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Transitioning to a Fee-Based Business Model

Offers vital information and a formal process for advisors looking to transition from a transaction-based to a fee-based advisory model.

  • Apr-16-2019
  • Brochure
  • advisor

Scholars Choice State Tax Map

A guide to understanding 529 state tax deductions.

  • Feb-13-2019
  • Brochure
  • public
  • PUB ID: SCHX010070

Legg Mason Asset Allocation Solutions Brochure

A brochure detailing the QS advantage and portfolio construction for the new Legg Mason Model Portfolio Series

  • Aug-23-2019
  • Brochure
  • advisor
  • PUB ID: QSIN525396

Which Type of IRA is Right for You - Spanish

Compares the strengths and limitations of a Traditional IRA versus a Roth IRA, including information about deductions and contribution limits.

  • Aug-23-2019
  • Brochure
  • public

Leveraging Your Technology Resources

Marketing piece explaining how technology can help with becoming more efficient and better connected.

  • Jul-15-2019
  • Brochure
  • advisor
  • PUB ID: VANN375025

Your Dedicated Investment Partner

Features the tools and resources provided to Primerica users and the Legg Mason products available within Primerica.

  • Aug-02-2019
  • Brochure
  • advisor
  • PUB ID: PFSX115604

Value-Added Resources For Your Business (Retirement)

Legg Mason's resources help financial professionals successfully develop and service their retirement plan business and build strong relationships with plan sponsors and plan participants.

  • Oct-08-2019
  • Brochure
  • advisor

The Intergenerational Divide: Don't Let Your Book Die With Your Clients

This brochure and the associated client-approved tools and resources are designed to provide you with new ideas and insights on connecting with the future generations of your most-valued clients.

  • Oct-02-2019
  • Brochure
  • advisor

Primerica Lifetime Investment Platform Brochure - Legg Mason's Managed Account Solutions

Legg Mason solutions found on the Primerica Lifetime Investment Platform.

  • Aug-23-2019
  • Brochure
  • public
  • PUB ID: PFSX513408

Investor Education - Saving for a 30-Year Retirement

An educational piece that illustrates the value of investing early to potentially have savings during retirement.

  • Aug-23-2019
  • Brochure
  • public

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.