Executive Compensation Planning

Estate planning has changed a great deal in 10 years, and with unanswered questions lingering around key policies around estate taxes, business owners still need expert guidance more than ever. Even if big life insurance sales lose their values under a new administration, you still need prospects today to grow your business.The PT Services Group - Appointment Setting

By engaging these business owners, financial advisors can grow their businesses, but generating new business is time-consuming and can distract you from the responsibilities that best utilize your expertise: working with current clients and prospective clients.

Appointment setting provides a steady stream of qualified prospects, assuring that your time is invested entirely in effectively growing your business. With our clients reporting that 85 percent of met appointments are highly qualified or qualified, you can rely on The PT Services Group to open the doors to new opportunities for you.

  • 162 Executive Bonus Plans
  • Owner’s option to choose who participates
  • Tax advantages of funding and distributions
  • Future tax-favored income
  • No maximum funding
  • Help retaining key employees

To prepare you to succeed in this meeting, The PT Services Group provides a business intelligence report so that you can enter an appointment prepared and informed. Click the image to see the scope of information that we provide on these reports.

With set appointments backed by storyboarding, exclusivity and Sandler Sales Coaching, the door to new business is opened for you, and you have the tools to capitalize on the opportunity that awaits on the other side.The PT Services Group: Executive Compensation Planning

To prepare you to succeed in this meeting, The PT Services Group provides a business intelligence report so that you can enter an appointment prepared and informed. Click the image to see the scope of information that we provide on these reports.

With set appointments backed by storyboarding, exclusivity and Sandler Sales Coaching, the door to new business is opened for you, and you have the tools to capitalize on the opportunity that awaits on the other side.

Connect with us or contact John Pojeta (412-291-6685), our VP of Business Development, to discuss how appointment setting can benefit your business.