May 2025

Smarter Lens on Life Insurance: What RIAs and Family Offices Need to Know

By: Carolyn J. Smith
For many wealthy families, life insurance is a familiar presence in their financial lives, but not necessarily a well-understood one.
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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