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Alignment Guide - Ameriprise with Legg Mason Strategies

A look at the Legg Mason Strategies that align with the themes of Ameriprise's Financial Outlook.

  • Jul-23-2018
  • Investment Idea
  • advisor

Seminar Invitation - Discover The 3 D's of Investing (Primerica)

Invitation template to be filled out.

  • Sep-26-2019
  • Investment Idea
  • public

Scholars Choice Best Wishes Gift Certificate

Present this "Best Wishes" gift certificate reflecting a contribution made on the recipient's behalf to a Scholars Choice Account.

  • Dec-12-2019
  • Investment Idea
  • public

Scholars Choice 529 Corporate Employer Sponsored Letter

A Legg Mason 529 Corporate Employer Letter, to help financial advisors prospect with firms on setting Legg Mason's 529, Scholars Choice as a Employer Sponsored 529 plan.

  • Dec-27-2019
  • Investment Idea
  • public

10/30/60 Second Elevator Pitches - Legg Mason Total Advantage Funds

Sales pitches to use in discussion on the Legg Mason Total Advantage Funds. The sales pitches are in 10 second, 30 second, and 60 second formats.

  • Oct-04-2019
  • Investment Idea
  • advisor
  • PUB ID: RETX553153

Dynamic Risk Management - Volatility Managed Systematically

Dynamic Risk Management (aka Dynamic Rebalancing) is disciplined technique to help manage through downside market volatility, as well as capture market opportunity.

  • Feb-04-2020
  • Investment Idea
  • public

CUSIPs and Expenses - Legg Mason Total Advantage Funds

Relevant details for the different vintages of the Legg Mason Total Advantage Funds, including share class, expenses, and CUSIP information.

  • Mar-06-2020
  • Investment Idea
  • advisor
  • PUB ID: RETX482293

10/30/60 Second Elevator Pitches - Legg Mason Quality Dividend Index

Sales pitches for AIG wholesalers to use to discuss the Legg Mason Quality Dividend (LMQD) Index with advisors. The sales pitches are in 10-second, 30-second, and 60-second formats.

  • Mar-13-2020
  • Investment Idea
  • advisor

Investment Idea - Scholars Choice Accelerated Gifting

Investment Idea to help boost college funding while reducing your tax burden through accelerated gifting to a 529 Plan.

  • Apr-02-2020
  • Investment Idea
  • public

Investment Idea - Scholars Choice Required Minimum Distributions

Consider using a 529 plan as an option for IRA distributions.

  • Apr-02-2020
  • Investment Idea
  • 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.