Identity Theft

Whether you’re looking for legal coverage for your business, your employees or both there is a plan that should fit your needs.  We work with LegalShield to provide these benefits.  With a variety of small business and self-employment options, plus the ability to offer LegalShield as a benefit to employees, LegalShield has your rights covered. Welcome to total peace of mind. Welcome to LegalShield.

As an employer, have you ever:

  • Had an employee take time off work for personal legal or identity theft related issues?
  • Lost productivity because of an employee’s loss of focus on the job?
  • Had to deal with complicated administrative forms and deductibles with your employee benefits?

If you answered yes to any of these questions, we may be able to help.

With a LegalShield plan, your employees will have direct toll-free access to a carefully selected Provider Law Firm for legal issues. With the Identity Theft ShieldSM, they can rest assured knowing conspicuous activity on their credit report is being monitored. If their identity is stolen, we not only provide counsel, we’ll work to restore their identity for them. This leaves them free to focus on their job, not their problems.

Employees don’t merely shop employers. They shop benefits. A LegalShield plan gives you a competitive advantage for recruiting new employees and keeping them.

A proven concept in employee benefits

A leading provider and pioneer in the legal service plan industry in North America, we have the experience and proven service record to save you and your employees time and money.

How the Legal Service Plan Works

Members are served by a provider law firm, which has been carefully screened and selected by LegalShield. To use the plan, members simply call their provider law firm directly at the toll-free number on their membership card when they have a legal question or problem. It’s really that simple. LegalShield does all the work; no flipping through the yellow pages for a qualified lawyer; no claim forms, no worries about being able to afford a lawyer – just peace of mind.

Identity Theft – America’s Fastest Growing White Collar Crime

On average, identity theft victims will spend $1,500 in out-of-pocket expenses and an average of 175 hours in efforts to resolve the many problems caused by this crime. – Federal Trade Commission: When Bad Things Happen to Your Good Name, September 2002.

Help your employees take steps to protect their personal and financial well-being with this exceptional product. Generally other identity theft plans will provide coverage for a specific credit card or bank account. We help your employee with all issues related to identity theft. Other plans will provide assistance, tell your employee how to handle certain issues, and provide them with forms, but we will actually do most of the work it will take to restore your employee’s identity if it is stolen!

Benefits include:

  • Credit Reports
  • Continuous Credit Monitoring
  • Identity Restoration

With the Identity Theft ShieldSM you’re backed by toll-free access to experienced professionals from a division of the world’s leading risk consulting company, Kroll. Please see plan benefits for full information and exclusions that may apply.

For a low monthly fee (offered through voluntary payroll deduction, or a full or partial fringe benefit) your employees can have access to valuable benefits that cover the most common legal needs they’ll encounter. They’ll also have peace of mind when considering the potential threat of identity theft.

Our plans and benefits vary by state and province. Please see your local Associate for the full benefits in your area.

A LegalShield plan is easy to implement. We know how difficult benefits administration can be, so we’ve made it easy for you.

  • No long-term contract
  • No claim forms
  • No deductibles
  • No time-consuming administrative duties
  • No cancellation forms
  • Once a month billing
  • Electronic enrollment and paperless billing options
  • One rate for any size family
  • Portable benefits

Your employees simply enroll by completing the application and their coverage begins immediately. It’s that simple.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: AZ, CA, CO, CT, FL, GA, ID, IL, IN, MN, MS, NE, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, & WA

Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities, financial planning & fee based asset management through LPL Financial LLC a Registered Investment Advisor and Member FINRA/SIPC. Daniel’s CA Insurance Lic #:OC54180 - Melissa’s CA Insurance Lic #:0C56086 - Greg’s CA Insurance Lic #:0F08519

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.