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News and Insights

Wondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇 Together, we can make sure your family is covered for the future. https://www.thrivent.com/insights/life-insurance/do-i-need-life-insurance-questions-to-ask-yourself-and-your-family?email= See thrivent.com/social for important disclosures.

Our team is supporting Serve 6.8 in preparing packages for families in need this holiday season. We will be joining them at their warehouse on November 14th to help bundle goods for families in need as Thanksgiving and Christmas approach. Join us in supporting our community by registering today. https://bit.ly/SERVE68withThrivent2026 See thrivent.com/social for important disclosures.

You insure things like your car, your home and your health. But what about your ability to earn an income? Disability income insurance helps protect a portion of your income if illness or injury prevents you from working. Discover more about it here: https://bit.ly/43uhU4c See thrivent.com/social for important disclosures.

Whether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change. https://www.thrivent.com/insights/investing/the-cost-of-cash-where-to-invest-when-interest-rates-drop?email= See thrivent.com/social for important disclosures.

Estate planning isn’t just for the wealthy, it’s for everyone. It’s about making sure your assets, no matter their value, go to the people, causes and organizations you care about. Take control of your legacy. https://www.thrivent.com/insights/estate-planning/the-importance-of-estate-planning-protecting-your-people-property-and-privacy?email= See thrivent.com/social for important disclosures.

It was a delight to have John Busacker out to present his Purposeful Legacy workshop. We had a wonderful evening to connect with our clients and help them begin the discussion of the legacies they wanted to leave behind. Thank you again to everyone who joined us for this event and to Embassy Suites by Hilton in Loveland for hosting us for this event. See thrivent.com/social for important disclosures.

You’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about. https://www.thrivent.com/offers/wealth-transfer?utm_source=fieldfb&utm_campaign=2026_P2T_Legacy_Planning&utm_medium=fieldsocial&utm_content=LP See thrivent.com/social for important disclosures.

Today, we’re celebrating Clint Jasperson! 🎂🎉 Clint, thank you for your leadership, vision, and dedication to our clients and team. Wishing you a birthday filled with celebration and a year ahead full of exciting opportunities. Happy Birthday! 🥳

Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX See thrivent.com/social for important disclosures.

When was the last time you updated your estate plan? Even if your circumstances haven’t changed, it’s a good idea to review your plan every 3–5 years. But certain life events call for more immediate updates. If it’s been a while—or you’ve experienced a major change—get in touch so we can talk through your options. See thrivent.com/social for important disclosures.

Today, we’re celebrating Lindsay Kimbrell on her birthday! 🎂🎉 Lindsay, your leadership and behind-the-scenes work keep everything running smoothly, and we’re so thankful for all you do. Wishing you a wonderful birthday and a year full of happiness. 🥳

Trillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer. Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about. It can also help you: • Align your assets with what matters most. • Set clearer expectations for loved ones. • Reduce uncertainty with intentional planning. Discover how to help secure your legacy for your loved ones ⬇️ https://www.thrivent.com/insights/estate-planning/the-great-wealth-transfer-what-baby-boomers-need-to-know?utm_source=fieldfb&utm_campaign=2026_P2T_Legacy_Planning&utm_medium=fieldsocial&utm_content=great_wealth_transfer See thrivent.com/social for important disclosures.

If giving is important to you, consider a strategy that maximizes your charitable impact. https://www.thrivent.com/insights/generosity-giving/charitable-giving-financial-planning-strategies-to-maximize-impact?email= See thrivent.com/social for important disclosures.

🏡 Your financial house should be built to last—and you can make it stronger with the right help. Whether you’re working to lay a solid foundation, grow your money or shape your legacy, financial planning can help you: ✅ Prepare for the unexpected ✅ Save and invest for major milestones ✅ Adapt as your goals evolve Together, we can create a financial plan with clarity and confidence, the same way a house is constructed. Reach out to learn more. See thrivent.com/social for important disclosures.

Our ladies had so much fun connecting and creating at Alyssa's A Night to Create event. It was wonderful getting to see what everyone was inspired to create. We look forward to hosting more events like this in the future. See thrivent.com/social for important disclosures.

Did you know that, as clients with membership, we have the power to influence where Thrivent sends millions in grant funding each year? All you have to do is log in and decide where you want this year’s Choice Dollars®️ to go—be it a church, local charity or major nonprofit. Plus, Thrivent just made the experience easier and Choice Dollars are now available to every single member! We highly recommend taking advantage of this easy way to give back. Be sure to direct 2026 Choice Dollars and spread the word about this unique member benefit. See thrivent.com/social for important disclosures.

It was such an honor to serve our community at Serve 6.8's Hearts & Hands event. Our team assisted in creating over 200 cleaning buckets to be sent to families returning to their homes after crisis and filling over 2,000 sandbags to help protect homes in Utah from wildfires. Learn more about Serve 6:8 by visiting their website at www.serve68.org See thrivent.com/social for important disclosures.

Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared. Here are a few key things to keep in mind: • The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future. • Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts. • Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax. A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

Let’s celebrate Danny Sonnenberg today! 🎉🎂 Danny, your commitment to our clients and team does not go unnoticed. We hope your birthday is as great as you are and that the year ahead is full of exciting opportunities. Cheers to you! 🥳🎁

Turn time at home into something that helps communities around the world. With a hands-on service project delivered right to your door, you can build something meaningful while spending time with the people who matter most. Thrivent Cause Kit™️ makes it easy to get started with a ready-to-use service project that includes everything you need to assemble water filters or solar lights that support communities around the world. Learn more: https://bit.ly/43DWul4 See thrivent.com/social for important disclosures.