David Giertz is an esteemed financial advisor, having built his reputation over the years. His illustrious career spans over three decades, holding different capacities in various prominent firms in the industry. He is currently a resident of Dublin, Ohio.
He joined the Nationwide Life Insurance Company in 2004, as a distribution and sales manager. His excellent performances made him rise to the helm of the firm within a relatively short time. He is presently the honcho at Nationwide Investment Services. Aside from being a respected economic advisor, David Giertz is an FINRA accredited broker.
David Giertz Interview on Social Security
According to David Giertz, a majority of economic advisors are not availing social security information to their clients. This is rather absurd, given the importance of the matter. A study conducted by Nationwide Financial Retirement Institute showed on moneytips.com that most of the employees approaching retirement and retirees don’t have a clue on the subject of social security.
Furthermore, David added that research indicated that 80% of clients would switch to advisors who provide social security education to them. He attributed the lack of this knowledge to the complex and voluminous nature of the social security handbook. He further encouraged advisors to acquaint themselves with the rules as a measure towards customer retention on angel.co.
Moreover, David Giertz noted that a lot of money was going to waste due to misinformation. A majority of people start to dig up social security coffers before time is due. To combat these losses, which accrue to $300,000 over 25 years, David reiterated the necessity of providing social security education at https://twitter.com/davidgiertz.
In conclusion, David stated that customer retention should not be the only incentive behind the provision of social security education. He added that the education is imperative to ensure that clients enjoy the full benefits of their hard-earned retirement income.