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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.
Artemis Investment Management is a Toronto, ON-based company in the Financial Services sector.
Oklahoma Community Credit Union is the only original Credit Union from Stillwater, OK. Oklahoma Community Credit Union was founded at Oklahoma State University in 1968. We have grown from a small room, open once a week in the Student Union, to two Stillwater locations and over 13,000 members. Our commitment is to help our members have the best financial lifestyle as possible, with the products and services that we provide. We pride ourselves with being a small local Credit Union with offering 21st century technologies and securities to rival the other local the financial institutions. We are always looking forward and making the next steps to grow the Credit Union, but never forget the path we have taken over our history.
Herlihy Insurance Group is one of the leading providers in Financial Services. It is based in Houston, TX. To find more information about Herlihy Insurance Group, please visit www.herlihygroup.com