September 2023
Life insurance can be a crucial financial tool that provides protection, security, and peace of mind for families and businesses.  However, it is also often an unmanaged and least understood asset.  Clients and their advisors often require guidance to navigate the complex landscape of evaluating policies and their options.  An independent life insurance broker can […]
C3 Financial Partners
December 2022
Our own Todd Healy was recently thinking about upcoming major life events for his family. He started to plan those...
June 2021
Regardless of how family health has changed in recent years, we are still keeping our loved ones’ care in mind....
June 2021
C3 is hosting periodic 15-minute coffee breaks to discuss high priority issues and topics in the industry. View past...
January 2021
“What Keeps You Up at Night?” was the topic of discussion when Carolyn J. Smith and Celeste C. Moya presented...
September 2020
Excerpt from CAP® Share Newsletter Issue 37, September 2020, American College of Financial Services Since its inception, the CAP® program...
July 2020
We were honored to host our third webinar in our “Coffee with C3” series on July 16, 2020, titled...
FINRA Broker Check