90 years of trust, partnership, and impact at TruStage

A financial professional shakes hands with a husband and wife while standing on a sidewalk.

Our purpose and passion shine when we are called to honor our commitments.

90 years of trust, partnership and impact

Born out of the credit union movement, TruStage® has partnered with credit unions for nearly a century to help protect millions of consumers, earning trust through consistency, purpose and performance. Today, our organization protects 42 million consumer relationships, reflecting the scale and strength of our connection to the people we serve.

Enduring relevance in a changing world

While the financial landscape continues to evolve, our commitment remains unchanged. We're people dedicated to helping others achieve brighter financial futures. From insurance and lending protection to annuities, wealth and workplace solutions, we focus on access, simplicity and member‑centric outcomes, meeting needs at key life moments with clarity and care.

A foundation for the future

Our 90‑year milestone was both a celebration and a signal. Rooted in values that have guided us since 1935 — and motivated by the needs of middle-market consumers — we invest for long‑term impact, strengthening communities, advancing inclusion and supporting the credit union system that powers financial opportunity for all.

Three employees meet while attending the TruStage 90th Anniversary Celebration.

Established in 1967, the TruStage Foundation has contributed more than $60M to strengthen our communities.

Two women sit at a kitchen table and look at a laptop to review a financial offering from their credit union.

Protecting what people depend on

In 2025, TruStage modernized lending protection by integrating real-time, simplified solutions directly into the digital lending experience — making protection easier for borrowers to understand and easier for lenders to deliver.

Embedding protection at the point of loan origination helps credit unions provide faster, more intuitive experiences for their members. Protection becomes a seamless part of the journey, not an afterthought.

Turning technology into trust

TruStage brings together technology, insight and purpose to deliver smarter solutions that build confidence and strengthen the trust consumers put in our services. Our digital‑first approach reflects our commitment to meeting members where they are — online, in real time and with clarity. Technology is the catalyst; trust is the foundation and outcome.

Our approach delivers:

Real-time protection integrated into digital lending
Simplified experiences for borrowers and credit unions
Technology-driven solutions that build trust and confidence

Proven solutions backed by independent recognition

TruStage has once again earned a place on Barron's 100 Best Annuities list¹ — marking our seventh consecutive year of recognition. This consistency reflects the strength of our annuity solutions and the value they bring to customers planning for financial security.

Consistency that builds confidence

In a marketplace that can feel complex and uncertain, TruStage stands out for its disciplined, reliable approach to delivering competitive solutions. Year after year, we deliver competitive solutions that help customers protect what matters most. That steady performance reinforces trust among partners and consumers alike.

Trust reinforced through results

Independent validation matters. Recognition from Barron's affirms TruStage as a trusted provider in the financial services industry and signals to customers, employees and the wider community that we continue to deliver quality, reliability and performance.

For those planning for retirement or seeking ways to safeguard their financial future, this recognition offers reassurance: TruStage is a name you can trust. Through strong products and a customer‑first mindset, we help build financial confidence — one solution, one interaction, one milestone at a time.

A woman sits on her front porch and gives out candy to two children on Halloween.

Momentum that protects more families

The TruStage life insurance business continues to build real momentum — measured not just in policies, but in people protected. We issued 224,537 life insurance policies in 2025 from January through the end of September.² Each one represents a family with greater confidence and security for the future.

Progress powered by collaboration

Teams work together to simplify decisions, speed outcomes and deliver the value and stability our customers need. This shared commitment is moving us forward in a competitive market — where we rank #4 in total life insurance policies issued and closing in on the #3 position.²

Why momentum matters

More families covered. More communities supported. We're building towards a more equitable financial system that brings a brighter financial future within reach for everyone. That's the impact TruStage is creating — today and for the long term.

We're proud of this momentum and focused on what's next: removing barriers, scaling reliable solutions, and advancing our purpose of making financial security more accessible. Our progress means more people feel prepared — and that's a win that goes far beyond any ranking.