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History

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
           • Educators Benefit Consultants acquires Legal Systems 
                    -  EBC now offers full 403(b) Section 125, Flex Spending Accounts, HRA & TPA
           • Office moved to 440 Emerson St. N. Suite 2, Cambridge, MN 
           • 20,000 member participants
           •  EFS applies for registration to organize their own broker/dealer.  Advanced Advisor Group (AAG) successfully completes               broker/dealer registration with FINRA.
           • Educators Lifetime Solutions (ELS) acquired