Insights from a High Net Worth Life Insurance Team

September 2023

The Advantages of Being an Independent Professional in Life Insurance: Advocacy and Unlocking the Potential of Misunderstood Assets

Life insurance can be a crucial financial tool that provides protection, security, and peace of mind for families and businesses. However, it is also often an unmanaged and least understood asset. Clients and their advisors often require guidance to navigate the complex landscape of evaluating policies and their options. An independent life insurance broker can […]

C3 Financial Partners

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...

January 2016

Consume & Converse with Kristin O. Bulat and Hector M. Frietze

By: C3 Financial Partners

This informative event featured a good friend and trusted resource to C3 Financial Partners (formerly Texas Financial Partners), Kristin O....

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C3 Financial Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact C3 Financial Partners at info@c3fp.com.