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Insights

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

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Wealth transfer strategies: How to leave assets to your loved ones

Remember, wealth transfer isn’t just about money and assets; it’s about passing down your values and aspirations. Let’s work together to create a lasting legacy. 👇🏼

We are about to embark on the greatest wealth transfer the U.S. has ever seen. By 2045, it's estimated that $72.6 trillion will be left to beneficiaries across...

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Thanksgiving is a special time to gather with loved ones. We break bread together, count our blessings and share our gratitude for the things that matter most. Happy Thanksgiving to you and yours!

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Thanksgiving is a special time to gather with loved ones. We break bread together, count our blessings and share our gratitude for the things that matter most. Happy Thanksgiving to you and yours!

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Take a look at the resource below with some helpful questions to consider.

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Take a look at the resource below with some helpful questions to consider.

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Leave a legacy of generosity

Want to leave the most to the people and causes you love? You can minimize taxes and maximize your impact with these smart adjustments to your financial strategy. Take a look at these options and let’s connect. 👇🏼

Maximize your impact with a financial strategy that minimizes taxes.

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Today we honor our veterans who have served and sacrificed to protect our freedom. Thank you for all you’ve given. #VeteransDay

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Today we honor our veterans who have served and sacrificed to protect our freedom. Thank you for all you’ve given. #VeteransDay

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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/42gGcf6

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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/42gGcf6

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Life insurance for estate planning: 5 things it can help you accomplish

Did you know permanent life insurance can support a range of estate planning goals? From paying down estate taxes to creating generational wealth, here are 5 ways it can help support your legacy. 👇🏼

Life insurance is one of the most important planning tools you can use to prevent your loved ones from facing financial stress after you die. The money...

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Do you feel confident about the road ahead? As you venture into the future, get clarity and advice driven by your values.

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Do you feel confident about the road ahead? As you venture into the future, get clarity and advice driven by your values.

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Thrivent Multi-Year Guarantee Annuity™️

When you're looking for solutions that help offer predictability and security – especially in an uncertain market – your options aren't just limited to CDs, high-yield savings accounts and traditional fixed annuities. Thrivent's Multi-Year Guarantee Annuity is another strong option. See how much you could earn and view the current rates. 36386B

A Multi-Year Guarantee Annuity (MYGA) can help bring predictable growth to your investment portfolio with guaranteed rates for a set time period.

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Multi-year guaranteed annuity (MYGA) vs. certificate of deposit (CD)

Certificates of deposit and multi-year guarantee annuities can both help offer predictability to your portfolio, particularly in an uncertain market. Here’s how to know which might make sense for you. 36386k-2

Multi-year guaranteed annuities (MYGAs) and certificates of deposit (CDs) are two solutions that help protect your money while providing the opportunity to...

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Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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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.

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