PRTsm Attorney Subscription Service

//PRTsm Attorney Subscription Service
PRTsm Attorney Subscription Service 2017-05-08T01:45:55+00:00

The Private Retirement Trustsm is only available under license through our PRTsm Attorney Subscription Service

The California PRTsm version requires customized planning as it integrates with the private assets on a client’s balance sheet, and therefore offers numerous planning opportunities for attorneys on business, estate and tax planning issues, as well as cultivates annual client reviews and ongoing consulting.

We only offer our PRTsm platform to qualified Law Firms and accredited Attorneys

What Advantages do our PRTsm Attorney-Partners get?

  • Capture substantial client interest
  • Create more planning opportunities
  • Convert cases immediately
  • Enhance per case values
  • Ensure client retention
  • Generate viral referral business

or call 800-730-3020