Insights
Learning, connecting, growing, and celebrating in Scottsdale!Our Quadrant Financial Advisors team had the opportunity to attend the 2026 NPA Fall Symposium in Scottsdale, AZ, connecting with fellow growth-minded advisors and gaining valuable insights to bring back to our team and the clients we serve.Throughout the symposium, we focused on:🤝 Connecting with a community of growth-oriented advisors 📈 Strengthening leadership, team, and practice capabilities 💡 Sharing proven growth strategies, peer insights, and best practices 🤖 Exploring innovation, AI, and emerging opportunities shaping the future of financial adviceWe also had an incredible milestone to celebrate as the National Practice teams reached $1.8 BILLION in total community impact! 🎉We’re grateful to be part of a community committed not only to growing our practices, but also to making a meaningful difference in the communities we serve.
What could your future look like with the right plan?Whether you're planning for what's next or navigating a new chapter, you don't have to figure it out alone.Let's talk about what matters most to you, then build a personalized financial plan to help you achieve your goals.See thrivent.com/social for important disclosures.
A qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift.A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs.Find out more: https://bit.ly/4hmPFKV
Including a donation in your will or estate plan can help you make a lasting difference for the causes you care about. From designating a nonprofit as a beneficiary to making a bequest or establishing a trust, there are a variety of flexible ways to give—and potential tax benefits too.Explore your options for donating through your will: https://bit.ly/4nkZ47d
How qualified charitable distributions (QCDs) work: Rules, pros & consA qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift.A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs.Find out more. ⬇️
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.For additional interest rates and other important information: https://bit.ly/4qauUq7See thrivent.com/social for important disclosures.
Top 7 charitable giving strategies: Maximizing tax benefits and impactThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
Exciting news! 🎉Thrivent will provide an all-time high $605 million payout of dividends and nonguaranteed policy enhancements to clients with membership in 2027.This is one of the meaningful ways we continue to deliver value to our clients, keeping them at the heart of everything we do.Learn more: https://bit.ly/4z4ieF3Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
Navigating open enrollment: 5 ways to make the best choices for your familyOpen enrollment is your opportunity to make choices that will protect and support your family throughout the year. Take a look at this helpful guide before you get started. Let’s connect if you want to discuss which options are the right fit for your family’s needs.
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.For additional interest rates and other important information: https://bit.ly/4qauUq7See thrivent.com/social for important disclosures.
The choices you make during open enrollment can have a big impact on your financial goals for 2027 and beyond. Discover how to navigate open enrollment with confidence: http://bit.ly/4o0ESIt
Love is in the air! 💕💍Help us celebrate a very special member of our team Gabe who recently tied the knot! We couldn’t be happier for the newlyweds and wish them a lifetime of happiness, adventures, and lots of laughter together.
Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how we can help you reach your retirement goals.See thrivent.com/social for important disclosures.
There's still space available on our free Leaving a Thriving Legacy webinar on Wednesday, October 7th at 6:00pm CT. Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. RSVP at https://bit.ly/NPAOct7No products will be sold. See thrivent.com/social for additional disclosures.
Here's a cheat sheet with some common terms you might encounter during open enrollment. Keep it handy as you make your benefit decisions.
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™.This single premium fixed deferred annuity offers:• Dependable interest• Tax-deferred earnings• Protection from market riskContact us today if you want to discuss if this is right for you.For additional interest rates and other important information: https://bit.ly/4fFumVISee thrivent.com/social for important disclosures.
Can you claim early Social Security benefits? Reach out to learn more about taking Social Security benefits at age 62. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. See thrivent.com/social for important disclosures.
It’s not too late to strengthen your income strategyIncome, taxes, Social Security and withdrawal decisions all play a role in retirement. Understanding how these factors connect can help you feel more confident about what you can spend—and how long your money may last.Before required minimum distributions begin, discover how your savings can turn into income to help you make the most of what you've worked hard to build. ⬇️
Your super catch-up window is hereBetween ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can:• See if you qualify and how much extra you may be eligible to contribute.• Understand the factors that may influence this decision.• Evaluate if contributing more—or another strategy—makes the most sense for your goals.Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️
Join us for a Leaving a Thriving Legacy webinar on Wednesday, October 7th at 6:00pm CT Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. RSVP at https://bit.ly/NPAOct7No products will be sold.See thrivent.com/social for additional disclosures.