Talking to clients about social security as an advisor

The world of investment is full of people that want to make profit from the deals that they make. at times, people lose sight of the main agenda of getting and engaging clients, which is transforming people’s lives by helping them to make the right investment decision and focus too much on the bottom line. Well, if you want to build a base of customers who will not in any way disappoint you by walking away halfway through the plan, you need to make them understand the importance of their social security on

According to David Giertz, you will be shocked to discover the number of Americans that still do not completely understand the manner in which the social security system works in general. The benefits that come from the system can help people that are in genuine need of help either because of disability or after loss of income and after retirement.

It has become a common sight to see people that have worked most of their productive lives living in very deplorable conditions after they retire at This happens mainly because of poor investment decisions or lack of investments at all. The system makes it possible for all workers, whether in white or blue collar jobs, to get a chance to pay taxes to the system, which in turn become social security benefits.

Another issue that is confusing to clients is the fact that they do not understand the connection between the social security benefits and the 401k savings plan on Most of the times, they think that saving in the 401k will affect the amount of social security benefits they are entitled to, which is not true.

About David Giertz
David Giertz is an investment expert that has been in the industry for the past three decades. He is an alumnus of the School of Business of the University of Miami and is currently serving as CEO and chief investments advisor on Nationwide Financial.

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