We're here to help.
PT Marketing is a business-to-business appointment-setting service that works primarily with the financial & insurance services industry.
Corporate Benefits and Insurance
Connects you with business owners and decision makers who are interested in discussing:
- Employee Health Benefits
- 401K and Qualified Plans
- Property & Casualty Insurance
- Long Term Care
Life Insurance
Connects you with business owners interested in discussing:
- Executive Compensation Plans
- Business Succession
- Exit Planning
Testimonials
![]()
"Hiring PT Marketing has been one of the best decisions I have made..."
"PT Marketing is now my primary source of new business, accounting for more than 60% of new acquisition."
"Your associates are knowledgeable, diligent, and professional."

