C3 Financial Partners

November 2022 Newsletter

Is Your Legacy Protected?

It is likely we will all need long-term care. In fact, someone turning age 65 today has a nearly 70% chance of needing some type of long-term care services.

Many of us may have experienced a long-term care event through a family member or friend and have personally seen how impactful it can be, both emotionally and financially.

For these reasons, long-term care is now at the center of many planning conversations. Even high-net-worth individuals, who can potentially self-fund long-term care expenses, are turning to long-term care insurance for the benefits that can be provided.

In our latest blog (at the link below), we look at the ins and outs of long-term care insurance.

Learn More

IRS Applicable Federal Rate Update

The rates continue to rise! To see the current rates, as well as the historical rates, you can view our AFR report at the link below.

See the AFR Report

ICYMI – Our October C&C Event

Missed our October C&C event where Dr. Alan Chiu of UT Southwestern Medical Center spoke on palliative care? We’ve got you covered!

You can view a recording of the fascinating and informative presentation by clicking here.

Upcoming Event

Coffee with C3 | Underwriting Realities

Thursday, December 8th – 8:30-8:45 AM CT

Did you know that even if your health is great, your family’s medical history can have an impact when you apply for life insurance?  This is just one reason having an insurance advocate in your corner is important.

Join us as Celeste Moya, Lisa Brown, and Suszanne Mutua discuss underwriting and the realities of the life insurance application process.


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