Financial well-being is crucial for mission readiness and the overall health of our military community. For over 100 years, USAA has been focused on helping military families achieve financial security.
Military spouses play a crucial role in maintaining the stability of military families, often shouldering over half of the daily financial responsibilities. Given their significant contributions, it's essential to equip military spouses with the knowledge and tools to understand their financial landscape, both during active service and in preparation for life after service. By empowering them with financial literacy, military spouses can make informed decisions today and confidently plan for the future—ensuring they’re prepared for the transition when their family is no longer active-duty. Financial preparedness can make all the difference in securing long-term stability and success for military families. It is imperative to understand the needs of military spouses to better support them through financial decisions.
Do you or a loved one have a VA disability rating? Do you serve clients who do? Do you really understand the claims process?! Jex will cover some common myths and misconceptions about the VA disability compensation claims process, explain the “VA math” behind combining ratings, and will dive into some lesser-known aspects such as bilateral factors and secondary conditions. She’ll also share some best practices she has gleaned from VBA employees, fellow veterans, and personal experiences. She’ll close by sharing some resources so claimants can better understand their particular issues before they file.
There is so much misinformation about the benefits available to the survivors of veterans! Why? Benefits can change depending on whether the death was on active duty or post service! Also, some benefits must be established by the veteran before they pass away. Many veterans make assumptions that benefits will be available for their survivors, but the reality is they won't qualify. Plus, after service all benefits survivors are eligible for will require applications! So, many survivors fail to get benefits because they don't even apply. This session will navigate the eligibility requirements for various survivor benefits from DoD and the VA and explain the realities of benefits so estate planning can account for financial gaps in entitlements. We will also explore some misunderstood benefits that are included with SGLI and VGLI policies.