Life insurance is often purchased for a specific purpose, crossed off the financial “to-do” list, and tucked away. Although simple in concept, a life insurance policy can be a complex financial instrument. Like other assets, it needs to be monitored to be certain that it is still appropriate for defined goals and performing according to […]
C3 Financial Partners
Longevity
“What Keeps You Up at Night?” was the topic of discussion when Carolyn J. Smith and Celeste C. Moya presented to Trinity University’s current and retired faculty, as well as their staff. Carolyn and Celeste explored how, now more than ever, the industry is seeing the need for financial strategies that can quickly adapt to […]
We were honored to host our third webinar in our “Coffee with C3” series on July 16, 2020, titled “The Known/Unknown Value of Life Insurance.” Partner, Celeste C. Moya, led the discussion and was joined by Managing Partner and Founder, Todd S. Healy, and our Senior Partner, Carolyn J. Smith. We discussed life settlements with […]
By: Carolyn J. Smith As the old saying goes, you can’t take it with you. While this saying is usually brought up to justify imprudent spending, many of us prefer for the wealth we accumulate to secure our legacy. A process for planning is a proven and necessary formula for success in this regard. Greater […]
As the old saying goes, you can’t take it with you. While this saying is usually brought up to justify imprudent spending, many of us prefer for the wealth we accumulate to secure our legacy. A process for planning is a proven and necessary formula for success in this regard. Greater longevity is adding to […]