Videos and downloads

Downloadable resources

Investment outlook and themes report
Read this report to learn more about what the Ameriprise Investment Research Group believes could influence markets in 2026.
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.
Putting clients first: Our fiduciary commitment
Fact Sheet to help clients/prospects to understand how and when their financial advisor acts as a fiduciary.
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.
Navigating your job transition
This brochure provides practical guidance for individuals navigation a job transition.
SSAnalyzer information form
Use this form to provide your advisor with the data needed to analyze different Social Security claiming strategies.
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.