June 2025

Using Life Insurance to Magnify and Perpetuate Your Pledge and Charitable Intent

For individuals and families who see their wealth as a tool to make a lasting difference, charitable giving is more than an annual obligation, it’s a legacy.  And while outright gifts and donor-advised funds remain popular vehicles for philanthropy, one tool is often overlooked: life insurance. Used thoughtfully, life insurance can magnify the size of […]
C3 Financial Partners
November 2019

The Stages of Wealth Planning

By: Carolyn J. Smith
As the old saying goes, you can’t take it with you. While this saying is usually brought up to justify...
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...

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