TruStage | Competitive Intelligence Profile
TruStage is a financially strong insurance and financial services provider, offering a wide range of commercial and personal insurance...

TruStage is a financially strong insurance and financial services provider, offering a wide range of commercial and personal insurance products. It is built on the philosophy of people helping people, aiming to meet the needs of middle-market consumers and the businesses that serve them. TruStage provides solutions including life, auto, home insurance, and retirement planning, with a commitment to financial inclusion and improving lives through equitable financial systems.
🛍️ TruStage Product and Pricing Intelligence →
📅 TruStage Event Participations →
⚖️ TruStage Regulatory Intelligence →
👔 TruStage Management and Leadership Team →
⚔️ TruStage Alternatives and Competitors →
💼 TruStage Hiring and Layoffs →
🤝 TruStage Partnerships, Clients and Vendors →
📈 TruStage Financial Performance, Fundraising, M&A →

🛍️ TruStage Product and Pricing Intelligence
Leverage product insights to define key product development milestones, guide go-to-market planning, build a robust product-market fit matrix, and perform in-depth SWOT analyses.
Harness pricing intelligence to support strategic pricing decisions, conduct competitive pricing analysis, and craft effective differential pricing strategies.
- TruStage released its 2025 Credit Union Partnership Report, showcasing how it helps credit unions grow and serve more members.
- TruStage promotes its Payment Guard Insurance to reduce defaults and boost borrower confidence by embedding it into digital loan processes.
- TruStage's Zone Income annuity was recognized in both RILA Single Life and Joint Life Income categories on Barron's 2025 Top 100 Best Annuities list for the seventh consecutive year.
📅 TruStage Event Participations
Stay updated on where your competitors are showing up—industry conferences, webinars, podcasts, and speaking engagements—to gauge their messaging, target audiences, and strategic focus. Discover how they’re positioning themselves in the market, what narratives they’re pushing, and which partnerships they’re cultivating. Use this intelligence to refine your own positioning, identify missed opportunities, and stay top-of-mind in your industry.
- Tammy Schultz, EVP of Sales & Marketing at TruStage, invites credit union leaders to register for the free Discovery 2025 event focusing on AI, lending, and economic trends.
- TruStage invites attendees to register for its Discovery Conference 2025 to explore consumer lending data insights with experts like Erika Romenesko, Corrin Maier, and Tammy Schultz.
- Corrin Maier, Vice President at TruStage, shared insights from the Consumer Lending Preference study at the Filene Research Institute roadshow and invited attendees to the TruStage Discovery Conference on August 7.
⚖️ TruStage Regulatory Intelligence
Monitor critical regulatory events—such as issued or revoked licenses, lawsuits, investigations, and court rulings—to understand the compliance posture and legal exposure of your rivals. Spot early warning signs of operational risk, delays, or reputational damage, and use these insights to fine-tune your market strategy, mitigate your own risk, or capitalize on competitor setbacks.
👔 TruStage Management and Leadership Team
Understand who’s steering your competitors by tracking changes in their management and leadership teams. Gain insights into strategic direction, leadership style, and organizational priorities based on executive backgrounds and hiring trends. Use this knowledge to anticipate competitive moves, tailor your sales or partnership approach, and benchmark against industry leaders.
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Managing Director
[email protected]
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President and CEO
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President and CEO
[email protected]
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Managing Director-Portfolio Manager
[email protected]
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Chief Financial Officer
[email protected]
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Executive Vice President, Chief Investment Officer
[email protected]
⚔️ TruStage Alternatives and Competitors
Identify the competitors of your competitors to uncover indirect threats, emerging disruptors, and untapped opportunities. Understand the broader competitive ecosystem, spot white space in the market, and gain strategic context that helps you position more effectively. These insights sharpen your market intelligence and reveal angles others often overlook.
- Mutual of Omaha |
- Liberty Mutual |
- benefitsforyou.com |
- cunamutual.com |
- progressive.com |
- U.S. Marketing Corporation |
- McGlone Mortgage Group NMLS #3232 |
- TAG™ |
- Insuritas |
- United Insurance |
- Rogers & Gray |
- Lattanzi Insurance Agency |
- Tricor Insurance |
- California Casualty Management |
- GuideOne Insurance |
- Answer Financial |
- Elephant |
- aflac.com

💼 TruStage Hiring and Layoffs
Track key workforce changes—new hires, leadership shifts, and layoffs—to spot strategic organizational moves. Identify rising competitors, uncover shifts in company direction, and seize opportunities to attract top talent or engage new decision-makers. Use these insights to refine your recruitment strategy and build stronger business relationships.
- TruStage is hiring a Regional Vice President for Annuities in Florida, as posted on their job requisition page.
🤝 TruStage Partnerships, Clients and Vendors
Monitor new partnerships, client wins, and vendor relationships to understand where your competitors are gaining traction. Spot emerging alliances, evaluate ecosystem shifts, and identify potential partners or prospects early. These insights help you refine your sales strategy, anticipate market movements, and stay one step ahead in a dynamic competitive landscape.
- LPL Financial posted a job opening for a Financial Advisor at TruStage Wealth Management Consulting Services in Elgin, IL 3 weeks ago.
📈 TruStage Financial Performance, Fundraising, M&A
Track competitors’ financial performance, fundraising rounds, and M&A activity to assess their growth trajectory and strategic focus. Uncover signals of expansion, market entry, or consolidation, and benchmark your position accordingly. Use these insights to inform investor conversations, identify acquisition opportunities, and fine-tune your competitive strategy.
- TruStage reported credit union loan balances rose 0.6% in Q1 2025, with home equity loans growing the fastest at 1.90%.
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