Estimated Reading Time: 6 minutes
Introduction
One of the biggest reasons LegalShield Associates struggle with conversions isn’t lead quality — it’s plan mismatch.
When prospects feel the plan fits their exact situation, trust increases and decisions happen faster.
This guide will help you confidently identify client needs and recommend the right LegalShield plan every time — without sounding pushy or sales-driven.
1️⃣ Start With the Client’s Life Situation
Before discussing any plan, understand who the client is and what stage of life or business they’re in.
Key discovery questions:
- Are you an individual, family, business owner, or professional driver?
- Do you currently have access to a lawyer?
- Have you faced legal issues in the past year?
- Are legal costs a concern for you?
Listening first positions you as a problem-solver, not a salesperson.
2️⃣ When to Recommend the Family Legal Plan
The Family Plan is ideal when prospects mention:
- Everyday legal questions
- Will or estate planning needs
- Traffic or landlord-related concerns
- Peace of mind for spouse and dependents
Positioning Tip:
“This plan is designed so you never have to avoid calling a lawyer because of cost.”
Best for:
Individuals, couples, families, renters, homeowners, professionals.
3️⃣ When to Recommend the Small Business Plan
If a prospect says:
- “I run a small business or LLC”
- “I deal with contracts or vendors”
- “I can’t afford a lawyer on retainer”
- “I need legal advice often, but not full-time”
Then the Small Business Plan is the right fit.
Positioning Tip:
“This plan gives you ongoing legal guidance at a predictable monthly cost — instead of surprise legal bills.”
Best for:
Entrepreneurs, consultants, startups, freelancers, local businesses.
4️⃣ When to Recommend the CDLP (Commercial Driver Legal Plan)
CDL drivers are extremely high-value clients — but only if the plan is positioned correctly.
Recommend CDLP when prospects mention:
- Driving for a living
- Fear of losing their license
- Traffic tickets affecting income
- CDL or commercial vehicle usage
Positioning Tip:
“This plan protects your ability to earn, not just your driving record.”
Best for:
Truck drivers, delivery drivers, CDL holders, logistics professionals.
5️⃣ Avoid These Common Associate Mistakes
🚫 Pitching all plans at once
🚫 Talking features instead of outcomes
🚫 Assuming instead of asking questions
🚫 Overloading prospects with details
Remember:
The goal isn’t to sell every plan — it’s to sell the right plan.
6️⃣ Why the Right Match Increases Retention
When clients feel understood:
- Cancellations drop
- Referrals increase
- Residual income stabilizes
Plan matching isn’t just a sales skill — it’s a long-term growth strategy for LegalShield Associates.
Conclusion
Selling LegalShield successfully isn’t about persuasion — it’s about precision.
When you match the right plan to the right client, enrollments become easier, conversations become smoother, and your business grows sustainably.
