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May 2025
Smarter Lens on Life Insurance: What RIAs and Family Offices Need to Know
By:
Carolyn J. Smith
For many wealthy families, life insurance is a familiar presence in their financial lives, but not necessarily a well-understood one.
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October 2022
Supportive and Palliative Care: Focusing on What Matters Most | C&C with Dr. Alan Chiu
By:
C3 Financial Partners
Read the full video transcription Todd: Good Morning/Afternoon, my name is Todd Healy with C3 Financial Partners. On behalf...
February 2022
The Central Role of Family Legacy and Family Governance in Today’s Estate Planning | Consume & Converse with Tom Rogerson
By:
C3 Financial Partners
Back to the Future: The Central Role of Family Legacy and Family Governance in Today’s Estate Planning Before there were...
January 2022
Because You Asked – Pandemic and Politics in Life Insurance Part 2 | Coffee with C3
Todd, Carolyn, and Celeste continue their discussion on how Covid-19 and Congress (potentially) have impacted life insurance products and the...
November 2021
The Art of Aging: A Prescription for Mind and Body | C&C Event Series
By:
C3 Financial Partners
In this talk, Catherine breaks down the science of thought and shows how our mindset—or thought pattern—exerts a substantial influence...
October 2021
Because You Asked – Pandemic and Politics in Life Insurance | Coffee with C3
By:
C3 Financial Partners
On this edition of Coffee with C3, Todd, Carolyn, and Celeste discussed how Covid-19 and Congress (potentially) have impacted life...
October 2021
Return on Legacy: Leaving an Inheritance of Wisdom for the Next Generation | C&C Event Series
By:
C3 Financial Partners
C3 Financial Partners’ September C&C (formerly titled Consume and Converse) event featured Jim Whiddon, author, Texas A&M professor, and CEO...
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