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General Sales Materials

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Basic Plan Amendment to the Summary Plan Description

Basic Plan Amendment to the Summary Plan Description. Sent as part of the 2021 Amendment mailing to Plan Sponsors with a letter a... Details

Updated: Jun 2021

Not available to order

Bridge the generation gap - How to have a family wealth briefing

How to have a family wealth briefing and other ideas for financial professionals looking to create family connections to help buil... Details

Updated: Jan 2026

Business transitions – Planning basics for clients selling a business

This advisor presentation describes how to help clients who are considering transitioning their business build the right team and ... Details

Updated: Oct 2022

Not available to order

Capital Group Active-Passive Model Portfolios Commentary_2Q26

The quarterly commentary letter for the Capital Group Active-Passive model portfolios details a brief market recap, model results ... Details

Updated: Jul 2026

Max: 50

Capital Group CEO Tim Armour On Weathering The Coronavirus

Capital Group Chairman Tim Armour responds to questions about the recent market reaction to the coronavirus and what Capital is d... Details

Updated: Apr 2020

Not available to order

Capital Group Equity Perspectives (F-2 Share)

An overview of equity market insights and equity strategies at Capital Group (actionable ideas brochure). Details

Updated: Apr 2026

Max: 50

Capital Group Equity Perspectives (A Share)

An overview of equity market insights and equity strategies at Capital Group (actionable ideas brochure). Details

Updated: Apr 2026

Max: 50

Capital Group ESG Global Study 2025

How are investors thinking about opportunities in energy transition, water and health, and the risks of AI? Find out in Capital Group’s 2025 ESG Global Study. Details

Updated: Nov 2025

Not available to order

Capital Group ETFs investor brochure

A brochure for investors that discusses Capital Group's investment approach, basic information about ETFs and provides an overview of our ETF suite. Details

Updated: Mar 2026

Capital Group ETFs single sheet

A single sheet that lists Capital Group's ETFs, their Morningstar categories, fees and approaches. Details

Updated: Jun 2025

Capital Group SMAs Capabilities Brochure — Separately Managed Account

This advisor-facing brochure provides an overview of Capital Group's separately managed account (SMA) strategies, services and cus... Details

Updated: Oct 2025

Max: 25

Updated: Sep 2026

Max: 50

The Capital System brochure

Learn about Capital Group’s distinctive investment approach, The Capital System, designed to deliver superior results for investors. Details

Updated: Aug 2026

CGSD - A short-term bond ETF that's long on income potential (ETF) — Capital Group Short Duration Income ETF

This single sheet provides a brief overview of Capital Group Short Duration Income ETF (ticker: CGSD... Details

Updated: Aug 2026

Max: 50

Charitable giving – Which organizations can receive tax-deductible contributions?

Chart to help clients understand the types of organizations that can receive charitable donations, a... Details

Updated: Jan 2022

Client Workbook - My Best Retirement

Retirement planning workbook for financial professionals to use with clients to help pre-retirees envision life in retirement, while helping advisors gather crucial financial planning information. Details

Updated: Jun 2026

A closer look at SECURE 2.0 Act startup tax credits

This sheet examines the SECURE 2.0 Act’s tax credits, which may help reluctant small-business employers overcome cost concerns abo... Details

Updated: May 2025
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CollegeAmerica client kit — with account application

General client kit with everything you need to offer and open a CollegeAmerica 529 savings plan account. For fund numbers, names, minimums and share class descriptions, download the Fund Information.

Fund Information... Details

Updated: May 2021

Max: 25

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CollegeAmerica client kit — without account application

For advisers whose accounts are held in-house and do not need a CollegeAmerica application, this general client kit has all of th... Details

Updated: Mar 2019

Max: 25

CollegeAmerica Gift Card “Happy birthday!” Digital Gift Card

CollegeAmerica Gift Card "A gift for you" Provides a means of notifying a CollegeAmerica beneficiary that a gift contribution has ... Details

Updated: Sep 2026

Not available to order

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