January 2019
Todd S. Healy visiting with Michael O’Donnell, Estate Partners (Left) and Brian Bonifant, Lion Street (Right). In January, C3...
August 2024
Estate planning is often perceived as a complex and intimidating task, but it is an essential process designed to distribute assets efficiently according to your wishes after your passing. One tool that can play a pivotal role in estate planning, but that often gets overlooked – life insurance! Life insurance can help facilitate estate planning goals […]
C3 Financial Partners
January 2019
Premium Finance – Why, How, and What You Need to Know Author: Celeste C. Moya Affluent individuals who prefer...
January 2019
The Chartered Advisor in Philanthropy® designation, or CAP®, is administered by The American College in King of Prussia, PA,...
November 2018
The phrase “Family Business” can conjure up many images and ideas. Multiple generations working happily together to provide a livelihood...
October 2018
LEER EN INGLES Los individuos acomodados que pueden permitirse primas de seguro de vida, pero que prefieren no liquidar...
October 2018
Affluent individuals who can afford life insurance premiums but prefer not to liquidate assets or redirect cash flow to pay...