Sales Support

From hypotheticals to white papers and client materials, we offer the tools, thought leadership, and basics you need to support your sales and client retention efforts.


View hypotheticals & calculators

Show performance, analyze portfolios, compare funds—and much more—including our Social Security Explorer calculator that helps clients learn how to maximize their Social Security benefits.

Find forms & applications

Everything clients need to update their beneficiaries, open a new account, roll funds over, and more.

Order literature

Access fund fact sheets, investor guides, white papers, and other insightful information to help your clients get a better picture of the investment landscape.

Financial planning resources
Help clients prepare for retirement, understand tax implications, and more.
Manage and grow your practice
From social media to Social Security, you’ll find what you need to manage, promote, and expand your business more effectively.