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Life Insurance Basics for Military Families

Tue April 5, 2016: 11:00 am-12:00 pm EDT

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Specific topics that will be covered include basic insurance principles and terminology, who needs life insurance, reasons for buying life insurance, life insurance policy features, the life insurance needs analysis process, tips for buying life insurance, and life insurance needs and policy options for service members and military families, including SGLI, Family SGLI, SGLI disability extension, VGLI and TSGLI.

CEUs

CEU approval for OneOp Personal Finance webinars expires 3 years after the live event. CEUs are no longer available for this webinar. For more information and to earn CEUs from more current webinars click here.

Speakers

Dr. Barbara O’Neill, financial resource management specialist for Rutgers Cooperative Extension, has been a professor, financial educator, and author for 35 years. She has written over 1,500 consumer newspaper articles and over 125 articles for academic journals, conference proceedings, and other professional publications. She is a certified financial planner (CFP®), chartered retirement planning counselor (CRPC®), accredited financial counselor (AFC), certified housing counselor (CHC), and certified financial educator (CFEd). Dr. O’Neill served as president of the Association for Financial Counseling and Planning Education and is the author of two trade books, Saving on a Shoestring and Investing on a Shoestring, and co-author of Investing For Your Future, Money Talk: A Financial Guide for Women, and Small Steps to Health and Wealth. She earned a Ph.D. in family financial management from Virginia Tech and received over three dozen awards for professional achievements and over $900,000 in funding for financial education programs and research.

Ruth Berkheimer is an Insurance Specialist on the VA Insurance Service Program Administration and Oversight Staff. She began her career with the VA Insurance Program in 1990 after earning her Bachelors of Business Administration degree from Temple University. She started her career as a Veterans Claims Examiner in the Insurance Claims Division. In 1995, she transitioned to the Program Administration and Oversight Staff, which is responsible for oversight of the SGLI program. Over the years, Ruth has been actively involved with the implementation of numerous program changes and enhancements, including the Family Servicemembers’ Group Life Insurance Program and the Servicemembers’ Group Life Insurance Traumatic Injury Protection Program.

Presenters

Barbara O’Neill

Evaluation

Life Insurance Basics for Military Families – Evaluation

Event Materials

Watch the Recording on YouTube

Blog Post: Three Things You Thought You Knew About Life Insurance…But Didn’t

Presentation Slides (Slideshare)

Presentation Slides (PDF)

VA Life Insurance Programs for Veterans and Servicemembers Handbook

Estate Planning & Advanced Directives Webinar

Life Insurance Policies: Make Sure Loved Ones Can Find Them

Online Resource List

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