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
April 2022

What Do a Canoe and a Business Have In Common?

There are 2 times you can get in trouble — getting in and getting out! Curious, how many canoes do...
April 2022

Who Do You Want to Receive Your Money – IRS, Family, or Community?

Most of our clients have three objectives: They want to minimize taxes; They want to maximize the amount that goes...
March 2022

Life Insurance As a Powerful Tool – It’s Time to Consider a SLAT

The Federal debt has more than doubled in the last 10 years.  And economists expect it will continue on this...
February 2022

The Central Role of Family Legacy and Family Governance in Today’s Estate Planning | Consume & Converse with Tom Rogerson

Back to the Future: The Central Role of Family Legacy and Family Governance in Today’s Estate Planning Before there were...
January 2022

Because You Asked – Pandemic and Politics in Life Insurance Part 2 | Coffee with C3

Todd, Carolyn, and Celeste continue their discussion on how Covid-19 and Congress (potentially) have impacted life insurance products and the...
December 2021

Six Word Memoirs | 2021 Book Recommendation

What a ride the last two years have been!  We think A Terrible, Horrible, No Good Year, a journal of...

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