Help build financial wellness. One member at a time.

Your credit union plays a vital role in your members’ financial well-being. Learn more about helping your members plan for a brighter financial future—at every life stage.

Featured Resources

Your Members Are Worried about their Finances

Simplify Life Insurance to Shrink the Need Gap

Do Your Female Members Have the Life Insurance They Need?

woman in a face mask

young family

women generational picture

Understand findings and insights from the 2022 What Matters Now™ research, including which generation and which racial/ethnic group have the most worry. Find out what you can do to help your members understand why life insurance can help.

The gap between those who say they need life insurance and those who say they have it is growing. Discover three ways your credit union can help simply life insurance to assist members in boosting their overall sense of financial security.

Read about the top reasons that many women do not have life insurance, by focusing on their multi-faceted identities. Recognize the gaps by age, race/ethnicity, and household income and direct your efforts on helping increase their ownership of life insurance.

Additional Resources

Member Protection

Four Winning Plays for Connecting with Members

Help Deepen Member Experience

Homes and Autos are More Valuable Than Ever

two small girls going down a slide with grandparents looking on

small boy on a skateboard being helped to stay steady by an adult

mom getting little girl out of car and both smiling

How can your credit union up its game and take an aggressive stance to become your members’ most valued financial partner? What investments can you make to meet the needs of today’s consumers? Learn about four distinct opportunities to do so.

Hear how one customer turned to TruStage to maintain its reputation for offering simplistic answers to complex questions, and why the recently overhauled Accidental Death & Dismemberment coverage helped make their decision an easy one.

Read about common reasons why consumers are paying too much for coverage for their most valuable assets. Learn more about how you can help your members, and what your credit union should look for in a provider.

Financial Wellbeing in Uncertain Times

Choosing the Right Insurance Provider

Meeting Diverse Membership Needs

A father with his child on his shoulders while the mother is standing next to them smiling

A father carefully putting his child in a car seat
People sitting around, smiling

One way to help improve the financial well-being of your members is to provide a simple and cost-effective insurance program that helps protect their home and vehicles. What are your members looking for in a provider?

Making auto and home insurance available to your members is a great way to help build relationships and improve their financial wellness. How does your provider stack up at the “moment of truth”?

Improving your credit union’s ability to meet the needs of your increasingly diverse membership base is an ongoing commitment. Understanding their needs and working to meet them will go a long way.

Digital Experience

Digital First Doesn’t Mean Digital Only

people looking at a mobile phone and smiling

Your members are searching for a just-right, digital-first mix of solutions that make it easy for them to accomplish their goals. Access meaningful insights and helpful ideas on ways to optimize your digital-first approach.

Connecting with Next Gen Members

Two women and two young boys, flying a kite

Positioning your credit union as the financial partner Millennials can depend on starts with understanding what’s driving this segment’s decision to investigate life insurance.

Speed Matters in the Battle for Digital

Two men sitting on couch, smiling while looking at a laptop

Insights and tips to keep in mind as you review your current digital strategy.

Delivering a Seamless Member Experience

Mom buckling baby into car seat

Sending members to one website and one brand for all their insurance needs—with the support of a knowledgeable call center—is a recipe for success.

Defining a Winning Digital Strategy

Daughter, mother and father sitting on couch looking at electronic devices

Accelerating your credit union’s efforts to deliver the next generation of digital channel integration is a must-have to succeed in a post-pandemic world.

Is Your Credit Union Ready for a Channel‑Less Future?

Finger touching screen with computerized graphics

Your members don’t draw lines between channels—and they don’t expect you to either.

Contact Us

If you’d like to learn more about the TruStage Insurance Program or if you need support with your credit union’s existing TruStage account.

CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Life, accident, health and annuity insurance products are issued by CMFG Life Insurance Company and MEMBERS Life Insurance Company. Corporate headquarters are located in Madison, Wis.