September 2021
Tremendous changes in the life insurance landscape should cause insureds to really understand what they own. We invite you to watch this...
C3 Financial Partners

Our Insights

September 2021
Tremendous changes in the life insurance landscape should cause insureds to really understand what they own. We invite you to watch...
September 2021
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 is 98 years old. That's the good news. The bad news is that her life insurance policy died...
June 2021
C3 is hosting periodic 15-minute coffee breaks to discuss high priority issues and topics in the industry. View past...
May 2021
When your feet hit the ground running in the morning, you already know you don’t have enough hours in the...
April 2021
On our last Coffee with C3, we discussed some backstage events that occur when obtaining life insurance for our clients. ...
March 2021
We hosted our fourth 15-minute webinar of the “Coffee with C3” series in October, “Going in the Right Direction (Farther...
March 2021
With the colder weather upon us, it seems like coffee is powering us all through the day, and “Coffee with...
February 2021
C3 Financial Partners helps clients preserve family wealth and business success by offering life insurance as a planning tool, guided...
December 2020
Watch our video content in order.  Starting with our 2020 vision, all the way to life insurance and philanthropy.  Have...
October 2020
Philanthropy, at any level, demonstrates the passion a donor has for a specific cause. But at the donor’s death, those...
September 2020
The estate tax has long been a controversial topic. What can you do to maximize what you leave your heirs...
August 2020
C3 Partner, Celeste C. Moya sits down to share how she found her way to the life insurance industry. Celeste...
August 2020
El interés de los extranjeros en invertir en los EE. UU. ha seguido aumentando. Pero, ¿están conscientes sus clientes extranjeros...
August 2020
Foreigners’ interest in investing in the U.S. has continued to increase. But are your foreign clients aware of their potential...
July 2020
We were honored to host our third webinar in our “Coffee with C3” series on July 16, 2020, titled...
July 2020
It was a pleasure to share “Our Tale of Three Mothers” during our June 23, 2020 “Coffee with C3”. We...
June 2020
Celeste C. Moya shared “The Industry Impact of COVID-19” during our June 11, 2020 “Coffee with C3”. We discussed how...
June 2020
Most people assume they will always have the option to obtain life insurance. However, there is a possibility that you...
May 2020
Have you stopped and asked yourself, “where am I in the wealth life stages of life?”  Do you know what those...
April 2020
Many families do not properly prepare their heirs for significant transfers of wealth. The same way that we are concerned...
March 2020
Do you hope to pass down your home, family business, or other real estate to the next generation? An often-overlooked...
February 2020
Many people do not view life insurance as an asset, and therefore, it is often an overlooked part of their...
January 2020
The year 2020 is symbolic of our vision and our mission at C3 Financial Partners.  Our goal is to help...
May 2019
Recently, George Nichols III, the new President and CEO of The American College of Financial Services, visited Dallas to hear...
May 2019
Recently, we were privileged to host the president of The American College®, George Nichols, III. He has an extremely interesting...