1. Positioning LegalShield & IDShield
Providing Powerful Services
Protecting Families & Businesses
Helping Sales Professionals Meet More Needs
Thank you for joining us today. This will be a high level overview of who LegalShield is and the products we provide in the business solutions space.

2. Annual revenue approximately $450 million
LegalShield
Established 1972
Annual revenue approximately $450 million
Over 4 million covered lives across U.S.A. and Canada
2.1 million requests for legal assistance annually
Dedicated Business Solutions Division- over 140,000 businesses in USA and Canada
Kroll
Established in 1972
World’s leading risk consulting firm
Fortune 500 clientele
Prepaid by LegalShield and ready to advise
Unmatched service since 2003
Brief background on both LegalShield & Kroll to show that we represent industry leaders in this space.

3. Service Level Standards
Return Call from Lawyer: 8 business hours
Document Review: 3 business days
Letter or Phone Call: 3 business days
Will Preparation: 10 business days
Referrals: 3 business days
Dedicated multiservice law firms – participants are a top priority
Direct access–no call center or guesswork needed
Lawyer responds in 8 business hours or less–no 2-day waiting
Brief explanation of our delivery model and SLA’s. Letting the guests know that customer service and quality assurance are differentiators that make our legal plan unique relative to other products. Also making sure they understand how we are able to attract and retain top law firms with our business model.
Member
Industry-leading quality control– daily monitoring of service
Satisfaction surveys–sent each time after service
15 Quality Assurance Categories

4. Ask your clients…
Have you ever thought about asking a legal question? How long has it been since you’ve updated your Will / Estate? Does your spouse have an up to date estate to protect you? Have you or an immediate family member received a traffic ticket in the last 12 to 24 months? Have you ever signed a contract you didn’t understand or later regretted? Have you / do you have any third party disputes where a letter or phone call from an attorney could be helpful? If you could have access to a major law firm and have unlimited telephone consultations without worrying about any high hourly fees, would that interest you? What do you have in place to protect you and your family against fraud or identity theft?
Should we had clients on the first sensentence “Have you, your employees or your clients ever….

5. The Main Reasons People Don’t Seek Legal Counsel
They are intimidated by lawyers
They don’t know who to call
They believe it would cost too much
The Most Common Responses to a Legal Dispute
Ignore the problem
Try to handle it personally
[include text on how people call in sick to take care of legal needs.]
Source: The Legal Needs of American Families. A Research Study Conducted by Decision Analyst, Inc. Commissioned by LegalShield

6. The Market Is Ready
Nearly 90% of Americans say they do not have any form of legal insurance or legal protection service. Two-thirds of Americans say they have never heard of any such plans or services. More than 60% reported they would be interested in purchasing legal protection.
show the need that we fill and how receptive the market is.
Background: The information on this slide has been extracted from the 2012 Research Survey Whitepaper: The Legal Needs of American Families. A Research Study Conducted by Decision, Inc. Commissioned by LegalShield. For additional information, review the whitepaper available on the Associate site.
Purpose: To communicate that the market is primed for LegalShield to grow the business through the sale of memberships. Based on the survey results, the market is ready for a legal services plan.
Activity: Direct participants to page 10 of the workbook. Ask participants to fill in the blanks as the information on the projected slide is covered.
Key Talking Points:
Review each bullet point and provide depth and clarification while participants enter the information into their workbook.
In September of 2012, LegalShield conducted a survey to evaluate the legal needs of American families. The study found:
Ninety percent of respondents thought that lawyers charge too much for their services, and
Seventy six percent of the respondents indicated that they were hesitant to call a lawyer, and
Nine out of 10 respondents said if cost were more affordable, they would seek legal advice for even trivial issues such as a traffic ticket or the review of a rental agreement.
ASK (Answer):
What do the results tell us about the future of our business?
Take a moment to reflect, are there any legal issues or legal questions that you would have addressed, if you had had the legal plan? What are some examples? Do you know people who could have used the Legal Plan or the Identity Theft Plan?
Materials: Slide deck, participant workbook, and pen.
Source: The Legal Needs of American Families. A Research Study Conducted by Decision Analyst, Inc. Commissioned by LegalShield

7. A Law Firm in the palm of your hands!
Benefits:
Personal Legal Advice on unlimited issues
24/7 Emergency Access for covered situations
Letters/Calls made on your behalf
Contracts/Documents reviewed, up to 15 pages
Lawyers prepare your Will/Living Will/Health Care Power of Attorney
Traffic Related Issues
IRS Audit Assistance
Trial Defense
Family/Domestic Services*
25% Preferred Member Discounts
Spend a few minutes talking about the aspects of the legal plan. Share a few stories and examples.
LegalShield Benefits
A Law Firm in the palm of your hands!
Exclusions and limitations apply. Service and benefits vary by state/province.
Please review contract for complete terms, conditions and exclusions before purchase.

8. Pricing $24.95/Group $23.95/Large Group $20.95
Who’s Covered
Pricing $24.95/Group $23.95/Large Group $20.95
The member
The member’s spouse
Never-married dependent children, including full-time college students, under age 26 and living at home
Dependent children under age 18 for whom the member is legal guardian
Physically or mentally disabled children living at home
For Employer Groups
Dependent coverage from 18-26 8

9. Don’t Become a Statistic
Identity theft has been one of the top consumer complaints filed with the FTC for 16 years straight.
Victims are spending an exorbitant amount of time and money dealing with it.
The criminals are getting smarter.
Breaches happen too often.
That’s why you need identity theft protection that’s more than a website.
Quick minute on the timing of offering IDT coverage.

10. What is the Solution?
Educate your clients about the benefits of purchasing a comprehensive identity theft plan - IDShield
IDShield provides both credit and internet monitoring
IDShield is the ONLY Identity Theft plan that provides access to private investigators
Quick minute on some of our differentiators.

11. A Shield in the palm of your hands!
The Difference
Unlimited consultation and guidance
Unlike some offerings, there are no extra fees to access personalized help
Best practice advice on use of Social Security Number, Online Financial Transactions and all Identity related questions
Members are updated on emerging identity theft trends through member publications and alerts
Talk a couple of minutes on the value of consultations with Kroll
IDShield Benefits
A Shield in the palm of your hands!

12. Nearly 80% of ID Theft Issues do not appear on a credit report!
The Difference
Real-time monitoring of what matters
A comprehensive monitoring solution covering a wider variety of personal information identifiers
IDShield sent over 6.5M individual alerts in 2016
Credit, Privacy and Security Monitoring
A couple of minutes of the comprehensive monitoring that we offer.
Monitored information includes:
Name and Date of Birth
Address
Social Security Number
Credit/Debit/Retails Cards
Passport
Bank Accounts
Drivers License
Social Media Accounts
Medical ID
And More!
Did you know?
Nearly 80% of ID Theft Issues do not appear on a credit report!

13. A Shield in the palm of your hands!
The Difference
Complete Identity Restoration
Dedicated 1:1 relationship with Licensed Private Investigators
Use of a Limited Power of Attorney to alleviate the burden
24/7/365 emergency assistance
Quick access to your Investigator via free mobile app
$5 Million Service Guarantee
A couple of minutes on the value of restoration as opposed to resolution. Talk about Kroll and their resumen, $5 million guarantee.
IDShield Benefits
A Shield in the palm of your hands!

14. Plan Rates per Month Group Rates/ Large Group Rates
Family - LegalShield
$24.95
*$23.95/$20.95
Family – IDShield
Individual/Employee Only
$9.95
$18.95/$15.95
$8.95/$8.45
Family - LegalShield & IDShield
$49.90
*$38.90/$33.90
Sum up the pricing of these plans and talk about memberperks.

15. Thank You For Your Business!