Advice For Life

With Experts-On-Call your customers will have access to a team of experts along with a network of professionals well versed in financial and legal procedures. They are able to assist members with anything from basic financial questions, managing portfolios or providing legal defense to the member.

Experts-On-Call is a financial and legal services membership, which provides the following benefits:

Comprehensive financial, legal and tax coaching services with highly skilled, certified professionals:

• Financial Services include: Financial coaching, credit counseling, budget development and implementation assistance, discounts on estate planning, free financial software and discounts on financial planning when referred to a certified financial planner outside the CLC network of planners.
• Legal Services include: Free initial face-to-face or telephone consultation with attorneys, review of legal documents up to five pages, 25% discount for legal services and free legal software.
• Tax Services: Tax planning, CPA’s and former IRS employees available to answer questions online/offline.
• Discounted tax preparation.
• Online financial and legal library.
• More than 5,000 free downloadable legal and financial are available to members.
• 47 financial calculators for mortgages, auto loans, retirement savings and many more transactions.
• Online background checks for professional service providers.
• A library of attorney-written articles on a wide scope of categories/concerns.
• Answers to hundreds of FAQs on financial and legal matters.

Quarterly Rewards

• After 30 days of membership, members are eligible for one quarterly reward per quarter.
• Current reward choices are:
  • A copy of the Quicken Financial software program at no charge.
  • One personal 1040 Federal income tax form prepared by a tax professional free of charge.
  • A copy of Quicken Will Maker at no charge.
  • A financial fitness evaluation which provides a complete budget analysis to determine the members’ potential for certain types of loans.