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Insights

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

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#FunFiriday: Sept 26th is National Day of Praise and Worship - drop your favorite Praise and Worship song and/or artist in the comments below!

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#FunFiriday: Sept 26th is National Day of Praise and Worship - drop your favorite Praise and Worship song and/or artist in the comments below!

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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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EMPOWER BREAKFAST | ECHO - Emergency Care Help Organization

#LiveGenerously: Check out ECHO's Empower Breakfast. ECHO is a great organization in our area that impacts the lives of families in our community. https://echofl.org/empower/

2025 ECHO EMPOWER BREAKFAST - Join us for our FREE annual community fundraising breakfast to end hunger.

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When should you think about buying life insurance? Why do people buy it? How do you choose a policy? Take a look at these key questions when considering a life insurance policy: https://bit.ly/4fV6zzk

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When should you think about buying life insurance? Why do people buy it? How do you choose a policy? Take a look at these key questions when considering a life insurance policy: https://bit.ly/4fV6zzk

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#MotivationMonday

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#MotivationMonday

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If you have life insurance coverage through your employer, it may not be enough to fully cover your needs. Let’s assess your situation and determine your next steps. See thrivent.com/social for important disclosures.

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If you have life insurance coverage through your employer, it may not be enough to fully cover your needs. Let’s assess your situation and determine your next steps. See thrivent.com/social for important disclosures.

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Gala — Grow Into You Foundation

Live Generously: Check out the information for the Grow Into You Foundation's upcoming Gala. You can learn more about the work they do with Teens in Foster Care and support they offer to post-adoptive families. No products will be sold. https://www.growintoyoufoundation.org/gala

Join us for the 2025 Grow Into You Foundation Gala!

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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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#motivationMonday: Sometimes our fresh start - is also just the end of something we need to move past. Get ready to start something new!

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#motivationMonday: Sometimes our fresh start - is also just the end of something we need to move past. Get ready to start something new!

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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