Basic Training Workbook - LegalShield

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3. five years, either personally or as a business acquaintance. This person must state specifically how they know this Associate. Relatives cannot be used. • Advise in what capacity the Associate is known and for how long. • The statement requires that the person writing the statement knows the person to be of good character and would recommend them to market for LegalShield. • 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. The training can be any type of training for LegalShield, such as Group, Small Business, CDLP, etc. Provide training information on question 26 of the product test. The product test is a part of your Mississippi Licensing package and will print with the application. Missouri Licensing Process 1. Prepare for the Missouri Insurance test. Study materials are available at www.LegalShield.com in the States and Provinces at a Glance section. 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 84 BASIC TRAINING
2. Log-in to schedule your exam. 3. 4. • 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, and direct debit) After passing the exam, complete the NAIC license application, included with study guide materials. • Under “Employment History” list LegalShield 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 cashier’s check/money order for $100 payable to Missouri Department of Insurance Financial Institutions & Professional Registrations. Personal checks are not accepted. Submit a copy of your license with your Associate number by mail, email, or fax to: LegalShield Licensing Department P.O. Box 1443, Ada, OK 74821 Email: licensing@legalshield.com Fax: (580) 436-7555 5. You will be notified when the appointment has been completed and you can begin marketing. APPENDIX B: STATE AND PROVINCE LICENSE INFORMATION 85
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BASIC TRAINING Participant Workbook
Page 3 and 4:
TABLE OF CONTENTS NTS LEARNING OBJE
Page 5 and 6:
WHY ATTEND BASIC TRAINING? The purp
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SECTION 1: WELCOME TO LEGALSHIELD
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WHAT IS YOUR WHY? In the boxes that
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THE COMPANY - YOU MADE A GREAT DECI
Page 13 and 14:
NOTES SECTION 1: WELCOME TO LEGALSH
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SECTION 2: YOUR LEGALSHIELD MEMBERS
Page 17 and 18:
THE REASON FOR OUR SUCCESS WE HAVE:
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28. You are subpoenaed. 29. You are
Page 21 and 22:
NOTES SECTION 2: YOUR LEGALSHIELD M
Page 23 and 24:
THE COVERAGE Members seek advice an
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You do NOT need to oversell the pro
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USE YOUR MEMBERSHIP • Write down
Page 29 and 30:
Where will you find licensing infor
Page 31 and 32:
Page 33 and 34:
Page 35 and 36: SECTION 3: YOUR LEGALSHIELD COMPENS
Page 37 and 38: LEGALSHIELD COMPENSATION The LegalS
Page 39 and 40: Benefits From Selling Just One Memb
Page 41 and 42: 30 Advance from Jr. Associate to As
Page 43 and 44: Advance from Sr. Associate to Manag
Page 45 and 46: Advance from Director to Executive
Page 47 and 48: COMPENSATION EXAMPLES As a Junior A
Page 49 and 50: As a Director… Monthly Total Comm
Page 51 and 52: NOTES 34 32 SECTION 3: YOUR LEGALSH
Page 53 and 54: Performance Club Benefits • Exclu
Page 55 and 56: NOTES 34 32 SECTION 3: YOUR LEGALSH
Page 57 and 58: SECTION 4: YOUR LEGALSHIELD BUSINES
Page 59 and 60: Setting Up Your Business You are an
Page 61 and 62: Let the System Support You • DVD
Page 63 and 64: LIST OF NAMES Your list IS your bus
Page 65 and 66: Teacher Banking Preacher Military S
Page 67 and 68: 46 People in your home town Militar
Page 69 and 70: 48 THIRD PARTY TOOLS Once you have
Page 71 and 72: Edification means to speak highly o
Page 73 and 74: Private Business Reception and Priv
Page 75 and 76: 10 Core Commitments 1. Commit to th
Page 77 and 78: ACHIEVE YOUR DREAMS • You only ge
Page 79 and 80: APPENDIX A LegalShield Company Info
Page 81 and 82: 3. 4. Include: • Completed Arkans
Page 83 and 84: Illinois Licensing Process 1. 2. 3.
Page 85: 6. 7. • Uniform Application for R
Page 89 and 90: Nebraska Licensing Process 1. 2. 3.
Page 91 and 92: South Carolina Licensing Process 1.
Page 93 and 94: Wisconsin Licensing Process 1. Cont
Page 95 and 96: 48 Small Business Plan - This plan
Page 97 and 98: License Appointment Date - The date
Page 99 and 100: RM - Regional Manager. Appointed by
Page 101 and 102: NOTES APPENDIX B: STATE AND PROVINC
Page 103 and 104: NOTES BASIC TRAINING 101
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Basic Training Workbook - LegalShield

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