For Professionals: Elevate Your Client Relationships
At AFEPI-NW, we are committed to empowering professionals like you to provide greater value to your clients through estate planning education and partnership opportunities. Whether you're a financial advisor, CPA, attorney, or real estate professional, our services are designed to enhance your expertise and position you as a trusted resource in your field.
If you are one of the following...Take advantage of our Estate
Planning Education AND Estate Planning Partnership!
Financial Advisor
CPA
Real Estate Agents
Mortgage Brokers
insurance agents
wealth advisor
business broker
hospice
healthcare
banker
veteran services
medicare advisor
Three ways we can work together...
1. Estate Planning Education
We understand that estate planning can feel like a complex topic for professionals outside the legal field. That’s why we offer complimentary, in-depth seminars designed to simplify estate planning basics for you and your team. These sessions will:
Equip your team with the confidence and knowledge to engage clients in meaningful estate planning conversations.
Clarify how to introduce estate planning topics without crossing into the practice of law.
Provide actionable insights and resources to help you address common client concerns, such as Wills, Living Trusts, and tax-advantaged strategies
We offer the flexibility to conduct these seminars at a venue of your choice—whether it’s your office, a virtual setting, or another convenient location. By the end of the seminar, your team will have the tools to guide clients in protecting their assets and securing their legacies, further enhancing the trust they place in you.
2. Estate Planning Partnership
Partnering with AFEPI-NW allows you to stand out in your field while giving your clients a unique and highly valuable service. By integrating estate planning into your offerings, you can:
Expand Your Client Base: Estate planning is an essential service that appeals to a broad range of individuals, from young families to retirees. Offering this as part of your services can attract new clients who are seeking guidance beyond traditional financial or legal advice.
Strengthen Client Relationships: By addressing your clients’ estate planning needs, you demonstrate a holistic approach to their well-being, increasing their trust and loyalty.
Gain a Competitive Edge: Ask yourself, “Who else in my profession is offering estate planning solutions to their clients?” If the answer is “no one,” this is your chance to differentiate yourself.
Our partnership model is simple and effective. We work with you to provide expert estate planning solutions to your clients, giving you the ability to meet a critical need without taking on the full responsibility of implementation. Together, we can ensure your clients receive the comprehensive care they deserve while amplifying your impact and reputation.
3. Join Our Referral Partner Program
Looking to offer more value to your clients while earning rewards? With our Partner Program, you’ll earn $50 per referral for completed trusts. Refer more than 5 in a month, and that increases to $100 per referral. Already have a trust through us? You’ll automatically earn $100 per referral. Contact us today to learn more about partnering with us to support your clients’ estate planning needs.
Take the First Step to Elevate Your Practice!
Expand your value to clients and differentiate yourself in your industry with AFEPI-NW’s estate planning partnerships. We understand the unique needs of professionals like you and are here to support your efforts with resources, expertise, and collaboration opportunities that benefit both you and your clients.
Here’s what you can expect from partnering with us:
Exclusive Resources: Access to educational seminars and tailored estate planning tools to enrich your offerings.
Client-Centered Strategies: Collaborate with our team to develop estate planning solutions that align with your clients' financial and personal goals.
Comprehensive Support: From addressing your clients’ needs to ensuring compliance with legal standards, we’re here to enhance your services at every step.
Strengthened Relationships: Add value to your client relationships by offering solutions that go beyond traditional financial or legal advice.
Why Wait? Elevate Your Practice Today.
Don’t miss the opportunity to provide unmatched value to your clients. Partner with AFEPI-NW and let’s build a stronger future together—one client at a time.
Tell Us More About You!
Our Partners
Christopher Moore, Your Legacy Builder
Let’s Build Your Legacy Together
The best time to secure your future is now. Whether you’re just starting or need to refine your current plan, I’m here to help you navigate the complexities of estate planning and asset protection with care and expertise.
Why I’m Passionate About Estate Planning
Estate planning is about more than protecting assets—it’s about protecting legacies. As your trusted guide, I bring together my business acumen, leadership skills, and coaching expertise to help families and individuals across Oregon, Washington, and Idaho build a future of security, prosperity, and peace of mind. Whether you’re considering a revocable trust, irrevocable trust, veterans’ trust, or exploring tax-advantaged strategies, my goal is to empower you with clarity and confidence every step of the way.
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