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

SECURE 2.0 Opportunity: Secure and Transfer Wealth

March 2023
SECURE 2.0 Opportunity: Secure and Transfer Wealth The SECURE Act 2.0 made significant changes to the rules for IRAs and employer...
February 2023
At first glance, based upon cost, it is easy to understand why someone considering life insurance would be most interested in...
January 2023
Wednesday, February 1, 2023 Noon – 1:00 p.m. CST Zoom Virtual Meeting Room This presentation details how building a values-based and...
February 2023
When to Use Term and Permanent Life Insurance As William Shakespeare once wrote, “To term or not to term? That is...
March 2023
The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was signed into law on Dec. 26, 2022, as part...
January 2023
It’s Time to Assess Premium Financing Arrangements Over the past decade, a common method to fund permanent life insurance was to...
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...
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