TITruStage Financial Group, Inc. logo

TruStage Financial Group, Inc. Unclaimed

insurance

www.trustage.com

Madison, Wisconsin, United States

TruStage partners with credit unions to provide insurance and retirement solutions for individuals and organizations.

TruStage Financial Group, Inc. operates TruStage, a financial services organization delivering insurance, retirement, and related financial solutions to individuals, credit unions, and business partners. The company emphasizes an open-architecture platform and a broad portfolio of protection and retirement products, coupled with guidance and fiduciary support for financial professionals. TruStage focuses on helping people achieve financial security through accessible, compliant resources, education, and customer service, while collaborating with credit unions and other partners to serve diverse communities.

Mutual missions. Shared goals. Together, we can help all Americans work towards a better retirement on their terms.

What we offer

Life Insurance

Offers flexible life insurance coverage options tailored to individual needs.

www.trustage.com/life-insurance

Accidental Death & Dismemberment Insurance

Provides financial protection in case of accidental death or dismemberment.

www.trustage.com/add-insurance

Auto Insurance

Get reliable auto insurance that safeguards you and your vehicle from unforeseen events.

www.trustage.com/auto-insurance

Property Insurance

Comprehensive coverage options protecting home, renters, and condo assets.

www.trustage.com/property-insurance

Funeral Insurance

Provides peace of mind through financial protection for funeral expenses.

www.trustage.com/prepaid-funeral-plans

Annuities

Provides secure financial growth and guaranteed income options for retirement planning.

www.trustage.com/annuities

Business Protection Solutions

Comprehensive protection solutions tailored for businesses to ensure their safety and continuity.

www.trustage.com/business-solutions/business-protection

Lending Protection Solutions

Comprehensive protection options that enhance borrower security and lender profitability.

www.trustage.com/business-solutions/lending

Consumer Insurance Solutions

Comprehensive coverage for life's uncertainties with tailored consumer insurance solutions.

www.trustage.com/business-solutions/consumer-insurance

Compliance Solutions

Helps businesses meet regulatory and fiduciary standards efficiently.

www.trustage.com/business-solutions/compliance-solutions

Workplace Solutions

Provides comprehensive financial solutions to enhance employee retirement security.

www.trustage.com/business-solutions/workplace-solutions

Market segments

Individual life insurance

Life and death benefit products that provide individual term, whole, guaranteed acceptance, accidental death and final expense coverage for consumers.

Retirement income and pension services

Products and fiduciary services that provide guaranteed or stable retirement income, annuities, pension risk transfer, and employer retirement plan support.

Personal property and auto insurance

Personal lines property and casualty coverage for homeowners, renters, condo owners and private passenger vehicles with claims support and online policy management.

Commercial and specialty insurance

Business-focused coverages protecting commercial assets and operations, including liability, property, cyber, fidelity, and workers' compensation.

Lending and credit protection

Credit and payment protection products integrated with lending workflows, including credit insurance, GAP, payment guard, private mortgage insurance and lender support services.

More information about our offering

Life Insurance

Life insurance offerings from TruStage include term life, whole life, and guaranteed acceptance whole life, providing flexible coverage options to meet protection needs.

  • Offers Guaranteed Acceptance
    This feature ensures that applicants can obtain whole life insurance without medical underwriting, providing assurance of coverage regardless of health status.
  • Lifetime Coverage Guarantee
    Offers lifelong insurance protection with fixed premiums and a cash value component that grows over time, providing stability and security.
  • Provides Flexible Term Options
    Allows customers to choose the term length and provides significant coverage at lower premiums, ideal for temporary financial protection.
  • Customizable Coverage Plans
    Allows policyholders to select coverage amounts and terms that best meet their personal and family financial needs.
  • Assistance Throughout Claims
    Provides customers with easy access to support services during the claims process, simplifying the procedure at challenging times.

Accidental Death & Dismemberment Insurance

Accidental Death & Dismemberment (AD&D) insurance provides financial protection for unexpected accidental deaths and dismemberment, ensuring peace of mind for you and your family.

  • Protects Against Accidental Loss
    The AD&D insurance ensures that beneficiaries receive a lump-sum payout in the event of your accidental death or if you suffer a covered dismemberment.
  • Fast Access To Benefits
    Ensure your loved ones receive financial support quickly with streamlined claims processing tailored for ease of access during difficult times.
  • Customize Your Coverage
    AD&D insurance offers flexibility to select a coverage amount that fits your personal or family financial situation, providing tailored financial security.
  • Cost-Effective Protection
    The cost of AD&D insurance is typically lower than other insurance products, making it an affordable option to ensure you and your family's financial well-being.

Auto Insurance

Comprehensive auto insurance coverage offering protection for drivers and their vehicles, ensuring peace of mind on the road.

  • Choose Your Coverage
    Select from a range of coverage options to ensure you have the right protection tailored to your driving habits and needs.
  • File Claims Easily
    Experience a streamlined claims process with step-by-step guidance to handle any incident effectively and quickly.
  • Save with Discounts
    Benefit from discounts that help reduce your premiums, making auto insurance more affordable.
  • 24/7 Customer Support
    Access round-the-clock customer service for assistance with your policy and any questions you may have.
  • Manage Your Policy Online
    Easily manage your policy, make payments, and file claims through our online platform.

Property Insurance

TruStage Property Insurance offers comprehensive coverage options, including home, renters, and condo insurance, tailored to protect your valuable assets and provide peace of mind against unforeseen events.

  • Safeguard Your Home
    Home insurance protects your dwelling and personal belongings against a wide array of risks, ensuring you're prepared for unexpected damages or losses.
  • Secure Your Rental Property
    Renters insurance covers your personal property within a rental unit against incidents like theft, fire, or certain damages, providing essential protection for your belongings.
  • Simplify Your Claims Process
    TruStage provides a streamlined claims process, ensuring you receive prompt assistance and support whenever you need to file a claim.
  • Protect Your Condo Investment
    Condo insurance covers the interior of your unit, personal belongings, and provides personal liability coverage in case you face legal issues.
  • Tailor Your Coverage
    Choose from a variety of policy options and add-ons to customize your property insurance coverage, ensuring it meets your specific needs.

Funeral Insurance

Funeral insurance offering prepaid funeral planning, final expense coverage, and related claims processes for individuals needing financial protection against funeral expenses.

  • Allows Personalized Planning
    Empowers individuals to specify arrangements while providing a financial safety net, easing the burden on family members during difficult times.
  • Simplifies Claims Processing
    Streamlines the process of filing claims related to funeral expenses, ensuring that your loved ones can access funds easily when needed.

Annuities

TruStage offers a variety of annuity products designed to meet diverse financial needs, including fixed annuities and income options tailored for guaranteed lifetime income or steady cash flow in retirement.

  • Offers Guaranteed Stream Of Income
    This annuity allows clients to convert a lump sum into a targeted income stream, either for a set period or for a lifetime, supporting effective retirement strategy.
  • Ensures Guaranteed Lifetime Income
    Clients enjoy a personalized plan focusing on guaranteed lifetime income using two distinct income growth tracks.
  • Provides Guaranteed Interest Rate
    This product ensures clients receive a guaranteed interest rate for three, five, or seven years, allowing for predictable growth with minimal risk.
  • Delivers Instant Income
    This annuity provides clients a way to receive income almost immediately after making a one-time premium payment.
  • Limits Market Losses
    Zone Income Annuity helps clients manage market risks while providing protected lifetime income.
  • Personalizes Plans For Growth
    Clients can tailor their annuity plan with distinct income growth tracks, balancing potential growth with security.
  • Offers Versatile Investment Strategy
    Helps investors fuel their financial future with flexible contributions and benefits.

Business Protection Solutions

Business protection solutions suite offering protections including auto collateral, cybersecurity, fidelity bonds, liability protection, and workers' compensation.

  • Safeguard Against Cyber Threats
    Defend your business from evolving cyber threats to protect sensitive data and maintain trust.
  • Ensure Employee Safety
    Protect your workforce and your business from the costs associated with workplace injuries.
  • Insure Business Vehicles
    Comprehensive coverage for vehicles operated in the course of business activities.
  • Cover Business Liabilities
    Protect your business from claims resulting from injuries or damages occurring on your property.
  • Protect Auto Collateral
    Ensure that your business assets tied to vehicles are safeguarded from unexpected losses.
  • Protect Management Decisions
    Shield your organization from financial losses due to management errors or omissions.
  • Cover Employee Fraud
    Safeguard your finances against losses arising from dishonest acts of employees.
  • Protect Real Estate Assets
    Ensure financial security for properties used as collateral in business dealings.
  • Insure Against Plastic Fraud
    Minimize losses related to compromised plastic cards used in business transactions.

Lending Protection Solutions

Lending protection solutions suite including credit insurance, debt protection, guaranteed asset protection (GAP), and comprehensive payment protection options for lenders.

  • Covers Payments During Hardship
    Provides financial security to borrowers and reduces default rates for lenders through comprehensive coverage.
  • Protects Against Borrower Default
    Coverage for lenders that ensures payments are made even if borrowers face job loss or disability.
  • Safeguards Borrower Payments
    Debt protection options help borrowers maintain their financial commitments during unexpected events.
  • Enhanced Protection Benefits
    Includes flexible options and terms that benefit both lenders and borrowers alike.
  • Bridges Coverage Gaps
    Ensures that borrowers are not financially burdened in case of total loss of the insured vehicle.
  • Dedicated Support for Lenders
    Provides essential guidance and support to lenders to enhance service quality.
  • Integrates With Loan Processes
    Makes it easy for lenders to adopt and offer payment protection options within their lending solutions.
  • Covers Vehicle Repairs
    Ensures that borrowers are not burdened by unexpected repair costs, maintaining loan viability.
  • Protects Lenders on Mortgages
    Helps manage risk for lenders that provide loans with lower down payments.

Consumer Insurance Solutions

Consumer insurance solutions including accidental death & dismemberment, auto and home insurance, and life insurance.

  • Ensures Financial Security For Loved Ones
    Provides critical financial support to family members in the event of the policyholder's death, helping them maintain their quality of life.
  • Covers Property And Liability
    Offers essential protection for your vehicle and home, safeguarding your assets from unforeseen events.
  • Protects Against Accidental Loss
    Provides financial support and peace of mind in case of accidental injury or death.

Compliance Solutions

Compliance-focused solutions to support regulatory and fiduciary requirements.

  • Navigate Regulations Successfully
    Our solutions ensure that your business is fully compliant with local, state, and federal regulations, minimizing legal risks and enhancing operational integrity.
  • Manage Fiduciary Duties Effectively
    These tools help you uphold fiduciary standards, ensuring that client interests are prioritized and legal obligations are met.
  • Maintain Clear Compliance Records
    Easily generate and store reports that document compliance steps, safeguarding your organization from potential audits.
  • Educate Continuous Compliance
    Stay updated with the latest compliance regulations through educational resources and training sessions designed to improve staff competency.

Workplace Solutions

Workplace solutions including retirement, executive benefits, and pension risk transfer.

  • Helps Employees Achieve Financial Security
    Customizable retirement plans assist employees in planning for a secure financial future.
  • Attracts and Retains Top Talent
    Personalized executive benefit plans support strategic succession and leadership continuity.
  • Reduces Financial Risk
    Shifts liability management to stabilize company pension offerings and alleviate concerns.

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