Business Partnership Proposal


Our Goal is to build more partnerships to help grow each other's business to its greatest potential. Some items we would love to go over include:

Enhanced Client Services:

-Together, we can provide clients with a comprehensive suite of financial products, including insurance coverage and lending solutions, to meet their diverse needs.

Streamlined Processes:

-By working closely together, we can make it easier for clients to navigate their financial affairs efficiently.

Cross-Referrals:

- Through mutual referrals, we can expand our networks and reach new clients who will benefit from our combined expertise.

And More

I am eager to discuss how we can tailor this partnership to suit booth our businesses needs and objectives.

NMLS: 2352553

www.icorepdx.com