DiscoverFirstTech PodcastDeath Benefit Pensions: The 5 Most Asked Questions
Death Benefit Pensions: The 5 Most Asked Questions

Death Benefit Pensions: The 5 Most Asked Questions

Update: 2025-09-03
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When a client passes away an option for their spouse is to take their death benefit in the form of an income stream, such as an account based pension. However, these death benefit pensions have a number of rules and issues associated with them that can unexpectedly catch advisers out from time to time.

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Death Benefit Pensions: The 5 Most Asked Questions

Death Benefit Pensions: The 5 Most Asked Questions