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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 customers1,2,3.

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.

©2020 TIAA-CREF Life Insurance Company, New York, NY 10017.

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

Get Started

To learn more about low-cost, Commission-Free solutions call us at 888.327.0049 and speak to a DPL consultant.

DPL


©2022 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.