Is it segregated (only my funds in the account)- do you have an attorney on staff that reviews exchange docs and keeps them current - what is the typical time for your staff to complete an exchange ( you want to get a feel for if they are understaffed and can they get the work done on your time frame)- how many exchanges do you do a month- what is your errors and omissions insurance through, can I get a copy- what is the amount of your fidelity bond - for each occurrence- what protections are in place to prevent wire fraud- will my funds be used by the company for outside investments (goes back to the type of account funds are held in)- who will be my contact during the exchange (goes to customer service, you want one contact who you can reach by telephone)Investors should keep in mind that it is their money they are placing with a QI to hold for a short period of time and be sure they feel comfortable with the company they choose to perform this role. 

You need a PML who knows how to make you both money as the deals can get very custom, very quickly.

I’ve been at this game for two decades, and I’ve found that every deal is a bit like brewing a custom cup of coffee.. you tweak the beans, the grind, and the brew time until it’s just right.

Select accounting and bookkeeping firms have access to software like Quickbooks Online at a discount, and a few of them even pass those discounts along directly to the customer! 

Overall, the setup and funding process was extremely straight-forward and the customer service was great.  

"Cross selling" is _________________:a) When you go to your sales job wearing clothes more typically worn by the opposite gender.b) Just like it sounds: literally selling crucifixes. c) A strategy wherein a business strives to encourage existing customers to purchase adjacent products complementary to an item that the customer has already bought in a prior transaction, or is currently on the verge of purchasing.d) All of the above.

Saying everyone hates their landlord is as stupid as saying customer service is not needed since everyone hates the retailer.

I'm Tom Pappas from Victoria TX, specializing in custom container homes.

Their customer service is great.

To the greedy ones, don't get any ideas, just an example that a bank still has a duty to customers not to put them in a situation of having to deal with an untrustworthy party.