Videos and downloads

Downloadable resources

Elements of an effective estate strategy
Use this guide to help you navigate the important elements of an effective estate strategy.
Confident Retirement conversation guide for wealth builders
This interactive brochure helps clients evaluate their current financial situation and prepare for the future.
SSAnalyzer information form
Use this form to provide your advisor with the data needed to analyze different Social Security claiming strategies.
Annual equity market outlook
See the latest report from the Ameriprise Investment Research Group about what 2026 may bring for equity markets.
Annual fixed income outlook
What’s ahead for fixed income in 2026? Find out from the Ameriprise Investment Research Group.
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.
All about you client preference questionnaire
This short questionnaire will help us work together in a way that fits your needs.