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

September 2019

Consume & Converse with Rebecca Helterbrand | Where are the Casseroles?

By: C3 Financial Partners

Rebecca Helterbrand of the San Antonio Area Foundation Discusses the State and Future of Mental Health Resources at Recent...

September 2019

Clarity, Confidence, and Coordination: How the 3 Cs are Crucial to Strategic Planning

By: Todd S. Healy

Over the course of more than three decades' experience in this area, we have worked to understand what makes some...

July 2019

“People Don’t Care How Much You Know Until They Know How Much You Care:” The Importance of Empathy in Life Insurance Planning

By: Todd S. Healy

In the life insurance and financial planning fields, several measures are used when considering what makes a good advisor. Advanced...

May 2019

When Life Insurance Is No Longer Needed or Wanted

By: Todd S. Healy

Recently, the Dallas Foundation reached out to C3 Founder (formerly Texas Financial Partners) Todd S. Healy to write an article...

May 2019

George Nichols and Todd Healy Talk about the CAP® Study Group Program and the Importance of Philanthropy in Advising

By: C3 Financial Partners

Recently, George Nichols III, the new President and CEO of The American College of Financial Services, visited Dallas to hear...

May 2019

CAP® Alumni Luncheon Focus Group

By: Todd S. Healy

Recently, we were privileged to host the president of The American College®, George Nichols, III. He has an extremely interesting...

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