C3 Financial Partners

Clarity

Understanding and respecting your legacy and business planning objectives.

Confidence

Best measurement of informed decisions, wise actions, and fulfilled goals.

Coordination

Assurance of a successfully implemented plan.

Clarity·Confidence·Coordination

Because, In Our
Experience

Many people don’t continue their planning due to lack of clarity, confidence, and coordination. The planning often involves integrating life insurance to help clients achieve their personal, business, and philanthropic goals.

  • Wealth & Business Transfer
  • Advanced Life Insurance Solutions
  • Charitable Planning
  • Global Citizens Planning
  • Longevity Planning
  • Life Insurance Portfolio Management

Our
Insights

Interest Rates Have Spiked: It is Time to Assess Premium Financing Arrangements

January 2023
Wednesday, February 1, 2023 Noon – 1:00 p.m. CST Zoom Virtual Meeting Room This presentation will detail how building a values-based...
January 2023
It’s Time to Assess Premium Financing Arrangements Over the past decade, a common method to fund permanent life insurance was to...
December 2022
In his hit song, “The Older I Get,” American singer and songwriter Alan Jackson sings that the older he gets,...
December 2022
Our own Todd Healy was recently thinking about upcoming major life events for his family. He started to plan those events...
January 2023
Over the past decade, a common method to fund permanent life insurance was to finance the premiums and to take advantage...
December 2022
Plan to Enjoy Your Last 8,000 Days The years after turning 65 are no longer short in duration and lived in...
December 2022
From the C3 Financial Partners team, we wish you a very happy holiday season!
November 2022
Is Your Legacy Protected? It is likely we will all need long-term care. In fact, someone turning age 65 today has...
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