Image For Activity Cover
What You Need to Know About CREF Variable Annuity Accounts
Course Information
Content Level: Intermediate
NAPFA Subject Area: K-Marketing and Practice Management
Course Description
Variable annuities play an important role in a diversified income plan, providing the opportunity for long-term growth while serving as a hedge to inflation. Learn why millions of clients rely on CREF Stock to help build their savings and plan for lifetime Income.
Speaker
Paul Bailin

Paul Bailin is a senior director in TIAA’s Institutional Financial Services group. Bailin builds TIAA’s Product and Solutions Proficiency programs to ensure TIAA delivers industry-leading financial planning and solutions to participants. Bailin’s work throughout his tenure at TIAA has focused on the areas of lifetime income, annuity solutions and retirement readiness.

Over his 15-year career in financial services, Bailin has also worked in TIAA’s global asset management area and held financial advisory roles at TIAA, Bank of America/Merrill Lynch, and UBS Financial Services.

Bailin earned an MBA from the Anderson School at UCLA and a B.A. in Economics from Tufts University, and holds the Certified Investment Management Analyst (CIMA®) and Retirement Management Advisor® (RMA®) designations. He is based in TIAA’s San Francisco office.

Summary
Availability: Registration Required
Expires on 12/31/2023
Location: Online Meeting
Date / Time: Feb 06, 2023 3:00 PM - 4:00 PM EST
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
No Credit Offered
Recommended
Powered By