C3 Financial Partners

March 2024 Newsletter

A Peek Backstage

We are believers that by providing transparency, clients gain clarity and can then have more confidence when it comes to the life insurance planning process.

Our blog this month was written with this concept in mind. Click the link below to take a tour “backstage” and see the inner workings of how life insurance works. By understanding how life insurance companies operate to achieve policy benefits, prospective policyholders and their advisors can make better decisions.

At C3 Financial Partners, we look forward to helping our clients gain clarity in their goals and objectives, confidence that they are making the right decisions, and providing coordination with their other advisors.

 

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IRS Applicable Federal Rate Update

For the second straight month, the latest update to the AFR rates saw increases in all of the short-term, mid-term, and long-term rates. To see the updated rates, head to the link below.

And please note – you can access the link on our homepage to check current and historic AFR rates at any time!

See The AFR Report


 

Imagine a New Future


Our founder, Todd Healy, recently read an article that helped him understand a new way to break out of the planning rut.

You can read his thoughts on why it’s never too late to reimagine a new future for yourself at the link below.

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Securities offered through Valmark Securities, Inc. member FINRA, SIPC.  Investment advisory products and services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor.  Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.  C3 Financial Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

The information presented here is for educational purpose only and is not intended to provide specific advice or recommendations for any individual nor does it take into account the particular investment objectives, financial situation or needs of individual investors. This material is not intended to provide and should not be relied on for tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated.

 

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

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