Financial Education Videos & Downloads | Jensen & Associates

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Jensen & Associates

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Our goal? Helping you achieve yours.

Our goal? Helping you achieve yours.

The goals that matter most to you matters most to your Ameriprise Financial advisor. We take the time to know you and provide personalized advice to help you reach those goals today and still feel prepared for tomorrow. For over 130 years, we’ve helped clients feel more financially confident. (0:30)

Putting clients first for 130 years

Putting clients first for 130 years

For 130 years, Ameriprise Financial has remained true to its vision of putting our clients' interests first. A strong financial foundation, passionate stewardship of the business and a track record of standing behind clients through good times and bad is at the heart of our success. (2:34)

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)

Understanding the ‘Sequence of Returns’ risk

Understanding the ‘Sequence of Returns’ risk

A critical risk to consider when deciding when to retire is called “Sequence of Returns” risk. Watch this video to show you how dramatically it can impact your retirement portfolio. (2:40)

Insurance: How to protect income

Insurance: How to protect income

Discover how you can protect your greatest asset if you become sick or injured and can't work. (2:15)

RiverSource: Be confident in our strength

RiverSource: Be confident in our strength

Learn how we can help you live confidently, every day. Hear a message from our president.

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Ameriprise Financial wellness flyer

Highlight that your practice offers a complimentary financial education program for local businesses.

Data summary sheet – interactive version

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

SSAnalyzer information form

Use this form to provide your advisor with the data needed to analyze different Social Security claiming strategies.

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.

Expense supplement

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