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

April 2023

Is Private Placement Life Insurance a Fit?

Increasingly, the investment community is buzzing about private placement life insurance (PPLI) and the benefits for those who are seeking...

April 2023

Todd S. Healy on the “Rogers That, Sell without Selling out” Podcast with Rogers Healy

Rogers Healy hosts his father, Todd Healy, on his podcast titled, “Rogers That, Sell without Selling out.” They discuss Todd’s...

March 2023

Celebrate April Fools Day with C3

By: C3 Financial Partners

April Fools! C3 has fun everyday – but today we thought you might like to see our funny and sometimes...

March 2023

March 2023 Newsletter

SECURE 2.0 Opportunity: Secure and Transfer Wealth The SECURE Act 2.0 made significant changes to the rules for IRAs and...

March 2023

SECURE 2.0 Opportunity: Secure and Transfer Wealth

The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was signed into law on Dec. 26, 2022, as...

February 2023

February 2023 Newsletter

When to Use Term and Permanent Life Insurance As William Shakespeare once wrote, “To term or not to term? That...

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