Press Room

If you have an industry related press release, please submit to Daniel Williams, Editor at dwilliams@seniormarketadvisor.com.
If you are the press and have a question about WiesnerMedia and Senior Market Advisor, please contact Andrea Shin at ashin@wiesnermedia.com.

 

Senior Market Advisor Expo Announces Keynote Speakers

Centennial, CO, March 11, 2009 - Senior Market Advisor has announced that Brian Tracy, Dan Norman and Senior Market Advisor's Advisor of the Year Finalists will serve as the keynote speakers for this year's Senior Market Advisor Expo, August 24-26 in Las Vegas.

Senior Market Advisor Expo, is the insurance and financial industry's leading Expo for independent advisors focusing on the senior market. Now in its 9th year, the Expo brings together insurance and financial professionals as attendees and the industry's leading companies as exhibitors to create a platform where the two groups have the opportunity to network, conduct business and learn the latest marketing tips and selling techniques for annuities, life insurance and long term care insurance.

"This year's keynote speaker lineup is by far the best yet," said Daniel D. Williams, editor of Senior Market Advisor. "In this type of environment, we wanted to bring in some big names to catapult the sales motivation for our attendees - and that's what we did. With Norman and Tracy as our bookends to the event we have the best sales gurus in the business. Then right in the middle, we have our annual Roundtable with the Advisor of the Year finalists - it's a salesperson's dream."

Dan Norman: Author of TopTen Selling, Norman is a sales performance expert with roots in senior sales and general management positions within Fortune 100 companies. Dan has become an expert at what it takes to become a top 10% sales performer and knows from experience the fundamental work that it takes to get there.

Senior Market Advisor's Advisor of the Year Finalists: An Expo favorite, Senior Market Advisor Editor, Daniel D. Williams moderates this roundtable discussion with the finalists where they will reveal marketing and sales secrets, tools to running a successful practice and the tips to becoming a community leader - all of the elements that propelled them to the top of the industry. Senior Market Advisor Advisor of the Year finalists are selected from a pool of nominations based on experience, production numbers, suitability and community involvement.

Brian Tracy: President of Brian Tracy International, Tracy is a world renowned motivational and life coach. He's based his business on helping sales performers stay motivated to take heir business to the next level. With entrepreneurship in his blood, Tracy knows how to increase business - even in economic hardship.

Senior Market Advisor Expo is August 24-26 at Caesars Palace, Las Vegas. For more information or to register, visit www.SeniorMarketExpo.com or call 800-831-8333.

Contact:
Jen La Flam
Senior Market Advisor
Publisher
720-895-3972
jlaflam@seniormarketadvisor.com

 

Senior Market Advisor Expo Returns to Las Vegas in 2009: Caesars Palace, August 24-26

Centennial, CO, September 2, 2008 - Senior Market Advisor Expo, hosted by Senior Market Advisor, announced its return to Las Vegas today. The 2009 Expo will be held at Caesars Palace from August 24-26.

"With the 2009 Senior Market Advisor Expo being our ninth Expo, we have years of experience to build on. A return to Las Vegas will only add to the Expo's high-energy atmosphere," said Daniel Williams, editor of Senior Market Advisor. "We are already planning an Expo that will provide the best in sales and marketing tips, compliance education and networking events."

Senior Market Advisor Expo 2009 will continue its tradition of excellence:

  • Senior Market Advisor Expo provides the forum for the latest trends, best practices, processes, sales strategies and ideas that are transforming the future of the insurance industry.
  • Plus, the Expo features networking opportunities and a packed exhibit hall, with nearly half of the space already sold out for the 2009 Expo.

"This show is already shaping up to be the best show yet," said Jen La Flam, publisher of Senior Market Advisor. "Exhibit hall space is selling out quickly and attendees are excited to be heading back to Las Vegas."

For more information or to register to attend the Expo, visit www.SeniorMarketExpo.com or call 888-880-8218.

Contact:
Jen La Flam
Senior Market Advisor
Publisher
720-895-3972
jlaflam@seniormarketadvisor.com

 

Senior Market Advisor Announces 2008 Advisor of the Year

Centennial, CO, August 20, 2008 - Senior Market Advisor, a Summit Business Media publication, announced its 2008 Advisor of the Year at Senior Market Advisor Expo held at the Royal Pacific Resort in Orlando today. Rosemary Caligiuri with Harvest Group Financial, one of five finalists, was named the 2008 Advisor of the Year award recipient..

"In addition to Caligiuri, the four finalists included Mark Fields, EstateMark Financial, Inc., Chris Hobart, Hobart Financial Group, David Hollander, Liberty Group, and Stefanos Loisou, Financial Workshops."

Each year, Advisor of the Year applicants are evaluated by the editorial staff of Senior Market Advisor. The Advisor of the Year is chosen based on a variety of factors including:

  • A senior-specific practice focus.
  • Sales of life insurance, annuities or LTCI (minimums of $5 million in life/annuity annual production in 2007 and/or a minimum of $400,000 in LTCI premiums in 2007)
  • Experience (minimum of five years)
  • Showcasing a well balanced life and demonstrating a commitment to community involvement

"Rosemary Caligiuri was chosen as this year's award recipient based on her ability to successfully manage a balanced and thriving practice," said Daniel Williams, editor. "With her nursing background. Caligiuri has a unique approach to guiding her clients' retirement needs. She diagnoses her clients' financial health and develops a plan to provide them with a healthy portfolio."

"In addition, Caligiuri has achieved the ability to live a balanced life and provide her clients with what she considers a 'life coach' role. She is a multi-faceted marketing expert who shares her ideas in this September's issue on how to remain in front of her prospects and involved in her community," said Williams.

More exclusive, first-hand tips from the 2008 Advisor of the Year can be found at www.SeniorMarketAdvisor.com or in the September issue of Senior Market Advisor.

Contact:
Jen La Flam
Senior Market Advisor
Publisher
720-895-3972
jlaflam@seniormarketadvisor.com

 

Senior Market Advisor Announces 2008 Advisor of the Year Finalists

Centennial, CO, August 1, 2008 - Senior Market Advisor, a WiesnerMedia Financial Group publication, announced its 2008 Advisor of the Year Finalists today. From these five finalists, Editor Daniel Williams will name the Advisor of the Year on August 20 at the Senior Market Advisor Expo in Orlando, Fla. Senior Market Advisor also will feature this year's recipient on its September cover.

The five finalists for 2008 are: Rosemary Caligiuri with Harvest Group Financial, Mark Fields with EstateMark Financial Inc., Stefanos Loisou with Financial Workshops, David Hollander with Liberty Group and Chris Hobart with Hobart Financial Group.

"We really strive to celebrate the independent advisor and I believe we have done that better than ever this year," said Daniel Williams, editor of Senior Market Advisor. "Each of these finalists are terrific producers, who also uphold high ethical standards and have an innate ability to understand their client's greatest needs."

Nominations are evaluated based on the following criteria:

  • Have a minimum of five consecutive current years as an advisor
  • Have sold a minimum of $5 million in annuity/life insurance premium in PERSONAL production during 2007; or have sold a minimum of $400,000 in LTCI premium in PERSONAL production during 2007
  • Clear a 7-year background check for civil, criminal and business violations by the National Ethics Bureau (for complete details about the background check, visit www.ethicscheck.com)
  • Have an average client age of 60 or older
  • Be able to demonstrate a commitment to community involvement

More exclusive, first-hand interviews from the 2008 Advisor of the Year Finalists will be featured in the August issue of Senior Market Advisor.

To register to attend Senior Market Advisor Expo, and find out who becomes the 2008 Advisor of the Year, visit www.SeniorMarketExpo.com.

Contact:
Daniel Williams
Senior Market Advisor
Editor
720-895-3961
dwilliams@seniormarketadvisor.com

 

Summit Business Media Acquires WiesnerMedia's Financial Group
Expands Its B2B Media Footprint with Insurance and Financial Advisors and Provides New Access to the Fast-Growing Group Benefits Segment

New York, N.Y. - July 16, 2008 - Summit Business Media today announced the acquisition of WiesnerMedia's Financial Group of B2B media and marketing services, including Senior Market Advisor, Boomer Market Advisor, Benefits Selling and Bank Advisor magazines, as well as ProducersWEB.com, the fast-growing online destination for insurance agents. The transaction is Summit's fourth major acquisition since being formed in November 2006 and its seventh overall since its inception.

The group's products and services provide information on sales, marketing and best practice techniques for insurance, financial, benefits and bank advisors. In addition to the publications and ProducersWEB.com, the transaction also includes Advisors Data Source, a comprehensive database with 2 million agent and advisor names, and two leading industry events, Benefits Selling Expo and Senior Market Advisor Expo.

"This acquisition of one of the last significant independent financial and insurance publishers substantially increases our penetration of the life insurance and financial advisor markets, two of our core segments, while providing access to the benefits advisor market, one of the fastest-growing segments in the financial services marketplace," said William F. Reilly, Chairman and CEO of Summit.

As a result of this acquisition, Summit will offer more readers more high quality products and services, and provide marketers with even more comprehensive and measurable ways to build their businesses.

Andrew L. Goodenough, Summit's President, added, "These assets compliment Summit's existing B2B media platform, now with 25 magazine titles, 150 reference books and electronic products, and 100 live events. The WiesnerMedia properties further strengthen our market position in the `independent retail financial distribution' sector, which we believe is a long-term, inexorable trend, as most major financial providers continue to outsource sales to independent agents and advisors."

Dan Wiesner, CEO of WiesnerMedia LLC, commented, "Since the launch of Senior Market Advisor in 2000, our publishing teams have developed successful products and services to serve the financial markets. Now, teamed up with Summit, these professionals have access to world-class resources and the opportunity to continue expanding their brands and innovating for customers."

Headquartered in Denver, the new Summit properties will report to Tom Fowler, Executive Vice President and Managing Director of Summit's Media Division. Betsy Kominsky, who had been Vice President/Publishing Director at WiesnerMedia, becomes Vice President/Group Publisher of Summit's Market Advisor Group and now reports to Fowler. Jeff Schottland, Vice President and Director of ProducersWEB.com out of Philadelphia, will also report to Fowler.

"Working with the support of Wind Point Partners, our private equity investor, we will continue to make appropriate investments to advance Summit's growth strategy," said Goodenough. "While strategic follow-on acquisitions will remain an important part of that strategy, especially in live event, data, reference and electronic arenas, we believe the platform we have continues to have strong organic growth potential. This growth is coming not only online, where in the first half of 2008 Summit has grown more than 50% over last year, but also in print, where the WiesnerMedia magazines have exhibited strong growth characteristics."

Media Resource Group (www.media-resource.com) represented WiesnerMedia, LLC in this transaction and acted as its exclusive financial advisor. Founded by Steve Rosenfield in 1995, MRG is a leading independent advisory group serving the media and information industries.

About Summit Business Media
Summit Business Media was formed through Wind Point Partners' acquisition of Highline Media and Pfingsten Publishing in November 2006. The leading B2B media and information company for the insurance, investment and professional services markets, Summit publishes the insurance titles National Underwriter Property/Casualty and Life/Health weeklies, Life Insurance Selling, Agent Sales Journal, American Agent & Broker, Claims, Tech Decisions and Florida Underwriter, and financial titles Wealth Manager, Research, Futures and Mortgage Originator. In July 2007 the Company acquired Wicks Business Information, and added Investment Advisor, Credit Union Times, Inside Counsel and Treasury & Risk magazines, continuing to expand its footprint in the financial industry as well as adding the legal and accounting markets, as part of its growth into the professional services marketplace. In the Reference arena, the company publishes TaxFacts and Fire, Casualty and Surety Bulletins, and, through its Highline Data unit, financial and market information on insurers, agents and company benefit plans. Summit also sponsors the International Investment Conferences on global mining investment, a dozen conference events affiliated with its magazine brands, and via its Executive Enterprises unit, nearly 100 professional education seminars annually.

Summit is also one of the leading organizers of consumer art expositions and providers of business-to-business information to the art market.

Nearly all products are available online as well as in print. Additional information about Summit is available at www.summitbusinessmedia.com.

About WiesnerMedia
Established in 1980, WiesnerMedia, LLC is one of Colorado's leading independent media companies. Colorado Biz is the state's 35 year-old publication serving business executives charged with leading the company's growth initiatives. Trucking Times serves retailers, warehouse distributors, jobbers, and other industry observers in the light-truck and SUV accessory aftermarket. Corporate Apparel is dedicated to corporate buyers of branded apparel. WiesnerMedia's Custom Publishing Group is acclaimed for its quality publications, customer service and innovative marketing solutions. Additional information is available at www.wiesnermedia.com.

About Wind Point Partners®
Wind Point Partners is a private equity investment firm with approximately $2 billion of capital under management. Wind Point focuses on partnering with top caliber management teams to acquire middle market businesses where we can establish a clear path to value creation. Additional information about Wind Point is available at www.windpointpartners.com.

 

Senior Market Advisor Launches Revamped Website

Centennial, CO, April 21, 2008 - Senior Market Advisor, published by WiesnerMedia Financial Group, announced the launch of the revamped Website: SeniorMarketAdvisor.com. The Website, which is an extension of Senior Market Advisor, contains in-depth sales, marketing and best practice information for advisors focused on serving the financial needs of the senior market.

The goal for the new launch is to provide a Website that reflects the brand and editorial focus of the magazine. The site includes new search functionality, updated news, video, audio, RSS feeds, blogs and additional community features.

"There has been a growing demand from our subscribers and our advertisers for a dedicated and enhanced Senior Market Advisor Website," said Jen La Flam, publisher of Senior Market Advisor. "The new magazine homepage allows a user to browse by issue, author or topic. Our goal is to provide the same high level of editorial content online as we do in our print product."

Senior Market Advisor is a recognized multimedia industry leader in the insurance and financial space and the new Website complements the mission of the magazine. In addition to enhanced user functions, the site also introduces new marketing vehicles for advertisers such as video, audio and sponsorship packages.

"We analyzed what subscribers and advertisers needed online and spent the past four months fine-tuning our internal development systems to address those needs. The new SeniorMarketAdvisor.com Website was developed to take advantage of the most recent search engine optimization strategies and addresses both our user and advertiser needs," said Joe Haddock, vice president of branded eMedia.

To see the new site, visit www.SeniorMarketAdvisor.com.

Contact:
Jen La Flam
Senior Market Advisor
Publisher
720-895-3972
jlaflam@seniormarketadvisor.com

 

WiesnerMedia Appoints Daniel Williams Editor of Senior Market Advisor

Centennial, Co. [January 17, 2008] - WiesnerMedia Financial Group, a division of WiesnerMedia, LLC, announced that Daniel Williams, an award-winning journalist and business editor with extensive experience in print, online and trade shows, has joined the company. Daniel Williams has been named the new Editor for the Senior Market Advisor media properties. He will direct the editorial content for the magazine, eNewsletter, web site and expo. Brian Anderson, previous editor for Senior Market Advisor, is moving to another role within the company.

WiesnerMedia Financial Group currently operates leading print and electronic media brands including Senior Market Advisor, Bank Advisor, Benefits Selling, Boomer Market Advisor and the leading online destination for insurance agents and advisors, ProducersWEB.com.

"Daniel joins the Senior Market Advisor team with a strong background in business journalism and we are excited to have him take the editorial content for the magazine to new levels of coverage and professionalism," says Betsy Kominsky, Group Vice President of WiesnerMedia Financial Group.

"I am excited about the opportunity to expand and shape the editorial scope of Senior Market Advisor," says Williams. "Senior Market Advisor is a terrific looking publication that does a great job of providing proven sales techniques and effective strategies for serving the insurance needs of seniors. Through print, online and the Senior Market Advisor Expo, we will continue to build on that foundation as the market leader."

Previously, Daniel was editor of Real Estate Southern California magazine and West Coast South Bureau Chief of GlobeSt.com, both are divisions of Real Estate Media. Previously, he covered the commercial real estate beat for the Orange County Business Journal. While there, he received a certificate of merit from SABEW (the Society of American Business Editors and Writers Inc.) for a story on "OC's Cash Economy."

A native of the Deep South, Daniel is currently relocating from Los Angeles to Denver with his wife and daughter.

Contact: Betsy Kominsky
Group Vice President
720-895-1530
bkominsky@wiesnermedia.com

 

WiesnerMedia Appoints Joseph Haddock Vice President Branded Emedia

Centennial, Co. [January 9, 2008] — WiesnerMedia Financial Group, a division of WiesnerMedia, LLC, announced that Joe Haddock, a veteran emedia and publishing executive with deep experience in online strategy and electronic products, has joined the company.

WiesnerMedia Financial Group currently operates leading print and electronic media brands including Senior Market Advisor, Benefits Selling, Boomer Market Advisor, Bank Advisor and the leading online destination for insurance agents and advisors, ProducersWEB.com.

"We're committed to developing innovative products that meet the growing and increasingly complex needs of insurance, benefits and financial advisors and agents. Joe is a perfect fit for our team and he will lead the way as we bring new emedia products to market in the coming months," said Dan Wiesner, CEO.

"The company's numerous market-leading brands are a solid foundation for expansion opportunities. WiesnerMedia's entrepreneurial culture, quality of product and willingness to invest means we'll be able to move quickly. It's a great opportunity and a very exciting company," said Joe Haddock.

Previously, Joe was Vice President of Technology at Wicks Business Information where he was responsible for corporate internet and information technology strategy and development. Previously, he was Senior Director of Development at SourceMedia, where he established and managed a team of programmers, developers and designers who produced over 50 web sites and emedia products.

Joe lives in New York with his wife and three children and will operate out of New York and Denver.

Contact: Betsy Kominsky
Group Vice President
720-895-1530
bkominsky@wiesnermedia.com

 

WIESNERMEDIA FINANCIAL GROUP LAUNCHES eNEWSLETTERS

(Centennial, Colo., Thursday, December 13) WiesnerMedia Financial Group, a division of WiesnerMedia, LLC, announced today the launch of Bank Advisor BULLETIN, Benefits Selling WEEKLY, Boomer Market Advisor WATCH and Senior Market Advisor EXTRA weekly eNewsletters.

The launch of the eNewsletters solidifies WiesnerMedia Financial Group's presence in the eMedia realm. Each week, eNewsletter subscribers will receive timely, original content direct from the editors of each publication. The eNewsletters will cover hot topics in the industry, polls, quick stats and other useful information.