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Client Education

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Model portfolios Our rebalancing process

This piece summarizes how Capital Group rebalances the American Funds Model Portfolios and other models managed by CG. Details

Updated: Nov 2022

Not available to order

The new math of distribution planning

A single-sheet document that shows how the returns needed to break even after market declines of varying degrees get increasingly larger. The back page shows how the result of a 15-year starting investment of $500,000 ca... Details

Updated: Mar 2024

New parents and estate planning – Client discussion checklist

A client conversation guide for advisors who have reviewed the presentation “Parenthood - Starting the estate planning conversatio... Details

Updated: Jun 2022

Next-gen retirement legislation - What you need to know

This sheet summarizes three retirement plan bills that are progressing through the legislative process, sometimes referred to as S... Details

Updated: Aug 2022

Not available to order

Once upon a time single sheet

Using the timeless story of the tortoise and the hare for inspiration, we can see how maintaining a steady investment approach may be better in the long run than chasing high returns to make up for losses. Details

Updated: Sep 2023

Not available to order

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

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

Updated: Feb 2024

Not available to order

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

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

Updated: Dec 2023

One fund. Many benefits. – CGTD participant PPT

Helps plan-eligible employees better understand the importance of participation in employer retirement plans and offers insight on... Details

Updated: Dec 2023

Not available to order

PlanPremier - Managing your retirement plan account (PP Bundled PPTPA)

This single sheet shows PlanPremier participants how to access their retirement plan account and summarizes the capabilities of th... Details

Updated: May 2023

Plan your journey to retirement – presentation (Spanish)

This presentation is designed to help financial professionals lead educational and enrollment workshops for retirement plan partic... Details

Updated: Mar 2024

Not available to order

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Portfolio Construction: Where do we go from here?

This downloadable PDF explores personalized solutions in times of uncertainty. Details

Updated: Jul 2020

Practice Management - 21-Day Brand-Building Action Plan

This plan is a follow-up for participants in the webinar, Branding your business in today’s world. It provides steps to help imple... Details

Updated: Aug 2020

Not available to order

Practice Management - Turbocharge Your Brand Worksheet 1 - Define

This worksheet, part of the Turbocharge Your Brand educational series, includes activities to help you define the who, what and wh... Details

Updated: Aug 2020

Not available to order

Practice Management - Turbocharge Your Brand Worksheet 2 - Differentiate 2

This worksheet, part of the Turbocharge Your Brand educational series, includes activities to help you gather feedback from client... Details

Updated: Aug 2020

Not available to order

Practice Management - Turbocharge Your Brand Worksheet 3 - Demonstrate

This worksheet, part of the Turbocharge Your Brand educational series, includes activities to help you assess your website, digita... Details

Updated: Aug 2020

Not available to order

Presentations to support retirement plan practices

These RP educational seminars from American Funds can be used with financial professionals, institutional intermediaries, TPAs and... Details

Updated: Feb 2024

Not available to order

Reasons to consider increasing your contributions (Trifold brochure - English)

This brochure encourages retirement plan participants to increase the amount they are saving for retirement. Details

Updated: Apr 2023

Reasons to consider increasing your contributions (Trifold brochure - Spanish)

This brochure encourages retirement plan participants to increase the amount they are saving for retirement. Details

Updated: Apr 2023

Reasons to diversify

Reinforces the importance of having a diversified portfolio. Shows the best performing asset class for each of the last 10 years. Details

Updated: Jun 2023

Remarriage and estate planning – Client discussion checklist

A client conversation guide for advisors who have reviewed the presentation “Remarriage – Preparing clients for better and for wor... Details

Updated: Jun 2022
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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.

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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.

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