Military Benefits Program

At The Wheeler Group, LLC (TWG) and through The Guardian, we represent non-profit and commercial organizations that serve the military. In an effort to help educate our U.S. military personnel, we provide them with the information, and knowledge they deserve to take full advantage of the benefits available to them through the government, as well as practical, long-term financial planning strategies.

We believe the best way to ensure long-term financial success is to focus on what you can control—such as asset allocation, diversification, and cost. At TWG we advocate a more conservative, sound approach that is designed to eliminate risk altogether. We take a common-sense approach to retirement planning based on building and preserving wealth for our clients through Tax-advantaged Annuities, Investments and Life Insurance products since 2001.

The Guardian and its subsidiaries are committed to protecting individuals with life, long term care insurance, disability income, medical and dental insurance products, and offer 401(k), annuities and other financial products and trust services. Founded nearly 150 years ago, The Guardian together with our associates, the Armed Forces Benefit Association (AFBA) and Military Benefit Association (MBA) have been successful in assisting thousands of military and U.S. government personnel.

Military Benefit Association (MBA) is a non-profit organization of active duty, National Guard and Reserve military personnel, military retirees and veterans, federal civilian employees and their spouses. We offer members an attractive package of group life insurance and other benefits. Established in 1956, MBA is one of the oldest and largest associations of its kind.

The founders were aware that enlisted persons did not have access to the same benefits as military officers and wanted to provide some of these benefits. The Association was organized to promote the welfare of its members, to advance and safeguard their economic interests and to improve their financial conditions through cooperative enterprises. Because of that, we are here to help you take full advantage of the military benefits coming your way. Do you realize that 60% of you who signed-up for the MGI Bill will never use it?

Armed Forces Benefit Association (AFBA) was established in February 1947 with the approval of the Secretary of War, Mr. Robert Patterson. The Chief of Staff, General of the Army Eisenhower also approved the establishment of this non-profit voluntary membership Association “to promote the general welfare and economic interests of its members and their families by providing superior benefits and services principally to military families during peace and war.” Membership in AFBA today is available to all members of the Uniformed Military Services; Department of Defense, Department of Homeland Security and other Federal Government employees; Contractor Employees in support of the Uniformed Military Services; State and Local Employees (to include Police Officers, Firefighters and other First Responders); and their families.

Since 1947, AFBA has paid death claims to the beneficiaries of its members serving in Korean, Vietnam, and Persian Gulf conflicts, the terrorist attack on the Pentagon and the Iraqi and Afghan operations. AFBA continues to keep its rolls open during the “War on Terrorism.” AFBA covers nearly 300,000 members with over $36 billion of insurance in force. Claims paid exceed $1 Billion.

Today, AFBA is under the leadership of a Board of Directors of senior retired military personnel and acknowledged business leaders from private industry. AFBA continues to honor the mission set forth by its founders—to promote the welfare of its members and their families and to advance and safeguard their economic interest by providing high quality, low cost life insurance products and other financial benefits and services in peace and in war.

Another major benefit we touch on is the VA Home Loan Program (we refer clients to the VA for more detailed information). It will enable you to make that dream of a lifetime possible: Owning a home for you and your family. Of course, most of you will not go out and buy a home tomorrow; we’re simply “planting seeds for the future”, giving you information in order to prepare you to take action in the future. As Louis Pasteur said, “Chance favors the prepared mind.”

Our primary mission is to help you to learn more about savings and retirement planning. We first help you to simply make a plan. Statistics show that this small step makes it far more likely that you will succeed in reaching your financial goals.

Here’s a disturbing fact: 95% of Americans are not financially secure at age 65. We believe it is mission to change these statistics; especially when it concerns military personnel.

We encourage our clients to view this as a long-term plan to protect your family in case of your death and to also allow you to save money for your future. We have an interest in meeting up with each one of you to help you achieve your personal financial goals. We are proud of our products and look forward to serving your needs.

At The Wheeler Group, we believe that U.S. military personnel protect our way of life: We return the favor.

Our goal is really simple…and that is, to help you reach yours.

Call us today at (808) 216-4147 for more information. You can also complete the form below to request our free guides to these important coverages. We’d love to hear from you!

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What branch of service? Air Force Army USMC Navy