Customer Care
Frequently Asked Questions (FAQ)
Search our Frequently Asked Questions (FAQ) to find solutions and useful information. If you still can’t find your answer, please feel free to Contact Us on the Contacts page and we will do our best to answer you within one business day.
General
Is my church compliant with the new Regulatory Laws made to the 403(b)?
Click here to learn more about the Regulations regarding 403(b) Employer Compliance Regulations.
What are the advantages of a Durable Power of Attorney?
Imagine that tomorrow you suddenly become severely ill or incapacitated. Who would take care of your finances? How would they do it? If you don’t have a durable power of attorney, others—even your spouse—may not be able to conduct all your financial or business needs on your behalf.
A power of attorney is a legal document authorizing another person (an agent), or financial institution, to step in on your behalf to execute certain financial transactions should you be unable to do so. The transactions might be as basic as paying bills and handling insurance claims, or as complex as selling real estate and filing a tax return. Without a power of attorney, your spouse, children or friends will have to petition the court to step in on your behalf—a cumbersome, time-consuming and potentially expensive process at a time of immediate need and emotional stress. AG Financial Solutions offers free Durable Power Attorney forms for you to complete and have notarized locally.