Changing the Model for Life Insurance Distribution

Changing the Model for Life Insurance Distribution

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.

PartnersFinancial links core carriers and independent financial advisors through its national network, creating a connection that benefits everyone involved—members, their clients and advisors, and insurance companies. Its unique culture encourages idea-sharing, collaboration, innovation, leverage and objectivity.

  • PartnersFinancial participates in each core carrier’s product development process, as well as advisory councils composed exclusively of PartnersFinancial members.
  • PartnersFinancial enjoys the commitment of dedicated underwriting and service teams from its core carriers for negotiating the best pricing and resources for clients.
  • The organization provides best-of-breed tools to help members increase their staff efficiency to support deeper client relationships and more efficient delivery of solutions.
  • PartnersFinancial members share the ideas and innovation of the best and brightest in the industry, sharing this intellectual capital of its members freely among members through its study groups, regional, and national meetings.

Members gain access to a wider spectrum of products, services and support, all resulting in wider choice and informed objectivity that clients deserve. They have the added advantage of infrastructure and intellectual capital to help expand their competitive position and enhance their ability to better serve clients.

Most important, this institutional advantage does not diminish the advantages of our entrepreneurial independence.


To contact Buddy:

A. R. Buddy Dike - Founder, Texas Financial Partners

A. R. "Buddy" Dike
Texas Financial Partners, Founder
P: 817.349.2364

 

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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).

© COPYRIGHT TEXAS FINANCIAL PARTNERS 2017