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Income Portfolio Series

Income models primarily seek to produce a steady stream of current income with capital appreciation as a secondary objective. Choose from three highly diversified models (Income, Growth & Income, Growth & Enhanced Income).

Model Fact Sheets
Dynamic Income – Conservative Portfolio Fact Sheet
Dynamic Income – Moderate Portfolio Fact Sheet
Dynamic Income – Tax Advantaged Portfolio Fact Sheet

Enable business growth by simplifying investment decisions

Franklin Templeton Investment Solutions (FTIS) is focused on building and managing innovative investment solutions to fulfill client outcomes. With our models, advisors can easily implement and manage professionally constructed multi-manager model portfolios, so you can focus on your business. 

Leverage best-in-class thinking

Models are managed by Franklin Templeton Investment Solutions (FTIS), which has over 70 years of experience and manages over $100 billion in assets. 

Simplify portfolio construction and management tasks

Grow and successfully manage your business without having to spend considerable time conducting research on macroeconomic and capital markets trends to develop allocations, providing initial and ongoing investment due diligence, manually administering tasks, monitoring portfolio performance or rebalancing portfolio allocations.

Re-allocate your time where it matters most

Utilizing professionally managed portfolios allows you to spend more time reaching out to clients, strengthening ties and building your business.

Learn more about Franklin Templeton Model Portfolios and how they can be implemented in your practice.

Contact your Advisor Consultant at 1-800-DIAL-BEN.

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This website is intended for Primerica.