Insights
The 3 advantages of life insurance for childrenDid you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are 3 reasons to insure them now. ⬇️
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
There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/4jpD7Ss
Being able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further.
A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give.
Explore whether a DAF is right for you: https://bit.ly/4o8K5hU
Growth and stocks remain resilient, but rates rise: Q4 2026 market outlookHigher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️
Some of the most important conversations are also the hardest to start.
Talking about what would happen to your loved ones' finances if the unthinkable happened isn't easy. But making space for the conversation today can bring clarity and reassurance for the future.
This resource offers thoughtful questions to start the conversation about life insurance with your family: https://bit.ly/4wHcwH8
Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how I can help you reach your retirement goals.
See thrivent.com/social for important disclosures.
Feeling overextended? If you’re part of the sandwich generation, you may feel like you’re being pulled in multiple directions at once.
Relieve the pressure with a financial plan that helps you:
✅ Prioritize what matters most
✅ Ease the stress of competing demands
✅ Not lose track of your goals
Let’s connect to create a financial plan that supports you—and those who depend on you.
See thrivent.com/social for important disclosures.
Working with a financial advisor can help strengthen your investing strategy. Together, we can discuss ways you can invest to help reach your financial goals and hedge against volatile market conditions.
See thrivent.com/social for important disclosures.
An annuity is an insurance contract that can guarantee income in retirement. It can help address a concern a lot of retirees have: outliving their savings. Discover some of the basics about annuities and how one can be customized to fit your needs: https://bit.ly/4goM2pe
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
Beneficiary designations are a simple yet powerful way to ensure your assets will be distributed according to your wishes.
If you've experienced a major life event—or if it's just been a while—reviewing your beneficiary designations is a smart move. Here’s what to know: https://bit.ly/48nJtQr
👉 If you have questions or need help updating your designations, don’t hesitate to reach out.
A few other truths about life insurance:
- It can be more affordable than a lot of people think.
- Your work policy probably isn’t enough on its own.
- Some types offer other benefits and tax advantages.
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
Your finances don’t exist in separate buckets.
Let's create a thoughtful financial plan to help you see how all the pieces work together.
See thrivent.com/social for important disclosures.
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.
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.
See thrivent.com/social for important disclosures.
Your super catch-up window is hereBetween ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can:
• See if you qualify and how much extra you may be eligible to contribute.
• Understand the factors that may influence this decision.
• Evaluate if contributing more—or another strategy—makes the most sense for your goals.
Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️
Your income is one of your most valuable financial assets. Disability income insurance can help protect that income if illness or injury interrupts your ability to work. Let’s connect and find a coverage solution that meets your needs.
See thrivent.com/social for important disclosures.
Some employees bring knowledge, relationships and leadership that are hard to replace. Key person life insurance can help your business prepare for the unexpected. Learn the basics here: https://bit.ly/4eXRvkE
Together we can find the right coverage amount to help protect your business.