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.

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.

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.

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.”

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.