Videos and downloads

Downloadable resources

Ameriprise Financial wellness flyer
Highlight that your practice offers a complimentary financial education program for local businesses.
Confident Retirement conversation guide for wealth builders
This interactive brochure helps clients evaluate their current financial situation and prepare for the future.
Annual equity market outlook
See the latest report from the Ameriprise Investment Research Group about what 2026 may bring for equity markets.
Putting clients first: Our fiduciary commitment
Fact Sheet to help clients/prospects to understand how and when their financial advisor acts as a fiduciary.
Expense supplement
This interactive data sheet captures essential & lifestyle expenses in a client-friendly way and includes calculations when completed electronically.
Investment outlook and themes report
Read this report to learn more about what the Ameriprise Investment Research Group believes could influence markets in 2026.
Data summary sheet – interactive version
This data sheet captures data to have a Foundational or Comprehensive Advice conversation and includes calculations when completed electronically.
Ameriprise story fact sheet
See how Ameriprise combines personalized advice, top rated service and over 130 years of experience to help clients achieve their goals.
Ameriprise Financial client relationship summary
Form CRS summarizes important information about the services we offer, our fees, and potential conflicts of interest in a clear and concise manner.
All about you client preference questionnaire
This short questionnaire will help us work together in a way that fits your needs.