Variable Investment Trusts: Retirement Savings 

 

Funding Your Retirement

For investors focused on growing their retirement nest egg and enhancing their income in retirement, annuities can play a vital role in a financial plan. 

Organizations such as insurance companies that provide annuities select Legg Mason to deliver customized equity, fixed income and asset allocation solutions to help investors through the accumulation and distribution phases of their annuity experience.

 

Actively Managed Growth Opportunities
Equity

Actively managed growth opportunities across equity asset classes.

 

Global and Domestic Fixed Income
Fixed Income

The income and diversification benefits of global and domestic fixed income.

 

Intermediate Term Bond

High Yield Bond

Intermediate Term Bond

High Yield Bond

Intermediate Term Bond

High Yield Bond

Investment Risk Tolerance
Asset Allocation

Solutions aligned with an investor's risk tolerance, age and objectives.

 


Enhance Your Platform with Ours

Give your investors greater choice and opportunity. Put Legg Mason’s platform of nine specialized, active global asset management affiliates to work on the investment platform you offer to your annuity investors. 

 

You May Also Like

Market Outlook

What lies ahead for domestic and global investors? Explore possible future trends by learning about past performance, economic factors, prevailing demand and more.


Market Snapshot

The most current investment strategies and trend analysis impacting today's market and economic conditions. 


Chart of the Week

Discover our analysis of this week's market data and what it means for the bottom line.


Equity securities are subject to price fluctuation and possible loss of principal.

Fixed-income securities involve interest rate, credit, inflation, and reinvestment risks; and possible loss of principal. As interest rates rise, the value of fixed-income securities falls.

International investments are subject to special risks, including currency fluctuations and social, economic and political uncertainties, which could increase volatility.

Diversification does not guarantee a profit or protect against a loss.

Active management does not ensure gains or protect against market declines. 

IMPORTANT INFORMATION: Past performance is no guarantee of future results. These portfolios are available as investment options under a variable annuity or variable life contract. Shares of the portfolios are offered only to insurance company separate accounts that fund certain variable annuity or life contracts. These portfolios may not be available in all states and may only be offered in certain variable products. Please refer to the prospectuses. Variable annuities are long-term, tax-deferred investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Withdrawals made prior to age 59 1/2 are subject to a 10% IRS penalty charge and/or surrender charges. Investments in a variable annuity are subject to market risks, including loss of principal. Guarantees are based on the claims-paying ability of the insurer.

VARIABLE ANNUITIES ARE SOLD BY PROSPECTUS ONLY. AN INVESTOR SHOULD CONSIDER THE INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES OF THE INSURANCE CONTRACT AND THE UNDERLYING PORTFOLIO CAREFULLY BEFORE INVESTING. THE PROSPECTUSES CONTAIN THIS AND OTHER IMPORTANT INFORMATION ABOUT THE INSURANCE CONTRACT AND THE UNDERLYING PORTFOLIO. FOR A FREE PROSPECTUS ON THE UNDERLYING PORTFOLIO, PLEASE CLICK ON THE PROSPECTUS LINK. AN INVESTOR SHOULD READ THE PROSPECTUSES CAREFULLY BEFORE INVESTING.

An XBRL file is not a fund's complete prospectus. XBRL is an interactive data format and is provided in addition to a fund's prospectus and annual and semi-annual reports linked to this page. An XBRL file is not viewable without a viewer tool. A viewer tool is available on the SEC website at www.sec.gov. You can download an XBRL zip file and view it on the SEC website or use the data for analysis with any comparison tool.

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.

All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s webpage for specific details regarding investment objective, risks associated with hedge funds, alternative investments and other risks, performance and other important information. Review this information carefully before you make any investment decision.