What we will cover today:
1. WHO we are
2. WHAT we do
3. WHY so many people are joining
us right now

2
The Company
•
•
•
•
•
•

Established 1972

Revenue approx. $450 million
4 million covered lives across U.S.A. and Canada
2.1 million requests for legal assistance annually
34,000 business accounts
700 employees based in Ada, Oklahoma including
extensive in-house customer service representatives

2
Exceptional Service
Proposition
• Each legal provider is organized to provide service for
the membership in its state
•
•

Fees are paid to the dedicated LegalShield law firm up
front on a per capita basis (over $100m paid per annum)

• Calls accepted and serviced efficiently and effectively
Service quality is guaranteed by LegalShield provider
attorney QC systems (which includes real-time monitoring)
5
Have you ever...
• Signed a contract or document?
S
• Been overcharged or treated unfairly?
B
• Received a traffic ticket?
R

• Known a victim of identity theft?
K
• Been in a situation where you thought the
B

advice of a lawyer might be useful?

5
You need LegalShield.
•
•

For one flat monthly fee, you can access
legal advice, no matter how traumatic
or trivial the issue.

•

6

LegalShield gives you the ability to talk to
a lawyer on any matter without worrying
about high hourly costs.

Under the protection of LegalShield
you and your family can live your life
on your terms worry-free, every day,
day, night.
every every night.
Advice and Consultation
Our Coverage*
Family Matters

Financial

•
•
•
•
•

•
•
•
•
•

Adoption
Alimony
Child Custody
Divorce
Domestic Violence

Affidavits
Collections
Medical Disputes
Contract Disputes
Bankruptcy

Home

•
•
•
•
•

Contractor Disputes
Foreclosures
Mortgages
Refinancing
Security Deposits

Auto

IRS

Estate Issues

•
•
•
•
•

• Audit Protection
• Collection Defense

• Health Care Power
of Attorney
• Living Will
• Wills
• Irrevocable Trusts
• Revocable Trusts

Driver’s License Revocation
Driver’s License Suspension
Driver’s License Restoration
Minor Traffic Tickets
Defense of Vehicular Homicide

In fact, we give professional advice on all matters from the trivial to the traumatic (including pre-existing conditions).
* Review the membership brochure for your selected plan and state of residence for full details on benefits, limitations,
and exclusions.

7
Over 2 million requests annually . . .
Our Services

•
•
•
•
•

Legal Advice - Unlimited issues
Advice Unlimited issues
Letters/Calls made on your behalf
Letters/Calls made on your behalf
Contracts/Documents reviewed
Contracts/Documents reviewed
up to 10 pages
Online Legal Forms
Legal Forms/Videos
Lawyers Prepare
Prepare
•
•

Y
Your Will, Living Will,
H
Healthcare Power of Attorney

•
•
•
•
•

T
Traffic-Related Issues
*
24/7 Emergency Access for
covered situations
Trial Defense
Defense
•
•

Pre-Trial
Pre-Trial
Representation at trial
Trial

I Audit Assistance
IRS
2 Preferred Member Discount*
25%

If you were my lawyer, what would you charge for these services?

8

* Up to 90% of member inquiries are covered by the plan with no additional fees. All other requests for service are entitled to a 25%
discount to the law firm’s hourly rate (including pre-existing issues).
Review the membership contract for your selected plan and state of residence for full details on benefits, limitations, exclusions.
The Market Is Ready!
• 93% of respondents believe lawyers
charge too much.

• 76% of respondents said that they
were hesitant to call a lawyer.

• 9 out of 10 respondents said if cost
were more affordable, they would
seek legal advice.
Source: The Legal Needs of American Families. A Research Study Conducted by
Decision Analyst, Inc. Commissioned by LegalShield

9
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.
Source: The Legal Needs of American Families. A Research Study Conducted by
Decision Analyst, Inc. Commissioned by LegalShield

10
Who’s covered
•
•
•
•

Dependent children under age 18 for
whom the member is legal guardian

•

Full-time college students up to age 23;
never married, dependent children

•
11

The member

Physically or mentally challenged
children living at home

The member’s spouse
Never-married dependent children
under age 21 living at home
Identity Theft . . .
Identity theft is repeatedly the #1 consumer
complaint category in America.
Identity theft manifests itself in many
different ways:
• Credit fraud
• Social Security fraud
• Driver’s License fraud
• Medical fraud
• Criminal/Character fraud
12
Identity Theft . . .
Victims often face
issues such as:
• Problems securing a loan
• Harassment from debt collectors
• Possible arrest for crimes
committed by the identity thief
Our plans not only provide expert
consultation on how to prevent theft
but also provide full restoration of
your identity should a breach occur.

13
Identity Theft . . .

14

*Review the membership brochure for certain requirements and exclusions
**Services are performed upon member request
In addition to the services provided by our plans,
members may also receive special member discounts:

• Computer/Office
• Rental car
Financial Services
• Cell Phone ServiceFinancial Services
• Auto Discounts
• Travel
16
What’s Right For You?
At LegalShield it’s simple, you choose which plans work best for
you and your family:

Your first month’s payment will include a $10 enrollment fee.
* When you purchase an Identity Theft Plan along with the
Legal Plan you will receive the discounted rate as noted in
the chart.
17
Worry-free, every day, every night,
now and forever!
For about $1 a day, isn’t it worth
protecting your family?
Who do you know who

•
•
•
•

has
H children?
has
H had their identity compromised?
is
i self-employed or a business owner?
needs to prepare or update their Will?
n

They could benefit from this
membership right now.
18
The opportunity
is here . . .
We have:

•
•
•

19

unique and difficult
to duplicate products
little competition
a suite of targeted
products
Join LegalShield Now
Why LegalShield?
• Income
• Time
• Freedom

Why Now?
• Market potential
• Customer need
• Industry in transition
• Economic environment

20
LegalShield Overview Briefing Individual Family Benefits Only-No group-No biz opp-16-x9 (no videos) exp hidden slides 2.6.19 final

LegalShield Overview Briefing Individual Family Benefits Only-No group-No biz opp-16-x9 (no videos) exp hidden slides 2.6.19 final

  • 2.
    What we willcover today: 1. WHO we are 2. WHAT we do 3. WHY so many people are joining us right now 2
  • 3.
    The Company • • • • • • Established 1972 Revenueapprox. $450 million 4 million covered lives across U.S.A. and Canada 2.1 million requests for legal assistance annually 34,000 business accounts 700 employees based in Ada, Oklahoma including extensive in-house customer service representatives 2
  • 4.
    Exceptional Service Proposition • Eachlegal provider is organized to provide service for the membership in its state • • Fees are paid to the dedicated LegalShield law firm up front on a per capita basis (over $100m paid per annum) • Calls accepted and serviced efficiently and effectively Service quality is guaranteed by LegalShield provider attorney QC systems (which includes real-time monitoring) 5
  • 5.
    Have you ever... •Signed a contract or document? S • Been overcharged or treated unfairly? B • Received a traffic ticket? R • Known a victim of identity theft? K • Been in a situation where you thought the B advice of a lawyer might be useful? 5
  • 6.
    You need LegalShield. • • Forone flat monthly fee, you can access legal advice, no matter how traumatic or trivial the issue. • 6 LegalShield gives you the ability to talk to a lawyer on any matter without worrying about high hourly costs. Under the protection of LegalShield you and your family can live your life on your terms worry-free, every day, day, night. every every night.
  • 7.
    Advice and Consultation OurCoverage* Family Matters Financial • • • • • • • • • • Adoption Alimony Child Custody Divorce Domestic Violence Affidavits Collections Medical Disputes Contract Disputes Bankruptcy Home • • • • • Contractor Disputes Foreclosures Mortgages Refinancing Security Deposits Auto IRS Estate Issues • • • • • • Audit Protection • Collection Defense • Health Care Power of Attorney • Living Will • Wills • Irrevocable Trusts • Revocable Trusts Driver’s License Revocation Driver’s License Suspension Driver’s License Restoration Minor Traffic Tickets Defense of Vehicular Homicide In fact, we give professional advice on all matters from the trivial to the traumatic (including pre-existing conditions). * Review the membership brochure for your selected plan and state of residence for full details on benefits, limitations, and exclusions. 7
  • 8.
    Over 2 millionrequests annually . . . Our Services • • • • • Legal Advice - Unlimited issues Advice Unlimited issues Letters/Calls made on your behalf Letters/Calls made on your behalf Contracts/Documents reviewed Contracts/Documents reviewed up to 10 pages Online Legal Forms Legal Forms/Videos Lawyers Prepare Prepare • • Y Your Will, Living Will, H Healthcare Power of Attorney • • • • • T Traffic-Related Issues * 24/7 Emergency Access for covered situations Trial Defense Defense • • Pre-Trial Pre-Trial Representation at trial Trial I Audit Assistance IRS 2 Preferred Member Discount* 25% If you were my lawyer, what would you charge for these services? 8 * Up to 90% of member inquiries are covered by the plan with no additional fees. All other requests for service are entitled to a 25% discount to the law firm’s hourly rate (including pre-existing issues). Review the membership contract for your selected plan and state of residence for full details on benefits, limitations, exclusions.
  • 9.
    The Market IsReady! • 93% of respondents believe lawyers charge too much. • 76% of respondents said that they were hesitant to call a lawyer. • 9 out of 10 respondents said if cost were more affordable, they would seek legal advice. Source: The Legal Needs of American Families. A Research Study Conducted by Decision Analyst, Inc. Commissioned by LegalShield 9
  • 10.
    The Market IsReady! • 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. Source: The Legal Needs of American Families. A Research Study Conducted by Decision Analyst, Inc. Commissioned by LegalShield 10
  • 11.
    Who’s covered • • • • Dependent childrenunder age 18 for whom the member is legal guardian • Full-time college students up to age 23; never married, dependent children • 11 The member Physically or mentally challenged children living at home The member’s spouse Never-married dependent children under age 21 living at home
  • 12.
    Identity Theft .. . Identity theft is repeatedly the #1 consumer complaint category in America. Identity theft manifests itself in many different ways: • Credit fraud • Social Security fraud • Driver’s License fraud • Medical fraud • Criminal/Character fraud 12
  • 13.
    Identity Theft .. . Victims often face issues such as: • Problems securing a loan • Harassment from debt collectors • Possible arrest for crimes committed by the identity thief Our plans not only provide expert consultation on how to prevent theft but also provide full restoration of your identity should a breach occur. 13
  • 14.
    Identity Theft .. . 14 *Review the membership brochure for certain requirements and exclusions **Services are performed upon member request
  • 16.
    In addition tothe services provided by our plans, members may also receive special member discounts: • Computer/Office • Rental car Financial Services • Cell Phone ServiceFinancial Services • Auto Discounts • Travel 16
  • 17.
    What’s Right ForYou? At LegalShield it’s simple, you choose which plans work best for you and your family: Your first month’s payment will include a $10 enrollment fee. * When you purchase an Identity Theft Plan along with the Legal Plan you will receive the discounted rate as noted in the chart. 17
  • 18.
    Worry-free, every day,every night, now and forever! For about $1 a day, isn’t it worth protecting your family? Who do you know who • • • • has H children? has H had their identity compromised? is i self-employed or a business owner? needs to prepare or update their Will? n They could benefit from this membership right now. 18
  • 19.
    The opportunity is here. . . We have: • • • 19 unique and difficult to duplicate products little competition a suite of targeted products
  • 20.
    Join LegalShield Now WhyLegalShield? • Income • Time • Freedom Why Now? • Market potential • Customer need • Industry in transition • Economic environment 20

Editor's Notes

  • #10 Slide Time: 1m/Elapsed Time: 29.5m  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, andNine 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.
  • #11 Slide Time: 2m/Elapsed Time: 31.5m  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 the market is primed for LegalShield to expand its market share.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:The 2012 Research Survey found that 57 million Americans experienced at least one legal issue in the previous 12 months.Nearly 90% of Americans say they don’t have any form of legal insurance or legal protection service that could make getting qualified legal help easy and affordable.Two thirds of Americans say they have never heard of such plans, which is where we can help them.More than 60% reported they would be interested in purchasing legal protection. (Give them a real-world example by calculating 60% of the market population in the area so that they can understand the significance. If local market is small, expand to state or nationwide).Materials: Slide deck, participant workbook, and pen.Note: Trainer will need to determine population size for local to complete the last bullet item.
  • #17 Members will receive extraordinary discounts for their computer and office needs from Office Depot, HP, and Dell.Enterprise and National Car Rental will offer a 5% discount off lowest retail to LegalShield members.As a LegalShield member, they will be eligible for the Mortgage Insiders Program and $500 cash back after closing on any refinance or purchase through Quicken Loans.Vehicle Advantage will be their advocate when it comes to buying or leasing a vehicle. When a LegalShield member chooses a car, Vehicle Advantage will negotiate the lowest possible price and assist with discounts on financing and accessories. While traveling, members will now enjoy discounted rates at over 10,000 participating hotels. Through CLC Lodging, members are guaranteed savings of 20-40% off of the lowest published rates.LegalShield members can also save with SuperShuttlewhen you book your ride to and from the airport.