Insights from a High Net Worth Life Insurance Team

May 2023

The Best of Times…and the Worst of Times: Life Insurance Planning for a Divorce

Divorce can be upsetting and overwhelming. Even an amicable divorce can cause financial challenges when you consider the cost of establishing and maintaining two individual households. There are a lot of moving parts during and after a divorce, and life insurance tends to be an afterthought. For couples going through a divorce, life insurance can […]

C3 Financial Partners

August 2017

Todd S. Healy Named Alumnus of the Month by The American College Alumni Association

By: C3 Financial Partners

The American College Alumni Association named Todd S. Healy, Founder of C3 Financial Partners (formerly Texas Financial Partners), Alumnus of...

August 2017

Do the Differences Between Generations Make a Difference?

By: Carolyn J. Smith

We’ve got the Traditionalists, the Baby Boomers, Generation X, and the Millennials — four generations all in adulthood. And there’s...

June 2017

Consume and Converse with Dave Gunby and Rogers Healy

By: C3 Financial Partners

This Consume & Converse event covered two important topics: Communication Techniques Across the Ages with Dave Gunby In our business,...

February 2017

Consume & Converse with Otis W. Baskin, Ph.D., Rory W. Siefer, and Greg Vaughn

By: C3 Financial Partners

At our February Consume & Converse, Dr. Otis Baskin shared his experience in management and governance/decision-making issues in family businesses....

October 2016

Consume & Converse with Kevin Mellott* | Protecting Your Assets – People and Property

By: C3 Financial Partners

This Consume & Converse event discussed Protecting Your Assets – People and Property. Speaker Kevin Mellott* covered three specific security topics:...

May 2016

Consume & Converse with Phil Cubeta | Philanthropic Planning

By: C3 Financial Partners

At this exclusive event, Phil Cubeta helped us think through the dynamics associated with Philanthropic Planning for Closely Held Business Owners...

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