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Tax-Advantaged Retirement Savings
An Investment-Only Variable Annuity (IOVA) can help keep costs down while harnessing the power of tax deferral.
- May-11-2020
- Brochure
- public
- PUB ID: VANN115300
Managing Volatility in Target Date Funds
A managed volatility approach to target date funds allows investors to better navigate the trade-off between longevity and market risk.
- Sep-15-2020
- Whitepaper
- advisor
- PUB ID: QSIN555463
The Intergenerational Divide: Don't Let Your Book Die With Your Clients
This brochure and the associated client-approved tools and resources are designed to provide you with new ideas and insights on connecting with the future generations of your most-valued clients.
- Sep-30-2020
- Brochure
- advisor
- PUB ID: TAPX016215
Product Profile - QS LM Dynamic Multi-Strategy VIT Portfolio
Key product details, including primary differentiators, investment philosophy and investment process.
- Aug-14-2020
- Product Profile
- public
- PUB ID: LMFX013943
Investor Guide - ClearBridge Large Cap Growth Portfolios
Brochure highlighting the strategy's approach, process and performance.
- Feb-01-2021
- Investor Guide
- public
- PUB ID: AMXX342116
Product Pitchbook - Western Asset Intermediate Corporate SMA (Detailed)
Detailed presentation that includes in-depth product information, including investment approach, portfolio and performance information, including attribution analysis. May be firm-specific.
- Feb-17-2021
- Product Pitchbook
- advisor
Western Asset Income Fund
Detailed presentation that includes in-depth product information, including investment approach, portfolio and performance information, including attribution analysis for Western Asset Global Strategic Income Fund (SDSAX, SLDSX, LWSIX, SDSIX, SDSYX, WAGIX). May be firm-specific.
- Feb-01-2021
- Product Pitchbook
- advisor
- PUB ID: WASX528209
ClearBridge Appreciation and Dividend Strategy SMA Client Letter
Market commentary for the ClearBridge income solutions strategies written by Hersh and his team.
- Apr-07-2021
- Market Commentary
- public
ClearBridge Dividend Strategy SMA Client Letter
Market Commentary from Hersh Cohen and his team for the Dividend Strategy Portfolios SMA
- Apr-07-2021
- Market Commentary
- 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.
