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

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

Pdf Summary

TIAA Advisor Services is focused on delivering service and support, driving business growth, and creating winning outcomes for its clients. The company serves a wide range of institutions, including teachers, healthcare professionals, and more. With over a century of experience, TIAA is the leading provider in the not-for-profit retirement market, managing over $1.2 trillion in assets for its 15,000+ institutional clients.<br /><br />TIAA values its partnership with financial advisors and strives to help them succeed in serving their clients. The company provides support in areas such as understanding TIAA products and solutions, incorporating lifetime income into retirement planning, and staying updated on industry trends. TIAA Advisor Services has over 20 years of experience supporting independent advisors, with a total advisor assets under administration of $33 billion and nearly 30,000 authorized advisors.<br /><br />The document highlights a case study that exemplifies TIAA's partnership-driven approach. An advisory firm partnered with TIAA to address its clients' inquiries about TIAA retirement plan accounts. This partnership resulted in increased assets rolled into TIAA retirement plans, generating advisory fees and strengthening client relationships. TIAA's reach expanded, fulfilling its mission and allowing for sharing profits that create positive outcomes for clients.<br /><br />TIAA also supports advisors through operational and data integration, a dedicated advisor platform, and comprehensive product and solution support. The company makes strategic investments to strengthen advisor partnerships and enhance the ease of doing business with TIAA.<br /><br />The document concludes with information on TIAA's unique approach to retirement security, where profits are shared with participants. TIAA emphasizes the importance of contributing early and often to maximize lifetime income. The company shares profits with participants, totaling $3 billion on average over the last 10 years.<br /><br />TIAA encourages advisors to attend upcoming advisor sessions covering topics such as TIAA Traditional, CREF Variable Annuity Accounts, and TIAA Real Estate Account. Q&A information and contact details for TIAA Advisor Services are provided as well.<br /><br />Overall, TIAA Advisor Services is committed to supporting advisors, driving business growth, and creating winning outcomes for its clients through its comprehensive services and strategic partnerships.

Keywords

TIAA Advisor Services

service and support

business growth

institutions

financial advisors

lifetime income

independent advisors

retirement plan accounts

profit sharing

advisor sessions