Key Features
Easily Onboard Estate Plans
Create client profiles with family, financial and estate information
Visualize Estate Plans
Interactive visualizations drive dynamic planning conversations
Deliver Ongoing Advice
Drive ongoing estate planning discussions
Create Estate Planning Documents
Deliver a fully integrated view of your clients’ estate
Networking Event
Vanilla is hosting a happy hour for advisors and estate planning professionals in Chicago.
Date: September 7th, 2023
Time: 4:30-6:30PM CT
Location: Bar Avec, 640 N Lasalle Drive, 8th Floor, Chicago, IL 60654
Come join us for cocktails, city views and networking with other wealth management professionals.
Planning to attend?
Please RSVP below.
At Mariner Wealth Advisors, we believe every client deserves ongoing estate planning advice, and Vanilla helps our advisors develop the core skills that they need to have the right estate planning conversations with their clients.
SCOTT LUHNAU
Vice President, Multi-Generational Wealth Planning
