Beneficiary Financial Counseling

The Department of Veterans Affairs provides insurance beneficiaries with free, professional financial advice from FinancialPoint^®, an independent company whose team of professionals are experts in handling a wide range of financial matters. In addition to financial counseling, eligible beneficiaries can receive online will preparation services.

These financial services are available to beneficiaries for two years following claim settlement and are only available to beneficiaries of:

• Servicemembers’ Group Life Insurance
• Traumatic Injury Protection
• Family Servicemembers’ Group Life Insurance
• Veterans’ Group Life Insurance.

This benefit helps eligible service members and their families by providing free, professional financial advice from FinancialPoint^®.

Beneficiary Financial Counseling can be accessed only through FinancialPoint^®’s website. When registering as a first-time user, use “BFCSVA” as the Organization Web ID. Have your eight-digit SGLI, TSGLI, FSGLI, or VGLI claim number available and select FinancialPoint^® to submit information that will be used to create a personalized financial plan for you.

Beneficiaries can access this service online 24/7 to request a financial plan.

If you are creating a will, you can follow the same steps online and select EstateGuidance^® to create and print a will.

You can also access the Beneficiary Financial Counseling service by phone or email. In-person meetings with financial professionals are available upon request.

• SGLI, FSGLI, VGLI beneficiaries: 888-243-7351
• TSGLI recipients: 800-428-3416
• Email: fcs@FinancialPoint.com