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Client Education

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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

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: Nov 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: Nov 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

Get tailored employee education materials for your plan — Capital Group Target Date Retirement Series

This brochure highlights the options for tailored Capital Group Target Date Retirement Series employ... Details

Updated: Nov 2024

Not available to order

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 - 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 handle market declines (Shareholder)

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

Updated: Apr 2025

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: Feb 2025

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
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