Insights
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. ⬇️
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.
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.
There is a path for you to become a financial advisor (whatever your personality).Different clients prefer different kinds of financial advisors (all who deliver meaningful, purpose-driven financial advice).Discover more about the financial advisor career here: thriventcareers.com/4jhB4Dp
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. ⬇️
Should you get life insurance in your 20s? 5 reasons to consider itLife insurance may not be the first thing that comes to mind in your 20s. But did you know it can be more affordable when you’re younger and healthier?Here are some reasons to consider purchasing life insurance at an earlier age. ⬇️
Put your savings to work for what’s nextYou've worked hard to build your retirement savings—now help them work smarter for you. Retirement may last longer than you think, so the choices you make today can help you prepare for what’s next.Explore strategies that can help turn your savings into reliable income and help you feel more confident in the years ahead. ⬇️
If you’re age 55 or older, you may be able to access your 401(k) early. Reach out to learn more about the rule of 55 and how it may impact your retirement planning. See thrivent.com/social for important disclosures.
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.
Disability income insurance: What it is & how it worksDisability insurance can protect your most valuable asset – your ability to earn an income. Here are important things to know about disability income insurance. ⬇️
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.
Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how Harvey, Jessica or Cade can help you reach your retirement goals.See thrivent.com/social for important disclosures.
Are you at full retirement age? Reach out to learn more about taking full Social Security benefits at age 67. 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.
Love the work you do (while making an attractive income).Find purpose, growth and a team of people invested in your success.Discover more about the financial advisor career: thriventcareers.com/4cIdiwn#CareerChange #FinancialServices #FinancialAdvisor
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.