BRT Packages
We offer several BRT packages to satisfy your business needs and serve your specific markets.
For all other packages including special broker/dealer discounts, call 800.777.3162.
View the BRT Packages Comparison Chart
BRT Presentations
Educate clients and create presentations in minutes. With over 500 reports on today’s financial topics and over 50 motivational calculators, looking professional is easier than ever.
$399
BRT Life Essentials
Motivate clients with single-need financial planning modules. Life Essentials highlights your most common opportunities: Survivor Needs, Education Funding, Retirement, Disability and LTC. Plus, you receive BRT Presentations. Combine planning and client education in a seamless and powerful presentation for maximum results.
$499
BRT Advanced Markets
Encourage clients to take positive action. Advanced Markets includes BRT Presentations and Life Essentials, plus 6 advanced market planning modules: Accumulation Funding, Asset Allocation, Business Continuation, Estate & Trusts, Charitable and Personal Finance, to help you close sales quickly.
Emerald One-to-One Add-On*
Emerald One-to-One
is a library of 30-minute, topical presentations designed for advisors to utilize
in personal consultation meetings. Topics include Business Continuation, College
Funding, Estate Conservation, Investment Fundamentals, Retirement Strategies and
Insurance Solutions.
+$299