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Insurance > VUL Investment Options > Thrivent Income Portfolio
Thrivent Income Portfolio

Prospectus | Performance | Portfolio Focus Sheet (PDF, 400K)

Portfolio Management

Michael G. Landreville

Investment Management Style

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(Chart Guide)

 
Investment Objective
  • To achieve a high level of income over the longer term while providing reasonable safety of capital, through investment primarily in readily marketable intermediate- and long-term fixed-income securities.
Investment Strategy
  • Invests primarily in intermediate- and long-term investment grade corporate bonds or preferred stock, rated at least Baa by Moody’s, with an average credit rating of A.
  • Makes tactical shifts into higher quality high yield bonds to provide added diversification and a potentially higher return.
  • Tends to have a longer weighted average maturity and lower average credit quality than the Thrivent Bond Index Portfolio.
Benefits of Investing in the Thrivent Income Portfolio
  • Well-diversified portfolio with exposure to all the main components of the fixed-income market.
  • Focus on bonds with longer maturities and lower credit ratings can lead to greater return opportunities and greater diversification of an overall portfolio.
  • Extensive in-house credit research and quantitative analysis lead to effective application of risk controls and prudent sector-allocation management.
Special Investment Risks
  • The Portfolio is subject to interest rate risk, credit risk related to a company’s underlying financial position and prepayment and extension risk which may result in overall price fluctuations over short or even extended time periods. These and other risks are described in the prospectus.
  • Investing in a variable universal life insurance contract involves risks, including the possible loss of principal. The prospectus contains more complete information on the investment objectives, risks, charges and expenses of the variable universal life insurance contract and underlying investment options which investors should read and consider carefully before investing.
  • Investing in a variable insurance product involves risks, including the possible loss of principal. The prospectus contains more complete information on the investment objectives, risks, charges and expenses of the variable universal life insurance contract and underlying investment options which investors should read and consider carefully before investing. To obtain a prospectus, contact a registered representative or visit www.thrivent.com.
Investment Minimums
  • All initial and subsequent investment minimums exist at the contract level. Most subaccounts carry no investment minimums. A minimum of $1,000 is required if you choose to use the DCA (Dollar Cost Averaging) Fixed Account to fund periodic investments to other subaccounts. See the Prospectus for additional information.

For additional information, contact the Investment Interaction Center at (800) 847-4836.

The variable universal life insurance contract is issued by Thrivent Financial for Lutherans, 625 Fourth Ave. S., Minneapolis, MN 55415-1665 and distributed by Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415-1665, 800-THRIVENT (800-847-4836), a wholly-owned subsidiary of Thrivent Financial for Lutherans. Member FINRA. Member SIPC.

 

Fixed Income Portfolio Investment Options

 

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Appleton Office:
4321 N. Ballard Road
Appleton, WI 54919-0001 USA
800-THRIVENT
(800-847-4836)
E-mail: mail@thrivent.com

Minneapolis Office:
625 Fourth Avenue S.
Minneapolis, MN 55415-1624 USA
800-THRIVENT
(800-847-4836)
Dalbar Seal of Excellence

Thrivent Financial for Lutherans, Appleton, WI 54919-0001, is authorized to conduct business in all 50 states and the District of Columbia. NAIC # 2938-56014. Products issued by Thrivent Financial for Lutherans are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Not all products described are available in all states. Thrivent Financial representatives are licensed insurance agents. Insurance and retirement products, where available, are individual contracts, (not group coverage), and issued by Thrivent Financial for Lutherans. Investment products are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415-1665, a wholly owned subsidiary of Thrivent Financial for Lutherans. Member FINRA. Member SIPC. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc.

Bank products and trust services are offered through Thrivent Financial Bank, 2000 E. Milestone Dr., Appleton, WI 54919-0006 (Member FDIC, Equal Housing Lender), a wholly owned subsidiary of Thrivent Financial for Lutherans. Insurance, investment products, securities, trust, and investment management services and accounts are not deposits, are not FDIC insured, are not insured by any federal government agency, and are not guaranteed by Thrivent Financial Bank. Variable insurance contracts, investment products, trust, and investment management accounts may go down in value.
©1995-2008 Thrivent Financial for Lutherans

This document was last updated on Thursday, May 15, 2008 at 1:29 PM