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ACES 2.0 Advisor Presentation

A presentation focused on 401(k) plan business. Offers a process for you to follow to maintain and grow your retirement plan client base.

  • Sep-04-2019
  • Presentation
  • advisor

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

MPI Target Date Fund Report - Sample

The MPI Target Date Fund Report compares portfolio characteristics and performance data of existing and proposed Target Date Funds.

  • Feb-13-2020
  • Competitive Intelligence
  • institutional

MPI Investment Analyzer - Sample

The MPI Investment Analyzer has the capability to compare existing and proposed retirement plan lineups designated by a financial advisor.

  • Feb-13-2020
  • Competitive Intelligence
  • advisor
  • PUB ID: RETX013049

ERISA Helpdesk

Contact Information for The ERISA Helpdesk, part of the Legg Mason Retirement Advisor Concierge Program, an exclusive benefit that offers enhanced access, tools and support to those recognized as the top advisors in today’s rapidly changing retirement market.

  • Sep-10-2019
  • Brochure
  • advisor
  • PUB ID: RETX015915

Aging and Its Financial Implications: Planning for Housing brochure

This brochure provides comprehensive information on housing options in retirement and insight on the associated financial planning implications.

  • Aug-23-2019
  • Brochure
  • public
  • PUB ID: TAPX015653

Investor Education - Saving for a 30-Year Retirement

An educational piece that illustrates the value of investing early to potentially have savings during retirement.

  • Aug-23-2019
  • Brochure
  • public
  • PUB ID: LMFX307760

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.