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Insights

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

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Money moves to make before the end of 2024

Check out these 8 money moves you can make to end the year on a strong note. ⤵️

2025 is on the horizon and presents a great time to take a fresh look at your finances. By understanding where your money went and how your investments...

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Is your retirement strategy built for the long run?

A resilient retirement strategy accounts for the unexpected-including market volatility, inflation and extended care costs. Here are some steps you can take to protect your next chapter.

A resilient retirement strategy accounts for the everyday and the unexpected—including market and economic uncertainty. Here are some steps you can take to...

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Longevity risk: What it is & how to prepare for it in retirement

A long life is a blessing to enjoy, but it also requires careful preparation. Living longer than expected (also known as longevity risk), can put pressure on your retirement savings. Here's how to protect your future. ⬇️

A long life is an amazing blessing to enjoy, but without proper planning, it can throw a wrench into your long-term retirement plans. Longevity risk is the...

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A Lifetime Gift with Shelly Halverson

There is still time to register! On July 23, we invite you to A Lifetime Gift workshop at Trinity Bible Church in Cedar Falls, with two different times being offered (12pm or 6pm). Learn the importance of preparing for the future with Shelly Halverson. This event is a game-changer, offering you the tools to ensure your loved ones have the information they need when it matters most. Register now at https://bit.ly/alg0723. No products will be sold. Shelly Halverson is not affiliated with or endorsed by Thrivent. For more information visit Thrivent.com/social.

When talking about what-if situations and death, the hardest part is knowing where to start. Get the tools to help you talk and prepare.

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Thrivent Multi-Year Guarantee Annuity™️

Want growth you can count on? Get a locked-in interest rate for the guarantee period you choose – either 3, 5, 7 or 9 years – with Thrivent’s Multi-Year Guarantee Annuity. For more information, let's connect today. 36386A

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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It's time for a summer financial check-in. How are you feeling about your finances? Always here for a quick check-in to talk through any financial concerns you’re experiencing—and to celebrate the wins, too!

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It's time for a summer financial check-in. How are you feeling about your finances? Always here for a quick check-in to talk through any financial concerns you’re experiencing—and to celebrate the wins, too!

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Life insurance & living benefits: Ways to use permanent life insurance

Did you know there are more ways permanent life insurance can be part of your financial plan? Here are 5 living benefits of life insurance.

A solid financial plan covers many things, not the least of which is planning for retirement and having life insurance to help protect your family’s security...

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Risks and habits that can derail your financial plan

Is your future protected from the unexpected? Here are 5 uncertainties to plan for to keep your goals on track.

Help avoid common pitfalls and safeguard your finances for when life doesn't go as expected.

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There's still space available on our free “Estate Preservation for the Next Generation” webinar on Monday, June 3rd at 1:00pm CT or 6:00pm CT or Tuesday, June 4th at 10:00am CT. Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. No products will be sold. See thrivent.com/social for additional disclosures. RSVP at bit.ly/estatepres283.

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There's still space available on our free “Estate Preservation for the Next Generation” webinar on Monday, June 3rd at 1:00pm CT or 6:00pm CT or Tuesday, June 4th at 10:00am CT. Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. No products will be sold. See thrivent.com/social for additional disclosures. RSVP at bit.ly/estatepres283.

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Join us for an “Estate Preservation for the Next Generation” webinar on Monday, June 3rd at 1:00pm CT or 6:00pm CT or Tuesday, June 4th at 10:00am CT. Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. No products will be sold. See thrivent.com/social for additional disclosures. RSVP at bit.ly/estatepres283.

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Join us for an “Estate Preservation for the Next Generation” webinar on Monday, June 3rd at 1:00pm CT or 6:00pm CT or Tuesday, June 4th at 10:00am CT. Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. No products will be sold. See thrivent.com/social for additional disclosures. RSVP at bit.ly/estatepres283.

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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

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