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General Sales Materials

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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: Jul 2024

RecordkeeperDirect online enrollment summary guide

This guide for plan sponsors and intermediaries describes how online enrollment works for RecordkeeperDirect plans, as well as the... Details

Updated: Apr 2024

RecordkeeperDirect Sample Proposal (RKD)

This proposal book, customized for your prospective client, includes the important details of their American Funds RecordkeeperDir... Details

Updated: Jun 2024

Remarriage – Preparing clients for better and for worse

This advisor presentation highlights nine financial and estate planning pitfalls common with an “other than first” marriage or a b... Details

Updated: Oct 2022

Not available to order

Updated: May 2024

Resource Guide (A Share)

A comprehensive quarterly guide to the American Funds. Details

Updated: Mar 2024

Retirement planning – Strategic planning under SECURE and SECURE 2.0

This advisor presentation highlights opportunities and limitations brought about by the SECURE and SECURE 2.0 that may impact clie... Details

Updated: Feb 2023

Not available to order

Retirement Redefined research report

Capital Group modern retiree research on the changing dynamics of investors as they enter and experience retirement today. Details

Updated: Oct 2021

Retirement Redefined research report -- Edward Jones

Capital Group modern retiree research on the changing dynamics of investors as they enter and experience retirement today. Financi... Details

Updated: Dec 2021

The right choice for the long term - investing against the tide

This single sheet is intended to help place the current market turmoil in historical context, it features text from a letter autho... Details

Updated: Mar 2020

Not available to order

RIA Resource Guide brochure

This RIA Resource Guide provides an overview of the resources American Funds offers advisors who recently transitioned or are considering moving to an RIA business model, including key contacts, investment solutions and ... Details

Updated: Mar 2024

RKD e-distributions – Take advantage of a better withdrawal process online (RKD)

This single sheet highlights key benefits and features of the e-distribution services available for ... Details

Updated: Mar 2023

Not available to order

Roth vs. pretax contributions (Trifold brochure - Spanish)

This brochure helps retirement plan participants understand the differences between Roth and pretax contributions. Details

Updated: Apr 2023

Saving for a better life experience (ABLE single sheet)

This single sheet details general information on ABLE, eligibility, and benefits. Intended for advisor use only to educate and hel... Details

Updated: Apr 2024

Saving now for a better future tomorrow - ABLE Brochure

Educational sales brochure to help investors understand the ABLE product in more detail. Details

Updated: Jun 2024

SECURE 2.0 - More of a good thing

This brochure explains some of the key provisions of the SECURE 2.0 Act and provides our perspective of the potential impacts. Details

Updated: Sep 2023

Seek capital preservation without sacrificing income potential (A Share)

Short-term bond funds can serve as a compelling alternative to cash-like investments. Learn how these funds have the potential to ... Details

Updated: Apr 2024

Max: 50

SIMPLE IRA Plus fact sheet - Plan sponsor version

This sheet, aimed at plan sponsors, provides an overview of our SIMPLE IRA Plus program, a small-business solution offering a 401(... Details

Updated: May 2024

Max: 50

SIMPLE IRA Plus - Website user guide for plan sponsors and administrators

User guide to help plan sponsors, plan administrators and third-party remitters manage their plan on the SIMPLE IRA Plus plan spon... Details

Updated: Mar 2024

Not available to order

SIMPLE IRA prospecting postcard write-in messages - Offering a retirement plan can be SIMPLE

A sheet to provide financial professionals with FINRA-reviewed messages that can be handwritten on t... Details

Updated: Feb 2024

Not available to order

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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.

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