Roger Gardner and Alex Hancock to Assist Individuals, Families, and Business Owners with Financial Strategies

ImageLocal Financial Services Agency Hires Two Professionals

Roger Gardner and Alex Hancock to Assist Individuals, Families, and Business Owners with Financial Strategies

Salt Lake City, UT—Intermountain Financial Group, the Utah Agency of Massachusetts Mutual Life Insurance Company (MassMutual), has hired Roger Gardner and Alex Hancock as financial services professions to work with individuals and businesses with financial strategies in areas of life insurance, business succession, retirement, college funding strategies, and much more.

Hancock holds a Bachelors of Science degree in Finance from BYU. Hancock has been a part of the financial services environment since childhood; learning from his father through numerous discussions, detailed scenarios, and mentorship. Because of these discussions, Hancock developed a strong desire to join the financial world to help individuals and businesses with a variety of financial strategies.

Gardner earned his Bachelors of Administration degree in Business Management from Utah Valley University. He has three years of previous experience in the financial professional industry, and has chosen to expand his business by joining Intermountain Financial Group and being backed by not only the strength of the company and products made available to him, but the range of how to help each individual.

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About the Firm:

 

For more than 157 years, local residents and businesses rely on Intermountain Financial Group (http://www.intermountainfinancialgroup.com) to help them secure their financial futures. The company significantly impacts Utah’s economy as seen in the numbers below (as of December, 2010):

  • More than 14,000 policyholders and clients1
  • Managing over $711 million in assets2
  • Over $3.9 billion in life insurance coverage in force3
  • Over $28 million of life insurance benefits (claims) paid4
  • More than $8 million in dividends to whole life policyholders5

 

The company has been in awarded the national Sloan When Work Works award in 2011, 2010, 2009 and 2008, as well as the Work/Life Award by the Utah Department of Workforce Services in 2010, 2008 and 2007 naming them one of Utah’s best places to work. The company currently has offices in Salt Lake City, Utah and St. George, Utah.

* * *

*Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. member SIPC.  (Salt Lake City Agency – 6340 S. 3000 E., Suite 500, SLC, UT  84121 – (801) 943-6277)

 

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.

 

Insurance offered through MassMutual and other fine companies.

 

  1. 1.            An insured, owner, or payer of a MassMutual policy or contract.
  2. 2.            Includes values of MassMutual and subsidiary insurance companies’ insurance and retirement products and investment products offered through MML Investors Services, LLC, a MassMutual subsidiary.
  3. 3.            Amount of individual life insurance in force as of 12/31/10 related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.
  4. 4.            Amount of individual life insurance claims paid from 1/1/10 to 12/31/10 related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.
  5. 5.            The amount of dividends to whole life policyholders in 2010.

INTERMOUNTAIN FINANCIAL GROUP/MASSMUTUAL RECOGNIZED FOR EXEMPLARY WORKPLACE PRACTICES

Local Agency Receives Prestigious Alfred P. Sloan Award for Business Excellence in Workplace Flexibility

 SALT LAKE CITY, UT—Intermountain Financial Group/MassMutual, the Utah General Agency of Massachusetts Mutual Life Insurance Company (MassMutual), has been honored with the 2011 Alfred P. Sloan Award for Business Excellence in Workplace Flexibility for its use of flexibility as an effective workplace strategy to increase business and employee success.

This prestigious award, part of the national When Work Works project, recognizes employers of all sizes and types in the State of Utah and across the country.

“We are flattered to receive this national award, and hope to continue strengthening the bond between the company and our employees. We recognize that having a strong and healthy work/life balance is the key to anyone’s success,” Amber Dixon, Marketing Director said. “Our internal customers help make us successful, and we work hard to keep up the positive work environment to continue developing strong relationships with our employees, their families, and the community”.

Workplace flexibility—such as flextime, part-time work and compressed workweeks—has been demonstrated to help businesses remain competitive while also benefiting employees as well.

“Our research consistently finds that employees in effective and flexible workplaces have greater engagement on the job and greater desire to stay with their organization. In addition, they report lower stress levels and better overall health,” states Ellen Galinsky, president of Families and Work Institute (FWI), a research think tank on workforce and workplace trends that administers the awards.

The Sloan Awards are unique for their rigorous, two-step selection process, which involves an evaluation of employers’ flexibility programs and practices, and a confidential employee survey. All applicants are measured against national norms from FWI’s National Study of Employers.

“As a recipient of the 2011 Sloan Award, Intermountain Financial Group/MassMutual ranks in the top 20% of employers nationally in terms of its programs, policies and culture for creating an effective and flexible workplace,” states Galinsky. “In addition, what makes this honor so special is that their employees have corroborated this, affirming that it is indeed an effective and flexible workplace.”

Intermountain Financial Group/MassMutual will be recognized as a 2011 Sloan Award recipient at an upcoming event hosted by the Salt Lake Chamber. For details please contact 801-328-5048.

When Work Works is a national project to educate the business community on the value of workplace flexibility by sharing research and promising practices, and conducting the annual Sloan Awards. It is an ongoing initiative of Families and Work Institute first funded by the Alfred P. Sloan Foundation. In 2011, the Society for Human Resource Management and FWI formed a ground-breaking, multi-year partnership to grow When Work Works and help businesses become more successful by transforming the way they view and adopt effective and flexible workplaces.

For more information about the When Work Works project and the Alfred P. Sloan Awards for Business Excellence in Workplace Flexibility, visit www.whenworkworks.org.

ABOUT INTERMOUNTAIN FINANCIAL GROUP/MASSMUTUAL

For more than 157 years, local residents and businesses rely on Intermountain Financial Group (http://www.intermountainfinancialgroup.com) to help them secure their financial futures. The company significantly impacts Utah’s economy as seen in the numbers below (as of December, 2010):

  • More than 14,000 policyholders and clients1
  • Managing over $711 million in assets2
  • Over $3.9 billion in life insurance coverage in force3
  • Over $28 million of life insurance benefits (claims) paid4
  • More than $8 million in dividends to whole life policyholders5

The company has been in awarded the national Sloan When Work Works award in 2011, 2010, 2009 and 2008, as well as the Work/Life Award by the Utah Department of Workforce Services in 2010, 2008 and 2007 naming them one of Utah’s best places to work. The company currently has offices in Salt Lake City, Utah and St. George, Utah.

 * * *

 

*Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. member SIPC.  (Salt Lake City Agency – 6340 S. 3000 E., Suite 500, SLC, UT  84121 – (801) 943-6277)

 

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.

 

Insurance offered through MassMutual and other fine companies.

 

  1. 1.            An insured, owner, or payer of a MassMutual policy or contract.
  2. 2.            Includes values of MassMutual and subsidiary insurance companies’ insurance and retirement products and investment products offered through MML Investors Services, LLC, a MassMutual subsidiary.
  3. 3.            Amount of individual life insurance in force as of 12/31/10 related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.
  4. 4.            Amount of individual life insurance claims paid from 1/1/10 to 12/31/10 related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.
  5. 5.            The amount of dividends to whole life policyholders in 2010.

 

ABOUT WHEN WORK WORKS

When Work Works is a leading national initiative to help businesses of all sizes and types become more successful by transforming the way they view and adopt effective and flexible workplaces. When Work Works is one of the foremost providers of rigorous research and employer best practices on workplace effectiveness and flexibility in the nation, and administers the prestigious Alfred P. Sloan Awards for Business Excellence in Workplace Flexibility annually, which recognize exemplary employers for using flexibility as an effective workplace strategy to increase business and employee success. www.whenworkworks.org @FWInews

 

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Two Local Financial Services Professionals Awarded

Steven Dyches and Tony Christensen are Recognized as Agency Rising Leaders

Intermountain Financial Group, LLC the Utah agency for Massachusetts Mutual Life Insurance Company (MassMutual), awarded Steve Dyches and Tony Christensen with the Agency Rising Leader award, recognizing each of them as two of its top financial services advisors.

The Rising Leader award recognizes individuals who have achieved the highest level of all-around sales and service performance in their first five career-contract years.  Dyches has qualified in his fifth year and Christensen in his first.

Christensen attributes his success to the strong support from his Sales Manager, and the strength of the company he represents. “The tools available to me, the support I receive from my sales manager and general agent, and the strength of the products available for my clients is why I have reached this level in my career.” said Christensen. “We are able to service our clients, assist them with their financial strategies, and help them feel positive about their futures” continues Dyches. 

“Steve and Tony continuously exhibit exemplary sales skills and top performance characteristics,” stated Todd A. Reid, General Agent. “We congratulate both of them for their accomplishment and look forward to the continued years of success.”

Steve joined the agency 5 years ago after practicing law for almost a decade. He is a graduate from the J. Reuben Clark Law School at Brigham Young University. Christensen is a graduate from Dixie State College with a Bachelor degree in finance.

# # #

About the Firm:

For more than 157 years, local residents and businesses rely on Intermountain Financial Group to help them secure their financial futures. The company significantly impacts Utah’s economy as seen in the numbers below (as of December, 2010):

  • More than 14,000 policyholders and clients1
  • Managing over $711 million in assets2
  • Over $3.9 billion in life insurance coverage in force3
  • Over $28 million of life insurance benefits (claims) paid4
  • More than $8 million in dividends to whole life policyholders5

The company has been in awarded the national Sloan When Work Works award in 2010, 2009 and 2008, as well as the Work/Life Award by the Utah Department of Workforce Services in 2010, 2008 and 2007 naming them one of Utah’s best places to work. The company currently has offices in Salt Lake City, Utah and St. George, Utah.

* * *

*Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. member SIPC.  (Salt Lake City Agency – 6340 S. 3000 E., Suite 500, SLC, UT  84121 – (801) 943-6277)

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.

Insurance offered through MassMutual and other fine companies.

1.            An insured, owner, or payer of a MassMutual policy or contract.

2.            Includes values of MassMutual and subsidiary insurance companies’ insurance and retirement products and investment products offered through MML Investors Services, LLC, a MassMutual subsidiary.

3.            Amount of individual life insurance in force as of 12/31/10 related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.

4.            Amount of individual life insurance claims paid from 1/1/10 to 12/31/10 related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.

5.            The amount of dividends to whole life policyholders in 2010.

Local Financial Services Firm Hires New Agency Recruiting Director

Intermountain Financial Group hires Mandy Aguirre to Oversee Agency Recruiting Directives

Salt Lake City and St. George, UT—Intermountain Financial Group, the Utah Agency of Massachusetts Mutual Life Insurance Company (MassMutual), has hired Mandy Aguirre as their Recruiting Director. In this position, Ms. Aguirre is responsible for recruiting entrepreneurial-driven individuals for the strong and growing agency.

Aguirre joined the agency with five years of experience as a Financial Professional and Recruiting Director. “I love this industry, and when I was given the opportunity to become the recruiting director for this prestigious company, I did not hesitate,” says Aguirre.

# # #

About the Firm:

For more than 157 years, local residents and businesses rely on Intermountain Financial Group to help them secure their financial futures. The company significantly impacts Utah’s economy as seen in the numbers below (as of December, 2010):

  • More than 14,000 policyholders and clients1
  • Managing over $711 million in assets2
  • Over $3.9 billion in life insurance coverage in force3
  • Over $28 million of life insurance benefits (claims) paid4
  • More than $8 million in dividends to whole life policyholders5

 The company has been in awarded the national Sloan When Work Works award in 2010, 2009 and 2008, as well as the Work/Life Award by the Utah Department of Workforce Services in 2010, 2008 and 2007 naming them one of Utah’s best places to work. The company currently has offices in Salt Lake City, Utah and St. George, Utah.

* * *

*Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. member SIPC.  (Salt Lake City Agency – 6340 S. 3000 E., Suite 500, SLC, UT  84121 – (801) 943-6277)

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.

Insurance offered through MassMutual and other fine companies.

  1. 1.            An insured, owner, or payer of a MassMutual policy or contract.
  2. 2.            Includes values of MassMutual and subsidiary insurance companies’ insurance and retirement products and investment products offered through MML Investors Services, LLC, a MassMutual subsidiary.
  3. 3.            Amount of individual life insurance in force as of 12/31/10 related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.
  4. 4.            Amount of individual life insurance claims paid from 1/1/10 to 12/31/10 related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.
  5. 5.            The amount of dividends to whole life policyholders in 2010.

We Are a Finalist!

Dear Amber,

It is our pleasure to inform you that Intermountain Financial Group, LLC has been selected as a finalist for the 2011 Sloan Awards for Business Excellence in Workplace Flexibility in the greater Salt Lake City area. 

To reach this stage, applications were measured against nationally representative data from Families and Work Institute’s National Study of Employers and had to score in the top 20% — at or above the 80th percentile of employers nationally.

Agency Selects New Disability Income Insurance Specialist

Successful Disability Income Insurance Representative Becomes New Specialist

Intermountain Financial Group, LLC Hires Jon Knudson as Agency Specialist

Intermountain Financial Group, the Utah General Agency for Massachusetts Mutual Life Insurance Company (MassMutual), is pleased to announce that Jon Knudson has accepted the added position as the new Disability Income (DI) insurance specialist.

The agency is looking forward to working with Jon in this additional capacity. “Jon joining our dynamic team of specialists is a strong win for our firm,” said Todd A. Reid, General Agent of Intermountain Financial Group. “His five years with our agency, combined with his desire to support the firm’s agents to help increase DI insurance awareness among consumers, is a welcome supplement to our firm.”

Jon has a strong passion when DI insurance is involved. “Working with this firm as a specialist to strengthen the awareness of the product, as well as assist in furthering our clients’ knowledge and portfolios, is exciting,” stated Jon.

In addition to continuing as a personal producer, Jon’s position within the firm is to educate, train, and motivate clients and financial representatives about DI insurance. DI insurance helps protect a portion of an individual’s income and provides financial protection if he or she becomes disabled for an extended amount of time.

# # #

About the Firm:

For more than 157 years, local residents and businesses rely on Intermountain Financial Group (http://www.intermountainfinancialgroup.com) to help them secure their financial futures. The company significantly impacts Utah’s economy as seen in the numbers below (as of December, 2010):

  • More than 14,000 policyholders and clients1
  • Managing over $711 million in assets2
  • Over $3.9 billion in life insurance coverage in force3
  • Over $28 million of life insurance benefits (claims) paid4
  • More than $8 million in dividends to whole life policyholders5

The company has been in awarded the national Sloan When Work Works award in 2010, 2009 and 2008, as well as the Work/Life Award by the Utah Department of Workforce Services in 2010, 2008 and 2007 naming them one of Utah’s best places to work. The company currently has offices in Salt Lake City, Utah and St. George, Utah.

 About MassMutual:

 MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. MassMutual and its subsidiaries had more than $360 billion in assets under management at year-end 2008. Assets under management include assets and certain external investment funds managed by MassMutual’s subsidiaries.

Founded in 1851, MassMutual is a mutually owned financial protection, accumulation and income management company headquartered in Springfield, Mass. MassMutual’s major affiliates include: OppenheimerFunds, Inc.; Babson Capital Management LLC; Baring Asset Management Limited; Cornerstone Real Estate Advisers LLC; The First Mercantile Trust Company; MML Investors Services, Inc., member FINRA and SIPC (www.finra.org and www.sipc.org); MassMutual International LLC and The MassMutual Trust Company, FSB.   MassMutual is on the Internet at www.massmutual.com.

 *Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. member SIPC.  (Salt Lake City Agency – 6340 S. 3000 E., Suite 500, SLC, UT  84121 – (801) 943-6277)

 MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.

 Insurance offered through MassMutual and other fine companies.

1.            An insured, owner, or payer of a MassMutual policy or contract.

2.            Includes values of MassMutual and subsidiary insurance companies’ insurance and retirement products and investment products offered through MML Investors Services, LLC, a MassMutual subsidiary.

3.            Amount of individual life insurance in force as of 12/31/10 related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.

4.            Amount of individual life insurance claims paid from 1/1/10 to 12/31/10 related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.

5.            The amount of dividends to whole life policyholders in 2010.

Welcome Anthony Panek!

Local Financial Services Firm Hires Experienced Advisor

Anthony Panek to Work with People to Identify Needs and Solutions

Salt Lake City and St. George UT—Intermountain Financial Group (http://www.intermountainfinancialgroup.com), the Utah Agency of Massachusetts Mutual Life Insurance Company (MassMutual), has hired Anthony Panek as a financial services professional.

As an experienced advisor, Panek helps individuals, families, and small business owners with their life insurance and financial needs, while supporting the client’s goals for a more secure future.

Panek has five years of financial experience working for another company prior to joining Intermountain Financial Group. Panek earned his Bachelor of Science degree at University of Utah in Political Science and Economics.

# # #

About the Firm:

 For more than 157 years, local residents and businesses rely on Intermountain Financial Group to help them secure their financial futures. The company significantly impacts Utah’s economy as seen in the numbers below (as of December, 2010):

  • More than 14,000 policyholders and clients1
  • Managing over $711 million in assets2
  • Over $3.9 billion in life insurance coverage in force3
  • Over $28 million of life insurance benefits (claims) paid4
  • More than $8 million in dividends to whole life policyholders5

 The company has been in awarded the national Sloan When Work Works award in 2010, 2009 and 2008, as well as the Work/Life Award by the Utah Department of Workforce Services in 2010, 2008 and 2007 naming them one of Utah’s best places to work. The company currently has offices in Salt Lake City, Utah and St. George, Utah.

* * *

*Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. member SIPC.  (Salt Lake City Agency – 6340 S. 3000 E., Suite 500, SLC, UT  84121 – (801) 943-6277)

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.

Insurance offered through MassMutual and other fine companies.

  1. 1.            An insured, owner, or payer of a MassMutual policy or contract.
  2. 2.            Includes values of MassMutual and subsidiary insurance companies’ insurance and retirement products and investment products offered through MML Investors Services, LLC, a MassMutual subsidiary.
  3. 3.            Amount of individual life insurance in force as of 12/31/10 related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.
  4. 4.            Amount of individual life insurance claims paid from 1/1/10 to 12/31/10 related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.
  5. 5.            The amount of dividends to whole life policyholders in 2010.

Local Financial Services Professional Recognized at the Top

Patrick Latimer is Recognized as an Agency Rising Leader for Second Time

       Intermountain Financial Group, LLC the Utah agency for Massachusetts Mutual Life Insurance Company (MassMutual), awarded Patrick Latimer with the Agency Rising Leader award again this year, recognizing Patrick as one of its top financial services agents.

            The Rising Leader award recognizes individuals who have achieved the highest level of all-around sales and service performance in their first five career-contract years.

              Patrick attributes his success to the strong support from the agency and the variety of training programs available to him. “The agency helps me keep current on trends and products that I may knowledgably service my clients in the way that is best for them.”

            “Patrick is a focused and client-minded individual,” stated Todd A. Reid, General Agent. “He goes beyond what is expected for his clients, and enjoys working with each individual and business as they strategize for the future.”

            Patrick has four years of experience in the financial services industry and focuses on families and small business owners. Patrick is active in local civic and religious groups, and is currently the Vice President of Business Networking International (BNI).

# # #

About the company:

For more than a century, the Intermountain Financial Group/MassMutual (IFG) www.intermountainfinancialgroup.com has provided a comprehensive offering of a diverse array of products, including life insurance, annuities, disability income insurance, long term care insurance, retirement planning products, mutual funds, and access to money management to individuals and businesses in Utah and most of United States. IFG currently has offices in Salt Lake City, Provo, and St. George, Utah. IFG has also been recognized as one of the best places to work in Utah by the Work/Life Awards Committee for 2010, 2008, and 2007 and the national Sloan When Work Works award in 2010, 2009, and 2008.

 

*Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, Inc. member SIPC.  (Salt Lake City Agency – 6340 S. 3000 E., Suite 500, SLC, UT  84121 – (801) 943-6277)

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.

Insurance offered through MassMutual and other fine companies.

Salt Lake City, Utah Cancer Research and Treatment Organization Gets Donation from Intermountain Financial Group/MassMutual

MassMutual continues support of breast cancer awareness through major donations and innovative programs

SALT LAKE CITY, Utah – The Salt Lake City chapter of the American Cancer Society will be presented with a $2,000 check at a luncheon Friday, December 17. This check is a part of an innovative National Breast Cancer Awareness program from Massachusetts Mutual Life Insurance Company (MassMutual). The donation will be in the name of Kim Hemenway from Intermountain Financial Group, the Utah general agency of MassMutual.

“I’m delighted that local women struggling with breast cancer, and the agencies that serve them, will benefit from our donation and commitment to the cause,” said Kim Hemenway of Intermountain Financial Group. “We look forward to continuing our support of organizations that provide information and hope to women with breast cancer.”

Hemenway, whose firm is based in Salt Lake City, recently conducted informative financial seminars geared toward women. Their efforts are part of a MassMutual program that makes charitable contributions to local breast cancer awareness programs in the names of its local agents who work extensively with women’s groups

and women clients. Under the program, MassMutual uses its educational financial seminars for women to also raise awareness of breast cancer.

 “We’re very heartened to know that we’re playing a role in educating women about not only their finances but also their health,” said Kelley Gay, Asisstant Vice President of Market Development. “And we’re especially appreciative of Kim Hemenway’s efforts in such an important cause.”

MassMutual’s breast cancer awareness initiative is one of many ways it supports women personally, professionally and as business owners. For example, MassMutual continues to be a leader in providing life insurance coverage for breast cancer survivors, updating its underwriting guidelines to reflect the positive long-term survival benefits of early detection and new treatments.

Additionally, MassMutual is recognized as a leader in efforts to improve understanding of women’s diverse financial needs, to support women agents in the field, and to educate women on financial issues. MassMutual sponsors a variety of research and educational projects and events that promote a greater understanding of women’s individual financial needs and how financial services companies can best meet them.

# # #

About Intermountain Financial Group, LLC

For more than 156 years, local residents and businesses rely on Intermountain Financial Group to help them secure their financial futures. The company has been in awarded the national Sloan When Work Works award in 2010, 2009 and 2008, as well as the Work/Life Award by the Utah Department of Workforce Services in 2010, 2008 and 2007 naming them one of Utah’s best places to work. The company currently has offices in Salt Lake City, Utah; St. George, Utah; and American Fork, Utah.

About MassMutual

Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders every year since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term.

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. MassMutual is headquartered in Springfield, Massachusetts and its major affiliates include: Babson Capital Management LLC; Baring Asset Management Limited; Cornerstone Real Estate Advisers LLC; The First Mercantile Trust Company; MassMutual International LLC; MML Investors Services, Inc., member FINRA and SIPC; OppenheimerFunds, Inc.; and The MassMutual Trust Company, FSB.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, Inc. member SIPC.  (Salt Lake City Agency – 6340 S. 3000 E., Suite 500, SLC, UT  84121 – (801) 943-6277)

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.

Insurance offered through MassMutual and other fine companies.

CRN201009-109878

Local Financial Services Professional Recognized at the Top

Patrick Latimer is Recognized as an Agency Rising Leader

Intermountain Financial Group, LLC the Utah agency for Massachusetts Mutual Life Insurance Company (MassMutual), awarded Patrick Latimer with the Agency Rising Leader award, recognizing Patrick as one of its top financial services agents.

The Rising Leader award recognizes individuals who have achieved the highest level of all-around sales and service performance in their first five career-contract years.

Patrick attributes his success to the strong support from the agency and the variety of training programs available to him. “The agency helps me keep current on trends and products that I may knowledgably service my clients in the way that is best for them.”

“Patrick is a focused and client-minded individual,” stated Todd A. Reid, General Agent. “He goes beyond what is expected for his clients, and enjoys working with each individual and business as they strategize for the future.”

Patrick has three years of experience in the financial services industry and focuses on families and small business owners. Patrick is active in local civic and religious groups, and is currently the Vice President of Business Networking International (BNI).

# # #

About the company:

For more than a century, the Intermountain Financial Group/MassMutual (IFG) www.intermountainfinancialgroup.com has provided a comprehensive offering of a diverse array of products, including life insurance, annuities, disability income insurance, long term care insurance, retirement planning products, mutual funds, and access to money management to individuals and businesses in Utah and most of United States. IFG currently has offices in Salt Lake City, Provo, and St. George, Utah. IFG has also been recognized as one of the best places to work in Utah by the Work/Life Awards Committee for 2010, 2008, and 2007 and the national Sloan When Work Works award in 2009 and 2008.

 

*Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, Inc. member SIPC.  (Salt Lake City Agency – 6340 S. 3000 E., Suite 500, SLC, UT  84121 – (801) 943-6277)

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.

Insurance offered through MassMutual and other fine companies.

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