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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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Guaranteed income

A sure, steady source of income that can start now or down the road adds a measure of retirement security and a solid foundation for planning.

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A lasting legacy

Clients can choose to leave something for heirs in the way that works best for them and their beneficiaries.

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Growth potential

Risk-controlled growth helps clients build their nest egg through market ups and downs without having to worry about catastrophic losses.

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Enabling confident financial decisions

Our strength, stability, integrity and personalized support help individuals and families build a more confident financial future.

  • 4,200 employees at our corporate headquarters in Madison, Wisconsin, and others nationwide.
  • 85+ years of financial stability.
  • 14 spots out of 100 in Barron's 100 Best Annuities10.
  • 6 time recipient of the World's Most Ethical Company® award2.
  • 5B TruStage is financially independent with $5 billion in revenue.
  • 1 focused commitment to annuity products that are easy to understand, easy to explain and easy to sell.

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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Excellent — A.M. Best Company
Third-highest rating of 16 Affirmed December 2022

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Moody's Investor Service
Sixth-highest rating of 21 Affirmed March 2021

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Standard & Poor's Ratings Service
Fifth-highest rating of 21 Affirmed September 2022

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As of December 31, 2022, financial records of CMFG Life Insurance Company's parent, CUNA Mutual Holding Company, indicated $41.3 billion in assets, $39.3 billion in liabilities and $2.0 billion in policyholder surplus.

A.M. Best Company, Moody’s Investors Service and S&P Global are credit rating organizations serving the insurance and other financial services industries. Ratings reflect the opinion of the relative financial strength and operating performance of the company. These ratings are subject to change. Investors should monitor ratings and financial strength of CMFG Life Insurance Company and MEMBERS Life Insurance Company while they hold a contract.

A strong history. A brighter future

 

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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Thanks for your interest in getting appointed with TruStage™. Our process for getting appointed is simple — just 3 easy steps.

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Start here

Rethink diversification and add risk control options for clients.
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Code of conduct

Download our guide to business practices and values.
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State training

Ensure full compliance when selling annuities to residents of all U.S. states.
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