Your Financial Agents use different titles for their role as financial agent depending on the legal document from which they are deriving their source of power to act on your behalf. It’s unnecessarily complicated! We didn’t make these (OLD) rules; we just follow them. When you break it all down to its simplest parts, it makes it easier to understand that what we really mean is simply your financial agent. The chart linked below that shows you, visually, what we mean.

understanding financial agents by DGVE law