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General Sales Materials

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Updated: Dec 2024

Tax planning and charitable deductions - What you gift – and to whom – matters

Chart to help clients understand how a donation’s tax deductibility may differ depending on the gift recipient and gift type Details

Updated: Jan 2022

Tax planning - Identifying strategies for clients in three key generations (WSP presentation)

This advisor presentation highlights key planning opportunities available under current tax law that... Details

Updated: Mar 2023

Not available to order

Think no one can beat the index? Think again. (F-3 Share)

By reviewing results for various periods and investment scenarios, this brochure shows how the equity-focused American Funds have ... Details

Updated: Jun 2025

Think no one can beat the index? Think again. (A Share)

By reviewing results for various periods and investment scenarios, this brochure shows how the equity-focused American Funds have ... Details

Updated: Jun 2025

Three Factors to Help Find the Right Recordkeeper

This list of questions can help financial professionals and third-party administrators find the right retirement plan recordkeeper... Details

Updated: Jun 2025

Time-tested strategies SMA brochure — Separately Managed Account

Lifetime results, customization capabilities and more on Capital Group’s equity SMA strategies. Details

Updated: Aug 2025

Max: 50

Time-tested strategies SMA brochure – Merrill Lynch — Separately Managed Account

Details on Capital Group’s equity SMA strategies available at Merrill Lynch. Details

Updated: Sep 2025

Max: 50

Time-tested strategies SMA brochure – Morgan Stanley — Separately Managed Account

Lifetime results, customization capabilities and more on Capital Group’s equity SMA strategies avail... Details

Updated: Aug 2025

Max: 50

Time-tested strategies SMA brochure – UBS — Separately Managed Account

Lifetime results, customization capabilities and more on Capital Group’s equity SMA strategies available at UBS. Details

Updated: Aug 2025

Max: 50

Understand your options for your retirement account

This brochure, for employees leaving their current employer, outlines the options for rolling over retirement plan proceeds. Details

Updated: Jun 2025
Updated: May 2025

Unlock a world of possibilities

This brochure highlights the importance of saving for college and outlines American Funds' offerings. Details

Updated: Feb 2025

Unlock a world of possibilities - CollegeAmerica 529 savings plan

Shows how CollegeAmerica is a way to help families face one of the most expensive challenges they’ll ever have: putting a child th... Details

Updated: Feb 2025

U.S. equity strategy guide (F-2 shares for mutual funds mentioned) (F-2 Share)

This piece functions as a menu of offerings for clients interested in U.S. equity strategies. It gives an overview of the characte... Details

Updated: Aug 2025

Max: 50

U.S. equity strategy guide (A shares for mutual funds mentioned) (A Share)

This piece functions as a menu of offerings for clients interested in U.S. equity strategies. It gives an overview of the characte... Details

Updated: Aug 2025

Max: 50

Weather watch - Four sectors feeling the force of nature

Title: Weather watch: Four sectors feeling the force of nature Literature Description: Our investment professionals share their t... Details

Updated: Apr 2024

Not available to order

Welcome to our Series - AFTD Participant Onboarding Digital Brochure — American Funds Target Date Retirement Series

This digital brochure helps plan participants understand the distinctive features, benefits and desi... Details

Updated: May 2025

Not available to order

Wells Fargo - Core American Model Portfolios - Your portfolio should be constructed with you in mind (Dealer Vrs - WF)

A co-branded collateral brochure for Wells Fargo clients (an adaptation of the advisor-only version)... Details

Updated: Jun 2025

What a ride! A market cycle condensed into just 2 years (F-2 Share)

In this equity piece, we analyze Capital Group's equity-focused mutual funds through the past two years. We refer to this two-year... Details

Updated: Mar 2024
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