Business Administration and Management. He later proceeded to earn his master’s degree at University of Miami School of business in the year 2002.
Dave Giertz’s career journey
In 2004, Dave Giertz became the president at Nationwide Financial. He held the position for about six years before advancing to become the president at the same company in Wirehouse distribution channel at https://angel.co/david-giertz.
Since March 2013 up to date, Dave Giertz serves as president, Nationwide Financial Distributors in Nation Wide Financial. His role entails being responsible for wholesale strategies and in the distribution of retirement sector retirement plans.