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.
How the cash value of life insurance worksYour life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home.Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.
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. ⬇️
Financial planning for millennials: A comprehensive guideDoes it feel like every financial goal is competing for the same dollars? This guide offers 7 ways to prioritize your money and make progress toward what matters most. ⬇️Let’s talk about what’s competing for your attention and how we can build a financial plan to address it.
Great with people? Natural problem-solver? Both can take you far in your career as a financial advisor.Get the autonomy you crave and the unlimited income potential you deserve all while enjoying Thrivent's uniquely purpose-driven culture.Entrepreneurs can learn more here: thriventcareers.com/4A9HCtG#Careers #FinancialAdvisor #CareerGrowth #Thrivent
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/4fIaSQkSee thrivent.com/social for important disclosures.
September 2026 Market Update: Healthy growth sends stocks to new highsMarkets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️
Life changes. Your protection can adapt.A term-to-permanent life insurance conversion is simple to do and may offer:• Lifelong coverage (as long as premiums are paid)• Potential cash value accumulation • More flexibility as your needs changeHave questions about how a term-to-perm conversion works and may affect your premium amount or coverage? Let’s talk.See thrivent.com/social for important disclosures.This contract has exclusions, limitations and terms under which the benefits may be reduced, or the contract may be discontinued. For costs and complete details of coverage, contact your licensed insurance agent/producer.
Your hospitality skills can take you beyond hospitality. 👀Your people skills, relationship building and service mindset can translate to a career as a Thrivent financial advisor.Discover more: thriventcareers.com/45YmZmH#CareerChange #FinancialServices #FinancialAdvisor
How a term-to-permanent life insurance contract conversion worksLife changes—your life insurance can, too. Discover how converting a term policy to permanent coverage can offer lifelong protection.
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.
Discover how an annuity can provide lifelong income and if one might be a good fit for you here: https://bit.ly/43NVXgMLet’s have a conversation about what type of annuity may fit your goals and preferred level of risk.
Is a Solo 401(k) or SEP IRA the better fit for you as a business owner? It depends on your priorities: higher contribution limits and flexibility or simple administration and ease of use. Go deeper here: https://bit.ly/4gR8mrN
Why do people stay at Thrivent? 🤔Because you can build a career that’s both financially rewarding and deeply purposeful (doing work that means more).Discover why our retention rate is above the industry average: thriventcareers.com/46ccOLr#Careers #FinancialServices #CareerGrowth #Thrivent
A SEP IRA can be an attractive retirement plan option, especially if your business has few or no employees. With limited administrative burden, tax advantages and flexibility, it could be the right fit for your personal and business' financial goals. Learn more here: https://bit.ly/4vddl9VLet's chat about all the retirement plan options available to you and find the one that best meets your needs.
A thoughtful succession plan can strengthen your business, support your team and prepare you for what's next. Discover the basics of succession planning here: https://bit.ly/44rq2mFLet’s start building a succession strategy that fits your vision.
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 Harvey, Jessica or Cade 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.
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:👉 Income in retirement👉 Risk-based options👉 Tax-deferred growth👉 Optional rider benefitsFor 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.
Thinking about purchasing an annuity and want to learn more? Start with these 3 resources:1) Discover annuity basics: https://bit.ly/4goM2pe2) Learn how annuities are taxed: https://bit.ly/4ozlVOi3) Explore different types of annuities: https://bit.ly/4vRyUgOFeel free to reach out with any questions you might have as you research. Here to be a resource for you.
Are your retirement savings on track?Want to help boost your 2025 tax savings? Let's connect to explore how you can balance your retirement goals with your day-to-day.
