TIAA Advisor Services – Why Third-Party Advisors Are Important And How We Support Them-Recording - TIAA Advisor Services – Why Third-Party Advisors Are Important and How We Support Them

Recording - TIAA Advisor Services – Why Third-Party Advisors Are Important and How We Support Them

Video Transcription

Video Summary

In the video, Dennis S. Rupp, Senior Director in TIAA's Advisor Services Division, discusses the importance of working with third-party advisors and how TIAA supports them. He begins by sharing a personal story about Lindt chocolate truffles to illustrate the concept of maximizing value. Rupp then explains the origin story of TIAA, which started in 1890 when Andrew Carnegie realized the need for retirement security for professors. He established TIAA in 1918 to provide free pensions for professors, and it later expanded to include other professions. Rupp emphasizes that TIAA's mission is to be the leader in lifetime income and ensure a secure retirement for everyone, which requires expanding partnerships with fee-only fiduciary advisors. He outlines the agenda for the webinar, which includes discussing TIAA's mission, the importance of working with financial advisors, a case study, TIAA's commitment to the advisor channel, and support and investments in the partnership. Rupp highlights the benefits of partnering with TIAA, such as dedicated support staff, a comprehensive platform with tools and resources, and unique products and services. He also mentions future enhancements and investments being made to further support advisors. The webinar concludes with a Q&A session and an invitation to attend the upcoming sessions on TIAA's traditional fixed annuity, CREF, variable annuity, real estate accounts, and partnering. Overall, the video emphasizes the importance of working with third-party advisors and the ways in which TIAA supports them in helping clients achieve a secure retirement.

Keywords

Dennis S. Rupp

TIAA

third-party advisors

retirement security

fiduciary advisors

webinar agenda

supporting advisors

comprehensive platform

unique products