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

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 Leaders @ 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

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

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

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

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

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

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

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

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

THE FOCUS 5 Brand Members Channels Employees Partners

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

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

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

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

Healthy Lifestyle Initiative THE FOCUS 5 Leaders @ All Levels Healthy Lifestyle Initiative Employees HRMS Cost/Waste

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

Your future is counting on YOU!!

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.

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!