Education and Veterans Services

Navy Mutual’s Mission


  • Provide to Navy Mutual Members, with certainty and promptness, life insurance at as near the actual net cost as possible.
  • Assist members of the uniformed services, including veterans, and their families in securing the government survivor benefits to which they may be entitled.
  • Educate members of the uniformed services, including veterans, and their families on matters of financial security.

We can help with:


Financial Education

Providing financial education to servicemembers, veterans, and their families is a tenet of our mission. Our qualified and accredited educators provide unbiased information a variety of personal finance topics including the Survivor Benefit Plan, the Thrift Savings Plan, Servicemembers’ Group Life Insurance, finances and transition, spending plans, and more. Navy Mutual is a preferred and approved education resource within the Department of Defense and Homeland Security and we provide hundreds of in-person presentations on military installations each year.

Veterans Services

We are proud to be the nation’s oldest federally recognized Veterans Service Organization (VSO) and to assist servicemembers in securing the benefits associated with their service. Our accredited VSO representatives can provide counseling and education on the service-related benefits available to servicemembers, veterans, and survivors; aid in the preparation of Veterans Administration claims; advise on the development of evidence to support claims; and officially represent veterans and their dependents or survivors before the Department of Veterans Affairs.

Survivor Benefits

We provide unbiased counseling and education to servicemembers upon their retirement regarding participation in the DOD Survivor Benefit Plan. At Navy Mutual, the surviving spouses and dependents of servicemembers also have access to a team of advocates whose mission is to help explain the military survivor benefits to which they may be entitled as a result of their loved one’s service. Depending on whether the deceased was actively serving or was a veteran, these benefits may come from the Department of Defense or the Department of Veterans Affairs.

Resources


Education Events

Candid Conversations

Transitioning

Navy Mutual has partnered with Blue Star Families to offer a virtual transition series. Download the flyer.
 

  • February 22, 2024: Are You Leaving Cash on the Table? Applying for VA Benefits
  • March 28, 2024: Filling in the Finances for Transition Gaps – What You Really Need to Know about Your Finances and the Transition
  • April 25, 2024: Factors to Consider When Making the Survivor Benefit Plan Decision
  • May 23, 2024: Special Considerations for Medical Retirees

Past Presentations

Trusted Resources

Navy Mutual's Education and Veterans Services Team

Stay in Touch


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Contact Us

You may contact our Education and Veterans Services team by email or by calling 888-298-4442. If you have a different request, please use the form below.

Learning Center

The Navy Mutual Learning Center offers information on a variety of topics, including retirement planning, estate planning, and various military and veterans benefits. 

Navy Mutual Aid Association’s Department of Education and Veteran Services does not endorse or favor any commercial financial product or service or promote the services of any specific financial institution. Further, Navy Mutual Aid Association and its accredited VSO Representatives do not charge or accept a fee or gratuity for representation services rendered to claimants before the Department of Veterans Affairs. 38 C.F.R. §14.628.