Thrivent Financial for Lutherans - Planning: Tools and Services

Planning Tools & Services > Life Events > Entering Retirement

Entering Retirement

All your life, you've worked hard. You've set goals, you've planned…and now it's time to enjoy. Maybe you'd like to volunteer more, or travel—or just spend more time relaxing at home.

Retirement can be all those things, if you've prepared well. It's also important, during this time, to manage and protect the retirement assets you've accumulated. Thrivent Financial for Lutherans has products, services and benefits that can help you as you enter your retirement.

Your Accounts

___	If you're changing your address, remember to notify Thrivent Financial for Lutherans to make sure all your accounts are up-to-date.
		Call the Customer Interaction Center at 800-847-4836.
		Edit My Information: If you already have online access to your insurance and annuity accounts, you can update your information online and get forms to change your beneficiary.
		Thrivent Mutual Funds: If you have online mutual fund account access, you can also update your information online.
		Call Thrivent Financial Bank toll-free at 866-226-5225 or e-mail bank@thrivent.com.

Annuities

___	Immediate annuities can manage annual required minimum distributions into a flow of income to help cover your living expenses throughout the year.
___	Flexible premium deferred variable annuities help protect against the possibility of outliving your retirement savings. With a variable annuity, you choose how to allocate your premiums among a variety of stock and bond investment portfolios and fixed accounts.

Insurance

___	Permanent life insurance includes cash value that can be accessed to supplement other retirement income, while the coverage can be used to provide additional income to a surviving spouse, pay off debt, pay increased income taxes that can result, pay any resulting estate taxes, or create a charitable gift at the time of your death.
___	Long-term care insurance helps protect your assets and income from the high costs of long-term care by providing benefits to help pay for that care.
___	A Medicare supplement insurance contract can help to cover the costs that Medicare alone does not cover, such as deductibles and co-payments.

Investments

___	Mutual funds from Thrivent Investment Management Inc. can accommodate many different investment strategies.

Banking

___	Certificates of deposit (CDs), from Thrivent Financial Bank, offer competitive rates with many term options to meet your needs.
___	Fraud protection: Make sure your financial transactions are safe and secure.
___	The trust and investment management department of Thrivent Financial Bank, offers a wide variety of services to help manage your assets, as well as create the financial legacy you want for those people or causes you cherish.

Planning Tools & Services

___	A LifeMap® Financial Plan can help you determine how to protect your retirement net egg, through the development of a comprehensive financial plan.
___	Retirement planning: Learn more about the protection and distribution phases.
___	Rollover IRAs: Take control of your retirement assets.
___	Education Center: Find helpful articles about retirement.
___	Seminars offer in-depth information about topics such as retirement and long-term care planning.

Fraternal

___	The Chapter System of Thrivent Financial for Lutherans is a way to give back to your church and community through volunteerism.
___	Locate your local chapter.
___	Your Will Planning Guide, available online in Members/Chapters, can help you begin the process of creating a will. (First-time users will need to register.)
___	Educational and informational benefits are available to members at no cost.
___	Order benefits online in Members/Chapters. (First-time users will need to register.)

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Locate Your Financial Representative

Your Thrivent Financial representative is there to answer your questions about life insurance or investments as you plan for one of the biggest purchases you'll ever make—your home. Call or e-mail your financial representative today!