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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When used for qualified college expenses, your MI 529 Advisor Plan earnings are _____% tax-free.
We suggest completing your current order, as the documents you've requested so far are not available on Nuveen.com. Then after completing that order, you can return to this page and order your Advisor-Specific documents (on Nuveen.com).
The MI 529 Advisor Plan is offered by the State of Michigan. TIAA-CREF Tuition Financing, Inc. (TFI), Member FINRA, 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.
Account Owners will be able to login to their accounts Monday, 9/11/17, at 9 am ET. Learn more about the MI 529 Plan conversion.
You are about to exit the MI 529 Advisor Plan website and enter the Nuveen.com site where Financial Advisors can order an MI Advisor Plan Enrollment Kit.