June 2026

The Review Nobody Makes You Do

Many life insurance reviews begin with a problem. A death in the family.  A tax question.  A notice from the carrier that arrives out of nowhere.  A  conversation with an attorney that turns up something no one has looked at in years. By then, the review is typically already happening under pressure. In our opinion, […]
C3 Financial Partners
October 2020

Consume & Converse with Charles Hollander Jr. | Taking the Mystery Out of Client Procrastination

By: C3 Financial Partners
One of the biggest challenges that advisors face is client procrastination. Charles (Chuck) Hollander, Jr., founder of Red Flag, LLC,...
July 2020

The Known/Unknown Value of Life Insurance | Life Settlements | Coffee with C3

We were honored to host our third webinar in our “Coffee with C3” series on July 16, 2020, titled...
July 2020

Long-Term Care & Our Tale of Three Mothers | Coffee with C3 Financial Partners

It was a pleasure to share “Our Tale of Three Mothers” during our June 23, 2020 “Coffee with C3”. We...
June 2020

Consume & Converse with Jim Whiddon | Bringing the Old School Advantage Back

By: Carolyn J. Smith
Jim Whiddon, author, Texas A&M professor, and CEO of The Old School was the guest presenter at C3’s first Zoom...
June 2020

COVID-19’s Current and Future Impact to Life Insurance | Coffee with C3 Financial Partners

Celeste C. Moya shared “The Industry Impact of COVID-19” during our June 11, 2020 “Coffee with C3”. We discussed how...
February 2020

Consume & Converse with Joy H. Selak PhD | Life to Legacy

By: Carolyn J. Smith
“Everyone has gifts to share.  It is our personal responsibility to discover them!” Philanthropic Advisor and author, Joy H. Selak

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