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

June 2022

Join the C3 Team | Client Service Coordinator

By: C3 Financial Partners

C3 Financial Partners is seeking an experienced and resourceful client service coordinator to oversee the day-to-day relations with our clients....

May 2022

May 2022 Newsletter

By: C3 Financial Partners

Wealth Transfer Beyond Your Exemptions Life insurance held in an irrevocable life insurance trust (ILIT) is a cornerstone of a...

April 2022

April 2022 Newsletter

By: C3 Financial Partners

A Canoe and Your Business? When working with closely held businesses and their advisors, our Senior Partner, Carolyn J. Smith,...

March 2022

March 2022 Newsletter

By: C3 Financial Partners

“Diligence is the Mother of Good Luck.” Given that our three C’s stand for clarity, confidence, and coordination, you can...

February 2022

February 2022 Newsletter

By: C3 Financial Partners

A Powerful Technique to Mitigate Taxes Between the constant discussion about taxes in DC and the likely sunsetting in 2025...

January 2022

January 2022 Newsletter

By: C3 Financial Partners

When was the last time your life insurance policy had a check-up? The beginning of the year is a time...

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

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact C3 Financial Partners at info@c3fp.com.