Insights from a High Net Worth Life Insurance Team

March 2024

Backstage with C3 Financial Partners: Learning More How Life Insurance Companies Work

Life insurance is one of the oldest financial planning tools in existence. The earliest known life insurance policy was made in Royal Exchange, London on June 18, 1583. Records show that a Richard Martin insured a William Gybbons, paying thirteen merchants 30 pounds for 400 if the insured were to die within one year., […]

C3 Financial Partners

August 2020

Global Citizens Planning | C3 Financial Partners

Foreigners’ interest in investing in the U.S. has continued to increase. But are your foreign clients aware of their potential...

July 2020

The Known/Unknown Value of Life Insurance | Life Settlements | Coffee with C3

We were honored to host our third webinar in our “Coffee with C3” series on July 16, 2020, titled...

July 2020

Long-Term Care & Our Tale of Three Mothers | Coffee with C3 Financial Partners

It was a pleasure to share “Our Tale of Three Mothers” during our June 23, 2020 “Coffee with C3”. We...

June 2020

Consume & Converse with Jim Whiddon | Bringing the Old School Advantage Back

By: Carolyn J. Smith

Jim Whiddon, author, Texas A&M professor, and CEO of The Old School was the guest presenter at C3’s first Zoom Consume...

June 2020

COVID-19’s Current and Future Impact to Life Insurance | Coffee with C3 Financial Partners

Celeste C. Moya shared “The Industry Impact of COVID-19” during our June 11, 2020 “Coffee with C3”. We discussed how...

June 2020

Protecting Insurability

Most people assume they will always have the option to obtain life insurance. However, there is a possibility that you...

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