Insights

May
2019

Dallas, Texas skyline after normal Trinity River flooding. Celeste, Director at Texas Financial Partners (TFP), and her family, recently relocated to Dallas from Austin. We believe that Celeste’s skills and expertise offer tremendous value to the Dallas market. She brings with her more than a decade of experience in life insurance and financial services, having […]

Mar
2019

Texas Financial Partners Director, Celeste C. Moya, and Texas attorney, Gilberto A. Siller, recently collaborated on a customizable presentation for foreign nationals on the impact of estate taxes on their U.S. assets and solutions to mitigate their tax exposure. Already, they have shared their insights with many foreign investors to help make them aware of […]

Jan
2019

Premium Finance – Why, How, and What You Need to Know Author: Celeste C. Moya Affluent individuals who prefer not to liquidate assets or redirect cash flow to pay for life insurance premiums need to know about premium finance. So do advisors who want to help them make informed life insurance decisions. Premium finance consists of […]

Nov
2018

G1 TO G4 – Communication is the Key Author: Jay F. Wheless The phrase “Family Business” can conjure up many images and ideas. Multiple generations working happily together to provide a livelihood and sense of security for each other. Each family member contributing his or her unique skills and abilities to a business they are […]

Oct
2018

Malinda Perryman poses with the Dallas Stars’ mascot, Victor E. Green. Members of the Texas Financial Partners family walked in the recent 2018 Komen Dallas Race for the Cure in support of Malinda Perryman, a TFP member who is undergoing treatment for breast cancer. It was a moving and inspirational day, and we had impressive […]

Sep
2018

Great brainstorming with the team on how TFP can implement the various ideas and strategies shared during Lion Street.  Photo: Celeste C. Moya, Todd S. Healy, Jay F. Wheless and Carolyn J. Smith. Texas Financial Partners was pleased to be represented at this year’s Indaba conference, hosted September 12-14, 2018 by Lion Street in Dallas. […]

Sep
2018

At Texas Financial Partners, we are pleased to affirm our commitment to supporting cancer research and helping those who are battling the disease. Too many families, including ours, are affected by cancer, and we aim to do everything we can to help. Our mission is personal—in the last two years, two members of the TFP […]

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

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 […]

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, co-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, […]

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 […]

© COPYRIGHT Texas Financial Partners 2019