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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 

SUPPORT

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625 Fourth Ave. S.
Minneapolis, MN
55415-1665 USA

Operations Center
4321 N. Ballard Rd.
Appleton, WI
54919-0001 USA

General Inquiries
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.