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General Sales Materials

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Pathways to Growth - 2024 Advisor Benchmark Study

Latest update to Capital Group’s multiyear study of financial advisors to understand the individual skills that drive business gro... Details

Updated: May 2024

Philanthropy – Helping clients optimize their charitable giving strategy

This advisor presentation provides a framework to help HNW clients identify giving strategies that can meet both their charitable ... Details

Updated: Oct 2022

Not available to order

PlanPremier-Bundled Sample Proposal (PP Bundled)

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

Updated: Jun 2024

Not available to order

PlanPremier-TPA Sample Proposal (PPTPA)

This proposal book, customized for your prospective client, includes the important details of their American Funds PlanPremier-TPA retirement plan, including service, investments, participant education and pricing. Details

Updated: Jun 2024

Portfolio Construction Insights_brochure

Portfolio Construction Insights brochure on equity and fixed income, including industry research, Capital’s direct analysis of adv... Details

Updated: May 2024

Max: 5

Portfolio Construction Insights_Takeaway

An abbreviated version of the Portfolio Construction Insights brochure on equity and fixed income, including industry research, Ca... Details

Updated: May 2024

Max: 50

A portfolio for every investor (F-2 Share)

This brochure offers details on each of our funds, with an expanded section on funds of funds, designed to help identify those tha... Details

Updated: Apr 2024

A portfolio for every investor (A Share)

This brochure offers details on each of our funds, with an expanded section on funds of funds, designed to help identify those tha... Details

Updated: Apr 2024

Practice Management - 3 Highly Effective Steps to Turbocharge Your Brand

This workbook, which accompanies the webinar, Branding your business in today’s world, highlights steps and activities to help boo... Details

Updated: Aug 2020

Not available to order

Practice Management Overview Brochure

Brochure describing Practice Management at Capital Group, including Elite Engagement, PracticeLab.com and Pathways to Growth: Advisor Benchmark Study. Learn how advisors can engage and benefit from our specialist team. Details

Updated: Oct 2023

Prospect and grow using digital strategies - 21 Day Action Plan - Webinar version

The webinar-specific version of the resource developed by the APM team as part of its Elite Engageme... Details

Updated: Apr 2021

Not available to order

The real story - Capital Group versus passive in core bonds (A Share)

Single sheet that showcases the Bond Fund of America’s returns versus its two largest passive peers the BND and AGG ETFs, and intr... Details

Updated: Feb 2024

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 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
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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, summary prospectuses, CollegeAmerica Program Description and ABLEAmerica Program Description which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica and ABLEAmerica are distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries.

Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits not available through CollegeAmerica (such as financial aid, scholarship funds and protection from creditors) or ABLEAmerica.
Before investing in any state's 529 plan, investors should consult a tax advisor.

CollegeAmerica and ABLEAmerica are sponsored by Virginia529℠ .

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.

As of July 1, 2024, American Funds Distributors, Inc. was renamed Capital Client Group, Inc.

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.