Keith Mason - Thrivent

You’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.

Wealth transfer Maximize your impact with a financial strategy that minimizes taxes.

The 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. ⬇️

August 2026 Market Update: Strong economy, higher yields Strong economic growth, broadening market leadership and attractive bond yields remain key market themes.

Just like a garden, great things grow with community. That's why your vote matters in Thrivent’s Live Generously®️ T-shirt vote. We need your help choosing this year's
design! Voting is open from Aug. 10-16.

To submit your vote: https://bit.ly/4c67gFm

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.

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Trillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer.

Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about.

It can also help you:
• Align your assets with what matters most.
• Set clearer expectations for loved ones.
• Reduce uncertainty with intentional planning.

Discover how to help secure your legacy for your loved ones ⬇️

The great wealth transfer: What baby boomers need to know Use estate planning, trust strategies and tax‑smart moves to pass wealth with clarity and set future generations up for lasting security.

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

Licensed and ready for more? Find your opportunity at Thrivent.​

Our financial advisors provide meaningful money guidance to clients. Plus, they enjoy lucrative income, advancement opportunities and industry-leading support.​

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As a Thrivent financial advisor, you can grow your own business with the resources of a Fortune 500 company. This is a career that provides the autonomy you want and the support you crave. Discover how you can build and grow your own practice doing deeply meaningful work: thriventcareers.com/4uDYy8u

This is how you’re set up to succeed as a Thrivent Virtual Financial Advisor:​

• Get stable income while you enjoy a flexible work arrangement.​
• Follow a structured development plan with intentional support.​
• Lay the foundation for your long-term success helping clients we bring to you.​

Discover a career where your success is our priority: thriventcareers.com/4oON00g

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