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Insights

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

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Gifting money and assets to your grandchildren requires careful planning. Learn more about tax implications, gifting limitations and other considerations when it comes to gifting to grandchildren: https://bit.ly/4ddhWlb

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Gifting money and assets to your grandchildren requires careful planning. Learn more about tax implications, gifting limitations and other considerations when it comes to gifting to grandchildren: https://bit.ly/4ddhWlb

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Disability insurance: What it covers, exceptions & alternatives

Your income supports your family—what happens if it stops? Disability income insurance can provide a safety net during difficult times. Together, we can discuss how adding coverage can fit into your current financial plan.

When you rely on your income to support your family, it's difficult to envision life without it. But the unexpected can happen, and planning for a time without...

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If you fall into any of the categories below, you may want to consider how disability income insurance can help you when you most need it: >> Family breadwinners >> Stay-at-home parents >> People with physically demanding jobs >> Self-employed workers >> Workers with insufficient coverage For more information on disability income insurance: https://bit.ly/44JFBY0

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If you fall into any of the categories below, you may want to consider how disability income insurance can help you when you most need it: >> Family breadwinners >> Stay-at-home parents >> People with physically demanding jobs >> Self-employed workers >> Workers with insufficient coverage For more information on disability income insurance: https://bit.ly/44JFBY0

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What happens when you don’t have income protection and a sudden illness or injury prevents you from working? Here are some key facts to know about disability income insurance and how it can benefit you: https://bit.ly/44L4CSw

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What happens when you don’t have income protection and a sudden illness or injury prevents you from working? Here are some key facts to know about disability income insurance and how it can benefit you: https://bit.ly/44L4CSw

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Planning for the unexpected isn't easy, but it's essential. Disability income insurance offers protection against income loss due to unforeseen health issues, helping ensure your family's needs are met. Discover more on how disability income insurance works >> https://bit.ly/4cV6v1g

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Planning for the unexpected isn't easy, but it's essential. Disability income insurance offers protection against income loss due to unforeseen health issues, helping ensure your family's needs are met. Discover more on how disability income insurance works >> https://bit.ly/4cV6v1g

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We want to say a huge "Thank You" to Lois Lundin and her staff at the Backus Center in International Falls, for catering the workshops yesterday. Everything was fantastic, and it helped make the event successful! Thank you again! Also, thank you for all those who attended the workshops. Ben enjoyed meeting with each and every one of you and look forward to building new relationships.

We want to say a huge "Thank You" to Lois Lundin and her staff at the Backus Center in International Falls, for catering the workshops yesterday. Everything was fantastic, and it helped make the event successful! Thank you again! Also, thank you for all those who attended the workshops. Ben enjoyed meeting with each and every one of you and look forward to building new relationships.

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We still have a few spots left for the workshops in International Falls tomorrow at the Backus Center. Please call the office at 218.999.4649 or email kari.weers@thrivent.com to reserve a spot. *No products will be sold.

We still have a few spots left for the workshops in International Falls tomorrow at the Backus Center. Please call the office at 218.999.4649 or email kari.weers@thrivent.com to reserve a spot. *No products will be sold.

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Scams in the spotlight

With financial scams on the rise, it’s crucial to understand what they look like and how to safeguard your assets. Learn more about the different scams you should keep an eye out for and how to protect yourself from falling victim. ⬇️

With financial exploitation on the rise, it’s crucial to understand what today’s scams look like and how to protect yourself.

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Here is an opportunity for anybody in the International Falls area to attend a Thrivent workshop! Ben Weerts, Thrivent Financial Advisor, will be presenting two workshops at the Backus Center on Tuesday, April 29th. The 2:00 p.m. workshop, Their Inheritance, Your Legacy. Attend this free Thrivent workshop and learn how to create a transition strategy that's equitable to you and your heirs. The 6:00 p.m. workshop, Prepare Wisely: Estate Strategy Essentials. Attend this free Thrivent workshop and explore estate strategies and tools you can use to make your final wishes clear. Your loved ones will be grateful. Please call the office at: 218.999.4649 or email kari.weerts@thrivent.com or email: kari.weerts@thrivent.com to reserve your spot. *No products will be sold. See thrivent.com/social for important disclosure information.

Here is an opportunity for anybody in the International Falls area to attend a Thrivent workshop! Ben Weerts, Thrivent Financial Advisor, will be presenting two workshops at the Backus Center on Tuesday, April 29th. The 2:00 p.m. workshop, Their Inheritance, Your Legacy. Attend this free Thrivent workshop and learn how to create a transition strategy that's equitable to you and your heirs. The 6:00 p.m. workshop, Prepare Wisely: Estate Strategy Essentials. Attend this free Thrivent workshop and explore estate strategies and tools you can use to make your final wishes clear. Your loved ones will be grateful. Please call the office at: 218.999.4649 or email kari.weerts@thrivent.com or email: kari.weerts@thrivent.com to reserve your spot. *No products will be sold. See thrivent.com/social for important disclosure information.

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Retirement savings by age: How much should you have?

Planning for retirement can seem like a long and complex journey. Knowing how much to save is a foundational piece of achieving your retirement goals—check out these planning milestones based on your age.

This series breaks down retirement savings by age, covering detailed guidelines on the best financial moves to make at every time of your life.

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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