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Client Education

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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

Crucial client conversations

Editable (client) worksheet for financial professionals to facilitate conversations using the 4-box framework: Acknowledge, Perspective, Confidence, Opportunity Details

Updated: May 2023

DALBAR Investing Study - A buy-and-hold strategy can serve investors well

A single sheet that uses the DALBAR study to quantify how much the average equity and fixed income investor has lagged the relativ... Details

Updated: May 2024

Elections come and go. Results last a lifetime. (A Share)

The Presidential Elections brochure uses ICA's 89-year history to demonstrate that despite the uncertainty and negative rhetoric t... Details

Updated: Sep 2024

Finalizing a divorce – Client discussion checklist

A client conversation guide for advisors who have reviewed the presentation “Divorce – Helping newly divorced clients cross the fi... Details

Updated: Jun 2022

Fixed Income Focus — How a Shrinking Federal Reserve Balance Sheet Will Affect Bonds

In this issue: “How a Shrinking Federal Reserve Balance Sheet Will Affect Bonds” and ... Details

Updated: Sep 2017

Not available to order

Fixed income implementation guide - Navigate markets with confidence (F-2 Share)

The fixed income implementation guide features all the fixed income funds and strategies available t... Details

Updated: Sep 2024

The four roles of fixed income

This single sheet illustrates the role of fixed income in glide path construction for our American Funds Target Date Retirement Series. Details

Updated: Aug 2024

A full-featured solution for larger plans – PlanPremier Fact Sheet (generic) (PP Bundled PPTPA)

This fact sheet provides information on the investments, services and pricing for the PlanPremier 40... Details

Updated: Jun 2024

A high-quality, low-cost solution for smaller plans – RecordkeeperDirect Fact Sheet (RKD)

This fact sheet provides information on the investments, services and pricing for the RecordkeeperDi... Details

Updated: Apr 2024

How to enroll in your retirement plan - PlanPremier

This brochure provides step-by-step instructions to help PlanPremier participants enroll in their retirement plan online through t... Details

Updated: Jun 2024

Not available to order

How to handle market declines

Investors often flee the market during a decline and buy when stocks are skyrocketing. Both can have negative impacts. Details

Updated: Jun 2024

Not available to order

How to Handle Market Declines - Retirement Plan Participants

Targeted to retirement plan participants, this brochure explains principles that can help investors through market volatility. Details

Updated: Jun 2024

Not available to order

How to Read Your Account Statement

Helps RecordkeeperDirect plan participants understand their quarterly account statements. Details

Updated: Apr 2023

Not available to order

How to select a portfolio strategist

The Portfolio Strategist Brochure explains to advisors and their clients why our organization is one they can trust, how our philosophy aligns with their goals, how our investment process works, and who are the people wh... Details

Updated: Oct 2024

Max: 50

Invest for long-term success (F-2 Share)

Describes how American Funds has helped long term investors succeed, including the distinctive characteristics that make American ... Details

Updated: May 2024

Invest for long-term success (A Share)

Describes how American Funds has helped long term investors succeed, including the distinctive characteristics that make American Funds different. Details

Updated: May 2024

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 authored in 1974 by former Capital Group Chairman Jim Fullerton recalling another dark time in ... Details

Updated: Mar 2020

Investing in an uncertain market

This presentation dives into how market volatility can affect investor portfolios. By looking at instances of volatility over the last few decades, we examine the potential benefits of staying invested for the long-term ... Details

Updated: Jun 2024

Not available to order

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