Help clients maximize retirement savings and minimize taxes by diversifying accounts, planning withdrawals and staying up to date on tax laws.
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Shareable thoughts from our Senior Retirement Income Strategist Kate Beattie
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INSURANCE SERIES FUNDS
As one of America's largest variable annuity asset managers,* we offer a core 18 insurance-dedicated funds — 11 of which are aligned with their retail American Funds mutual fund counterparts.
*Source: ISS Market Intelligence Simfund, as of 12/31/23. Variable annuities not including fixed accounts.
†Our aligned funds share identical investment objectives, portfolio manager teams and management expenses to their retail counterparts.
INSURANCE PARTNERS
Capital Group was one of the first in the industry to offer funds exclusively to insurance companies. Contact us through the over 40 firms we work for:
Variable annuities may impose a variety of fees that may affect the growth of your client's portfolio. Variable annuities have investment and/or withdrawal limitation requirements. Early withdrawals may incur a fee. Guarantees are subject to the claims-paying ability of the issuing insurance company.
American Funds Insurance Series serves as an underlying investment option for multiple insurance products, including variable annuity contracts and variable life insurance policies. Availability of funds will vary based on the insurance contract offered.