Rae Stonehouse

Rae Stonehouse

Author Bio:

Rae A. Stonehouse is a Canadian born author & speaker. His professional career as a Registered Nurse working predominantly in psychiatry/mental health, has spanned four decades.

Rae has embraced the principal of CANI (Constant and Never-ending Improvement) as promoted by thought leaders such as Tony Robbins and brings that philosophy to each of his publications and presentations.

Rae has dedicated the latter segment of his journey through life to overcoming his personal inhibitions. As a 20+ year member of Toastmasters International he has systematically built his self-confidence and communicating ability. He is passionate about sharing his lessons with his readers and listeners. His publications thus far are of the self-help, self-improvement genre and systematically offer valuable sage advice on a specific topic.

His writing style can be described as being conversational. As an author Rae strives to have a one-to-one conversation with each of his readers, very much like having your own personal self-development coach. Rae is known for having a wry sense of humour that features in his publications.

Author of Self-Help Downloadable E-Books:

Power Networking for Shy PeoplePower Networking for Shy People: Tips & Techniques for Moving from Shy to Sly!

PROtect Yourself!PROtect Yourself! Empowering Tips & Techniques for Personal Safety: A Practical Violence Prevention Manual for Healthcare Workers.

E=Emcee SquaredE=Emcee SquaredTips & Techniques to Becoming a Dynamic Master of Ceremonies.

Power of PromotionPower of Promotion: On-line Marketing for Toastmasters Club Growth

 

Phone Rae 250-451-6564 or info@raestonehouse.com

Rae’s social … are you?

Twitter: http://twitter.com/RaeStonehousehttp://twitter.com/RaeStonehouse

Linkedin? Rae is http://www.linkedin.com/in/raestonehousehttp://www.linkedin.com/in/raestonehouse

Copyright 2016 Rae Stonehouse. The above document may be freely copied and distributed as long as the author’s name and contact info remain attached.

To learn more about Rae A. Stonehouse, visit the Wonderful World of Rae Stonehouse at http://raestonehouse.comhttp://raestonehouse.com.

How different are you from your competition? by Rae Stonehouse, Okanagan-based Author, Speaker, Speech/Presentations Coach, Power Networker & Toastmaster Extraordinaire.  Photo Credit: Betsy Weber via Creative Common License.A common challenge to small business owners is in creating a brand and promotional material to set you apart from the competition.

Enter USPs, taglines & slogans. This article will focus on the differences and how to utilize them to your advantage.

USP:

Your unique selling proposition (a.k.a. unique selling point, universal selling point or USP) is a marketing concept used to differentiate yourself from your competitors or others in the market place.

Friday, 29 July 2016 01:02

Business Events Due Diligence

Business Events Due DiligenceHaving organized hundreds of events and promoted thousands, it never ceases to amaze me that many of the events that I see posted are very lean on details. As an attendee to any event you play a big part in the success of the event. If nobody registers in advance, the event is in danger of cancelling. Everyone loses in that scenario assuming that there was value in the event in the first place. Sometimes there is room for interpretation on how we place value on an item or in this case an event.

Friday, 29 July 2016 00:30

How High Does Your Elevator Go?

How High Does Your Elevator Go? Excerpt from Power Networking for Shy People: Tips & Techniques for Moving from Shy to Sly! by Rae Stonehouse

  • 30 seconds? 60 seconds … 10 minutes?
  • Different buildings?

Note: The following is an excerpt from Power Networking for Shy People: Tips & Techniques for Moving from Shy to Sly! By Rae Stonehouse.

The buzzword for conducting business effectively in the new millennium may very well prove to be “networking.” In turn, the key element of a networking interaction is the elevator pitch or elevator speech as some would call it. We used them as children … “you show me yours and I’ll show you mine!”

Well perhaps not quite the same but at its essence it’s an opportunity to show your stuff and to learn about the other person. Assuming they follow the rules of course.

Monday, 25 July 2016 13:08

Visio Pro for Office 365

Microsoft Visio Pro for Office 365

 

Microsoft Visio Pro for Office 365, available as a subscription through Microsoft Office 365, includes the same capabilities as Visio Professional 2016. In addition, it allows each user to install Visio on up to five PCs running Windows 10, Windows 8, or Windows 7. It automatically installs the latest updates (both feature and security) for the duration of the subscription.

 
Get started with diagramming easily

 

 

Get started with diagramming easily

 

Get a jump-start on diagramming with a set of pre-crafted starter diagrams and contextual tips and tricks.

 

 

 

  

Create professional diagrams quicklyCreate professional diagrams quickly

 

Take advantage of 70 built-in templates and thousands of shapes that meet industry standards, including:

 

  • Business diagrams, such as flowchart, timeline, PivotDiagram, and organizational chart.
  • Process diagrams, such as cross-functional flowcharts, IDEF0 (Integration Definition for Process Modeling), BPMN (Business Process Model and Notation) 2.0, and Microsoft SharePoint workflows.
  • IT diagrams, such as ITIL (Information Technology Infrastructure Library), Active Directory, detailed network, and rack.
  • Software and database diagrams, such as database notation, website map, and UML (Unified Modeling Language) 2.4.
  • Operations diagrams, such as Six Sigma, plumbing and piping plan, and value stream map.
    Engineering diagrams, such as electrical, circuits, and systems. Refreshed templates include Institute of Electrical and Electronics Engineers (IEEE) compliance.
  • Maps and floor plans, such as HVAC (heating, ventilation, and air conditioning), office layout, site plan, and space plan. Refreshed templates include over 600 shapes that appeal to modern tastes and 400 smart shapes that help boost productivity.

 

Use a simple wizard to automatically create diagrams from data, starting with organizational charts.

 

 

 
Customize and complete diagrams quicklyCustomize and complete diagrams quickly

 

Customize professional-looking diagrams using a rich set of effects and themes and apply a completely different look to your design in just a few clicks.

Perform common diagramming activities (change shape, auto align and position, or duplicate and reorder pages) with an intuitive experience while preserving the metadata and connections of the shapes.

  


Bring diagrams to life with data linkingBring diagrams to life with data linking

 

Visualize real-time data in the context of an organizational structure, IT network, manufacturing plant, or complex business processes to obtain the whole picture. Link Visio shapes to multiple data sources including Microsoft Excel, Microsoft Excel Services, Active Directory, Microsoft SQL Server, Microsoft SQL Azure, and Microsoft SharePoint Lists and Business Connectivity Services.

  • Reveal patterns and meaning in your data with data graphics, such as vibrant icons, symbols, colors, and bar graphs.
  • Get an always-up-to-date view of your data by keeping your diagram connected to the data source, so that your shape formatting will automatically update to reflect any changes in the underlying data.
  • Take advantage of the new one-step connectivity with Excel table and swap data graphics to your preference with one click.

 


 
Define, enhance and democratize processes efficientlyDefine, enhance and democratize processes efficiently

 

Document processes with the standard notation of your choice. With over 20 process templates, Visio offers a one-stop solution of process types—BPMN 2.0, SharePoint workflow, value stream mapping, and EPC.

Take advantage of an intuitive experience of sub-process creation and drive cross team synergy.

Check diagrams using built-in or customizable validation rules to ensure that diagrams are constructed in accordance with general diagramming best practices, industry standards or compliance needs.
Use Visio Services in Office 365 to share and communicate your processes visually across the enterprise, or to monitor process activities using live data connectivity.

Screenshot of a Visio diagram showing the ribbon and two people commenting.


Collaborate easily as a team on diagramsCollaborate easily as a team on diagrams

 

  • Enable others to add comments to a diagram or a shape from virtually any device, whether through Visio or through a browser using Visio Services (requires SharePoint or Office 365). Get visual indicators of what shapes others are working/commenting on and easily sync diagrams when saving.
  • Streamline teamwork and reduce the risk of errors by allowing two or more people to work on the same diagram in a single file at the same time.
  • Get immediate clarification on feedback by initiating an instant messaging (IM) conversation or audio/video call with reviewers right from within Visio. (Requires a compliant IM application, such as Microsoft Skype for Business or Microsoft Lync.)

  

 

 

 

Communicate one version of truth—through a browser

 

 

Communicate one version of truth—through a browser

 

  • Share your diagrams for broader consumption through a browser, even with people who don't have Visio installed—through Visio Services in Office 365.
  • As your underlying data refreshes, your diagrams are refreshed in the browser.

 

 

  

Secure diagrams with Microsoft file protection technologiesSecure diagrams with Microsoft file protection technologies

 

Prevent information leakage using Information Rights Management (IRM) protection which provides persistent protection of e-mail messages and attachments, documents and diagrams.

 

 

 

Leverage an Office-like experienceLeverage an Office-like experience

 

Take advantage of Office experience innovations such as Dark Themes, Delve, Tell Me, and High DPI support to accommodate various diagram creation and collaboration needs.

 

 

 

 

 

Get Office 365 benefits Get Office 365 benefits

 

  • Get users up and running quickly with application streaming technology.
  • Simplify your deployments by having the latest patches and updates installed automatically. You can also choose to delay installations using a centralized policy to allow for compatibility testing where necessary.
  • Enable users to work from the computer of their choice. They can install Visio on multiple PCs and even temporarily install Visio on kiosk computers while they’re travelling.
  • Benefit from integration with other Office 365 services, such as presence and instant messaging (IM) integration through Microsoft Skype for Business or Microsoft Lync and Skype for Business Online.

 

Wednesday, 20 July 2016 18:13

Microsoft Dynamics CRM Online

 

Microsoft Dynamics CRM Online available through Okanagan Help4Biz an Authorized SherWeb Partner.

Microsoft Dynamics CRM Online

 

 

Imagine a suite of easy-to-learn and easy-to-use business solutions tailored to your market, designed for your business size, and dedicated to growing your business through happy customers. Microsoft Dynamics offers a full range of software focused on delivering business insights that matter to both you and your customers.

 

 

  

Stay focused. Win faster. Build trust.

The way customers interact with businesses has fundamentally changed. Today’s customers are connected via mobile devices, plugged into their social network and doing their own research. Your sales team must adapt to the new customer journey—building deeper relationships with customers and personalizing every interaction.

With Microsoft Dynamics CRM, your sales teams can sell more effectively in this new era. By providing the essential insight, guidance, and tools that salespeople need, you can focus on the right customers and priorities, win faster by collaborating with colleagues and build a trusted relationship with customers through personalized and relevant engagements.

 

 

What is Microsoft Dynamics?

Microsoft Dynamics business solutions energize and empower customer engagement with real-time information and collaboration. As the world grows smaller and more complicated, technology plays an important role and enables individuals to drive their vision while also helping organizations to manage their end-to-end business processes.

From customer relationship management (CRM) software to enterprise resource planning (ERP) and from supply chain management to business intelligence and reporting, Microsoft Dynamics has a business solution that's just right for you.

And when you combine Microsoft Dynamics with Office, Skype, and Yammer, you can connect instantly with your teams. With Microsoft Dynamics, you can add collaboration and productivity to any device, anywhere.

 

Customer engagement through CRM systems

Positive customer experience is an increasingly important ingredient for companies to win and retain customers. Customer engagement solutions with Microsoft Dynamics CRM help companies deliver exceptional customer experiences, creating long-term relationships based on knowledge and trust.

Sales

Sales by Microsoft Dynamics provides a complete and intuitive solution that can help salespeople be more productive so they can focus on what's most important—delivering amazing customer experiences.

Planning and management

Lead your sales teams with confidence.

 

Plan & Manage Your Performance with Microsoft Dynamics CRM Online. Hit your numbers by setting goals, monitoring results, and providing feedback and coaching in real-time. Motivate sales reps through creative and fun team-based competitions, with FantasySalesTeam, from Microsoft. Ease on-boarding and align sales behaviour with best practices by using business process management and interactive help and documentation. 

 

Content collaboration

Win over customers with personalized content.

 

Create personalized sales documents as a team with automatic document generation and real-time co-authoring. Manage contextual CRM documents across SharePoint, Office 365 Groups, and OneDrive for Business. Relevant content comes to you with Delve based on what you are working on and who you’re working with. 

Mobile sales

Stay connected to customers anytime, anywhere.

 

Work on the go with Microsoft Dynamics CRM Online.Work on the go with rich, modern mobile apps that provide contextual news and social data and task flows for quickly completing frequent activities. Quickly manage data using intuitive natural language voice commands to create new records, schedule meetings, set reminders and find information. Get work done anytime, anywhere with mobile apps that work online or offline.

Sales intelligence

 

Gain insight into your business and proactively anticipate customer needs.

 

Gain better insight into your business with Microsoft Dynamic CRM Online.

 

Sell smarter with cross-sell recommendations and lead scoring embedded inside CRM and trending documents inside CRM dashboards. Discover new insight with Power BI’s pre-built, interactive dashboards and reports, advanced visualizations and natural language Q&A. Gain visibility into sales performance with at-a-glance dashboards and contextual charts inside CRM. 

  

Explore our other solutions:


Marketing Resource Management

 

Streamline marketing operations. 

Integrate marketing planning, budgeting and tracking across all channels, including email, digital, social, SMS, and traditional. Manage projects, digital assets, workflows, and approval processes across your team and other departments and agencies—all from a single platform.  

Multichannel Campaigns

 

Design your customer journey. 

 

Engage customers with personalized, multichannel campaigns. Microsoft Dynamics Marketing visual campaign designer lets you drag and drop to create and manage campaigns in a single window --- across email, digital, social, SMS and traditional. 

Your organization can easily design, test and launch contextual, personlized email and SMS marketing campaigns in a visual editor. Microsoft Dynamics Marketing enable marketers to test email on different devices to determine the most effective campaigns. 

Marketing Intelligence

Demonstrate results and impact. 

Microsoft Dynamics CRM Online integrates with all the tools from Office 365.

 

Measure pipeline and revenue across every marketing investment to get a true view of your return on investment (ROI). Empower your marketers with access to data through personalized role-based dashboards and get a clear overview of marketing results so you can quickly judge performance. Make reporting easy by giving marketers familiar tools, including Excel and Power Bl, for real-time reporting. 

 

Lead Management and Scoring

 

Build your sales pipeline and drive revenue.

Manage your sales opportunities all in one place.

Increase sales-ready leads with advanced lead management and lead scoring. Boost prospect interest through multistage, trigger-based nurture programs that deliver personalized content and offers. Combine your sales and marketing funnel to better serve sales. 

Sales and Marketing Collaboration

 

Empower your sales team. 

Strengthen your marketing and sales synergies by providing sales teams with visibility into the marketing calendar and provide actionable input. Sales can now get mor insights into campaigns and targeting. And both sales and marketing can share the same view of the customer journey.  

 

Service

The service capabilities for Microsoft Dynamics CRM empower companies to deliver end-to-end, self, assisted and onsite service. Our industry leading technologies, including machine learning, IoT and analytics, give our purpose-built solution the breadth and depth necessary for your organization to meet the challenges of an evolving customer service landscape – and position your brand to capitalize on an everything-as-a-service economy.

Social 

In a socially connected world, interaction with customers is key to growing your business. Social engagement can happen anytime, anywhere. Microsoft Social Engagement is a powerful CRM service that puts cutting edge tools in the hands of your sales, service, and marketing teams. Connect on social media with customers, fans, and critics to gain insight regarding how people really feel about your business. 

Wednesday, 20 July 2016 10:54

SherWeb

SherWeb Building Front

 

 

 

 

 

Wondering about SherWeb?

 

Over the years, SherWeb has become one of the most renowned and respected hosted services leaders in the cloud industry.  Since 1998, SherWeb has been helping businesses increase agility and trim IT overhead with their best-in-class cloud services. 

 

First rated in customer care and technical support, the SherWeb team offers high quality Microsoft hosted services as well as solutions developed in house at the forefront of hosting technologies to more than 25,000 customers around the world spread out in over 100 countries. SherWeb also has a growing network of 4,000 partners who successfully resell their affordable and customizable cloud services around the world.

Day after day, SherWeb's highly skilled employees are working in synergy to satisfy its constantly growing half a million user base, making it a top North American hosting business in the providing of cloud computing hosted services. 

 

What differentiates SherWeb from other providers beside its proven knowledge of the industry is its visionary thinking and meticulousness that made it possible to be one of the first to launch Hosted Exchange 2007 and one of the few to offer Hosted Exchange 2010 and SharePoint 2010 to this day. 

 

With SherWeb-powered solutions, Okanagan Help4Biz delivers highly productive and cloud-based Microsoft environments that reduce the costs and administrative time associated with an on-premise solution. 

 

Today, more than 25,000 customers in over 100 countries are working more productively thanks to the added value they build into our wide range of SaaS, IaaS and PaaS solutions. 

 

 

Wednesday, 20 July 2016 08:42

Office 365

 

Get the most secure Office for your business ...

 

Office  365 SherWeb header

 

 

Office 365. Office when and where you need it. Work anywhere, anytime, on any device. Office 365 is ready when you are.

 

 

Computer Business Woman

 

Now includes the all-new Office 2016 apps!

  • Access files anywhere—online or offline

  • Get monthly security updates & feature releases

  • Use the web version of Office—with rich features

 

 

Office 365 Image AcrossDevicesYour go-to Office—anywhere

Whether you’re working in your office or on the go, you get a familiar, top-of-the-line set of productivity tools. Office applications —always the latest versions—let you create, edit, and share from your PC/Mac or your iOS, Android™, or Windows device with anyone in real time. 

 

 

 

 

 

 

Image ToolsForProfessionalv2

Tools for the professional

Brand your business-class email address with your company name to build name recognition, and market your business with customized marketing materials that are  
easy to create. Connect better with customers and colleagues with a range of communication tools, from email and IM to social networking and video conferencing.

 

 

  

Microsoft OutlookMicrosoft WordMicrosoft Excel  Microsoft PowerPoint  Microsoft Publisher Microsoft OneDrive for Business Microsoft Exchange Online Skype for Business Online

 

Add-ons for Office 365: 

Microsoft Visio Pro

Microsoft Dynamics CRM Online

 

Sherwood Authorized Partner logo

Okanagan Help4Biz is an Authorized Partner of SherWeb, providing access to cloud-based computer technology. We provide Microsoft Business software at an affordable price. 

Wondering About SherWeb? Over the years, SherWeb has become one of the most renowned and respected hosted services leaders in the cloud industry.  Since 1998, SherWeb has been helping businesses increase agility and trim IT overhead with their best-in-class cloud services. Read more ... 

Sunday, 24 May 2015 08:58

Small Biz 100 Plan

LegalShieldv4

 

Small Biz 100

 

Small Biz 100 (100 or fewer Employees)

Legal Consultation

Telephone consultation on unlimited matters concerning your business; with up to 1 hour of legal research per matter. (Number of matters at attorney discretion. Matters covered under the Designated Consultation benefit are not covered under this benefit)

Correspondence (Letters and Calls)

Available at the discretion of your Provider Lawyer.

  • 40 per year, calls or letters with 1 follow up per subject matter (up to 6 in any month)

Designated Consultation

Three telephone consultations per year arranged by your Provider Lawyer - each consisting of up to one-half hour for the following legal matters:

  • Securities
  • Patents
  • Copyrights
  • Antitrust
  • Immigration
  • Import/export or customs matters
  • Issues arising outside your state, within U.S.
  • Commodities
  • Trademarks
  • Admiralty
  • International Law
  • Tax
  • Intellectual Property

Document and Contract Review

(Up to 15 pages each)
Up to 40 contracts/documents per year (up to 6 in any month)
One out-of-state document review per year

Debt Collection Letters

Up to fifteen separate initial collection letters per month

Reduced Contingency Fee Services

Up to a 5% discount from the Provider Lawyer's standard contingency fee available at the discretion of your Provider Lawyer

Eligibility

  • For profit business
  • Not publicly traded
  • Must have 100 or fewer employees
  • Non-profit or associations are not eligible

Preferred Discount

25% off additional legal services, litigation representation and other legal work within your business state is available at a 25% discount from the Lawyer's corporate hourly rate. Your Provider Law Firm will let you know when the 25% discount applies and go over these fees with you. In some cases, a retainer fee may also be required before representation begins; and a separate engagement agreement with the attorney will be required. The following are covered only under your 25% discount:

  • Claims or charges relating to workers compensation, inquiries or actions by a government agency, bankruptcy or alcohol, drugs, substance abuse, chemical abuse or dependency.
  • Pre-existing conditions, defined as those acts which give rise to a lawsuit which are alleged to have occurred prior to the business' enrollment, regardless of the filing date of the lawsuit.
  • Garnishment, attachment, or any other post judgment relief action.
  • Any claim or charge where the business has access to an insurance policy.

Additional Information:

The member shall designate, in writing, up to five spokespersons to communicate with the Provider Attorney. These spokespersons must have the ability to bind the member. It is up to the Provider Lawyer's professional judgment as to whether or not your claim, defense or legal position will prevail in court or is frivolous/without merit.

This is a general overview of your legal plan coverage for illustration purposes only. See a plan contract for complete terms, coverage, amounts, conditions and exclusions.

Please note, class actions, interventions or amicus curiae filings in which you are a party or potential party are not covered by the LegalShield membership.

If you'd like to view the full contract, including details, terms, conditions, and exclusions, ask about the pdf.

 

 

 GoSmallBiz Product Discount

 

 

Rae Stonehouse 250-451-6564  info@okanaganhelp4biz.ca

 

 

Don’t have 100 employees, just yourself? Check our LegalShield’s Home-Based Business Rider.

Do you have 10 or less employees? Check our LegalShield’s Small Biz 10 Plan.

Do you have 50 or less employees? Check our LegalShield’s Small Biz 50 Plan.

 

To learn more about LegalShield Plans and to Buy Now, visit www.raeok.cawww.raeok.ca

Sunday, 24 May 2015 08:54

Small Biz 50 Plan

LegalShieldv4

 

Small Biz 50

 

Small Biz 50 (50 or fewer Employees)

Legal Consultation

Telephone consultation on unlimited matters concerning your business; with up to 1 hour of legal research per matter. (Number of matters at attorney discretion. Matters covered under the Designated Consultation benefit are not covered under this benefit)

Correspondence (Letters and Calls)

Available at the discretion of your Provider Lawyer.

  • 30 per year, calls or letters with 1 follow up per subject matter (up to 6 in any month)

Designated Consultation

Three telephone consultations per year arranged by your Provider Lawyer - each consisting of up to one-half hour for the following legal matters:

  • Securities
  • Patents
  • Copyrights
  • Antitrust
  • Immigration
  • Import/export or customs matters
  • Issues arising outside your state, within U.S.
  • Commodities
  • Trademarks
  • Admiralty
  • International Law
  • Tax
  • Intellectual Property

Document and Contract Review

(Up to 15 pages each)
Up to 30 contracts/documents per year (up to 6 in any month)
One out-of-state document review per year

Debt Collection Letters

Up to ten separate initial collection letters per month

Reduced Contingency Fee Services

Up to a 5% discount from the Provider Lawyer's standard contingency fee available at the discretion of your Provider Lawyer

Eligibility

  • For profit business
  • Not publicly traded
  • Must have 50 or fewer employees
  • Non-profit or associations are not eligible

Preferred Discount

25% off additional legal services, litigation representation and other legal work within your business state is available at a 25% discount from the Lawyer's corporate hourly rate. Your Provider Law Firm will let you know when the 25% discount applies and go over these fees with you. In some cases, a retainer fee may also be required before representation begins; and a separate engagement agreement with the attorney will be required. The following are covered only under your 25% discount:

  • Claims or charges relating to workers compensation, inquiries or actions by a government agency, bankruptcy or alcohol, drugs, substance abuse, chemical abuse or dependency.
  • Pre-existing conditions, defined as those acts which give rise to a lawsuit which are alleged to have occurred prior to the business' enrollment, regardless of the filing date of the lawsuit.
  • Garnishment, attachment, or any other post judgment relief action.
  • Any claim or charge where the business has access to an insurance policy.

Additional Information:

The member shall designate, in writing, up to three spokespersons to communicate with the Provider Attorney. These spokespersons must have the ability to bind the member. It is up to the Provider Lawyer's professional judgment as to whether or not your claim, defense or legal position will prevail in court or is frivolous/without merit.

This is a general overview of your legal plan coverage for illustration purposes only. See a plan contract for complete terms, coverage, amounts, conditions and exclusions.

Please note, class actions, interventions or amicus curiae filings in which you are a party or potential party are not covered by the LegalShield membership.

If you'd like to view the full contract, including details, terms, conditions, and exclusions, ask about the pdf.

 

 

GoSmallBiz Product Discount

 

Rae Stonehouse 250-451-6564  info@okanaganhelp4biz.ca

 

Don’t have 50 employees, just yourself? Check our LegalShield’s Home-Based Business Rider.

Do you have 10 or less employees? Check our LegalShield’s Small Biz 10 Plan.

 

Do you have 100 or less employees? Check our LegalShield’s Small Biz 100 Plan.


 

To learn more about LegalShield Plans and to Buy Now, visit www.raeok.cawww.raeok.ca

Sunday, 24 May 2015 08:51

Small Biz 10 Plan

LegalShieldv4

Small Biz 10

 

Small Biz 10 (10 or fewer Employees)

Legal Consultation

Telephone consultation on unlimited matters concerning your business; with up to 1 hour of legal research per matter. (Number of matters at attorney discretion. Matters covered under the Designated Consultation benefit are not covered under this benefit)

Correspondence (Letters and Calls)

Available at the discretion of your Provider Lawyer.

  • 20 per year, calls or letters with 1 follow up per subject matter (up to 6 in any month)

Designated Consultation

Three telephone consultations per year arranged by your Provider Lawyer - each consisting of up to one-half hour for the following legal matters:

  • Securities
  • Patents
  • Copyrights
  • Antitrust
  • Immigration
  • Import/export or customs matters
  • Issues arising outside your state, within U.S.
  • Commodities
  • Trademarks
  • Admiralty
  • International Law
  • Tax
  • Intellectual Property

Document and Contract Review

(Up to 15 pages each)
Up to 20 contracts/documents per year (up to 6 in any month)
One out-of-state document review per year

Debt Collection Letters

Up to five separate initial collection letters per month

Eligibility

  • For profit business
  • Not publicly traded
  • Must have 10 or fewer employees
  • Non-profit or associations are not eligible

Preferred Discount

25% off additional legal services, litigation representation and other legal work within your business state is available at a 25% discount from the Lawyer's corporate hourly rate. Your Provider Law Firm will let you know when the 25% discount applies and go over these fees with you. In some cases, a retainer fee may also be required before representation begins; and a separate engagement agreement with the attorney will be required. The following are covered only under your 25% discount:

  • Claims or charges relating to workers compensation, inquiries or actions by a government agency, bankruptcy or alcohol, drugs, substance abuse, chemical abuse or dependency.
  • Pre-existing conditions, defined as those acts which give rise to a lawsuit which are alleged to have occurred prior to the business' enrollment, regardless of the filing date of the lawsuit.
  • Garnishment, attachment, or any other post judgment relief action.
  • Any claim or charge where the business has access to an insurance policy.

Additional Information:

The member shall designate, in writing, up to two spokespersons to communicate with the Provider Attorney. These spokespersons must have the ability to bind the member. It is up to the Provider Lawyer's professional judgment as to whether or not your claim, defense or legal position will prevail in court or is frivolous/without merit.

This is a general overview of your legal plan coverage for illustration purposes only. See a plan contract for complete terms, coverage, amounts, conditions and exclusions.

Please note, class actions, interventions or amicus curiae filings in which you are a party or potential party are not covered by the LegalShield membership.

If you'd like to view the full contract, including details, terms, conditions, and exclusions, ask about the pdf.

 

 

 

 GoSmallBiz Product Discount

 

 

 

Rae Stonehouse 250-451-6564  info@okanaganhelp4biz.ca

 

 

Don’t have 10 employees, just yourself? Check our LegalShield’s Home-Based Business Rider.

Do you have 50 or less employees? Check our LegalShield’s Small Biz 50 Plan.

Do you have 100 or less employees? Check our LegalShield’s Small Biz 100 Plan.

 

 

 

To learn more about LegalShield Plans and to Buy Now, visit www.raeok.cawww.raeok.ca