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LPL SMA Brochure (Dealer Vrs - LPL) — Separately Managed Account

The brochure, for LPL advisors, gives details on the Capital Group SMAs available on LPL platforms. Details

Updated: May 2023

Max: 25

Preparing to sell a business – Client discussion checklist

A client conversation guide for advisors who have reviewed the presentation “Business transitions – Planning basics for clients se... Details

Updated: Jul 2022

RP Practice Builder - Winning just two plans a year single sheet for Edward Jones (Dealer Vrs - EJ)

This is an Edward Jones version of an enterprise piece promoting the benefits to FAs of adding RP bu... Details

Updated: Feb 2019

Scheduled dividend payment dates.

This calendar provides annual scheduled dividend payment dates for the American Funds. Details

Updated: Jan 2024

Not available to order

Take advantage of Spanish-language resources to help employees invest for retirement (PP Bundled PPTPA RKD)

See what employee resources are available in Spanish for Capital Group retirement plans Details

Updated: Sep 2021

Transamerica Portfolio Solutions, Single Sheet

A single sheet highlighting American Funds Insurance Series funds and two possible allocation scenarios and details for funds avai... Details

Updated: Jan 2023

Max: 50

Values and legacy – Client worksheet

A worksheet to help clients think about the legacy they wish to leave and how they can begin to lay the groundwork Details

Updated: Jul 2022
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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.

American Funds Distributors, Inc., member FINRA.

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.