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Client Education

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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

Presentations to support retirement plan practices

These RP educational seminars from American Funds can be used to address challenges and help grow practices. Details

Updated: May 2024

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

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: Oct 2024

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

Roth vs. pretax contributions (Trifold brochure - English)

This brochure helps retirement plan participants understand the differences between Roth and pretax contributions. Details

Updated: Jun 2024

Roth vs. pretax contributions (Trifold brochure - Spanish)

This brochure helps retirement plan participants understand the differences between Roth and pretax contributions. Details

Updated: Jun 2024

RP enrollment meeting support - Educational website guide

Use this guide to lead an enrollment meeting using your client’s educational website. Details

Updated: Sep 2024

Not available to order

RP Practice Builder - Identify Prospective Retirement Plan Clients

This worksheet can help financial professionals identify prospective retirement plan clients and offers case studies to show of ho... Details

Updated: Aug 2023

Saving now for a better future tomorrow - ABLE Brochure

Educational sales brochure to help investors understand the ABLE product in more detail. Details

Updated: Jun 2024

SIMPLE IRA Retirement Plan Understand the Long-Term Impact of Early Withdrawals

This brochure can be used to educate SIMPLE IRA plan participants on the drawbacks of taking early withdrawals. Details

Updated: Dec 2023

SIMPLE IRA - Take advantage of your employer’s contributions (Trifold brochure - English)

This brochure educates SIMPLE IRA plan participants on the benefits of employer contributions and en... Details

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

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