The release is the latest in a series of programs designed to help financial services and insurance professionals build their sales pipeline, according to a press release. The program identifies businesses with 401(k) or other qualified plans that are willing to meet and discuss administrative issues associated with those plans.
“With recent new legislation, business owners are going to want help in understanding those costs,” said Harvey Pollack, PT’s CEO. “Our appointment setting program will connect owners with experienced professionals who can assist them.”
In addition to the 401k Appointment Setting program, PT offers programs to schedule appointments with business owners and key decision makers regarding executive compensation, business succession, property and casualty, and employee benefits.
More information is available at www.ptmarketing.com.