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

April 2019

Consume & Converse with Dr. Roel Lopez and James Oliver | The Impact of Losing Working Land in Texas

By: C3 Financial Partners

Our most recent event focused on sustainability of working lands in Texas C3 Financial Partners (formerly Texas Financial Partners) was...

January 2019

Consume & Converse with Ann Marie Liotta and Casey Abbott | A Talk on Private Placement Products

By: C3 Financial Partners

Todd S. Healy visiting with Michael O’Donnell, Estate Partners (Left) and Brian Bonifant, Lion Street (Right). In January, C3...

October 2018

C3 Financial Partners Shares Thoughts and Insights at TALT “Saving Family Lands” Seminar

By: C3 Financial Partners

“When it rains in Texas, 84% falls on farms and ranches.” This statistic, among others, demonstrates the importance of rural...

September 2018

Consume and Converse with Mindy Jones | Why Longevity Matters

By: C3 Financial Partners

“Today many of us will live 30 years longer than our grandparents did.” Mindy Jones, Managing Principal at Dallas’ Pyxis Care,...

February 2018

Consume and Converse with Carolyn Smith | Mitigating Family Conflict

By: C3 Financial Partners

The most recent Consume and Converse event was set to feature a talk by Mark N. Voeller, Ph.D. Mark is...

June 2017

Consume and Converse with Dave Gunby and Rogers Healy

By: C3 Financial Partners

This Consume & Converse event covered two important topics: Communication Techniques Across the Ages with Dave Gunby In our business,...

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