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.
The best time to secure your future is now. Whether you’re just starting or need to refine your current plan, We're here to help you navigate the complexities of estate planning and asset protection with care and expertise.