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 2020

COVID-19’s Current and Future Impact to Life Insurance | Coffee with C3 Financial Partners

Celeste C. Moya shared “The Industry Impact of COVID-19” during our June 11, 2020 “Coffee with C3”. We discussed how...

June 2020

Protecting Insurability

Most people assume they will always have the option to obtain life insurance. However, there is a possibility that you...

May 2020

Life Stage Awareness

Have you stopped and asked yourself, “where am I in the wealth life stages of life?” Do you know what those...

April 2020

Heir Quality

Many families do not properly prepare their heirs for significant transfers of wealth. The same way that we are concerned...

March 2020

Shared Ownership = Shared Risks

Do you hope to pass down your home, family business, or other real estate to the next generation? An often-overlooked...

February 2020

The Importance of Policy Reviews

You don’t buy life insurance because you’re going to die. You buy life insurance because someone you love is going...

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