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Our services will move the needle.

We provide content creation and management services for Property & Casualty and Health & Welfare Insurance professionals, and financial service providers specializing in Executive Compensation and Business Succession Planning.

We work with our clients to develop content calendars and create collateral that engages, educates, and ultimately drives conversations with current and future clients. 

Our services can be bundled for a monthly subscription that provides value and variety, or we can work on individual service options based on your needs and interests. If you don't see what you are looking for, please contact us and we will see if we can meet your needs.

LinkedIn Management

  • Management of your company page + your personal LI page

  • Creations of weekly original content posts

  • Reshares of industry news + thought leaders

  • Engagement with other profiles

  • Management of follow list, to grow your reach

  • Can also manage sponsored posts, ad campaigns, InMail Campaigns

Image by Souvik Banerjee

Blog Content Creation

  • Creation of SEO Enhanced Blog Posts

  • Includes Social Media appropriate posts

  • 800-1,000 words

  • Delivered with appropriate images branded for your company

  • Able to be reused for drip campaigns

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Video Creation

  • Create client-branded intro and outro videos

  • Work with you to film your own body content

  • edit videos
    Upload to your YouTube Channel (we can create one for you if you don't have one)

  • Provide LinkedIn content to promote videos

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White Paper Creation

  • Creation of White Papers up to 4x year

    • 12-15 pages, company branded as a .pdf and Word Document

    • To include infographics, charts, images

  • Includes 3 LinkedIn-appropriate posts

  • Can work to develop a lead-capture page on client site

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Drip Campaigns

Available if subscribing to PT Content Creation:

  • Create client email drip campaign based on blog, video or white papers

  • Design newsletter header, images and written content

  • Can manage from client's system or PT's

Image by Lukas Blazek

Quarterly Reporting

Included for all clients (contents based on offerings chosen):

  • LinkedIn Analytics

  • Website Analytics

  • Drip Campaign Analytics


We've developed a few packages that include optimal content creation options and LinkedIn Management.

However, we are happy to discuss your needs and budget to create a custom content marketing strategy. 


  • LinkedIn Management

  • 2 blog posts/month

  • 4 videos created/month

  • 2 email drip campaigns/month

  • Quarterly Analytic Report

  • 1 Free White Paper


  • LinkedIn Management

  • 1 blog post/month

  • 2 videos created/month

  • 1 email drip campaign/month

  • Quarterly Analytic Report


  • LinkedIn Management

  • 2 blog posts/month

  • 2 email drip campaigns/month

  • Quarterly Analytic Report


  • LinkedIn Management

  • 1 blog post/month

  • 1 email drip campaign/month

  • Quarterly Analytic Report

White Papers

& A'la Carte

  • White Paper Creation & Lead Generation Capture (up to 4/year)

  • Based on your needs we can build a custom package or provide individual services.

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