Program Management

The key to a successful marketing program is reaching the right audience. Simply provide a fresh membership file to ensure we are reaching the right members to help enhance program results for your credit union.

Refresh your membership file

Providing a fresh membership file helps ensure that we're reaching the right members.

View your program results in CU Navigator.

See how your program progresses over time using our CU Navigator reporting tool.

Access more resources for improving your program.

Staff Training


Online training courses, available anywhere at any time.

Marketing Materials


Educate your members about the protection you offer with these no-cost materials.

Direct Marketing


Direct marketing samples for each TruStage product.

Boost open rates with your own credit union logo and signature.

Sender recognition boosts open rates! Help your members quickly identify your credit union by providing your logo and signature graphic for mailings. Simply email us your logo and signature following logo specifications and signature requirements.

Lifestyle images representing the What Matters Now 2022 Research Report

2022 What Matters Now™ Research Report

A multicultural and multigenerational lens on data, insights, and action steps for helping your members achieve financial well-being.

TruStage Insurance products and programs are made available through TruStage Insurance Agency, LLC. Life insurance and AD&D insurance are issued by CMFG Life Insurance Company. Auto, and home insurance are issued by leading insurance companies. The insurance offered is not a deposit, and is not federally insured, sold or guaranteed by your credit union.