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Financial wellness and planning for the future

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Financial wellness

We aim to seek partners and create programs that provide peace of mind and ease day-to-day financial obligations.

KinderCare

A new Education Minnesota ESI partner offering a 10% discount on its childcare services.

Tradition Mortgage

Down payment assistance, first-time home buyer program and discounted rates on mortgage and refinance specifics for educators. This benefit applies to members, spouses and their children.

Identity theft insurance

Longtime partner Securis ID offers a no-cost identity theft recovery plan for all active members. This plan is paid for by Education Minnesota ESI. Upgrade to family coverage for as little as $3/month.

Expedition Credit Union

This ESI partner offers everything you need to manage your money: Savings, free rewards checking and digital banking services plus professional development, scholarships, grants and free classroom resources.

Degrees Not Debt

Get help on student loan repayment programs and loan forgiveness options through our Degrees Not Debt program.

AFT Fight for Affordability

Videos and resources to help union members navigate and fight complex issues like medical debt, credit reporting and other topics.


Planning for the future

We want you to feel prepared and have trusted guidance and resources as you think about life in retirement. Several of our partners are here to support you in that goal.  

EFS Financial Advisors

An ESI partner with more than 40 financial advisors statewide who are well-versed in educator pensions and 403b plans. We partner with EFS advisors to offer “When Can I Afford to Retire?” sessions to our members. Find upcoming sessions on the Education Minnesota events calendar.

Lifespark

Free elder care concierge that includes finding best-fit, reliable resources and assistance with short- or long-term care and wellness support.

Schatz Benefits

An ESI partner that helps members navigate health insurance options — especially as you are entering retirement. Schatz has specific plans for Education Minnesota members as a trusted partner for more than 15 years.

Educators Lifetime Solutions

Explore what your options might be if you’re thinking about long-term care insurance.

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