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Staff training

Select from easy-and-convenient online training courses, available anywhere at any time. Short self-study eLearnings fit into busy schedules, taking fewer than 10 minutes to complete.

Training modules and reference sheets by product

 

Accidental Death & Dismemberment (AD&D) Insurance

Your credit union is helping protect members by making accidental death & dismemberment insurance available through the Consumer Insurance AD&D program.

AD&D product varies by state. Please reference only the training materials below that apply to your credit union's domicile state.

 

States: CA, CT, MI, NH, NJ, NM, NY, ND, SD, TN

Play AD&D On-Demand Course (7:00)

Download AD&D reference sheet

 

States: AK, AL, AR, AZ, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MN, MO, MS, MT, NC, NE, NV, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WY

Play AD&D + living benefit riders on-demand course (6:00)

Download AD&D + living benefit riders reference sheet

Auto & Home Insurance

Your credit union is helping protect members by making auto and home insurance available through the Consumer Insurance Auto & Home Insurance program.

Play auto & home on-demand course (5:00)

Download auto & home reference sheet

Life Insurance

Your credit union is helping protect members by making life insurance available through the Consumer Insurance Life Insurance program.

Play Life Insurance on-demand course (7:00)

Download Life Insurance reference sheet

Full program suite

Your credit union is helping protect members by making Consumer Insurance available. The full program suite includes information on AD&D, Auto & Home, and Life Insurance. AD&D product varies by state. Please reference only the reference sheet below that applies to your credit union's domicile state.

 

States: ND, NJ, NM, NY

Download full suite reference sheet

 

States: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MI, MD, ME, MN, MO, MS, MT, NC, NE, NH, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Download full suite reference sheet (Includes AD&D + living benefit riders)

TruStage direct marketing

In order to protect more members and drive the awareness of the insurance products your credit union offers, TruStage sends insurance offers in the mail and also through digital marketing. View the on-demand course and Q&A below to understand why direct mail and digital marketing is effective, what strategies TruStage uses, and common member questions you may receive.

Play direct marketing on-demand course (9:00)

Download direct marketing FAQ