Investment Options  
 

With Legend, 1+1=20!

With The Legend Group®, you can offer your employees a wide range of investment options while potentially reducing your administrative burden. That’s because Legend's innovative self-directed custodial account enables §403(b) plan participants to select and hold mutual funds from multiple fund families in one account, with one-check employer billing. A selection of 4 fixed and variable annuities are also available,1 for a total of 20 investment options. This means you need only set-up and maintain one investment provider agreement with one vendor to provide access to a selection of nationally recognized mutual fund families and annuity products.

Mutual Fund Options:2
American Funds (33 funds)
Federated Funds (36 funds)
Fidelity Advisor Funds (114 funds)
Franklin Templeton/Mutual Series Funds (73 funds)
Invesco AIM Funds (68 funds)
Ivy Funds (28 funds)
JP Morgan Funds (84 funds)
MFS (49 funds)
Oppenheimer Funds (57 funds)
Pioneer Funds (42 funds)
Putnam Investments (51 funds)
Rydex Funds (60 funds)
Security Funds (12 funds)
SunAmerica Mutual Funds (33 funds)
Van Kampen Funds (38 funds)
Waddell & Reed Advisor Funds (21 funds)
Fixed and Variable Annuity Options:1
Fixed and variable annuity products from Great American, AIG/VALIC and Symetra are available as well as variable annuity products from Great American and Security Benefit.

Before investing in a mutual fund or variable annuity, consider its investment objectives, risks, charges and expenses carefully. The prospectus, which contains this and other information about the mutual fund or variable annuity, can be obtained by contacting Legend Equities Corp. Please read the prospectus carefully before you invest or send money.

*Additional mutual fund options are available through Legend’s MVP managed account.
1All products are not available in all states.
2The number of funds in each family is as of 7/31/08. This number may vary at any time. Source: Morningstar.


The Legend Group/ADSERV, 4600 East Park Drive, Suite 300, Palm Beach Gardens, Florida 33410
Phone: (888) 883-6710 • Facsimile: (561) 775-7635 • e-Mail:
Securities offered through Legend Equities Corporation, member FINRA/SIPC
Copyright © 2008 The Legend Group/ADSERV. All rights reserved.

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Revised: 3/24/08