The Foundational Plan approach—New Consumer Brochure now available We’re pleased to introduce a new piece in our 6-step Foundational Plan approach. This consumer-facing brochure is meant to help you start an extended care conversation that is simple and affordable. This two-sided flyer is used in Steps 2 and 3 of the Foundational Plan approach and provides a high-level overview of Extended Care planning and shows sample premiums for a co-funding approach on the back. This approach is meant to generate interest from a prospect to set up a meeting for a deeper discussion and customized plan design. Download a state
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Long-Term Care Underwriting Enhancement: Statement of Good Health We are pleased to announce that effective immediately, Thrivent will no longer require a signed Statement of Good Health (SOGH) to be completed by the agent and client IF the outstanding requirements (including money) are received within 60 days of the Declaration of Insurability (DOI) being completed. The SOGH form will be required in the following circumstances: If the Declaration of Insurability is greater than 60 days from date of underwriting decision If the client(s) elect to increase coverage any time after the Declaration of Insurability is completed and before the policy
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A new consumer-approved video helps explain how a fraternal benefits society like Thrivent is different from other types of insurers. This video will also help you with some talking points as you discuss who Thrivent is and how the company is built to serve our policyholders, not shareholders. The shareable link is: https://youtu.be/TN_5jxODULc?si=iLM_Elmrr-LrHsLN Watch Video   Thrivent Fact Sheet At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we strive to help people make the most of all they’ve been given. This consumer approved fact sheet can help you and
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AM Best, S&P Global, and Moody’s each affirm the organization’s strong financial profile and performance. Aug 5, 2024 Minneapolis – Thrivent, a Fortune 500 diversified financial services organization, continues to maintain its financial strength and stability, as recognized in three recent rating reports by independent agencies. S&P Global Ratings affirmed its AA+ (Very Strong) long-term issuer credit and financial strength rating on Thrivent and gave the organization a Stable outlook. The rating, which is the second highest of the agency’s 20 rating categories, highlights Thrivent’s distribution force, better-than-peer persistency ratio, strong competitive position and excellent capital adequacy as key strengths.
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We’re pleased to introduce a new piece in our 6-step Foundational Plan approach. This advisor-facing brochure is meant to help advisors get comfortable with an easy conversation that is simple and affordable. This two-sided flyer is used in Steps 2 and 3 of the Foundational Plan approach and provides a high-level overview of Extended Care planning and shows sample premiums for a co-funding approach on the back. Consumer versions are currently in state filing and should be available in the near future. Meanwhile, this advisor resource is meant for you to practice this new approach so you’re ready when the
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Increasing Thrivent’s brand awareness with new ads airing during the Olympics Thrivent’s newest ads—starring five inspiring Thrivent clients—will air on national TV throughout the Olympics and Paralympics. Watch the ads below to meet the clients who are putting their service and faith into action: Doc Jacobs, a life coach whose supportive relationship with his financial advisor helped him find the confidence to invest in himself and pursue his passion. A.J. and Dee Artis, former college athletes who learned how to bring a champion’s mindset into their family’s financial planning. Ashley and Paul Silber, parents who use Thrivent Action Teams to
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Discussing long-term care planning doesn’t need to be challenging. Establishing the need to have a strategy, and an affordable way to fund that strategy, can be done through simple conversations. Thrivent has created simple scripts that establish the need to create a Written Plan for Extended Care and introduce the concept of co-funding that plan. Download the scripts and watch for future emails sharing how the scripts and the written plan fit into our new Foundational Plan approach to extended care. This resource can be downloaded below, or it can be found on TFLTCStore.com or on iPipeline’s FormsPipe.   Download
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Stop Talking About Nursing Homes! Focusing extended care planning discussions on home care works better, a veteran trainer says. In a recent article in ThinkAdvisor, Bill Comfort shares that when planning for extended care, many consumers and their advisors make the mistake of starting from the end. They assume and project the highest possible cost of care in a private-pay, private skilled nursing home room. Yet nursing homes are the last place anyone wants to receive care. Learn why a new approach is needed. Bill Comfort is the Director of Training for the CLTC Certification and leads CLTC Master Class
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Monday, July 8th, Thrivent’s IT ticketing system (ServiceNow) sent some appointed reps an email that was intended for a different group, and we apologize for any confusion or inconvenience this may have caused. At this moment, we are unsure of how many advisors were sent this announcement. The subject line was “Digital Client Servicing Support dashboard has been shared with you” and was meant for an internal Thrivent IT team. The dashboard referenced is not a long-term care insurance system and cannot be accessed outside of Thrivent. If you received that message in error, there is nothing you need to
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