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
January 2022
When was the last time your life insurance policy had a check-up? The beginning of the year is a time...
December 2021
Todd’s 2 Bits Targeting The Horizon A few years ago, a friend of mine challenged me with a question, “Does...
December 2021
Targeting The Horizon Winter 2021 A few years ago, a friend of mine challenged me with a question, “Does the...
December 2021
What a ride the last two years have been!  We think A Terrible, Horrible, No Good Year, a journal of...
December 2021
We appreciated the opportunities to collaborate with thought leaders, including those featured in the interviews below. Will Your Life Insurance Hit A...
November 2021
“Finding Your Path” was the theme of San Antonio’s recent 4th Annual XPX (Exit Planning Exchange) Summit.  Six panels of...
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