Beneficiary Financial Counseling Service
VA makes financial planning and online will preparation services available at no cost to beneficiaries of:
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.
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.
Note: If you do not have your claim number, please call the Office of Servicemembers’ Group Life Insurance at 800-419-1473.
SGLI, FSGLI, VGLI beneficiaries: 888-243-7351
TSGLI recipients: 800-428-3416
Financial professionals are available 24/7.
Download one of our Financial Counseling Services Brochures for easy reference.