MoneyLine Frequently Asked Questions

Why MoneyLine?

MoneyLine is a comprehensive, phone and web based financial counseling service that allows you to contact experts who can help you make wise financial choices that can drastically improve your life.

How can financial counselors help me?

We don’t want you to ever make another financial decision again without having an objective point of view. We help our members understand and make the proper choices about:

• The insurance policies they purchase (life, health, auto, home).
• The savings programs they choose (bank, college, IRA’s, 401(k), HSA).
• The choices they make about how and where they live (home, rental, mortgage, creative financing).
• How and when they plan to retire (401(k), IRA’s, Social Security, Assisted Living, Long Term Care).

What happens when I sign up?

Once you become a member, a counselor will call to welcome you and acquaint you with the program. You will also receive a membership kit that will include your membership card and a refrigerator magnet so you can have our number handy when you need it.

How often can I call?

As many times as you wish … as often as you like … and for as long as you want. Our center is open Monday through Friday 8:00 am to 7:00 pm Central Time.

Who are the financial counselors?

We have a staff of experienced financial counselors who represent a variety of financial disciplines. They are certified or licensed in a variety of areas. They consist of: public accountants, financial planners, credit counselors, retirement planning experts and life coaches.

How does the program work?

We recommend that you keep the program on a continuous basis and develop a trust relationship with our counselors. The program works best when you call with any type of financial question and we help you get to a good answer.

• Example 1: Your auto insurance needs to be renewed and you want to talk to an expert about your policy so you feel secure in your coverage and the coverage is affordable.
• Example 2: You just purchased your home and need to set up a budget for the family and need an expert to help lead the way.
• Example 3: You are about to do your federal taxes and heard that there are a couple of new rules and you want to talk to an expert.
• Example 4: You see a commercial on TV for a financial services product and want an expert to explain to you what it is.
• Example 5: You get your credit card statement and you see charges that don’t make sense. Before calling the credit card company you want to talk to an expert about what are the best steps to take.
• Example 6: A friend has told you that it’s time to start a college savings plan for your children and you don’t know where to begin. You want to talk to an expert who can guide to correct answers.

Can I send questions to the counselors via the internet?

Yes you can. Just click on the Contact Counselor button located on the Allied MoneyLine main page You are welcome to read the articles and use the calculators that are available on the site.

Where are the professional financial counselors located?

All of our counseling is conducted from our offices in Oak Brook Illinois.

Which is a better deal, the monthly service or the yearly service?

Buying MoneyLine for one year is the better deal. You pay a discounted price once and have the freedom to call as your financial questions arise throughout the year. An annual membership also gives you time to develop a quality, trusting relationship with our counselors.

What happens if I want to cancel the service?

Call our customer service number (on your membership card) and billing will stop immediately. Since we provide a professional financial counseling service, we won’t be able to refund you for any previous months of service when our counselors were available to you.