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The case for redeploying cash into bonds

As the Federal reserve transitions from interest rate hikes, bond returns have been front loaded. This piece highlights the histor... Details

Updated: May 2023

Max: 50

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CG / AF folder two-pocket (all-purpose)

Folder can be used by advisors, wholesalers, retirement plan counselors (RPCs) and investment advisory relationship managers (IARMs). Details

Updated: Oct 2018

Max: 25

CGSD - A short-term bond ETF that’s long on income potential (ETF) — Capital Group Short Duration Income ETF

This single sheet provides a brief overview of Capital Group Short Duration Income ETF (ticker: CGSD... Details

Updated: Feb 2024

Max: 50

Charitable giving – Which organizations can receive tax-deductible contributions?

Chart to help clients understand the types of organizations that can receive charitable donations, a... Details

Updated: Jan 2022

Client acquisition workbook - 5 steps to help win clients and grow your business

Get a consistent, repeatable process for finding and attracting more ideal clients to your practice.... Details

Updated: Jul 2024

Client Workbook - My Best Retirement

Retirement planning workbook for financial professionals to use with clients to help pre-retirees envision life in retirement, while helping advisors gather crucial financial planning information. Details

Updated: Apr 2025

A closer look at SECURE 2.0 Act startup tax credits

This sheet examines the SECURE 2.0 Act’s tax credits, which may help reluctant small-business employers overcome cost concerns abo... Details

Updated: Aug 2023
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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: Jan 2025

Max: 25

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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

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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: Dec 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: Mar 2025

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 2024

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: Jul 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 2024

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: Jan 2025
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