Is low-income-senior access based on a fixed income cutoff?

The low-income-senior feature is tied to the app’s projected GIS eligibility, rather than a single salary amount that applies to every household. Pension setup, spouse information and other income can change that result.

Enter complete CPP/QPP, OAS and income information and allow GIS to be calculated. Selecting Ignore GIS prevents the app from establishing eligibility through that calculation. A scenario that does not satisfy the feature’s checks can require payment.

For an advisor-managed client, the advisor identifies the low-income-senior client through the client workflow. Contact us if you need confirmation of eligibility for your account before relying on free access.

For eligible low-income seniors aged 65 or over, qualifying TIME MACHINE runs do not use up the three free trial runs. Continued free access depends on the scenario continuing to satisfy the GIS-related checks. Advisors can also add eligible low-income-senior clients without the ordinary client subscription payment.