Videos and downloads

Downloadable resources

LFP Map
Legacy Financial Partners Team
Ameriprise Financial wellness flyer
Highlight that your practice offers a complimentary financial education program for local businesses.
Putting clients first: Our fiduciary commitment
Fact Sheet to help clients/prospects to understand how and when their financial advisor acts as a fiduciary.
Values Driven Financial Planning Process
It's all about you, your values and goals.
SSAnalyzer information form
Use this form to provide your advisor with the data needed to analyze different Social Security claiming strategies.
Data summary sheet – interactive version
This data sheet captures data to have a Foundational or Comprehensive Advice conversation and includes calculations when completed electronically.
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.