Advisor Case Study: When Should I Start CPP & OAS

What is the optimal time for clients to start CPP/OAS? It depends. In this webinar we show you how you can create detailed projections for these benefits and compare them in minutes.

We then use two case studies that will walk you through how to use the Adviice platform to help clients optimize their CPP/OAS benefit timing, no matter what their goals are.

• 3:12 - CPP & OAS Fundamentals
• 10:27 - How Does Adviice Calculate CPP & OAS
• 15:00 - Key Benefit Timing Considerations
• 24:28 - Case Study 1: Creating a CPP Breakeven for Clients
• 32:59 - Case Study 2: Benefit Timing & Survivor Scenarios

Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice. All information provided is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. Every effort has been made to ensure the accuracy of its contents. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any financial product or securities.