C3 Financial Partners

The Importance of Policy Reviews

Many people do not view life insurance as an asset, and therefore, it is often an overlooked part of their financial plan.  Watch this brief video to understand the impact of neglecting a life insurance portfolio and the importance of regular policy reviews.

Want more information?  Click here for additional details on how C3 Financial Partners can show you a way to provide clarity, confidence, and coordination for you and/or your clients when it comes to a life insurance portfolio.

If you would like more information on this, or other life insurance planning topics, please contact Celeste.