Insights
Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared.
Here are a few key things to keep in mind:
• The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future.
• Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts.
• Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax.
A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact me today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.
August 2026 Market Update: Strong economy, higher yieldsThe market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️
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.
Please join Thrivent for a dinner event at Phantom Canyon with The Washington Update with Jeff Bush.
Thursday, April 9th, 2026
6:30 p.m. in Colorado Springs - register at https://bit.ly/3MuC7SD
Interested in knowing how what’s happening in Washington affects your bottom line? During “The Washington Update,” get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation’s capital and its impact on your taxes, investments and retirement planning.
Disclosure:
No products will be sold. Jeff Bush is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Jeff Bush are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.
At Thrivent, we believe in helping you build a deeply purposeful, financially rewarding career. Whether you want to grow your own practice, join a team or launch your career as a virtual financial advisor, there’s a place and a path for you here.
Explore all paths ➡️ thriventcareers.com/4743sC4
At Thrivent, you'll build a financial advisor career you can put your whole heart into. Whether you grow your own practice or join a team, you can choose what’s right for you.
Start your journey 👉 thriventcareers.com/479gZs1
Explore a career built on meaningful work with unlimited potential. As a Thrivent financial advisor, you can choose the path that fits you best—whether that's starting as a virtual financial advisor, joining a team or leading a practice.
Start your journey here 👉 thriventcareers.com/4a5fr2T
Ready to make a difference? At Thrivent, you'll build a financial advisor career you can put your whole heart into—whether you grow your own practice or join a team. Learn more about this lucrative career opportunity 👉 thriventcareers.com/3NTRYdE
Grow your career at Thrivent, where purpose is built into the work.
As a financial advisor, you’ll help your clients pursue their goals, protect what matters most and create meaningful change in their lives.
Learn more 👉 thriventcareers.com/4aNWxzQ
Exciting news! Thrivent has been named to Fortune’s World’s Most Admired Companies list for the first time. Honored to be part of an organization recognized for its innovation, quality of management, financial soundness and commitment to long-term value.
Learn more about this recognition here: https://bit.ly/466lt23
At Thrivent, we know there’s no one-size-fits-all path to success as a financial advisor.
Whether you want to grow your own practice, contribute within a team or launch your career as a Virtual Advisor, there’s a place and a path for you here.
Start your journey ➡️ thriventcareers.com/44X6aZ7
As we embark on a new year, many people are asking themselves big questions about purpose, fulfillment and what they want next in their career.
If you’re feeling that pull, consider exploring a financial advisor career at Thrivent. Whether you want to build your own practice, join a team or grow on our Virtual Advice Team, you’ll find a path that’s both meaningful and rewarding.
Explore our career paths: thriventcareers.com/4pP2CA6
For seasoned sales and financial professionals ready for a new chapter, Thrivent offers a place where your experience becomes the foundation for bigger possibilities.
Whether you’re building a team or advancing as a financial advisor, you’ll have the tools and support to grow in a meaningful career.
Take the next step in your career journey: thriventcareers.com/3MaLxlM
We know how meaningful work can be when it aligns with your values. At Thrivent, our financial advisors are encouraged to bring their whole selves to their career - including the beliefs that guide them every day.
Explore a rewarding career opportunity: thriventcareers.com/4iCEMVP
Ready for a new chapter in your career? If you’ve been successful connecting with people, earning trust and delivering results, you may be a great fit for our team.
As a Thrivent financial advisor, you’ll have the opportunity to:
✔️ Help clients gain financial clarity and confidence
✔️ Grow with rewarding pay and ongoing support
✔️ Shape a career where your skills create
lasting impact
Learn more about our financial advisor paths: thriventcareers.com/4oDKg4q
Thrivent ranked among Barron’s Best Fund FamiliesThrivent Mutual Funds was ranked among Barron’s Best Fund Families of 2024. Learn more about this ranking. 👇
We believe that being a financial advisor isn’t just about growing wealth. It’s about helping others create lives filled with purpose and generosity—and creating that life for yourself, too.
As a Thrivent financial advisor, you’ll benefit from:
🌟 A supportive, values-driven culture
🌟 Attractive pay and benefits
🌟 Opportunities to advance your career
Whether you’re an experienced financial advisor or transitioning into the field, you’ll have the tools, independence and support you need to succeed.
Learn more: thriventcareers.com/4qAM53Y
At Thrivent, there’s no one-size-fits-all path to success as a financial advisor.
Whether you’re drawn to the freedom of building your own practice, the collaboration of working on a team, or the flexibility of serving clients virtually, you’ll do work that matters while building a career that’s truly your own.
Each career path offers training, support and the freedom to grow on your terms.
➡️ Explore all paths: thriventcareers.com/4nvkkrJ
For the past decade, Women, Work, & Calling®️ has brought together women across industries and life stages to reflect on how God meets us in our work and equips us to lead with wisdom, courage, and hope. This year, the world-renowned speakers will focus on the theme of “AND.”
“AND” is more than a connector—it is the heartbeat of our faith:
• The Trinity: “Father, Son, AND Holy Spirit” (Matt. 28:19)
• The beauty of Christ: “Full of grace AND truth” (John 1:14)
• Our identity: “Male AND female he created them” (Gen. 1:27)
At Women, Work, & Calling, you’ll hear from leading voices, connect with a global community of women, and be encouraged to embrace God’s purposes in both your work AND your life.
Date: Friday, November 7, 2025
Location: New Life Midtown, 5090 Austin Bluffs Pkwy, Colorado Springs CO 80918
Times: 9:00am-3:00pm
Details: Coffee, lunch, and snacks will be provided. Space is limited to please register ASAP!
Cost: $40
REGISTER HERE: https://www.womenworkandcalling.com/wwc25event
No products will be sold