I am writing to propose an innovative partnership between myself as a financial consultant and

[Insurance Company Name] that aims to offer clients exceptional financial services while safeguarding
their investments against potential losses.

Proposal Overview:

Service Offering: As a highly skilled financial consultant, I will provide expert investment advice and
strategy development to clients of [Insurance Company Name]. My services will include personalized
portfolio management, risk assessment, and financial planning.

Profit-Sharing Agreement: In alignment with the proposed partnership, I suggest a profit-sharing agreement
where I will receive 40% of the profits generated from the investments I manage for clients. This
arrangement ensures a mutually beneficial relationship where my interests are directly aligned with the
growth and success of our clients' investments.

Investment Insurance: A key feature of our partnership will be the inclusion of an investment insurance
component. All investments managed under this arrangement will be insured against losses, providing
clients with a safety net in case of unfavorable market conditions or unforeseen events.

Benefits of Our Partnership:

Expertise and Customization: Clients will benefit from my expertise in financial markets, receiving
tailored investment strategies that align with their financial goals and risk tolerance.

Risk Mitigation: The inclusion of investment insurance offers clients peace of mind, knowing that their
investments are protected even during market downturns.

Profit Maximization: Our profit-sharing arrangement incentivizes me to optimize investment

performance, driving increased returns for clients.
Enhanced Client Retention: By offering comprehensive financial services, including insurance against
losses, [Insurance Company Name] can enhance client satisfaction and loyalty.

Competitive Advantage: This partnership will position [Insurance Company Name] as a forward- thinking
and client-centric financial institution, gaining a competitive edge in the market.

Next Steps:

Agreement Formalization: Upon acceptance of this proposal, we will work together to formalize our
partnership through a legally binding agreement that outlines the terms and responsibilities of both
parties.

Client Onboarding: I will assist in the onboarding process of clients, ensuring a seamless transition and
clear communication of our services and the insurance coverage.

Ongoing Collaboration: Regular communication and collaboration will be essential for the success of this
partnership. We will conduct periodic performance reviews and make necessary adjustments to our
strategies as market conditions evolve.

I am excited about the potential of this partnership and the value it can bring to both [Insurance Company
Name] and its clients. Together, we can offer a unique and highly beneficial financial service that sets us
apart in the industry.

I would welcome the opportunity to discuss this proposal further and answer any questions you may have.
Please feel free to contact me at [Your Phone Number] or [Your Email Address] to arrange a meeting or
to discuss any additional details.

Thank you for considering this proposal. I look forward to the possibility of working together to provide
exceptional financial services to our clients.
Sincerely,