Videos and downloads

Downloadable resources

All about you client preference questionnaire
This short questionnaire will help us work together in a way that fits your needs.
Data summary sheet – interactive version
This data sheet captures data to have a Foundational or Comprehensive Advice conversation and includes calculations when completed electronically.
SSAnalyzer information form
Use this form to provide your advisor with the data needed to analyze different Social Security claiming strategies.
Elements of an effective estate strategy
Use this guide to help you navigate the important elements of an effective estate strategy.
Putting clients first: Our fiduciary commitment
Fact Sheet to help clients/prospects to understand how and when their financial advisor acts as a fiduciary.
Annual fixed income outlook
What’s ahead for fixed income in 2026? Find out from the Ameriprise Investment Research Group.
Ameriprise Financial wellness flyer
Highlight that your practice offers a complimentary financial education program for local businesses.
Navigating your job transition
This brochure provides practical guidance for individuals navigation a job transition.