Understanding Social Security: Case Studies for Funeral Directors

Overview

When death occurs, funeral directors often provide counsel, including advice on Social Security benefits. This course educates funeral directors on Social Security basics and benefits, enabling them to assist clients—widows, widowers, children, and relatives—through difficult transitions. It includes an introduction to Social Security survivor benefits and case studies applying this information to real-life scenarios.

Learning Objectives

  • Understand how Social Security retirement benefits affect the amount of survivor benefit payable
  • Describe the eligibility rules that surviving spouses, dependent children, dependent parents, and divorced spouses must meet to receive survivor benefits
  • Recognize how continued work and remarriage impact a surviving spouse's survivor benefit
  • Understand how a surviving spouse's survivor benefit can be coordinated with his or her own retirement benefit
  • Describe the types of survivor benefits payable when a deceased worker is not covered by Social Security

Designed For

Funeral professionals at all levels of their career

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