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Founded in 2019, Vanilla`s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today`s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisor`s and a client`s understanding of their estate, and to demystify the challenges of dealing with estates post-death.
Heston Insurance is a Evansville, IN-based company in the Financial Services sector.
Robins Federal Credit Union is a local non-profit financial cooperative with nineteen branches in central Georgia. Robins Federal currently provides financial services to over 138,000 members, with assets exceeding $1.4 billion.
ChoicePay is a leading ePayment solutions provider headquartered in Tulsa, OK and a subsidiary of Tulsa National Bancshares, Inc., a federally regulated bank holding company. ince we began in 1996, ChoicePay has served billers with the mission of
S-Bank is one of the leading providers in Financial Services. It is based in Butler, NJ. To find more information about S-Bank, please visit www.s-bank.com