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Territory Map - Wealth Management Sales Map

Wealth Management Sales Map.

  • Aug-10-2017
  • Territory Map
  • advisor
  • PUB ID: LMFX013988

Legg Mason Products Available Within RBC Wealth Management

Details on product and share class availability of Legg Mason Products Within RBC Wealth Management.

  • Jul-11-2017
  • Product Availability Guide
  • advisor
  • PUB ID: FDXX011735

Product Availability Guide- Morgan Stanley Wealth Management

Details on product and share class availability of Legg Mason Products Within Morgan Stanley Wealth Management.

  • Aug-16-2017
  • Product Availability Guide
  • advisor
  • PUB ID: SAM0693

Legg Mason Recharacterization Request - Internal

Recharacterize a traditional or Roth IRA contribution or recharacterize a Roth IRA conversion contribution within Legg Mason Funds

  • Sep-05-2014
  • Account Maintenance Form
  • internal
  • PUB ID: LMFX016690

Legg Mason Coverdell ESA Withdrawal Form

Request a distribution from your account

  • Jun-30-2016
  • Account Maintenance Form
  • public
  • PUB ID: LMFX011448

Legg Mason Share Class Conversion Request Form (Institutional and I Share Classes)

Legg Mason Share Class Conversion Request Form - Institutional and I Share Classes

  • Sep-05-2014
  • Account Maintenance Form
  • public
  • PUB ID: LGEN011119

Legg Mason Roth IRA conversion Request - External

Convert an IRA from another custodian to a Legg Mason Funds Roth IRA

  • Sep-05-2014
  • Account Maintenance Form
  • public
  • PUB ID: LMFX016683

Legg Mason Required Paperwork and Change of Ownership Guide

Legg Mason Required Paperwork and Change of Ownership Guide

  • Sep-05-2014
  • Account Maintenance Form
  • public

The Intergenerational Divide: Don't Let Your Book Die With Your Clients Presentation

A presentation that explains the connections that advisors can make with their clients families. Includes tips on setting up a family meeting and sample dialogue to use that will help advisors connect with the next generation.

  • Jun-05-2017
  • Presentation
  • advisor

Aging and Its Financial Implications: Planning for Housing - Prospecting Letter

Sample prospecting letter for advisors to use with existing or prospective clients.

  • Feb-14-2017
  • Worksheet
  • advisor

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.