Services For Professionals

Estate Planning Education

AFEPI-NW can provide you and your team with an educational seminar that will equip them to understand the basics of estate planning and how to engage in conversations with their clients without practicing law. There is no cost for this seminar and can be held at any venue of your choosing

Estate Planning Partnership

Partnering with AFEPI-NW can enhance your reach to new clients and enlarge your importance in the lives of your current clients. Ask yourself this question: "Who else in my field is offering estate planning to their clients?" If the answer is "no one," then perhaps you should explore the tool no one else has.