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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

Seminar Invitation - Discover The 3 D's of Investing (Primerica)

Invitation template to be filled out.

  • Sep-26-2019
  • Investment Idea
  • public

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.

  • Aug-23-2019
  • Investment Idea
  • advisor
  • PUB ID: VANN458124

Scholars Choice Investment Options Quick Reference Chart

one pager with cusips and tickers for the scholars choice investment options

  • Aug-23-2019
  • Investment Idea
  • advisor
  • PUB ID: SCHX536374

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.

  • Dec-12-2019
  • 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.

  • Dec-27-2019
  • Investment Idea
  • public

Investment Idea - Legg Mason Total Advantage Funds

Want More in Retirement? The new Legg Mason Total Advantage Funds’ innovative risk management feature called Retirement Keeper can help you defend more when it matters most.

  • Dec-03-2019
  • Investment Idea
  • public
  • PUB ID: RETX472465

10/30/60 Second Elevator Pitches - Legg Mason Total Advantage Funds

Sales pitches to use in discussion on the Legg Mason Total Advantage Funds. The sales pitches are in 10 second, 30 second, and 60 second formats.

  • Oct-04-2019
  • Investment Idea
  • advisor
  • PUB ID: RETX553153

Dynamic Risk Management - Volatility Managed Systematically

Dynamic Risk Management (aka Dynamic Rebalancing) is disciplined technique to help manage through downside market volatility, as well as capture market opportunity.

  • Feb-04-2020
  • 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

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.