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Fi360 Fiduciary Score Breakdown - Sample

Provides an Fi360 report on data points on a portfolio or plan lineup.

  • Feb-11-2020
  • Brochure
  • advisor

Legg Mason Roth IRA Conversion Request Internal Between LM Retirement Accounts

Convert a traditional, SEP or SIMPLE (after the required two year holding period) IRA within Legg Mason Funds to a Legg Mason Roth IRA

  • Jun-09-2020
  • Account Maintenance Form
  • public
  • PUB ID: LMFX016744

Legg Mason IRA Distribution Request

Request a distribution from your account

  • Jun-18-2020
  • Account Maintenance Form
  • public
  • PUB ID: LMFX010943

The Hidden Costs of Aging Client Invitation

Sample content for Financial Professionals to create firm-branded invitations for The Hidden Costs of Aging events.

  • Jun-08-2020
  • Worksheet
  • advisor

The Hidden Costs of Aging Sample Prospecting Communication

Sample content for advisors to create firm-branded prospecting communications to clients regarding The Hidden Costs of Aging.

  • Jun-04-2020
  • Worksheet
  • advisor

The Hidden Costs of Aging Seminar Follow Up to Clients

Email template for follow up to clients after presentation of The Hidden Costs of Aging materials.

  • Jun-08-2020
  • Worksheet
  • advisor

Tax-Advantaged Retirement Savings

An Investment-Only Variable Annuity (IOVA) can help keep costs down while harnessing the power of tax deferral.

  • May-11-2020
  • Brochure
  • public
  • PUB ID: VANN115300

Investor Education - What a Difference a Year Makes

Investment performance is only one factor to consider when planning for a retirement that could last 30 years or more.

  • May-15-2020
  • Brochure
  • public
  • PUB ID: LMFX307760

The Hidden Costs of Aging Financial Professional Presentation ML

The important conversation you need to have about care and housing expenses. Offers a profile of aging, care and housing options and considerations for your clients as well as tools to grow your business.

  • May-18-2020
  • Presentation
  • advisor
  • PUB ID: TAPX592609

The Hidden Costs of Aging Financial Professional Presentation

The important conversation you need to have about care and housing expenses. Offers a profile of aging, care and housing options and considerations for your clients as well as tools to grow your business.

  • May-18-2020
  • Presentation
  • advisor
  • PUB ID: TAPX592697

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.