February 2026

When “We’ll Just Pay for It” Isn’t Actually a Plan

The estate planning meeting had gone well. Trusts structured.  Gifting strategy mapped.  Business continuity documented.  Tax liability addressed.  Everything coordinated between the attorney, the wealth manager, and the CPA. Then someone asked the question that hadn’t been on the agenda. “What happens if Dad needs long-term care?” The room went quiet. Not because anyone thought […]
C3 Financial Partners
May 2023

NEW Best Interest Rules for Life Insurance | Coffee with C3

Watch our latest Coffee with C3, our series which consists of brief, periodic “coffee breaks” to share timely industry information....
April 2023

Todd S. Healy on the “Rogers That, Sell without Selling out” Podcast with Rogers Healy

Rogers Healy hosts his father, Todd Healy, on his podcast titled, “Rogers That, Sell without Selling out.”  They discuss Todd’s...
March 2023

Celebrate April Fools Day with C3

April Fools! C3 has fun everyday – but today we thought you might like to see our funny and sometimes...
January 2023

Return on Culture | C&C with Michael Kiolbassa

Wednesday, February 1, 2023 Noon – 1:00 p.m.  CST Zoom Virtual Meeting Room This presentation details how building a values-based...
December 2022

Happy Holidays 2022

From the C3 Financial Partners team, we wish you a very happy holiday season!
November 2022

Underwriting Realities | Coffee with C3

Watch our latest Coffee with C3, our series which consists of brief, periodic “coffee breaks” to share timely industry information....

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