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Created by public school
employees for public school employees
The WEA Trust was created more than 35 years ago for public school employees by public school employees. Today, their philosophy remains the same. They only insure Wisconsin public school employees, and members remain the most important thing.
No hassles - just great service
The WEA Trust prides itself on service to members. They have the lowest complaint rate of any group insurer in Wisconsin according to the Wisconsin Office of the Commissioner of Insurance. No hassles - just great service.
When you call the Trust, you get the Trust
There is no automation at the Trust. Members speak to a "live" person. No selections from a complex menu of options or talking to someone sitting on the other side of the ocean. Members talk to a professional staff person in Wisconsin who can help immediately!
The Trust is not-for-profit!
The Trust operates as a not-for-profit. Money is not going toward dividends for shareholders, lavish executive salaries, or flashy television commercials. Out of every dollar members give the Trust, their goal is to return 93 cents in the form of benefits.
The Board of Trustees - people just like you
The Trust's Board of Trustees is made up of current or retired public school employees. They receive no monetary compensation for serving on the board. Their goal is to ensure that Wisconsin public school employees have the financial security they deserve.
The fight against health care costs
As health care costs continue to increase at alarming rates, the WEA Trust is always investing in ways to keep costs down and programs competitive. They always work with members to manage their health care dollars wisely.
The Trust's commitment to you - the members
The WEA Trust was created to serve public school employees in Wisconsin. They take this responsibility very seriously and strive to deliver the best value in the products they offer backed by exceptional customer service. That is the Trust Difference.
Member Benefits' high-quality insurance programs provide cost-effective personal insurance products and services to WEAC members and their families. Through these programs, members receive education and unbiased advice about managing their risks and protecting their personal assets.
Customer service and more
Get a quote
Call us at 1-800-279-4010 or get a quote online at weabenefits.com.
Retirement and Investment Services
Member Benefits provides financial counseling to help members develop investment and retirement plans to meet their needs for today and tomorrow. Members can save for their future with our tax-sheltered annuity (TSA) and IRA programs.
Two ways to save
The WEA
TSA Trust is nationally recognized by Forbes Magazine and the LA Times as a low-cost, soundly managed program. Members can contribute money on a pre-tax and/or after-tax (Roth) basis (starting with as little as $200 per year.
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"When I started teaching, a colleague gave me some advice: ‘Start saving for retirement with WEA Trust.’ I took her advice seriously and opened a Trust TSA account. "It's only been a couple of years, but my account continues to grow and I don't miss the amount taken out through payroll deduction. It's a bit strange to be planning for retirement, because it's a long way off, but it gives me a sense of security knowing that I'm on the right track. Just as important is that my account is with an organization I can trust." Jill Goeltz, |
The WEAC IRA program is another way to save. Both Roth and Traditional IRAs are available.
Saving made easy
- Talk to a live person when you call.
- One low annual administrative fee.
-Choose from 20 mutual funds - including one-decision investing with target retirement funds - and a guaranteed investment.
- No commissioned sales people.
- No surrender fees.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, and charges and expenses carefully before investing.
TSA program securities offered through WEA Investment Services, Inc., member NASD. The Trustee for WEAC IRA Mutual Fund Accounts is First Business Trust & Investment Services.
The WEA Credit Union is a not-for-profit cooperative that offers a broad array of financial services to its members. These services include basic savings, share draft checking, club accounts, money market, IRAs, certificates of deposit, personal loans, auto loans, mortgage loans, overdraft protection, credit cards and debit cards. Free notary service is also provided. Members can deposit money into their credit union share savings accounts in person, through the mail, by payroll deduction, direct deposit, ATM or shared service center branch. No matter where members live they have access to their funds. WEA Credit Union also has an easy-to-navigate Web site that allows members to check on balances, transfer funds, or even apply for a loan. The WEA Credit Union is run by a volunteer Board of Directors elected by the members. Each credit union member is a part-owner of the credit union. Any WEAC member may join the credit union by depositing at least $25 into a credit union share savings account.
All Credit Union accounts are insured to at least $100,000 by the NCUA, a U.S. government agency. You can visit the credit union's Web site at www.weacu.com or call 800-457-1142.
WEAC employs a professional certified financial planner to conduct free financial planning seminars throughout the state. The seminar schedule is published monthly in OnWEAC In Print and OnWEAC at www.weac.org. In addition, WEAC members may schedule no-cost individual financial planning appointments.
For an appointment, call (608) 276-7711 or 800-362-8034, extension 253
One of the advantages of having a CFP on staff is that the only commitment is to serve the interests of members. This is in contrast to other planners, whose advice often points clients in the direction of the investment products they sell.
The Attorney Referral Program is a WEAC/NEA program that provides members, spouses and dependents with top-quality legal advice on personal matters at a discount price.
WEAC has identified attorneys throughout the state who have agreed to participate in this program.
For more information or for a brochure and listing of participating attorneys, contact the WEAC Office of General Counsel at 800-362-8034, extension 246 or, in the Madison area, (608) 276-7711. Members may also contact their UniServ office.
Use the OnWEAC Savers' Club to access money-saving specials and exclusive discounts on everything from hotel rooms to restaurants to vacation packages and retail stores. Learn about current discounts by going to the Members Only section of OnWEAC at www.weac.org. Members receive OnWEAC Savers' Club cards annually in the fall.
Discount tickets are available for popular Wisconsin attractions such as Noah's Ark Water Park and American Players Theatre. Information available at www.weacm.org.
For OnWEAC Savers' Club questions, contact WEAC Member Benefits at 800-362-8034, extension 253, or via e-mail at buchholzd@weac.org.
The NEA guarantees members the lowest prices on more than 1,000 titles, with no obligation to buy anything at any time. To order, call 800-968-7624, or visit the NEA Member Benefits Web site.
NEA Car Rental allows members to enjoy free unlimited mileage at most locations and special year-round savings from Hertz or Alamo through the NEA Car Rental Program. To obtain an identification number and card, call NEA Member Benefits at 800-637-4636 or visit www.neamb.com/discount.
NEA Cellular offers top names in wireless phones plus calling plans from leading carriers for NEA members and their families. Visit the NEA Member Benefits Web site at www.neamb.com/discount.
Save an additional 5% on products purchased online through the NEA Bookstore and Barnes & Noble at www.neamb.com/discount.
Obtain an additional 10% discount off Classroom Direct's already low warehouse prices and receive free shipping on any order through www.neamb.com/discount.
Save on popular trips - over 120 tours, family cruises and weekend getaways. Visit the NEA Member Benefits Web site for more information at www.neamb.com/discount.
Member education guides are available online at www.neamb.com.
View Life Cycle Consumer Guides online at www.neamb.com.
Liability insurance
Association Liability Insurance covers officers and employees
of NEA state and local affiliates for certain claims and suits arising
out of their association-related activities. There is no additional
fee to members. For more information, contact the WEAC Office of General
Counsel at (608) 276-7711 or 800-362-8034, extension 246.
Educators' Employment Liability Program protects members who are sued or charged criminally for actions arising out of their job. In civil actions, members are guaranteed a cost-free legal defense as well as up to $1 million of insurance protection for any damage awards or settlements. In criminal cases, members are reimbursed for attorney’s fees and other legal costs up to $35,000 if the member is falsely accused of violating a criminal statute. For more detailed information contact the WEAC Office of General Counsel at 608-276-7711 or 800-362-8034, extension 248.
Visit the NEA Benefits Web site at www.neamb.com for additional information on the following NEA benefits:
NEA Group Term Life Insurance Plan
NEA Level Premium Term Life Insurance Plan
NEA Preferred Term Life Insurance Plan
For more information on term life insurance plans, contact NEA Member Benefits at 800-637-4636.
NEA Dues-Tab is no-cost life insurance for all members that provides up to $1,000 of life insurance and $5,000 of accidental death and dismemberment coverage; up to $50,000 in accidental death and dismemberment insurance and a $150,000 benefit for death due to homicide while actively engaged in their occupation. This is a guaranteed benefit, but members must register a beneficiary to make the benefit active. For additional information or to register your beneficiary, call 800-637-4636.
Additional insurance programs available include:
For information, call 800-637-4636.
NEA Credit Card Program provides superior benefits exclusive to NEA members with the NEA Platinum Plus MasterCard, NEA Rewards American Express Card, or the NEA School Days MasterCard. Benefits include no annual fee, low introductory rates, travel benefits, and competitive interest rates. For more information, or to apply, call 800-847-7378.
NEA Line of Credit allows access to a credit line between $500 and $25,000 using personalized checks. For more information, call 800-637-4636.
Savings, Deposit, and Investment Programs
NEA-sponsored FDIC-Insured Money Market Account offers superior yields and easy access to funds with a minimum deposit of only $500. The account has complete liquidity with no penalty for early withdrawal. For further information, call 800-345-0397.
NEA-sponsored CD features FDIC safety, consistently high rates, guaranteed returns and flexible terms from three to 120 months with a minimum deposit of only $1,000. Contact NEA Member Benefits at 800-637-4636.
NEA National Board Certification Loan is a low-cost line of credit designed to cover the assessment fee for National Board certification. For more information or to apply, call 800-545-4094.
NEA Home Financing Program
NEA Personal Loans
Call 800-637-4636 for more information.
Health and Disability Insurance Programs
NEA MemberCare In-Hospital Plan
NEA MemberCare Medicare Supplemental Program
NEA Income Protection Plan
NEA MemberCare Critical Illness Program
For more information on loan and health and disability insurance programs, contact NEA Member Benefits at 800-637-4636.
Updated August 18, 2008