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
January 2020

Our 20/20 Vision

In announcing the formation of C3 Financial Partners, we believe the timing could not be better. We are often asked,...
May 2019

George Nichols and Todd Healy Talk about the CAP® Study Group Program and the Importance of Philanthropy in Advising

Recently, George Nichols III, the new President and CEO of The American College of Financial Services, visited Dallas to hear...
May 2019

CAP® Alumni Luncheon Focus Group

Recently, we were privileged to host the president of The American College®, George Nichols, III. He has an extremely interesting...

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Securities offered through Valmark Securities, Inc. member FINRA, SIPC. Investment advisory products and services offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor.  Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.

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