Get an Insurance Quote

Open a Retirement Account

Are your important documents in order?

Last Updated: 6/22/2017 2:47:45 PM

You’ve probably spent quite a bit of time over the years saving for your retirement and planning out what you’ll do. But have you made a plan for your assets after you’re unable to manage them?

Smart Money Move #8: Pay it forward

Last Updated: 6/20/2017 3:36:45 PM

Many Wisconsin public school employees attribute their participation in our retirement and insurance programs to someone who shared their experience and encouraged them to take action. Now is a good time to pay it forward by mentoring a colleague. You don't have to be an expert, just someone who's passionate about helping people learn—educators helping educators.

The fiduciary standard: Two changes

Last Updated: 6/15/2017 3:37:40 PM

Over the past year, you may have read or heard about a new rule that the Department of Labor is imposing that requires brokers to handle retirement accounts to act in the client’s best interest. The aim of the rule is to curb conflicts of interest by imposing a fiduciary standard. As of June 9, 2017, two provisions have gone into effect.

Your Story

You got this!

Published: 11/07/2016

New Wisconsin public school teacher Molly Walsh Anderson shares four lessons that have helped her navigate new financial realities and responsibilities.

read the full story

public school employees have been achieving their financial goals with WEA Member Benefits for over 40 years.

Connect with us

Facebook

@weabenefits

Google+

YouTube

Affiliates

WEAC

WEA Credit Union

WEA Trust

Some content on this site may require Adobe Acrobat Reader.

Contact Info

Personal Insurance Services:
1-800-279-4010

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

WEA Member Benefits

The 403(b) retirement program is offered by the WEA TSA Trust. TSA program registered representatives are licensed through WEA Investment Services, Inc., member FINRA.

The Trustee Custodian for the WEAC IRA accounts is Newport Trust Company.

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

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.

If you choose to invest in the WEA Tax Sheltered Annuity or WEAC IRA program, fees will apply. Consider all expenses before investing.

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

The Prudential Guaranteed Investment 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.

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.

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 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.

Seminars are free to attend; however, if you choose to invest in the WEA Tax Sheltered Annuity or WEAC IRA program, fees will apply. Consider all expenses before investing.

This is for informational purposes only and is not intended to constitute legal, financial, or tax advice. Certain recommendations or guidelines may not be appropriate for everyone. Consult your personal advisor or attorney for advice specific to your unique circumstances before taking action.