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TIAA Traditional – What You Need to Know About TIAA’s Traditional Fixed Annuity
Course Information
Content Level: Intermediate
NAPFA Subject Area: K-Marketing & Practice Management
Course Description
This program covers what you need to know about TIAA’s traditional fixed annuity and the benefits to clients to and through retirement. Learn how TIAA seeks to share profits with participants and how our loyalty bonus seeks to reward dedicated savers with higher income in retirement.
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.

Availability: On-Demand
Expires on 12/31/2024
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
No Credit Offered
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