TIAA

Commitment to RIA Market

TIAA-CREF Life Insurance Company (TIAA Life), a wholly owned subsidiary of TIAA, has been serving the Registered Investment Advisory (RIA) marketplace since 2001 by providing a business model designed exclusively for RIAs.

Technology Integrations

TIAA’s value proposition to an advisor includes comprehensive integration of holdings into an advisor’s portfolio management platform. TIAA's systems provide daily downloads of each client’s assets, online access to view client data, plus direct fee deduction capability.

Investment Approach

For more than a century, TIAA has been on a mission to help customers pursue their financial goals. Having grown into a Fortune 100 financial services organization with $1.1 trillion in assets under management, TIAA is grounded by their core values and committed to serving the broad financial needs of their 5 million customers^1,2,3.

Ratings

Standard & Poor's

AA+

A.M. Best

A++

Moody's

Aa1

Products

¹TIAA is a Fortune 100 financial services organization, as of 2019.
²TIAA Assets under management: $1.1 Trillion, as of 12/31/19.
³TIAA has 5 million customers, as of 12/31/18.

You should consider the investment objectives, risks, charges and expenses carefully before investing. Please call 877-518-9161 or log on to TIAA.org for underlying product and fund prospectuses that contain this and other information. Please read the prospectuses carefully before investing.

Annuity contracts contain exclusions, limitations, reductions of benefits and may contain terms for keeping them in force. We can provide you with costs and complete details.

Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.

TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, distributes securities products. The Intelligent Variable Annuity (form series TCL-VA2) is issued by TIAA-CREF Life Insurance Company. Each of the foregoing is solely responsible for its own financial condition and contractual obligations. Not available in all states.

DPL Financial Partners and TIAA are not affiliated.

INTENDED FOR REGISTERED INVESTMENT ADVISOR USE ONLY.

Form #1147031 (04/2020)

More about TIAA

TIAA provides a cost-conscious variable annuity for accumulation-focused clients, with a tiered cost reduction as the assets grow.

Nicole Benz

Consultant, DPL Financial Partners

A pioneer in the fee-based space, TIAA created the first variable annuity in 1952 and has since been delivering value to advisors and consumers alike.

David Lau

Founder and CEO, DPL Financial Partners

We recognized the importance of working with RIAs over 20 years ago, and we grow even more committed to the importance they bring to their clients.

Dennis Rupp

Director, Insurance Wholesaling, TIAA

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