Texas Financial Partners

In Our Experience

Advanced Life Insurance Design Wealth Transfer Retirement Planning
Life Insurance Portfolio Management Charitable Planning Foreign National Planning

 

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Continuity

Five independent life insurance firms came together to focus on reliable continuity of service across generations. We called it a client continuity merger, and as far as we know, it’s never been done at this level.

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Insights

Jun
2015
AUTHOR: A. R. “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 […]

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 […]

Meet our Principals

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