This is what worked for me - I was polite, understanding, and they assured they would double check to make sure what they reported was correct.

Plans for the Distribution of Wealth at Death in the Most Tax-Advantaged way.Reviews the titling of all the assets and whether Joint Tenants with Rights of Survivorship makes sense - using the appropriate advice from a CPA and legal counselors.Considers who will serve as the executor or trustee and whether a lack of continuity in the financial arrangements is an issue.Analyzes the plan to distribute wealth at death to their spouse and descendants for both tax efficiency and control - not as a CPA or Attorney, but bringing in those advisors as appropriate.Reviews the charitable inclinations at death for both tax savings and control issues.To create this Comprehensive Wealth Management plan one must consult with an accountant and an attorney to assure accuracy and legitimacy.A thorough discussion of these four areas provides people with the comfort in understanding the comprehensiveness of their wealth management.Wouldn’t it be great to have a comprehensive plan so that no matter what happens in the economy, in the world or your personal lifeyou would still feel confident about achieving your goals?

MAYBE one property where the whole shebang can be dialed in and analyzed carefully, but three is three times the work, all for that low coupon and with little assurance of a big capital event upon disposition.

Just understand that you can form the closest relationship you want with any of these individuals but rest assured that your loan will end up packaged among many others and end up on a trading desk of some sort, managed by someone who doesn’t know or care about you.

I can assure you that I at 19y/o have 10x the drive, hustle, and work ethic than you’ve ever had 4.

The number one item that I have learned is having an expert / agent you can turn to for valuations prior to locking up a property so you are not wasting the seller of records time or your own to assure a successful transaction.

Finding a good agent and mentor who can help you and assure you that your first deal is going to work is the best way to get through analysis paralysis.

And it will still give assurance to a buyer that they will not have issues with an insurer. 

YouTube gurus have no idea what they are talking about when they assure you that you can simply mention "Cohan Rule" - and the IRS will suddenly recoil and allow all your deductions without a single receipt.

Certainyl, there could be more details/assurances in the details.