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Insights

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

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Do you need life insurance? Questions to ask yourself & your family

Wondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇 Together, we can make sure your family is covered for the future.

From vacations to college dreams, creating life plans with loved ones is one of the many joys in life. But when it comes to more sensitive topics, like...

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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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What happens to your business if something happens to you? You may already have life insurance to protect your family, but did you know it can also help protect your business? Key person coverage and buy-sell agreements funded by life insurance can safeguard your company, your team and your loved ones if the unexpected happens. Learn more about the types of life insurance available to small business owners: https://bit.ly/3VhasoK

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What happens to your business if something happens to you? You may already have life insurance to protect your family, but did you know it can also help protect your business? Key person coverage and buy-sell agreements funded by life insurance can safeguard your company, your team and your loved ones if the unexpected happens. Learn more about the types of life insurance available to small business owners: https://bit.ly/3VhasoK

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Thinking about extending your life insurance coverage? Learn more about what to expect when your term life insurance expires and the pros and cons of term-to-life conversions: https://bit.ly/459jpXb

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Thinking about extending your life insurance coverage? Learn more about what to expect when your term life insurance expires and the pros and cons of term-to-life conversions: https://bit.ly/459jpXb

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Your business might be your biggest asset-but it shouldn't be your only one. Personal and business finances often overlap, but relying solely on the sale of your business to fund your future can be risky. As a small business owner, you should consider: ✅ Contributing to a tax-advantaged retirement account ✅ Diversifying your investments beyond the business ✅ Aligning your personal and business financial goals ✅ Working with a financial advisor to address liquidity and liability Ready to get started? Let's create your plan together. See thrivent.com/social for important disclosures.

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Your business might be your biggest asset-but it shouldn't be your only one. Personal and business finances often overlap, but relying solely on the sale of your business to fund your future can be risky. As a small business owner, you should consider: ✅ Contributing to a tax-advantaged retirement account ✅ Diversifying your investments beyond the business ✅ Aligning your personal and business financial goals ✅ Working with a financial advisor to address liquidity and liability Ready to get started? Let's create your plan together. See thrivent.com/social for important disclosures.

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Building a business often means sacrificing your time, energy—and even your financial security—to bring your vision to life. That's why personal financial planning is so important, especially early on. Early-stage entrepreneurs may face: ✅ Unpredictable income ✅ Tax complexity ✅ Blurred lines between personal and business finances ✅ High debt levels ✅ Difficulty saving for the future A thoughtful plan can help protect what you're building and support your long-term goals. Not sure where to start? Let's talk. Together, we can create a financial plan that helps you grow your business with confidence. See thrivent.com/social for important disclosures.

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Building a business often means sacrificing your time, energy—and even your financial security—to bring your vision to life. That's why personal financial planning is so important, especially early on. Early-stage entrepreneurs may face: ✅ Unpredictable income ✅ Tax complexity ✅ Blurred lines between personal and business finances ✅ High debt levels ✅ Difficulty saving for the future A thoughtful plan can help protect what you're building and support your long-term goals. Not sure where to start? Let's talk. Together, we can create a financial plan that helps you grow your business with confidence. See thrivent.com/social for important disclosures.

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If you’re using multiple accounts to fund college expenses, it's important to plan strategically. Learn how: https://bit.ly/4lHdDRL

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If you’re using multiple accounts to fund college expenses, it's important to plan strategically. Learn how: https://bit.ly/4lHdDRL

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Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

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Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

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Life insurance checkup

Does your life insurance still fit your life? A lot can change over time. Here’s when to consider a review and what it could uncover. ⬇️

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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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.

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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