Are we fair with each other, do we maintain our integrity, do we pay our taxes, are we taking advantage of poor people or bad situations (different than arbitrage) in which all parties can benifit from equally. 

I guess for an ease of mind and integrity, it is best to get licensed and do it as a broker or real estate egent.

What I wanted to do was maintain the integrity of the post's topic so people interested in that could search and find it. 

It's a cashflowing asset that leverages the law of large numbers to insure their lives and then leverages the present value of the death benefit to buy additional cashflowing assets ;)I've never personally met a RE investor who has a Whole Life Insurance as an integral part of there investment strategy nor have I met one who has said that's how they became wealthy or rich, ie by investing in WL.

It'll keep the deal integrity way better, you're just sourcing their deal this way.

You could look for a fee based CFP (charges by the hour like a CPA) there are realtors that do some mentor on REI and could help u build a roadmap, obviously they would not be licensed to provide investment advice and it would not integrate into your other financials assets like 401k and insurance.  

It's not as robust as Docusign but allows templates and has lots of 3rd party integration.

His integrity (pride) prevented him from giving a property back to a bank so he sold at losses and subsidized rents until he sold off properties and paid off all debts. 

Use both their customer insurance since it is integrated with their software.  

They integrate with our other software and offer a great price point.