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ICMIF Intelligence Committee November 2013

ICMIF Intelligence Committee November 2013. Marie Uhrich Vice President, Affinity Marketing Thrivent Financial. The Thrivent Way. Thrivent Mid-Term Market Segmentation for our Current D istribution System . In Type: Faithful Delegators and Generous Planners. 41%.

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ICMIF Intelligence Committee November 2013

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  1. ICMIF Intelligence CommitteeNovember 2013 Marie Uhrich Vice President, Affinity Marketing Thrivent Financial

  2. The Thrivent Way

  3. Thrivent Mid-Term Market Segmentation for our Current Distribution System In Type: Faithful Delegators and Generous Planners 41% U.S. Christian Population Faithful Delegators: Faith is top priority Low confidence and knowledge around finances Wants an advisor and a financial plan Open to working with an insurer for investments Generous Planners: Involved, confident, knowledgeable Wants an advisor and a financial plan Open to working with an insurer for investments Values living a generous life Our Value Proposition For active Christians who long for confident, contented, connected and called lives, Thrivent is the only organization that blends faith, finances and generosity, resulting in changed lives and stronger Christian communities.

  4. Life Insurance In Force – Detail Face Amount annual growth rate 2.5% 2.0% 1.6% 1.6% $ billions Term Life included with Traditional Life for years 2007-2009.

  5. LIMRA-Weighted Premiums – Detail Life sales – peer comparisons New York Life and Northwestern Mutual are restating 2012 premiums throughout the year to exclude COLI/BOLI. This is reflected in the 2012 Premiums and 2013 YTD y/y% change. All prior y/y % changes are not restated.

  6. LIMRA-Weighted Premiums – Detail Annuity sales – peer comparisons

  7. AUM and Assets Under Advisement Managed, advised assets continue their growth $ billions

  8. Membership Trend

  9. 26 Regions 2500 Field Reps 100% Captive Agents

  10. Target Market: Young Christian families • Products: Term Life, Disability Insurance Guaranteed Retirement Income Plan • Distribution: Multiple experiments • brightpeak financial

  11. brightpeak financial New Distribution Experiments Financial Guides Lifeway Retail MOPS Partnership

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