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By Amber Hayden
GLENWOOD CITY— Recently Joan Bartz was mentioned in the March issue of the Thrivent Magazine in reference to her helping Thrivent customer Donna Lien.
“It was an honor to be recognized for the help I gave to Donna,” Bartz explained. “It made me feel really good because I’ve been doing this for 25 years. It’s just really fun to work with people and help them set their goals and then meet those goals. So to have Donna share that story was really special.”
Bartz explained that in October of 2018 she was contacted by Thrivent Magazine about an upcoming story that would mention her and the Liens.
And for the small town Thrivent Financial Consultant, she never expected to be recognized for the services she was able to provide.
Donna Lien spoke with the reporter for the magazine and explained that Joan Bartz had been there throughout the journey of answering the “What Ifs” when it came to insuring that her assests and family would be taken care of even after she was gone.
And for Bartz answering any and all of the questions Lien had were the most important parts of the process for her.
“It is always very important to answer those, but we don’t always answer them in the first session,” Bartz explained. “A lot of times people will come in for the planning discussion and they will come in kind of on a needs basis. And I will help answer questions around the first product such as 401k rollover or life insurance.”
Joan has been working with Donna and Arland for over 20 years, she said, and some of the knowledge that Donna was able to bring to the table helped the process to move smoothly. And throughout that time there have been quite a few “What Ifs” that have come up over the years.
Thrivent offers several services to their members from financial services to insurance and annuities, all of which she is more than willing to help members through their “Wise With Money” journey, she explained.
“I basically help people to be wise with their money,” Bartz said.
But for the Liens, Bartz helped Donna with a living trust, a legal document that can perform like a will and is in full control of the person who owns the document, and an irrevocable life insurance trust, which is not owned and controlled by the member but protects anything in that trust will be paid to the trust free of federal income tax.
“The irrevocable trust is protected from if there is a liablity lawsuit or a nursing home stay,” Bartz stated. “You can transfer things into the trust but there is a look back period.”
If anyone has any questions for Joan and the Thrivent team they are welcome to call the office at 715-265-4453 or stop by the office located at 103 E. Oak St. in Glenwood City.