PT Marketing Programs

PT offers comprehensive programs to satisfy your business needs. Click on a program to learn what each exclusive service can do for you. Having trouble finding a program that’s right for you? Click on Custom Programs and read how we can tailor our programs to meet your specific needs.

401K and Qualified Plans
Connects you with Decision Makers who manage their companies’ qualified plans.

Executive Compensation
Prospects with retirement needs

Employee Benefits
Prospects with employee benefits needs

Property & Casualty Insurance
Prospects with commercial insurance needs

Exit Planning / Business Succession
Prospects with exit planning / business succession needs

Long Term Care
Connects you with Business Owners and Decision Makers to discuss Long Term Care coverage for themselves and employees.

CPA Program
CPAs typically ask how you can bring value to their practice

Custom Programs
Customized programs for the prospects that you want to target