portfolio of services · 1/15/2016  · idshield family (you, your spouse/domestic partner and up...

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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 IDShield sm 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 IDShield SM 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. ADELL ASSOCIATES www.adellassociates.com [email protected] 913.780.2375 office 913.963.5411 mobile

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Page 1: Portfolio of Services · 1/15/2016  · IDSHIELD FAMILY (You, your spouse/domestic partner and up to 8 minors) Protect yourself from getting less and paying more. IDSHIELD INDIVIDUAL

Portfolio of ServicesPROVIDING POWERFUL BENEFITS • PROTECTING FAMILIES & BUSINESSES • HELPING BENEFITS PROFESSIONALS MEET MORE NEEDS

Legal PlanTalk to an attorney. No high hourly costs.

Family plan covers member, spouse and dependentsIndividual plan covers member (with no spouse/dependents/children)Standard will preparationLegal advice/consultation/representationLetters/phone calls on your behalfLegal document reviewTrial defense24/7 emergency assistanceMobile App25% Preferred member discount

Legal Plan Add-OnsBolster the power of your legal plan.

Covers member, spouse, and dependentsTrial Defense Supplement• More trial coverageHome 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 dependentsIndividual 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 coveredsituations

Security Monitoring• Black Market Web Surveillance• Credit monitoring• Minor Identity ProtectionIdentity 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 businessesLegal consultation on unlimited mattersContract and document reviewDebt collection assistanceLegal correspondenceTrial defense servicesGoSmallBiz.com available as add-on

Commercial Drivers Legal Plan (CDLP)Protects your ability to earn a living.

Covers licensed commercial driversAssistance with moving violationsAssistance with DOT violationsTragic accident assistanceAdvice on license reinstatementAssistance 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 overlookedElite customer servicePowerful plan benefits that deliverSimple administrationExpands 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.

ADELL ASSOCIATES www.adellassociates.com [email protected] 913.780.2375 office 913.963.5411 mobile

Page 2: Portfolio of Services · 1/15/2016  · IDSHIELD FAMILY (You, your spouse/domestic partner and up to 8 minors) Protect yourself from getting less and paying more. IDSHIELD INDIVIDUAL

AT-A-GLANCEWho 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 legalevents 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 thepast 12 months. —THE LEGAL NEEDS OF AMERICAN FAMILIES STUDY (LEGAL NEEDS STUDY)

In Your CornerA 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.

Page 3: Portfolio of Services · 1/15/2016  · IDSHIELD FAMILY (You, your spouse/domestic partner and up to 8 minors) Protect yourself from getting less and paying more. IDSHIELD INDIVIDUAL

My investigator gave me great adviceand the next day cleared up my situation.”

Millions of people lose theiridentities every year.

Don’t be one of them.Identity theft has been the top consumer complaint filed with the FTC for 15 years straight.

Victims are spending an exorbitant amount of time and money dealing with it. The criminals are

getting smarter. And they’re not going away. That’s why you need a company that’s more than

a website. You need an established institution that understands all the potential threats, how to

prevent them and how to restore any damage done.

– IDShield member – L.N. in Sioux City, NE

– IDShield member – L.N. in Sioux City, NE

$5MILLIONSERVICE GUARANTEE

MONITOR MORE OF WHAT MATTERSWe monitor your identity from every angle, not just your Social Security number,

credit cards and bank accounts. We ensure everything connected to you is safe,

even your social media accounts. If any change in your status occurs, you receive

an email update immediately.

COUNSEL WHEN YOU NEED ITOur identity specialists are focused on protecting you. They are available to provide you

with a complete picture of identity theft, walk you through all the steps you can take to

protect yourself and answer any questions. Plus, they are available 24 hours a day, every

day, in the event of an identity theft emergency. We’re always here to help, no matter what.

RESTORE YOUR IDENTITY COMPLETELYIDShield is the only company with an exclusive partnership with Kroll, the worldwide leader

in theft investigative services. If a compromise occurs, your licensed private investigator

contacts you immediately and begins restoring your identity to exactly the way it was.

ADELL ASSOCIATES 913.780.2375 office | 913.963.5411 mobile | www.adellassociates.com

Page 4: Portfolio of Services · 1/15/2016  · IDSHIELD FAMILY (You, your spouse/domestic partner and up to 8 minors) Protect yourself from getting less and paying more. IDSHIELD INDIVIDUAL

This comparison is based on information that is publicly available on May 13, 2015 and on plans at similar price points, without discounts. This is a summary only. Each company may have more plans available. As with all plans, some exclusions apply. See company contracts

and materials for full details. Marketed by: Pre-Paid Legal Services, Inc. dba LegalShield® and subsidiaries; Pre-Paid Legal CasualtySM, Inc.; Pre-Paid Legal Access, Inc.; In FL: Pre-Paid Legal Services, Inc. of Florida; In VA: Legal Service Plans of Virginia, Inc.; and PPL Legal Care of

Canada Corporation SHEET.IDT 54047 (5/15) ©2015 LegalShield®, Ada, OK

IDSHIELD FAMILY(You, your spouse/domestic partner

and up to 8 minors)

Protect yourself from getting less and paying more.

IDSHIELD INDIVIDUAL (For just you)

IDShieldINDIVIDUAL

$9.95

IDShieldFAMILY

$19.95COVERAGE UP TO 10 2 adults, 2 minors 11

Covers Up to 8 Minor Children

Covers Spouse/Domestic Partner

LifeLockADVANTAGE PLAN

$51.96

LifeLockADVANTAGE PLAN

$19.99

PRIVACY MONITORING

Passport Number Monitoring

File Sharing Network Searches

Address Change Verification

Fictitious Identity Monitoring

DOB/Social Security Number Monitoring

Medical Identity Number Monitoring

Phone/Email/Driver License Monitoring

Black Market Website Surveillance

RESTORATION

Licensed Private Investigators

Medical Identity Theft Restoration

$5 Million Service Guarantee

Complete Identity Restoration

Financial Identity Theft Restoration

CONSULTATION

Unlimited Counseling with Investigator

Social Security Fraud Detection

Monthly ID Theft Updates

Emergency Assistance 24/7/365

Sex Offender Registry Reports

Data Breach Notifications

Identity Alert System

Lost and Stolen Wallet Assistance

Reduced Pre-Approved Card Offers

Live Member Support 24/7/365

SECURITY MONITORING

Quarterly Score Tracker

Credit Inquiry Alerts

Payday Loan Monitoring

Minor Identity Protection

Court Records Monitoring

Bank Account Number Monitoring

Credit Monitoring

Credit Card Number Monitoring

Page 5: Portfolio of Services · 1/15/2016  · IDSHIELD FAMILY (You, your spouse/domestic partner and up to 8 minors) Protect yourself from getting less and paying more. IDSHIELD INDIVIDUAL

Everyone deserves legal protection.At LegalShield, we’ve been offering legal plans to our members for over 40 years, creating a world where everyone can access legal protection—and everyone can afford it. Unexpected legal questions arise every day and with LegalShield on your side, you’ll have access to a quality law firm 24/7, for covered personal situations. From real estate to speeding tickets to Will preparation, and beyond, we’re here to help you with any personal legal matter—no matter how traumatic or how trivial it may seem. Because our dedicated law firms are prepaid, their sole focus is on serving you, rather than billing you.

Our Promise to YouAs one of the first companies in North America to provide legal expense plans to consumers, we now provide legal services to over 1.4 million families across the U.S. and Canada—representing approximately 4 million people. And with over 650 employees dedicated to serving you, our promise remains the same: to provide outstanding legal services by quality law firms at an affordable price.

Why LegalShieldFor as little as $20 a month, LegalShield gives you the ability to talk to an attorney on any personal legal matter without worrying about high hourly costs. That’s why, under the protection of LegalShield, you or your family can live your lives worry free.

Even better, you don’t have to worry about figuring out which attorney to use—we’ll do that for you. Our experienced attorneys focus specifically on our members and provide 24/7 access for covered emergencies.

Learn more about the LegalShield Legal Plan at www.AdellAssociates.com/plans

Marketed by: Pre-Paid Legal Services, Inc. dba LegalShield® and subsidiaries; Pre-Paid Legal CasualtySM, Inc.; Pre-Paid Legal Access, Inc.; In FL: Pre-Paid Legal Services, Inc. of Florida; In VA: Legal Service Plans of Virginia, Inc.; and PPL Legal Care of Canada Corporation

Page 6: Portfolio of Services · 1/15/2016  · IDSHIELD FAMILY (You, your spouse/domestic partner and up to 8 minors) Protect yourself from getting less and paying more. IDSHIELD INDIVIDUAL

Family Plan: • The member• The member’s spouse/

domestic partner• Never-married dependent

children under age 26 livingat home

• Dependent children under age18 for whom the member islegal guardian

• Never married, dependent,children who are full-timecollege students up to age 26

• Physically or mentally disabledchildren living at home

Individual Plan: An individual rate is available for those enrollees who are not married, do not have a domestic partner and do not have minor children or dependents. No family benefits are available to individual plan members. Ask your Independent Associate for details.

*These services are available 90consecutive days from the effectivedate of your membership. Fordetailed information about thelegal services provided for personalmatters by the LegalShield contract,go to http://www.legalshield.com/info/legalplan. Business issues arenot included; however, plans providingthose services are available.

Your Plan Covers:

LegalShield Legal Plan

Expected and unexpected legal issues arise every day. But with a LegalShield Legal Plan, a small monthly fee gets you access to advice and counsel on an unlimited number of personal legal issues from lawyers with an average of 19 years experience.

96008 (5.15) ©2014 LegalShield®, Ada, OK

Access LegalShield on the go!

Activate your account on mylegalshield.com and then download our new smartphone app MyLegalShield. With this app, our members have access to their Provider Law Firm at the touch of a button.

Download the free app from the App Store or Google Play.

Advice & Consultation AdviceToll-free phone consultations with your Provider Law Firm for any personal legal matter, even on pre-existing conditions

Letters and Phone Calls on Your BehalfAvailable at the discretion of your Provider Lawyer

Contract and Document ReviewContract/document review up to 15 pages each

24/7 Emergency AssistanceAfter-hours legal consultation for covered legal emergencies. Specific coverage depends on plan, such as: if you’re arrested or detained, if you’re seriously injured, if you’re served with a warrant, or if the state tries to take your child(ren).

Family Matters (family plan only)Uncontested Name Change Assistance*One (1) uncontested name change prepared per member year by Provider Law Firm

Uncontested Adoption Representation*Representation by your Provider Law Firm for uncontested adoption proceedings

Uncontested Separation/Divorce Representation*Representation by your Provider Law Firm for uncontested legal separation, uncontested civil annulment and uncontested divorce proceedings

RepresentationTrial Defense ServicesAssistance if you or your spouse are named defendant or respondent in a covered civil action filed in court

Document PreparationStandard Will Preparation• Will preparation and annual reviews

and updates for covered members• Other documents available: Living Will,

Health Care Power of Attorney

Residential Loan Document Assistance (family plan only)Mortgage documents (as required of the borrower by the lending institution)prepared by your Provider Law Firm for the purchase of your primary residence

AutoMotor Vehicle Services• Non-criminal moving traffic violation

assistance• Motor vehicle-related criminal charge

assistance• Up to 2.5 hours of help with driver’s

license reinstatement and propertydamage collection assistance of$5,000 or less per claim

• Available 15 days after enrollment• Available only if member has a valid

driver’s license and is driving a non-commercial motor vehicle

IRSIRS Audit Legal Services• One hour of consultation, advice or

assistance when you are notified of anaudit by the IRS

• An additional 2.5 hours if a settlementis not achieved within 30 days

• If your case goes to court, you’llreceive 46.5 hours of your ProviderLaw Firm’s services

• Coverage for this service begins withthe tax return due April 15 of the yearyou enroll

Additional Benefits25% Preferred Member DiscountYou may continue to use your Provider Law Firm for legal situations that extend beyond plan coverage. The additional services are 25% off the law firm’s standard hourly rates. Your Provider Law Firm will let you know when the 25% discount applies, and go over these fees with you.

1

2

3

4

5

2.5

3

3.5

4

4.5

57.5

117

176.5

236

295.5

60

120

180

240

300

Year Pre-Trial Time Trial Time Total

For more information contact your Independent Associate:

ADELL ASSOCIATES www.AdellAssociates.com 913-780-2375 office913-963-5411 mobile

Page 7: Portfolio of Services · 1/15/2016  · IDSHIELD FAMILY (You, your spouse/domestic partner and up to 8 minors) Protect yourself from getting less and paying more. IDSHIELD INDIVIDUAL

Your LegalShield membership is simply amazing. And, in addition to the privileges that are already yours, we have added these MEMBERPERKS with hundreds of merchants and thousands of discounts. Members can access savings at both national and local companies on everyday purchases such as tickets, electronics, apparel, travel and more. Members have the opportunity to save, on average, over $2,000 per year. MEMBERPERKS can save you enough to pay for your membership for years to come!

APPAREL

AUTOMOTIVE

BEAUTY & FRAGRANCE

BOOKS, MOVIES & MUSIC

CELL PHONES

ELECTRONICS

FINANCE

FLOWERS & GIFTS

FOOD

HEALTH & WELLNESS

HOME & GARDEN

HOME SERVICES

INSURANCE & PROTECTION SERVICES

JEWELRY & WATCHES

OFFICE & BUSINESS

PETS

REAL ESTATE & MOVING SERVICES

SPORTS & OUTDOORS

TICKETS & ENTERTAINMENT

TOYS, KIDS & BABIES

TRAVEL

We hope you enjoy them, and please know how much we value you for being part of the LegalShield family.

To sign up, simply go to mylegalshield.com, click on the Resources tab, then click on MEMBERPERKS. If you don’t already have an account, follow the simple on-screen instructions to make an account with your personal or work email and LegalShield membership number.

Getting Started

Save With These Incredible MEMBERPERKS

Beyond Your Membership

And Many More!

These benefits are for LegalShield members. All offers or promotions are subject to change without notice.