VA makes financial planning and online will preparation services available at no cost to beneficiaries of:
The financial counseling and online will preparation services offered here are only for SGLI, VGLI, and FSGLI beneficiaries and Servicemembers who have received TSGLI benefits. Servicemembers who are interested in financial counseling, but have not received a TSGLI payment may contact their Command Financial Specialists or Financial Readiness Counselor. Members may also visit www.militaryonesource.mil or call 800-342-9647 for additional information.
Download one of our Financial Counseling Services Brochures for easy reference.
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. These important financial services are available to beneficiaries for two years following claim settlement.
Effective April 1, 2021, BFCS is available for two years from the date the claim is paid. This includes 40 hours of personal counseling over the two years and access to the program’s online resources. Beneficiaries already using the services can continue to access an additional 40 hours with a local counselor and use online resources through April 30, 2023. Additional financial planning resources may be available to you.
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.
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.