TruStage Financial Group Inc - Company Profile
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TruStage Financial Group Inc (TruStage), formerly CUNA Mutual Holding Co is a mutual insurance holding company. The company, through its subsidiaries, offers commercial and personal insurance products, retirement plans, lending, and payment security solutions, and investment and marketing services to credit unions and their members. Its product and service portfolio includes fidelity bonds, business auto policy, collateral protection policy, workers' compensation policy, management, and professional liability policy, cyber solutions, plastic card solutions, and property and business liability insurance. It also offers annuities, pension plans, employee benefit plans, accidental death and dismemberment plans, auto and home insurance, and health and life insurance. Furthermore, it offers loanliner compliance solutions, investment advisory services, and loan marketing services. The company has operations in Dominican Republic, Jamaica, Puerto Rico, Trinidad/Tobago, and the US. TruStage is headquartered in Madison, Wisconsin, the US.
Headquarters
United States of America
Address
5910 Mineral Point Road, Madison, Wisconsin, 53705
Website
www.trustage.com/
Telephone
1 800 3562644
Industry
Financial Services
Revenue (2024)
$5.6B
TruStage Financial Group Inc premium industry data and analytics
Products and Services
| Products | Services | Brands |
|---|---|---|
| Credit Union Protection: | CUNA Mutual Fiduciary Consultants | TruStage |
| Fidelity Bonds | CUNA Brokerage Services | CUNA Mutual Group |
| Business Auto Policy | Lending Support Services | AdvantEdge Digital |
| XYZ | XYZ | XYZ |
| XYZ | XYZ | XYZ |
| XYZ | XYZ | XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2025 | Divestiture | In October, the company sold the Digital Storefront business to Demopolis Equity Partners, a technology-focused, growth-oriented investment firm. |
| 2025 | New Products/Services | In June, the company launched the TruStage ZoneChoice Advantage Annuity, a registered index-linked annuity featuring innovative crediting strategies designed to provide positive returns in down markets, while also expanding eligibility for inherited IRAs to enhance estate planning. |
| 2023 | Contracts/Agreements | In April, the company signed an agreement to provide BCU and BCU Wealth Advisors. |
Competitor Comparison
| Key Parameters | TruStage Financial Group Inc | Liberty Mutual Holding Company Inc | The Penn Mutual Life Insurance Company | Great American Financial Resources, Inc. | Hartford Life and Accident Insurance Company |
|---|---|---|---|---|---|
| Headquarters | United States of America | United States of America | United States of America | United States of America | United States of America |
| City | Madison | Boston | Philadelphia | Cincinnati | Simsbury |
| State/Province | Wisconsin | Massachusetts | Pennsylvania | Ohio | Connecticut |
| No. of Employees | - | 40,000 | 1,100 | - | - |
| Entity Type | Private | Private | Private | Private | Private |
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Michael G. Valentine | Chairman | Executive Board | - | - |
| Janet V. Whitehouse | Vice Chairman | Executive Board | - | - |
| Terrence Williams | Director; Chief Executive Officer; President | Executive Board | - | - |
| Jacqueline S. Shoback | Director | Executive Board | 2017 | - |
| Jon Winderman | Chief Financial Officer; Executive Vice President | Senior Management | 2025 | - |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
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