About Us
Trusted by thousands. Focused on you.
At JC Financial Partners, we are proud to serve as a trusted general agency specializing in life insurance and annuities for over 2,000 small and mid-sized business owners across the nation. Our mission is simple: to protect, grow, and preserve the financial future of our clients through tailored insurance and investment solutions.
With deep industry expertise and a relationship-first approach, we understand the unique challenges business owners face — from protecting their families and key employees to planning for succession and retirement. That’s why we offer a wide range of life insurance and annuity products from top-rated carriers, all carefully selected to meet the specific needs of entrepreneurs and growing enterprises.
At JC Financial Partners, we go beyond selling policies — we build partnerships. We take the time to understand your business, your goals, and your long-term vision, helping you make informed decisions that create security today and opportunity tomorrow.
Our Story
Serving for Decades, Committed Like Day One.
JC Financial Partners was founded by two partners with a shared vision: to empower small and mid-sized business owners with strategic, trustworthy financial protection. What began as a local operation has since grown into a national general agency serving over 2,000 businesses — supported by a powerful network of over 300 licensed producers across the country.
Our success is built on relationships, results, and the belief that every client deserves more than just a policy — they deserve a partner. Today, JC Financial Partners brings together a team of highly credentialed professionals, including Chartered Life Underwriters (CLU), licensed investment advisors, attorneys, CPAs, and financial consultants, all working collaboratively to deliver smart, customized solutions.
From life insurance and annuities to advanced estate and retirement planning, our team provides a 360-degree approach to risk management and wealth preservation. We serve as trusted advisors to entrepreneurs, helping them protect their families, secure their businesses, and build lasting legacies.
As we continue to grow, we remain committed to the values that started it all: integrity, expertise, and a relentless focus on our clients' success.
From two partners to a national team of professionals — JC Financial Partners is your trusted ally in life insurance, planning, and protection.