Videos and downloads

Downloadable resources

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.
SSAnalyzer information form
Use this form to provide your advisor with the data needed to analyze different Social Security claiming strategies.
Confident Retirement conversation guide for wealth builders
This interactive brochure helps clients evaluate their current financial situation and prepare for the future.
Annual fixed income outlook
What’s ahead for fixed income in 2026? Find out from the Ameriprise Investment Research Group.
Data summary sheet – interactive version
This data sheet captures data to have a Foundational or Comprehensive Advice conversation and includes calculations when completed electronically.