Basic Training Workbook - begintheascent.com

Basic Training QualificationGuide

L e g a L S h i e L d

A Brief History of LegalShield . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 We are a Product Driven Company . . . . . . . . . . . . . . . . . . . . . . . . 3What to Expect From this Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Benefits of Attending Fast Start Training . . . . . . . . . . . . . . . . . . . . . 4Why Are You Here? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Who do you want to BE? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 What do you want to DO? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 What do you want to HAVE? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5The LegalShield Membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 The LegalShield Family Plan and ID Theft Shield . . . . . . . . . . . . . . . . 6 Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 The Best Way to Market Memberships . . . . . . . . . . . . . . . . . . . . . . 9LegalShield Compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 The Compensation Plan Overview . . . . . . . . . . . . . . . . . . . . . . . . 10 Your First Step – Fast Start Qualify . . . . . . . . . . . . . . . . . . . . . . . . 11 A shortcut to moving to the Associate level . . . . . . . . . . . . . . . . . . 11 Fast Start Bonuses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Overrides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Override Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Residual Income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Player’s Club . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13In Business for Yourself – Not by Yourself . . . . . . . . . . . . . . . . . . . . . . 15 The System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 The List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Memory Jogger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Memory List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Sort the List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Contact and Invite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Share the Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Leverage an Expert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Invite to an Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Calendar of Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Congratulations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Appendix A: LegalShield Company Information . . . . . . . . . . . . . . . . . 28Appendix B: Fast Start Qualification Chart . . . . . . . . . . . . . . . . . . . . . 29

Tableof

Contents

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Section

1a Brief history of LegalShieldLegalShieldiscompletelyuniqueinalltheworldofnetworkingcompanies.Readontofindouthow!

LegalShield was founded in 1972 with one idea: to provide equal justice under law. Company founder, Harland Stonecipher, conceived the idea by accident, quite literally. On July 11, 1969, he was involved in a head-

on collision which resulted in serious legal fees. He had auto insurance to cover the damage to his car, medical insurance to cover the cost of his hospital stay, and even life insurance had the accident been fatal. But he had no coverage or protec-tion for the legal bills that accumulated.

LegalShield became one of the first companies in the United States organized sole-ly to design, underwrite and market legal expense plans. For a low monthly fee of $26 or less, the Company’s membership plans offer a variety of legal services in a manner similar to medical reimbursement plans or HMOs.

We are a Product driven CompanyLegalShield offers unique and difficult to duplicate products. And our suite of products meets multiple needs.

In addition to the Family Plan and the Identity Theft Shield membership, LegalShield offers variety of other membership plans, such as:

• Group Plans to offer as an employee benefit • Small Business Plans to protect business owners • Commercial Driver’s Plans for over-the-road truckers • Specialty Plans for law enforcement officers, teachers and real estate professionals

L e g a L S h i e L d : B a S i C T r a i n i n g

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The purpose of this training is to help you get started in your new business! If you follow the in-struction and advice of our hand-picked trainers, you will do well in this business.

What to expect From this ClassThis class is going to walk you through everything you need to know so you can get started properly in your new business. While some things may make sense immediately, and others may be new to you, these are the time-tested methods for getting started correctly in order to build a large business that will pay you well down the road. We wish you much success in your new business!

Benefits of Attending Fast Start Trainingu You will be automatically enrolled in the Associate Benefits Plan and will have all the benefits available to you by simply attending this class and selling one mem-bership. Some of the benefits include: • AT&T and Sprint discounts for wireless phone bills • Office Depot discounts for office supplies and print needs • Prescription Discount Card program for savings of 10% to 85%

u You will receive full advance commissions on all memberships you sell once you Fast Start qualify and achieve the Associate level.

u By attending this class and meeting the Fast Start qualification requirements, you will participate in the training bonuses available every time someone on your team Fast Start qualifies.

u Once you achieve the Associate level, you will be able to earn overrides on any memberships sold by new Jr. Associates who are part of your team.

Why are You here?Before we start talking about what to do, we first need to make sure you know why you are doing it. The steps to getting started are simple, but that doesn’t mean they are always easy. There will be difficulties along the way. What will make you continue to do the things you need to do in order to be successful? Knowing WHY you’re in the business!

How would success in this business help you to achieve your goals? How would time freedom and additional money, for instance, make a difference in your life? Who you would be? What you would do? What you would have? Be as specific and as descriptive as you can when answering the following questions.

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i C O n K e Y

Section to Complete

Homework

Hands-on Practice

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NOTES:Who do you want to Be?First, think about the type of person you want to become. A leader? A great parent? An entrepreneur? Do you want to be more giving? More confident? What qualities do you desire?

_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

What do you want to dO?What do you really want to do with your life? What types of experiences would be exciting to you? Do you want to travel? Where? Is there something you want to learn how to do? Are

there charities you want to support?_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

What do you want to haVe?What type of big purchases do you want to make? Where do you want to live? Do you want a larger home? A new car?

Nicer clothes? Are there stores you’d like to shop in without worry of the cost? What kinds of gifts do you buy for others? _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Let’s talk about the service that is the backbone of our company and how it will help you to achieve some of your personal goals.


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The LegalShield Membership The LegalShield Family Plan and id Theft ShieldLegalShield promises its members access to quality legal services. Our membership covers everything from the trivial to the traumatic.

When it comes to our product: u UNDErPrOmiSE u UNDErSELL u UNDErCOmmiT u OvErDELivEr!

Youdo NOT havetooverselltheproduct.It’sthatgood!

We offer plans to fit many different types of needs,but our Family Plan and Identity Theft Shield are by far our most popular offerings.

Be sure to refer to the States/Provinces at a Glance before marketing any membership plans to make sure you are aware what plans are available in your state/province and if any sort of license is required.

In LegalShield, Associates recruit to build their businesses but they sell memberships to make income. The entire business is centered around making a living while making a difference.

For full details about the plans available in your state or province, please refer to your plan brochures and contacts.

We work hard to find the right provider law firms which are well-established, credible and reputable that have the same customer service philosophy as we do. A careful monitoring system ensures that our provider law firms deliver quality service each and every call, to each and every member.

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For a more detailed breakdown of the LegalShield Family Plan, visit your back office by going to www.mylegalshield.com and clicking on Associates Only and logging in.

LicensingSome states require a license through the department of insurance to market legal plans in their state. While this helps lend credibility to the service and the company as a whole, it also means that in those states, you must be licensed to market our services there. The states which require a license are:

TheCanadianprovinceofManitobaalsorequiresalicense.

If you live in a state that requires a license or if you have prospects in those states, you DO NOT have to wait until you are licensed to get started building your busi-ness. You can market the Identity Theft plan without a license, and you can recruit new Associates in those states without a license. The license is only required to enroll a new legal plan member. You can also market legal plans immediately in the other 37 states and provinces that do not require a license. However,theprovinceofManitobarequiresyouhaveyourlicenseBEForEyoumakeanysaleorenrollanyrecruit.

For detailed information on obtaining your license to market plans in the above listed states, visit www.mylegalshield.com, login to the Associates Only area and click the “Documents on Demand” link. License applications and instructions for most states are listed there. If you have questions, call LegalShield Licensing at 580-436-7424, Option 4.

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If you live in one of these licensed states or provinces, write down what you need to do to start the process to become licensed:

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

___________________________________________________________________

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The Best Way to Market Memberships

The best way to market memberships is to have personal ex-perience using the membership. This will improve your confi-dence and your competence when talking about the member-

ship.

Write down one thing you could call the law firm about this week: _____________

___________________________________________________________________

Write down your law firm’s phone number: _______________________________ When are you going to call them about the above issue? _____________________

When is the law firm Open House usually held? ____________________________

When is the next Open House? _________________________________________________

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LegalShield CompensationThe LegalShield compensation plan allows you to get paid right away through advanced commissions – as well as allowing you to build a long-term income through overrides and residual income. This section will give you a quick overview of how you will be paid, how to advance in the compensation plan and what it can mean to you as you build your business long term.

The Compensation Plan OverviewThis chart shows what you get paid at each level on a $35.95 Family Plan with the Identity Theft Shield membership. Obviously, if you market a plan that costs more (like a business plan), you get paid more and if you market a plan that costs less (like the $26.95 Standard Plan), your commissions will be lower.

New Jr. Associates will receive a 50% advance ($34.57) on memberships. Upon Fast Start qualification the additional 50% advance will be paid out.

There are also two ways to move through the compensation plan. You can either advance through personal production (memberships you person-ally enroll) or through organizational production and structure (memberships enrolled by you and your team).

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Your First Step – Fast Start QualifyYour first step in LegalShield is to Fast Start qualify. This is a huge advantage to help you get started quickly. As a new recruit, you have 30 days to FSTS qualify but by attending this Basic Training class you can extend your qualification pe-riod! When you complete your Basic Training class within 30 days from the date your application is processed, you then have 30 days from your class date to FSTS qualify.

How do you qualify? Achieve one of the following scenarios in your first 30 days:

See Appendix C in this workbook for a chart to use to help you keep track of your qualification!

a ShOrTCUT TO MOVing TO The aSSOCiaTe LeVeL Fast Start qualifying is a shortcut to moving to the Associate level. There are sev-eral benefits to Fast Start qualifying:u Rank advance: Jr. Associate ($69.14/membership) g Associate ($103.71/membership)

u Position yourself to start earning overrides on memberships marketed by new Jr. Associates on your teamu Earn advance commissions on all memberships Prior to Fast Start qualifying, you will receive 50% advance commissions, which means you will earn $34.57/membership advanced and the rest will be paid as-earned until you Fast Start qualify.

u Participate in Training Bonuses at all levels Training bonuses are paid out each time someone Fast Start qualifies. You can earn between $15 and $140 each time someone on your team qualifies. However, if you do not Fast Start qualify yourself, you will not be eligible for the bonuses until you reach the level of Manager.

Fast Start Bonuses

See back office for additional details on bonus compensation.

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OverridesOverrides are what you earn by helping support and train your team. LegalShield pays a cumulative differential override, which means that you earn the difference between the commissions at your rank and the rank of the next person in that leg of business.

OVerride eXaMPLeThe following example is of a Manager using $35.95 memberships. As you see in the chart above, a Manager makes $172.84 in personal commissions when he/she markets a membership. They also earn up to $103.21 in overrides. This means that a Manager who personally markets three memberships and who builds a team [like that one outlines below] that markets an additional 19 memberships can earn over $1,700/month part time!

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residual incomeThe compensation plan is a one-year advanced commission structure, so what happens when a membership “stays on the books” year after year? You continue to get paid!

Residual income is the money you receive for the life of the membership once the advance commision is “paid out.” So as long as the member keeps the plan, you earn residual income.

Based on you and your organization’s one-year retention, you can earn a 1% to 18% lifetime residual on the membership (based on the level you were when the membership was originally sold).

For example, if you were paid a $150 one-year advance on a membership, and qualified to receive a 15% residual, you would continue to earn $22.50 every year the membership stays active (paid monthly). The same would be true for any overrides you received. You would continue to get paid a residual on your override income as well.

Player’s ClubPlayer’s Club is a bonus program that rewards consistency. Simply earn five Play-er’s Club points per month, and you will be a member of the Player’s Club. Youmusthavea75%rollingretentionrateduringthemonthtoreceiveabonuscheckthatmonth,sofocusonwritinggoodbusiness!

Here is how you earn Player’s Club points:

Extra Player’s Club points earned during a month can be carried over to the next month (up to five extra points). This means if you earned eight points in January, three points will be carried over for February!

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PLaYer’S CLUB reWardSOnce you have qualified for 12 consecutive months, you become eligible for Player’s Club bonuses!

BeingaPlayer’sClubmemberalsohelpsqualifyyouforannualtripspaidforbythecompany!

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in Business for Yourself – not by YourselfIn LegalShield, you are in business for yourself, but not by yourself. You will find that any challenge you face has been faced before and any question you ask has been asked before. There are time-tested methods of building this business that work, and we know that if you will trust these systems, they will work for you too!

The SystemHaving a system in place allows your business to grow long distance and indepe-nently of you. If your business is dependent on you (your charisma, your sales ability, your past experience or success, etc.), then it will limit your success. However, if you trust in a system and keep it simple, it allows anyone to recruit a “superstar” from 300 miles away.

During the online First Step Training, you: 1. Created your list 2. Sorted your list 3. Learned how to contact and invite

From there, you have some options on how you “contact and invite” people and what you will invite them to do .

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The ListYour list iS your business. The bigger your list, the bigger your business. It is a common tendency for people to pre-judge others though. Just remember, when you pre-judge someone, you are taking away their right to make their own deci-sion. Our job is not to convince anyone to do anything. Our job is to simply expose them to our membership or opportunity – to share the plan – and let them make their own decision.

Write down the names and numbers of as many people as you can. If you get stuck, look at the memory joggers on page 19 to help you think of more people you know. Remember, a big list

means a big business. How big do you want your business to be?

Name (andbackground) Phone Number Contact/Invite Flipbook/DVD 3-Way/Expert Event

TraCKiNG

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TraCKiNG

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TraCKiNG

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TraCKiNG

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MeMOrY JOggerS The members of your own familyu Father and Motheru Father-In-Law and Mother-In-Lawu Grandparentsu Childrenu Brothers and Sistersu Aunts and Unclesu Nieces and Nephewsu Cousins

Those who are your closest friends with whom you associate regularlyu Friends and neighborsu People you work withu Church membersu Sunday school class members

Those you meet in organizations or clubsu Civic groups, Rotary, Exchange, Jayceesu Political clubsu Lodge, Elks, Moose, etc.u Missionary societies, brotherhood groupsu Merchants or farm organizationsu School groups, boosters, alumni, PTA, etc.

Those you have been associated with in the pastu Schoolmates

u Former co-workersu People in your home townu Military cohorts

Those you do business withu Doctor, lawyer, barber, merchants, groceru Gas station attendant, dry cleaner, postal workeru Beauticians, jewelers, waiters/waitresses

List of acquaintances already availableu Christmas card listu Address booku Daytimer, planneru List of fellow employeesu Church directory

People you know who are in direct salesu Business/office machine salespeopleu Insurance salespeopleu Car salespeople

People you know who are decision-makersu Business ownersu Human Resources Directorsu Office Managers

MeMOrY LiSTAsk yourself if you know anyone who is associated with any of the following areas:

Accounting Film Industry Music Screen Printing [STaTES]Acting Firemen Mutual Funds Scuba Diving AlabamaAdvertising Fishermen Navy Secretaries Alaskaaerobics Florists Newspapers Security arizonaair Force Food Service Nurses Self Employed arkansasAirline Furniture Nutrition Self Defense CaliforniaAlarm Systems Gardens Office Machines Sewing ColoradoAntiques Gift Shops Office Furniture Sheetrock Connecticutapartment Girls Clubs Oil Changes Shoe repair Delaware

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Architect Golfing Optometrists Siding FloridaArmy Government Orthodontist Signs Georgiaart Graphic arts Pagers Singing HawaiiArtificial Nails Grocery Stores Painting Skating IdahoAsphalt Gymnastics Parking Skeet Shooting IllinoisAthletics Hair Care Parties Skiing IndianaAuctioneer Handicapped Pediatricians Skin Care Iowaautomobile Handyman Pedicures Soccer KansasBaby-sitters Hardware Pensions Social Services KentuckyBanking Health Clubs Perfume Softball LouisianaBarber Health Insurance Personnel Software MaineBaseball Hearing aids Pest Control Spas marylandBasketball Helicopters Pets Sporting Goods MassachusettsBeauty Salon Hiking Pharmacies Steam Cleaning michiganBible School Horses Phones Stereos minnesotaBicycles Hospitals Photography Stocks mississippiBlinds Hotels Physician Surgeons missouriBoats Hunting Pianos Surveyors MontanaBonds/Stocks ice Cream Pizza T-Shirts NebraskaBooks Ice Skating Plastics Tailors NevadaBookkeeping income Tax Plumbing Tanning Salons New HampshireBoys Clubs insurance Podiatrist Taxes New JerseyBroadcasting Investments Police Teachers New MexicoBrokers Janitor Pollution Telecommunications New YorkBuilders Jewelry Pools Telemarketing North CarolinaBuses Judo Preschools Television North DakotaCable TV Karate Printing Tennis OhioCameras Kindergarten Property mgmt. Theatres OklahomaCamping Laundries Psychiatrists Therapists OregonCrafts Lawn Care Psychologists Tile Layers PennsylvaniaCredit Union Leather Publishers Time Pieces rhode islandDay Care Leasing racing Tires South CarolinaDelivery Libraries radio Title Companies South DakotaDentists Lighting Railroad Track TennesseeDermatologists Livestock real Estate Trains TexasDesigners Loans Rehabilitation Tools UtahDetectives Luggage Religion Vending VermontDiet industry Lumber rental agencies vet virginiaDirect mail mail reporters veterans WashingtonDisc Jockey management resorts video West virginiaDoctors manufacturing reporters volunteers WisconsinDriving Range Mathematics Resorts Wallpaper WyomingDry Cleaners mechanics rest Homes Waste Dry Wall mental Health restaurants Watches Education Mobile Homes Roller Blading Water Skiing Electrician Mortgages Roofing Weddings Engineering motels Safety Wine Entertainment Motion Pictures Sales Woodworking Eye Care Movie Theatres Sandblasting Writing Fax Equipment museums Satellites Zoos Farming School

[PROVINCES]AlbertaBritish ColumbiaManitobaNewfoundlandNew BrunswickNW TerritoriesNova ScotiaNunavut TerritoryOntario Prince Edward IslandQuebecSaskatchewanYukon Territory

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Sort the ListNow that you have a list, the next process is to sort your list. You can start by sim-ply dividing your list into five categories:

Top 10 - Who are the ten people on your list that are the “warmest.” Who can we can you get in front of this week?

Business - Who are business owners, HR Directors, or business leaders?

Opportunity - Who do you know that is looking for an opportunity to earn addi-tional income right now?

membership - Who do you know that is going through a “life events” situation right now?

Everyone Else - It is important to approach EVERYONE on your list with the membership or opportunity

The most important thing is know what category your prospect falls into. If they are a business owner for example, you may want an experienced Associate in your support team to go with you to explain all of the products that can benefit a Small Business owner. If they are in your “Top 10”, you’ll want to book an appointment with them this week and use a tool to explain the membership and opportunity.

COnTaCT and inViTeNow that you have your list and it is sorted, it’s time to get to work! You will con-tact and invite people in one of three ways: a) Share the Plan b) Leverage an Expert c) Invite to an Event

We’ll talk about the best way to do each of these in the following sections.

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dave Savula: Three-Part appointment SetThis script can be recited in any order. Just remember to include all three lines!

“I have something I’d like to show you.” “It will only take about 15 minutes.” “You may or may not be interested.”

Your interpretation might go something like this:

“Hi <their name>, how are you? Great! Look, I have something I’d like to show you, and you may or may not be interested, but it will only take about 15 minutes. Can I swing by your house on my way home?” <Or set another time for the ap-pointment .>

Flipbook PresentationOnce you have booked your appointment, practice your flipbook presentation at least once before you go to your appointment. Using the flipbook is easy – just read and turn the page. Or have your prospect read along with you. Not comfort-able speaking in front of prospects yet? Use the prerecorded presentation mes-sage. The number is located on the flipbook.

If your prospect asks a question you do not know the answer to, it is okay! Just let them know “I’m new, but that is a great question. Let me get an expert on the phone to answer that when we finish.” This lets your prospect know that you care enough to give them correct information and lets them know that you don’t have to be an expert to do this business because there is a support system in place!

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Share The PLanWhen you share the plan, you will do that in one of two ways: setting an appoint-ment to do a flipbook presentation or sharing a DVD/CD or web presentation.

Practice setting an appointment using one of the two scripts below:

The help ScriptHey <their name>, I just started a business/career and wanted to know if you could help me out. I need to practice my presentation 10 times. Would you be willing to let me practice my presentation

with you? You may not be interested in the service, but I would greatly appreci-ate your feedback. I would love for you to know what I am doing anyway. Would Wednesday or Thursday work better for you? <Set a time for the appointment.>

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When you get your expert on the phone, make sure your prospect is in the right frame of mind to listen to your expert by properly introducing them. Then your only job is to remain silent until you are asked to be part of the conversation. Again, it’s important to let your expert be the expert.

inViTe TO an eVenT

Events are the most effective way to share the business. There are numerous benefits, but the best is that you know your prospect saw the whole presentation and that it was given by someone who really knows how to properly conduct the

presentation.

LeVerage an eXPerTYou can leverage an expert’s knowledge in two scenarios. Either as a first exposure to the business or as a second exposure after the prospect has reviewed some information. Either way, your job as a new Associate is to setup the interaction properly. This process is called edification.

Edificationsimplymeanstospeakhighlyofsomeone.

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u Private Business Reception (PBR) and Private Conference Call (PCC) APBRissimplyyourgrandopening.Allbusinesseshavegrandopenings…soshouldyour newbusiness!YourPBRallowsyoutohaveseveralpeoplewitnessthestartofyourbusi- nessatthesametimeandforyoutoleveragetheexpertiseofyoursupportteam.The purposeistoletpeopleknowthatyouhaveanewbusiness…someofthemmaypurchase alegalplan,somemaybecomeAssociates,andsomemaysimplybecomeasourceof referralsbecausetheynowknowwhatyoudo.Themorepeopleyouhaveatyourgrand opening,themorefunandthemoreeffectiveitwillbe! APCCisessentiallythesameasaPBR…exceptitisdoneoverthephoneusingaconfer- enceline.Thisallowsyoutoinvitepeoplewhoeitherwereunabletomakethedateof yourPBRorlivetofarawaytocometoit.

my PBr will be on <date> at <time> .

my Guest Expert will be ______________________________ my PCC will be on <date> at <time> .

my Guest Expert will be _____________________________

Live events include:u Weekly Business Briefing Thispresentationisatthecoreofourbusinessmodelandisnotonlyagreatpresentation fortheguestbutitkeepsyourteamclosetothe“fire.”Thiswillhelpthemkeepthevision ofwhytheygotstartedinthefirstplace.

My weekly briefing is on <day of week> at <time> .

u Luncheons Thisisoneofthesimplesteventstoinvitetoandaveryeffectivepresentation.Inviteyour guesttolunch,youpickupthetabandtheygetagreatoverview.

my local luncheons are held on <day of week> at <time> .

u Regional Events Regionaleventsgivebothyouandyourprospectsanopportunitytogetabiggerpicture. Also,youtypicallygettohearfromoneofthetopmoneyearnersinthecompanyand haveanopportunitytogetsomeofthebesttrainingavailable.Regionaleventsarenotto bemissed!

The next regional event is on <date> at <time> .

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CaLendar OF eVenTS

This Month Sunday Monday Tuesday Wednesday Thursday Friday Saturday

next Month Sunday Monday Tuesday Wednesday Thursday Friday Saturday

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CongratulationsYou now have everything you need to begin your career as a LegalShield Indepen-dent Associate! There will be additional trainings for you as you advance with the company, but at this point, you have the basic knowledge you need to get started.

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u You now know that you are with a solid company with a proven track record of success.

u You know that you can make money and have some idea of why you want to put the effort into this business.

u You know the details of the LegalShield membership.

u You know how to use your own membership and have something to call about on the next business day written down.

u You know that there is an entire back office support system for you at www.mylegalshield.com.

u You know how the compensation plan works and how to advance through it .

u You know the most important first step of how to Fast Start qualify.

u You know that following the proven systems will lead to your success.

u You know how to create and sort a list.

u You know how to contact and invite.

u You know how to share the plan.

u You know how to leverage an expert to get yourself out of the way of the message.

u You know the different live events available to you.

u You have scheduled your Private Business Reception and your Private Conference Call.

You are all set. now it’s time to go to work!

Remember, if you ever get stuck, contact your support team and ask questions. They are there to help you succeed!

Seven-Day Check List: q Attend your local business briefing q Meet with your sponsor (if long distance, by phone) and schedule your PBR and PCC q Set a definite goal (date) to be Fast Start qualified q Put your TOP 10 in play – do at least five personal presentations with the flipbook

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appendix a: LegalShield Company information

LegalShield1 Pre-Paid WayAda, OK 74820www.mylegalshield.com

For questions about your business, commission statements, supplies, and website, call Marketing Services: (580) 436-7424 Marketing Services FAX: (580) 310-6916

Marketing Administration FAX: (for supply orders, event and training registration, and Associate address changes)(580) 310-6916 Corporate Communications FAX (for ad and website approvals): (580) 421-6305

E-mail: [email protected]

Customer Care (for members only): (800) 654-7757 (U.S.)(800) 440-8857 (Canada)

Customer Care FAX (for members only: bank and address changes): (580) 436-7565

Emergency Legal Help Line (in case of arrest, questioning or detainment): (877) 825-3797 (toll-free)

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______________YOU

______________MEMBER

______________MEMBER

______________MEMBER______________

MEMBER

______________MEMBER

______________YOU

______________MEMBER

______________RECRUIT/MEMBER______________

MEMBER

Appendix B: Fast Start Qualification Chart

Use the chart below to track your progress toward Fast Start qualification. Put your name in the center and as you market memberships or help other people start their own LegalShield business, fill their names in the chart also.

Five Membership Sales:

Or One new recruit and Three Membership Sales: