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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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What is a deferred annuity & how does it work?

Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits: 👉 Income in retirement 👉 Risk-based options 👉 Tax-deferred growth 👉 Optional rider benefits For more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals.

A deferred annuity is commonly used to generate a steady stream of income in retirement. Funded by a large, one-time payment or in smaller amounts over months...

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Join us for a watch party in our new office! We will be watching Thrivent’s Economic Update that is produced quarterly. Thrivent’s top asset managers & leaders will share insights and guidance on: -The health of today’s economic landscape -Implications of current political events -Answering questions during a live Q&A Tues. July 22nd 6:00 pm to 7:00 pm Food and refreshments will be provided for both dates. Feel free to invite anyone you think may be interested in this event. RSVP to: Cheryl.berry@thrivent.com/ 215-362-3801 No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Join us for a watch party in our new office! We will be watching Thrivent’s Economic Update that is produced quarterly. Thrivent’s top asset managers & leaders will share insights and guidance on: -The health of today’s economic landscape -Implications of current political events -Answering questions during a live Q&A Tues. July 22nd 6:00 pm to 7:00 pm Food and refreshments will be provided for both dates. Feel free to invite anyone you think may be interested in this event. RSVP to: Cheryl.berry@thrivent.com/ 215-362-3801 No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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How a term-to-permanent life insurance contract conversion works

Life changes—your life insurance can, too. Discover how converting a term policy to permanent coverage can offer lifelong protection.​

Considering extending your life insurance coverage? Converting your term policy to a permanent one can offer lifelong protection and potential cash value...

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Join us for a watch party in our new office! We will be watching Thrivent’s Economic Update that is produced quarterly. Thrivent’s top asset managers & leaders will share insights and guidance on: -The health of today’s economic landscape -Implications of current political events -Answering questions during a live Q&A Tues. July 15th 12:30 pm to 1:30 pm Tues. July 22nd 6:00 pm to 7:00 pm Food and refreshments will be provided for both dates. Feel free to invite anyone you think may be interested in this event. RSVP to: Cheryl.berry@thrivent.com/ 215-362-3801 No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Join us for a watch party in our new office! We will be watching Thrivent’s Economic Update that is produced quarterly. Thrivent’s top asset managers & leaders will share insights and guidance on: -The health of today’s economic landscape -Implications of current political events -Answering questions during a live Q&A Tues. July 15th 12:30 pm to 1:30 pm Tues. July 22nd 6:00 pm to 7:00 pm Food and refreshments will be provided for both dates. Feel free to invite anyone you think may be interested in this event. RSVP to: Cheryl.berry@thrivent.com/ 215-362-3801 No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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The importance of estate planning: Protecting your people, property & privacy

Estate planning isn’t just for the wealthy, it’s for everyone. It’s about making sure your assets, no matter their value, go to the people, causes and organizations you care about. Take control of your legacy.

When you hear or read the word "estate," perhaps images flash in your mind of diamond jewelry, garden parties and gleaming yachts. So if you don't have any of...

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What is a variable annuity & how does it work?

A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs. Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.

As you approach retirement, your focus may shift from building up a nest egg to ensuring you have ongoing income to cover expenses. A variable annuity is...

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Join us for a watch party in our new office! We will be watching Thrivent’s Economic Update that is produced quarterly. Thrivent’s top asset managers & leaders will share insights and guidance on: -The health of today’s economic landscape -Implications of current political events -Answering questions during a live Q&A Tues. July 15th 12:30 pm to 1:30 pm Tues. July 22nd 6:00 pm to 7:00 pm Food and refreshments will be provided for both dates. Feel free to invite anyone you think may be interested in this event. RSVP to: Cheryl.berry@thrivent.com/ 215-362-3801 No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Join us for a watch party in our new office! We will be watching Thrivent’s Economic Update that is produced quarterly. Thrivent’s top asset managers & leaders will share insights and guidance on: -The health of today’s economic landscape -Implications of current political events -Answering questions during a live Q&A Tues. July 15th 12:30 pm to 1:30 pm Tues. July 22nd 6:00 pm to 7:00 pm Food and refreshments will be provided for both dates. Feel free to invite anyone you think may be interested in this event. RSVP to: Cheryl.berry@thrivent.com/ 215-362-3801 No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Wondering if you should add a fixed annuity to your retirement strategy? Consider these possibilities: 👉 You don’t pay taxes on your earnings until you withdraw your money, which helps your money accumulate even faster. 👉 It could supplement other sources of guaranteed income, like Social Security or a pension 👉 It could provide a stable and predictable income source to cover your essential expenses in retirement. To learn more about fixed annuities: https://bit.ly/4kBW6tN

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Wondering if you should add a fixed annuity to your retirement strategy? Consider these possibilities: 👉 You don’t pay taxes on your earnings until you withdraw your money, which helps your money accumulate even faster. 👉 It could supplement other sources of guaranteed income, like Social Security or a pension 👉 It could provide a stable and predictable income source to cover your essential expenses in retirement. To learn more about fixed annuities: https://bit.ly/4kBW6tN

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Estate planning guide: Essential documents & checklist

As you plan for the future, consider how you want to leave a legacy for the ones you love. This guide provides a checklist of things you’ll want to include in your estate plan, a list of important documents to consider and frequently asked questions. ⬇️

What legacy will you leave behind? Estate planning ensures your loved ones are cared for and your wishes are honored. Learn about the essential documents—like...

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Annuities may help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/4jpD7Ss

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Annuities may help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/4jpD7Ss

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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