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Portfolio of Services
PROVIDING POWERFUL BENEFITS • PROTECTING FAMILIES & BUSINESSES • HELPING BENEFITS PROFESSIONALS MEET MORE NEEDS
Legal Plan
Talk to an attorney. No high hourly costs.
	 Family plan covers member, spouse and
dependents
	 Individual plan covers member (with no
spouse/dependents/children)
	 Standard will preparation
	 Legal advice/consultation/representation
	 Letters/phone calls on your behalf
	 Legal document review
	 Trial defense
	 24/7 emergency assistance
	 Mobile App
	 25% Preferred member discount
Legal Plan Add-Ons
Bolster the power of your legal plan.
	 Covers member, spouse, and dependents
	 Trial Defense Supplement
•	More trial coverage
	 Home Business Supplement
•	If you own a home-based business, are
a consultant, or have rental property—
and have no employees.
	 Home Business Supplement+GoSmallBiz.com
•	Business tools, training courses, business
coaching, & unlimited business consulting
IDShieldsm
Coverage that will help protect against, and
resolve, identity theft issues.
	 Family plan covers member, spouse, and up
	 to eight minor dependents
	 Individual plan covers member only
	Consultation/Advice
	 • Identity theft advisor
	 • Credit report review
	 • Lost wallet protection
	Notifications
• Data Breach Notifications
	Access
	 • Monday through Friday 7 am - 7 pm CT
	 • 24/7/365 Emergency access to an IDShieldSM
Licensed Private Investigator for covered 	
		 situations
	 Security Monitoring
	 • Black Market Web Surveillance
	 • Credit monitoring
	 • Minor Identity Protection
	 Identity Restoration
	 • Licensed private investigators
	 • $5 Million Service guarantee
Small Business Plan* (Up to 100 Employees)
Your business deserves affordable legal
protection.
	 Covers for-profit, not publicly-
traded businesses
	 Legal consultation on unlimited matters
	 Contract and document review
	 Debt collection assistance
	 Legal correspondence
	 Trial defense services
	 GoSmallBiz.com available as add-on
Commercial Drivers Legal Plan (CDLP)
Protects your ability to earn a living.
	 Covers licensed commercial drivers
	 Assistance with moving violations
	 Assistance with DOT violations
	 Tragic accident assistance
	 Advice on license reinstatement
	 Assistance for minor personal injury/
property damage
Provide the Perfect Coverage
Enhance your product diversity and
versatility to help your clients protect their
lives with high-quality, affordable products.
	 Covers areas often overlooked
	 Elite customer service
	 Powerful plan benefits that deliver
	 Simple administration
	 Expands your portfolio
For Individuals, Families & Employees
For Your Small Business
For Brokers & Benefits Professionals
For Commercial Drivers
This is a general overview of the coverage of various plans for illustration purposes only. Not
all plans or benefits are available in all states or provinces. See a LegalShield representative
for complete terms, coverage, amounts, conditions, and exclusions.
*Services to the Small Business Plan are limited and exclusions apply.
(05.15) sheet.portfolio #54024 • © 2014 LegalShield Ada, Oklahoma
Check the Features
You Want and
Then Choose the
Plan(s) for You
You’ve thought about
it for years—do you
finally want to complete
your Will? Or do you
want an attorney to write a
letter on your behalf?
Or review a document for
you before you sign?
Are you interested in
having a legal plan for
your small business,
or in guarding yourself
against identity theft?
Check, check, and check.
We have a plan for you.
AT-A-GLANCE
Who We Are
•	 One of the first companies in North America to offer legal service plans
•	 Founded in 1972
•	 Provider attorneys’ average tenure: 15 years
•	 1.4 million families enrolled in our plans
•	 More than 1 million identity theft members with nearly 10,000 identities restored
•	 Operating in 49 U.S. states and four Canadian provinces
•	 More than 2 million member calls answered last year
•	 Since 2003, we’ve held an exclusive partnership with Kroll Advisory solutions, the world’s
leading company in ID Theft consulting and restoration.
Businesses Count on LegalShield & IDShield
•	 More than 34,000 companies, large and small, provide voluntary benefits to their employees
with LegalShield and IDShield
•	 Simplified implementation; no claim forms to file
•	 Easy maintenance procedures for administrators
•	 Over 47,000 Small Business members use the Legal Plan
•	 Three levels of legal protection for different sizes of small businesses
Legal Facts
•	 Identity theft has been the number-one consumer complaint filed with the FTC for 15 years
straight. 				—WWW.CONSUMER.FTC.GOV
•	 More than 13 million, or nearly 60%, of all small businesses have experienced significant legal
events in the past two years. 	 —DECISION ANALYST STUDY: THE LEGAL NEEDS OF SMALL BUSINESS
•	 57 million full-time working Americans experienced at least one significant legal event in the
past 12 months. 	 		 —THE LEGAL NEEDS OF AMERICAN FAMILIES STUDY (LEGAL NEEDS STUDY)
In Your Corner
A member from California
said: “I had an issue with a
credit card company. I called
my provider law firm last
week, and they sent a letter
on my behalf. The credit
company refunded my
money today in full. ”
A small business owner from
Oregon says, “I’ve accessed
legal service and advice
where I would not have in
the past because of the
cost. I’ve gained insight and
confidence in actions we
take (or don’t take) because
we have consulted with
a legal expert.”
Definitively Different
PROPRIETARY NATIONWIDE NETWORK OF PROVIDER LAW FIRMS
•	 Your on-call law firm is part of the LegalShield network of carefully selected, top-quality law firms. Each law firm is
licensed in your state or province and dedicated to LegalShield members.
SUPERIOR SERVICE
•	 Our Provider Law Firms are paid in advance on a per capita basis, ensuring they are motivated to focus on providing
good service to you, not on billing.
QUALITY ASSURANCE
•	 Our proprietary system provides daily, real-time, online monitoring of our Provider Law Firms, which enables
continuous improvement of quality service. Consistently earn high ratings for customer service.
UNIQUE SERVICE
•	 Our members only have to make one call to be connected with an attorney, ensuring they know exactly who to call
when a legal need arises.
LEGALSHIELD + IDSHIELD
•	 Providing a comprehensive solution when ID theft issues turn into legal issues.
COMPREHENSIVE RESTORATION
•	 With a Power of Attorney, Kroll will do everything necessary to restore your identity until all resolvable issues have
been addressed.
MONITORING WHAT MATTERS
•	 We monitor your identity from every angle, not just your Social Security number, credit cards and bank accounts.
SERVICE GUARANTEE
•	 IDShield backs up it’s promise that it will do ‘whatever it takes for as long as it takes’ with a $5 million service
guarantee.

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LS At a Glance

  • 1. Portfolio of Services PROVIDING POWERFUL BENEFITS • PROTECTING FAMILIES & BUSINESSES • HELPING BENEFITS PROFESSIONALS MEET MORE NEEDS Legal Plan Talk to an attorney. No high hourly costs. Family plan covers member, spouse and dependents Individual plan covers member (with no spouse/dependents/children) Standard will preparation Legal advice/consultation/representation Letters/phone calls on your behalf Legal document review Trial defense 24/7 emergency assistance Mobile App 25% Preferred member discount Legal Plan Add-Ons Bolster the power of your legal plan. Covers member, spouse, and dependents Trial Defense Supplement • More trial coverage Home Business Supplement • If you own a home-based business, are a consultant, or have rental property— and have no employees. Home Business Supplement+GoSmallBiz.com • Business tools, training courses, business coaching, & unlimited business consulting IDShieldsm Coverage that will help protect against, and resolve, identity theft issues. Family plan covers member, spouse, and up to eight minor dependents Individual plan covers member only Consultation/Advice • Identity theft advisor • Credit report review • Lost wallet protection Notifications • Data Breach Notifications Access • Monday through Friday 7 am - 7 pm CT • 24/7/365 Emergency access to an IDShieldSM Licensed Private Investigator for covered situations Security Monitoring • Black Market Web Surveillance • Credit monitoring • Minor Identity Protection Identity Restoration • Licensed private investigators • $5 Million Service guarantee Small Business Plan* (Up to 100 Employees) Your business deserves affordable legal protection. Covers for-profit, not publicly- traded businesses Legal consultation on unlimited matters Contract and document review Debt collection assistance Legal correspondence Trial defense services GoSmallBiz.com available as add-on Commercial Drivers Legal Plan (CDLP) Protects your ability to earn a living. Covers licensed commercial drivers Assistance with moving violations Assistance with DOT violations Tragic accident assistance Advice on license reinstatement Assistance for minor personal injury/ property damage Provide the Perfect Coverage Enhance your product diversity and versatility to help your clients protect their lives with high-quality, affordable products. Covers areas often overlooked Elite customer service Powerful plan benefits that deliver Simple administration Expands your portfolio For Individuals, Families & Employees For Your Small Business For Brokers & Benefits Professionals For Commercial Drivers This is a general overview of the coverage of various plans for illustration purposes only. Not all plans or benefits are available in all states or provinces. See a LegalShield representative for complete terms, coverage, amounts, conditions, and exclusions. *Services to the Small Business Plan are limited and exclusions apply. (05.15) sheet.portfolio #54024 • © 2014 LegalShield Ada, Oklahoma Check the Features You Want and Then Choose the Plan(s) for You You’ve thought about it for years—do you finally want to complete your Will? Or do you want an attorney to write a letter on your behalf? Or review a document for you before you sign? Are you interested in having a legal plan for your small business, or in guarding yourself against identity theft? Check, check, and check. We have a plan for you.
  • 2. AT-A-GLANCE Who We Are • One of the first companies in North America to offer legal service plans • Founded in 1972 • Provider attorneys’ average tenure: 15 years • 1.4 million families enrolled in our plans • More than 1 million identity theft members with nearly 10,000 identities restored • Operating in 49 U.S. states and four Canadian provinces • More than 2 million member calls answered last year • Since 2003, we’ve held an exclusive partnership with Kroll Advisory solutions, the world’s leading company in ID Theft consulting and restoration. Businesses Count on LegalShield & IDShield • More than 34,000 companies, large and small, provide voluntary benefits to their employees with LegalShield and IDShield • Simplified implementation; no claim forms to file • Easy maintenance procedures for administrators • Over 47,000 Small Business members use the Legal Plan • Three levels of legal protection for different sizes of small businesses Legal Facts • Identity theft has been the number-one consumer complaint filed with the FTC for 15 years straight. —WWW.CONSUMER.FTC.GOV • More than 13 million, or nearly 60%, of all small businesses have experienced significant legal events in the past two years. —DECISION ANALYST STUDY: THE LEGAL NEEDS OF SMALL BUSINESS • 57 million full-time working Americans experienced at least one significant legal event in the past 12 months. —THE LEGAL NEEDS OF AMERICAN FAMILIES STUDY (LEGAL NEEDS STUDY) In Your Corner A member from California said: “I had an issue with a credit card company. I called my provider law firm last week, and they sent a letter on my behalf. The credit company refunded my money today in full. ” A small business owner from Oregon says, “I’ve accessed legal service and advice where I would not have in the past because of the cost. I’ve gained insight and confidence in actions we take (or don’t take) because we have consulted with a legal expert.” Definitively Different PROPRIETARY NATIONWIDE NETWORK OF PROVIDER LAW FIRMS • Your on-call law firm is part of the LegalShield network of carefully selected, top-quality law firms. Each law firm is licensed in your state or province and dedicated to LegalShield members. SUPERIOR SERVICE • Our Provider Law Firms are paid in advance on a per capita basis, ensuring they are motivated to focus on providing good service to you, not on billing. QUALITY ASSURANCE • Our proprietary system provides daily, real-time, online monitoring of our Provider Law Firms, which enables continuous improvement of quality service. Consistently earn high ratings for customer service. UNIQUE SERVICE • Our members only have to make one call to be connected with an attorney, ensuring they know exactly who to call when a legal need arises. LEGALSHIELD + IDSHIELD • Providing a comprehensive solution when ID theft issues turn into legal issues. COMPREHENSIVE RESTORATION • With a Power of Attorney, Kroll will do everything necessary to restore your identity until all resolvable issues have been addressed. MONITORING WHAT MATTERS • We monitor your identity from every angle, not just your Social Security number, credit cards and bank accounts. SERVICE GUARANTEE • IDShield backs up it’s promise that it will do ‘whatever it takes for as long as it takes’ with a $5 million service guarantee.