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Product Availability Guide - Advisor Group

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

  • Nov-23-2020
  • Product Availability Guide
  • advisor
  • PUB ID: LMFX012460

Mastering The Client Review (Presentation)

This presentation walks you through the importance of client reviews and provides real-life scenarios and quizzes to ensure you are making the most out of every client review.

  • Aug-17-2020
  • Presentation
  • advisor
  • PUB ID: FN1512202

Mastering The Client Review

Offers an innovative look at how to prepare for and conduct more powerful reviews, with special focus on showing progress against client's personal goals.

  • Oct-02-2020
  • Brochure
  • advisor
  • PUB ID: TAP2004

Portfolio Review Resource Worksheet

Designed to help financial professionals quickly map out the data and documents needed for a client review.

  • Oct-09-2020
  • Worksheet
  • advisor
  • PUB ID: TAP2004-W4

LM Diversified Risk Portfolio Client Presentation

A client friendly presentation covering the Legg Mason Diversified Risk Portfolios

  • Jun-12-2020
  • Brochure
  • public

Investor Guide - Legg Mason Total Advantage Funds

The Legg Mason Total Advantage Funds were designed around two critical objectives — boost return potential for investors saving for retirement and seek to reduce exposure to large market drawdowns.

  • May-06-2020
  • Investor Guide
  • public
  • PUB ID: RETX446136

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

Investor Guide - A Patient Approach to Growth

Guide highlighting the ClearBridge Multi Cap Growth Portfolios' philosophy and investment approach.

  • Feb-24-2020
  • Investor Guide
  • public
  • PUB ID: PFSX501535

Product Commentary - Alternative Completion Portfolios (MSWM SMA - FA)

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

  • Jan-26-2021
  • Product Commentary
  • advisor
  • PUB ID: AMXX495514

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

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.