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Helping Diligent Advisors Ensure They're On The Right Planning Path
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Social Security survivor benefits present an important source of income for many of your clients. But, there are several important and unique issues that must be considered for any client that has recently lost their spouse or ex-spouse, before filing a claim to collect Social Security benefits.
To help make the analysis easier, we have created the “Am I Eligible For Social Security Benefits As A Surviving Spouse?” flowchart. It addresses many common Social Security issues that arise for clients who have recently lost their spouse or ex-spouse, including: