PT Marketing

Since 1992, PT Marketing has specialized in business-to-business appointment setting for the financial services and insurance industries. Our process is tailored to build new sales pipelines for already successful producers and financial planners. We supply our customers with a premium standard of expertise and a proven 5-Step Methodology. Since 1992, PT Marketing has specialized in business-to-business appointment setting for the financial services and insurance industries. Our process is tailored to build new sales pipelines for already successful producers and financial planners.