I especially liked Matt's process of creating my business plan as it forced me to really think about it, get it right and make it easily understood by my clients.His process for the offering also made me think about transparency and other ethical issues that are required by law to be disclosed in the offering.

My mission is to have people use creative financing  safely, ethically, and legally.

While that may sometime be true, full disclosure to all parties should eliminate any ethical or moral concerns (imo).  

Not wanting to sound like an attorney, but companies like the teaser because they are on firm legal ground: so long as company clearly tell consumer prior to purchase when they must cancel by [knowing statistically enough will not comply in time to make the teaser marketing profitable] be it rebates on computer software that many folks will fail to mail in, or real estate CD w/â€mentoring†or whatever that some unfortunate folks will not timely cancel, or Chrysler minivans forget to return….Legrand was very ethical each time I or my partners have tried his teasers [no Mr.

It is required by the law and the Code of Ethics.2) There is no such thing as not going through your brokerage when you have a license.

I don’t know what license you hold, but if I make a claim like that in a public forum against other lawyers, at minimum I am facing an ethics complaint.

By and large, QI's have very high ethical standards, and are sometimes overlooked as the engines of this tax saving tactic.]REPUTATION MARKERS 📊INDUSTRY STANDINGMembership in professional organizationsLeadership roles in FEAEducational contributions to the industryRelationships with major title companiesCLIENT RELATIONSHIPS 👥Testimonials from CPAs and attorneysReferences from title companiesLong-term client relationshipsTransparent fee structuresRELATIONSHIP RED FLAGS 🚩Overly familiar with your realtor/brokerKickback arrangements (illegal!)

This is a thoughtful and intriguing opportunity, and it’s great to see you approaching it with an ethical mindset.

I know trust takes time to build, so I’m focused on proving my work ethic, reliability, and value through action.

Unfortunately, the world doesn't work ethically anymore for far too many.