TIAA Wealth Management Expands Offerings with Innovative Lending and Estate Planning Solutions

TIAA Wealth Management and Advice Solutions Expands Services

In a significant move to enhance its wealth management capabilities, TIAA Wealth Management & Advice Solutions (TW&A) has announced new offerings that cater to the evolving needs of its clients. On September 16, 2025, the company unveiled its partnership with The Bancorp and Trust & Will, introducing innovative securities-backed lending and digital estate planning services. These developments represent a crucial step in TW&A's mission to provide holistic financial solutions to its customers.

New Offerings

Securities-Backed Line of Credit (SBLOC)
One of the flagship products from this strategic partnership is the Securities-Backed Line of Credit (SBLOC). This flexible lending approach enables clients to leverage their investment portfolios to fund significant purchases, consolidate debts, or manage unforeseen expenses. The beauty of this offering lies in its ability to keep clients' investment strategies intact while providing them with necessary liquidity. With the SBLOC, TW&A aims to support clients who require financial flexibility without compromising their long-term investment goals.

Digital Estate Planning with Trust & Will
The collaboration with Trust & Will complements TW&A's existing estate and philanthropy planning services. Through this partnership, clients can now access affordable and straightforward digital estate planning solutions. This new service empowers users to create comprehensive estate plans, including wills and trusts that serve to protect their assets and ensure their legacy is respected. This is particularly important in today's fast-paced world, where efficient and accessible estate planning solutions are increasingly sought after.

Client-Centric Approach

Rashmi Badwe, Executive Vice President and Chief Operating Officer at TIAA Wealth Management, emphasized the importance of these partnerships, stating, "As our clients look to us for comprehensive guidance throughout their financial journey, these partnerships enable us to deliver the holistic solutions they need." The objective is clear: to go beyond mere wealth management and to genuinely invest in the worth of their clients by understanding their unique needs at every life stage.

These offerings are now available and join other existing services provided by TW&A, which include partnerships with Crump Life Insurance Services and EverBank, N.A. This further solidifies TW&A's position as a leader in delivering integrated wealth solutions tailored to individual client requirements. Through Crump, advisors can connect clients with life insurance, long-term care, and disability coverage options, all personalized to meet specific needs. Additionally, EverBank products are designed to assist clients in achieving broader financial targets.

A Transformative Step

Shankar Saravanan, Head of Wealth Products and Solutions at TIAA Wealth Management, noted that these partnerships mark a significant milestone in their ongoing wealth management transformation. The focus remains on enhancing client experiences by streamlining how complex financial services like securities-backed lending and estate planning are delivered. This empowers TIAA advisors to focus on providing personalized guidance that corresponds to comprehensive financial strategies for their clients.

At TIAA, the commitment to client financial well-being extends across all life stages, supporting young professionals embarking on their investment journey, mid-career individuals seeking advice, and those transitioning into or enjoying retirement. TIAA currently manages impressive assets totaling approximately $275 billion, supported by a dedicated team of over 2,000 employees.

About TIAA

As a leading financial provider, TIAA aims to secure better retirement outcomes and offers focused investment solutions to millions of individuals and numerous institutions. The organization has an extensive portfolio totaling $1.4 trillion in assets under management as of March 31, 2025. This strong foundation enables TIAA to deliver actionable financial advice aligned with its goal of helping clients navigate their unique financial pathways effectively.

In summary, the new lending and estate planning services by TIAA Wealth Management & Advice Solutions symbolize a comprehensive step toward a client-centered financial future that prioritizes flexibility and security, ultimately setting a new standard in the wealth management industry.