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Investor Guide - Scholars Choice Enrollment Brochure

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A guide to the strategies and wide variety of investment options of Scholars Choice College Savings (529) accounts. Includes answers to frequently-asked questions and future college cost projections.


Scholars Choice Enrollment Kit - Merrill Lynch

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Contains Enrollment Brochure, New Account Application, Rollover Form, ROA Form and PDS. IMPORTANT: The New Account Application in this kit is not required if the account is being established on the Merrill Lynch omnibus platform.


ACES - Plan Design - Prospecting Letter

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A sample prospecting letter for advisors to use when communicating with plan sponsors about the retirement plan design options.


Scholars Choice Enrollment Kit

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Provides informative strategy and performance documentation, application forms and regulatory information on the fund.


Scholars Choice Product Overview Brochure

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A brochure outlining the benefits of investing early in Scholars Choice 529 College Savings Program. Includes Investment Choices based on fund portfolios.


Leveraging Your Technology Resources

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Marketing piece explaining how technology can help with becoming more efficient and better connected.


Leveraging Your Technology Resources (Jackson)

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Marketing piece explaining how technology can help with becoming more efficient and better connected. Includes Jackson's tracking code.


ERISA Helpdesk

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Contact Information for The ERISA Helpdesk, part of the Legg Mason Retirement Advisor Concierge Program, an exclusive benefit that offers enhanced access, tools and support to those recognized as the top advisors in today’s rapidly changing retirement market.


Education Savings Vehicle Comparison Chart

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A brochure that compares different education savings vehicles .


ACES 2.0 Advisor Brochure

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Offers a systematic approach to working with plan sponsors. Designed to, enhance every phase of the client relationship — Prospecting, Discovery, Closing and Servicing.


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, performance and other important information. Review this information carefully before you make any investment decision.