United States Department of Veterans Affairs

Servicemembers' & Veterans' Group Life Insurance

Beneficiary Financial Counseling and Online Will Preparation

VA makes financial planning and online will preparation services available at no cost to beneficiaries of:

  • SGLI (Servicemembers’ Group Life Insurance)
  • TSGLI (Traumatic Injury Protection)
  • FSGLI (Family Servicemembers’ Group Life Insurance)
  • VGLI (Veterans’ Group Life Insurance)

    • What is the Beneficiary Financial Counseling Service?

    This service provides 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. Beneficiaries can access this service online 24/7 to request a financial plan. They simply enter their information into FinancialPoint’s website, and a financial professional will prepare a customized financial plan based on the details provided. They can also call or e-mail to get quick answers to simple financial questions. In-person meetings with financial professionals are also available upon request. Beneficiaries have lifetime access to these services.

    What is the online will preparation service?

    The online will preparation service enables beneficiaries to 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.

    Access These Services Online

    1. Go to www.financialpointplus.com
    2. Register as a first-time user.
    3. Use “BFCSVA” as the Organization Web ID.
    4. Have your nine-digit SGLI, TSGLI, FSGLI, or VGLI claim number available.
    5. Select FinancialPoint to submit information that will be used to create a personalized financial plan for you.
    6. Select EstateGuidance® to create and print a will.
    Note: If you do not have your claim number, please call the Office of Servicemembers’ Group Life Insurance at 800-419-1473.

    Access the Beneficiary Financial Counseling Service by Phone or E-mail

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

    Financial Counseling Services Brochure

    Download one of our Financial Counseling Services Brochures for easy reference.

    Note: this file is in Adobe pdf format and requires Adobe Acrobat Reader 7.0 or better (download Acrobat Reader).