The interview with David Giertz, President of Nationwide Financial’s sales and distribution organization was about how financial advisers should discuss Social Security to their clients. According to their research, he discussed that financial advisers avoid talking about it. He said that in an advisor’s point of view, it is important that it should be discussed with the clients. According to the survey too, most people would change their advisers if they did not talk about it. He pointed out that the reason they avoid that topic, is because Social Security has very complex rules and it is a lot to comprehend. David Giertz advised the advisers need to take interest in Social Security, and discussed how Social Security affects from retirement, and people can lose a lot of money if they turn down Social Security too early.
David Giertz, is an experienced business leader from Ohio. He is a broker, a financial adviser and held top positions from different companies. He was the Senior Vice President-Nationwide Financial Distribution and Sales at Nationwide Life Insurance Company, he also serves as President, Senior Vice President and Director for several other Nationwide companies on Twitter. He served as Vice President of sales at Nationwide Financial Services, Inc. Previously, he served as Vice President-Sales, FI/WH from 2009 to 2013, and Vice President-NF Sales (Bank Channel) from 2004 to 2009.
He is also a registered Broker, the sales personnel who work for larger brokerage firms on angel.co. These firms are in the business of buying and selling securities such as stocks, bonds, mutual funds and other investment-related products.
Find more about David Giertz: https://about.me/davidgiertz