Insights
How many times have you seen someone worry about finances while grieving the loss of a loved one?
With life insurance, families can protect their financial futures—so they can focus on grieving and healing together during times of loss.
Let’s connect and discuss how life insurance can be tailored to your needs.
See thrivent.com/social for important disclosures.
Donor-advised funds: Helping you help othersBeing able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further.
A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give.
Explore whether a DAF is right for you. ⬇️
Donating life insurance to charity: What you need to knowYou can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance. ⬇️
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.
To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.
Explore whether charitable bunching is right for you. ⬇️
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Experience a big life change recently?
Important milestones could merit revisiting your life insurance coverage amount and type.
Let's have a conversation about whether your current coverage is keeping up with your lifestyle.
See thrivent.com/social for important disclosures.
Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan:
1. Identify where you are.
2. Define financial success so you can outline your goals.
3. Uncover some events that might move you further away from your goals.
Learn more about what makes up a solid financial plan and the process for creating your own. ⬇️
A new baby can change your everything (including your finances).
Let’s review your life insurance coverage to help make sure your growing family is protected.
See thrivent.com/social for important disclosures.
You don’t need all the answers before you start your financial planning journey.
Sometimes, the first step is simply talking through what matters most.
Let's connect, zero in on your goals and start financial planning to help you reach them.
See thrivent.com/social for important disclosures.
A financial plan helps you make the most of what you have.
It helps you move forward with confidence regardless of your income or net worth. Let's connect if you're ready to build yours.
See thrivent.com/social for important disclosures.
Are you curious about qualified charitable distributions (QCDs)? Reach out to learn more about tax-smart charitable giving at age 70½ or older.
See thrivent.com/social for important disclosures.
Financial confidence starts with a plan.
That's why every Thrivent client's financial plan is built around the financial house framework, which offers a practical way to prioritize what matters, strengthen your financial foundation and adapt as life changes.
Ready to create your own blueprint? Let's connect.
See thrivent.com/social for important disclosures.
Your finances don’t exist in separate buckets.
Let's create a thoughtful financial plan to help you see how all the pieces work together.
See thrivent.com/social for important disclosures.
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.
Now that you know what a financial plan is, the next step is creating one that's tailored to you.
Together, we can organize all the pieces of your finances into a financial plan that supports your goals now and in the future.
Let's get started.
See thrivent.com/social for important disclosures.
Strike one thing off your to-do list.
Let's have a conversation about what protection could look like for you and your loved ones.
See thrivent.com/social for important disclosures.
If you have life insurance coverage through your employer, it may not be enough to fully cover your needs. Let’s assess your situation and determine your next steps.
See thrivent.com/social for important disclosures.
When should you think about buying life insurance? Why do people buy it? How do you choose a policy? Take a look at these key questions when considering a life insurance policy: https://bit.ly/4fV6zzk
You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance ➡️ https://bit.ly/4g9R3l2
Life insurance | ThriventWho do you want to provide for today and tomorrow? Having the right amount of coverage and type of life insurance for your situation can make all the difference, when the unexpected happens.
Learn more about Thrivent’s insurance solutions. ⬇️
Some of the most important conversations are also the hardest to start.
Talking about what would happen to your loved ones' finances if the unthinkable happened isn't easy. But making space for the conversation today can bring clarity and reassurance for the future.
This resource offers thoughtful questions to start the conversation about life insurance with your family: https://bit.ly/4wHcwH8