Literature Results Page

Filter by Material Type:
Advanced Filters:


Results Loading...

The Municipal Advantage - The Benefits of Municipal Bonds

A brochure indicating the important advantages of municipal bonds to investors. Includes tax-exempt bond yields compared with taxable equivalent yields.

  • Aug-20-2020
  • Brochure
  • public
  • PUB ID: LMFX015384

What Will Your Retirement Look Like Presentation

Created to help individuals envision their ideal retirement. Includes information on how to plan effectively to reach their goals with the help of a financial professional.

  • Aug-26-2020
  • Presentation
  • public

ACES Worksheet - Service Summary Worksheet

A worksheet summarizing all of the services a Financial Professional could offer a 401(k) plan. Allows the Financial Professional to indicate whether he/she wishes to deliver each service once a year, twice a year, quarterly, or just on an "as needed" basis.

  • Dec-15-2020
  • Worksheet
  • public
  • PUB ID: TAPX015809-W5

Investor Presentation - CPREIF

Public-use deck providing overview of the CPREIF product, its manager (Clarion) and the private commercial real estate market in general.

  • Jul-13-2021
  • Product Pitchbook
  • public

Product Commentary - ClearBridge Small Cap Growth Fund

Investment manager commentary that features an overview of performance, activity and perspective on the market environment.

  • Jul-28-2021
  • Product Commentary
  • public
  • PUB ID: CBAX107124

Product Pitchbook - Clarion Real Estate Income Fund (Ameriprise Advisors)

Ameriprise: A presentation guide reviewing key fund characteristics, asset class applications and manager background for Clarion Partners Real Estate Income Fund.

  • Jun-17-2021
  • Product Pitchbook
  • advisor
  • PUB ID: CLAR575542

Product Pitchbook - Clarion Partners Real Estate Income Fund

A presentation guide reviewing key fund characteristics, asset class applications and manager background for Clarion Partners Real Estate Income Fund.

  • Jun-18-2021
  • Product Pitchbook
  • advisor
  • PUB ID: CLAR565611

Product Pitchbook - Clarion Real Estate Income Fund (LPL Advisors)

LPL: A presentation guide reviewing key fund characteristics, asset class applications and manager background for Clarion Partners Real Estate Income Fund.

  • Jun-08-2021
  • Product Pitchbook
  • advisor

Workbook - ACES: Advisor Commitment to 401(k) Education and Service

A resource guide including checklists, worksheets, surveys and information for use with 401(k) plan sponsors and employees.

  • Nov-24-2020
  • Brochure
  • advisor
  • PUB ID: TAPX015809

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.