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General Sales Materials

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Invest with a long-term focus

This PDF explains how investing with a long-term focus can help retirement plan participants reach their retirement goals. Details

Updated: Sep 2026

Not available to order

IPC Foundations - Income - Edward Jones (Dealer Vrs - EJ)

This Foundations piece is the second in a series. It explores the American Funds fixed income funds within Edward Jones’ Income ca... Details

Updated: Jun 2024

Is it time to consider high-yield bonds?

This brochure explores why high-yield spreads may not widen as much in the next recession as some previous ones. It also explores ... Details

Updated: Jul 2023

Max: 50

It’s easy to manage your SIMPLE IRA Plus plan online

This website user guide is designed to help plan sponsors and third-party administrators manage their SIMPLE IRA Plus plan on the ... Details

Updated: Sep 2026

Not available to order

Keys to prevailing through stock market decline

This guide to market volatility can help investors remain calm during downturns and avoid common mistakes that could derail their ... Details

Updated: Apr 2026

Know Your IRA Options

An educational brochure that discusses the IRA alternatives (Roth and Traditional) to help investors decide which type of IRA to choose. Details

Updated: Apr 2026

Life and career transitions – Guiding clients toward their best retirement (while building your business)

This advisor presentation outlines seven ways to guide high net worth clients toward a fulfilling re... Details

Updated: Oct 2022

Not available to order

The Long View - 4 megatrends to watch

In this report, members of our investment team explore the future of tech, health care, trade and food. Each of these four long-term trends has the potential to transform multiple industries and create new opportunities ... Details

Updated: Mar 2024

Lose the lap, win the race (F-2 Share)

Fact sheet discussing the benefits of taking a long-term approach with equity funds. Details

Updated: Jul 2026

Lose the lap, win the race (A Share)

Fact sheet discussing the benefits of taking a long-term approach with equity funds. Details

Updated: Jul 2026

Making Portfolios Personal - Portfolio Consulting and Analytics - Brochure

An overview of our Portfolio Consulting and Analytics services, including personal consultations, portfolio analysis and ongoing e... Details

Updated: Jun 2026

Meeting more needs with muni SMAs — Separately Managed Account

Overview of Capital Group’s municipal bond SMA offerings, including a range of national and state-focused strategies, and availabl... Details

Updated: Mar 2026

Max: 10

A model portfolio for every investor (Dealer Vrs - RJ) — American Funds Model Portfolios

This single sheet features the American Funds model portfolios available to Raymond James registered... Details

Updated: May 2026

Max: 25

Morningstar’s “Thrilling 33” Article Reprint

Article reprint of Morningstar’s 2025 “Thrilling” list, a popular funds feature that lists six American Funds® at Class A shares. ... Details

Updated: Nov 2025

Municipal bond SMAs - A discerning approach to managing risk — Separately Managed Account

Overview of Capital Group’s muni SMA offering, including state portfolios, customization options and... Details

Updated: Sep 2026

Max: 50

n/a - DO NOT DISPLAY

n/a - DO NOT DISPLAY Details

Updated: Jan 2024

Not available to order

Nationwide 5-pack single sheet (Dealer Vrs - Nationwide)

This is a quarterly overview of portfolios that can be constructed at Nationwide using American Funds Insurance Series funds. This... Details

Updated: Aug 2026

Max: 50

One fund. Many benefits. – AFTD participant brochure (Spanish) — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Jul 2025

Not available to order

One fund. Many benefits. – AFTD participant pamphlet — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: May 2026

One fund. Many benefits. – CGTD participant PPT

Helps plan-eligible employees better understand the importance of participation in employer retirement plans and offers insight on... Details

Updated: May 2026

Not available to order

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