Align Credits
Your credits, your goals.
Earn Align Credits by engaging with the platform and redeem them toward insurance, estate planning, tax preparation, and more.
How It Works
How Align Credits Work
1
Engage
Complete your profile, meet with your advisor, explore services.
2
Earn
Credits vest to your account as milestones are hit.
3
Redeem
Apply credits toward insurance, estate planning, tax prep, and more.