Now that you know what a financial plan is, the next step is creating one that's tailored to you.
Together, we can organize all the pieces of your finances into a financial plan that supports your goals now and in the future.
Let's get started.
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Time for a career refresh?
The virtual advice role at Thrivent serves as a launching pad for your financial services career.
You get paid training, structured development and hands-on experience that sets you up for long-term success as a financial advisor.
Explore this unique opportunity: thriventcareers.com/4cEb2pZ
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When should you get life insurance?Not sure when you should get life insurance? Here are different factors to consider that will help you decide when to take the next step. ⬇️
Love the work you do (while making an attractive income).
Find purpose, growth and a team of people invested in your success.
Discover more about the financial advisor career: thriventcareers.com/4cIdiwn
#CareerChange #FinancialServices #FinancialAdvisor
Do you need life insurance? Questions to ask yourself & your familyWondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇
Together, we can make sure your family is covered for the future.
Did you know life insurance can do more than just provide a death benefit? It also can help you build wealth during your lifetime and help your family build generational wealth after you pass away. Learn more here: https://bit.ly/3zAzMyO
Should you get life insurance in your 20s? 5 reasons to consider itLife insurance may not be the first thing that comes to mind in your 20s. But did you know it can be more affordable when you’re younger and healthier?
Here are some reasons to consider purchasing life insurance at an earlier age. ⬇️
How the cash value of life insurance worksYour life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home.
Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.
How a term-to-permanent life insurance contract conversion worksLife changes—your life insurance can, too. Discover how converting a term policy to permanent coverage can offer lifelong protection.
When comparing colleges, look at net price (after scholarships and grants), not just the published cost. A realistic view helps you right-size savings, aid and any loans. Want help understanding your budget and options? Let's connect.
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"I have told you these things, so that in me you may have peace. In this world you will have trouble. But take heart! I have overcome the world." - John 16:33
A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4fIaSQk
See thrivent.com/social for important disclosures.
Here are questions to consider when investing:
✔️ What are your financial goals?
✔️ How much can you afford to invest?
✔️ What is your risk tolerance?
✔️ How can you help ensure your portfolio is diversified for long-term growth?
Understanding your financial goals and preferences can inform your strategy. Let’s set up time to discuss your investing goals and what you can do to reach them.
See thrivent.com/social for important disclosures.
"The Lord himself goes before you and will be with you; he will never leave you nor forsake you. Do not be afraid; do not be discouraged." - Deuteronomy 31:8
An annuity can guarantee income in retirement. In an uncertain world, annuities offer predictable retirement income and can help ensure you don’t outlive your savings. They also offer tax advantages and are customizable to your unique financial situation. Learn some of the basics about annuities here: https://bit.ly/4goM2pe
Let’s discuss how an annuity can fit into your retirement income strategy.
The Thrivent Virtual Advisor career is reshaping what the financial advisor role can look like.
In this role, you'll receive:
• structured support
• predictable income while you train and grow
• flexibility in a hybrid or remote setting
Explore the role today: thriventcareers.com/4yy9TcR
Thrivent financial advisors like D'Aundre make a real difference in their communities through strong relationships and personalized guidance. Sound like a career you’re interested in pursuing? Learn more about the role and see if it’s the right fit for you: thriventcareers.com/3PSDUCC
