TIAA Wealth Management & Advice Solutions Announces Lending and Estate Planning Solutions Through Strategic Partnerships

Agreements with The Bancorp Bank, N.A. and Trust & Will expand wealth management capabilities beyond traditional investment services

TIAA Wealth Management & Advice Solutions (TW&A) today announced the launch of new securities-backed lending and digital estate planning services through strategic partnerships with The Bancorp and Trust & Will. These new offerings expand TW&A's holistic wealth management capabilities addressing the diverse and evolving needs of clients.

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Expanding on our current partnership with The Bancorp, TW&A is introducing Securities-Backed Line of Credit (SBLOC). This flexible lending solution allows clients to fund major purchases, consolidate debt or cover unexpected expenses while keeping their investment strategies intact.

Additionally, TW&A now offers an affordable and digital approach to estate planning through its partnership with Trust & Will, complementing TW&A's existing estate and philanthropy planning services. Clients can create comprehensive estate plans, including wills and trusts, to safeguard their assets and ensure their legacy wishes are fulfilled.

“As our clients look to us for comprehensive guidance throughout their financial journey, these partnerships enable us to deliver the holistic solutions they need,” said Rashmi Badwe, Executive Vice President and Chief Operating Officer at TIAA Wealth Management. “We're not just managing wealth; we are investing in people's worth by understanding what matters most to them at every life stage. Collaborating with trusted, best-in-class providers enhances our ability to be plan participants preferred financial partner to and through retirement.”

Available now, these new offerings complement TW&A's existing relationship with Crump Life Insurance Services and EverBank, N.A., further strengthening our ability to deliver holistic wealth solutions. Through Crump, TW&A advisors provide clients with access to a wide range of life insurance, long-term care, and disability protection options tailored to clients' individual needs. With EverBank, we provide clients with access to banking products that can help support their broader financial goals. By integrating these capabilities into comprehensive wealth strategies, TW&A helps clients protect their income, preserve their wealth, and ensure their financial well-being for the future.

“These partnerships represent a key milestone in our wealth management transformation,” said Shankar Saravanan, Head of Wealth Products and Solutions, TIAA Wealth Management. “We've carefully curated services to ensure a frictionless experience for clients. By streamlining how we deliver complex solutions like securities-backed lending and estate planning, we're empowering our team to focus on what matters most, providing personalized guidance that addresses our clients' comprehensive financial needs.”

About TIAA Wealth Management & Advice Solutions

TIAA Wealth Management & Advice Solutions (TW&A) delivers on TIAA's century-long mission by providing actionable financial advice to our retirement plan participants. As a trusted partner getting people to and through retirement, our comprehensive approach combines dedicated financial consultants and wealth management advisors with innovative digital solutions to deliver advice.

We help serve clients across all life stages: young professionals beginning their investment journey, mid-career individuals seeking advice, those transitioning into retirement, and people enjoying retirement. TW&A manages $275 billion in assetsi with more than 2,000 employees and, through TIAA-CREF Tuition Financing, Inc. (TFI), operates the nation's third largest education savings program with more than $64 billion in program assets.ii

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About TIAA

TIAA is a leading provideriiiof more secure retirements and outcome-focused investment solutions to millions of people and thousands of institutions. It has $1.4 trillion in assets under management (as of 3/31/2025).iv

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i. Assets under management and assets under administration, as of 7/31/25.ii. ISS MI, 529 Market Intelligence, Q2 2025iii. As of June 3, 2024. Based on data inPLANSPONSOR's 2024 DC Recordkeeping Survey, #1 by total 403(b) assets and #1 by 403(b) ERISA plans.iv. As of March 31, 2025, assets under management acrossNuveen Investments affiliates and TIAA investment management teams are $1,373 billion.

TIAA Wealth Management & Advice is a division of TIAA.

This material is for informational or educational purposes only and is not fiduciary investment advice, or a securities, investment strategy, or insurance product recommendation. This material does not consider an individual's own objectives or circumstances which should be the basis of any investment decision.

Advisory services are provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC., a registered investment advisor. TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, distributes securities products.

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