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Insights

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

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Updating your life insurance: 7 life events that may affect your coverage

If you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️

How much life insurance should you have? As life changes, so does the answer to that question.

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Life insurance checkup

Time for a closer look at your plan? Even strong financial plans need upkeep. Discover reasons to explore a proactive check-in and why it’s worth revisiting areas like insurance coverage, savings and tax strategy. ⬇️

A life insurance checkup helps you make sure your coverage continues to protect the people and promises that are important to you. Evaluate your coverage.

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Wealth transfer strategies: How to leave assets to your loved ones

Passing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.

Transferring wealth isn’t just about passing on assets—it’s about creating a lasting legacy. A thoughtful approach pairs expert financial planning with...

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Medicare Basics, Presented by Anthony Spangler, Financial Consultant In Person at the Lansdale Office: 601B Bethlehem Pike Suite 400, Montgomeryville, PA 18936 Tuesday November 11th at 6:30 PM Thursday November 20th at 6:30 PM Enrolling in Medicare can feel like working on a puzzle with no border pieces. It’s hard to know where to start! That’s why I am hosting free local educational seminars where you can learn about Medicare and find answers to your questions. You’ll learn: • An overview of Medicare and options. • Key points to consider with each plan. • When and how to enroll. Let us help you understand how Medicare fits in with the other pieces of your retirement strategy. RSVP: cheryl.berry@thrivent.com or 215-361-2810 No products will be sold. This is a solicitation for insurance. A licensed insurance agent/producer of Thrivent may contact you. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. Not available in all states. 34937FB R7-23

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Medicare Basics, Presented by Anthony Spangler, Financial Consultant In Person at the Lansdale Office: 601B Bethlehem Pike Suite 400, Montgomeryville, PA 18936 Tuesday November 11th at 6:30 PM Thursday November 20th at 6:30 PM Enrolling in Medicare can feel like working on a puzzle with no border pieces. It’s hard to know where to start! That’s why I am hosting free local educational seminars where you can learn about Medicare and find answers to your questions. You’ll learn: • An overview of Medicare and options. • Key points to consider with each plan. • When and how to enroll. Let us help you understand how Medicare fits in with the other pieces of your retirement strategy. RSVP: cheryl.berry@thrivent.com or 215-361-2810 No products will be sold. This is a solicitation for insurance. A licensed insurance agent/producer of Thrivent may contact you. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. Not available in all states. 34937FB R7-23

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Help your money last in retirement

A long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.

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The 3 advantages of life insurance for children

Did 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. ⬇️

There’s so much to think about when your family is growing. Whether you’re a new parent through birth, adoption or marriage, the what-ifs may fill your mind...

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Join us for a watch party! 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 Thursday Oct. 23rd at 6:00 pm 601B Bethlehem Pike Suite 400, Montgomeryville Food and refreshments will be provided. 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! 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 Thursday Oct. 23rd at 6:00 pm 601B Bethlehem Pike Suite 400, Montgomeryville Food and refreshments will be provided. 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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Life insurance | Thrivent

Who do you want to provide for today and tomorrow? Having the right amount of coverage and type of life insurance for your situation can make all the difference, when the unexpected happens. Learn more about Thrivent’s insurance solutions. ⬇️

With a variety of options available, we can help you find the right policy to fit your financial plan.

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Medicare Basics, Presented by Anthony Spangler, Financial Consultant In Person at the Lansdale Office: 601B Bethlehem Pike Suite 400, Montgomeryville, PA 18936 Tuesday November 11th at 6:30 PM Thursday November 20th at 6:30 PM Enrolling in Medicare can feel like working on a puzzle with no border pieces. It’s hard to know where to start! That’s why I am hosting free local educational seminars where you can learn about Medicare and find answers to your questions. You’ll learn: • An overview of Medicare and options. • Key points to consider with each plan. • When and how to enroll. Let us help you understand how Medicare fits in with the other pieces of your retirement strategy. RSVP: cheryl.berry@thrivent.com or 215-361-2810 No products will be sold. This is a solicitation for insurance. A licensed insurance agent/producer of Thrivent may contact you. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. Not available in all states. 34937FB R7-23

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Medicare Basics, Presented by Anthony Spangler, Financial Consultant In Person at the Lansdale Office: 601B Bethlehem Pike Suite 400, Montgomeryville, PA 18936 Tuesday November 11th at 6:30 PM Thursday November 20th at 6:30 PM Enrolling in Medicare can feel like working on a puzzle with no border pieces. It’s hard to know where to start! That’s why I am hosting free local educational seminars where you can learn about Medicare and find answers to your questions. You’ll learn: • An overview of Medicare and options. • Key points to consider with each plan. • When and how to enroll. Let us help you understand how Medicare fits in with the other pieces of your retirement strategy. RSVP: cheryl.berry@thrivent.com or 215-361-2810 No products will be sold. This is a solicitation for insurance. A licensed insurance agent/producer of Thrivent may contact you. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. Not available in all states. 34937FB R7-23

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4th Quarter 2025 Market Outlook: Strong markets, weakening fundamentals

Thrivent leadership shares expectations for final markets through year-end in the 4th Quarter 2025 Market Outlook.

For fourth quarter, Thrivent Asset Management experts are closely watching labor data, inflation and actions by the Fed.

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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