September 2023
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
Increasingly, the investment community is buzzing about private placement life insurance (PPLI) and the benefits for those who are seeking...
April 2023
Rogers Healy hosts his father, Todd Healy, on his podcast titled, “Rogers That, Sell without Selling out.”  They discuss Todd’s...
March 2023
April Fools! C3 has fun everyday – but today we thought you might like to see our funny and sometimes...
March 2023
SECURE 2.0 Opportunity: Secure and Transfer Wealth The SECURE Act 2.0 made significant changes to the rules for IRAs and...
March 2023
The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was signed into law on Dec. 26, 2022, as...
February 2023
When to Use Term and Permanent Life Insurance As William Shakespeare once wrote, “To term or not to term? That...
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