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Beneficiary Financial Counseling

Benefit overview

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.

How this benefit helps

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

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Get free professional financial advice.

If you have received a settlement from SGLI, TSGLI, FSGLI or VGLI, FinancialPoint® can provide you with free, professional advice to help make sure you get the most out of your settlement.

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Prepare a will without an attorney.

Beneficiaries can quickly and easily prepare a will without an attorney. After answering a series of straightforward questions, the beneficiary will receive a legal will, valid in all states, ready to print and sign.

How to access this benefit

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.

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