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Insights

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

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Wondering if you should add a fixed annuity to your retirement strategy? Consider these possibilities: 👉 It may help you accumulate retirement savings without an annual tax bill cutting into your earnings 👉 It could supplement other sources of guaranteed income, like Social Security or a pension 👉 It could provide a stable income to cover your essential expenses in retirement no matter how the investments in your IRA are performing To learn more about fixed annuities: https://bit.ly/3OGKUj3 #AnnuityAwarenessMonth

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Wondering if you should add a fixed annuity to your retirement strategy? Consider these possibilities: 👉 It may help you accumulate retirement savings without an annual tax bill cutting into your earnings 👉 It could supplement other sources of guaranteed income, like Social Security or a pension 👉 It could provide a stable income to cover your essential expenses in retirement no matter how the investments in your IRA are performing To learn more about fixed annuities: https://bit.ly/3OGKUj3 #AnnuityAwarenessMonth

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What is a deferred annuity & how does it work?

Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits: 👉 Builds income for retirement 👉 Investment flexibility 👉 Tax savings potential 👉 Extra rider benefits For more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals. #AnnuityAwarenessMonth

A deferred annuity is commonly used to generate a steady stream of income in retirement. Funded by a large, one-time payment or in smaller amounts over months...

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The right financial product is the one that aligns with where you’re at in life. An annuity can provide stable, predictable income. Resonate with where you’re at and what your needs are? Let’s talk about how an annuity can fit into your overall financial plan. Guarantees based on the financial strength and claims paying ability of the product’s issuer. See thrivent.com/social for important disclosures. #AnnuityAwarenessMonth

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The right financial product is the one that aligns with where you’re at in life. An annuity can provide stable, predictable income. Resonate with where you’re at and what your needs are? Let’s talk about how an annuity can fit into your overall financial plan. Guarantees based on the financial strength and claims paying ability of the product’s issuer. See thrivent.com/social for important disclosures. #AnnuityAwarenessMonth

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When it comes time to talk about financial needs and goals, be the person others turn to for guidance and advice. Discover a career as a Thrivent financial advisor: thriventcareers.com/4aEItF7.

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When it comes time to talk about financial needs and goals, be the person others turn to for guidance and advice. Discover a career as a Thrivent financial advisor: thriventcareers.com/4aEItF7.

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May 2024 Market Update: April showers dampen investors’ optimism

Markets experienced a bit of bumpy road in April. Read more about why Thrivent Asset Management is promoting patience for both stock and bond investing in the May 2024 Market Update.

April market volatility providing challenges for investors.

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Tornadoes across the US have caused widespread devastation to homes, businesses and communities. Let’s send a message that help is on the way by volunteering, donating or helping to rebuild. For every $2 you donate through Thrivent's online giving platform Thrivent will add $1. Thrivent will also pay all the processing fees so 100% will go directly to the cause. Learn how you can amplify your impact, visit https://bit.ly/48cO5W6.

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Tornadoes across the US have caused widespread devastation to homes, businesses and communities. Let’s send a message that help is on the way by volunteering, donating or helping to rebuild. For every $2 you donate through Thrivent's online giving platform Thrivent will add $1. Thrivent will also pay all the processing fees so 100% will go directly to the cause. Learn how you can amplify your impact, visit https://bit.ly/48cO5W6.

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The New Year has arrived! What's your top financial goal for 2024? Are you looking to save or invest? A little of both? Take a moment to think about your priorities and then let’s connect.

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The New Year has arrived! What's your top financial goal for 2024? Are you looking to save or invest? A little of both? Take a moment to think about your priorities and then let’s connect.

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Meaningful career 🤝🏻 attractive income. The financial advisor career offers both: An attractive income and the satisfaction that comes with helping others achieve their financial goals. It's rewarding work. And we need more dedicated financial advisors to help meet our clients' needs. Explore this career: thriventcareers.com/48fVMMc

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Meaningful career 🤝🏻 attractive income. The financial advisor career offers both: An attractive income and the satisfaction that comes with helping others achieve their financial goals. It's rewarding work. And we need more dedicated financial advisors to help meet our clients' needs. Explore this career: thriventcareers.com/48fVMMc

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🕊️🏠 If your kids have flown the coop, it’s time to debunk some life insurance myths. 🚫 "I don’t need life insurance anymore." 💡 Insurance matters—cover expenses or leave a legacy. 🚫 "Life insurance is costly." 💡 It's affordable with options to fit your budget. 🚫 "Savings & Investments are enough." 💡 Life insurance safeguards your family's future. 🚫 "Too late for life insurance." 💡 You can secure your loved ones’ future anytime. Secure your financial nest, let's connect! If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited. #EmptyNesters #FinancialSecurity #LIAM23

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🕊️🏠 If your kids have flown the coop, it’s time to debunk some life insurance myths. 🚫 "I don’t need life insurance anymore." 💡 Insurance matters—cover expenses or leave a legacy. 🚫 "Life insurance is costly." 💡 It's affordable with options to fit your budget. 🚫 "Savings & Investments are enough." 💡 Life insurance safeguards your family's future. 🚫 "Too late for life insurance." 💡 You can secure your loved ones’ future anytime. Secure your financial nest, let's connect! If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited. #EmptyNesters #FinancialSecurity #LIAM23

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Protect what matters most—your family’s future. Life insurance can help ensure they are cared for, no matter what happens. 👨‍👩‍👦 ❤️ Let’s connect for coverage you may need. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited. #GetLifeInsurance #SecureYourLegacy #LIAM23

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Protect what matters most—your family’s future. Life insurance can help ensure they are cared for, no matter what happens. 👨‍👩‍👦 ❤️ Let’s connect for coverage you may need. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited. #GetLifeInsurance #SecureYourLegacy #LIAM23

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.

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