Brighter financial futures, built together
We're guided by the principles that have shaped us from the start — helping people build confidence in their financial decisions at every stage of life.
A message from President & CEO Terrance Williams
Dear partners and stakeholders,
2025 marked a year of reflection and celebration as we honored our 90 year anniversary. That milestone speaks to the enduring strength of our mission and the trust placed in us by millions of customers and thousands of partners. The "people helping people" principle that has anchored us since 1935 remains our compass for the path forward.
Read moreOur impact, measured in results
Our strong financial position reflects disciplined management, a long-term focus and the ability to respond and invest as needs evolve.
90+ years
of experience creating access to financial services
$60M+
invested in our communities since 1967
$160M
invested in the credit union movement over the past five years — $32M of that in 2025 alone
93%
of credit unions choose to partner with us
$2.6B
benefits paid
3.6M
customer interactions
$36.1B
assets under management
42M
consumer relationships protected¹
People helping people
We act with integrity every day, focusing on what matters most so we can make a meaningful difference in the communities where we live and work.
- During an unprecedented time of food insecurity in our local communities, we joined local food banks to feed families and invested in initiatives that strengthen food access, demonstrating our commitment to people helping people.
- We partnered with nonprofit and community organizations to expand access to resources, mentorship and services strengthening financial well-being and economic mobility in our communities.
- We mobilized employees to give back through local and national service initiatives, contributing time and talent to causes that matter — from mentorship and education to community giving and outreach.
Company highlights
Selected stories reflect how our people, insights and partnerships translate our purpose into meaningful impact.
A nearly century-long legacy of partnering with credit unions to protect people, earn trust and deliver value in a changing financial landscape.
TruStage® is embedding protection into digital lending experiences, helping credit unions and other lenders serve borrowers with greater ease, speed and confidence.
Independent industry recognition noting our credibility, scale and commitment to delivering meaningful outcomes for those we serve.
Excellence rooted in our values
Our values are more than words — they drive outcomes that others notice.
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Corporate Equality Index
Disability Index
Forbes America's Best Insurance Companies 2026²
Executive Leadership Team
Standing:
Pat Lawicki, Chief Information Officer
Jon Winderman, Chief Financial Officer
Terrance Williams, President & CEO
Kirby Wenger, Chief of Staff
Chris Copeland, Chief Business Officer
Greg Holman, Chief Administrative Officer
Sitting:
Paul Barbato, Chief Legal OfficerLinda Nedelcoff, Chief Strategy & Human Resources Officer
Amy Cameron, Chief Investment Officer
Tammy Schultz, Chief Sales & Marketing Officer
Explore the annual report
Download consolidated financial statements
Leadership vision and direction
Our CEO shares perspective on where we're headed, what's guiding our decisions and how we're positioning TruStage for the future.
A snapshot of our financial strength
A view of our financial performance, stability and ratings that support confidence in our long-term outlook.
Community impact in action
How we live our values by showing up with communities where we live and work through service, investment and shared commitment.
Stories of progress and innovation
A closer look at how our team is making a difference and honoring the promises we make.