Literature Center

Advisor Enrollment Kit (Order Only)

Literature Code:

FKD-KITENRL-0817D

Format:

PDF (N/A)

Client Use:

No

This kit contains an application, rollover form and disclosure booklet to open up a MI 529 Advisor Plan. In addition, each order will be shipped with one (1) advisor product guide brochure.

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Top 10 Reasons Flyer

Mail this client-use postcard to generate awareness of the MI 529 Advisor Plan. Be sure to encourage clients to call you for more information. As always, be sure to add your business card the back of the postcard.

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The MI 529 Advisor Plan is offered by the State of Michigan. TIAA-CREF Tuition Financing, Inc. (TFI) is the Program Manager and Nuveen Securities, LLC is the Distributor.

Before investing, carefully consider the investment objectives, risks, charges and expenses of the MI 529 Advisor Plan, including whether the investor’s or Designated Beneficiary’s home state offers any state tax or other benefits that are only available for investment in such state’s qualified tuition program. Other state benefits may include financial aid, scholarship funds, and protection from creditors. For this and other information that should be read carefully, please read the Plan Disclosure Booklet on the web site.

Participation in the Advisor Plan does not guarantee that the account's assets will be adequate to cover future tuition or other higher education expenses, or that the Designated Beneficiary will be admitted to or permitted to continue to attend an institution of higher education. Contributions to an Account and the investment earnings are not guaranteed or insured by the State of Michigan, The Michigan Department of the Treasury, the State Treasurer of Michigan, the Michigan Education Savings Program, the Federal Deposit Insurance Corporation, any other government agency or entity, or any of the service providers to the Michigan Education Savings Program, including, but not limited to, TIAA-CREF Tuition Financing, Inc. and Nuveen Securities, LLC.

The Plan Web site contains links to other Web sites. Neither the Plan nor TFI and its affiliates are responsible for the content of those other Web sites. The accuracy of information on those sites cannot be confirmed.