King Legacy Group

Your Client Portal

A secure, private workspace for King Legacy Group clients. Your documents, tasks, requests, and resources in one place.

Invite-only access. If you have not received an invitation, contact your advisor.

What Your Portal Includes

Everything related to your King Legacy Group advisory relationship, organized and accessible in one secure location.

My Documents

Secure access to your policy documents, illustrations, annual review materials, and anything your advisor shares with you.

My Tasks

A clear list of action items assigned by your advisor. Priority, due dates, and status in one place.

Requests

Submit requests directly to the King Legacy Group team. Document requests, policy questions, scheduling, or anything else you need.

Resources

Educational content, strategy explanations, FAQs, and reference materials built around your LivingLEGACY™ plan.

Your portal is private and invite-only. Access is tied to your account credentials. Only you can see your records. King Legacy Group does not share client information with any other client or third party.

Ready to access your portal?

Use the email address from your invitation to log in. If you have not received an invitation, contact King Legacy Group and we will send one.

Access My Portal

Need help? Contact King Legacy Group

Not yet a King Legacy Group client? Start with a complimentary, no-pressure Strategy Review. One conversation to get a clear picture of where you stand and where you are headed.

Schedule My Strategy Review

Access FAQ

Common questions about portal access.

Who can access the King Legacy Group client portal?

The portal is private and invite-only. Access is extended to King Legacy Group clients by invitation. If you are a client and have not received an invitation, contact us at jme@thekinglegacygroup.com.

How do I log in?

Click the "Access My Portal" button on this page. You will be taken to the secure portal login. Use the email address and password from your invitation. If you have not set a password yet, check your invitation email for the setup link.

What if I cannot access my account?

Contact King Legacy Group directly at jme@thekinglegacygroup.com and we will assist you. Do not share your password with anyone.

Is my information secure?

Yes. The portal is hosted on Zoho Creator, which uses industry-standard encryption and access controls. Only you can see your records. No other client has visibility into your information.