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A growing literature documents the positive effect of social relationships on health, in general,
and in reducing mortality, in particular. Much remains to be learned about which relationships
have this effect, particularly among the elderly. This research, a secondary analysis of a national
sample of community-dwelling elderly aged 70 and over, addresses these questions. Data come
from the Longitudinal Study on Aging. Five scales constructed from relationship questions asked
in the survey are related to respondent mortality over a 4-year follow-up using multiple logistic
. The research confirms that certain relationships appear to reduce subsequent
regression
mortality: going to church/temple, volunteering, seeing friends or neighbors, and talking with
them on the phone (socioexpressive relationships). The effect can be seen among healthy and
more infirm elders. Helping relationships and household and kin relationships do not seem to
reduce the risk of elder moriality.
AUTHOR’S NOTE: The author thanks the following colleagues at Towson State University for
review and comments on an earlier draft of this article. William Bainbridge, chair, Department
of Sociology and Anthropology; Beth Vanfossen, director, Institute for Teaching and Research
on Women; and Gordon Bonham, director, Center for Suburban and Regional Studies.
44
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quently does the person see relatives? These are quantitative (sometimes
termed network) measures of a relationship. Of course, the simple presence
or absence of a relationship says nothing about its intensity, quality, or about
the role of the relationship in a person’s life. In contrast, functional measures
focus on the quality of the relationship, for example, is it primarily instru-
mental or is it socioemotional/expressive? Visiting with friends is an example
of an expressive relationship, whereas receiving help from a relative is
typically defined as an instrumental relationship. Factor analyses of support-
ive relationships support distinctions between structural and functional mea-
sures of social support on one hand and between socioexpressive and
instrumental measures within the latter category (Blazer, 1982; Broadhead,
Gelbach, DeGuy, Kaplan, 1988; Dean et al., 1989; Vaux, 1987).
&
The protective effect of relationships on mortality depends, in part, on age.
For example, in the general population, marriage is consistently related to
lower risk of mortality (Berkman & Syme, 1979; House et al., 1982; Welin
et al., 1985). But the beneficial effect of marriage appears to decline with age
(Berkman & Syme, 1979; Litwak & Messeri, 1989) or not be present at all
in older samples. A structural relationship measure (marital status combined
with the number of living children and siblings) predicted mortality in one
older sample (Blazer, 1982).
Other relationships that appear to reduce the risk of mortality in the older
population are socioexpressive relationships with friends and relatives (Blazer,
1982; Seeman et al.,1987; Zuckerman et al.,1984) and religious participation
(Schoenbach et al.,1986; Seeman et al.,1987; Zuckerman et al., 1984). Older
respondents who report having a source of instrumental support show a lower
risk of mortality, other factors taken into account (Blazer, 1982). However,
in an international comparison, instrumental support did not predict mortality
in a sample of older Swedish men (Hanson et al., 1989).
Measures of the quality of the relationship (functional measures) tend to
predict health outcomes better than do network or structural measures
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(Broadhead et al., 1989; House & Kahn, 1985). In a study of nursing home
characteristics and resident outcomes, Spector and Takada (1991) found that
residents in homes with moderate to high participation in organized
activities were 40% to 50% less likely to die or decline than residents in low-
participation homes. Possible explanations for the observed link between
social relationships and mortality (Berkman, 1985; Cohen, 1988; Ganster &
Victor, 1988) include the following:
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social relationships and mortality including age, sex, education, race, health
self-rating, and limitations in activities of daily living (Cohen & Syme, 1985;
Ganster & Victor, 1988). The goal of this article is to solidify the knowledge
base regarding possible effects of relationships on mortality among the
elderly so that speculation and theory regarding them is on firmer ground.
Method
Data for this study come from the Longitudinal Study on Aging (LSOA)
collected jointly by the National Institute on Aging and the National Center
for Health Statistics. The LSOA provides baseline data and 4 years of
follow-up information on a national sample of persons aged 70 and over who
were dwelling in the community at the time they were first interviewed in
1984. Baseline data were collected through face-to-face interviews, and
subsequent data were obtained through two follow-up telephone surveys (in
1986 and 1988), written questionnaires for telephone nonrespondents, and
matching of respondents with the National Death Index maintained by the
U.S. Department of Health and Human Services.
The 1984 Supplement on Aging (SOA) component of the annual National
Health Interview Survey, with a response rate of 93.2%, served as the baseline
survey. Of the 7,527 SOA respondents, 6,780 persons answered the 1984
baseline questions for themselves, and proxies responded for 747 (9.9%) of
the sample because the target person was temporarily absent or incapacitated.
About 23% (1,719) of the baseline sample died during the 4 years following
the initial interview. Mortality status could be determined for 94.3% of the
respondents through the follow-up interview process. Death of 405 remain-
ing sample persons was determined through matching with the National
Death Index. The status of 25 respondents could not be determined, and these
were dropped from further analysis. All results use weights to compensate
for nonresponse and other factors in the complex sample design (see the
National Center for Health Statistics, Lepkowski, Landis, Parsons, &
Stehouwer, 1988, for a discussion of the weights).
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Measurement of Relationships
As noted previously, structural measures of relationships are quantitative
and focus on the presence or absence of a relationship or frequency of
interaction. Functional measures focus on the quality of the mlationship-for
example, its socioemotional or expressive quality as opposed to an instru-
mental relationship. I divide measures of relationships initially into three
categories: structural, instrumental, and socioexpressive.
The LSOA survey contains questions on the social world of the older
respondent including living arrangement, contact with friends, immediate
family, other relatives, and activities outside the home. Fourteen of these
items are selected for the present study that are similar to items found in
the relationship/mortality literature. All questions refer to relationships that
the respondent has at Time 1 (the initial 1984 survey). Four items refer to the
simple presence or absence of a relationship-whether the sample person
lives alone, with a spouse, or with others and the existence of living children
and siblings. These variables are hereafter termed structural measures.
Three items refer to getting help for a disability or illness (two refer to
actual help received; one refers to getting help should the need arise). These
variables are hereafter termed instrumental measures. Seven items refer to
socializing or expressive activities inside and outside the home. These
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a. Positive responses to all questions coded 1, negative coded 0 unless otherwise noted.
b. N = number of respondents less don’t know or did not answer.
c. Dummy variable coded, reference category is live with others, nonspouse.
d. Coded as shown to prevent multiple children and siblings from having undue weight
in the additive scales in this report.
e. First five questions refer to prior 2 weeks.
the same as the socioexpressive scale (minus &dquo;get together with relatives&dquo;)
and Factor 3 is the same as the instrumental scale. However, factor analysis
broke up the structural scale and suggests two additional scales: Factor 2,
hereafter called the someone to help scale, concerns the respondent’s living
arrangement and whether there is perceived to be someone who will take care
of the respondent if need be. Factor 4, hereafter called the kin and kin contact
scale, measures the number of close relatives (excluding spouse) the respon-
dent has and contacts with them. These two additional scales, corresponding
to Factors 2 and 4, yield a total of five relationship scales.
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a. Principle-components method performed with factor loadings less than .400 not
shown.
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contacts with relatives, whereas persons scoring high in the scale had three
or more siblings and children and had regular contact with relatives.
Results
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NOTE: Results expressed as the Wald statistic, quotient of beta coefficient divided by
the standard error, for the relationship scale or item only.
a. Actual N for individual items reduced by numbers shown in Table 1.
*Probability < .01; **probability < .001.
the negative relationship of the socioexpressive and kin and kin contact scales
(columns 4 and 6) to mortality? That is, the finding that elders who socialize
a lot are less likely to die over a 4-year period may be because they tend to
be healthier initially than elders who do not socialize much, multivariate
controls for age, self-reported health status, and able-bodiedness notwith-
standing.
Given the prime importance of controlling for initial health/able-bodied
status in an investigation of the relationship between social relationships and
mortality, it is judicious to use another method of control in addition to the
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55
statistical control in multiple logistic regression. In Table 4,I show the results
of using the method of subgroup control in addition to multi variate statistical
control. The study sample is divided into two groups: (a) elders who report
themselves to be in good, very good, or excellent health and report no ADL
limitations (N = 4,169) and (b) elders who report themselves in fair or poor
health or who report one ADL limitation or more (N = 3,293).
Instead of showing the Wald statistics for all seven independent variables
used in each multiple logistic regression analysis (as shown in Table 3) for
the sake of brevity, in Table 4 I show only the Wald statistic for the
relationship item or scale in question. The other six independent variables-
age, sex, health self-rating, ADLs, education, and race-were used in each
of the 68 separate multiple logistic regression analyses on which Table 4 is
based. The relationship of the six independent variables to mortality in these
analyses is identical or very similar to those in Table 3.
Effect of Double-Controls
Does dividing the sample according to health and able-bodied status
undermine or strengthen the results of Table 3? Examining the horizontal
lines to the right of each of the five relationship scales in Table 4, we see that
the results of Table 3 hold true, in general, for both able-bodied elders who
rate themselves in good to excellent health and those who rate themselves in
fair to poor health or have one plus ADL limitation. Being more active
socially (the socioexpressive scale) seems to reduce the risk of mortality for
healthy and more infirm elders. The relationship scales unrelated to mortality
in Table 3 (structural and someone to help scales) remain unrelated to
mortality in Table 4. Receiving IADL or ADL help (IADL help only in the
case of the healthy, no ADL limitations sample) continues to have an
Discussion
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widows. Seeman et al. (1987) noted that widowhood may be a more expected
and normative life event for the elderly with fewer negative health/mortality
consequences compared with younger persons. The present research lends
support to that view.
Gerontological research has shown that spouses, where present, are the
primary caregivers of the frail elderly. None of the items on the someone to
care scale (living with a spouse, living with others, having someone available
for care if necessary) lowers the risk of an elder’s mortality, nor does the
helping relationship measured by the instrumental scale. This finding con-
firms Hanson et al. (1989) who found that instrumental support did not
predict mortality in a sample of older Swedish men but is inconsistent with
Blazer (1982) who found that elders having a source of instrumental support
show a lower risk of mortality. However, Blazer’s finding is based on a small
sample (N= 331). The lack of relationship between instrumental support and
mortality calls into question one of the possible reasons cited in the introduc-
tion for the link between relationships and reduced mortality-that people
with stronger social ties may receive more instrumental and tangible help
from others.
In Table 4, I show that the kin and kin contact relationship scale is
marginally related to elder mortality. Only one item in the scale, number of
living siblings, is related to mortality beyond the .01 probability level. This
relationship may be spurious because number of living siblings is negatively
correlated (r -.22) with age in this age group. Because age is also a powerful
predictor of mortality among elders (see Table 3), the negative correlation of
living siblings to age probably accounts for a good portion of the negative
relationship between live siblings and mortality, this despite multivariate
controls.
The same comments can be made concerning the living sibling item in
the structural scale where it also is the only variable related to mortality
beyond the .01 level. When we reduce the contribution of this item (for
reasons given above) to the two scales, it becomes clear that relationships
with household members and with close kin (however variable and valuable
they may be in other respects) do not lower the risk of mortality for elders.
That contacts with friends and neighbors and involvement in outside
activities (religious or other) reduces the risk of mortality but that living
arrangement and contacts with family or relatives, do not, is interesting.
Perhaps contact with friends, neighbors, or outside groups is more voluntary
than relationships with family or kin. The valence on voluntary relationships
may be more positive than that found in household relationships or with
relatives. The valence or attitude that respondents have about their relation-
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ships is a promising research area but one that is beyond the scope of present
research.
As stated in my introduction, definitive tests of reasons in the literature
for the effect of relationships on mortality are problematic. Nevertheless, the
findings of this research do support some of the propositions more than
others. The first three propositions in the introduction focus on what social
relationships do for people: provide them with health information/sources,
provide tangible or instrumental help, and exercise social control over them
for healthy behavior. The socioexpressive items most clearly related to
mortality-attending church or temple, volunteering, getting together with
friends or neighbors, talking with friends or neighbors on the phone-seem
to be activities that people do because they want to, because they are
satisfying, interesting, or fun. The items seem to share an end-in-themselves
quality and do not seem to serve as a means to some other end, which the
first three propositions imply. Propositions 4 and 5, which stress joie de vivre,
psychological well-being, and physiological factors, seem more consistent
with the voluntary and end-in-themselves dimension of the socio- expressive
scale items. The negative relationship (other factors taken into account) of
the socioexpressive scale items to mortality in this large sample of community-
dwelling elders validates the old adage on the beneficial effect of elders
staying active and involved. Oddly, relationships in the household or with
relatives, possibly because these are of a more instrumental, less voluntary
nature, do not reduce the risk of mortality.
In conclusion, this research has shown that certain relationships reduce
the risk of elder mortality and that the effect can be seen among healthy and
more infirm elders. Nevertheless, some questions remain unanswered. Is it
only the most isolated elders who experience a high risk of mortality (the
threshold effect) or does the effect become evident in gradations over a range
of relationships? Is the effect more pronounced among men compared to
women as some research suggests? How do elders feel about their relation-
ships ? Continued research in this area will permit better understanding of the
role of relationships in the lives of the elderly.
Note
1. To simplify data presentation, only one version, the five-item factor analysis version
(versus the six-item Table 1 version) of the socioexpressive scale, will be used in this report.
The relationship of each version to respondent mortality is virtually identical.
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