About us

WEA Trust Member Benefits

Every Member Financially Secure

WEA Trust Member Benefits has been helping Wisconsin public school employees achieve their financial goals for over 35 years by providing personal insurance and retirement and investment programs that are designed with unique qualities that set us apart from other commercial providers.

We operate as a trust that reinvests any profits back into programs that benefit participants. We have no shareholders or commissioned sales people. This allows us to focus on meeting the needs of those we serve with high quality products that are competitively priced rather than increasing profits.

Outstanding customer service is what you can expect from Member Benefits. In fact, we have one of the highest customer retention and satisfaction rates in the industry.

Learn what your colleagues say about Member Benefits.

Personal Insurance Services

Auto Insurance
Home Insurance
Condo Insurance
Renters Insurance
Umbrella Insurance
Long-Term Care Insurance

Retirement and Investment Services

403(b) Tax Sheltered Annuity (TSA)
IRA
Financial Planning Services

Our Mission

To support the mission of WEAC by enhancing the financial security of members with best of class personal benefit programs that are developed and delivered with integrity, sensitivity, and reliability.

Board of Trustees

Our Board of Trustees consists of WEAC members who serve without compensation. Our cooperative structure means that we listen to the advice of our members. When you have ideas or concerns about our programs, you can share those with the Trustees by writing to Board of Trustees, WEA Trust Member Benefits, P.O. Box 7893, Madison, WI 53707-7893.

View our program brochure to learn more about Member Benefits.

Connect with us

Facebook

@weabenefits

Affiliates

WEAC

WEA Trust

WEA Credit Union

Contact Info

Personal Insurance Services:
1-800-279-4010

Retirement and Investment Services:
1-800-279-4030

Property and casualty insurance programs are underwritten by WEA Property & Casualty Insurance Company. The terms and conditions of your coverage are exclusively controlled by your written policy. Please refer to your policy for details.

The 403(b) retirement plan is offered by the WEA TSA Trust. TSA program securities offered through WEA Investment Services, Inc., member FINRA.

All investment advisory services are offered through WEA Financial Advisors, Inc.

The Trustee for the WEAC IRA program is First Business Trust & Investments.

Program administered by LTCi Marketing Administrators (LiMA). Long-term care insurance products are underwritten by multiple LTC insurers.

This is for informational purposes only and not intended to be legal or tax advice. Consult your tax-advisor or attorney before taking any action.

Keep in mind that mutual fund investments are not guaranteed and may gain or lose value. Past performance is no guarantee for future results. Future performance may be lower or higher than past performance. Before investing in any mutual fund, call WEA Trust Member Benefits at 1-800-279-4030 to request a prospectus. We advise you to read it carefully and consider the fund's investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the investment company.

Target retirement funds invest in a mix of stock and bond funds that steadily become more conservative as they approach their target date. Target retirement funds are not guaranteed and may gain or lose value now and after their target date.

Principal and net credited interest are fully guaranteed by Prudential Retirement Insurance and Annuity Company (PRIAC). Such guarantees are based upon the financial strength and claims-paying ability of PRIAC.