We are thrilled to announce that TruStage™ Annuities' MyComfortZone calculator has been named a top 3 finalist in the Retirement Income category for the WealthManagement.com 10th Anniversary Wealthie Awards! This recognition is a testament to our dedication to innovation and excellence in the wealth management industry. Being a finalist among so many outstanding organizations is truly an honor. We are proud of our team's hard work and commitment to delivering exceptional value to our clients. Winners will be announced on September 5. Check out our MyComfortZone calculator in action and see for yourself! https://lnkd.in/g9-EDGt7 Prospectus: https://lnkd.in/gJwA_vGc
TruStage | Investments
Financial Services
Madison, Wisconsin 763 followers
Confidence at every stage
About us
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 annuities 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™ Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by its affiliate, 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 contracts and forms may vary by state and may not be available in all states or through all broker/dealers. CMGA-5672981.2-0424-0526
- Website
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https://www.trustage.com/annuities
External link for TruStage | Investments
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Madison, Wisconsin
- Founded
- 1935
- Specialties
- 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), and Financial Institutions
Updates
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TruStage ™ Zone Income Annuity, underwritten by MEMBERS Life Insurance Company, helps give your clients the confidence of guaranteed income — with a measure of downside protection and customizable growth potential that keeps working even when they’re not. Learn more: https://lnkd.in/gUHM96_y Prospectus: https://lnkd.in/gJwA_vGc
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📢 New fiduciary investment advice rule update! Effective September 23, 2024, the DOL’s new fiduciary rule broadens the definition of fiduciary under ERISA, ensuring financial service providers prioritize retirement savers' best interests. What do you think of these changes? Are you ready? Do you think they’ll be repealed? https://lnkd.in/g3UDenVd? #RetirementPlanning #FiduciaryResponsibility #FinancialAdvice
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TruStage™ Zone Income Annuity, underwritten by MEMBERS Life Insurance Company, has more flexibility than ever. No more one-year wait to start income, the ability to withdraw any lifetime income amount up to full lifetime income payment, and the opportunity to add a covered person any time before income begins. Learn more: https://lnkd.in/gSjWSjSZ Prospectus: https://lnkd.in/gJwA_vGc
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With TruStage™ Zone Income Annuity, underwritten by MEMBERS Life Insurance Company, getting your clients a head start could result in a larger income stream down the road. Learn more: https://lnkd.in/g5sReHFM Prospectus: https://lnkd.in/gJwA_vGc
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Buffers and floors can play an important role in diversified — and diverse — client portfolios. Help conservative clients preserve principal value. Help wary investors participate in markets. Learn more about how RILAs can be tailored to help clients reach their goals. #RILA #RetirementInvesting #TruStage https://lnkd.in/gjfB9FF7
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In our journey to align our ideal selves with our real selves, we often encounter hidden traps that skew our thinking and decision-making. As financial professionals, understanding these psychological patterns is crucial to guiding your clients effectively. The hidden traps: ◾ Heuristics - Mental shortcuts that simplify decisions but can lead to errors. ◾ Biases - Systematic deviations from rationality due to preconceived notions. ◾ Framing effects - How information is presented influences decisions. By recognizing these patterns, we can help steer conversations towards a values mindset. Discover how to connect with clients by reading our new article. Read now: https://lnkd.in/gV-tDhmz
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Meet Martin Powell, Vice President, Head of Annuity at TruStage™. Let's express our gratitude to Martin for his leadership in driving our wholesalers to consistently break TruStage Annuity records and help provide financial security to countless individuals. 𝗪𝗵𝗮𝘁’𝘀 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝗲𝗻𝗷𝗼𝘆𝗮𝗯𝗹𝗲 𝗼𝗿 𝗴𝗿𝗮𝘁𝗶𝗳𝘆𝗶𝗻𝗴 𝗽𝗮𝗿𝘁 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗷𝗼𝗯? Seeing people grow to and beyond their potential. 𝗪𝗵𝗮𝘁 𝗱𝗼 𝘆𝗼𝘂 𝗹𝗶𝗸𝗲 𝘁𝗼 𝗱𝗼 𝘄𝗵𝗲𝗻 𝘆𝗼𝘂 𝗮𝗿𝗲 𝗻𝗼𝘁 𝘄𝗼𝗿𝗸𝗶𝗻𝗴? I enjoy traveling with my family. I also like to run, cycle and work out.
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TruStage™ Zone Income Annuity, underwritten by MEMBERS Life Insurance Company, delivers something other annuities don’t: upside growth potential with a measure of downside protection, customizable investment options and withdrawal flexibility – along with guaranteed lifetime income. Learn more: https://lnkd.in/g2hwZBeR Prospectus: https://lnkd.in/gJwA_vGc
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Life happens. In some cases — such as the 6 scenarios presented here — retiring early may be the most feasible option for some clients. Help them explore the pros and cons of collecting Social Security before full retirement age so they can make informed, financially prudent decisions. https://lnkd.in/g-fssCw4
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