Wednesday, January 23, 2013

Free Consultation Available

Those who have funds in a TIAA-CREF annuity may be interested to know that there is a free consultation available to you each year with one of their investment counselors.

I have learned that the U of I pays for this as part of their contract with TIAA-CREF. Call the number on the printouts you receive and tell them you are interested in talking to someone about allocation of your funds. They can provide some information and set up an appointment for further details.

It is a 30-45 minute phone conversation. They will send you a questionnaire to complete first. Why not take advantage of this benefit?

No comments:

Post a Comment