Tools for solution planning

Calculators to further retirement income discussions


Planning, simplified

Our resources help position and support insurance solutions



How to structure your conversations about retirement income

Try our guide to crucial client conversations


Portfolio Reliance Calculator

Quickly illustrate the potential impact of protected income sources on clients’ portfolio withdrawal rates and their investment portfolios.

Hypothetical results from the Insurance Series Historical Illustrator showing three bars, green, light blue, and dark blue, and their growth in value over time. These results are illustrative.

American Funds Insurance Series®

Historical illustrator

Create hypotheticals using American Funds Insurance Series historical data

Planning for success

Retirement planning calculator

Find out how much clients will need for retirement and whether their plans are on track

More insights and funds

As the largest third-party variable annuity asset manager,* Capital Group, home of American Funds, has provided investment solutions to insurance providers since 1984.

*Source: ISS Market Intelligence Simfund, as of 12/31/23. Variable annuities not including fixed accounts.

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.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.
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.
American Funds Insurance Series serves as an underlying investment option for multiple insurance products, including variable annuity contracts and variable life insurance policies. Availability of funds will vary based on the insurance contract offered.
Effective 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.

Variable annuities may impose a variety of fees that may affect the growth of your client's portfolio. Variable annuities have investment and/or withdrawal limitation requirements. Early withdrawals may incur a fee. Guarantees are subject to the claims-paying ability of the issuing insurance company.