Is Life Insurance Better Than FERS Survivor Benefit?

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  • เผยแพร่เมื่อ 26 ม.ค. 2025

ความคิดเห็น • 33

  • @mcz68l
    @mcz68l 9 หลายเดือนก่อน +97

    Yeah FEHB is the number 1 reason to have a Survival Benefit

  • @cjljr41
    @cjljr41 9 หลายเดือนก่อน +5

    The FEHB is what really makes survivor benefits worth signing up for. Late in life is when it’s really important to have health insurance, and let’s be honest, federal health insurance is some of the best you’ll find.

    • @mrsmc2612
      @mrsmc2612 9 หลายเดือนก่อน

      Yes that is true unless you live past 86 as he possibly out. So many things to consider.
      I wish the government offered whole life.

    • @BigJohnM
      @BigJohnM 9 หลายเดือนก่อน

      ​​@@mrsmc2612what do you mean by that comment? If you live past 86 you still will have FERS and still have FEHB and if you die at say 87, your spouse will get the survivor benefits, just like if you got whole life insurance. The survivor benefits is the government's version of whole life insurance. It works exactly the same way except it's way better.

  • @appleblows1
    @appleblows1 9 หลายเดือนก่อน +1

    long story short, these are darn good information. Thanks Dallen!

  • @Seoulite-cq5bf
    @Seoulite-cq5bf 5 วันที่ผ่านมา

    Your advice is good but only if you die soon after you retire. The SBP gives diminishing returns the longer you live and becomes useless if the spouse dies first. I agree with your assessment of Term insurance but, Whole life will be the whole insured amount whether one dies the day after retirement or 40 years after retirement and you can name multiple beneficiaries.

    • @Seoulite-cq5bf
      @Seoulite-cq5bf 5 วันที่ผ่านมา

      Now if you need to have FEHB, that changes the calculus. In my case I don't need it.

  • @zenawarrior7442
    @zenawarrior7442 9 หลายเดือนก่อน

    Great info and breakdown again, thanks😊

  • @mrsmc2612
    @mrsmc2612 9 หลายเดือนก่อน

    Excellent! Thank you!

  • @uriassmith4110
    @uriassmith4110 9 หลายเดือนก่อน

    So if I retire w/ no survivor benefit and my wife was under my FEHB my entire career and she is a Fed since 2016 would she be able to assume my FEHB if I passed away? Or would she need 5 years of FEHB in her name before her retirement to keep it.

    • @PlanYourFederalBenefits
      @PlanYourFederalBenefits  9 หลายเดือนก่อน

      Great question. If you do not select the survivor benefit, your wife will not receive your FEHB if you passed away. But, if she is a federal employee she has the opportunity to get her own FEHB.

  • @YasminQuinonesRE
    @YasminQuinonesRE 9 หลายเดือนก่อน

    Can you explain how this will work if you have a dependent with disability? My son who is adult is fully dependent on me.

    • @PlanYourFederalBenefits
      @PlanYourFederalBenefits  9 หลายเดือนก่อน +1

      Great question. Here's two videos that can help:
      th-cam.com/video/f62N7jz-E78/w-d-xo.html&ab_channel=HawsFederalAdvisors
      th-cam.com/video/dgbrkq_F78o/w-d-xo.html&ab_channel=HawsFederalAdvisors

  • @arequina
    @arequina 9 หลายเดือนก่อน

    If you can afford both, get both. But not WL or Term. Instead another form of permanent life insurance.

  • @VooDooSue
    @VooDooSue 9 หลายเดือนก่อน

    Thanks!

  • @ray.d.oeaux1230
    @ray.d.oeaux1230 9 หลายเดือนก่อน

    Great video.

  • @patrickmobley7516
    @patrickmobley7516 9 หลายเดือนก่อน

    Take the 25 percent benefit and get life insurance if needed, spouse keeps FEHB.

    • @BigJohnM
      @BigJohnM 9 หลายเดือนก่อน

      That works if you have a good TSP saved up. But yes, that is likely our plan since we plan on having a very good TSP account.

  • @RobertJToledo
    @RobertJToledo 9 หลายเดือนก่อน

    Can you explain Universal Life Insurance in comparison?

    • @PlanYourFederalBenefits
      @PlanYourFederalBenefits  9 หลายเดือนก่อน +1

      That is another great option to consider. There's definitely a lot of details to consider. If you would like to see future content on this topic, feel free to submit this question here:
      app.hawsfederaladvisors.com/question-submission

  • @Oskar_808
    @Oskar_808 9 หลายเดือนก่อน

    Helpful video, thank you. How about this hypothetical. Retiree makes spousal election, but outlives the spouse. Would a new spouse be able to receive the spousal election as well upon the death of the retiree?

    • @PlanYourFederalBenefits
      @PlanYourFederalBenefits  9 หลายเดือนก่อน +1

      This is a great question. You may select a new spouse within two years of the new marriage to receive the survivor benefits. Here's a link for more information:
      www.opm.gov/frequently-asked-questions/domestic-partner-benefits-faq/retirement-benefits/

    • @Oskar_808
      @Oskar_808 9 หลายเดือนก่อน

      @@PlanYourFederalBenefits Thank you!

  • @Sbwoz
    @Sbwoz 9 หลายเดือนก่อน

    $4k pension... I wish! 😂

    • @glasshalffull2930
      @glasshalffull2930 9 หลายเดือนก่อน

      My federal pension is just over $4K a month and I retired 9 years ago.

  • @johnwong6063
    @johnwong6063 4 หลายเดือนก่อน

    Thanks!