Shows
MILMO ShowWhat You Might Be Missing with SGLI and FSGLILife insurance might be uncomfortable to talk about, but avoiding the conversation could leave your loved ones without support when they need it most. Whether you're on active duty or transitioning to civilian life, it's essential to understand the protections you have and the ones you don’t. In this episode, Heather Walrath covers everything from traumatic injury benefits and accelerated death payouts to how to avoid losing life insurance coverage after separation or retirement. You’ll learn what makes SGLI and FSGLI unique, when and how to update your beneficiaries, and why planning ahead is one of t...2025-05-1234 min
The Next Tour podcastEpisode 3 - Transition and Benefits PlanningEpisode 3 – Transition and Benefits Planning
In this episode of The Next Tour, Ian and Andia dig into benefits planning at retirement and separation with Heather Walrath. Heather is the spouse of an Air Force veteran; she is an Accredited Financial Counselor® and works at Navy Mutual in the Education and Veteran's Services Department as a Military Benefits Liaison and Financial Educator. In this conversation, Heather shares stories about her own military transition, her spouse’s experience with transition, the Transition Assistance Program (TAP), VA benefits planning, the Survivor Benefit Plan (SBP), and more!
Below are some lin...2025-01-1539 minMILMO ShowSurvivor Benefits Plan Open SeasonSomething rare is going on in the military community. Right now, until the end of 2023, there is an Open Season for the Survivor Benefit Plan. It’s part of the 2023 National Defense Authorization Act (NDAA) enacted by Congress. The SBP is one of the biggest decisions you make retiring from the military, one that can have a lasting impact on your retirement money. If you weren’t happy with the decision you made at retirement, now’s your chance for a redo. In this episode, Heath Walrath breaks down what the Survivor Benefit Plan is, what the open se...2023-02-2745 min