Creating meaningful change in the communities we serve

TruStage employees organize food items to be donated to those in need.

We strive to make a difference each and every day, empowering one another to achieve remarkable things together to create positive change.

Where purpose meets community

In 2025, TruStage® employees demonstrated what "people helping people" truly means: giving time, talent and care to strengthen the communities where we live and work.

Collective impact through commitment and service

Together, we mobilized across locations and teams to meet real needs — packing snacks for students, stocking food pantries and supporting essentials that help families thrive. Our culture of caring shines in the numbers and in the stories behind them: nearly 550 employees joined in, raising $650,000 to amplify impact.

Values that extend beyond the workplace

This is purpose beyond the business, pairing philanthropy with volunteerism, investing for today while focusing on long‑term outcomes and continuing to ask how we can do more for the people and places we're part of. Every donation, every hour and every act of kindness matters, and together we're creating brighter financial futures.

TruStage employees gather around a table as they pack snacks for students.

Creating meaningful change in the communities we serve

Through our time, talent and resources, we are committed to strengthening and uplifting the communities around us.
This year, we continued to advance our efforts to make a lasting impact:

A man points at a wall displaying research as he stands in front of other financial professionals.

Turning insights into action for financial confidence

Middle‑market Americans often feel confident about their finances yet face real pressures — from inflation to preparedness gaps. TruStage surfaces these realities to help our partners turn data into guidance that supports members at key life moments.

Translating research into impact

We use findings from research, customer behavior analytics and direct customer feedback to continuously improve customers experiences and make insurance and financial serves more accessible.

Grounded in people's lived experience

Insights highlight groups feeling disproportionate strain, especially women and younger consumers, and the toll financial stress can take on wellbeing. By listening and partnering with credit unions, TruStage helps translate research into practical steps members can take today and over the long term.