Connections

AUG
2017
Todd S. Healy, founder and principal of Texas Financial Partners, was named Alumnus of the Month by The American College Alumni Association in August 2017.
AUG
2017
AUTHOR: Carolyn Smith

We’ve got the Traditionalists, the Baby Boomers, Generation X, and the Millennials — four generations all in adulthood. And there’s a start-up generation ten years old called Generation Z that is yet to be defined. For the first time in history, five very different points of view are bumping up against each other with different preferences, different motivations, different aspirations, different values, and different reactions to change.

JUN
2017

This Consume & Converse event covered two important topics:

  • Communication Techniques Across the Ages with Dave Gunby
  • Dealing with Millennials from a Millennial's Perspective with Rogers Healy
FEB
2017
At our February Consume & Converse, Dr. Otis Baskin shared his experience on management and governance/decision-making issues in family businesses. Otis has worked with family-owned businesses in the United States and around the world for the past 20 years.
OCT
2016

This Consume & Converse event discussed Protecting Your Assets - People and Property. Speaker Kevin Mellott covered three specific security topics:

  • Vetting
  • Cybersecurity
  • Personal Safety Threats
MAY
2016

At this exclusive event, Phil Cubeta helped us think through the dynamics associated with Philanthropic Planning for Closely Held Business Owners in Transition from Success to Significance.

JAN
2016

This informative event featured a good friend and trusted resource to TFP, Kristin O. Bulat, as well as TFP Director, Hector M. Frietze, as we discussed two main topics:

  • Premium Financing of Life Insurance – Strategies and Vocabulary for the High Net Worth and Ultra High Net Worth Client – Kristin lead this discussion drawing on her vast expertise.
  • Risk Management Planning for the International Marketplace – both Kristin and Hector lead this discussion.
JUN
2015
AUTHOR: Gary Stallard

IdeaTransfer interviews Gary Stallard (Founder, Texas Financial Partners and Stallard Financial Services) on the relationship between client and advisor, the importance of objectivity and the reaction to Texas Financial Partners.

JUN
2015
AUTHOR: Buddy Dike

PartnersFinancial was founded in 1987 by an elite group of farsighted life insurance advisors, including two principals of Texas Financial Partners, Todd Healy and myself. The goal was to unite a national client-focused community of select, independent life insurance members dedicated to exceptionally high client relationship standards and premiere client service. As Chairman of the Board through PartnersFinancial’s formative years 1994-2001, we attempted to achieve that goal.

JUN
2015
AUTHOR: Buddy Dike

IdeaTransfer interviews Buddy Dike (Founder of Texas Financial Partners and The Dike Company) on the evolution of the insurance industry, client service in the future and moving forward with Texas Financial Partners.

JUN
2015
AUTHOR: W. P. Richardson

Part One. Why should these survey results lead us to conclude that family-owned businesses are in trouble? 

Part Two. Who really cares why so few business reach G4?

JUN
2015
AUTHOR: Gray Mills

IdeaTransfer interviews Gray Mills (Founder of Texas Finacnial Partners and Mills Financial Group) on founding and growing his firm, learning the life insurance business and his future with Texas Financial Partners.

JUN
2015
AUTHOR: W.P. Richardson

IdeaTransfer interviews W. P. Richardson (Founder of Texas Financial Partners and Whitley Penn Financial Services) on family run businesses, generational conflict and the expectations of Texas Financial Partners.

Concept and Content by Terry White, ideatransfertw@gmail.com | Images provided by Costa Christ Media LLC, costachrist.com | Website Design & Development by Champ Internet Solutions, champinternet.com

*Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Not all persons listed can offer Securities and Investment Advisory Services. Texas Financial Partners is a member of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of Kestra IS. Texas Financial Partners is not affiliated with Kestra IS, Kestra AS, and NFPISI.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872).

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