November 2019
When the Right Thing I entered the life insurance business four decades ago and was representing one insurance company. In...
July 2026
You spent real time choosing the trust. You funded it carefully. You named someone you trusted to run it, and then you did something many people do without noticing. You treated that person as permanent. Ideally, the policy inside the trust gets reviewed. The trust language gets reviewed. The one thing that rarely gets a […]
C3 Financial Partners
November 2019
As the old saying goes, you can’t take it with you. While this saying is usually brought up to justify...
September 2019
Over the course of more than three decades' experience in this area, we have worked to understand what makes some...
July 2019
In the life insurance and financial planning fields, several measures are used when considering what makes a good advisor. Advanced...
May 2019
Recently, the Dallas Foundation reached out to C3 Founder (formerly Texas Financial Partners) Todd S. Healy to write an article...
April 2019
Global citizens doing business in the United States are a growing clientele in the financial services industry. As the global...