Insights from a High Net Worth Life Insurance Team

March 2024

Backstage with C3 Financial Partners: Learning More How Life Insurance Companies Work

Life insurance is one of the oldest financial planning tools in existence. The earliest known life insurance policy was made in Royal Exchange, London on June 18, 1583. Records show that a Richard Martin insured a William Gybbons, paying thirteen merchants 30 pounds for 400 if the insured were to die within one year., […]

C3 Financial Partners

September 2023

September 2023 Newsletter

By: C3 Financial Partners

Who Does Your Life Insurance Advisor Work for? Those seeking clarity on purchasing life insurance and having their policies serviced...

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. ...

August 2023

August 2023 Newsletter

The Largest Unmanaged and Least Understood Asset While most people view it as a financial product that addresses certain liabilities, there...

August 2023

Woe is Me! Life Insurance is an Often Unmanaged, Least Understood Asset Class

Life insurance is a financial product that is typically thought of when it comes to addressing a liability such as...

July 2023

July 2023 Newsletter

Are Both Feet Out of the Canoe? We often compare owning a business to using a canoe in that both pose the...

July 2023

One Foot Is Still in The Canoe!

Previously, we have discussed the difficulty many business owners have “getting out of their canoe” and, as a result, fail...

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

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