Insights
How the cash value of life insurance worksYour life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home.Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.
Growth and stocks remain resilient, but rates rise: Q4 2026 market outlookHigher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️
How many times have you seen someone worry about finances while grieving the loss of a loved one?With life insurance, families can protect their financial futures—so they can focus on grieving and healing together during times of loss.Let’s connect and discuss how life insurance can be tailored to your needs.See thrivent.com/social for important disclosures.
There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/4jpD7Ss
Life changes. Your protection can adapt.A term-to-permanent life insurance conversion is simple to do and may offer:• Lifelong coverage (as long as premiums are paid)• Potential cash value accumulation • More flexibility as your needs changeHave questions about how a term-to-perm conversion works and may affect your premium amount or coverage? Let’s talk.See thrivent.com/social for important disclosures.This contract has exclusions, limitations and terms under which the benefits may be reduced, or the contract may be discontinued. For costs and complete details of coverage, contact your licensed insurance agent/producer.
Is it time to start taking your required minimum distributions? Reach out to learn more about RMDs and how they may impact your retirement goals.See thrivent.com/social for important disclosures.
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.Explore whether charitable bunching is right for you. ⬇️Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
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/4fIaSQkSee thrivent.com/social for important disclosures.
Are you curious about qualified charitable distributions (QCDs)? Reach out to learn more about tax-smart charitable giving at age 70½ or older.See thrivent.com/social for important disclosures.
How does whole life insurance actually work?This article includes a helpful overview of what whole life insurance is, its features and a useful example of how you might access your policy’s cash value in the future: https://bit.ly/469VlD7
Financial confidence starts with a plan.That's why every Thrivent client's financial plan is built around the financial house framework, which offers a practical way to prioritize what matters, strengthen your financial foundation and adapt as life changes.Ready to create your own blueprint? Let's connect.See thrivent.com/social for important disclosures.
Many families are surprised to discover that FAFSA can unlock more than federal aid: some schools and states require it for their programs, like work study or internal scholarships. Applying keeps your options open.Not sure if you should apply? We're here to review your financial situation with you before deadlines hit.For more information on FAFSA: studentaid.govSee thrivent.com/social for important disclosures.
An annuity is an insurance contract that can guarantee income in retirement. It can help address a concern a lot of retirees have: outliving their savings. Discover some of the basics about annuities and how one can be customized to fit your needs: https://bit.ly/4goM2pe
Your business depends on the people who help it thrive every day. Key person life insurance can help protect your company from the financial impact of losing a critical team member. Discover how it can help safeguard your business and support continuity when it matters most: https://bit.ly/4eXRvkE
A few other truths about life insurance:- It can be more affordable than a lot of people think.- Your work policy probably isn’t enough on its own.- Some types offer other benefits and tax advantages.See thrivent.com/social for important disclosures.
Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how we can help you reach your retirement goals.See thrivent.com/social for important disclosures.
Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how we can help you reach your retirement goals.See thrivent.com/social for important disclosures.
A thoughtful succession plan can strengthen your business, support your team and prepare you for what's next. Discover the basics of succession planning here: https://bit.ly/44rq2mFLet’s start building a succession strategy that fits your vision.
The 3 advantages of life insurance for childrenDid 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. ⬇️
Experience a big life change recently?Important milestones could merit revisiting your life insurance coverage amount and type.Let's have a conversation about whether your current coverage is keeping up with your lifestyle.See thrivent.com/social for important disclosures.