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TIAA Advisor Services – Why Third-Party Advisors Are Important And How We Support Them
Course Information
Content Level: Foundational
NAPFA Subject Area: K-Marketing & Practice Management
Course Description
This session includes what you need to know about the dedicated team and infrastructure in place at TIAA to support your practice and our partnership -- a detailed look at the people, processes, and tools available to you.
Speaker
Dennis S. Rupp

Dennis S. Rupp is the head of relationship management for TIAA’s Advisor Services Division.  He is responsible for developing strategic relationships and positioning TIAA’s value proposition on TIAA retirement plans, annuities, and lifetime income solutions to help fiduciaries maximize the value of TIAA products and services for their clients.

Rupp joined TIAA in 2005 and has 30 years of experience in the financial services industry. More than21 of those 30 years have been spent working directly with Registered Investments (RIAs) to help them differentiate, grow, and expand their businesses
Summary
Availability: On-Demand
Expires on Dec 31, 2024
Cost: FREE
Credit Offered:
No Credit Offered
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