TruStage

TruStage

Co-branded insurance and investment solutions

Counsel – Commercial Transactions

Full-Time
$111.8k - $167.7k/yr

+ Annual bonus

Mid
JD
Madison, WI, USA
Hybrid

Three or fewer office days per week are implied by the hybrid arrangement.

Company Does Not Provide H1B Sponsorship

About the job

Requirements
  • A Juris Doctor degree and continuing legal education within areas of specialty and responsibility are required.
  • Authorization to practice law in the State of Wisconsin or applicable jurisdiction is required.
  • Generally, three to five years of legal experience with overall expert or developing expert status in corporate law and commercial transactions is required.
  • Effective negotiation, analysis, reasoning, creativity, and judgment skills are required.
  • Excellent written and verbal communication skills are required.
  • Effective project management and leadership skills are required.
  • The candidate must be able to present oneself and interact with others in a manner that inspires trust and invites consultation.
  • The candidate must be able to think and act quickly and perform under significant pressure and deadlines.
  • Sound organizational and planning skills are required.
  • The candidate must be able to work harmoniously and professionally with others.
  • Developing knowledge and experience in TruStage operations and corporate affairs, including objectives, strategies, products, and programs, are required.
  • The candidate must use legal training to analyze issues, provide legal advice to the company, complete assignments, and resolve issues.
  • The candidate must demonstrate command of the law and legal framework applicable to assigned subject areas and keep current on legal developments.
  • The candidate must understand and effectively use available technology to receive requests for advice, document recommendations, and store records.
  • The candidate must monitor trends related to innovation and technology in the legal profession and embrace opportunities to improve department operations and service delivery.
Responsibilities
  • Build knowledge of the company, processes, and customers.
  • Manage one's own workload and provide informal guidance to colleagues with less experience; lead small projects with manageable risks and resource requirements when applicable.
  • Solve moderate problems and propose process improvements.
  • Work independently with moderate guidance and approach changes flexibly.
  • Provide legal advice, opinions, and counseling to TruStage.
  • Determine, investigate, research, and analyze all legal aspects of projects.
  • Negotiate and draft legal documents, including commercial contracts.
  • Direct, manage, and supervise outside counsel.
  • Develop legal expertise and a high degree of knowledge of TruStage.
  • Develop and interact with key outside contacts.
  • Participate in cross-functional teams, committees, task forces, and special projects.
  • Develop a fundamental understanding of the financials and dynamics of the specific TruStage entities and business units supported.
  • Translate legal advice into business-focused terms.
  • Actively work toward meeting client needs and addressing client issues, obtaining relevant information and involving others as appropriate.
  • Complete work in a timely manner and assist others in meeting client, department, and company objectives.
  • Manage deadlines appropriately, including communicating about and resolving conflicting priorities when necessary.
  • Act with integrity and honesty, follow through on commitments, adhere to professional rules of conduct, and model respectful and inclusive behavior.
  • Display sound judgment, listen to others, balance stakeholder needs, and participate in discussions while sharing information and expertise.
  • Provide constructive feedback and accept feedback from others.
  • Perform some pro bono or other community service activities.
  • Understand business goals and key business drivers, and prioritize activities supporting long-term growth, profitability, and business priorities.
  • Understand significant legal and business risks and associated risk management strategies.
  • Monitor industry-changing business and legal developments and trends.

About the company

TruStage partners with credit unions to offer co-branded insurance and investment products to their members. Its products include life, auto, and home insurance, plus retirement and investment options, sold through the credit unions. The model uses the trust and relationships of credit unions to reach everyday consumers, especially middle-income families. Its goal is to help people achieve financial security by making insurance and investment products accessible through trusted credit unions.

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

Madison, Wisconsin

Founded

1935

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Simplify's Take

What believers are saying

  • TruStage reported 2025 revenue above $6.1 billion and net income of $312 million.
  • March 2026 Compliance Hub Alerts automates monitoring across 18,000 legal citations for institutions.
  • April 2026 CPI-Auto Tracked and Temenos integrations deepen distribution and raise embedded-sales conversion.

What critics are saying

  • July 2026 cyber incident shut systems down and triggered fourteen Wisconsin class actions.
  • Service outages disrupted GAP, payment protection, and annuity operations across credit unions for weeks.
  • Pending stablecoin approval and security doubts threaten TruStage’s trust-based moat and credit-union relationships.

What makes TruStage unique

  • TruStage reaches 93% of U.S. credit unions, anchoring distribution with entrenched trust.
  • Its embedded protection products sit inside loan workflows at MeridianLink, Temenos, and SavvyMoney.
  • TruStage Stablecoin positions the company as an early credit-union payments infrastructure provider.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Paid Vacation

401(k) Retirement Plan

Hybrid Work Options

Tuition Reimbursement

Company News

Associated Press
Apr 23rd, 2026
Tangenesis launches TruStage payment protection integration for Temenos with real-time quotes

Tangenesis has launched Version 3.0 of its TruStage Payment Protection Integration for Temenos Virtual Capture, enabling real-time insurance quoting and instant purchasing within the Temenos platform. The integration is designed for credit unions using Temenos and its Virtual Capture solution. The new version allows credit union members to receive real-time quotes for TruStage lending insurance products and complete purchases instantly through a digital interface. The system uses API-driven connectivity to automate workflows and reduce operational overhead. According to TruStage research, 80% of borrowing consumers would likely opt for payment protection products, but fewer than half recall being offered them. The integration embeds these options directly into the loan process. Version 3.0 is immediately available to Temenos clients using Tangenesis Virtual Capture.

Associated Press
Mar 26th, 2026
TruStage generates $6.1B revenue, becomes fourth largest US life insurer by policy count

TruStage reported strong 2025 financial performance with over $6.1 billion in revenue, $312 million in net income and $36.1 billion in assets under management. The insurance and financial services provider maintained strong ratings from AM Best (A), S&P (A+) and Moody's (A2). The company paid over $2.6 billion in total benefits across 42 million consumers and became the fourth largest life insurance provider in the US by policy count. TruStage Ventures expanded to 67 portfolio companies with over $400 million in total investment. The TruStage Foundation invested $3.9 million in communities through more than 100 non-profits, whilst employees registered 8,600 volunteer hours and raised $640,000 for charitable organisations. The company has been named to Forbes' Best Insurance Companies list for four consecutive years.

Yahoo Finance
Mar 9th, 2026
TruStage launches automated compliance tool tracking 18,000+ legal citations across US states and federal agencies

TruStage Compliance Solutions has launched Compliance Hub Alerts, a regulatory tracking tool that monitors over 18,000 legal citations across state and federal levels, agency rules, case law and regulatory guidance. The web-based application automatically notifies compliance officers of regulatory changes affecting their operations. The platform uses customisable filters to deliver tailored alerts and allows users to assign specific changes to team members. Each alert includes a summary of the update, potential impact, legal references and implementation guidance. A centralised dashboard provides visibility into tracked legislation and generates audit reports. Compliance Hub Alerts covers all 50 US states, Washington DC and federal bodies including the Consumer Financial Protection Bureau, Federal Reserve, FDIC, IRS and NCUA. The tool aims to automate previously manual compliance monitoring processes for financial institutions.

The Credit Union League of Connecticut
Dec 10th, 2025
Committed Partners in a Changing World

Committed partners in a changing world. For 90 years, TruStage has stood shoulder-to-shoulder with the credit union movement. As Connecticut's credit unions continue to navigate change, TruStage remains a trusted and essential partner, offering support, innovation, and stability in every environment we face together. In its most recent annual report, TruStage delivered more than $2.5 billion in benefits to members across the country, helping families weather uncertainty, build resilience, and plan for the future. They were again named one of America's Best Insurance Companies by Forbes and have now become a Top 5 life insurer in the U.S. by policy count. These accolades underscore what credit unions already know: TruStage delivers for people. Their commitment to credit unions goes well beyond product delivery. In 2024 alone, TruStage generated more than $5.6 billion in revenue and $200 million in net income - enabling continued reinvestment into the system and our communities. Their $3.5 million in philanthropic pledges through the TruStage Foundation and over $159 million invested into the credit union system over the past five years prove that they're more than a vendor; they are aligned with our mission. In Connecticut, TruStage has partnered with the League to empower innovation, promote advocacy, and support financial well-being initiatives. Their voice is present alongside ours on issues like data privacy, interchange, and consumer protection. Their national perspective, combined with local support, helps our credit unions stay ahead of change and focused on impact. * Trusted by 93% of credit unions nationwide * Over 39 million consumer relationships * $400+ million invested in 67 FinTechs, creating 1,800 partnerships through TruStage Ventures * Products and services that span every stage of the financial life journey - from first car to retirement Looking forward, we are excited to continue our collaboration with TruStage and our joint investment in partnerships like Clutch, which help position credit unions as FinTech-forward institutions without sacrificing what makes us unique: people-first service and local trust. In a rapidly changing financial services environment, TruStage remains steady, forward-thinking, and true to the credit union mission. We are proud to work with them, and we know their future-focused vision will continue to benefit our members and communities for generations to come.

PE Hub
Oct 7th, 2025
Demopolis Acquires TruStage Platform

Demopolis has acquired TruStage's digital storefront platform.