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General Sales Materials

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Updated: May 2021

Not available to order

Updated: Mar 2022

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Nationwide 5-pack single sheet

This is a quarterly overview of portfolios that can be constructed at Nationwide using American Funds Insurance Series funds. This overview shows the asset mix of each portfolio and includes an Americans with Disabilitie... Details

Updated: Jan 2025

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: Nov 2024

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: Aug 2024

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

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

Updated: Aug 2024

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: Aug 2024

Not available to order

Parametric brochure - Time-tested strategies with customization and tax management — Separately Managed Account

Separately managed accounts that combine active tax management from Parametric and active investing ... Details

Updated: Apr 2025

Max: 50

Parenthood – Starting the estate planning conversation with new parents

This advisor presentation outlines some estate plan basics that clients should consider, including key documents, roles and respon... Details

Updated: Oct 2022

Not available to order

Pathways to Growth - 2023 Advisor Benchmark Study

Latest update to Capital Group’s multiyear study of financial advisors to understand how practice management behaviors drive busin... Details

Updated: Aug 2023

Pathways to Growth - 2024 Advisor Benchmark Study

Latest update to Capital Group’s multiyear study of financial advisors to understand the individual skills that drive business gro... Details

Updated: May 2024

PC/AFMP Speaker Presentation “Grow your practice with model portfolios” 3Q-4Q21

This presentation discusses Capital Group's philosophy on portfolio construction and model portfolios, stressing our objective-bas... Details

Updated: Feb 2022

Not available to order

Philanthropy – Helping clients optimize their charitable giving strategy

This advisor presentation provides a framework to help HNW clients identify giving strategies that can meet both their charitable ... Details

Updated: Oct 2022

Not available to order

PlanPremier-Bundled Sample Proposal (PP Bundled)

This proposal book, which can be customized for prospective clients, includes important details on the service, investments, parti... Details

Updated: Aug 2024

Not available to order

PlanPremier-TPA Sample Proposal (PPTPA)

This proposal book, which can be customized for prospective clients, includes important details on the service, investments, participant education and pricing for Capital Group’s PlanPremier-TPA 401(k) retirement plan. Details

Updated: Aug 2024

Plan your journey to retirement - presentation

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

Plan your journey to retirement - presentation (SIMPLE IRA)

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

Updated: Mar 2024

Not available to order

Portfolio characteristics - Portfolio Summary (USC) 1Q 2021

Portfolio characteristics - Portfolio Summary (USC) 1Q 2021 Details

Updated: Apr 2021

Not available to order

A portfolio for every investor (F-2 Share)

This brochure offers details on each of our funds, with an expanded section on funds of funds, designed to help identify those tha... Details

Updated: Apr 2025

A portfolio for every investor (A Share)

This brochure offers details on each of our funds, with an expanded section on funds of funds, designed to help identify those tha... Details

Updated: Apr 2025
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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

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.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

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

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

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