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Alignment Guide - Ameriprise with Legg Mason Strategies
A look at the Legg Mason Strategies that align with the themes of Ameriprise's Financial Outlook.
- Jul-23-2018
- Investment Idea
- advisor
Ameriprise Version: Advisor Guide - Scholars Choice
Advisor guide to Legg Mason's Scholars Choice 529 College Savings Plan with a breakdown of strategies, fees and expenses.
- Aug-14-2020
- Investment Idea
- advisor
Scholars Choice Best Wishes Gift Certificate
Present this "Best Wishes" gift certificate reflecting a contribution made on the recipient's behalf to a Scholars Choice Account.
- Sep-15-2020
- Investment Idea
- public
Scholars Choice 529 Corporate Employer Sponsored Letter
A Legg Mason 529 Corporate Employer Letter, to help financial advisors prospect with firms on setting Legg Mason's 529, Scholars Choice as a Employer Sponsored 529 plan.
- Oct-01-2020
- Investment Idea
- public
CUSIPs and Expenses - Legg Mason Total Advantage Funds
Relevant details for the different vintages of the Legg Mason Total Advantage Funds, including share class, expenses, and CUSIP information.
- Mar-06-2020
- Investment Idea
- advisor
- PUB ID: RETX482293
Investment Idea - Scholars Choice Estate Planning
Give the gift of education while reducing the value of a taxable estate.
- Aug-20-2020
- Investment Idea
- public
- PUB ID: SCHX268178
Investment Idea - Scholars Choice Required Minimum Distributions
Consider using a 529 plan as an option for IRA distributions.
- Aug-20-2020
- Investment Idea
- public
- PUB ID: SCHX349103
10/30/60 Second Elevator Pitches - SA Legg Mason Tactical Opportunities Portfolio
Sales pitches for AIG wholesalers to use to discuss the SA Legg Mason Tactical Opportunities Portfolio with advisors. The sales pitches are in 10 second, 30 second, and 60 second formats.
- Jul-17-2020
- Investment Idea
- advisor
- PUB ID: VANN458124
Western Asset Ultra-Short Income Fund Update
Discussion of how the Western Asset Ultra-Short Income Fund provides investors with a potential alternative to cash in today's low-rate environment
- Dec-04-2020
- Investment Idea
- advisor
Investment Idea - Scholars Choice Accelerated Gifting
Investment Idea to help boost college funding while reducing your tax burden through accelerated gifting to a 529 Plan.
- Aug-25-2020
- Investment Idea
- public
- PUB ID: SCHX267609
IMPORTANT INFORMATION: All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product's web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.
Carefully consider a fund's investment objectives, risks, charges and expenses before investing. Please view the prospectus or summary prospectus for this and other information. Read it carefully.
FINANCIAL ADVISORS: Please note that not all share classes may be available for sale at your firm. Please call the Legg Mason Sales Desk 1-800-822-5544 or your Legg Mason Sales contact for more information.