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Southwest Wisconsin regional financial office earns two honors for excellence

Thrivent Financial for Lutherans and GAMA International honor office


MADISON, Wis. (March 30, 2008) – The Southwest Wisconsin regional financial office (RFO) of Thrivent Financial for Lutherans recently won Regional Financial Office of the Year for 2007, the organization’s highest honor awarded to an RFO for performance excellence. In addition, the office earned the James H. Krueger First in Class Award from GAMA International, a professional association of more than 5,500 field leaders in the insurance and financial services industry.

Under the guidance of managing partner Scott Barth, the Southwest Wisconsin RFO stands out for its achievements in all categories including growth and recruiting. During 2007, the region posted a one-year sales growth of 24 percent to lead the organization. The Southwest Wisconsin RFO also expanded in 2007 with the hiring of six new financial representatives (FR) – achieving 127% of goal– and launched the new staff successfully.
Due to this success, Thrivent Financial nominated the Southwest Wisconsin regional financial office for an award from GAMA International.

“This award is a tribute to the leadership in this region,” said Park Jarrett, divisional vice president of Thrivent Financial. “Scott Barth really cares about and supports the financial representatives in his region. As a result, his team has proven to be successful and is dedicated to taking care of their members’ need.”

“We have an outstanding group of 72 financial representatives that deliver high quality financial advice and service to our 44,000 member households in Southwest Wisconsin,” said Scott Barth, managing partner of the Southwest Wisconsin Region of Thrivent Financial. “2007 was one of Thrivent Financial’s best years in overall sales. We are excited about the growth of the organization and opportunities to help more people achieve their financial goals for years to come.”

In addition to its growth accomplishments, the Southwest Wisconsin regional financial office also demonstrated remarkable outreach in the communities it serves. Through Thrivent Financial outreach programs, the region logged more than 830,000 volunteer hours and raised $3.3 million in charitable donations with significant involvement by leadership, staff, financial representatives and local Thrivent Financial members.

Under the four-year alliance called Thrivent Builds with Habitat for Humanity, the Southwest Wisconsin RFO led Thrivent Financial members and other Habitat volunteers to complete the construction of 12 homes in the region in 2007. This effort was part of a $24.5 million dollar pledge by Thrivent Financial to Habitat for Humanity to construct up to 346 homes nationwide in 2007. In 2008, the Southwest Wisconsin Thrivent Financial RFO will help build an additional 9 homes in the region. During the tenure of the alliance, Thrivent Financial intends to invest $125 million to increase annual house production with Habitat for Humanity affiliates across the United States.
The Southwest Wisconsin RFO has 72 financial representatives and serves more than 76,000 Thrivent Financial members in southwestern Wisconsin.

About Thrivent Financial for Lutherans
Thrivent Financial for Lutherans is a Fortune 500 financial services membership organization helping nearly 3 million members achieve their financial goals and give back to their communities. Thrivent Financial and its subsidiaries offer a broad range of financial products and services including life insurance, annuities, mutual funds, disability income insurance, bank products and more. As a not-for-profit organization, Thrivent Financial sponsors national outreach programs and activities that support congregations, schools, charitable organizations and individuals in need. For more information, visit www.thrivent.com.

Securities offered through Thrivent Investment Management Inc., 625 Fourth Ave. South, Minneapolis, MN 55415-1665, 800-THRIVENT (800-847-4836) a wholly owned subsidiary of Thrivent Financial for Lutherans. Member FINRA. Member SIPC.


Contact Information:
   Dave Rustad, APR
Senior Media Relations Specialist
dave.rustad@thrivent.com
Phone: (612) 844-7037
   Stacy Eckes-Borys
Senior Media Relations Specialist
stacy.eckes-borys@thrivent.com
Phone: (920) 628-2445

 

 

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Appleton Office:
4321 N. Ballard Road
Appleton, WI 54919-0001 USA

Minneapolis Office:
625 Fourth Avenue S.
Minneapolis, MN 55415-1624 USA

Contact Us
800-THRIVENT
(800-847-4836)


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Insurance products issued by Thrivent Financial for Lutherans, Appleton, WI. Not all products are available in all states. Products issued by Thrivent Financial for Lutherans are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial for Lutherans. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. They are also licensed insurance agents of Thrivent Financial.

Bank products and trust services are offered through Thrivent Financial Bank, (Member FDIC, Equal Housing Lender), a wholly owned subsidiary of Thrivent Financial for Lutherans. Insurance, securities, investment advisory services, and trust and investment management accounts are not deposits, are not guaranteed by Thrivent Financial Bank, are not insured by the FDIC or any other federal government agency, and may go down in value.