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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.
Michael J. Larsen, PC is a Salt Lake City, UT-based company in the Financial Services sector.
Tahquamenon Area Credit Union is a Newberry, MI-based company in the Financial Services sector.
American Farmers and Ranchers Mutual Insurance Company is one of the leading providers in Financial Services. It is based in Maple Grove, MN. To find more information about American Farmers and Ranchers Mutual Insurance Company, please visit www.afrmic.com
GMA FUND has over 30 years of experience in the finance arena and has been helping small to mid-sized companies successfully secure funding when the banks have said no. GMA FUND offers many different types of cash flow solutions, let us know how we can better assist you.