Category Archives: finance

Home / finance
1 Post

David Giertz who was the president of the top insurance provider in the world is certain that various financial advisor is not talking about social security with their customers because when they do not bring the conversation about social security retirement profit to their clients because it is their duty it may lead to damaging to the clients and the advisor as well.

 

Through the research that was conducted it stated that most of the clients who are on the verge of retiring within 10 years and those who have retired, their financial advisor did not speak to them about a matter dealing with social security. Furthermore, the researchers also found out that some even suggested that they would change advisors if their advisor would not talk to them about social security because it is part of their retirement preparation procedure.

 

David Giertz also alleged that failure to a financial advisor to talk to their clients about their social security program is because that the process of the program has 2,700 rules, therefore, leading to a lot of advisors not wanting take in all of those rules. Also, he advice financial advisor to stop shunning away from learning social security, though they should integrate the program into their conversation with their customers for various reasons.

 

David Giertz has more than 30 years of increasing expertise in the financial services sector. Furthermore, he is professional investment advisor and he has always used his expertise in creating new inventive techniques that assist in accomplish growth and profits. He as well accomplished a lot as the president of the sales and distribution division of Nationwide Financial because he increased the profits from $11 billion to $17.8 billion hence it was the more than it was expected.

 

David Gertz also increased the returns of Financial Institutions Bank channel from $1.5 billion to $8 billion. He as well served at Citigroup for 10 years as a financial advisor. He went to Millikin University and got Bachelor of Science and also Executive Master of Business Administration from the University of Miami. https://www.linkedin.com/in/david-giertz-5aa76051