Do you need life insurance? Questions to ask yourself & your familyWondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇Together, we can make sure your family is covered for the future.
Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how We can help you reach your retirement goals.See thrivent.com/social for important disclosures.
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.
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.
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. ⬇️
Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about.See thrivent.com/social for important disclosures.
6 common investing mistakes & how to avoid themWhat are common mistakes people make when investing?1️⃣ Lacking diversification2️⃣ Trying to time the market3️⃣ Investing with your emotions4️⃣ Ignoring fees and taxesFor more mistakes to watch out for and smart strategies to consider. 👇
Wondering if you should add a fixed annuity to your retirement strategy? Consider these possibilities:👉 You don’t pay taxes on your earnings until you withdraw your money, which helps your money accumulate even faster.👉 It could supplement other sources of guaranteed income, like Social Security or a pension👉 It could provide a stable and predictable income source to cover your essential expenses in retirement.To learn more about fixed annuities: https://bit.ly/4kBW6tN
Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared. Here are a few key things to keep in mind: • The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future. • Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts. • Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax. A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN
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.
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.
August 2026 Market Update: Strong economy, higher yieldsThe market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️
What is a variable annuity & how does it work?A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs.Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. Toledo Area Associates 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. ⬇️
There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/4jpD7Ss
What happens when your retirement savings need to last longer than expected? Annuities may help you guarantee a steady stream of lifetime income, but they aren’t one-size-fits-all. Explore how they work and what to consider before purchasing one: https://bit.ly/4goM2pe
How to offset inflation's impact on your retirement savingsInflation can sneak up fast, affecting how far your money can go each day. Many people are already feeling the impact of higher prices. Learn how to prepare and take steps to help your money stretch further in retirement. 👇
Grief changes everything, and the to-do list doesn’t stop.Empathy, a Thrivent member benefit, pairs you with a dedicated Care Manager to help navigate the practical and emotional realities of loss:✅ Funeral planning✅ Estate & account support✅ Grief resourcesMembers can also share this support with loved ones, extending care when it matters most. You don’t have to carry this alone. 💛Learn more: thrivent.com/empathy
