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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.
