About us

WEA Member Benefits has been helping PK-12 public school employees and their families achieve their financial goals since 1972

Who is Member Benefits?

Our story

We believe in education.
We believe in public schools.
We believe public school employees and their families deserve to be financially secure.

We were originally created in Wisconsin by educators, for educators, over 50 years ago. The creation of WEA Member Benefits was the solution born out of the determination of Wisconsin public educators who saw a need for a trusted resource to guide them to and through their financial journey. They sought unbiased financial education, products, and services provided with their best interests in mind, and a partner who understood their values and needs and treated them with respect. Today, we offer retirement savings programs, financial planning, and auto, home, and umbrella insurance to Wisconsin public educators and their families.

In 2023, we expanded our product line to educators outside of Wisconsin. Our IRA program is available in several states outside of Wisconsin. We’ve also expanded our product line to include long-term care, life, and Medicare supplement insurance, which are offered nationwide.

We are very pleased to be able to offer our quality programs to public school employees in all 50 states.

Who is eligible?

PK-12 public school employees and their family members are eligible for our retirement and investment products* and personal insurance products, including life, long-term care, and Medicare supplement insurance.

Eligible persons include: PK-12 public school employees | children and spouses | parents and parents-in-law

*Certain state residency required.

Our mission

To advance and protect the financial well-being of public education employees and their families.

Our vision

Every member financially secure.

Our community impact

The WEA Member Benefits Foundation, Inc., launched in March 2019 as a 501(c)(3) nonprofit public charity that supports public education through grants and charitable donations to public educators, public schools, and the communities they serve. More information can be found at weafoundation.org.

The Trustee Custodian for the WEA Member Benefits IRA accounts is Matrix Trust Company. To be eligible for this program, you must meet the IRS eligibility requirements for contributing to an IRA. Family members, including your spouse or domestic partner, children and their spouses, parents, and parents-in-law, may also be eligible to participate in many of our programs. Restrictions may apply. Certain state residency required.

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.

Registered representatives licensed through and securities offered through WEA Investment Services, Inc, member FINRA.

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.