PROSPECT
Everything you need to enter the retirement plan space with confidence and position your expertise.
A clear statement for your retirement plan practice may set you apart.
Three steps to connect prospects with plans.
Key questions to turn sponsors into takeover prospects.
SELL
Win each challenge along the way, from initial pitch to finals, recordkeeper selection to menu design.
Keys to delivering a winning finalist presentation.
SERVICE
Easy-to-use resources for you to provide turnkey service that will help maintain and grow your plan sponsor relationships.
Keep the focus on what matters to plan sponsor clients.
Encourage clients to develop a plan of action.
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.
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American Funds Distributors, 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.