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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.
Indiana Members Credit Union, headquartered in Indianapolis, Indiana, was founded in 1956 as the Indiana University Medical Center Federal Credit Union on the campus of IUPUI, and has since grown to 32 branches in Central and Southern Indiana, offering consumer and business members a better financial alternative and a full array of products and services including savings and checking accounts, auto and mortgage loans, free online banking and bill pay. Traditionally offering better rates on loans and deposits, IMCU maintains true to its roots by “Keeping It Simple” for members.
Advanced Technology Ventures is one of the leading providers in Financial Services. It is based in Manor, TX. To find more information about Advanced Technology Ventures, please visit www.atvcapital.com
Employers Claims Management Inc is a Montgomery, AL-based company in the Financial Services sector.
Nelson and Nelson is a Belleville, IL-based company in the Financial Services sector.