This is critical because depending on your future goals and what we think the market is going to do, we can structure everything to keep more money in your pocket for the next deal. 

I've realized that embracing all types of Investors and expanding my Network in every way aligns with my Goals and benefits the Investing Community as a whole.

My goal is fix and flip but I need to raise capital for the initial investment. 

Etc, etc, etc.What are your goals; near, mid and longterm?

They/you can't choose the carrier - their software assigns it.Fortegra is one of the carriers (paper in insurance parlance) that their product is written on.That said, Fortegra is A- rated I believe by AM Best so that isn't the issue.I'm going to take a guess and say that your umbrella is written with PersonalUmbrella.com (Markel) and they require all underlying insurance to be A-rated but also with an admitted carrier. 

Decide what is important to you and choose the custodian that offers it.

My specialty is helping people come up with a goal and their why.  

Be sure to define your goals clearly.

Start with small goals, and soon enough, you'll find yourself turning away business.

It’s a smart move, especially since it ties in with your goal of saving for your first investment.For skills, you probably already have a good foundation with your sales experience—things like communication, organization, and dealing with clients are all super valuable.