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Client Education

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One Fund. Many Benefits. TD Blend participant Pamphlet

This explains how to get started when choosing a fund in a target date retirement solution, such as the Capital Group Target Date ... Details

Updated: Jun 2024

One Fund. Many Benefits. TD Blend participant PPT

This explains how to get started when choosing a fund in a target date retirement solution, such as the Capital Group Target Date ... Details

Updated: Jun 2024

Not available to order

Online security checklist

Share this single sheet with investors to help increase the security of their accounts and to provide general best practices for online activity. Details

Updated: Sep 2024

Not available to order

PlanPremier - Managing your retirement plan account (PP Bundled PPTPA)

This single sheet shows PlanPremier participants how to access their retirement plan account and summarizes the capabilities of th... Details

Updated: Sep 2024

Plan your journey to retirement – presentation (Spanish)

This presentation is designed to help financial professionals lead educational and enrollment workshops for retirement plan partic... Details

Updated: Mar 2024

Not available to order

The power of protected lifetime income – The difference a variable annuity can make. Merrill Lynch Version (Dealer Vrs - ML)

Merrill Lynch Version; Single sheet to share with clients when discussing the benefits of allocating... Details

Updated: Mar 2024

Practice Management - 21-Day Brand-Building Action Plan

This plan is a follow-up for participants in the webinar, Branding your business in today’s world. It provides steps to help imple... Details

Updated: Feb 2025

Not available to order

Practice Management - Turbocharge Your Brand Worksheet 1 - Define

This worksheet, part of the Turbocharge Your Brand educational series, includes activities to help you define the who, what and wh... Details

Updated: Feb 2025

Not available to order

Practice Management - Turbocharge Your Brand Worksheet 2 - Differentiate 2

This worksheet, part of the Turbocharge Your Brand educational series, includes activities to help you gather feedback from client... Details

Updated: Feb 2025

Not available to order

Practice Management - Turbocharge Your Brand Worksheet 3 - Demonstrate

This worksheet, part of the Turbocharge Your Brand educational series, includes activities to help you assess your website, digita... Details

Updated: Feb 2025

Not available to order

Presentations that can help grow your practice

Tap into our latest thinking about topics that can help your practice grow with presentations from Capital Group. Details

Updated: Feb 2025

Not available to order

Reasons to consider increasing your contributions (Trifold brochure - English)

This brochure encourages retirement plan participants to increase the amount they are saving for retirement. Details

Updated: Jun 2024

Max: 50

Reasons to consider increasing your contributions (Trifold brochure – Spanish)

This brochure encourages retirement plan participants to increase the amount they are saving for retirement. Details

Updated: Jun 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

Rebalancing Evergreen Single Sheet

This piece summarizes how Capital Group rebalances the American Funds Model Portfolios and other models managed by CG. Details

Updated: May 2024

Not available to order

Remarriage and estate planning – Client discussion checklist

A client conversation guide for advisors who have reviewed the presentation “Remarriage – Preparing clients for better and for wor... Details

Updated: Jun 2022
Updated: Nov 2024

Not available to order

Results matter - Even a small increase in returns can dramatically improve outcomes

Capital Group shows the impact of excess return on spending and saving outcomes in a hypothetical sc... Details

Updated: Feb 2024

Retirement plan financial checkup - You are here.

This retirement education brochure, for 401(k), 403(b) and SIMPLE IRA plans, can be used to help give participants an idea of whet... Details

Updated: Feb 2025

Rising above the herd single sheet

Investors often succumb to herd mentality by diving into the market at the top and fleeing at the bottom. This single sheet uses the DALBAR study to quantify how much the average equity and fixed income investor has lagg... Details

Updated: Mar 2024
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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 and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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

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