Educators Financial Services provides the ESI-sponsored financial and retirement planning program for members. Licensed advisors work with members and provide professional financial planning advice and services. 

Through EFS, you can choose from a variety of fixed and variable 403(b)/tax-deferred annuity and 403(b)(7) mutual fund products as a way to shelter money for your retirement. All TDA products are carefully selected and monitored by EFS and ESI.

Services provided by EFS

• Voluntary and match TDA/403(b)/403(b)(7) programs
• Retirement planning with a retirement analysis
• IRAs, life insurance, educational funding
• Pension review - TRA, PERA, St. Paul or Duluth

Workshop opportunities

• Pension Options/Considerations & Investment Strategies
• Financial Concerns of Women Educators
• 403(b) Match Design
• Investment Alternatives
• Preretirement Planning
• Financial Planning 101
• Equity Investments
• Roth, Traditional, Educational and Non-Qualified IRAs

Other services

• Retirement analysis
• Educational funding
• Asset management and fee-based planning
• Life insurance

For more information on EFS' services and group seminars:

• Call EFS at 877-403-2374 or 763-689-9023 and identify yourself as an Education Minnesota member
• Visit the EFS Web site.
• Find the ESI financial advisor nearest you.