TruStage™ Launches ZoneChoice Advantage Annuity, Offering More Flexibility for Retirement Planning

24.06.25 14:28 Uhr

Innovative protection features and flexible crediting strategies provide investors with stability and opportunity, regardless of the market environment.

MADISON, Wis., June 24, 2025 /PRNewswire/ -- TruStage, a leading insurance and financial services provider, today announced the launch of a new retirement solution, the TruStage ZoneChoice Advantage Annuity, underwritten by MEMBERS Life Insurance Company, a registered index-linked annuity (RILA) with new, innovative crediting strategies for end-investors.

TruStage Logo (PRNewsfoto/TruStage)

ZoneChoice Advantage is designed for both possibility and performance, with two new crediting strategies, Boost and Dual Step, which give clients the possibility of achieving positive returns in down markets. Boost gives customers the opportunity to capitalize on the market's upside while boosting returns in down or flat markets. Dual Step allows investors to achieve a guaranteed positive return if the market return is higher than the buffer, providing consistent growth even if the market is down slightly or flat. ZoneChoice Advantage also expands eligibility to include inherited IRAs for beneficiaries subject to the 10-year distribution rule, an important enhancement for estate planning needs. The product offers three indices and a variety of ways to balance upside potential with a measure of downside protection. Investors also have the flexibility to adjust strategies if their investment outlook changes.

"We're excited about the launch of ZoneChoice Advantage and its ability to provide investors with more flexibility to dial in their unique risk tolerance," said Dave Hanzlik, Wealth Segment Leader at TruStage. "This product is specifically designed to help provide peace of mind and opportunity for meaningful returns, regardless of market conditions. ZoneChoice Advantage is yet another advancement in our line up to provide clients with simple and flexible solutions."

With choice and opportunity, ZoneChoice Advantage is designed to be simple and powerful tool to help craft a confident financial future for a variety of investors.

Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial professional or the insurance company. Read it carefully.

Before investing, you should consider the annuity's investment objectives, risks, charges and expenses. The prospectus contains this and other information. Please read it carefully. To obtain a prospectus, contact your advisor, visit https://www.trustage.com/zonechoice-advantage-pro, or call 888.888.3940.

About TruStage

TruStage™ is a financially strong insurance and financial services provider, built on the philosophy of people helping people, meeting the needs of middle-market consumers and the businesses that serve them since day one. We believe a brighter financial future should be accessible to everyone, and our products and solutions help people confidently make financial decisions that work for them at every stage of life. With a culture rooted and focused on creating a more equitable society and financial system, we are deeply committed to giving back to our communities and improving the lives of those we serve today, and tomorrow. For more information, visit www.trustage.com.

TruStage™ ZoneChoice Advantage Annuity is issued by MEMBERS Life Insurance Company (MEMBERS Life) and distributed by its affiliate, CUNA Brokerage Services, Inc., Member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state and may not be available in all states or through all broker/dealers. Base Policy Form: ICC24-ILVA and 2024-ILVA

ZCAA-7867602.1-0425-0427

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SOURCE TruStage