At AFEPI Northwest, we value collaboration and believe in rewarding those who help us serve more families and business owners. That’s why we’ve created the Partner Program, a simple and rewarding way to refer clients who need trusted estate planning solutions.
Refer Clients: Share our services with clients, colleagues, or connections who need help with estate planning, living trusts, or asset protection.
Earn Rewards: Receive $50 for every referral that results in a completed trust.
Pooled Bonus Earnings: If all referral partners submit 5 or more clients in a single month you earn $100 per referral for that month.
Already have a trust through us? You’ll earn $100 per referral, regardless of volume.
Simple & Transparent: No contracts or complex processes—just refer and earn.
Add Value: Offer your clients a trusted resource for estate planning.
Build Connections: Strengthen relationships with clients and colleagues by introducing them to trusted services.
Joining is easy!
1. enroll as a referral partner
2. submit a referral who could benefit from protecting their assets and preserving their wealth.
Let’s work together to secure legacies and protect assets across the Northwest.
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.