1 PLANADVISER, “Retirement Income Evolution,” July 13, 2022.
2 As of December 31, 2021. Other benefits from TIAA and CREF include: additional amounts paid on TIAA Traditional annuity contracts above the guaranteed rate, surrender benefits and other withdrawals, death benefits, health insurance and disability insurance benefits, and all other policy proceeds paid.
3 Largest U.S. Life Insurer: S&P Global Market Intelligence Platform, as of December 31, 2021. Financial Strength: The TIAA General Account, December 31, 2022. Total assets $346.6 billion. Total TIAA assets include, in addition to the General Account, separately managed accounts such as the Real Estate Account and TIAA Stable Value.
4 Any guarantees under annuities issued by TIAA are subject to TIAA’s claims-paying ability. Past performance is no guarantee of future results.
5 TIAA may share profits with TIAA Secure Income Account retirement annuity owners through declared additional amounts of interest and through increases in annuity income throughout retirement. These additional amounts are not guaranteed other than for the period for which they were declared. TIAA may provide a loyalty bonus that is only available when electing lifetime income. The amount of the bonus is discretionary and determined annually.
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TIAA Secure Income Account is a fixed annuity product issued through this contract by Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY, 10017: Form series including but not limited to: TIAA-UQDIA-002-K and related state specific versions. Not all contracts are available in all states or currently issued
