For employers and HR
Explore LegalShield and IDShield as part of your benefits conversation, with attention to employee education and ongoing support.
MEET JIM TANNER
Clear explanations.
Personal follow-through.
For more than 22 years with LegalShield, Jim has helped people understand possibilities, ask useful questions, and take the next step.
Today, that experience supports employers, business owners, and benefits brokers exploring LegalShield and IDShield.
Talk with Jim ↗Massachusetts based · New England focused
EXPERIENCE, PUT TO WORK
A relationship that continues
after the first conversation.
Jim Tanner & Associates LLC helps organizations explore employee legal benefits, identity theft protection, and small-business legal plans. The work begins with understanding your organization, explaining the relevant options, and respecting the professional relationships you already have.
Jim’s approach includes support with implementation planning, employee communication, enrollment education, and the questions that come afterward. The goal is practical: help people understand what they have, where to turn, and how to use the services available under their plan.
Jim’s experience spans training, development, consulting, and leadership, including service as a Regional Vice President with LegalShield. He is also called on to train representatives across the United States and Canada. He brings that broad perspective to his work with employers, business owners, and benefits brokers, with an emphasis on clear communication, practical guidance, and long-term relationships.
WORKING TOGETHER
Your organization.
Your existing relationships.
A clear next step.
For business owners
Understand the distinction between personal legal benefits and small-business legal plans, including eligibility, covered services, and limitations.
For benefits brokers
Build a coordinated relationship with clear responsibilities for client communication, enrollment, and follow-through.
ROOTED IN NEW ENGLAND
A regional focus.
A lasting connection.
Based in Massachusetts, Jim works closely with employers, business owners, and broker partners throughout New England and upstate New York. Relationships extend naturally into the wider Northeast.
That regional focus is paired with partner relationships across the United States and Canada. Wherever a conversation begins, Jim’s approach is the same: listen carefully, explain clearly, and follow through.
Available plans and support depend on location and eligibility.
A BACKGROUND IN TEACHING
Making ideas
useful to people.
Jim is also an author and presenter whose work explores purpose, personal growth, and turning ideas into action.
That background supports a straightforward approach to benefits education: listen carefully, explain clearly, and help people see their next step.
START WITH YOUR PRIORITIES
What would you
like to explore?
Tell Jim about your organization, your people, or the clients you support. We’ll review your inquiry and contact you with a useful next step.
Talk with Jim ↗