Thrivent Financial for Lutherans - Planning: Tools and Services

Planning Tools & Services > Life Events > Passing on Your Legacy

Passing on Your Legacy

You've worked a lifetime to get where you are. You've built your estate, and it's something to be proud of. With proper planning, you can be sure your estate will pass to your heirs, your church or your favorite charities—the way you want it to.

Thrivent Financial for Lutherans offers products and services that can help you pass on your legacy.

Annuities

___	Flexible premium deferred variable annuities offer multiple death benefit options. 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 provides death benefit proceeds that can help offset portions of your estate that may be lost due to taxation, helping to ensure that your legacy is passed on to future generations.
___	Life insurance proceeds can also be designated for the charity of your choice, helping the charity to achieve its goals and objectives.
___	Long-term care insurance helps protect your assets from being depleted due to the high costs of long-term care, allowing you to transfer your assets to family and charities as planned.

Banking

___	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 nest egg while establishing a financial roadmap that matches your legacy goals and dreams.
___	Estate strategies are important, no matter what size your estate, to ensure that your estate passes to your loved ones according to your wishes.
___	Estate Protection Services help you create a plan that fits your needs.
___	Charitable giving strategies help you gain tax-saving benefits while continuing a particular cause or interest after you're gone.
___	Retirement planning: Learn more about the transfer phase.
___	Seminars offer more in-depth information about estate strategies.

Fraternal

___	GivingPlus Program: A gift to a favorite Lutheran educational institution or outreach ministry organization can accomplish even more when a member's financial gift is supplemented by Thrivent Financial for Lutherans.
___	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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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!