Carolyn J. Smith, Senior Partner at C3 (formerly Texas Financial Partners), was recently invited to speak at the 2017 Indaba Conference, organized by Lion Street. The Indaba Conference is an annual event designed to bring together leaders in the insurance and estate planning industry in order to share ideas and best practices that will help them provide superior service to their clients.
Smith, a founder of Lion Street, presented a case study called “Integrating Life Insurance to Maximize Retirement and Estate Planning Goals.” The case study illustrated how financial professionals, working as a collaborative team, identified and implemented strategies to help a client achieve their retirement goals while increasing the wealth transferred to the family by 53%.
The word Indaba comes from South Africa and describes a gathering of tribal leaders to discuss what is best for the community. Lion Street has been hosting these Indaba conferences for over eight years as part of its effort to raise the bar in insurance and estate planning. Lion Street is a leading financial services company based in Austin, Texas that is comprised of over 150 owner-firms across the nation. Lion Street provides independent life insurance portfolio managers and financial advisors access to financial products, intellectual capital and specialized resources they need to meet the sophisticated needs of high net-worth clients.
C3 Financial Partners is pleased to see a growing number of women excelling in the wealth management industry and we are proud to include women leaders on our team. Gary Stallard, principal says of Smith, “At C3, we feel privileged to have Carolyn on our team. Not only does she have a unique skill set as both a CPA and a top professional in the insurance industry, but she is also exemplary of the up and coming women in our industry. She is a shining example of a woman in a leadership role in an industry which has traditionally been dominated by male executives. With Carolyn’s leadership, we are assisting a much larger client base to gain access to top level advice from someone of their own gender.”
C3 Financial Partners is pleased that Smith had the opportunity to share her knowledge with this prestigious group of industry professionals.