Jim Tanner & Associates

EMPLOYEE BENEFITS & BUSINESS SOLUTIONS

Protect your people.
Strengthen your business.

LegalShield and IDShield employee benefits, small-business legal plans, and hands-on support from Jim Tanner & Associates.

22+ years with LegalShield · New England focused · Connected across the U.S. and Canada.

BUILT AROUND YOUR PRIORITIES

Your workforce

Your business

Your peace of mind

OUR SOLUTIONS

Protection with a
practical purpose.

Legal questions and identity concerns don’t stay neatly outside the workday. We help you explore services that address real needs—for your employees, their families, and your business.

01 / FOR YOUR PEOPLE

Employee
benefits

Complement your benefits offering with LegalShield personal legal services and IDShield identity theft protection.

  • Legal help for covered everyday personal matters
  • Identity monitoring and restoration support
  • Individual and family options, depending on the plan

We’ll discuss your workforce, explain available options, and help you consider how these services fit your benefits strategy.

Discuss employee benefits
03 / FOR EVERYDAY CONFIDENCE

Identity theft
protection

Explore IDShield to help people stay informed about potential identity threats and get restoration support if identity theft occurs.

  • Identity and credit monitoring options
  • Alerts to potential suspicious activity
  • Restoration assistance following identity theft

Explore identity protection as an employee benefit or for personal and family needs. Features depend on the selected plan.

Talk about identity protection

Plan availability, eligibility, services, limitations, and exclusions vary by plan and location. We’ll review the applicable plan details with you before enrollment. Identity monitoring cannot prevent every instance of identity theft.

EVERYDAY ACCESS

Support that
goes with you.

A benefit becomes more useful when people know how to use it. The LegalShield app gives eligible members a convenient way to connect with their provider law firm.

Start a conversation

Request a consultation about a covered legal matter, right from your phone.

Share what matters

Photograph and upload documents for your provider law firm to review, subject to your plan.

Explore benefits for your team

Active LegalShield membership required. Features and covered services vary by plan. 24/7 access applies to covered legal emergencies.

Official LegalShield app artwork showing consultation access and estate-planning options.Official LegalShield app artwork showing the document attachment upload feature.
LegalShield mobile app

WHO WE HELP

The right conversation
for your organization.

Whether you lead a small company or support a large workforce, we start with what matters to you.

01

Employers & HR leaders

Explore supplemental benefits that support employees through everyday legal and identity concerns.

02

Small-business owners

Understand legal plan options for your business, alongside protection options for yourself and your team.

03

Brokers & insurance professionals

Another way to put your insurance license to work. Explore opportunities to serve people and businesses, build residual income, and find support for your next step.

Explore the licensed-agent program ↗

SUPPORT BEYOND ENROLLMENT

A useful benefit.
A lasting relationship.

Selecting a plan is the beginning. We help you think through the communication, education, and follow-through that support your people.

01 / UNDERSTAND

Start with your priorities

We listen to your team’s needs, review relevant options, and coordinate with your existing benefits advisor.

02 / IMPLEMENT

Make the next steps clear

We work with you on responsibilities, enrollment communication, and employee education so people understand the options.

03 / SUPPORT

Stay connected

Questions after enrollment matter, too. We help with utilization education, HR follow-up, and periodic account conversations.

Already work with a benefits broker?

We welcome that relationship. Jim Tanner & Associates can coordinate with your existing advisor as you explore LegalShield and IDShield, with clear responsibilities for communication, enrollment, and ongoing support.

Explore our approach for brokers ↗
Jim Tanner, founder of Jim Tanner and Associates

Jim Tanner · Founder

MEET JIM TANNER

Experience you can
have a conversation with.

More than 22 years with LegalShield. A personal commitment to helping people understand their options.

Based in Massachusetts, Jim works with employers, business owners, and benefits brokers throughout New England and the Northeast. His approach brings together clear explanations, practical education, and follow-through beyond enrollment.

Get to know Jim ↗

ROOTED HERE. CONNECTED BEYOND.

New England roots.
Northeast relationships.

Based in Massachusetts, we work with employers, business owners, and benefits brokers across New England and upstate New York. We bring a personal approach to understanding your organization and supporting your people.

Massachusetts · Rhode Island · Connecticut · Vermont · New Hampshire · Maine · Upstate New York

Our relationships extend throughout the Northeast, with partners across the United States and Canada. Wherever your organization operates, we’ll discuss the options and support available for your location.

Soft morning mist over an Adirondack lake in upstate New York.

A FEW COMMON QUESTIONS

Let’s make it clear.

Where do you work?

Our home region includes New England and upstate New York, with a Massachusetts base and relationships throughout the Northeast. Partner relationships across the U.S. and Canada extend our reach. Tell us where your organization operates so we can discuss the services and support available there.

Do you work with both small and large employers?

Yes. We welcome conversations with small-business owners and larger employers. Available services and implementation options depend on your organization and the applicable plans.

Are employee legal benefits the same as a business legal plan?

No. Employee legal benefits address covered personal legal matters for eligible members. A small-business legal plan addresses covered matters for an eligible business. We’ll help you understand which option fits your needs.

Can we explore one service without selecting all three?

Yes. Start with the need that matters most. We can discuss employee benefits, a small-business legal plan, or identity theft protection individually.

Does Jim Tanner & Associates LLC provide legal advice?

No. We help you explore service and plan options. Legal advice and covered legal services are provided by participating law firms under the applicable plan.

LET’S TALK ABOUT YOUR BUSINESS

What would better
support look like
for your people?

Tell us about your organization and the services you’d like to explore. We’ll start with a conversation about your needs.

Talk with Jim

Helpful details: your company name, approximate team size, location, and area of interest. Please don’t include sensitive legal, financial, or identity information.