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Client Education

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Once upon a time single sheet

Using the timeless story of the tortoise and the hare for inspiration, we can see how maintaining a steady investment approach may be better in the long run than chasing high returns to make up for losses. Details

Updated: Jun 2026

Not available to order

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 PPT — 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 brochure

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

One fund. Many benefits. – CGTD participant brochure (Spanish)

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

Updated: Jul 2025

Not available to order

One fund. Many benefits. – CGTD participant pamphlet

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

One fund. Many benefits. – CGTD participant pamphlet (Spanish)

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

Updated: Jul 2025

Not available to order

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

One Fund. Many Benefits. TD Blend participant Brochure

This explains how to get started when choosing a fund in a target date retirement solution, such as the Capital Group Target Date ... Details

Updated: Jun 2026

One Fund. Many Benefits. TD Blend participant Pamphlet

This explains how to get started when choosing a fund in a target date retirement solution, such as the Capital Group Target Date ... Details

Updated: Jun 2026

One Fund. Many Benefits. TD Blend participant PPT

This explains how to get started when choosing a fund in a target date retirement solution, such as the Capital Group Target Date ... Details

Updated: Jun 2026

Not available to order

Online security checklist

Share this single sheet with investors to help increase the security of their accounts and to provide general best practices for online activity. Details

Updated: Sep 2024

Not available to order

PlanPremier - Managing your retirement plan account (PPTPA PP Bundled)

This single sheet shows PlanPremier participants how to access their retirement plan account and summarizes the capabilities of th... Details

Updated: Sep 2025

Plan your journey to retirement 401k (Spanish)_Presentation

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

Updated: Aug 2025

Not available to order

The power of protected lifetime income – The difference a variable annuity can make. Merrill Lynch Version (Dealer Vrs - ML)

Merrill Lynch Version; Single sheet to share with clients when discussing the benefits of allocating... Details

Updated: Apr 2026

Practice Management - 21-Day Brand-Building Action Plan

This plan is a follow-up for participants in the webinar, Branding your business in today’s world. It provides steps to help imple... Details

Updated: Feb 2025

Not available to order

Presentations that can help grow your practice

Tap into our latest thinking about topics that can help your practice grow with presentations from Capital Group. Details

Updated: Jun 2025

Not available to order

Reasons to consider increasing your contributions (Trifold brochure - English)

This brochure encourages retirement plan participants to increase the amount they are saving for retirement. Details

Updated: Jul 2025

Reasons to consider increasing your contributions (Trifold brochure - Spanish)

This brochure encourages retirement plan participants to increase the amount they are saving for retirement. Details

Updated: Jul 2025

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
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