Products February 24, 2009

PT Marketing Releases 401(k) Appointment Setting Program

PT Marketing said its new 401k Appointment Setting program introduces financial service and insurance professionals to companies with 401(k) programs.
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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.”

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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.

 

Deals & People February 24, 2009

Corporate Synergies Opens Office in D.C. Area

Corporate Synergies Group (Corporate Synergies), a benefits consultant and brokerage firm, announced that it has expanded into Columbia, Maryland.
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Corporate Synergies said it already has a significant client base in this region, and with the opening of the Maryland office the company is able to expand its solutions to both existing and new customers, according to a press release.

Corporate Synergies employs more than 250 people and, in addition to the new office in Columbia, has offices in Mt. Laurel and Paramus, New Jersey; New York, New York; Garden City, New York; King of Prussia, Pennsylvania.

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“With the current economic environment and the increased focus on “real’ operational cost savings, and the impact of rapidly changing federal and state regulatory environments, we expect to continue to see strong demand for our services through 2009 and beyond,’ said Louis Daniels, executive vice president and sales leader of Corporate Synergies. “Such demand is the reason why we have opened a new location in Maryland.’

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