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Financial Planning > Behavioral Finance

Thrivent To Sell More Fee-Based Planning Services

By Staff Writer

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NU Online News Service, May 24, 2004, 1:47 p.m. EDT – Thrivent Financial for Lutherans, Appleton, Wis., will be trying to sell more fee-based planning services.[@@]

The fraternal insurer has agreed to use the Profiles plus Prime-Time planning software from Financial Profiles Inc., San Diego, to help its 2,600 financial representatives handle basic client needs analysis, Financial Profiles says.

Thrivent also wants to use the software to “pilot more comprehensive fee-based planning services in the near future,” Financial Profiles says.