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Client Education

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CollegeAmerica - Combining tax planning and 529 education savings plans

This client-facing single sheet explains and illustrates potential estate planning benefits of 529 college savings plans. Details

Updated: Feb 2024

CollegeAmerica - Employer-sponsored 529 guide

Provides an overview of the benefits and resources offered through an employer-sponsored CollegeAmerica plan as well as step-by-st... Details

Updated: Aug 2023

CollegeAmerica A Gift for You (Grad) Digital Gift Card

CollegeAmerica Gift Card "A gift for you" Provides a means of notifying a CollegeAmerica beneficiary that a gift contribution has ... Details

Updated: Feb 2024

Not available to order

CollegeAmerica Gift for Your Baby Digital Gift Card

CollegeAmerica Gift Card "A gift for your baby" Provides a means of notifying a CollegeAmerica beneficiary that a gift contributio... Details

Updated: Feb 2024

Not available to order

CollegeAmerica Happy Birthday Digital Gift card

Provides a means of notifying a CollegeAmerica beneficiary that a gift contribution has been made to an existing 529 account. Incl... Details

Updated: Feb 2024

Not available to order

CollegeAmerica Happy Holidays Digital Gift Card

CollegeAmerica Gift Card "Happy holidays!" Provides a means of notifying a CollegeAmerica beneficiary that a gift contribution has... Details

Updated: Feb 2024

Not available to order

CollegeAmerica Program Description

Description of the CollegeAmerica plan that outlines the plan in detail. Also includes contribution information for employer-sponsored CollegeAmerica plans. Details

Updated: Jul 2023

Max: 25

Crucial client conversations

Editable (client) worksheet for financial professionals to facilitate conversations using the 4-box framework: Acknowledge, Perspective, Confidence, Opportunity Details

Updated: May 2023

DALBAR Investing Study - A buy-and-hold strategy can serve investors well

A single sheet that uses the DALBAR study to quantify how much the average equity and fixed income investor has lagged the relativ... Details

Updated: May 2023

Define your ideal client worksheet

This worksheet is part of the “Traits of top teams: How to define your ideal client” webinar and is designed to help financial advisors evaluate their practices to define their ideal client. Details

Updated: Jan 2022

Not available to order

Elections come and go. Results last a lifetime. (A Share)

The presidential elections brochure uses The Investment Company of America’s 89-year history to demonstrate that a long-term inves... Details

Updated: Oct 2023

Finalizing a divorce – Client discussion checklist

A client conversation guide for advisors who have reviewed the presentation “Divorce – Helping newly divorced clients cross the fi... Details

Updated: Jun 2022

Fixed Income — Bank Loans May Not Have a Place in Your Portfolio

A white paper that explains why many bank loans may not be an appropriate investment for many investors. Details

Updated: Mar 2017

Not available to order

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Fixed Income — Short Duration Funds Have Delivered Positive Returns Even as Rates Rise

A fixed income single sheet detailing that while many investors associate rising rates with losses i... Details

Updated: Dec 2017

Fixed Income Focus — How a Shrinking Federal Reserve Balance Sheet Will Affect Bonds

In this issue: “How a Shrinking Federal Reserve Balance Sheet Will Affect Bonds” and ... Details

Updated: Sep 2017

Not available to order

Fixed Income Focus Apr 2018 (“The Fed Keeps a Close Eye on Inflation”)

Updated version of the April Capital Ideas article on rising inflation Details

Updated: Jun 2018

Not available to order

Fixed Income Focus May 2018 (“Why fixed income? 4 roles your bond portfolio should play”)

White paper reviewing why investment portfolios should rely on fixed income for diversification from... Details

Updated: May 2018

Not available to order

Fixed income implementation guide - Navigate markets with confidence (F-2 Share)

The fixed income implementation guide features all the fixed income funds and strategies available t... Details

Updated: Mar 2024

The four roles of fixed income

This single sheet illustrates the role of fixed income in glide path construction for our American Funds Target Date Retirement Series. Details

Updated: Feb 2024

A full-featured solution for larger plans – PlanPremier Fact Sheet (generic) (PP Bundled PPTPA)

This fact sheet provides information on the investments, services and pricing for the PlanPremier 40... Details

Updated: Mar 2023
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