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General Sales Materials

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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 - 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

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 sample book illustrates the proposal that can be ordered for prospective clients of Capital Group’s PlanPremier-Bundled 401(k... Details

Updated: Jun 2025

Not available to order

PlanPremier-TPA sample proposal (PPTPA)

This sample book illustrates the proposal that can be ordered for prospective clients of Capital Group’s PlanPremier-TPA 401(k) retirement plan solution with administration from a third-party administrator. Details

Updated: Jun 2025

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

Practice Management Overview Brochure

Brochure describing Practice Management at Capital Group, including Elite Engagement, PracticeLab.com and Pathways to Growth: Advisor Benchmark Study. Learn how advisors can engage and benefit from our specialist team. Details

Updated: Oct 2023

The real story - Capital Group versus passive in core bonds (A Share)

Single sheet that showcases the Bond Fund of America’s returns versus its two largest passive peers the BND and AGG ETFs, and intr... Details

Updated: Feb 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 2025

RecordkeeperDirect_Sample proposal (RKD)

This sample book illustrates the proposal that can be ordered for prospective clients of Capital Group’s RecordkeeperDirect 401(k)... Details

Updated: Jun 2025

Remarriage – Preparing clients for better and for worse

This advisor presentation highlights nine financial and estate planning pitfalls common with an “other than first” marriage or a b... Details

Updated: Oct 2022

Not available to order

Updated: Nov 2025

Retirement Redefined research report

Capital Group modern retiree research on the changing dynamics of investors as they enter and experience retirement today. Details

Updated: Oct 2021

Retirement Redefined research report -- Edward Jones

Capital Group modern retiree research on the changing dynamics of investors as they enter and experience retirement today. Financi... Details

Updated: Dec 2021

RIA Resource Guide

This RIA Resource Guide provides an overview of the resources Capital Group offers advisors who recently transitioned or are considering moving to an RIA business model, including key contacts, investment solutions and t... Details

Updated: May 2025

RKD e-distributions – Take advantage of a better withdrawal and loan process online

This single sheet highlights key benefits and features of the e-distribution and e-loan services ava... Details

Updated: Apr 2025

Not available to order

Roth vs. pretax contributions (Trifold brochure - Spanish)

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

Updated: Sep 2025

SECURE 2.0 - More of a good thing

This brochure explains some of the key provisions of the SECURE 2.0 Act and provides our perspective of the potential impacts. Details

Updated: Sep 2023
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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, summary prospectuses, CollegeAmerica Program Description and ABLEAmerica Program Description which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica and ABLEAmerica are distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries.

Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits not available through CollegeAmerica (such as financial aid, scholarship funds and protection from creditors) or ABLEAmerica.
Before investing in any state's 529 plan, investors should consult a tax advisor.

CollegeAmerica and ABLEAmerica are sponsored by Virginia529℠ .

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.

Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.

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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