[an error occurred while processing this directive] General Sales Materials
[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.

General Sales Materials

Page: « prev  2 | 3 | [4] | 5 | 6  next » of 14


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

Alphabetical

Image not available

CollegeAmerica client conversation kit — employer sponsored plan application

Client kit with everything an employee needs to establish an employer-sponsored 529 CollegeAmerica savings account. For fund numbers, names, minimums and share class descriptions, download the Fund Information.

Fund Information... Details

Updated: May 2021

Max: 25

Image not available

CollegeAmerica client kit — with account application

General client kit with everything you need to offer and open a CollegeAmerica 529 savings plan account. For fund numbers, names, minimums and share class descriptions, download the Fund Information.

Fund Information... Details

Updated: May 2021

Max: 25

Image not available

CollegeAmerica client kit — without account application

For advisers whose accounts are held in-house and do not need a CollegeAmerica application, this general client kit has all of th... Details

Updated: Mar 2019

Max: 25

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 for businesses and employees

This is a client-/employer-facing single sheet that explains and illustrates the potential benefits of offering 529 college saving... Details

Updated: May 2024

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

College Target Date Series single sheet — America Funds College Target Date Series

This single sheet introduces financial professionals to the American Funds College Target Date Serie... Details

Updated: Feb 2024

Default target date trust mapping (assumed retirement at age 65) — Capital Group Target Date Retirement Series

Guide to determine which target date trust is appropriate for a participant's retirement horizon. Details

Updated: May 2023

Max: 50

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

Discussing estate planning with clients who are ready to share the wealth

Advisor-facing brochure from Wealth Strategy team with tips on starting a conversation with clients who are ready to share the wea... Details

Updated: Jan 2020

Max: 50

A distinctive approach to core plus investing (F-2 Share) — American Funds Strategic Bond Fund

American Funds Strategic Bond Fund brochure showcases the fund's investment approach and track recor... Details

Updated: Apr 2024

A distinctive approach to core plus investing (A Share) — American Funds Strategic Bond Fund

American Funds Strategic Bond Fund brochure showcases the fund's investment approach and track recor... Details

Updated: Apr 2024

Diversity, Equity & Inclusion and Sustainability Report | Capital Group

Download our Diversity, Equity & Inclusion and Sustainability Report to learn more about our commitment to investing in our people... Details

Updated: Jun 2023

Not available to order

Dividend growth - The special sauce of long-term investing

In this PDF of the Capital Ideas article of the same name portfolio manager Joyce Gordon details why she prefers dividend growers ... Details

Updated: Oct 2021

Not available to order

Divorce – Helping newly divorced clients cross the finish line

This advisor presentation describes ways to help divorcing clients finalize the process and prepare for their new financial and ta... Details

Updated: Oct 2022

Not available to order

Edward Jones ETF brochure (Dealer Vrs - EJ) — ETF Equities

Edward Jones advisor ETF brochure used by the salesforce to discuss ETFs and our ETF suite. Details

Updated: Aug 2023

Max: 50

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

Page: « prev  2 | 3 | [4] | 5 | 6  next » of 14


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]