June 2022

Protect Your Blended Family

By: C3 Financial Partners
Almost 100 million people are part of a blended family — that’s 1 out of 3 Americans!  Blended families are typically a result of divorce and have financial obligations requiring settlement payments.  What happens if you become disabled, or die, and can no longer meet those financial demands?  Disability and life insurance proceeds could replace […]
C3 Financial Partners

Our Insights

June 2022

Are You Prepared for an Unexpected Medical Event?

Many of us may have experienced a long-term care event through a family member or friend and have personally...
June 2022

Protect Your Blended Family

Almost 100 million people are part of a blended family — that’s 1 out of 3 Americans!  Blended families are...
May 2022

What are Smart Advisors Doing to Help their Clients Prepare for the Inevitable? | C&C with Mindy Jones

No one plans for their health assets and lets the “system” dictate care choices for themselves and their loved ones....
May 2022

When Was the Last Time Your Policy Was Reviewed?

Without active management, life insurance can become a client’s largest unmanaged asset.  When a comprehensive review is completed, there are...
April 2022

What Do a Canoe and a Business Have In Common?

There are 2 times you can get in trouble — getting in and getting out! Curious, how many canoes do...
April 2022

Who Do You Want to Receive Your Money – IRS, Family, or Community?

Most of our clients have three objectives: They want to minimize taxes; They want to maximize the amount that goes...
March 2022

The Firm Behind the Firm with Brian Bonifant | Coffee with C3

Brian Bonifant joined us to discuss the importance of working with a firm that has the tools & resources available...
March 2022

Life Insurance As a Powerful Tool – It’s Time to Consider a SLAT

The Federal debt has more than doubled in the last 10 years.  And economists expect it will continue on this...
February 2022

The Central Role of Family Legacy and Family Governance in Today’s Estate Planning | Consume & Converse with Tom Rogerson

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...
December 2021

Six Word Memoirs | 2021 Book Recommendation

What a ride the last two years have been!  We think A Terrible, Horrible, No Good Year, a journal of...
December 2021

Who Will Be President When You Die?

Have you given any thought to who will be President when you die? Most of us have not. Many of...
November 2021

Carolyn Smith Moderates at the Fall 2021 XPX Summit

“Finding Your Path” was the theme of San Antonio’s recent 4th Annual XPX (Exit Planning Exchange) Summit.  Six panels of...
November 2021

The Art of Aging: A Prescription for Mind and Body | C&C Event Series

In this talk, Catherine breaks down the science of thought and shows how our mindset—or thought pattern—exerts a substantial influence...
November 2021

Todd Healy joins Les Winston on Route 664 | C3 Financial Partners

Les: Hello and welcome to today’s edition of Route 664, The Road to Human Kindness.  I’m Les Winston, I’m the...
October 2021

Because You Asked – Pandemic and Politics in Life Insurance | Coffee with C3

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

C3 Financial Partners’ September C&C (formerly titled Consume and Converse) event featured Jim Whiddon, author, Texas A&M professor, and CEO...
September 2021

Will Your Life Insurance Hit A Wall? | Ted Oakley Interviews Todd S. Healy

Tremendous changes in the life insurance landscape should cause insureds to really understand what they own. We invite you to watch...
September 2021

Eversprint Interview with Carolyn & Malcolm

Our San Antonio Senior Partner, Carolyn Smith recently joined Malcolm Lui , Managing Member of Eversprint, to share how she...
August 2021

My Mother-in-Law’s Policy “Died” Before She Did

My mother-in-law is 98 years old. That's the good news. The bad news is that her life insurance policy died...
June 2021

Complete list of Coffee with C3 events

C3 is hosting periodic 15-minute coffee breaks to discuss high priority issues and topics in the industry. View past...
May 2021

3 Effective Tips to Get More Hours Back in Your Day | Consume & Converse with Fereshteh Fattaahi

When your feet hit the ground running in the morning, you already know you don’t have enough hours in the...
April 2021

“Behind the Curtain” with Life Insurance Planning – Part 2 | Coffee with C3

On our last Coffee with C3, we discussed some backstage events that occur when obtaining life insurance for our clients. ...
March 2021

Internal Team Experiences: Going in the Right Direction (Farther and Faster) Using the Compass

We hosted our fourth 15-minute webinar of the “Coffee with C3” series in October, “Going in the Right Direction (Farther...
March 2021

External Client Experiences: Going in the Right Direction (Farther and Faster) Using the Compass

With the colder weather upon us, it seems like coffee is powering us all through the day, and “Coffee with...
March 2021

C&C with Philip Cubeta | Engaging and Conducting Conversations of Philanthropy in Turbulent Times:  Helping Boomers Hit Their Home Run Legacy

Who is your giving tribe?  If your family had a crest, what would be your motto?  Is there something else...
February 2021

“Behind the Curtain” with Life Insurance Planning | Coffee with C3 Financial Partners

C3 Financial Partners helps clients preserve family wealth and business success by offering life insurance as a planning tool, guided...
December 2020

Video Playlist

Watch our video content in order.  Starting with our 2020 vision, all the way to life insurance and philanthropy.  Have...
October 2020

The Gift That Keeps On Giving Long After We Can’t | Life Insurance in Philanthropy

Philanthropy, at any level, demonstrates the passion a donor has for a specific cause. But at the donor’s death, those...
September 2020

Estate Taxes & Your Heirs

The estate tax has long been a controversial topic. What can you do to maximize what you leave your heirs...
August 2020

Celeste C. Moya’s Story | C3 Financial Partner Highlights

C3 Partner, Celeste C. Moya sits down to share how she found her way to the life insurance industry. Celeste...
August 2020

Planificación Para Ciudadanos Globales | C3 Financial Partners

El interés de los extranjeros en invertir en los EE. UU. ha seguido aumentando. Pero, ¿están conscientes sus clientes extranjeros...
August 2020

Global Citizens Planning | C3 Financial Partners

Foreigners’ interest in investing in the U.S. has continued to increase. But are your foreign clients aware of their potential...
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...
July 2020

Long-Term Care & Our Tale of Three Mothers | Coffee with C3 Financial Partners

It was a pleasure to share “Our Tale of Three Mothers” during our June 23, 2020 “Coffee with C3”. We...
June 2020

COVID-19’s Current and Future Impact to Life Insurance | Coffee with C3 Financial Partners

Celeste C. Moya shared “The Industry Impact of COVID-19” during our June 11, 2020 “Coffee with C3”. We discussed how...
June 2020

Protecting Insurability

Most people assume they will always have the option to obtain life insurance. However, there is a possibility that you...
May 2020

Life Stage Awareness

Have you stopped and asked yourself, “where am I in the wealth life stages of life?”  Do you know what those...
April 2020

Heir Quality

Many families do not properly prepare their heirs for significant transfers of wealth. The same way that we are concerned...
March 2020

Shared Ownership = Shared Risks

Do you hope to pass down your home, family business, or other real estate to the next generation? An often-overlooked...
February 2020

The Importance of Policy Reviews

You don’t buy life insurance because you’re going to die. You buy life insurance because someone you love is going...
January 2020

Our 20/20 Vision

In announcing the formation of C3 Financial Partners, we believe the timing could not be better. We are often asked,...
May 2019

George Nichols and Todd Healy Talk about the CAP® Study Group Program and the Importance of Philanthropy in Advising

Recently, George Nichols III, the new President and CEO of The American College of Financial Services, visited Dallas to hear...
May 2019

CAP® Alumni Luncheon Focus Group

Recently, we were privileged to host the president of The American College®, George Nichols, III. He has an extremely interesting...
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*Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. This site is published for residents of the United States only.  Representatives may only conduct business with residents of the states and jurisdictions in which they are registered.  Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined.  Not all of the services referenced on this site are available in every state and through every advisor listed.  For additional information, please contact C3 Financial Partners at info@c3fp.com.

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