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Legg Mason Account Maintenance Form

Make changes to your account, including address, dividend/cap gain distribution options, systematic investment plan, systematic withdrawal plan or telephone transaction services

  • Dec-04-2020
  • Account Maintenance Form
  • public
  • PUB ID: LMFX011447

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

Legg Mason 403(b) Request for Distributions Form

Request a distribution from your 403(b) account

  • Dec-04-2020
  • Account Maintenance Form
  • public
  • PUB ID: LMFX016694

Preparing for the Future - Your Records and Roles Organizer

Designed to help clients centralize the important information they need for their family and/or loved ones. Covers everything from finances to health care, and could serve as a key resource in the case of an emergency, major life event, illness or death.

  • Sep-10-2020
  • Worksheet
  • public

Estate Planning Benefits of a 529

Learn about the flexibility and powerful wealth transfer benefits of 529 Plans

  • Aug-25-2020
  • Brochure
  • public

Investing Post-Covid-19: Evolution, Revolution and Changing Behaviors

Legg Mason Product Strategy examines trends and opportunities that could emerge for investors in the Post-Covid-19 world.

  • May-05-2020
  • Whitepaper
  • advisor

Legg Mason Separately Managed Accounts Available Within CPWM

Details on product and share class availability of Legg Mason Separately Managed Accounts Within CPWM.

  • Aug-04-2020
  • Product Availability Guide
  • advisor
  • PUB ID: AMXX013278

Product Availability Guide - CPWM

Details on product and share class availability of Legg Mason Products Within CWPM.

  • Sep-23-2020
  • Product Availability Guide
  • advisor
  • PUB ID: LGEN013935

Investor Guide - ETFs from Legg Mason

View our core and income strategies to address common investor needs such as managing volatility, generating income and growing wealth.

  • Jul-24-2020
  • Investor Guide
  • advisor
  • PUB ID: ETFF227608

Investment Idea - Scholars Choice Estate Planning

Give the gift of education while reducing the value of a taxable estate.

  • Aug-20-2020
  • Investment Idea
  • public
  • PUB ID: SCHX268178
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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.