Skip to main content
  • Thrivent.com
  • MyThrivent
  • Broker Check
Thrivent logo
  • Home
  • About
  • Solutions
  • Insights
  • Events
Contact Me
  • Home
  • About
  • Solutions
  • Insights
  • Events
  • Contact Me
  • Thrivent.com
  • MyThrivent
  • Broker Check

Insights

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

Image VIEW MORE +
Image

What you need to know about legacy planning & how to get started

Why is legacy planning important? Because it gives you the chance to make a lasting impact—supporting the people and causes you care about, while staying in control over who receives what, when and how. Here are a few things to keep in mind as you begin. ↓

After years of hard work and dedication, building a legacy you can pass along might be one of your top priorities. With each passing year, you may be thinking...

Image VIEW MORE +
Image

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...

Image Read Post
Image

Wishing you could make a difference? Maybe it’s time to make a change. At Thrivent, you’ll have the opportunity to connect with clients and deliver purpose-based financial guidance that truly impacts lives. Successful Thrivent financial advisors have come from a variety of career backgrounds, including sales, business management, education and other fields. No matter your prior experience, we’ll equip you with the training, support and compensation to help you thrive. Get started: thriventcareers.com/4ge2pTE

Image

Wishing you could make a difference? Maybe it’s time to make a change. At Thrivent, you’ll have the opportunity to connect with clients and deliver purpose-based financial guidance that truly impacts lives. Successful Thrivent financial advisors have come from a variety of career backgrounds, including sales, business management, education and other fields. No matter your prior experience, we’ll equip you with the training, support and compensation to help you thrive. Get started: thriventcareers.com/4ge2pTE

Image VIEW MORE +
Image

Life insurance checkup

Time for a closer look at your plan? Even strong financial plans need upkeep. Discover reasons to explore a proactive check-in and why it’s worth revisiting areas like insurance coverage, savings and tax strategy. ⬇️

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.

Image VIEW MORE +
Image

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.

Image Read Post
Image

Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

Image

Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

Image VIEW MORE +
Image

Updating your life insurance: 7 life events that may affect your coverage

If you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️

How much life insurance should you have? As life changes, so does the answer to that question.

Image Read Post
Image

Grow your career with purpose as a financial advisor. At Thrivent, you’ll do meaningful work with unlimited potential. We’ll provide the tools, training and support you need to help others achieve their financial milestones—all while reaching your own personal and professional goals. Find out more: thriventcareers.com/41FsIMq

Image

Grow your career with purpose as a financial advisor. At Thrivent, you’ll do meaningful work with unlimited potential. We’ll provide the tools, training and support you need to help others achieve their financial milestones—all while reaching your own personal and professional goals. Find out more: thriventcareers.com/41FsIMq

Image VIEW MORE +
Image

When should you get life insurance?

Not sure when you should get life insurance? Here are different factors to consider that will help you decide when to take the next step. ⬇️

For many people, life insurance doesn't seem necessary until they reach a certain age, get married, or have children. However, life insurance can be beneficial...

Image VIEW MORE +
Image

How to invest during a market downturn

Choosing what to invest in during a market downturn depends on a few factors, such as your financial goals, time horizon and risk tolerance. This resource provides investment opportunities for your consideration, so you can make thoughtful decisions about how you want to invest. Let’s connect if you’d like to discuss what changes you can make to your investment portfolio to help hedge against risk and position you to reach your long-term goals.

Recessions are an inevitable part of the economic cycle, but they also present potential investment opportunities. Discover tips and strategies for investing...

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.

Thrivent logo

Copyright: © 2025 Thrivent. All rights reserved.