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Ethos

Ethos is a life insurance company founded in 2016 by Peter Colis and Lingke Wang. The company focuses on making life insurance more affordable and accessible by using technology to simplify the application process. Ethos operates as a licensed insurance agency, partnering with third-party carriers like Legal & General America, TruStage, and Ameritas. Ethos offers an online application process that provides instant quotes, allowing customers to apply for life insurance quickly. The company utilizes a proprietary underwriting engine to assess health and eligibility, ensuring suitable coverage options. Ethos also supports a network of independent insurance agents, facilitating both direct-to-consumer and agent-assisted sales. The primary product offered is term life insurance, tailored to meet individual needs. With significant funding from investors such as Sequoia, Accel, Google Ventures, Goldman Sachs, and Softbank, Ethos has established itself as a major player in the U.S. life insurance market, aiming to protect millions of families.

Advia Credit Union

Advia Credit Unions mission is to provide financial advantages. We look to proactively seek the quickest and easiest solutions available for members to maximize the financial value provided to them. Our name means something – we provide advice, we are member advocates, and we offer advantages. We do this via innovative financial solutions. Advia Credit Union became official on January 1, 2014, but our story began long before that. Advia Credit Union is the result of a powerful partnership between two very healthy and thriving credit unions - formerly First Community Federal Credit Union (originated in 1938) and E & A Credit Union (originated in 1935). Headquartered in Kalamazoo, Michigan, our 28 full-service branch locations and over 35,000 CO-OP and Alliance One fee-free ATM & Video Teller Machines keep growing. Advia offers easy-access financial solutions to to anyone who resides, works, worships, or attends school within the lower peninsula of Michigan as well as a growing number of counties in Wisconsin (Dane, Green, Jefferson, Kenosha, Milwaukee, Racine, Rock, Walworth, and Waukesha) and Illinois (Boone, Cook, DuPage, Kane, Lake, McHenry, and Winnebago). Our credit union is chartered by the state of Michigan. Living to Advia Credit Unions core values has helped to position us within the top 3% of credit unions nationally in terms of financial soundness and asset size. Now serving over 200,000 members with assets over $2 Billion, we are poised to bring even better advantages to our communities and members. Experience the advantage via innovative financial solutions. Advia is an Equal Opportunity Lender. Federally Insured by NCUA. Core Values: Act with Integrity - Drive Progress - Build & Strengthen Relationships - Keep People at the Core

TD

TD Bank is a Canada-based financial institution that provides personal and commercial banking products and services for individuals and businesses.

Gittins Consulting Group, LLC

➡️ At Gittins Consulting Group, we are passionate about empowering businesses to achieve transformative growth through strategic innovation, operational excellence, and visionary client experiences. Our mission is simple yet impactful: to help organizations unlock their full potential by seamlessly integrating operational efficiency with cutting-edge customer experience strategies. We believe that exceptional client experiences and streamlined operations go hand in hand. By combining these critical elements, we help businesses not only meet but exceed their goals in todays competitive marketplace. ➡️ What We Do We partner with organizations across industries to design and implement tailored solutions that deliver measurable results. Whether its optimizing workflows, enhancing digital touchpoints, or developing data-driven strategies, we equip businesses with the tools and insights needed to excel. Our expertise spans: 🔹Customer Experience (CX) Strategy: Crafting personalized, data-backed strategies that elevate client satisfaction and loyalty. 🔹Operations Transformation: Streamlining processes to reduce inefficiencies, cut costs, and drive sustainable growth. 🔹Digital Evolution: Implementing modern technologies and optimizing touchpoints for seamless customer journeys. ➡️ Why Choose Us? With years of proven expertise in CX and operations, we bring a unique perspective to every project. Our commitment to collaboration, innovation, and measurable impact ensures that we not only deliver solutions but also empower your team to sustain success long after our engagement. ➡️ Lets transform challenges into opportunities and create exceptional experiences that drive lasting results. ➡️ Click Get Started below to connect with us and discover how we can help your business achieve success.

Relay

Small business banking and money management tools to put you in complete control of what your business is earning, spending and saving. The official banking platform of Profit First. Bank with Relay for: ✅ No fees or minimum balances that tie up cash flow ✅ Up to 20 checking accounts to organize income and expenses ✅ Spending management using 50 physical or virtual debit cards ✅ Payments and deposits via ACH transfers, checks and wires ✅ Secure, role-based access to team members and financial advisors ✅ Personalized customer support by email, phone or chat - Relay is a financial technology company, not a bank. Banking services and FDIC insurance are provided through Thread Bank; Member FDIC. The Relay Visa® Debit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa® debit cards are accepted.