David Giertz was asked the importance of social security in an interview, and he responded about how crucial it is in creating a proper and comprehensive retirement plan. He also stated that in most cases financial advisers hesitate about discussing the issue of social security with their clientele. He mentioned on Instagram that when it comes to retirement planning, making the most out of your social security number is key.
In his interview, he said that you could only reap satisfactory benefits out of your social security number when it is used at a suitable retirement age so that it can help the people that are retiring. If it is not employed at the right time, people run the risk of using it as a means to fund retirement on soundcloud.com. Giertz and his team conducted a research project that focused on the benefits of social security to people who have retired and those that are about ten years away from retirement. In the study, they discovered that about 80% of people would decide to leave their financial advisors if they did not discuss social security with them.
About David Giertz
David Giertz is the president of sales and distribution at Nationwide Financial Services, an insurance company. He was promoted to this position in 2013.
Over the years, David has held multiple executive positions in different companies such as DGC company and Skokie Federal Savings. He is a registered broker with FINRA, and this allows him to work with large successful financial firms.
Learn more about David Giertz: https://vimeo.com/davidgiertz