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. 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. 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 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. The Distinguished Achievement Award was created by Preston Hotchkis, who was a member of Pacific Life's Board of Directors from 1945 to 1970.
Services
TFP was founded by a group of independent advisors with a common interest-to help clients preserve family wealth and business success by offering life insurance as a planning tool, guided by deep expertise. Our clients' best interests are our top priority, and our independence to work with numerous life insurance companies allows us to approach life insurance from a product-neutral, client-first perspective.
The financial services field can appear to be all about numbers, but to me it is a relationship business. I've always been a people person, and that taught me the importance of the Golden Rule in building client relationships. In my experience when that rule drives client relationships, they turn into friendships that can last decades.
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.
After the passage of the tax bill last year, many clients felt that, with the increased exemption, they no longer had an estate tax liability. What many of our clients do not know is that in 2026, the unified credit is scheduled to drop back to its 2017 level (adjusted for inflation). In addition, many people do not understand how their estate may increase in size, even at a relatively low growth rate, between now and then.
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