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LIST OF TOOLS AND DOCUMENTS FOR ADVISORS

2020 Marketing Plan

Example Marketing Strategies

Marketing Planning Deck

Workshop Promotion Tactics

Digital Marketing Tactics 

Prospecting Tactics

Fill Your Appointment Gaps

Juvenile Life Opportunities

Know Your Prospect Sources

Finish Strong Email Customers

Finish Strong Direct Mail Customers

Tax Diversification

Member Household Needs

Lead to Connect Appointment

Optimize your Event Attendance

Propensity for Long Term Care

Propensity for Term Life

Term Contracts Expiring

Action Team Participants 

Recruitment Marketing News - December 2019

2020 Start Strong Campaign

2020 Start Strong Digital Experience

2020 Start Strong Follow-Up Resource

2020 Marketing Calendars

IRA Funding

Start Strong Customer Follow-up

SECURE Act Call Script

SECURE Act

Thrivent Choice Email

Thrivent Choice Call Campaign

No Recent Customer Activity

Leverage Marketing Tools and Content for Market Volatility

Marketing FAQs

Virtual Prospecting Activity Ideas

Asset Allocation - Risk Tolerance

CARES Act

May 2020 Marketing Newsletter

Virtual Prospecting On Demand

AGG Cohort PPT

Lead Gen Cohort - Responding to Leads

Horizon LPO Email Campaign

Lead Generation Program PPT

 

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800-847-4836

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THRIVENT IS THE MARKETING NAME FOR THRIVENT FINANCIAL FOR LUTHERANS. Insurance products issued by Thrivent. Not available in all states. Applicants must meet membership, insurability, and residency requirements. Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only.

Trust and investment management accounts and services offered by Thrivent Trust Company are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by Thrivent Trust Company or its affiliates, and are subject to investment risk, including possible loss of the principal amount invested.