1. 1 Thrivent Financial’s Advance Care Planning Program for Employees Sharing the Experience: Honoring Choices Minnesota Conference July 19, 2012

2. 2 Thrivent Financial Overview We are a faith-based, Fortune 500 financial services membership organization helping 2.5 million members achieve their financial goals and give back to their communities. Appleton, WI Offices Minneapolis Offices

3. 3 Thrivent Financial Overview 2.5 million members 2,325 financial representative s 1,341 chapters 2,963 employees

4. 4 Why Advance Care Planning, and why Thrivent? National issue Local focus Helping employees live balanced and generous lives –Making time for what’s important –Demonstrating care for ourselves, our families, and our communities

5. 5 Advance Care Planning for Employees Become aware and moti- vated! Schedule appt with Employee Health Services (EHS) Have 1 st convo with EHS facilitator Identify and talk with your health- care agent Have 2 nd convo with EHS facilitator and your agent Complete or update your advance directive

6. 6 Our “Aha” From “Should we?” to “How can we?”

7. 7 Become aware and moti- vated! Schedule appt with Employee Health Services (EHS) Have 1 st convo with EHS facilitator Identify and talk with your health- care agent Have 2 nd convo with EHS facilitator and your agent Complete or update your advance directive Results from January 1 – June 30, 2012 2 intranet articles (reaching ~3,000 employees) Tables in lobbies over lunch (85+ conversations) 3 info sessions (70 total attendees) 11 employees 2 had an appointed healthcare agent, and 2 had an advance directive 11 employees 2 employees Of 5 survey respondents, all 5 had an appointed healthcare agent, and 2 had an advance directive

8. 8 Next questions How do we continue to build awareness and grow participation? What are the barriers preventing employees from starting their advance care planning process? Why aren’t more participants signing up for a second conversation with their agent? Does the second conversation affect people’s likelihood to identify and appoint an agent and ultimately complete a directive?

9. 9 Going forward Objectives: Grow employee awareness of Advance Care Planning (ACP) and Thrivent’s ACP employee benefit. Grow employee participation in Thrivent’s ACP employee benefit. Strategies: Educate employees about ACP and Thrivent’s ACP employee benefit. Integrate ACP within Employee Health Services (EHS) and broader “employee wellness” tactics. Develop deeper understanding of barriers that prevent employees from doing ACP.

10. 10 Questions?