February 2026

When “We’ll Just Pay for It” Isn’t Actually a Plan

The estate planning meeting had gone well. Trusts structured.  Gifting strategy mapped.  Business continuity documented.  Tax liability addressed.  Everything coordinated between the attorney, the wealth manager, and the CPA. Then someone asked the question that hadn’t been on the agenda. “What happens if Dad needs long-term care?” The room went quiet. Not because anyone thought […]
C3 Financial Partners
September 2021

Will Your Life Insurance Hit A Wall? | Ted Oakley Interviews Todd S. Healy

Tremendous changes in the life insurance landscape should cause insureds to really understand what they own. We invite you to watch...
September 2021

Eversprint Interview with Carolyn & Malcolm

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’s Policy “Died” Before She Did

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

Complete list of Coffee with C3 events

C3 is hosting periodic 15-minute coffee breaks to discuss high priority issues and topics in the industry. View past...
May 2021

3 Effective Tips to Get More Hours Back in Your Day | Consume & Converse with Fereshteh Fattaahi

When your feet hit the ground running in the morning, you already know you don’t have enough hours in the...
April 2021

“Behind the Curtain” with Life Insurance Planning – Part 2 | Coffee with C3

On our last Coffee with C3, we discussed some backstage events that occur when obtaining life insurance for our clients. ...

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