Events Archives

Call us: 1-800-279-4030

About Careers Contact National Products Foundation

Retirement
& Investments

Programs and accounts
Retirement service
- How to fund your account
- yourINCOME PATH
Resources
Moving money

Key Links

Open an account Access yourMONEY Transaction tracker Retirement forms WEA IS Form CRS Regulations Best Interest Disclosure Statement

Insurance

Vehicle
- Auto
- Recreational vehicle and toy
Property
- Home
- Renters
- Condo
- Equipment breakdown
- Flood
Personal

Key Links

Get a quote Update your policy Log in to yourINSURANCE File a claim Insurance forms Insurance Q&A Videos

Financial
Planning

Financial Planning
Non-retirement option
- Personal Investment Account

Key Links

Learning
Center

Financial resources
Financial education
Important information

Key Links

Financial articles your$ magazine Calculators

Employers

For school districts

Key Links

yourPLAN ACCESS Common Remitter

Question 1

Question 2

Question 3

Do you want to open a 403(b) or Individual Retirement Account (IRA)?

Are you employed in the state of Wisconsin?

Do you live in the state of Wisconsin?

About Careers Contact National Products Foundation

Retirement
& Investments
- Key Links
Insurance
- Key Links
Financial
Planning
- Financial Planning
- Non-retirement option
  - Personal Investment Account
- Key Links
Learning
Center
- Key Links
Employers
- For school districts
- Key Links
  - yourPLAN ACCESS
  - Common Remitter

HEY, Badger fans! Nominate an outstanding educator

Nominate yourself or another deserving Wisconsin public educator to be recognized with an Outstanding Educator Award. Winners will be recognized at a UW sporting event in winter 2024/spring 2025.

Nominate an outstanding educator

Proud Partner of Wisconsin Athletics!

Stay connected with WEA Member Benefits!

Retirement
Insurance
Financial Planning
Learning Center
Employers

GENERAL

Not all products and services are available in all states.

The content provided by WEA Member Benefits is for informational purposes only and is not intended to constitute individualized investment, 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.

When providing a testimonial, the individual’s experience is their own and is not a guarantee of future results for all clients. No compensation was provided for this opinion. Individual is a current client of WEA Financial Advisors, Inc. at the time of their statement.

RETIREMENT

The 403(b) retirement program is offered by the WEA TSA Trust. TSA and IRA program registered representatives are licensed through WEA Investment Services, Inc., member FINRA. Check the background of this firm and our investment professionals on FINRA’s BrokerCheck.

Securities offered through WEA Investment Services, Inc, member FINRA.

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

The Trustee Custodian for the WEA Member Benefits IRA accounts is Matrix Trust Company. Certain state residency required.

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.

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.

The Trustee Custodian for the Personal Investment Accounts is American Trust Custody. The Personal Investment Account Program is offered by WEA Financial Advisors, Inc., an SEC registered investment advisor.

Interest is compounded daily to produce a yield net of Empower’s administrative fee of 0.60%. Empower Annuity Insurance Company (EAIC) is compensated in connection with this product by deducting an amount for investment expenses and risk from the investment experience of certain assets held in EAIC’s general account. For more information, go to weabenefits.com/empower.

INSURANCE

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.

Flood insurance offered through the National Flood Insurance Program and underwritten by Bankers Insurance Company.

The long-term care insurance program is administered by Associates of Clifton Park. Long-term care (LTC) insurance products are underwritten by multiple LTC insurers.

The life insurance program is offered and administered by Associates of Clifton Park. Life insurance products are underwritten by multiple life insurance carriers.

Equipment breakdown coverage may provide primary coverage for sudden and unexpected breakdowns in mechanical, electrical, and pressure systems. This inexpensive coverage reduces gaps in home insurance coverage and could be an alternative to a more comprehensive and costly home warranty programs and extended warranty programs offered by major retails. Exclusions (e.g. normal wear and tear, damage from neglect and poor maintenance) apply.

FINANCIAL PLANNING SERVICES

All advisory services are offered through WEA Financial Advisors, Inc., an SEC registered investment advisor. Advisor will develop a financial plan that will recommend an asset allocation and specific funds offered in the WEA TSA Trust 403(b) and WEA Member Benefits IRA programs and generally will not include recommendations to invest in individual securities or bonds, CDs, options, derivatives, annuities, closed-end funds, unit investment trusts, partnerships, or other securities not offered through WEA Member Benefits. These advisory services are provided for a fee. The results of recommendations developed by WEA Financial Advisors, Inc., cannot be guaranteed. There is no guarantee of future performance of an investment portfolio and there is not a guaranteed rate of return. Wisconsin residents only.

SEMINARS

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

MORE INFORMATION

For a full list of program disclosures, visit weabenefits.com/disclosures.

View privacy information at weabenefits.com/privacy.