PT Marketing Announces Revenue Generating Opportunities

By | April 30, 2009

Since 1992, PT Marketing has been introducing Financial Services Professionals to business owners in order to discuss strategies 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 client 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 John Pojeta or visit

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