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Who is TruStage™?

Our story

With deep roots in the credit union industry, TruStage has been a steady force in insurance and financial planning for generations.

We craft innovative, easy-to-understand annuity products and support a strong network of financial professionals. And together, we’ve helped countless risk-averse investors overcome their fears of losing the retirement savings they worked so hard for.

Headquartered in Madison, Wisconsin, our expansive nationwide team eagerly serves financial professionals and investors with innovative annuity products and a superb level of service.

We help more people retire… with greater security and confidence

Our suite of innovative annuity products and services are designed to help investors reach their unique, individual retirement goals:

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Highly rated, highly regarded

Independent rating organizations demonstrate TruStage’s financial strength and commitment to the long-term success and financial well-being of our customers.

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A strong history. A brighter future

 

2024
Forbes has recognized TruStage as one of the Best Insurance Companies in
America for 2024
2023
Barron’s recognized several TruStage™ products in the “Top 100 Best Annuities” feature for 2023 for the fifth consecutive year10
2023
Rebranded to TruStage™
2022
Five annuities featured in 12 categories out of 100 in Barron’s “The Best Annuities for Income and Growth”9
2021
Behavioral Finance Advice program earned a 2021 Luminaries Award from ThinkAdvisor8
2021
Four annuities featured in 10 categories out of 100 in Barron’s Top 100 Annuities7
2020
Four annuities featured in 19 categories out of 100 listed in Barron’s Top 100 Annuities6
2019
Two annuities featured in three categories out of 100 in Barron’s Top 100 Annuities5
2017
Named one of the fastest-growing annuity companies in the U.S. by LIMRA International4
2010
Celebrated our 75th anniversary
2009
Acquired CPI Qualified Plan Consultants, Inc., Great Bend, Kansas
1973
Insurance in force passed the $20 billion mark3
1962
Established International Department, serving 26 countries
1960
Reached $5 billion in coverage, the first insurance company to do so in its first 25 years3
1942
Ranked 121st among life insurance companies measured by total coverage in force3
1935
CUNA Mutual Insurance Society incorporated in Madison, Wisconsin

 

Want to learn more about TruStage™?

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