Why insurance agents, financial planners, and real estate agents should offer legal protection plans as part of their core business strategy
Adding legal protection plans to your primary services isn’t just a value-add—it’s a strategic growth move that builds client trust
and creates a recurring revenue stream.
Adding legal protection plans to your primary services isn’t just a value-add
—it’s a strategic growth move that
builds client trust and creates
a recurring revenue stream.
By incorporating legal protection plans into your primary business,
you not only create a sustainable revenue model but also elevate your role as a comprehensive solution provider.
Here’s why these three professions benefit:
Expanded Revenue Streams
Offering legal protection plans creates a new recurring income source through monthly or annual memberships, complementing existing commissions from insurance policies, financial planning services, or real estate transactions.
Deeper Client Relationships
Clients already rely on insurance agents, financial planners, and real estate professionals for advice on critical life decisions. Adding affordable legal protection shows you understand their broader needs—strengthening loyalty and improving client retention.
Competitive Differentiation
In crowded markets, a bundled legal protection service sets your agency apart. By proactively offering legal plans, you position your business as a one-stop solution for financial security and legal peace of mind.
Cross-Selling Synergy
Legal issues often overlap with insurance claims, estate planning, or property transactions. A built-in legal protection plan naturally complements your existing offerings, making upselling or cross-selling seamless.
Increased Client Confidence
Clients gain peace of mind knowing that their legal questions—from contracts to disputes—are covered by a reliable plan. This reinforces your reputation as a trusted, full-service advisor.
OUR SERVICES
What We Can Do For You
Legal protection for your business & Clients,
in and out of a courtroom.
What We Can Do For You Legal protection for your business & Clients, in and out of a courtroom.
Service #1
Insurance Agents & Brokers
Your clients are dealing with Legal and Identity Theft issues.
It's time to offer them the best protection.
Industry-leading products that provide legal and identity protection to families, employees and small businesses
Competitive commissions with residual income and strong member retention rates with significant current market opportunity:
33.1 million small businesses in the US employing over 61 million people*
It's time to offer them the best protection.
No sales quotas . . .
No territory restrictions . . .
No underwriting . . .
Proven training & marketing program . .
Our agent partners are fully vested from day one . . .
Service #2
Real Estate Agents & Brokers
A trusted real estate agent, always want to make sure you’re protected beyond the sale.
Buying your first home, upgrading to a new space, or planning to downsize, it’s important to have legal support every step of the way.
Access to an affordable Legal Protection Plan. Unlimited access to real estate attorneys:
Review your home purchase contract
Assist with title or property disputes
Help with wills, trusts, and estate planning
Support you with any neighbor, contractor, or HOA conflicts
It’s peace of mind for your biggest investment—and it’s surprisingly affordable
Why you should give access to your clients for this Service:
adds value to your service, positioning you as a trusted advisor—not just a salesperson. . . .
prevent post-sale complaints or legal backlash that could damage your reputation. . . .
great client retention tool for future upsell opportunities . . .
unique selling point in a competitive market . . .
Service #3
Financial Planners & Accounting
One important piece we don’t want to overlook is legal protection — especially when it comes to:
✅ Wills & trusts
✅ Power of attorney documents
✅ Real estate contracts
✅ Business agreements
✅ Tax consultation and audit defense
For less than what most attorneys charge for just one hour, you can have unlimited access to a qualified law firm — for both personal and business matters.
It’s a smart move that aligns perfectly with the work we’re already doing to protect and grow your assets.
Why you should give access to your clients for this Service:
No sales quotas . . .
void Probate & Preserve Wealth
No territory restrictions . . .
Trust & Power of Attorney Preparation
Our agent partners are fully vested from day one . . .
Service #4
Professional Marketing & Sales
As an entrepreneur or sales professional, you know that legal challenges can come up when least expected.
Contract disputes to employee issues, navigating the legal landscape can be a daunting and costly experience.
Give your business & Clients the protection it deserves by offering you access to a Legal Protection Plan.
Your clients will get access to professional legal advice, assistance with contracts, business agreements, and coverage for unexpected legal issues.
It’s an affordable way to safeguard business operations, prevent expensive lawsuits, and ensure compliance with regulations
—all without the burden of high legal fees.
Partnering with a trusted legal service, you’ll focus on growing your business & earn helping clients, knowing that any legal challenge will be handled professionally and efficiently.:
Protect your business from legal disputes that could disrupt your operations . . .
Cost-Effective Legal Assistance . . .
Save money with affordable legal support that prevents costly mistakes. . .
Prevention of Legal Trouble . . .
Peace of mind knowing that you have expert legal advice when you need it . . .
Why It Works
New Recurring Revenue: Earn ongoing income from legal plan subscriptions.
Stronger Client Loyalty: Provide legal peace of mind alongside your core services.
Competitive Edge: Stand out in crowded insurance, finance, and real estate markets.
Natural Cross-Selling: Legal coverage pairs perfectly with insurance, investments, and property transactions.
New Recurring Revenue: Earn ongoing income from legal plan subscriptions.
Stronger Client Loyalty: Provide legal peace of mind alongside your core services.
Competitive Edge: Stand out in crowded insurance, finance, and real estate markets.
Natural Cross-Selling: Legal coverage pairs perfectly with insurance, investments, and property transactions.
Your Time Is Now
Are You Ready To Get Achieve Create a New Income Stream for your Business?
See how bundling legal protection plans helps agents and planners stand out and grow long-term income.