Insights

Aug
2018
AUTHOR: Todd S. Healy

The Origin of Our Client Continuity Merger 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. When I entered the life insurance business nearly four decades ago, […]

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 […]

Mar
2018

Caption: Malinda Perryman and Jamie Langenbrunner 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, a retired member of the Dallas Stars and […]

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 S. Healy, Carolyn J. Smith, AALU team members, and other members from the life insurance community. We were fortunate to speak with Senator Cornyn, who […]

Feb
2018

Why Study Groups and Why We Participate 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. At Texas Financial Partners (TFP), one of the ways we keep ahead of the curve is […]

Jan
2018

The Chartered Advisor in Philanthropy® designation, or CAP®, is administered by The American College in Bryn Mawr, PA, as a graduate-level program. Founded in 1927, The American College is the nation’s leading educator of professionals in the insurance and financial services industry. The required course of study includes charitable tax strategies, tools and techniques, charitable […]

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

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

The American College Alumni Association named Todd S. Healy, founder and principal of Texas Financial Partners, Alumnus of the Month for August 2017. “Having served in the profession since 1977, he is a leading wealth counselor coordinating the business and estate planning process for high net worth clients. He specializes in assisting individuals, family groups, […]

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 […]

Jun
2017

This Consume & Converse event covered two important topics: Communication Techniques Across the Ages with Dave Gunby In our business, ensuring that communication has taken place is critical. Without it, family fortunes can be gained or lost! George Bernard Shaw said, “The single biggest problem in communication is the illusion that it has taken place.” […]

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. Joining Otis was Rory Siefer, owner of Epic Bound, and Greg Vaughn, founder of The Video […]

Oct
2016

This Consume & Converse event discussed Protecting Your Assets – People and Property. Speaker Kevin Mellott* covered three specific security topics: Vetting – Kevin discussed the difference between a background check and a background investigation, including five key points that you must know about valid and reliable investigations before you make your decision on hiring […]

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. In our facilitated peer to peer conversation we discussed a particular case study we called, “Meet the Rileys” How would you plan for the Rileys, age 70 and […]

Jan
2016

This informative event featured a good friend and trusted resource to TFP, Kristin O. Bulat, as well as former 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 […]

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 […]

Jun
2015
AUTHOR: A. R. “Buddy” Dike

IdeaTransfer interviews Buddy Dike on the evolution of the insurance industry, client service in the future and moving forward with Texas Financial Partners. Buddy Dike Founder, Texas Financial Partners Founder, The Dike Company IT. Buddy, your perspective on the insurance industry covers nearly six decades of change. Describe the most important turning points for your business. […]

Jun
2015
AUTHOR: Gary W. Stallard

IdeaTransfer interviews Gary Stallard on the relationship between client and advisor, the importance of objectivity and the reaction to Texas Financial Partners. Gary Stallard  Founder, Texas Financial Partners Founder, Stallard Financial Services  IT. Clients often describe relationships with trusted advisors in terms of peace of mind. What does the relationship mean from your side? Gary. […]

Jun
2015
AUTHOR: W. P. Richardson

Part One. Why should these survey results lead us to conclude that family-owned businesses are in trouble?  According to a 2010 research report on family business issued by the University of Vermont Business School, the average lifespan of a US family-owned business is 24 years. Business Week reported a year later that 40% of family-owned […]

Jun
2015
AUTHOR: H. Gray Mills

IdeaTransfer interviews Gray Mills on founding and growing his firm, learning the life insurance business and his future with Texas Financial Partners. Gray Mills Founder, Texas Financial Partners Founder, Mills Financial Group IT. Tell us how you founded and grew your firm. Over the years, what do you think your clients have appreciated most from […]

Jun
2015
AUTHOR: W. P. Richardson

IdeaTransfer interviews W. P. Richardson on family run businesses, generational conflict and the expectations of Texas Financial Partners. W.P. Richardson Founder, Texas Financial Partners Whitley Penn Financial Services IT. Most of your clients are privately owned businesses. What led you to focus in that area? WP. I came from a third generation family business. My […]

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 […]

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