Financial Advisor
.calendly.com/kailey-klein-thrivent
- Series 7 - General Securities Representative
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- Colorado
- Nebraska
- North Dakota
- South Dakota
- Wyoming
Insights
💡 Wednesday Wisdom
Planning for the future often means preparing for the unexpected. Life insurance may not be the first thing that comes to mind in your 20s. But did you know it can be more affordable when you’re younger and healthier?
Here are some reasons to consider purchasing life insurance at an earlier age. ⬇️
https://www.thrivent.com/insights/life-insurance/should-you-get-life-insurance-in-your-20s-5-reasons-to-consider-it?email=
For disclosure information, see thrivent.com/social
💡 Wednesday Wisdom
One thing I enjoy about financial planning is helping people understand the options available to them.
This article highlights several strategies that may help improve tax efficiency over time. ➡️ https://bit.ly/3KB47mJ
Want to learn more? Let's connect!
For disclosure information, see thrivent.com/social
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.
Office location
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.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
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.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations