Greater Ozarks Associates - Thrivent

09/02/2026

A new baby can change your everything (including your finances).​

Let’s review your life insurance coverage to help make sure your growing family is protected.​

See thrivent.com/social for important disclosures.

09/02/2026

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

09/01/2026

Experience a big life change recently?​

Important milestones could merit revisiting your life insurance coverage amount and type.​

Let's have a conversation about whether your current coverage is keeping up with your lifestyle.​

See thrivent.com/social for important disclosures.

09/01/2026

Did you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are 3 reasons to insure them now. ⬇️

There’s so much to think about when your family is growing. Whether you’re a new parent through birth, adoption or marriage, the what-ifs may fill your mind and keep you up at night. Are you doing everything you can to protect your child—and what if there’s more you could do?

09/01/2026

How many times have you seen someone worry about finances while grieving the loss of a loved one?

With life insurance, families can protect their financial futures—so they can focus on grieving and healing together during times of loss.

Let’s connect and discuss how life insurance can be tailored to your needs.

See thrivent.com/social for important disclosures.

09/01/2026

The right life insurance policy helps ensure your legacy supports those you love and the causes you care about. But how much do you need and what type is right for you? Find out here: https://bit.ly/4779hhg

08/31/2026

What if your ability to work as a business owner was impacted due to illness or injury?

Disability income insurance helps replace part of your income if you get sick or hurt and are unable to work for a period of time. And there are coverage options available for business owners.

Explore how disability income insurance could help protect your livelihood as a business owner: https://bit.ly/4gPbi8e

08/30/2026

A SEP IRA can be an attractive retirement plan option, especially if your business has few or no employees. With limited administrative burden, tax advantages and flexibility, it could be the right fit for your personal and business' financial goals. Learn more here: https://bit.ly/4vddl9V

Let's chat about all the retirement plan options available to you and find the one that best meets your needs.

08/27/2026

A thoughtful succession plan can strengthen your business, support your team and prepare you for what's next. Discover the basics of succession planning here: https://bit.ly/44rq2mF

Let’s start building a succession strategy that fits your vision.

08/26/2026

Your business depends on the people who help it thrive every day. Key person life insurance can help protect your company from the financial impact of losing a critical team member. Discover how it can help safeguard your business and support continuity when it matters most: https://bit.ly/4eXRvkE