Thanks to everyone who attended November’s events! We enjoyed seeing all of you and we can’t wait to see you again soon.
关于我们
We design products that help make investors feel optimistic about their financial futures. Our forward-thinking solutions meet them where they are and where they want to go. We offer solutions through financial professionals nationwide and develop options that are designed to avoid complexity and create a clear path to a confident retirement. Formerly, CUNA Mutual Group, TruStage? is a financially strong insurance, investment and technology provider, built on the philosophy of people helping people. We believe a brighter financial future should be accessible to everyone, and our products and solutions help people confidently make financial decisions that work for them at every stage of life. For more information, visit www.trustage.com. Please read and abide by our Community Guidelines by copying and pasting this link into your browser: https://bit.ly/3IgyD0O TruStage? is the marketing name for TruStage Financial Group, Inc. its subsidiaries and affiliates. Securities distributed by CUNA Brokerage Services, Inc., member FINRA/ SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All guarantees are based on the claims paying ability of the underwriting company. Insurance products are issued by CMFG Life Insurance Company, MEMBERS Life Insurance Company, CUMIS Insurance Society Inc., CUMIS Specialty Insurance Company Inc., American Memorial Life Insurance Company, and Union Security Insurance Company. TRS, GA-6978221.1-0924-1026
- 网站
-
https://www.trustage.com/business-solutions
TruStage | Investments的外部链接
- 所属行业
- 金融服务
- 规模
- 1,001-5,000 人
- 总部
- Madison，Wisconsin
- 创立
- 1935
- 领域
- Annuities、Retirement、Investments、Retirement Planning、Insurance、Financial Services、Risk Control、Lifetime Income、Diversity, Equity and Inclusion、Wealth Management、Workplace Solutions、457(b)、401(k)、403(b)和Financial Institutions
动态
-
For Baby Boomers nearing retirement, safeguarding savings from market downturns is crucial. TruStage’s Zone Income? Annuity underwritten by MEMBERS Life Insurance Company offers customizable protection, helping clients find a balance between growth potential and financial security. Discover how this flexible annuity can support your clients’ retirement confidence: https://bit.ly/3V4MsWf
-
-
As we approach Thanksgiving, we wanted to pause and say thank you. All our distribution partners are foundational to our service and commitment to retirement. We couldn’t serve this industry without you! #FinancialAdvisors #401kAdvisor #TPAs #Retirement #Thankful
-
-
Investors are faced with retirement risk every day. That’s why flexibility is a must. By providing your clients the opportunity to change when their market outlook shifts, you can help them ride out retirement risks and build a more confident retirement plan. Learn how TruStage? can get you the tools you need: https://bit.ly/49733Pe
-
-
Market volatility isn’t necessarily abnormal, but investors can go into panic mode. Check out these tips for financial professionals to help investors quell concerns and make rational decisions when market volatility fuels uncertainty. Read more here: https://bit.ly/3UV4ZVa
-
-
Get to know this month’s employee highlight: Elle Switzer, Director, Annuity Product Management at TruStage?. Elle’s commitment to providing others with a brighter financial future both at work and outside of it – perfectly reflects our company’s values and mission. How long have you been in the industry? I have been in the annuity industry for 16 years, 8 years in actuarial roles and 8 years in product management. What advice would you give people new to this industry? Don’t be afraid to ask questions – this is a complex industry with so much to learn, and you’ll find that people generally enjoy sharing their knowledge to help you. What was the best advice you’ve ever received? “Never apologize for being yourself.”
-
-
The 2025 Cost of Living Adjustments (COLA) were recently announced by the Internal Revenue Service, and we’ve put together a simple-to-read overview from #COLALimits to #TaxSaversCredit updates. Read it on our Workplace Solutions blog: https://bit.ly/3AF19bA #Retirement #401kAdvisors #TPA #SmallBusinessOwners #COLALimits2025
-
-
We’ve saved the best for last, join us for our final webinar of the year “Market and Economic Outlook,” presented by our Chief Economist, Steven Rick. Steve will share his 2025 outlook for financial markets and a look back at the performance of 2024, with learnings from the year. There will be a focus on long-term implications of current events for investors and leaders. You won’t want to miss this webinar, register today! https://bit.ly/3YHPjpg
-
-
Thank you to all who attended our recent webinar led by industry leaders Sarah Simoneaux and Ilene Ferenczy. Together we had another helpful discussion about the latest changes to SECURE 2.0 and how they impact retirement plans. In case you missed it, access the replay here https://bit.ly/3Z0kfm5 #Secure2 #Retirement #FinancialAdvisor #TPAs #Webcast
-
-
We are thrilled to announce that TruStage? has been nominated for the ThinkAdvisor 2024 Luminaries Awards in three categories! We’re so proud of Elle Switzer who was nominated for an Individual Award - Next-Gen Rising Star for Insurance and Retirement Products - showcasing her exceptional talent and dedication to driving the future of our industry. Additionally, our MyComfortZone Calculator has been recognized for its groundbreaking innovation, earning nominations in: -Insurance and Retirement Product: Firm Innovation award -Advisory Support, Products and Services: Firm Innovation award These nominations reflect our commitment to innovation and excellence in providing top-notch solutions and support. We are proud of our team's hard work and dedication!