Lifetime income

Lifetime income

Lifetime income

Lifetime income
Lifetime income
Lifetime income

Client

TIAA

Scope

System design

Contributers

3 senior product designers, 1 director

Duration

Oct 2023-Jun 2025

Building a Storytelling System for TIAA

Challenge

TIAA needed to explain lifetime income—a complex, emotional financial topic—in a way that didn't overwhelm or lose users. The existing experience was fragmented across 50+ pages, breaking comprehension and driving poor engagement. Accessibility failures and performance issues blocked launch.

Solution

I led the system refinement that consolidated everything into one continuous narrative. We resolved accessibility and performance issues at the pattern level, established clear design governance, and created a repeatable framework TIAA could use for future long-form storytelling experiences.

Client

TIAA

Scope

System design

Contributers

3 senior product designers, 1 director

Duration

Oct 2023-Jun 2025

Building a Storytelling System for TIAA

Challenge

TIAA needed to explain lifetime income—a complex, emotional financial topic—in a way that didn't overwhelm or lose users. The existing experience was fragmented across 50+ pages, breaking comprehension and driving poor engagement. Accessibility failures and performance issues blocked launch.

Solution

I led the system refinement that consolidated everything into one continuous narrative. We resolved accessibility and performance issues at the pattern level, established clear design governance, and created a repeatable framework TIAA could use for future long-form storytelling experiences.

Where this work picked up
Where this work picked up

By the time I joined, core concepts had been explored but not yet translated into a production-ready system. Patterns were expressive but inconsistent. Accessibility, performance, and compliance issues remained unresolved.

My role was to carry the work over the finish line—turning concepts into system-backed patterns, resolving blockers, and working closely with engineering to ship cleanly.

Half the Pages, Twice the Engagement
Half the Pages, Twice the Engagement

The original experience scattered content across multiple pages, breaking user orientation. We consolidated everything into a single scrollable flow with chapter navigation, shortening the experience while maintaining depth. Users could now scan, pause, and dive deeper without losing context.

Built for Real-World Constraints
Built for Real-World Constraints

Early designs had focus order failures, contrast issues, and interactions that broke at different screen sizes. Instead of fixing page-by-page, we resolved issues at the pattern level—rethinking component heights, simplifying interactions, and defining clear responsive rules.

Treating accessibility as a constraint improved overall design quality. Layouts became clearer, interactions more predictable, and content easier to consume across devices.

A Repeatable Framework
A Repeatable Framework

Lifetime Income wasn't a one-off. We consolidated overlapping patterns into a smaller, system-backed set. New patterns were introduced only where required, with clear variants, tokens, and responsive rules documented for engineering.

Implementation friction dropped. Engineers stopped needing clarification, designers built with confidence, and the framework now supports future storytelling experiences across TIAA.

A framework designed to scale
A framework designed to scale

Lifetime Income was not designed as a one-off page. It was built as the first proof point of a broader storytelling framework.

Overlapping patterns were consolidated into a smaller, system-backed set. New patterns were introduced only where the system required them, with clear variants, tokens, and responsive rules.

As documentation matured, implementation friction dropped. Engineers stopped needing clarification, designers built with confidence, and governance became enforceable without slowing teams down.