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Financial Planning > Behavioral Finance

Thrivent To Sell More Fee-Based Planning Services

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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.