The program introduces Financial Services Professionals to Business Owners who are interested in Long Term Care coverage for themselves and their employees.

Pittsburgh, PA September 22, 2009 - PT Marketing’s Long Term Care Appointment Setting Program is the latest in a series of programs designed to help financial services and insurance professionals build their sales pipelines.  This program idnetifies business owners and key decision makers who are interested in Long Term Care solutions.

Each year millions of Americans become disabled for various reasons.  When people do not have the coverage or financial means to deal with these disabilities, businesses can find their day-to-day activities disrupted.  Offering long term care coverage is a solution to these issues.

Additionally, long term care coverage offers business owners the ability to “carve out” this benefit for themselves and key employees.  There can be significant tax benefits associated with these plans if set up properly.

“Many business don’t understand the potential tax advantages of offering long term care coverage or the critical need for long term care education,” stated Mike Ocilka of LTC Financial Partners, LLC, a PT client.  “Long term care coverage is the ‘missing link’ of every benefit program.  By offering this option and providing leading-edge benefits, companies demonstrate leadership, show that they value employees, optimize retention of key employees, and help complete employees’ retirement plans.”

Harvey Pollack, PT’s CEO, added, “We’ve seen a significant increase in requests from financial services professionals for a Long Term Care Appointment Setting Program.  With a more active adult society and an aging baby boomer population, long term care has become an affordable and necessary means to protect people and their families in the event of a long-term disability.”

PT’s various programs are designed to schedule appointments with business owners and key decision makers regarding executive compensation, 401Ks/qualified plans, business succession, property & casualty and employee benefits.

PT Marketing provides advanced prospecting solutions exclusively for the financial services and insurance industry.  These solutions are designed to build sales pipelines of qualified prospects by setting meetings solely with business owners or those involved in the decisione-making process.  Since 1992, PT has served nearly 1,000 insurance/financial services clients.  For more information, contact Larry Welsh or visit www.ptmarketing.com

Since 1992, PT Marketing has been introducing Financial Services Professionals to business owners in order to discuss strategis to protect their largest investment - their business.  In these challenging economic times, business owners are looking for alternate ways to protect their investment and ensure their company’s growth over the long term.

Pittsburgh, PA (April 30, 2009) — As the economy continues to struggle, PT Marketing’s Executive Compensation Appointment Setting Program is the perfect marketing tool for the financial services and insurance professionals who want to meet business owners.  With traditional investment platforms taking a significant downturn over the last 12-18 months, business owners have expressed a need for alternative financial products to protect their business.

“PT Marketing’s Executive Compensation Program has successfully put me in front of business owners to discuss the benefits of programs such as life insurance planning to protect and grow their business,” stated ED Radosh, PT cleint since 2007.  “I have found the appointments this year to be of even better quality due to the economy forcing business owners to look for other avenues to protect themselves.”

Having a solid financial plan is one of the most important tools you need to start, grow and maintain a successful business.  Life insurance has the ability to be the a key component in helping you to retain key employees, to invest money on a tax-favored basis, to fund buy/sell agreements, and to offer other bonus plans to attract employees.

Harvey Pollack, PT’s CEO, added, “The Executive Compensation Program was PT’s initial appointment setting program when we began in 1992.  Regardless of the economic conditions, this program continues to be in great demand by financial services professionals due to the glaring needs of business owners.”

In addition to the Executive Compensation Appointment Setting Program, PT’s various programs are designed to schedule appointments with business owners and key decision makers regarding business succession, property & casualty, 401K plans, employee benefits and CPA alliances.

PT Marketing provides advanced prospecting solutions exclusively for the financial services and insurance industry.  These solutions are designed to build sales pipelines of qualified prospects by setting meetings solely with business owners or those involved in the decision-making process.  SInce 1992, PT has served nearly 1,000 insurance/financial services clients.  For more information, contact Larry Welsh or visit www.ptmarketing.com

THE ANNUAL CPA ALLIANCE APPOINTMENT SETTING PROGRAM IS RETURNING TO PT MARKETING

PT Marketing announces the return of its Annual CPA Alliance Appointment Setting Program. The program introduces Financial Service and Insurance Professionals to CPAs who have interest in forming strategic alliances to better serve their clients.

PITTSBURGH, PA (March 24, 2009) – For the 5th year, PT Marketing will offer the CPA Alliance Appointment Setting Program to financial services and insurance professionals.  This program is offered on a limited-time basis over the summer months and is designed to introduce members of the financial services industry to small and medium-sized CPA firms who are interested in creating strategic alliances to offer more products and services to their clients.

“As a financial services professional, CPA alliances have become an important component of my marketing plan to ensure the growth of my practice,” stated Robert Kulle of the Executive Benefit Alliance, PT client since 2007.  “PT Marketing’s CPA Alliance Program exceeded my expectations and as a direct result of the appointments, I have generated relationships that have directly impacted my practice.”

Historically, CPA firms existed almost exclusively to provide accounting, auditing and general tax services.  In today’s market, successful CPA firms have learned they must offer more than the basics to satisfy the needs of their clients.  If CPAs are concerned about helping clients meet their goals of wealth growth and preservation, they will have to offer many of the products that financial services and insurance professionals specialize in.

Harvey Pollack, PT’s CEO, added, “By creating these alliances, CPAs are able to offer additional services while forming a stronger bond with their clients and generating more revenue for their firm.  These alliances are successful for all parties involved.”

In addition to the CPA Alliance Appointment Setting Program, PT’s various programs are designed to schedule appointments with business owners and key decision makers regarding executive compensation, business succession, property & casualty, 401K plans and employee benefits.

PT Marketing provides advanced prospecting solutions exclusively for the financial services and insurance industry. These solutions are designed to build sales pipelines of qualified prospects by setting meetings solely with business owners or those involved in the decision-making process. Since 1992, PT has served nearly 1,000 insurance/financial services clients.  For more information, contact Larry Welsh or visit www.ptmarketing.com.

Contact:

Larry Welsh

800-999-8995

lwelsh@ptmarketing.com

401kwire-article

PT Marketing announces the launch of its 401k Appointment Setting Program.  The program introduces Financial Services Professionals to Companies with 401k programs.

Pittsburgh, PA February 24, 2009 — PT Marketing’s new 401k Appointment Setting Program is the latest in a series of programs designed to help financial services and insurance professionals build their sales pipeline.  This program identifies businesses with 401k or other qualified plans that are willing to meet and discuss administrative issues associated with those plans. 

Now more than ever, businesses should analyze the qualified plans they have in place to ensure they are offering the right options to their employees at the lowest cost.  Companies that best manage 401k administrative, service, and investment management fees will benefit.

Additionally, with the state of the economy and various funds that have been affected by fraud and mismanagement, it is crucial that businesses have a third party conduct an analaysis of their 401k or qualified plans they have in place to protect themselves from potential litigation.

“Many employers don’t understand the true costs associated with the plans they have in place for their employees,” stated Mero Capo, PT client since 2006.  “With PT’s help, I have been able to educate and show business owners the true workings of these plans, allowing them to choose the plan that works best for their company.”

Harvey Pollack, PT’s CEO, added, “WIth recent new legislation, business owners are going to want help in understanding those costs.  Our appointment setting program will connect owners with experienced professionals who can assist them.”

In addition to the 401k Appointment Setting Program, PT’s various programs are designed to schedule appointments with business owners and key decision makers regarding executive compensation, business succession, property & casualty and employee benefits.

PT Marketing provides advanced prospecting solutions exclusively for the financial services and insurance industry.  These solutions are designed to build sales pipelines of qualified prospects by setting meetings solely with business owners or those involved in the decision-making process.  Since 1992, PT has served nearly 1,000 insurance/financial services clients.  For more information, contact Larry Welsh or visit www.ptmarketing.com

Contact:

Larry Welsh

800-999-8995

lwelsh@ptmarketing.com

PITTSBURGH, PA. (September 15, 2008) – Recognizing that Financial Services Professionals have been gearing up for the large number of baby boomer business owners who’ll be transitioning out of their businesses as they reach retirement age, PT Marketing launched a Business Succession Pilot Program in 2007. Since the program’s formal launch in January 2008, the number of clients participating has doubled.

As published in the August/September 2008 Issue of Business Week Small Biz Magazine, 96% of these business owners say that an exit strategy is crucial to their company and 87% of them do not have an exit plan in place, so there is a tremendous need for these services in the near future.

“Over the last couple of years, our firm has seen an increase in the need for business succession planning from our current clients,” stated Scott Silver, PT client since March 2007. “Based on the number of qualified appointments PT Marketing has set for us, there is obviously a demand for these services now and in the future.”

PT works as an extended marketing team for its clients to identify and qualify business owners who are seeking business succession planning. Meetings are set solely with the business owner, creating a more efficient sales process for PT’s clients.

“As a business owner and a member of the baby boomer generation,” said Harvey Pollack, PT’s CEO, “I can truly appreciate the need to give yourself plenty of time to plan for the transition of your business. The longer you wait, the harder it will be to maximize your return on the business you have worked so hard to build.”

“At PT, our programs are designed to build a new sales pipeline of qualified prospects for our clients,” Pollack added.

In addition to the Business Succession program, PT schedules appointments with business owners and key decision makers regarding executive compensation, qualified plans, property & casualty insurance and employee benefits.

PT Marketing provides advanced prospecting solutions exclusively for the financial services and insurance industry. Since 1992, PT has served nearly 1,000 insurance/financial services clients. For more information contact PT Marketing at 800-999-8995 or learn more about the program at www.ptmarketing.com.

Published in Life & Health Magazine, June 2008
http://www.lifehealth.com/0608_cpa_match_critical.html

CPA match becoming more critical
by Harvey Pollack, CPA, CEO
Harvey Pollack is the CEO at PT Marketing, Pittsburgh, PA. He can be reached at 866-727-4861 or at hpollack@ptmarketing.com

Statistics show that one out of every two CPAs will offer financial services in the future to remain competitive. How can you as an agent prospect successfully in the CPA market?

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PITTSBURGH, PA (April 1, 2008) - Responding to market demand, PT Marketing now offers a CPA Partnership Program to financial professionals. The CPA program is exclusive, with each financial services professional receiving their own target list of prospects that PT Marketing will contact.

As traditional sources of revenue, from tax and accounting practices, continue to erode most CPAs do not have the time or resources to provide the financial services that their clients are requesting. Therefore, the CPA Alliance Program matches qualified financial services professionals with CPAs.
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PITTSBURGH, PA. (April 22, 2008) - PT Marketing has announced a new appointment-setting program for Commercial Insurance Agents. Over the last year, PT Marketing has piloted this program in specific markets to gauge its success. The exclusive program is designed to set and confirm face-to-face meetings with businesses interested in reviewing their lines of Commercial Insurances.

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