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.
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.
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.
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.