Annuities
This acronym describes an annuity that has one premium and pays out a regular stream of income right away.
What is SPIA?
The minimum amount needed to open a "traditional IRA"-type mutual fund as a one time contribution.
What is $1,000?
The maximum length of time a 70-year-old can get a term policy for.
What is 15 years?
This type of Disability Insurance can be obtained without further underwriting if a client has at least $250,000 of life insurance.
What is Income Connect?
An investment vehicle that bundles many individual securities (such as stocks) into one product that can be bought or sold throughout the day.
The name of our currently sold variable annuity product.
What is Thrivent Retirement Choice Variable Annuity?
The amount of grid revenue generated in one quarter from an investment in the Thrivent Moderately Aggressive Allocation Fund (S-Shares) with a value of $20,000 can be found by multiplying $20,000 by ____ and then dividing by ____.
What is .85% and 4?
This type of insurance is typically used as the product of choice for a wealth transfer strategy for a married couple.
What is Survivor Whole Life?
The maximum elimination period.
What is 24 months?
The full name of Thrivent's CEO.
Who is/What is Teresa J. Rasmussen? (will also accept Terr Bear).
This is the current maximum interest rate for a new MYGA.
As of the end of November, this Thrivent mutual fund had the highest YTD returns.
What is Thrivent International Equity Fund?
The minimum client age you can run an illustration for a term policy.
What is 18 years old?
The maximum possible monthly benefit.
What is $16,500?
This type of investing focuses on finding stocks that are priced below a fair price, with the expectation that their fair price will be recognized over time, leading to price appreciation.
What is value investing?
The minimum rate cap on the Fixed Index Annuity for a 9-year surrender schedule.
What is 8.25%?
The current 7-day yield of Thrivent's Money Market.
What is 3.70%?
Of all the investment options with expense ratios, this is the lowest percentage available on our currently sold VUL.
What is .23%?
The minimum possible benefit period.
What is 12 months?
This statistic measures a stock's volatility relative to the overall market. By definition, the S&P 500 index has a value of 1.0.
What is Beta?
Other than New York, this is the minimum age clients can be to maximize their percentage of payout on the Thrivent Income Builder Guaranteed Lifetime Withdrawal Benefit (GLWB) Rider
What is 75 years old?
The 2 Thrivent mutual funds that do not generate S-share grid revenue.
What are Money Market and Short-Term Bund funds?
The second-best risk class on life insurance products.
What is Super-Preferred Non-Tobacco?
A Formula 1 fan, this person is Thrivent's primary Disability Income and Long-Term Care main spokesman.
Who is Don Campfield?
This term represents the excess or abnormal return of an investment compared to a benchmark index, adjusted for risk.
What is alpha?