SMALL BUSINESS PLANS

Transcription

1 SMALL BUSINESS PLANS

2 Four Areas of Evaluation: Protect and Grow Your Business The Service Providers The Value Affordability Small Business 2

3 Have you ever... Had a dispute with a supplier, landlord, customer or employee? Had difficulty collecting money from customers? Signed a contract or document without having it reviewed by your lawyer? Had questions about incorporating or legally protecting your business? Been concerned with the risk of being sued by customers, vendors or employees? Wanted a resource for ALL your legal questions? Wanted to consult your lawyer when hiring or firing employees or vendors? Small Business 3

4 Business Needs Analysis Benefit Have Used Have Needed Approximate Cost Legal Correspondence Legal Consultation Debt Collection Contract Review Trial Defense Services* Small Claims Other NK== 1. Which of these have you used or needed before? 2. Which of these benefits would you have used if you didn t have to be concerned with cost? APPROXIMATE TOTAL PLAN COST $ $ * Not offered in all areas. Available as a reduced-fee service. Small Business 4

5 Your Business. Storage Sales Service Util. Manager s Office Reception Area Conference Room What is your business missing? Small Business 5

6 Your Growing Business Legal Department Storage Manager s Office Sales Service Util. Reception Area Conference Room Collections Department Small Business 6

7 A Solution for Your Business What is LegalShield? Worry Less. Live More. Everyone deserves legal protection. And now, with LegalShield, everyone can access it. No matter how traumatic. No matter how trivial. Whatever your situation is, we are here to help. Established in million requests for legal assistance last year 1.4 million memberships across the USA and 4 provinces in Canada Proprietary system of provider law firms covering 49 states and Canada Offering a high-quality, cost-effective legal service Small Business 7

8 Protecting Your Business Preventive Legal Services* Legal Consultation Services Toll-free access to your Provider Law Firm for issues regarding your business. Legal Correspondence Services Up to 40 calls and/or letters (up to six (6) in any one month. Authorized Users For legal consultation and advice, the business shall designate up to five (5) persons who may be employees, owners, partners, or officers to communicate with the Provider Law Firm. * Review the membership contract for your selected plan and state of residence for full details on benefits, limitations, and exclusions. Small Small Business Business 89

9 Protecting Your Business Document Review Services Document Review Up to 40 contracts reviewed each year As many as 6 in any one month Up to 15 pages each Reviewed by your Provider Law Firm Online Document Creation Access to forms on the Member Site Out-of-State Document Review 1 per year Up to 15 pages each Reviewed by your Provider * Review the membership contract for your selected plan and state of residence for full details on benefits, limitations, and exclusions. Small Small Business Business 910

10 Protecting Your Business Trial Defense Services 75 hours of your Provider Lawyer s time for trial defense services*: up to 15 hours for pre-trial work and 60 hours for actual trial time. * Review the membership contract for your selected plan and state of residence for full details on benefits, limitations, and exclusions. Available if your business is named defendant or respondent in a covered civil action filed in court which is related to business activities. Trial Defense Services do not cover claims or charges relating to worker s compensation, inquiries or actions by a government agency, bankruptcy proceedings, alcohol or substance abuse, chemical abuse or dependency, class actions or interventions, amicus curiae filings, or pre-existing conditions. *Trial Defense Services not available in Nevada, New York, & Canada. Small Business 10

11 Protecting Your Business Debt Collection & Designated Consultation Services Debt Collection Service Up to 15 separate initial collection letters written per month by your Provider Lawyer. Designated Consultations For certain legal situations, your business is entitled to three telephone conversations per year arranged by your Provider Lawyer, each consisting of up to one-half hour. Some of the legal matters addressed under this benefit include: Securities Complex Tax Issues International Law Patents Import/Export Intellectual Property Commodities Immigration Trademarks Copyrights Customs Matters Anti-Trust * Review the membership contract for your selected plan and state of residence for full details on benefits, limitations, and exclusions. Small Business 11

12 Protecting Your Business Reduced Fee and Contingency Fee Services Reduced Fee Services Your Provider Law Firm will provide legal services at a rate of 10-25% less than the normal corporate hourly rate for legal services not otherwise covered by the membership. Even pre-existing conditions can be covered under this portion of the plan. * Review the membership contract for your selected plan and state of residence for full details on benefits, limitations, and exclusions. Small Business 12

13 Your Business with LegalShield! Legal Department Storage Manager s Office Sales Service Util. Reception Area Conference Room Collections Department Small Business 13

14 The Best Plan for You Our Small Business Plans give you the ability to communicate with an attorney on your legal matters without worrying about high hourly costs. 1. How many employees do you have? 2. How is your business set-up? 3. How many people need access to your legal plan? 4. How many collection letters would you use monthly? 5. Do you have a need for legal correspondence? 6. Do you have a need for document review services? 7. Are you concerned about trial defense services? Small Business 14

15 Business Plan Recommendation For one low monthly cost, you can lead your business with peace of mind knowing you ll have access to legal advice when you need it most. As a private business owner with 100 or fewer employees, please answer the following questions: How many people need access to your legal plan? Rate your need for collection letters each month. Rate your need for legal correspondence each year. Do you have an annual need for document review services? Rate your concern for needing trial defense services. Only Me Some (3 or less/month) Some (less than 7/year) Some (less than 7/year) Not concerned One or Two Significant (up to 5/month) Significant (up to 20/year) Significant (up to 20/year) Concerned Up to Three Essential (5-10/month) Essential (20-30/year) Essential (20-30/year) Up to Five Critical (10+/month) Critical (30+/year) Critical (30+/year) Turn the page to find out how your answers determine which small business plan best suits your needs. Small Business 15

16 Plan Comparison Small Biz 10 Small Biz 50 Small Biz 100 Eligibility 1. For profit and not publicly traded or fewer employees 1. For profit and not publicly traded or fewer employees 1. For profit and not publicly traded or fewer employees Cost of Plans* $39 month $89 month $149 month Legal Telephone Consultation YES YES YES Legal Correspondence 20 per year, calls or letters with 1 follow up per subject matter (up to 6 in any month) 30 per year, calls or letters with 1 follow up per subject matter (up to 6 in any month) 40 per year, calls or letters with 1 follow up per subject matter (up to 6 in any month) Designated Consultation 3 consultations per year, 30 min each, for out-ofstate legal matters and restricted areas of law 3 consultations per year, 30 min each, for out-ofstate legal matters and restricted areas of law 3 consultations per year, 30 min each, for out-ofstate legal matters and restricted areas of law Basic Contract Review included in document review included in document review included in document review Executed Contract Review included in document review included in document review included in document review Legal Document Review 20 per year, 15 page limit, reviewed only (up to 6 in any month) 30 contracts/documents per year, up to 15 pages each (up to 6 in any month) 40 contracts/documents per year, up to 15 pages each (up to 6 in any month) Debt Collection Letters 5 per month (in addition to correspondence) 10 per month (in addition to correspondence) 15 per month (in addition to correspondence) Trial Defense None 75 total hours, including up to 15 pretrial 75 total hours, including up to 25 pretrial IRS Audit Protection 25% Discount 25% Discount 25% Discount Reduced Fee Services 10-25% discount 10-25% discount 10-25% discount Reduced Contingency Fee Service N/A 5% discount 5% discount Out of State Document Review 1 out of state document review 1 out of state document review 1 out of state document review Areas Of Law Coverage For Designated Consultation Securities, Commodities, Patent, Trademark, Copyright, Intellectual Property, Admiralty, International Law, Import/Export or customs matters, Antitrust, Immigration, Tax, those legal matters which arise within the United State but ouside of the Member s state of established primary place of business. *Rates vary in certain States and Provinces. Small Business Plan Cost NV and NY: 1-50 employees = $79/month, employees = $139/month In HI: 1-50 employees = $109/month, employees = $179/month. In Canada: 1-50 employees = $105/month, employees = $175/month. Small Business 16

17 Benefits and Protection for Your Family The LegalShield Legal Plan Personal Legal Advice Unlimited issues 24/7 Emergency Access for covered situations Letters/Calls made on your behalf Contracts/Documents reviewed up to 15 pages Online Legal Forms/Videos Lawyers Prepare Your Will, Living Will, Health Care Power Traffic-Related Issues Trial Defense Pre-Trial Trial Family/Domestic Services Uncontested Divorce Uncontested Adoption Uncontested Name Change IRS Audit Assistance of Attorney Uncontested Separation/Annulment 25% Preferred Member Discount* If you were my lawyer, what would you charge for these services? * Up to 90% of member inquiries are covered by the plan with no additional fees. All other requests for service are entitled to a 10-25% 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, and exclusions. Small Business 17

18 Identity Theft Plans Plan Features IDT Plan IDT Premium Member and Spouse Covered Safeguard For Minors SM (up to 8 dependents) Comprehensive Restoration Services by Kroll* Credit Report with Score and Analysis Unlimited Identity Theft Consultation** Single Bureau Credit Monitoring and Activity Alert Triple Bureau Credit Monitoring and Activity Alert Web Watcher Public Persona Sex Offender Search** Social Security Skip-trace** Lost Wallet Assistance** *Review the membership brochure for certain requirements and exclusions **Services are performed upon member request Small Business 18

19 Benefits and Protection for Your Business Home Business Supplement Added to the LegalShield Legal Plan for $9.95 additional per month Telephone Consultation Up to 6 letters written or phone calls made on your behalf per year, 1 per subject matter Contract & Document Review - 3 per month Debt Collection Letters - 3 per month IRS Audit Legal Services (for personal return including Schedule C and E) Discount on Trial Defense Services Up to 25% Off Additional Legal Services * Review the membership contract for your selected plan and state of residence for full details on benefits, limitations, and exclusions. Small Business 19

20 Get Started Are You Ready to Experience Total Peace of Mind? Signing up for LegalShield is simple. Your Independent Associate can get you started today. You ll be able to access legal and business services almost immediately and a complete membership kit will be on its way. It s that easy. It s that straightforward. It s LegalShield. Worry Less. Live More. Small Business 20

21 Marketed by: Pre-Paid Legal Services, Inc. dba LegalShield and subsidiaries Pre-Paid Legal Casualty SM, Inc. In FL: Pre-Paid Legal Services, Inc. of Florida In VA: Legal Service Plans of Virginia Pre-Paid Legal Access, Inc. PPL Legal Care of Canada Corporation FLIPBOOK.SB LegalShield, Ada OK