Employer Presentation Package

 

 

This page is password protected because the material contained on this page is proprietary information. Do not e-mail or disseminate any information from this page to the general public or use as prospecting tools. This information is only to be used in presentations to business owners.

Here is a brief outline of the materials needed for an employer presentation.

Flip Chart Presentation
A brief ADRS presentation agents can use until they are ADRS certified. An 18 page full color presentation you can bring to Kinkos or Office Depot and have printed on thick paper and bound. PDF file

Product Brochures

Protecting Personal Information: A Guide for Business
Publication from the FTC. Contains practical tips for business on creating and implementing a plan for safeguarding personal information. Click here to order printed brochures from the FTC

ADRS Booklet
A fold over brochure explaining how the Affirmative Defense Response System works and how it protects your company and your employees. Available to ADRS qualified agent

White Paper
The white paper "Your Growing Exposure for Identity Theft Risks" that explains all the legal requirements businesses must comply with is available in a Word doctument

Texas Workforce Reprint
4 page color PDF file
This booklet explains that initially legal analysts believed that FACTA applied only to the banking and financial-related industries. However, because it is basically impossible to be an employer in the 21st Century without collecting, disseminating, maintaining and destroying personal information, the current consensus is that if you have even one worker – a yard man, a nanny – and you obtain their personal information to pay Social Security taxes, you must not only safeguard that information while it is in your possession, you must “destroy” the information before you throw it away.

Identity Theft Red Flag Act
PDF file
The purpose of the Rule is to attempt to minimize incidents of Identity Theft and fraud in the opening and maintenance of covered accounts by financial institutions and creditors, as well as addressing issues of address discrepancies by users of consumer reports (credit reports and specialty consumer reports) and debit or credit card issuers.

9 Page Handout
A leave behind handout that explains what was covered in the presentation. PDF file

Pre-Paid Legal Advisory Group
1 page PDF file

White Card, Gold Card, and Blue Card