Are you curious about qualified charitable distributions (QCDs)? Reach out to learn more about tax-smart charitable giving at age 70½ or older.
See thrivent.com/social for important disclosures.
Can you check off any of these boxes?
✅ Loved ones depend on you for income
✅ Don’t want to pass large debts onto others
✅ Want to leave a legacy
If you checked any of the boxes, you should consider how life insurance can help you protect what’s most important to you: https://bit.ly/47eNLJh
With interest rates shifting, now's the time to make sure your cash, investments and other savings are still well positioned to support your needs and goals—whether that means prioritizing flexibility or focusing on higher potential returns.
See thrivent.com/social for important disclosures.
When should you think about buying life insurance? Why do people buy it? How do you choose a policy? Take a look at these key questions when considering a life insurance policy: https://bit.ly/4fV6zzk
How many times have you seen someone worry about finances while grieving the loss of a loved one?
With life insurance, families can protect their financial futures—so they can focus on grieving and healing together during times of loss.
Let’s connect and discuss how life insurance can be tailored to your needs.
See thrivent.com/social for important disclosures.
Wishing you could make a difference? Maybe it’s time to make a change.
At Thrivent, you’ll have the opportunity to connect with clients and deliver purpose-based financial guidance that truly impacts lives. Successful Thrivent financial advisors have come from a variety of career backgrounds, including sales, business management, education and other fields. No matter your prior experience, we’ll equip you with the training, support and compensation to help you thrive.
Get started: thriventcareers.com/4ge2pTE
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates.
Explore your options below and let’s connect to keep your goals on track as interest rates change.
Major life changes—like marriage, divorce or the loss of a partner—can have a significant impact on your retirement strategy. These events often affect your income, expenses, tax situation and long-term goals.
If you haven’t revisited your plan recently, please reach out. Together, we can make any necessary changes to help keep you on track for the future.
See thrivent.com/social for important disclosures.
Many people are surprised to learn that Medicare and Medicaid don’t provide the extended care coverage they expect. That’s why having a long-term care strategy can be an essential part of your financial plan. Not only does it help protect your savings—it can also preserve your choices.
Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.
Technology has made impersonation scams more convincing—and more frightening than ever. Criminals can now use AI to clone a loved one’s voice, spoof their phone number and create a false sense of emergency to pressure you into sending them money.
🚩 If you ever receive a call like this, hang up and reach out to your loved one directly. When in doubt, contact the police.
7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️
Join a company with a proven track record—and set one of your own. Start your financial advisor journey with Thrivent's Virtual Advice Team to grow your skills and build confidence while supporting clients across the US.
Learn more about how this role can be your catalyst for a rewarding financial professional career 👉 thriventcareers.com/4a4vv52
Are you just starting to save for retirement or are nearing retirement age? This guide will help you understand how to manage your retirement income in a tax-efficient manner, so you can make the most out of your hard-earned savings. ➡️ https://bit.ly/4i6KNd7
Scammers have evolved their tactics, and their schemes have become more convincing and a lot harder to recognize. That’s why awareness matters.
Protect yourself by staying up to date on the latest scams: https://bit.ly/492hx4g
The first step to building a portfolio? Choosing the right asset mix.
A diversified portfolio may include:
✅ Cash
✅ Stocks
✅ Bonds
✅ Mutual funds and ETFs
Each plays a different role. Some help manage and grow your money, others add stability or spread out your risk. The key is finding the mix that fits your goals, timeline and comfort level.
Learn more 👉 https://bit.ly/45HHnZe
Thinking more about risk tolerance? Wondering if you’re investing enough—or in the right places? Curious how taxes, diversification and changing priorities affect your long-term goals?
As life becomes more complex, your investment strategy should evolve with it. Let’s review where you are today and build a financial plan that helps you move forward with clarity and confidence.
See thrivent.com/social for important disclosures.
When you’re juggling big priorities—saving for a home, paying down debt or supporting a growing family—investing is easy to push to the bottom of the list.
But here’s why it deserves your attention. 👇
Even small, steady contributions can grow meaningfully over time thanks to compound growth. The earlier you begin and the more consistent you are, the greater your long-term potential.
Learn more: https://bit.ly/4aS7iRG
Finances + Generosity | ThriventEven though your personal finances likely start with your personal goals, they can also be a way to support the people, causes and community you love. Who are you building your legacy for?
Make a difference with your money | ThriventThrivent's unique combination of financial services and generosity programs can help you do more for the ones in your heart. Let’s get together and talk about who you’re planning for.
