Assumptions

You can alter any of your default assumptions through the use of the Assumptions tab. The data entered here will apply to all new client files. Enter the new default assumptions to be used and click .

*Updated Assumptions will not apply to any existing client files.

Stop Income At

Allows an advisor to control when income with stop for client(s) in a plan

1. Assumed Life Expectancy – Income will stop at the entered client and spouse’s assumed life expectancy, independent of each other. Survivor %s will control income carrying forward after client or spouse assumed life expectancy.
2. End of Analysis – Income will stop for both client and spouse at the end of the analysis, which is determined by the later of client or spouse assumed life expectancy
   

Other Assumptions

The following is a list of available data linked to their respective data entry points. Select a data point below for more information.

Default Province
Inflation Rate
Real Estate Index
Business Value Index
Lifestyle Debt Index
DI% Income
LTC% Income
Life Insurance
Critical Illness
Disability

!Depending on your level of access, some areas cannot be manually altered. Please contact support for further information.