Connections

JUN
2018
AUTHOR: Jay F. Wheless

The phrase “Family Business” can conjure up various images. One may be an image of multiple generations of family members working happily together to provide income and a sense of security for the entire family. Each family member uses his or her skills and abilities to successfully run a business enterprise which they are all equally passionate about.

MAR
2018

Texas Financial Partners staff member Malinda Perryman is an avid hockey fan and a Dallas Stars season ticket holder since 1996. In September of last year, she signed up for a group meet and greet with her favorite player, Jamie Langenbrunner.

FEB
2018

The most recent Consume and Converse event was set to feature a talk by Mark N. Voeller, Ph.D. Mark is an experienced and successful intergenerational financial strategist, who was poised to offer his expertise on family financial planning to this event -- intending to focus on how to manage and mitigate family conflicts in order to preserve wealth as it is transferred from one generation to another.

FEB
2018

Late last year, Texas Financial Partners was pleased to host a private meeting with United States Senator John Cornyn, the senior senator from Texas. Among those in attendance were Todd Healy, Carolyn Smith, AALU team members, and other members from the life insurance community.

FEB
2018

Our industry is constantly facing changes: new tax plans; fiduciary regulations; technology and healthcare advancements; and product changes are some of the things that impact how we continue to serve our clients.

JAN
2018
The CAP® is administered by The American College in Bryn Mawr, PA, as a graduate-level program. The required course of study includes charitable tax, tools and techniques, charitable plans within the context of estate and financial planning, and the management of gift plans in a nonprofit context.
DEC
2017
AUTHOR: Todd S. Healy

Texas Financial Partners Principal Todd Healy has been an avid reader for decades. In addition to his personal literature journey, he has benefited from many years of membership in a book club with fellow industry advisors and literature aficionados.

NOV
2017
AUTHOR: Carolyn J. Smith

Carolyn J. Smith, Director at TFP, was recently invited to speak at the 2017 Indaba Conference, organized by Lion Street. The Indaba conference is an annual event designed to bring together leaders in the insurance and estate planning industry in order to share ideas and best practices that will help them provide superior service to their clients.

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 J. 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
AUTHOR: Todd S. Healy

When Texas Financial Partners came together in 2015, we came up with a model that emphasized continuity of service. We called it a client continuity merger, and as far as we know, it's never been done before.

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 W. 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.

MAY
2015

The Distinguished Achievement Award was created by Preston Hotchkis, who was a member of Pacific Life’s Board of Directors from 1945 to 1970. The annual award recognizes the life insurance producer who best personifies Pacific Life’s standard of excellence through high sales production, dedication to the community, and overall achievement. Get to know the winner of Pacific Life’s 2015 Preston Hotchkis Distinguished Achievement Award.

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). Kestra IS and Kestra AS are not affiliated with Texas Financial Partners, NFPISI, or any other entity listed.

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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