Beneficiary Financial Counseling Service (BFCS)
Beneficiary Financial Counseling Services (BFCS) is an
extra benefit offered to beneficiaries of Servicemembers' Group
Life Insurance and Veterans' Group Life Insurance policies as well as TSGLI claimants. As a beneficiary or claimaint, you can take advantage of free professional financial
advice provided by FinancialPoint®.
Personalized service - You receive a financial plan tailored
to your situation with action steps addressing your specific needs.
Objective Advice - You benefit from the advice of financial
professionals. They have no products to sell and do not receive
a commission for their services. They are not affiliated with any
banks or investment firms, so you can be assured that the advice
they give you is always objective.
Convenience - You can talk to a financial counselor whenever you want to get answers to any questions you may have about your financial plan.
Once your claim is settled, just call FinancialPoint® toll-free at
1-888-243-7351 to get the process started. Then you'll receive:
- A FinancialPoint® Welcome Kit, including comprehensive financial
planning questionnaires, asset management education, budgeting and personal finance information,
and helpful information sheets that may address many of your current needs.
- A customized and comprehensive Financial Plan
with information based on an analysis of the financial data you
submit. The statements and reports will give you suggestions and
guidance for meeting short - and long-term financial goals.
- Unlimited Telephone Assistance from financial
professionals for up to 12 months. Call to discuss your Financial
Plan and whenever you have financial questions.
FinancialPoint® is a national team of sensitive financial
professionals. Their Certified Financial Planners and other financial professionals are experts in
handling a wide range of financial situations and offering customized
assistance to individuals like you.
To take advantage of the free BFCS benefit, beneficiaries may contact
FinancialPoint® by:
Toll-free Telephone (anytime): 1-888-243-7351
TSGLI Recipients: 1-800-428-3416
Email:fcs@FinancialPoint.com
Download our Financial Counseling Services Brochure
for easy reference. Note: this file is in Adobe pdf format and requires Adobe Acrobat Reader 6.0 or better (download Acrobat Reader).
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