June 2026

The Review Nobody Makes You Do

Many life insurance reviews begin with a problem. A death in the family.  A tax question.  A notice from the carrier that arrives out of nowhere.  A  conversation with an attorney that turns up something no one has looked at in years. By then, the review is typically already happening under pressure. In our opinion, […]
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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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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