Insights
Your commitment to serve can shape what’s next.Skills you strengthened through military service can continue making an impact in a financial advisor career, helping clients navigate important decisions and work toward meaningful goals.See where your strengths could lead at Thrivent: https://thriventcareers.com/4dW6z2v
Portfolio diversification: Importance, benefits & how to startIs your portfolio diversified? Having a mix of investments can help you manage risk, reduce volatility and build a reliable foundation for your long-term financial goals. Here are 4 primary components to help you diversify. ⬇️
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.
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
While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose.Consider these charitable giving strategies: https://bit.ly/3IZ1x9f
Some careers offer a paycheck. Others offer the opportunity to build something great.As a Thrivent financial advisor, you can do meaningful work while building a practice that is supported by a network of peers and the strength of a Fortune 500 company.Explore your next opportunity: https://thriventcareers.com/4dSlSJs
If you’re interested in understanding what today’s economy could mean for your financial life, watch Thrivent’s recent Q4 Market & Economic Update: https://bit.ly/4eh5DWv Key takeaways:☑️ The economy remains solid, but inflation and higher rates still affect consumers.☑️ AI is reshaping the economy and helping drive recent market growth.☑️ As change accelerates, stay grounded in your long-term goals.As financial advisors,, our role is to help you understand what these trends could mean for you, adjust your strategy when needed, and keep your goals in sight. Reach out if you have questions or want to take a fresh look at your approach.
Big news: $605 million is going back to Thrivent clients with membership in 2027 in the form of dividends and nonguaranteed policy enhancements. 🎉Our consistent ability to provide this total payout reflects our company's long-term financial strength and stability.Delivering value to clients is one of the most tangible ways we fulfill our purpose and member-owned advantage.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.
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.
Updating your life insurance: 7 life events that may affect your coverageIf you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️
The benefits of life insurance: What you need to knowThere are 7 key benefits of including life insurance in your overall financial strategy. Want to discuss further? Let's set up time to talk more about your life insurance options.
Rapid advances in AI and semiconductor chips could reshape markets in the months ahead. Add an unsettled geopolitical landscape, and more surprises may be on the horizon. Learn what Thrivent Chief Investment Strategist Steve Lowe is watching: https://bit.ly/4eh5DWv
Ready to level up your investing knowledge? Start with these 3 articles:1) How inflation impacts investments: https://bit.ly/4e0pR7i2) Investing in volatile markets: https://bit.ly/4efTwZ03) Strategic asset allocation: https://bit.ly/4e4Wcdh
Basics of a financial plan: What it is & getting startedFeel like financial responsibilities are pulling you in different directions? A financial plan can help you connect the dots between where you are, where you want to go and what matters most along the way.
Did you know life insurance can do more than just provide a death benefit? It also can help you build wealth during your lifetime and help your family build generational wealth after you pass away. Learn more here: https://bit.ly/3zAzMyO
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
The best career path is the one that fits you.Some people want to build their own business. Others thrive as part of a team or crave structure to launch their career. That's why Thrivent offers more than one way to become a financial advisor.Find the path that's right for you at: thriventcareers.com/3SXIt07
Charitable giving & financial planning: Strategies to maximize impactIf giving is important to you, consider a strategy that maximizes your charitable impact.
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.
Future you is giving you a high five.Getting life insurance in your 20s may help you lock in lower premiums and build financial protection early for your loved ones.Let's make life insurance make sense for your finances now and in the future.See thrivent.com/social for important disclosures.