TSA PROFESSIONALS:
Have the Changes in the TSA Market Caught Up with You?

The TSA market has and continues to undergo great change. Competition is growing rapidly, and with this competition comes a wide variety of new and exciting investment options that are in high demand by TSA participants.

Compensation is also changing. As downward pressure on commissions continues, fee-based income is quickly becoming an important component of the compensation equation.

The relationship between TSA professionals and their firms is undergoing perhaps the greatest change of all. Some firms are exiting the TSA market while others are creating new sales forces of salaried personnel that threaten the very existence of the independent representative.

Changes like those mentioned above are forcing TSA professionals to reevaluate their current business practices, including the products and services they offer and the companies they work with, and to look for new ways to remain competitive and provide added value to their clients.

The Legend Group can help you
turn your business into a financial powerhouse!

The Legend Group is committed to the §403(b) market and can provide you with the most comprehensive business support programs in the industry. With The Legend Group, you have a true partner that not only understands your business, but can help you achieve new levels of success in the §403(b) marketplace.

Experience
For over 40 years, The Legend Group has become the premier provider of TSA services with over 300 independent retirement advisors located across the country. We pride ourselves on giving TSA professionals the tools necessary to meet the increasing demands of today’s better educated consumers and helping these professionals to compete successfully in the competitive TSA marketplace.
 
Innovation
Legend’s commitment to the TSA market is evidenced by a solid reputation as an innovator. Legend has made many contributions to this market that have now become industry standards. For example:
  • One of the first providers of mutual funds as a TSA investment option
  • Creating the first self-directed §403(b)(7) custodial account
  • Developing the first no-cost loan feature (TEFRA loan provision)
  • Pioneering the design and use of investment advisory services for §403(b) accounts
Products, Services and Support
Through a combination of high-quality investment services, administrative support and marketing expertise, The Legend Group offers exciting opportunities affording TSA professionals the means to greatly expand their businesses and build relationships that benefit both their clients and themselves. Legend provides the tools necessary to excel in the TSA marketplace:

Turnkey Asset Management Programs — Legend pioneered the design and use of fee-based asset management services to manage client assets effectively. These programs free you from the burden of investment analysis, provide your clients with a disciplined and effective investment program, and enable you to earn ongoing fee-based compensation in addition to commissions.

Tremendous product offerings — We offer perhaps the widest selection of financial services in the business including over 3,000 mutual funds as well as fixed and variable annuities and a wide array of insurance products. Through our turnkey asset management programs, you can manage your client’s assets effectively while building a commission and fee-based income that you control.

High compensation potential — Through The Legend Group’s unique commission and fee income program, you can create an extremely lucrative income stream that can last throughout your lifetime and beyond.

Responsive sales and marketing support — To support your sales activities, we provide complete marketing and prospecting materials, and packaged seminars and proposals. And to tie it all together, our comprehensive training, should you wish to take advantage of it, will ensure that you are prepared to utilize all of our many resources to their fullest. This combination of great products, administrative support and ongoing training is time tested and will not only strengthen your current client relationships, but will open the doors to new business opportunities as well.

Legend Advisor Retirement Plan
One of the most important aspects of the services Legend offers to TSA professionals is the Legend Advisor Retirement Plan. It is the only retirement program of its kind in the industry and was designed to provide TSA professionals with a lifetime of financial security. Through this program, you can earn ongoing fee income that is based on the assets you accumulate under management.
The Legend Advisor Retirement Plan also contains a retirement, disability and death benefit that can ensure that you and your family enjoy a comfortable financial future.
The Legend Advisor Retirement Plan gives TSA professionals the ability to build a business they can truly call their own and reap the rewards of their hard work for the rest of their lives.

If You Are a TSA Professional Interested In Working With a Partner That Can Help Make Your Business Grow, You Owe It To Yourself To Contact Us!

If you would like to team up with a firm that is interested in helping you while you help your clients, complete our Prospective Advisor Survey or contact a Legend Regional Vice President in your area.
                                          
About The Legend Group
Contact Us
The Legend Group, 4600 East Park Drive, Suite 300, Palm Beach Gardens, Florida 33410
Phone: (561) 694-0110  Facsimile: (561) 626-6465 Email: mailbox@legendgroup.com
Investment Advisory Services offered through Legend Advisory Corporation, a registered investment advisor.
Securities offered through Legend Equities Corporation, Member FINRA and SIPC.
Before investing in a mutual fund, consider its investment objectives, risks, charges and expenses carefully. The prospectus, which contains this and other information about the mutual fund, can be obtained by contacting Legend Equities Corporation. Please read the prospectus carefully before you invest or send money.
webmaster@legendgroup.com.
Copyright © 2003 The Legend Group. All rights reserved.
Revised: 03/31/08