Basic Training For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

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Presentation transcript:

Basic Training For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

You made a great decision Workbook P 2 History of Legal Shield Established in 1972 Revenue approx. $450 million 1.4 million memberships across U.S.A. and Canada 2.1 million requests for legal  assistance Expert administration of Legal and Identity Theft plans One of a kind legal services product that covers everything from the trivial to the traumatic This slide gives you the opportunity to share your own perspective on why LegalShield is such an incredible opportunity as well as your personal story in LegalShield. You’ve made a great decision to join LegalShield as an independent associate. History of company: • Established 1972 • Revenue approx. $450 million • 1.4 million memberships across U.S.A. and Canada • 2.1 million requests for legal assistance • Expert administration of Legal and Identity Theft plans • One of a kind legal services product that covers everything from the trivial to the traumatic For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

The reason for our success Workbook P 2 Unique and difficult to duplicate product Little competition Suite of products to fit different targets We just talked about how great the company is. This slide specifically helps to transition to why LegalShield is so unique and the fundamental reason why we’ve had the success we’ve had. Talking points: Not a discount buying club or “me-too” product Unique in all the world of networking Not started as a networking company – started because of a real need in the marketplace We offer suite of products not available anywhere else It is possible to earn six figures by marketing the product alone – not the case with other companies   We have a DEDICATED network of accomplished law firms (*a proprietary system of provider law firms covering 49 states and 4 provinces of Canada). For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Your future is bright! Workbook P 2 We have less than a 3% share of the market and less than 1% of revenue. Our system has changed the way legal services are delivered to the consumer. $114 million paid in commissions in 2010 145 members in the Millionaire Club [Those who have earned $1,000,000 or more over their PPL careers] More than 400 six-figure ring earners [Those who earn a six-figure income within a 12 month period] 40 years of experience This slide is to clearly communicate that LegalShield is poised to revolutionize one of the largest, oldest industries in history. Talking points: We live in a litigious society and, like an exclusive country club, few people have access to the legal system Legal system is broken for most North Americans We have many Associates who’ve achieved great success because of this great opportunity in the last 40 years, the foundation has been laid. The infrastructure is in place…our business is scalable and poised to grow. For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Activate your Associate Benefits Plan Package Workbook P 3 Congratulations on taking the first step of activating your Benefits Association Package. Marketing a membership Completing Basic Training Associates Benefits Plan Package includes: Prescription Discount Card Program Ada Travel Service (ATS) Office Depot eShipper CheckInn Card Vehicle Advantage and more! One of the first benefits of joining LegalShield: The Associate Benefits Plan: Makes your life easier as an independent associate. Agreements with suppliers to save money on services you currently use. By attending Basic Training, you’ve taken the first of two steps in activating your membership. The second step is market your first membership Give a short explanation of the benefits package and what it will do for them. Show them the business in a box and in which file to find details on the benefits package. As a trainer, the activation of their benefits package allows you to keep everyone committed through the end of the training. Remind the attendees that by signing in at the end of the class it will complete the first step of activating their benefits plan membership. And many More! Be sure to check in with the Basic Training organizer at the end of the class for credit. For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Time and financial freedom? What do you want? Why are you here? Workbook P 3 Time and financial freedom? What do you want? Be Do Have Every successful leader in Legal Shield knows how to deliver this critical message. Here are some talking points: Why are you starting a new business? What will you do with the money you earn? What will it help you accomplish? Borrow from the beauty of tomorrow to help you enroll in the activities of today. Many People stop dreaming Don’t be part of the 97% who do the same thing day after day Communicate there is a better option because of Leverage and timing Give 5-8 minutes to write down things in each category – What do they want to be, do and have? (show next 3 slides during this time at 2-3 minute intervals – play some music in background) For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

What do you want to be? P 4 Workbook Lets spend a couple minutes on what do you want to Be… A good father/mother. A leader. A friend. A mentor. A presenter. An entrepreneur. In good shape physically. Healthy. Happy. Etc… These are ideas that lean towards a person’s greater purpose, values, virtues, and your career. For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

What do you want to do? P 4 Workbook Let’s spend a couple minutes on things you want to Do. Travel, adventures (skydiving, zip line…etc), learning a new skill (piano etc.), playing sports, debt free, give to charities, etc… These are ideas related to experiences they want to have, things they want to learn or things they want to do or accomplish For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

What would you like to have? Workbook P 4 Our business model is filling an unmet need in North America. By providing access to the legal system and helping others create financial freedom we can all do well in the process. "You can have everything you want in life, if you help enough other people get what they want." Zig Ziglar For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

The need in the market makes for a big opportunity A legal situation is any situation where the help or advice of an attorney could better the outcome of that situation. There is a large need in the marketplace for what we offer which makes for a big opportunity. For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

LegalShield Membership Workbook P 5 Legal Advice unlimited issues Traffic-Related Issues Trial Defense Pre-Trial Representation at trial Letters/Calls made on your behalf IRS Audit Contracts & documents reviewed up to 10 pages 25% Preferred Member Discount Lawyers prepare Your Will Living Will Healthcare Power of Attorney 24/7 Emergency Access for covered situations The trainer’s goal is three-fold: 1. Educate the associate on the basic benefits and exclusions of the family plan 2. Give the product presentation for your state/province using the brochure and including all the details including exclusions. 3. Effectively communicate how incredible our product and what a great value it is Online legal forms If you were my attorney, what would you charge for these services? Now, let’s review the membership brochure for our state of residence. It is important that when you present the membership that you provide your prospect full details on benefits, limitations and exclusions of the membership. For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Licensing P 6 States which require a license: Alabama Nebraska Workbook P 6 States which require a license: Alabama Nebraska Arkansas New Jersey Florida North Dakota Illinois South Carolina Massachusetts Tennessee Mississippi Texas Missouri Virginia Montana Wisconsin Let Associates know that some states require a license. If you are in a state that does not require a license, then this should be a 30 second explanation. If you are in a state or province that requires licensing, unhide the appropriate slide and let the Associates know how to get that process started. Associates have a place in their workbook to write down these steps. Provinces which require a license: Manitoba Please refer to the States At A Glance for additional licensing information For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Alabama licensing process Apply online for your license with the Alabama Department of Insurance at: www.aldoi.gov Apply for the Resident Producer Limited Lines for Legal Service Representative License fee is $60 (Visa, MasterCard, and American Express will be accepted) Your license will be posted on their website. Visit www.aldoi.gov to verify your license. Print your license from the website and send a copy to: Pre-Paid Legal Services, Inc. P.O. Box 1443 Ada, OK 74820 Include $30 for your company appointment Include your Associate number Alabama Licensing information For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Arkansas licensing process Obtain license application by contacting the Pre-Paid Legal Licensing Department at (580) 436-7424, licensing@pplsi.com or visit http://www.state.ar.us/insurance Complete Application and mail to: Arkansas Insurance Department Licensing Division 1200 West 3rd Street Little Rock, AR  72201 Include: completed Arkansas Individual Resident Insurance Producer License application form completed and notarized Arkansas State Police Form ASP-122 legible copy of your driver's license or a legible copy of your state IDcard, if you don’thave a driver's license personal check, money order or cashier's check for $70.00 payable to "Arkansas Insurance Department Trust Fund" (no temporary checks) money order or cashier's check for $22.00 payable to the "Arkansas Insurance Department" (no personal checks accepted) You will receive your license by mail. Send a copy of your license with $12 to: Pre-Paid Legal Services, Inc. P.O. Box 1443 Ada, OK 74820 If you answer yes to any question on the Arkansas license application you must attach a statement detailing what occurred and what was the outcome of the occurrence. The application indicates what additional documentation is required. For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Florida licensing process Apply online with the Florida Department of Financial Services: www.myfloridacfo.com the license you are applying for is the 02/56 Legal Expense The $55 license fee can be made online by credit card or mail a check or money order to: Florida Department of Financial Services Receipts Accounting Section P.O. Box 6000 Tallahassee, FL 32314-6000 Have your fingerprints completed by an approved LiveScan site.  Information is available at www.myfloridacfo.com Once the Florida Department of Financial Services has processed your license application, go to www.myfloridacfo.com , select My Profile & print a copy of your Florida license. You must print a copy of your license within 7 days of applying or you will have to pay $5 for a duplicate copy of the license. Submit the following items to Pre-Paid Legal Services, Inc., P.O. Box 1443, Ada, OK 74820: A copy of your Florida license Your Social Security number Your Date of Birth $60.00 appointment fee You will receive a letter when your appointment has been completed. You may not begin marketing legal services until your appointment has been completed. For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Illinois licensing process Print an application from here: https://www.prepaidlegal.com/pdf/51705.pdf Complete the licensing application and submit it along with a $50 check made payable to Pre-Paid Legal Services, Inc. The application and check should be submitted to: Pre-Paid Legal Services, Inc. P.O. Box 1443 Ada, OK 74820 NOTE: The State of Illinois will not accept PO Box #'s. Please give a physical address so that your application can be processed without delay. For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Massachusetts licensing process Obtain an application by contacting the Pre-Paid Legal Licensing Department at (580) 436-7424, licensing@pplsi.com or visit http://www.state.ar.us/insurance Residents of the state of Massachusetts must hold a Property & Casualty License in order to offer Pre-Paid Legal plans. Following is the step-by-step process for obtaining your license. Attend a pre-licensing course (Optional but highly encouraged for your success) Seminar cost: $165 via money order (Includes the two-day class program, text, and computer exam disk simulating the style and format of the state exam) Allow yourself at least 14 days to read through the 14-chapter book you’ll be provided. Studying before taking the exam is essential for success. Pass the test Test sites available in Boston, Lowell, Springfield, New Bedford, and Woburn. Testing Fee: $65 via money order, cashier’s check or company check, made payable to Thompson Prometric formally Experior (Cash and personal checks not accepted.) To schedule a test, call Thompson Prometric : 800-741-9380 OR go to www.experioronline.com to register online. After passing your exam, Submit the following documents to Division of Insurance-Producer Licensing, PO Box 370043, Boston, MA 02241-1743: Uniform Application for Resident Individual Insurance Producer License Original test scores from Thompson Prometric formally Experior Check made payable to Commonwealth of Massachusetts in the amount of $300 After receiving your license, Submit a copy to Pre-Paid Legal Services, Inc., PO Box 1443, Ada, OK 74820, along with $75 and your Associate number for the company appointment. Once the appointment has been completed, you may begin marketing. Note: If you already hold a Massachusetts Producer License with Property & Casualty lines, please send a copy to LegalShield with $75 For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Mississippi licensing process Print application from: https://www.prepaidlegal.com/pdf/51706.pdf Submit completed licensing application and product test with a $10 check made payable to: Pre-Paid Legal Services, Inc. P.O. Box 1443 Ada, OK 74820 Include the following statement for each applicant concerning his/her character. The statement must be specific and include the following: A character letter must be submitted by a person that has personally known the Associate at least 5 years either personally or as a business acquaintance. This person must state specifically how they know this Associate. Relatives can not be used. Advise in what capacity the Associate is known and how long. The statement requires that you know this person to be of good character and would recommend them to market for Pre-Paid Legal. State to the best of their knowledge whether the Associate has been charged with a felony or misdemeanor and whether they are currently on probation. Complete 3 hours of training and a product test. This training must be given by an Associate that is a Level 4 or higher. Please give information regarding this training on question 26 of the product test. The product test is a part of your Mississippi Licensing package. For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Missouri licensing process Prepare for the Missouri Insurance test with study guide materials. Register at www.Pearsonvue.com . You will need to create an account: Select Category: Insurance  Program: Missouri Select exam registration: create account You will enter in demographic information Once registered you will need to save ID and Password Log-in to schedule your exam. Click on schedule a test Select a test Missouri Insurance (Prepaid Legal Plans 12-MO-78 Select a test center, date, time and payment method for the $41 exam fee (credit card, voucher, & direct debit) After passing the exam, complete the attached NAIC license application. Under "Employment History" list LegalShield, Inc. as a current employer and under Position Held add "Independent Contractor". Otherwise the Department of Insurance may return your application as incomplete. Submit the application and $100 fee to: Missouri Department of Insurance Financial Institutions & Professional Registrations P.O. Box 65102-4001 Jefferson City, MO 65102-4001 Include a cashiers check or money order for $100 made payable to Missouri Department of Insurance Financial Institutions & Professional Registrations (DIFP). DIFP will not accept a personal check. Once you receive your license, you must submit a copy to Pre-Paid Legal Services. Please mail or fax a copy of your license to Pre-Paid Legal Services, Inc., PO Box 1443, Ada, OK 74820 or fax to (580) 436-7555. Once we have received a copy of your license, you may begin marketing. For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Montana licensing process Pre-register by calling Promissor at 1-800-274-8906. Promissor will charge your credit card $75 for the exam fee. At this time, Promissor will schedule your exam. After passing your exam, submit the following documents to: LegalShield, Inc. PO Box 1443 Ada, OK 74820 Individual Producer Application for License Original test scores In order to expedite the process, please complete all questions and notarize the application. Please allow 6 weeks to process the license. You may not sell LegalShield in Montana until you have received your approved license back from the State. For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Nebraska licensing process Print application from: https://www.prepaidlegal.com/pdf/51700.pdf Complete the license application (Form DOI-9001) and submit it to the Nebraska Department of Insurance along with a $60 check or money order made payable to the Nebraska Department of Insurance. Once you receive your license from Nebraska, please send a copy to: Legal Shield PO Box 1443 Ada, OK 74820 Include $25 and your Associate number for the company appointment Once your appointment has been completed, you may begin marketing in the State of Nebraska. You will be notified when the appointment is completed. For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

New Jersey licensing process To obtain a license in New Jersey, you must have your fingerprinting completed before applying for the license. Go to www.state.nj.us/dobi/livescan.htm to print the MorphoTrak fingerprint application. Call 877-503-5981 to schedule your fingerprinting appointment. Be sure to take the following with you to this appointment. Completed MorphoTrak application A photo ID that includes name, address, and date of birth (valid photo driver license, valid photo State issued passport). $70.25 fingerprint fee (money order or credit card, no checks accepted) Once you have completed the fingerprinting process you will then need to go to: www.state.nj.us/dobi/inslic.htm to complete the license application, use credit card to pay the $100 licensing fee. Once on the site choose "Online New Resident Producer Applications" On the next page click on "Apply for a New Resident Producer License" On the left hand side of the NIPR page click on "Begin ERL Application" Once you receive your New Jersey License forward a copy along with the $80.00 appointment fee to: LegalShield, Inc. PO Box 1443 Ada, OK 74820 For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

North Dakota licensing process Contact Promissor and register for the exam (exam fee is $90). http://www.promissor.com Once you have passed the exam, complete form SFN 10800, enclose a check or money order for $100 (payable to North Dakota Insurance Department) and return the information to: North Dakota Insurance Department 600 East Blvd. 5th Floor Bismarck, ND 58505 Once you receive your license, you must submit a copy to LegalShield, Inc. with $10.00 in order to obtain a company appointment to begin marketing. For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

South Carolina licensing process Print application from: https://www.prepaidlegal.com/pdf/51704.pdf Complete the licensing application along with a $40 check or money order made payable to Pre-Paid Legal Services, Inc. and mail to: Pre-Paid Legal Services, Inc. P O Box 1443 Ada, OK 74820 For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Tennessee licensing process Obtain application from the licensing department at: (580) 436-7424 Complete the licensing application (marking "Legal" under lines of insurance applied for) and submit it to the State of Tennessee at the address listed below along with a money order or cashier's check for $50. Send application to: Department of Commerce & Insurance Agent Licensing Section 500 James Robertson Parkway Nashville, TN 37243-1134 Note: At the bottom of the licensing application, under declaration, please sign and date the application. The company name and address is: Pre-Paid Legal Services of Tennessee, Inc. PO Box 145 Ada, OK 74820 The State of Tennessee will send a license to your address listed on the license application. (Be sure to put your personal address and not the address of Pre-Paid Legal. ) In order to begin marketing Pre-Paid Legal, we need the following: Copy of Tennessee Legal license Check or money order made payable to Pre-Paid Legal for $33 For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Texas licensing process To apply on-line with the Texas Department of Licensing and Regulation you will need to go to www.license.state.tx.us The Texas Department of Licensing and Regulation will mail the license to you. Please mail or fax a copy of your license to: Pre-Paid Legal Services, Inc. PO Box 1443 Ada, OK 74820 Once we have received a copy of your license, you may begin marketing. For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Virginia licensing process To obtain a license in Virginia you must register with the Office of Consumer Affairs (OCA) at the Virginia Department of Agriculture and Consumer Services website at www.vdacs.virginia.gov/consumers Payment of the on-line registration fee is by Visa or MasterCard only and the fee is $50. Credit cards from a third party other than the registering individual are accepted. Once the on-line registration is complete, please print a copy of your registration form and fax to (580) 436-7555. Once we receive conformation of your registration, you may begin marketing. For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Wisconsin licensing process Licensing information bulletins can be obtained by contacting the Licensing Department at (580) 436-7424, licensing@pplsi.com or from the Promissor website at: http://www.promissor.com All licensing information may be obtained by contacting the Wisconsin Insurance Department at (608) 266-8699. Note:  Once you obtain the Wisconsin Legal Expense license please contact the Licensing Department for information regarding the company appointment. For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Stories Sell – Facts Tell The attorney’s letter saved me more than $700! I really didn’t think that my complaint with the health insurance company could be resolved in my favor, but evidently a simple letter from the law firm was all I needed. Iowa Member I would like to mention the work of [my provider attorney]. She was prompt and efficient in handling my tax problem when many others couldn’t. I appreciate the assistance that this service provides. Pennsylvania Member Thank you for your above and beyond effort in reviewing my car contract and getting it back to me an hour after I emailed it to you! I realize it was short notice, but I appreciate the quick turn around. Your promptness has helped me tremendously and makes me even more proud to sell this service to people. North Carolina Member I want to thank [my provider attorney] in Arizona for his persistence in staying in contact with me, and providing me with advice and support through a potentially costly incident. He saved me over $2,500 and a potential bad credit rating for a foreclosure, by the advice he gave me that I followed. I wish everyone I talk to could see how valuable this incredible service is. Arizona Member Read through the short testimonials provided here and allow for live testimonials if available. If a larger Basic Training – as the trainer, these should be pre-setup before the training starts. For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

The LegalShield Membership Workbook P 8 Use your Membership Write down one thing right now to call about Put your Provider Law Firm number on speed dial Attend the Law Firm Open House Go to your back office to view a detailed product benefits explanation Transition: Now that you know the details of the product, lets talk about how you can get paid by helping people get access to this amazing product! For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

LegalShield compensation Get Paid Today… Encourage Associates to use the membership Have Associates write down one thing they can call about on the next business day Have them write down in workbook when the open houses are if available Have them write the number in the workbook - Have them pull out their cell phone and add it in Objective in this section is to increase retention by usage and education …Get Paid Long Term! For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Compensation There are 2 ways to Advance through the Compensation Plan Rank Income per $26.95 Personal Production Organization Production Executive Director $189.16 50/month 75/month Director $155.46 150 (3 manager legs) Manager $129.55 50 100 (and 3 Sr. Associate Legs) Sr. Associate $103.65 25 50 (or 3 Associate Legs) Associate $77.73 5/12 (unless Fast Start Qualified) 25 (unless Fast Start Qualified) Your objective on this slide is to provide an overview of the compensation. Timing does not allow for a detailed breakdown…and the new Associate does not need it at this stage in the game. In LegalShield, we are a product driven company. You can move up the compensation plan just by marketing memberships or through organization production. Point out that it takes 12 personal sales or 25 organizational sales. This is how you advance…however…there is a short cut. How many people like shortcuts? That shortcut is called Fast Start Qualification – and this is one of the reasons you are here today! This will position Fast Start Qualification as a bonus and not a penalty! Jr. Associate $51.82 However, there is a shortcut to Associate - Fast Start Qualifying. That’s why you are here today! Jr. Associate Associate For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Compensation There are 2 ways to Advance through the Compensation Plan Rank Income per $35.95 Personal Production Organization Production Executive Director $252.35 50/month 75/month Director $207.41 150 (3 manager legs) Manager $172.82 50 100 (and 3 Sr. Associate Legs) Sr. Associate $138.27 25 50 (or 3 Associate Legs) Associate $103.70 5/12 (unless Fast Start Qualified) 25 (unless Fast Start Qualified) Your objective on this slide is to provide an overview of the compensation. Timing does not allow for a detailed breakdown…and the new Associate does not need it at this stage in the game. In LegalShield, we are a product driven company. You can move up the compensation plan just by marketing memberships or through organization production. Point out that it takes 12 personal sales or 25 organizational sales. This is how you advance…however…there is a short cut. How many people like shortcuts? That shortcut is called Fast Start Qualification – and this is one of the reasons you are here today! This will position Fast Start Qualification as a bonus and not a penalty! Jr. Associate $69.14 However, there is a shortcut to Associate - Fast Start Qualifying. That’s why you are here today! Jr. Associate Associate For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

What is the next step for you? Workbook P 10 Fast Start Qualify! The fastest way to move from Jr. Associate to Associate is to Fast Start Qualify! (Quick transition slide) Jr. Associate Associate For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

How to Fast Start Qualify (within 30 days) Workbook P 10 YOU YOU NOTE: If the new Fast Start Associate already owns a membership, another membership must be marketed. New Associate New Associate Shows personal commissions made when qualifying by marketing $35.95 memberships. The animation on this slide will show one way, followed by the other. 30 days from the date your application is processed. You will receive advance commissions at all levels once you have attended the training class Once qualified, you will receive advance commissions on all business Fast Start Jr. Associate with Membership Member Member Member Member Member Member Member $69.14 X 3 = $207.42 $69.14 X 5 = $345.70 Either option, within 30 days, moves you to the Associate level! You’ll receive 50% advance commission on your first memberships until you Fast Start Qualify. For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Benefits of Fast Start Qualifying Receive full advance commissions on all memberships for Fast Start Qualifying Prior to Fast Start Qualifying, you will receive 50% advance commissions Participate in Training Bonuses You can earn between $15 and $140 training bonus every time someone on your team Fast Start Qualifies! Receive advance commissions on all memberships – details in workbook. Prior to qualifying, they will receive 50% advance commissions. By Fast Start qualifying yourself, you can help others do the same thing and be paid training bonuses for helping them qualify! Bonuses will release when you Fast Start Qualify yourself. (Remember: there is not adequate time to explain the bonuses at each level – just explain that this is one more reason to Fast Start Qualify) For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Your Goal  Advance in the Plan Jr. Associate Associate Sr. Associate Manager Director Executive Director Our goal is to help you move up the compensation plan. This should be a quick transition. For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

How to move through the plan. Workbook P 11 Jr. Associate w/ Membership Manager Director Manager Sr. Associate Associate Member Manager Member Sr. Associate Associate Advancing in our compensation plan is simple! Find out what you need to do to get to the next level…do it…then, help 3 people do what you just did. Make the point that anyone can achieve Manager structure and volume over some period of time, some people longer, some people shorter – also, this serves as a transition to the next slide which shows an achievable override example at manager. Manager is 3 Senior Associates and 100 sales. Sr. Associate Associate Member Advance yourself…then help 3 people do what you just did! AND 100 Memberships OR 50 Memberships Member Member Member Member For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Override compensation Workbook P 11 Rank Income per $35.95 plan Executive Director $252.35 Director $207.41 Manager $172.84 Sr. Associate $138.27 Associate $103.70 Jr. Associate $69.14 Overrides $44.94 $34.57 YOU 3 personal memberships $518.52 Sr. Associate Manager Sr. Associate 5 memberships $518.55 7 memberships $241.99 7 memberships $483.98 Overrides are paid on the difference between your rank and the rank of the person who marketed the membership. We do well by helping others achieve their goals! The more memberships marketed…the more you make. The better your retention (selling good memberships) – the better your financial future will be. Slide shows example of Manager with total of 22 memberships = $1763.04/month or week…depending on the time frame it happens in! Most importantly, this is an opportunity to sell the associate that this is achievable for anyone who will commit to the process and to discuss what $1-2000 part-time would do for the average family in North America. Sr. Associate Associate Jr. Associate 22 memberships = $1763.04 In override and personal commissions For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Power of Residual Income Workbook P 12 You can earn between 1-18% residual. The residual will depend on the quality of the retention of your book of business. Your residual is based on both personal and override income. Based on what is considered the backbone of your book of business, your residual income is directly related to the retention of your memberships. The longer the memberships you write remain on the books, the longer you receive income from those memberships. You receive renewal income for the life of those memberships, which begins the 13th month of the membership. Here’s what is awesome about LegalShield. You can earn residual income for the life of your book of business. Residual income is like royalty income in the book or music industry – do something once and get paid for it long term. You can earn between 1-18% residual. The residual will depend on the quality of the retention of your book of business. Residual is based on both personal and override income The key objective is to sell the concept of residual income…not to get bogged down in details. Second, sell the value of writing a good book of business. For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Player’s Club - Be a Player Workbook P 12 Bonus Vacations Activity Points Earned Market a Membership 1 point Recruit an Associate Help personally recruited associate Fast Start Qualify 2 points Months Qualified Bonus 12 months $300/month 24 months $400/month 36 months $500/month You can carry over up to 5 points each month. Retention requirements apply. For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

QUICK 5 MINUTE BREAK 5 minutes Take a break – we’ve covered all the details of the product and compensation. After break we will talk about how to get paid!

The system makes it all possible Workbook P 14 You Duplication System It’s all about duplication. Trust in the process: Anyone can recruit a superstar… even from 300 miles away Be System Dependent vs. People Dependent Be the messenger not the message Your teammates will do what you do…not what you say they should do. Spare us your brilliance for 90 days and just plug in and do the system. As a trainer, you know how important the system is. Just communicate it. For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Systems P 14 3-5 Exposures Follow up within 48 hours Workbook P 14 3-5 Exposures Follow up within 48 hours Use tools to share the plan Flipbook DVD Website List Contact and Invite Share the Plan Expert Event Build a big list to build a big business! 3-way Call with an expert Get yourself out of the way Expert will make the invitation Shows prospect a support system exists Edification Live Event Private Business Receptions Private Conference Calls Business Opportunity Meetings Luncheons Regional Events Everyone has to do two things: Make a list Contact and Invite The presentation can be 1 or a combination of 3 possibilities: Share the Plan Leverage an Expert Invite them to a live event This is an overview slide of the system. Each area should quickly be touched on and let the audience know that you will cover each area in detail in coming slides. Invitation Learn to make an approach Use a script Pique interest Set an appointment For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Your list Big List = Big Business Build your list… Sort Your List P 15 Workbook P 15 Big List = Big Business No pre-judging Do not make decisions for other people Build your list… Rewards for biggest list Sort Your List Share the Plan Expert Live Event Memory Jogger Teacher Fireman Sales Banking Police Day Care Preacher Nurse Photography Military Janitor Restaurant Sports Investments Church Beauty Landscaping Entrepreneur Insurance Construction Taxes Real Estate Management Theater Dentist Music Retired Doctor Automotive Human Resources Give people time on this slide to work on their list (8 min) – may want to play background music Explain that when you pre-judge people, you are making a decision for them and that is not fair to them – everyone should go on the list…you will decide later how, when and if you will contact them If you get stuck, use the memory jogger to think of people you know if those areas Can make it a competition at the event for who has the largest list with numbers…etc. For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Contact and invite Use a script… (5 min) Pick up the phone! P 22 Workbook P 22 Use a script… (5 min) I need to practice my presentation… Three Part Appointment Set: I have something to show you… You may or may not be interested… It will only take 15 minutes. Pick up the phone! Call people and book five appointments Have people role play with a partner for 5 minutes using whichever script they feel more comfortable with Full scripts are in the workbook. Allow 5 minutes for the new Associates to make calls and book appointments. Do the flipbook presentations live at your Basic Training. One recommendation is to make it a game – first 3 appointments booked (raise their hand so they don’t interrupt someone else’s call) get a prize (book, tool package…etc) For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Share the plan Use Tools Practice Flipbook (10 min) P 22 Workbook P 22 Use Tools WEBSITES FLIPBOOK DVD’s/CD’s Practice Flipbook (10 min) Difference between the membership and opportunity sections Choose one section and practice with partner Explain difference between the membership and opportunity portions of the flipbook and when you might use each. Websites and DVDs are excellent for people that you cannot book a flipbook presentation with (due to distance or schedule) For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Your Friends/ Family/ Neighbors Leverage the expert Workbook P 23 You Your Friends/ Family/ Neighbors Your Expert Know, Like & Trust Respect Edification 3-way call Edification – setup call correctly De-Edification Edification “He/She wants to talk to you.” “I want you to hear his/her story.” “I know you’re busy, it’ll be quick.” “He/she is busy, let me see if I can get a moment of his/her time.” “Let me call my buddy.” “I’ll get Mr. Smith on the phone.” This slide is to explain what edification is and why it works. Your friends, family and neighbors, know, like and trust you, but they don’t necessarily respect you…especially with respect to marketing legal services. This is why it is critical to get a 3rd party expert involved. With your edification, you create the respect necessary for the prospect to properly hear the message. Go over the difference between edification and de-edification. For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Live events P 23 Weekly Business Briefing Great overview Workbook P 23 Weekly Business Briefing Great overview Core of your business Luncheon Easy invite Effective – quick overview Regional Bigger picture Ongoing/Advanced Training – get better PBR & PCC Book Your PBR or PCC now Go over types of live events and their respective benefits   For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Promote next event P 24 Workbook For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

Next regional event Date: Time: Location: Details: P 24 Workbook For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.

You have everything you need Workbook P 26 You only get your first 30 days once You have all the support You have all the systems Use your membership Congratulations! GO! This is a wrap-up slide. You now have everything you need to succeed in LegalShield. You only get your first 30 days in the business once…and you can forever carry that story with you in LegalShield (i.e. “in my first thirty days, I made $1000 and never looked back!”) You have all the support, training and systems you need. Make sure you use your membership and do your PBR. Ready….GO! For internal training purposes only. Not to be edited or duplicated. ©2011 Pre-Paid Legal Services, Inc.