Videos and downloads

Downloadable resources

OriGen Wealth Management Brochure
Practive Overview
Quarterly Practice Update - Q4 2025
Topics: Understanding IRMAA & What's Happening in the Practice
Quarterly Practice Update - Q3 2025
Putting clients first: Our fiduciary commitment
Fact Sheet to help clients/prospects to understand how and when their financial advisor acts as a fiduciary.
Ameriprise Financial wellness flyer
Highlight that your practice offers a complimentary financial education program for local businesses.
SSAnalyzer information form
Use this form to provide your advisor with the data needed to analyze different Social Security claiming strategies.