C3 Financial Partners

Complete list of Coffee with C3 events

C3 Financial Coffee Cup

C3 is hosting periodic 15-minute coffee breaks to discuss high priority issues and topics in the industry.

View past coffee breaks below and reach out to Rebecca Bates (rbates@C3fp.com) if you’d like to attend or share thoughts for future events.


Because You Asked – Pandemic and Politics in Life Insurance

October 21, 2021 at 8:30 AM Central Time
Hosted by Todd S. Healy and team

Todd, Carolyn, and Celeste will discuss how Covid-19 and Congress (potentially) have impacted life insurance products and the underwriting process. Reach out to rbates@c3fp.com if you are interested in attending.

“Behind the Curtain” with Life Insurance Planning | Part 2

April 27, 2021 at 8:30 AM Central Time
Hosted by Todd S. Healy and team

On our last Coffee with C3, we discussed some backstage events that occur when obtaining life insurance for our clients.  As a continuation of that call, we discussed the types of life insurance available. To watch the recording click here.

“Behind the Curtain” with Life Insurance Planning | Part 1

February 19, 2021 at 8:30 AM Central Time
Hosted by Todd S. Healy and team

Within our firm, we often talk about “front stage” and “backstage” activities. In this presentation, we shared some backstage events that take place “behind the curtain. To watch the recording click here.

Going in the Right Direction (Farther and Faster) Using the Compass

October 22, 2020 at 8:30 AM Central Time
Hosted by Todd S. Healy and team

We shared our experiences and results using the Compass when our clients and/or prospective clients procrastinate. To watch the recording click here.

The Known/Unknown Value of Life Insurance Life Settlements

July 16, 2020 at 8:30 AM Central Time
Hosted by Celeste C. Moya and team

Life insurance needs change, and sometimes a source of current liquidity can be more financially beneficial to a family than a future death benefit. We discussed the life settlement market and how it can be a valuable option in our current economic environment.  To watch the recording click here.

 

Long-Term Care & Our Tale of Three Mothers

June 25, 2020 at 8:30 AM Central Time
Hosted by Carolyn J. Smith and team

Carolyn walked us through the current long-term care (LTC) environment on planning for care. To watch the recording click here.

 

The Industry Impact of COVID-19

June 11, 2020 at 8:30 AM Central Time
Hosted by Celeste C. Moya and team

Celeste discussed the current impact COVID-19 has had on our industry, how to prepare for the next 6-9 months, and what to do right now. To watch the recording click here.

Coffee Break Hosts