About Me
How old am I?
41
What is generally the cheapest kind of Life Insurance?
Term
What kind of organization is Thrivent?
Not-for-Profit. We have a common bond of Christianity.
What is a Roth IRA?
It is an account that you put money into after taxes and when you take out the money it comes out tax FREE!
What is Financial Planning?
An service that provides financial advice recommendations for your situation.
What is my wife's name?
Jillian
What does Disability insurance protect?
Your income
What is a Thrivent Action Team?
$250 of seed money to help you be more generous. (plus it comes with t-shirts)
How are 401k and Trad. IRA's taxed?
the money you put in gives you a tax deduction. But when you take the money out that is when you pay the taxes.
What is the age range that you can take Social Security?
62-70 years old
How many pets do i have?
2 cats
Does Long-Term Care insurance pay for care at home if you need it?
Some, yes. Thrivent LTC does.
What is 2025 total payout to clients with membership?
564 Million! $432 in dividends and $132 in nonguaranteed annuity and life insurance policy enhancements.
The stock market is at all time highs, should I start investing now?
Yes!
What day is that last day that I can contribute to my Roth IRA?
What was my major and minors in college
Major - Organizational Management
Minor - Marketing & Coaching (Basketball)
What are the 3 main types of Life insurance?
Term
Universal Life
Whole Life
Who owns Thrivent?
Our Members
What is a Roth Conversion?
When you take money from a pretax account and move the money to a post tax account and you pay the tax on the converted amount.
How is an HSA taxed?
contributions are a tax deduction, growth taxes are deferred, and withdrawals are not taxed if used for qualifying health expense. NEVER TAXED!
What led me to work at Thrivent?
Dad passing. and because my parents planned i was part of the conversation and being asked if i would like to be a financial advisor. (AKA- a higher power)
What life insurance is the best?
The best life insurance is what is best for your situation? The best insurance is the appropriate amount that you need. No one ever asked me while i was delivering a death claim to a beneficiary "what kind of life insurance was this" it's always "how much"
When did Thrivent start?
1902-AAL
1927 Lutheran Brotherhood
2002 -Merge Thrivent
How much money do you need for retirement?
Will the Vikings win the Super Bowl Ever?
probably not.