Our history provides for your future.
1989
• ESI initiates financial services program for members through Educators Financial Assurance (EFA)
• Providing members with a 403(b) fixed interest product
• 6 financial services representatives
• 93 member participants
1990 - 1991
• Added equity product and enhanced life insurance options
• 10 financial services representatives
• 1,500 member participants
1992 - 1993
•
Initiated 403(b) matching funds program
• Added 403(b) variable investment match product
• 18 financial services representatives
• 2,700 member participants
1994 - 1998
• Expanded member investment choices (9 fixed / 66 variable)
• 24 financial services representatives
• 9,000 member participants
1999 - 2002
•
EFA transition to Minnesota-based corporation - Educators
Financial Services, Inc. (EFS), Registered Investment Advisor
•
Added asset management & fee-based planning
•
Expanded services to Iowa, North Dakota, and South Dakota
• 30 financial services representatives
• 13,000 member participants
2003 - Present
•
Addition of Educators Tax Service
• Educators Benefit Consultants acquires Legal Systems
• Office moved to 440 Emerson St. N. Suite 2, Cambridge, MN
• 20,000 member participants
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