February 2025
You’ve likely spent considerable time and energy crafting a financial plan that reflects your aspirations and protects your legacy.  However, one critical element often overlooked is ensuring that your financial planning aligns with your spouse’s vision.  Misaligned goals can lead to confusion, inefficiencies, and even conflict.  By collaborating on a shared strategy, you not only […]
C3 Financial Partners
September 2021
Tremendous changes in the life insurance landscape should cause insureds to really understand what they own. We invite you to watch...
September 2021
Our San Antonio Senior Partner, Carolyn Smith recently joined Malcolm Lui , Managing Member of Eversprint, to share how she...
August 2021
My mother-in-law is 98 years old. That's the good news. The bad news is that her life insurance policy died...
June 2021
C3 is hosting periodic 15-minute coffee breaks to discuss high priority issues and topics in the industry. View past...
May 2021
When your feet hit the ground running in the morning, you already know you don’t have enough hours in the...
April 2021
On our last Coffee with C3, we discussed some backstage events that occur when obtaining life insurance for our clients. ...
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