Anderson Advisors Referral Program
Earn while helping your visitors solve their legal matters or guide them on their journey into investing.
Simply promote Anderson on your website and earn a credit for each sale. *Terms and conditions apply
No Caps
No Limits
More Referrals = More Rewards
No Caps
No Limits
More Referrals = More Rewards
Benefits of the Anderson Referral Program:
1.    Strengthen your client relationships by providing them full-service asset and liability protection for businesses or guidance for advanced investing techniques.
2.    Confidence that your clients’ needs will be taken care of by a team of legal, tax, and financial experts.
3.    Value added to your product or service offerings by pairing them with Anderson products and services.
4.    Clear and honest communication between you and Anderson as well as Anderson and your clients.
5.    Earn credit for services with Anderson.
Frequently Asked Questions
What can I use my credits on?
Credits can be used towards any fees or invoicing you receive from Anderson. This includes renewal invoices, state fees, and new services.
How do I use my credits?
Please contact a member of your Anderson team anytime you would like to redeem your credits. If you would like to use your credits on all future invoices until they are exhausted, your team will make note of your request.
When will I receive my credits?
Within the first week of each month, you can expect to receive credit for any qualifying purchases paid in full during the previous month. We will send you a credit notification email once they have been applied to your account.
How do I get credit if my referral did not use my referral link?
As a form of due diligence, we must obtain verification of your referral from the client. One option is to copy your team on an email to the client asking them to verify the date you referred them to Anderson. The second option is to have the client reach out to their team to verify you referred them to Anderson. After your referral has contacted their team, it will be your responsibility to follow up with us to ensure you are tracked correctly.
Where can I find my credit balance?
You can view your Anderson credit balance in the Billing Tab of your Client Portal. Select “Billing” from the navigation menu, scroll down past your invoices, and look for a grey box that says, “Available Credit.”
What links do I send to my referrals?
If your referral is ready to talk with an advisor about any Anderson services, please send them your link for a free strategy session. If they are not ready to speak with an advisor, please send them your link to our free virtual Tax and Asset Protection event or our Invisible Investor eBook.