It is paramount for financial advisors to talk about the social security issue with their clients. However, not many or at least the largest percentage don’t talk about the issue. Nationwide president, David Giertz says that according to a survey conducted by Nationwide Retirement Institute, it showed that most advisors didn’t talk about the issue of social security to their clients. He stated that from a consultants’ perspective it’s necessary to ensure that customers are aware of the social-security benefits and when to begin on soundcloud.com. Additionally, David said that four out of five individuals stated that they would likely change their adviser if he/she didn’t mention or talk about the issue of social security.
When asked his opinions on the reason the advisors kept away from the topic, Giertz attributed it to its complexity. 2700 rules govern the issue of social security, and hence it becomes difficult to comprehend. Therefore, having confidence in the topic becomes hard for the advisors. However, understanding social security matters, according to Dave Giertz, is important when it comes to the retirement process. The social security on Bloomberg takes up almost 40 percent of the retirement income. Additionally, to optimize the retirement income, the social security piece should get understood.
The Issue of social security is necessary. One advisor who helps clients on developing retirement plans is David Giertz. David Giertz serves as the head of Nationwide Financial. Through this company, he develops strategies and distributes retirement plans, life insurance among many others to the private sector. Giertz brings to the company 30 years of experience in the financial service industry. Dave holds several positions among them being on the board at Millikin University. He is a graduate of Millikin University and holds an MBA from the University of Miami.
Mr. Giertz is also a renowned broker at http://financial-advisors.credio.com/l/314999/David-Giertz. He deals in the business of buying and selling securities and other investment products. Dave is also registered as a broker with FINRA