Literature Results Page

Legg Mason solutions found on the Primerica Lifetime Investment Platform.

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.

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

Prospecting letter developed to help you highlight the importance of fee transparency to plan participants.

Prospecting letter illustrating that changing a financial advisor can be lead to better service and improved participant engagement.

Prospecting letter questioning who is acting as a fiduciary, a financial professional or the plan sponsor. This is an important topic for plan sponsors to be aware of given the level of responsibility involved with being a fiduciary.

An example of a prospecting letter to highlight the high quality services offered to employers and employees.

Marketing piece explaining how technology can help with becoming more efficient and better connected. Includes Jackson's tracking code.

Top 10 list of LinkedIn's unique features and tools that effectively complement and amplify advisors’ traditional efforts to grow their book of business. Includes Jackson tracking code.

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