Videos and downloads

Downloadable resources

Connecting your business and your broader financial objectives
A guide outlining seven key conversations to help small business owners align business decisions with personal financial goals.
Elements of an effective estate strategy
Use this guide to help you navigate the important elements of an effective estate strategy.
Understanding Medicare
If you’re five or more years away from retirement use this whitepaper to understand action steps that can help you achieve financial confidence.
Annual fixed income outlook
What’s ahead for fixed income in 2026? Find out from the Ameriprise Investment Research Group.
Navigating your job transition
This brochure provides practical guidance for individuals navigation a job transition.
Confident Retirement conversation guide for wealth builders
This interactive brochure helps clients evaluate their current financial situation and prepare for the future.
Data summary sheet – interactive version
This data sheet captures data to have a Foundational or Comprehensive Advice conversation and includes calculations when completed electronically.