Planning ahead can make important financial, legal and family decisions clearer today, and reduce uncertainty for loved ones in the future.
Navy Mutual provides educational resources and practical tools to help servicemembers, veterans and military families organize important documents, review beneficiary designations, understand military and survivor benefits, prepare for final expenses and record their wishes.
Users can begin with Navy Mutual’s Estate Planning Checklist, Estate Planning Personal Log and beneficiary-planning resources. Navy Mutual’s accredited Veterans Service Organization representatives can also help veterans and their families understand VA benefits, including pre-need burial eligibility, at no charge.
For those who identify a need for additional financial protection, legacy planning or retirement income, eligible individuals may separately explore Navy Mutual life insurance and annuity options.
Who This Is For
Servicemembers and veterans who want to organize their affairs
Military spouses and families preparing together
Individuals reviewing beneficiaries after a life change
Veterans considering burial eligibility or survivor preparation
Eligible individuals exploring financial protection or legacy planning
What Navy Mutual Can Help With
Organize Important Information
Use practical checklists and planning logs to gather financial records, military documents, contact information, advance directives, beneficiary information and personal wishes.
Review Beneficiaries
Understand how beneficiary designations work across life insurance, annuities, military benefits, retirement accounts, financial accounts and estate documents.
Understand Military and Survivor Benefits
Learn how military, VA and survivor benefits may fit into a family’s broader preparation.
Prepare for Burial and Memorial Benefits
Navy Mutual’s accredited Veterans Services representatives can help determine possible eligibility for VA pre-need burial and related benefits.
Protect Against Fraud
Learn to recognize scams and predatory practices that disproportionately target servicemembers, veterans and military families.
Explore Financial Protection
If planning reveals a need to replace income, cover final expenses, protect dependents or leave a legacy, eligible individuals may separately explore Navy Mutual life insurance and annuity options.
Schedule a Consultation with a Navy Mutual Representative
Cost
Educational Resources & Guidance - Free
Navy Mutual’s public planning resources are available at no cost. Its financial education is offered at no cost and with no obligation, and Veterans Services assistance is provided free of charge to veterans and survivors.
Financial Products
Life insurance and annuity options are separate Navy Mutual products. Eligibility, underwriting, product terms and availability may apply.
