1. Vision 2020 | Presented by William Walker, Sr. Regional Vice President

2. From Vision to Action GUIDING PRINCIPLES— OUR “CREED” THE FOCUS 5
BUSINESS STRATEGIES
LegalShield.com
Brand
IDShield.com
Mission
Ask LegalShield
Personal Legal Plan
Legal Forms Biz
Savings Calculator
Members
Personal IDT Plan
BusinessSolutions.com
Plan Recommender
Vision
Values
New Field Structure & Commission Plan
Channels
Associate Portal & App
All Levels
Recruit Business Sellers
Employees
Healthy Lifestyle Initiative
CSFs
Provider Portal
HRMS
(Critical Success Factors)
Partners
IDT Auto-Activation
Cost/Waste
NPS Individual Lawyers
Small Business Plans

3. What are the Critical Success Factors to Fulfill our Creed?
Be the world’s most successful Direct Selling company
Be the #1 category leader in the voluntary benefits market
We must live our values

4. What Defines Success in 2020?
Grow
10x
14 million Individual members
500,000 Small Business members
200,000 Groups
1 million Associates, with 100,000 Active and 10,000 six-figure ring earners
1,000 millionaires and 100 annual million-dollar earners

5. How Will We Measure Our Success?
We create more millionaires than any other direct selling company
Cover more lives than any other Voluntary Benefit competitor
Brand perception and NPS

6. What Do We Need to Do?
What Must We Accomplish Over the Next 1, 3 & 5 Years to Achieve Success?
Create Satisfied Employees, and Develop Leaders at all Levels
Increase the number of Business- focused Sellers
Grow the Provider Network and
Improve its Quality
Increase the Services we Provide
Continue to Increase Retention and Loyalty
Improve Member Experience – Easy to Join and Easy to Use
Improve the tools and training to drive production in the field
Ensure our Compensation Plan for
the Network facilitates growth
Forge key partnerships with legal providers and IDT

7. Customers & Brand Launch All-new IDShield Branded Business
Embolden LegalShield
Launch new LS website
Launch IDShield website
Add individual plan with
recommender tool & savings calculator
IDShield mobile app
Individual plan; Lower price
Launch forms business
Launch “Ask LegalShield” app

8. Associates/Brokers Launch Business Solutions website
Revise & Implement a New Field
Leadership Structure
Refine Commission Plan to drive
recruitment, sales and retention
Recruit & Develop more Business Sellers
Remake Associate Portal
Develop all-new Associate App

9. Partners: Legal Providers & Kroll
Launch automatic IDT activation with Kroll
Launch IDShield with an improved value
proposition and introduce individual plan
Introduce personal LegalShield plan to
match IDShield offering
Evolve NPS for higher impact and
continuous improvement process
Launch providers only portal and
business process

10. IT Priorities Go Paperless (Digital OnBoarding) Portal Login Security
Provider Portal
New Data Management Model
CRM/Lead Management Platform
Contact Center Software Platform
Business Intelligence Platform

11. THE FOCUS 5
Brand
Members
Channels
Employees
Partners

12. The Focus Five Strategic Objective 2015 Initiatives [ ]
Develop BRAND awareness, consideration and preference
Launch IDShield.com (LifeLock) & all-new LegalShield.com
Launch enhanced legal forms business (LegalZoom)
Build new websites and mobile applications by channel
Exploit CUSTOMER opportunities & address competitive threats
Increase LegalShield and IDShield credibility as authoritative brands in the consumer & business markets
Grow net additions to the membership base via multiple DISTRIBUTION channels
Motivate and serve the Direct Selling organization
Recruit and Develop more Business Sellers
Implement integrated performance-based lead management and consumer acquisition platform
Develop Leaders at All Levels (EMPLOYEES)
Implement HRMS and Employee Training & Development
Launch “Healthy Lifestyle Initiative”
[ ]
Improve PARTNERS: Legal and IDT Plan Services
Launch Standardized Provider Platform for CRM
Expand IDT Plans & Benefits, including 24/7 Hotline
Launch Personal Legal Plan 12

13. THE FOCUS 5 Brand LegalShield.com IDShield.com Ask LegalShield
Legal Forms Biz

14. THE FOCUS 5 Members Personal Legal Plan Savings Calculator
Personal IDT Plan
Plan Recommender

15. New Field Structure & Commission Plan Recruit Business Sellers
THE FOCUS 5
BusinessSolutions.com
New Field Structure & Commission Plan
Channels
Associate Portal & App
Recruit Business Sellers

16. Healthy Lifestyle Initiative
THE FOCUS 5
All Levels
Healthy Lifestyle Initiative
Employees
HRMS
Cost/Waste

17. NPS Individual Lawyers
THE FOCUS 5
Provider Portal
IDT Auto-activation
Partners
NPS Individual Lawyers
(Net promoter score)
Small Business Plans

20. Your future is
counting on YOU!!

21. If you want more trees
to fall, you must sharpen
the axes of the choppers!
Make sure you focus one
the one’s swinging the axes,
not the one’s who have
already laid them down
You can’t be a servant
leader, or teaching leader,
If you don’t produce
yourself.

24. Just because you don’t have a job doesn’t mean your full-time LegalShield
Intelligence and wisdom are not the same thing!
Knowing something and being passionate about something, are not the
same thing!
Doing a presentation without an effective close, is like running 99 yards and
setting down the ball!