Due Diligence Center

Welcome to this online resource to help you fulfill your due diligence obligations. Get the materials you need—when you need them—all available 24/7 from the comfort of your own desk or mobile phone.

Simply click the link below to download the Basic Package or the TruStage™ Insurance Package. The confidential sections require you to either accept the electronic Non-Disclosure Agreement, or logon to our secure site, depending on the item.

We’re pleased to provide this convenient resource to better serve you. If you have questions or need additional documents, please contact your CUNA Mutual Group Sales Executive.

Download Due Diligence Documents

AdvantEdge Analytics Package (Opens in new window):

• Due Diligence FAQs
• Data Flow Diagram
• Business Resiliency Disclosure
• Privacy Statement
• Security Practices
• Sourcing & Vendor Management

Basic Package (Opens in new window):

• Annual Financial Reports
• Privacy Statement
• Security Practices
• Security Letter
• Sourcing & Vendor Management
• Business Resiliency Disclosure
• Due Diligence FAQs

CUNA Brokerage Services, Inc. (CBSI) Package (Opens in new window):

• About CBSI
• Financial Information
• FINRA BrokerCheck Reports

TruStage Package (includes Basic Package): (Opens in new window)

• TruStage Insurance Program Privacy FAQs
• Merkle Inc. Data Handling and Security Practices Summary
• Esurance Due Diligence
• Liberty Mutual Due Diligence
• GoHealth Due Diligence

Request Confidential Documents

SOC Reports (Opens in new window) - Upon agreeing to an online Non-Disclosure Agreement, your request will be submitted directly to the SCOE for a response within 3 business days.

Memorandum of Insurance (Opens in new window) for CMFG Life Insurance Company (credit unions only)
CUNA Mutual Group user ID and password required to access. If you do not have a user ID and password, register as a NEW USER.

Thank you for allowing us to serve you.