Category Archives: Broker

David Giertz Gives His Take On Social Security

David Giertz is prepared to council his peers and team members about the importance of Social Security. Social Security is an important aspect of any retirees’ long-term plan. Financial advisors have fallen into the habit of glossing over this subject because it is a very complicated issue. The Social Security ledger has more than 2700 rules that must be thoroughly understood in order to explain them properly. It has become customary for advisors to maneuver around the subject. However, David Giertz has done his own research and noticed that retirees are more educated about Social Security than ever before. They expect their advisors to have detailed information about the topic. If clients are not thoroughly briefed on Social Security they do not hesitate to terminate their relationship with their current financial agency and move on to a another adviser. Giertz understands the concern that comes from the retirees. If they did not implement the benefit at the correct time the retiree stands a chance of losing lots of money over time.

David Giertz has a wealth of experience in the financial services industry. He has spent more than 30 years developing his techniques that have brought profitable success to his clients. David was President of Nationwide Financials Sales Distribution Organization where he elevated the revenue bottom line from 11 billion to 17.8 billion. David continuously demonstrated successful decision making while moving his company forward. He implemented wholesale strategy for the private sector retirement plans, life insurance, mutual funds and annuities.

David Giertz is an experienced business coach with many credentials. He was the leader of Financial Institutions Bank Channel in 2004. Financial Institutions Bank Channel went on to acquire Warehouse Distribution Bank Channel by 2009. Giertz became a member of the Nationwide team in 1999 and stepped into the role of Regional Vice President. He was based out of Miami Florida where he oversaw the operations in 7 States including Puerto Rico. David increased the overall revenue of his region by 40%.

David Giertz was a member of Citigroup before joining Nationwide. He worked with the organization for 10 years and served as a Financial Services advisor. He then went on to become and Area Director. David eventually rose to the position of Executive Vice President of Sales where he continued to add accomplishments to his outstanding resume.

David Kurtz is an active member of community organizations such as the Board of Trustees at Millikin University. David is also the Chairman of the Budget and Finance Committee at it Millikin University. He is proud to be a board member of the Girl Scouts of Broward County.

David Giertz began his successful career by acquiring and MBA from the University of Miami, and a BS from Millikin University.