C3 Financial Partners

September 2023 Newsletter

Who Does Your Life Insurance Advisor Work for?

Those seeking clarity on purchasing life insurance and having their policies serviced for decades in the future have a choice of how to access the life insurance market.

One way to access the market is through a career agent who typically represents one life insurance.  The other way is with an independent broker, who represents their clients and not any one life insurance company.

In our latest blog, we explain the difference in more detail and share why we believe it is critically important to work with an independent broker, like C3 Financial Partners, when addressing what may be someone’s largest unmanaged and least understood asset.

At C3 Financial Partners, our experienced team’s independence is our clients’ and their advisors’ advantage.

Learn More

IRS Applicable Federal Rate Update

There was a slight increase in the AFR rates for September.  To see the updated rates, head to the link below.

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

See the AFR Report

C3 Financial Partners in the Community

We are often brought in by clients and their advisors to help with philanthropic planning.  This work is gratifying as it ties into our belief in the importance of giving back.

For example, our own Todd Healy is a member of the Board of Trustees of the Dallas Jewish Community Foundation (DJCF).

That’s why we are excited to be a sponsor for the DJCF and Southwest Community Foundation’s Professional Advisors Seminar this year.  More information about the event can be found at the link below.

More About The Event

You Are the Company You Keep

Members of the Robin Glen team recently came to Dallas to discuss our strategic partnership and the ways we can work together to offer the best advice, management and service to our clients and their advisors.

We have highlighted in past issues how this partnership is already paying dividends and look forward to sharing more exciting developments in the future.

Robin Glen is not affiliated with Valmark Securities, Inc. and Valmark Advisers, Inc.

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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