Veronica Dagher of the Wall Street Journal conducted an interview with David Giertz, the President of the financial firm Nationwide Financial Distributors. Veronica said that most advisers don’t talk about social security with their clients and asked David to explain why that is. He said that his company did a survey which found that those in or near retirement said their advisers weren’t talking to them about social security. He said that from a retention perspective it very important to discuss on vimeo.com this because the survey also revealed that four out of five people would change advisers if their advisers won’t talk about it.
David also explained that advisers are avoiding the topic because it’s complex. He said the social security handbook has over 2,700 rules on yolasite.com. He went on to say that social security is too large a part of people’s retirement today for it to be ignored.
David Giertz has been with Nationwide Financial since June 2004. In addition to his current role, he has also been the President of Nationwide Financial’s Financial Institutions Distributors Channel and their Financial Institutions/Wirehouse Distribution Channel. Altogether he has over 30 years of experience in the financial industry and handling client portfolios.
David has been in his current position since 2013. He is responsible for a number of financial products that Nationwide Financial sells through a network of independent brokers and dealers, banks, wirehouses, and regional financial companies at https://about.me/davidgiertz. Among the products he oversees are retirement plans, annuities, life insurance, mutual funds, and specialty market funds.
It was in 1986 that David Giertz earned his Bachelor’s Degree in Business Administration and Management at Millikin University. In 2003 David attended the University of Miami School of Business where he earned his MBA.