Financial Education Videos & Downloads | Capital Wealth Advisory Group

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Capital Wealth Advisory Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Four Generations. One Solution.

Four Generations. One Solution.

Leaving a legacy for her family was at the top of Bonnie’s financial goals. This moving video shares her family’s reflections about that legacy—and the important role RiverSource annuities played. (7:21)

Insurance: Planning for long-term care

Insurance: Planning for long-term care

See why planning for long-term care needs is important to your financial future. (3:11)

Insurance: What are living benefits

Insurance: What are living benefits

There’s more to life insurance than just a death benefit. Learn about living benefits. (2:31)

Disinherit the IRS

Disinherit the IRS

The IRS could be an unintended heir of your assets. See how a strategy using life insurance can help you disinherit the IRS. (2:33)

Insurance: What needs protecting

Insurance: What needs protecting

Explore the types of insurance to help protect loved ones, your income and your assets. (2:46)

Plan for passions

Plan for passions

Life insurance provided comfort for James and Emily Hiter when life took an unexpected turn. Their only regret is missing the opportunity to use it to help leave a legacy. (4:05)

Grow & Preserve Your Business Equity for Business Owners

Grow & Preserve Your Business Equity for Business Owners

We work with business owners to create financial plans and integrated strategies that not only seek to grow and preserve your business equity but are also designed to help you reach your personal financial goals. (1:53)

Retirement Plan Solutions for Business Owners

Retirement Plan Solutions for Business Owners

There’s only one you—one business, one future you’re planning for. At Ameriprise Financial, we help business owners like you design and implement retirement plans that are appropriate for both you and your employees. (2:12)

Business Transition Planning for Business Owners

Business Transition Planning for Business Owners

You’ve worked hard to build your business equity—and you shouldn’t face a succession transition alone. We can help you navigate business decisions and work toward long-term financial well-being for you and your family. (1:45)

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.

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.

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.

Data summary sheet – interactive version

This data sheet captures data to have a Foundational or Comprehensive Advice conversation and includes calculations when completed electronically.

Expense supplement

This interactive data sheet captures essential & lifestyle expenses in a client-friendly way and includes calculations when completed electronically.

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.