This informative event featured a good friend and trusted resource to C3 Financial Partners (formerly Texas Financial Partners), 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 drawing on her vast expertise.
- Risk Management Planning for the International Marketplace – both Kristin and Hector lead this discussion.
Kristin O. Bulat is the SVP of Strategic Resources at National Financial Partners. With over a decade of legal experience working in the business and estate planning with a specialty in life insurance product development, she brought a unique perspective to our discussion around premium financing.
Prior to joining the Insurance Product Development Group at John Hancock, Kristin worked as an Advanced Markets Attorney, providing tax analysis and sophisticated case design to brokers, producers, underwritings, and legal advisors. Kristin has particular expertise in the areas of split dollar agreements, long-term care insurance, and the use of life insurance in sophisticated estate planning and wealth transfer. Using this expertise, Kristin has frequently been published and has been asked to speak at many different venues.
Hector M. Frietze is a former TFP Director and Certified Public Accountant. He has experience working as a corporate and international tax advisor, estate tax advisor, international executive and expatriate advisor, and was formerly manager, International Tax Services Mexico City. His depth of expertise and deeply collaborative approach to advising bring great value to the C3 team.