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- Title
Social Security Survivor Benefits.
- Authors
Schobel, Bruce D.
- Abstract
Financial planners should understand the role that Social Security survivor benefits play in the financial planning process. It is important to know that they do not provide all the life insurance that is needed. That said, survivor benefits are provided to millions of widows and children. The rules for how long the benefit checks will last need study and should be explained to the client. In addition, it should be noted that survivor benefits can be subject to the retirement earnings test.
- Subjects
SOCIAL security; SURVIVORS' benefits; FINANCIAL planners; LIFE insurance
- Publication
Journal of Financial Service Professionals, 2023, Vol 77, Issue 2, p40
- ISSN
1537-1816
- Publication type
Article