Legacy Grid — The Professional Service Platform for Wealth Inheritance Advisors

Legacy Grid — The Professional Service Platform for Wealth Inheritance Advisors

Taiwan's AI workstation for insurance and financial advisors. Zero-retention AI reports, 71 regulations knowledge base, policy health check, and scenario training.

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Zero-retention architecture · Automatic compliance language scanning · Real-time citation of 71 regulations

Every interview feels like you've prepared an AI report for three days. AI Report × Regulation Knowledge Base × Policy Health Check × Scenario Practice One platform to complete all your preparations before meeting clients.

Experience free for 14 days | View report samples No credit card required, automatically reverts to free version after 14 days

Life Insurance | Medical | Disability | Accident | Retirement | Long-term Care 68 Protection Score | 6 Dimensions · 12 Templates | Spot the protection gap at a glance

3 types of AI reports: Personal × Corporate × Inheritance 71 Regulations: Real-time semantic search 6 Dimensions: Panoramic analysis of policy health check

It's not that you're not professional enough — you just lack a tool that lets the client see the gap themselves. The content you spent three hours preparing, the client flips through two pages and puts it in the drawer. The problem is not your expertise, but the lack of a process for the client to "discover it themselves."

The gaps speak for themselves After seeing the radar chart, the client will ask, "So what should I do?" — Once this question is asked, your expertise comes into play. You don't have to proactively sell; the numbers will speak for you.

The report speaks for you Life insurance gaps, insufficient retirement preparation, estate tax simulations — every number has a legal basis. When clients see their own numbers, the conversation naturally focuses.

On-site delivery, trust built on the spot The client watches the report being generated right in front of them, taking away a file that only they can unlock. This is the source of "this advisor is different from the others."

Usage Process Three steps, completed in 30 minutes From sitting down to the client taking the report away, get it all done in one meeting.

01 Guide the client to answer As natural as chatting, 30 questions take about 10 minutes. Open Legacy Grid in front of the client, guiding them to answer questions about family structure, asset overview, and current protection status. No need to prepare a presentation beforehand; the questionnaire itself is the best conversation guide.

02 AI instantly generates the report After completing the answers, the system generates a complete report within 30 seconds — radar charts, gap calculations, inflation sensitivity, and legal citations, all automatically. The generation process is visible step-by-step, no black-box waiting. The client watches the professional report take shape before their eyes.

03 The client scans and takes it away The client scans the QR Code with their phone, enters their self-set password, and the report is saved directly to their device. Your tablet remains completely clean. The more they look at it at home, the more they feel they need you — this is the key to reports driving follow-up appointments.

Free plan includes 3 FNAs + 1 Mandala + 1 Labor report, no credit card required. Three types of AI reports, covering Personal · Corporate · Inheritance. Every analytical sentence has a legal source, and every number is calculated. What the client sees is not a sales pitch, but facts.

FNA Financial Health Check Labor Compliance Check Inheritance Mandala

Legacy Grid Financial Needs Analysis Observation Report 6.2 Million | 22% | 27%

FNA Financial Health Check One report that lets the client see the gaps themselves ✓ 8-module guided questionnaire (dynamically adjusts according to family status) ✓ Radar chart × Gap calculation × Three-scenario inflation analysis ✓ Life insurance dual-method cross-verification (Income replacement + HLV) ✓ Couple combined mode: Independent scoring + Mirror fear analysis ✓ Embedded panoramic map for policy health check

Knowledge Base Trial | In a word,