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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

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

Value-Added Resources For Your Business

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.

  • Sep-30-2019
  • Brochure
  • advisor
  • PUB ID: TAPX011729

ACES - Focus On Fees - Prospecting Letter

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

  • Sep-10-2019
  • Brochure
  • advisor

ACES - Financial Professional Change - Prospecting Letter

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

  • Sep-10-2019
  • Brochure
  • advisor

ACES - Understanding Fiduciary Options - Prospecting Letter

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.

  • Sep-10-2019
  • Brochure
  • advisor

ACES - Quality of Service - Prospecting Letter

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

  • Sep-10-2019
  • Brochure
  • advisor

Leveraging Your Technology Resources (Jackson)

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

  • Sep-09-2019
  • Brochure
  • advisor
  • PUB ID: VANN438298

Top 10 Reasons for Financial Advisors to Use LinkedIn (Jackson)

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.

  • Sep-11-2019
  • Brochure
  • advisor
  • PUB ID: VANN438261

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

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.