April 2024
In his epic novel “The Godfather,” Mario Puzo wrote, “It’s all personal, every bit of business.” Entrepreneurs and owners of privately-held businesses may engage in ventures that are a bit more on the up-and-up than that at the center of Puzo’s novel, but they can all relate to this sentiment.  For them, there is very […]
C3 Financial Partners
March 2023
The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was signed into law on Dec. 26, 2022, as...
February 2023
When to Use Term and Permanent Life Insurance As William Shakespeare once wrote, “To term or not to term? That...
February 2023
At first glance, based upon cost, it is easy to understand why someone considering life insurance would be most interested...
January 2023
Wednesday, February 1, 2023 Noon – 1:00 p.m.  CST Zoom Virtual Meeting Room This presentation details how building a values-based...
January 2023
It’s Time to Assess Premium Financing Arrangements Over the past decade, a common method to fund permanent life insurance was...
January 2023
Over the past decade, a common method to fund permanent life insurance was to finance the premiums and to take...
FINRA Broker Check