September 2023

The Advantages of Being an Independent Professional in Life Insurance: Advocacy and Unlocking the Potential of Misunderstood Assets

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

Age Grid Worksheet

By: Todd S. Healy
Our own Todd Healy was recently thinking about upcoming major life events for his family. He started to plan those...
June 2021

Long-Term Care Resources | LTC Month 2022

By: C3 Financial Partners
Regardless of how family health has changed in recent years, we are still keeping our loved ones’ care in mind....
June 2021

Complete list of Coffee with C3 events

By: C3 Financial Partners
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?”

“What Keeps You Up at Night?” was the topic of discussion when Carolyn J. Smith and Celeste C. Moya presented...
September 2020

CAP® STUDY GROUPS Build Bonds and Bridges

By: C3 Financial Partners
Excerpt from CAP® Share Newsletter Issue 37, September 2020, American College of Financial Services Since its inception, the CAP® program...
July 2020

The Known/Unknown Value of Life Insurance | Life Settlements | Coffee with C3

We were honored to host our third webinar in our “Coffee with C3” series on July 16, 2020, titled...

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Securities offered through Valmark Securities, Inc. member FINRA, SIPC. Investment advisory products and services offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor.  Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.

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