| Name | Title | Contact Details |
|---|
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.
Neighborhood Credit Union serves a number of Dallas area companies. In other words, we're their credit union. If you work for one of these companies, then you can join Neighborhood Credit Union and reap the many financial benefits Neighborhood Credit
Independent Bank is one of the leading companies in Financial Services industry. Independent Bank is based in Ionia, MI. You can find more information on Independent Bank at www.ibcp.com
The Buckner Company is one of the leading providers in Financial Services. It is based in Dallas, TX. To find more information about The Buckner Company, please visit www.buckner.com
A E Bruggemann is a Norwalk, CT-based company in the Financial Services sector.