401k Appointment Setting Program Launched by PT Marketing - Insurance News | InsuranceNewsNet

InsuranceNewsNet — Your Industry. One Source.™

Sign in
  • Subscribe
  • About
  • Advertise
  • Contact
Home Now reading Life Insurance News
Topics
    • Advisor News
    • Annuity Index
    • Annuity News
    • Companies
    • Earnings
    • Fiduciary
    • From the Field: Expert Insights
    • Health/Employee Benefits
    • Insurance & Financial Fraud
    • INN Magazine
    • Insiders Only
    • Life Insurance News
    • Newswires
    • Property and Casualty
    • Regulation News
    • Sponsored Articles
    • Washington Wire
    • Videos
    • ———
    • About
    • Meet our Editorial Staff
    • Advertise
    • Contact
    • Newsletters
  • Exclusives
  • NewsWires
  • Magazine
  • Newsletters
Sign in or register to be an INNsider.
  • AdvisorNews
  • Annuity News
  • Companies
  • Earnings
  • Fiduciary
  • Health/Employee Benefits
  • Insurance & Financial Fraud
  • INN Exclusives
  • INN Magazine
  • Insurtech
  • Life Insurance News
  • Newswires
  • Property and Casualty
  • Regulation News
  • Sponsored Articles
  • Video
  • Washington Wire
  • Life Insurance
  • Annuities
  • Advisor
  • Health/Benefits
  • Property & Casualty
  • Insurtech
  • About
  • Advertise
  • Contact
  • Editorial Staff

Get Social

  • Facebook
  • X
  • LinkedIn
Life Insurance News
Life Insurance News RSS Get our newsletter
Order Prints
February 24, 2009 Life Insurance News
Share
Share
Post
Email

401k Appointment Setting Program Launched by PT Marketing

Business Editors/Insurance Writers/Marketing Writers

PITTSBURGH--(BUSINESS WIRE)--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 the various funds that have been affected by fraud and mismanagement, it is crucial that businesses have a third party conduct an analysis 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.

Newer

Health Insurance is a Necessity

Advisor News

  • Americans unprepared for increased longevity
  • More investors will seek comprehensive financial planning
  • Midlife planning for women: why it matters and how advisors should adapt
  • Tax anxiety is real, although few have a plan to address it
  • Trump targets ‘retirement gap’ with new executive order
More Advisor News

Annuity News

  • AIG to sell remaining shares in Corebridge Financial
  • Corebridge Financial, Equitable Holdings post Q1 earnings as merger looms
  • AM Best Assigns Credit Ratings to Calix Re Limited
  • Transamerica introduces new RILA with optional income features
  • Transamerica introduces RILA with optional income features
More Annuity News

Health/Employee Benefits News

  • Health insurance stats, Juneteenth update, bistro closes: Wednesday news roundup
  • NC House lawmakers push for better breast cancer detection
  • Senate approves bills to limit costs for inhalers and diabetes supplies
  • Democratic candidates revive single-payer promise as California’s healthcare system faces strain
  • How hospital outpatient departments increase the cost of care
More Health/Employee Benefits News

Property and Casualty News

  • GEICO Marks Official Opening of New Tampa Campus
  • Hochul, New York lawmakers, reach deal on $268B budget
  • The Baldwin Group Q1 2026 Market Pulse: Insurance Market Fragments as Property Softens and Casualty Pressures Persist
  • Neptune Flood Surpasses 300,000 Policies in Force and $400 Million in Premium, Expanding Access to Modern Flood Protection Nationwide
  • Exzeo Launches WindForm Pro, Bringing AI-Driven Automation to Florida Wind Mitigation Requirements
More Property and Casualty News

- Presented By -

NEWS INSIDE

  • Companies
  • Earnings
  • Economic News
  • INN Magazine
  • Insurtech News
  • Newswires Feed
  • Regulation News
  • Washington Wire
  • Videos

FEATURED OFFERS

Why Blend in When You Can Make a Splash?
Pacific Life’s registered index-linked annuity offers what many love about RILAs—plus more!

Life moves fast. Your BGA should, too.
Stay ahead with Modern Life's AI-powered tech and expert support.

Bring a Real FIA Case. Leave Ready to Close.
A practical working session for agents who want a clearer, repeatable sales process.

Discipline Over Headline Rates
Discover a disciplined strategy built for consistency, transparency, and long-term value.

Inside the Evolution of Index-Linked Investing
Hear from top issuers and allocators driving growth in index-linked solutions.

Press Releases

  • Sequent Planning Recognized on USA TODAY’s Best Financial Advisory Firms 2026 List
  • Highland Capital Brokerage Acquires Premier Financial, Inc.
  • ePIC Services Company Joins wealth.com on Featured Panel at PEAK Brokerage Services’ SPARK! Event, Signaling a Shift in How Advisors Deliver Estate and Legacy Planning
  • Hexure Offers Real-Time Case Status Visibility and Enhanced Post-Issue Servicing in FireLight Through Expanded DTCC Partnership
  • RFP #T01325
More Press Releases > Add Your Press Release >

How to Write For InsuranceNewsNet

Find out how you can submit content for publishing on our website.
View Guidelines

Topics

  • Advisor News
  • Annuity Index
  • Annuity News
  • Companies
  • Earnings
  • Fiduciary
  • From the Field: Expert Insights
  • Health/Employee Benefits
  • Insurance & Financial Fraud
  • INN Magazine
  • Insiders Only
  • Life Insurance News
  • Newswires
  • Property and Casualty
  • Regulation News
  • Sponsored Articles
  • Washington Wire
  • Videos
  • ———
  • About
  • Meet our Editorial Staff
  • Advertise
  • Contact
  • Newsletters

Top Sections

  • AdvisorNews
  • Annuity News
  • Health/Employee Benefits News
  • InsuranceNewsNet Magazine
  • Life Insurance News
  • Property and Casualty News
  • Washington Wire

Our Company

  • About
  • Advertise
  • Contact
  • Meet our Editorial Staff
  • Magazine Subscription
  • Write for INN

Sign up for our FREE e-Newsletter!

Get breaking news, exclusive stories, and money- making insights straight into your inbox.

select Newsletter Options
Facebook Linkedin Twitter
© 2026 InsuranceNewsNet.com, Inc. All rights reserved.
  • Terms & Conditions
  • Privacy Policy
  • InsuranceNewsNet Magazine

Sign in with your Insider Pro Account

Not registered? Become an Insider Pro.
Insurance News | InsuranceNewsNet