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General Sales Materials

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Advisory board starter kit

Advisory boards are among the best ways to transform clients into advocates for your business, generating loyalty as well as referrals. But those benefits don’t come without effort. Here are our easy steps to get started... Details

Updated: Oct 2024

Max: 50

AFIS Illustrator Tool Infographic — American Funds Insurance Series

For Financial Professional Only Single sheet overview infographic showing how to use the AFIS Illustrator tool along with highlig... Details

Updated: Feb 2023

Aging – Talking to clients about protecting their parents’ financial well-being

This advisor presentation illustrates ways to help HNW clients with aging parents when it’s time to transition care and control of... Details

Updated: Oct 2022

Not available to order

American Funds Active-Passive Model Portfolios with Vanguard at Morgan Stanley Brochure (Dealer Vrs - MS)

The brochure describes and provides some data points for the 10 American Funds Active-Passive Model ... Details

Updated: Oct 2024

Max: 10

American Funds Managed Portfolios

Describes all of American Funds' Managed Portfolios offerings, including Portfolio Series and Target Dates, and educates investors on the values of diversified, actively managed holdings. Details

Updated: Jun 2024

American Funds Model Portfolios and Portfolio Series funds rated Gold by Morningstar

A piece which lists and describes American Funds Model Portfolios and Portfolio Series funds that ar... Details

Updated: Sep 2024

Not available to order

American Funds Model Portfolios at Merrill Brochure

This brochure features all of the American Funds model portfolios available at Merrill. Details

Updated: Apr 2024

Max: 50

American Funds Model Portfolios for LPL Financial (Dealer Vrs - LPL) — American Funds Model Portfolios

The investor-facing, 4-page brochure provides an overview of the American Funds Model Portfolios ava... Details

Updated: Aug 2024

Max: 25

Updated: Sep 2024

Max: 10

American Funds solutions for Edward Jones - Large-cap funds (Dealer Vrs - EJ)

The equity-focused funds from American Funds, by Capital Group, within the large-cap sleeve of Edward Jones’ IPC guidelines vary w... Details

Updated: May 2024

A-share Equity Brochure - Equities - Macro, markets and actionable ideas – A brave new world (A Share)

Presentation providing an overview of equity market insights, equities at Capital Group and actionab... Details

Updated: Oct 2024

Max: 50

As rate hikes near end, historic investor opportunity may begin - PDF

In the last four Federal Reserve cycles when rate hikes ended, stocks and bonds outpaced cash-like investments sharply in the firs... Details

Updated: Sep 2023

Not available to order

Basic Plan Amendment Mailing - Letter to Financial Professionals

Letter sent to advisors for the Basic Plan Amendment. Details

Updated: Apr 2021

Not available to order

Basic Plan Amendment Mailing - Letter to Plan Sponsors

Letter to Plan Sponsors for the 2021 Basic Plan Amendment. Sent as part of the Amendment mailing to Plan Sponsors with Basic Plan ... Details

Updated: Apr 2021

Not available to order

Basic Plan Amendment to the Summary Plan Description

Basic Plan Amendment to the Summary Plan Description. Sent as part of the 2021 Amendment mailing to Plan Sponsors with a letter a... Details

Updated: Jun 2021

Not available to order

Braving the bear

This brochure shows how staying the course through three extended bear markets of the past would have paid off for long-term investors and provides helpful ideas for weathering declines. Details

Updated: Sep 2023

Bridge to Wealth Single Sheet

Find out what tools and services Capital Group offers to help you establish or build your wealth management program. Details

Updated: Jun 2023

Business transitions – Planning basics for clients selling a business

This advisor presentation describes how to help clients who are considering transitioning their business build the right team and ... Details

Updated: Oct 2022

Not available to order

Can midterm elections move markets? 5 charts to watch

In this PDF of the Capital Ideas article of the same name we examine 90 years of data to uncover how markets have reacted to elect... Details

Updated: Sep 2022

Not available to order

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The Capital Advantage — More From the Core

This white paper addresses how investors should screen for equity funds that can be more beneficial to their investment strategy t... Details

Updated: Jun 2017
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