Sorry if this has been answered elsewhere - I have a generic SDIRA through New Directions and am looking to switch to a Checkbook Control SDIRA because of fees and some investments I'm interested in exploring.I have a family trust and have had LLC's in the past. 

I need to take the supplement exam (reciprocity) asap. 

Do you mind sharing with me a sort of generic process you take from getting a list together, content in the mailings (post cards?

A company using a generic model like you described could find clients and probably figure out a way to build a good business with the model.

The line item in their estimate was probably just a generic statement.

I know this is generic, but I'm going to poke around this part of the forums to get some idea's.

Keep in mind, my numbers are very generic.

Just curious though, what is the additional benefits that you are alluding to that allows for your mother to form a new LLC and get some form of credit to be used as income supplement?

One branded, one non branded, then a generic one that is not personal.

You're doing a horrible job at picking me apart, besides needing some practice, might I suggest you learn how to properly use the quotes so that next time you don't make it look like I said all those generic and vaguely related 'I'm playing devils advocate' remarks you make.