C3 Financial Partners

“Behind the Curtain” with Life Insurance Planning | Coffee with C3 Financial Partners

C3 Financial Partners helps clients preserve family wealth and business success by offering life insurance as a planning tool, guided by deep expertise, with a strong commitment to client continuity.

Watch the recording of our most recent Coffee with C3!

“Behind the Curtain” with Life Insurance Planning | From Underwriting to Insurance Company Issues

Join us for our next Coffee with C3, our series which consists of brief, periodic “coffee breaks” to share timely industry information.

Within our firm, we often talk about “front stage” and “backstage” activities. We would like to share with you some backstage events that take place “behind the curtain.”

If you have a specific question you would like to submit to our team, please email info@c3fp.com.

Feedback on our February 2021 Coffee with C3

“Enjoyed this morning’s C3 coffee. As usual, you 3 were super. It’s good to start my day with you. Carolyn summed up perfectly what’s going on in both your world and my world: ‘It doesn’t get any better than right now.’ In the world of tax law, we know what’s coming. Time is of the essence to take advantage of the ‘Golden Age of Estate Planning.’ Well done!”

“That was incredible! Very well done. Wow, the expertise of the three of you really shines through when you are together.”

Individuals and businesses, even nonprofits, engage us to identify, prepare for, and manage some of the risks they can't control.

Senior Vice President, Lion Street Private Client Group