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  3. Plan Settings - Setting the default assumptions in your client cases

Plan Settings - Setting the default assumptions in your client cases

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  • CPP / QPP COLA - Plan Settings, Default Inflation / Growth Rates **AdviserGo, Canada**
  • View and manage the default assumptions for a client plan in the Plan Settings **AdviserGo, all regions**
  • Plan Settings – Setting the Savings Order **AdviserGo, all regions**
  • Plan Settings – Setting the Liquidation Order **AdviserGo, all regions**
  • About Plan Settings - A master list of the software's default assumptions and settings **AdviserGo, all regions**

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