The LivingLEGACY™ Operating System for Wealth and Business Strategy
An AI-orchestrated operating system that unifies planning, tax strategy, and advisor workflows into one intelligent environment, built into every agent's desk at King Legacy Group.
Most independent agencies hand you a login and a lead list. King Legacy Group hands you an operating system.
of independent agencies use a CRM at all
have any customer-facing AI in their practice
LEGACY/OS is built to be the exception: not a bolt-on assistant that summarizes a meeting after the fact, but a working AI team that runs alongside every agent, every day.
One System, Every Client Signal
Client data, meeting notes, intake forms, and prior planning history live in one connected environment instead of five disconnected tabs. When an agent opens a client record, they see the whole picture, not a fragment of it.
An AI Team, Not a Bolt-On Assistant
LEGACY/OS is not a chatbot bolted onto a CRM. It is a working set of specialized AI agents that collaborate across the client relationship, from first analysis to ongoing strategy to client communication.
Built for Advisor Productivity
LEGACY/OS exists to give agents back the hours that used to go into administration, research, and content creation, so more time goes to clients and production.
Day One
Where Do You Start?
Open a client record, and the Planning Agent has already done the first pass.
No blank page, no separate research step. An agent walks into every client conversation already prepared, and walks out with the follow-up, the content, and the next touchpoint already running in the background.
The Industry Reality
Most of the industry hasn't started.
According to the Catalyit State of Tech Report 2026, a study of 846 independent insurance agencies across 42 states, most agents are still deciding whether AI belongs in their practice at all.
of independent agents have AI embedded in daily workflows
Most of the industry has not integrated AI into how they actually work with clients, day to day.
aren't using AI at all
Nearly a third of the industry has not started, even as competition accelerates.
plan to increase AI use in the next 12 months
The industry knows it is coming. LEGACY/OS agents are already running on it today.
The Team Inside the System
Meet the Agents
Planning Agent
Pulls together a client's CRM data and full planning history, then produces a ranked strategy recommendation, with a built-in second pass that audits its own work before an advisor ever sees it.
Tax Strategy Agent
Works inside the Planning Agent's process, attaching the relevant tax code backing, not a guess, a citation, to every strategy it surfaces. Every recommendation an agent presents to a client is already grounded in the Internal Revenue Code sections that support it.
Strategy Identifier Agent
Reads the situational signals in a client's profile, business structure, income type, timeline to retirement, cash flow pattern, and matches them against an integrated library of strategies built for exactly these situations. Works the same way for a business owner, a W-2 professional, someone approaching retirement, or someone focused on cash flow. One engine, every client segment.
LEGACY/OS doesn't just wait to be asked. It continuously scans an agent's full book of business for retirement timelines without an income strategy, planning gaps, and outreach opportunities that would otherwise go unnoticed.
Content & Outreach Agent
Runs the marketing engine that most solo and small-team agents can never build for themselves: drafted, scheduled, and published content across LinkedIn, Facebook, Instagram, and more, plus press and podcast opportunity monitoring, running continuously in the background. Agents get access to a content system, not just a content calendar.
Nurture Agent
Once a prospect or client reaches the right status, the follow-up starts itself. Segment-specific email sequences run automatically from first contact through annual review, so no lead goes quiet just because an agent got busy.
Team Enablement Agent
Handles the back office most agencies never build for their agents: structured onboarding, licensing and application tracking, client files that organize themselves, and expense and commission infrastructure connected to the same system agents already work in.
Client Tools Agent
Puts real financial tools directly in front of clients and prospects, not just the agent: interactive calculators and assessments, plus a full client portal for documents, requests, and resources. Clients get self-service access, agents get less manual back-and-forth.
Less Time on Administration.
More Time on Clients.
LEGACY/OS connects every part of an agent's day, from first client analysis to ongoing content and follow-up, so agents spend their time building relationships, not managing systems.
Every independent agent has access to carriers and commission splits. Very few have access to a system that thinks alongside them. LEGACY/OS is the reason King Legacy Group agents spend their time on clients, not on administration.
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