Subject Line: Identity Theft and Legal Protection Benefits

Audience: Insurance broker or agency announcing to their book of business that they are offering LegalShield; lead with legal version.

Purpose: Introduce client to LegalShield and prepare them for a sales call


Dear Valued Client:  


A recent survey 66% of Americans in the past year had to deal with legal issues. As your current provider, Name of Agency is always looking for ways to help you provide quality services for your family.


The popularity of identity theft and legal protection plans has grown in recent years, and we have had many requests to offer these benefits. After carefully researching of a number of providers, we are pleased to announce LegalShield as our new National Preferred Provider for legal and identity theft plans.

When you or your family enroll, they can use their benefits to:

  • Have a Will and Testament and health care POA (Proxy in NY) prepared or updated
  • Receive advice on an unlimited number of personal legal matters from a qualified law firm including credit, traffic violations, family matters and more
  • Access a 24/7/365 attorney hotline in case of covered emergency situations
  • Access identity theft monitoring and comprehensive restoration services for the entire family--all for one low price.

We are proud to offer a comprehensive legal service plan and identity theft for all of our clients across the country. 


I will be reaching out to you in the coming weeks to discuss this new offering.  In the meantime, please visit (ENTER URL)
for more information and other supplemental products available to you and your family. 

As always, it is a privilege to serve you and thank you for your business.

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