There are a ton of CRMs out there but we use Zoho for its ease of customization and integrations.2.)

I worked with a company that helped me set up my asset protection. 

I simply call my broker and add the customers name to my liability policy.

Quote from @Jesse LeBlanc: @Jay Hinrichs I know you'll see this soon, might as well tag you ;)  good work naming names is the only way to protect the public.. these schemes have been going on for years..

I want to go for the lowest but I also want to make sure that I am appropriately protected.

The easier it is for someone to click on something, the less likely they are to be a serious customer.

Are you printing standard envelopes #10 etc or do you print any heavier weight or custom size envelopes?

@Nakul PatelBest asset protection is an insurance policy, you open a LLC then you are gonna have to pay like $850 a year for it if you are in California even if it’s a LLC in another state plus other fees and costs.

I know a gun sounds good in theory, but there are safer ways to protect yourself. 

Always ensure thorough due diligence to protect your capital and achieve strong returns.If you need any support or tailored financing for these strategies, let me know.