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Financial tips to fight against formidable times
You’re not alone if you’re feeling a bit financially unprepared during these times. Pick up some financial tips to weather this year and beyond.
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Protect your home and the people you love
Cooking and heating are the leading causes of home fires and fire injuries, and winter months are the peak time for fire-related deaths.
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Behind the screen
Get to know our staff and unmask the person behind the phone call!
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Financial Literacy: A 21st century survival skill
Wisconsin educator Patrick Kubeny is helping move the needle forward on students’ personal finance know-how.
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Financial literacy resources for the classroom
Classroom resource list from our article, "Financial Literacy: A 21st century survival skill."
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Now is a good time to check your beneficiaries
A new year is a great reminder to check the beneficiaries for your 403(b) and/or IRA accounts with Member Benefits.
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403b savings and enrollment guide
Get step-by-step guidance for enrolling in our 403(b) program, and pick up tips on saving, investing, determining your risk, and more.
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Two products to help ensure your financial security
Learn more about the effect life insurance and long-term care insurance programs may have on your financial security and peace of mind.
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© 2021 WEA Member Benefits. All rights reserved.

This website 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.

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. 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 Newport 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 Mid Atlantic Trust Company. The Personal Investment Account Program is offered by WEA Financial Advisors, Inc., a registered and investment advisor under the WEA Member Benefit Trust.

Interest is compounded daily to produce a yield net of Prudential’s administrative fee of 0.60%. PRIAC 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 PRIAC’s general account. For more information, go to weabenefits.com/pru.

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.

Equipment Breakdown insurance is underwritten by Mutual Boiler Re.

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.

All advisory services are offered through WEA Financial Advisors, Inc., an SEC registered investment advisor.

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.

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

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

View privacy information at weabenefits.com/privacy.