David Giertz of Nationwide explains why financial advisors are avoiding talking to their clients about Social Security. There are over 2700 rules when it comes to Social Security benefits, so it can be intimidating for advisors to feel confident in advising their clients on the matter. It is important for advisors to discuss Social Security with their clients because they could lose a large percentage of their earnings if they take it out early. It has become a major source of income in retirement for many people so it is important that clients are making the most of their benefits on Yolasite.com. It was also discussed that 4 out of 5 clients would switch advisors if they did not advise them on their Social Security benefits.
David Giertz is the Senior Vice President of Nationwide Financial Distribution and Sales. He has held this position since April of 2013. He has also been the President of Nationwide Financial Distributors since March of 2013. He has also served in several of positions at Nationwide over the years.
Giertz has over 30 years of experience in financial advising. He is registered as a broker with FINRA. He has also worked for Citicorp, Financial Horizons, and the Mutual Like Insurance Company of New York. He offers services in Portfolio Managements for Individuals. He is a registered financial advisor in several states across the US. He holds four different certificates from passing various exams including: Municipal Securities Principal, General Securities Principal Examination, Uniform Security Agent State Law Examination, and General Securities Representative Examination at https://angel.co/david-giertz.