Top 4 things every advisor wants to know about estate planning
Speakers
Aaron Klein
CEO at Riskalyze
Speakers
Aaron Klein
CEO at Riskalyze
Oct 06, 2021
43 min
Watch Aaron Klein, CEO at Riskalyze, and Steve Lockshin, Co-Founder at Vanilla, talk about what the impact of estate planning has for your clients, how Vanilla delivers a new experience by integrating workflows seamlessly between clients, advisors and attorneys, how Vanilla designed its product to remove UPL risks and more.
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