[an error occurred while processing this directive] Advisor-Only References
[an error occurred while processing this directive]

Forms & Literature

Search Literature

Search by title, subject, literature number, fund or cover description.

Your Literature Order

You must log in to order literature.

Advisor-Only References

Page: « prev  1 | [2] | 3 | 4  next » of 4


Enter quantities for one or more titles and click Add All to Cart.

Alphabetical

Enrollment meeting checklist - Make your enrollment meeting a success

Financial professionals can use this checklist to help them prepare for a successful enrollment meeting. Details

Updated: Jun 2023

Not available to order

Establishing contact with prospective retirement plan clients

This single sheet describes the four most common reasons why plan sponsors switch retirement plans or providers and explains how t... Details

Updated: Apr 2022
Image not available

Fixed Income — The Bond Fund of America: A Bond Fund That Has Acted Like a Bond Fund Should.

A single sheet highlighting BFA’s ability to diversify against equity volatility using the fou... Details

Updated: Jun 2017
Image not available

Fixed Income — Looking for Inflation Protection? American Funds Inflation Linked Bond Fund Can Help.

Sales single sheet that highlights the need for explicit inflation protection in investor portfolios... Details

Updated: Sep 2018
Image not available

Fixed Income — Research Can Beat Replication in Core Bond Funds

This single sheet highlights how The Bond Fund of America¿s approach has advantages over passive strategies. Details

Updated: Jun 2017

Fund information matrix – American Funds Portfolio Series — American Funds Portfolio Series

Lists information alphabetically about each fund and share class, such as the fund number, Quotron s... Details

Updated: May 2024

Max: 25

Helping your clients navigate the financial complexities of receiving an inheritance

Advisor-facing brochure from Wealth Strategy team with tips on starting a conversation with clients ... Details

Updated: Jan 2020

Max: 50

Import a payroll - TRAC

Resource that helps a plan sponsor import a payroll on the plan sponsor website. Details

Updated: Oct 2020

Not available to order

In state or out of state? 529 college savings plan tax guide

This piece is designed to help all types of advisors, including RIAs, determine whether investing in an in-state 529 savings plan ... Details

Updated: Jul 2023

Investment review report sample

RecordkeeperDirect® and PlanPremier® retirement plan sponsors can download a PDF with investment returns and expenses and benchmark comparisons. Use this sample to give prospects an idea about what they’ll see in this re... Details

Updated: Aug 2023

Not available to order

Manually add a payroll - TRAC

Resource that helps a plan sponsor manually add a payroll on the plan sponsor website. Details

Updated: Oct 2020

Not available to order

Meeting more needs with muni SMAs - Morgan Stanley (Dealer Vrs - MS) — Separately Managed Account

Overview of Capital Group’s municipal bond SMA offerings at Morgan Stanley, including a range of nat... Details

Updated: Apr 2024

Max: 50

Meeting more needs with muni SMAs - UBS (Dealer Vrs - UBS) — Separately Managed Account

Overview of Capital Group’s municipal bond SMA offerings at UBS, including a range of national and s... Details

Updated: Apr 2024

Max: 25

A model portfolio for every investor (Dealer Vrs - RJ) — American Funds Model Portfolios

This single sheet features the American Funds model portfolios available to Raymond James registered... Details

Updated: Apr 2024

Max: 25

Model portfolio worksheet

Financial professionals who construct model portfolios for plans in PlanPremier can enter the underlying funds in this worksheet to show participants the models available in their plan. Details

Updated: Oct 2022

Not available to order

Municipal bond SMAs - A discerning approach to managing risk – Morgan Stanley version (Dealer Vrs - MS) — Separately Managed Account

Overview of Capital Group’s muni SMA offering—including a range of state-focused portfolios, customi... Details

Updated: Aug 2023

Max: 50

One fund. Many benefits. – AFTD participant brochure — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Jan 2024

Online Advisor’s Guide (OAG)

Find helpful resources for our funds, such as share class pricing and details. All the information in the Advisor’s Guide, formerly a PDF of consolidated monthly results, is available on our website... Details

Updated: Apr 2021

Not available to order

Online Group Investments user guide

Help plan sponsors learn how to use the many time-saving tools available on the Online Group Investments website with this guide. Details

Updated: Mar 2023

Not available to order

PlanPremier notice delivery fact sheet (PP Bundled PPTPA)

This single sheet for plan sponsors and TPAs outlines the notice delivery services available in PlanPremier, including the option ... Details

Updated: Jun 2023

Not available to order

Enter quantities for one or more titles and click Add All to Cart.

Page: « prev  1 | [2] | 3 | 4  next » of 4


Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.

American Funds Distributors, Inc., member FINRA.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

[an error occurred while processing this directive]