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David Giertz Urges Financial Advisers To Discuss Social Security

David Giertz is the President of Nationwide Financial Distributors. He recently conducted an interview with Veronica Dagher of the Wall Street Journal about the need for financial advisers to talk to their clients about social security. Giertz said that most advisers don’t discuss this important topic with their clients because it’s very complex.

Giertz said that his company conducted a survey of investors. One of the conclusions of the study was that most of them are willing to change financial advisers if their current one won’t talk to them about social security. David Giertz said that if advisers expect to hold onto to their clients business they need to address social security or lose the client to someone that will. Another point that Mr. Giertz made was that social security makes up way too much of most people’s post-retirement income. It’s too big of an issue for most people to ignore. Giertz has discussed social security a number of times, including cautioning people against taking it too early. Many people do this and it drastically reduces the total amount of benefits they will receive over the long term on Instagram.

Read more: These big mistakes will result in smaller Social Security checks

It was in March 2013 that David Giertz was named to his current position at Nationwide. During his 18 year career with the company he has also served as President for two other subsidiaries; Financial Institutions/Wirehouse Distribution Channel and Financial Institutions Distributors Channel on soundcloud.com. He has been in the financial industry for over 30 years. Before joining Nationwide he worked for Citicorp Investment Services for six years at Financial Horizons Security Corporation for six.

In 1986 David Giertz graduated from Millikin University in Decatur, Illinois, with a Bachelor’s Degree in Business Administration and Management. He earned his MBA in the same field from the University of Miami – School of Business.

Find more details at https://vimeo.com/davidgiertz.