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

May 2020

Life Stage Awareness

By: Carolyn J. Smith

Have you stopped and asked yourself, “where am I in the wealth life stages of life?” Do you know what those...

April 2020

Heir Quality

By: Todd S. Healy

Many families do not properly prepare their heirs for significant transfers of wealth. The same way that we are concerned...

March 2020

Our Take on COVID-19

By: Todd S. Healy

First, our hearts go out to individuals and families directly affected by the coronavirus. Next, our deepest gratitude goes to...

March 2020

Entrevista de Life Insurance Strategies a Celeste C. Moya

LEER EN INGLES Jay Judas, Director Ejecutivo de Life Insurance Strategies Group, entrevistó a Celeste C. Moya, Asociada de C3,...

March 2020

Celeste C. Moya Featured in Life Insurance Strategies Interview

READ IN SPANISH Jay Judas, CEO of Life Insurance Strategies Group interviewed Celeste C. Moya, C3 Partner. Celeste is featured...

March 2020

Shared Ownership = Shared Risks

By: Carolyn J. Smith

Do you hope to pass down your home, family business, or other real estate to the next generation? An often-overlooked...

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