Former Officer of Beneficial Life Insurance Joins Utah Agency of Massachusetts Mutual Life Insurance Company As Head of Advanced Life Insurance Solutions.

Salt Lake City, Provo, and St. George, Utah – November 9, 2009 – Intermountain Financial Group, the Utah Agency for Massachusetts Mutual Life Insurance Company (MassMutual) is pleased to announce that Jerry Borrowman, MSFS, CAP, CLU, ChFC, LUTCF and former officer of the local Beneficial Life Insurance company will join the all-inclusive financial services firm as the new specialist for Advanced Life Insurance Solutions starting immediately.

“We are very eager to have Jerry join our dynamic team,” said Todd A. Reid, JD*, CLF, General Agent of Intermountain Financial Group. “His advanced life insurance knowledge, combined with his extensive training, managing and educational background, is a welcome supplement to our firm.  His addition enables us to further develop our already strong agency into a significant powerhouse.”

            “I am very excited about joining this great firm and working locally with agents, clients, and their other professional advisers,” said Borrowman. “This unique opportunity not only challenges me professionally, but also meets my goal of working with a highly rated carrier with superior surplus and strength. said Borrowman.

Before accepting the position with Intermountain Financial Group, Borrowman served as a Life Insurance agent over 30 years ago with another prominent firm and in that time he worked as an agent, a manager, recruiters, and a full-time trainer. He was also the Vice President in field technology allowing him to travel outside of the country. Borrowman boasts five industry designations along with a BA in Political Science and a Masters Degree from the American College. He also has 10 books in print.

 

About the company:

 

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 Work/Life Award by the Utah Department of Workforce Services in 2008 and 2007 naming them one of Utah’s best places to work and the national Sloan When Work Works award in 2008. The company currently has offices in Salt Lake City, Utah; St. George, Utah; and Provo, Utah. The agency boasts over $740 million assets serviced as of year-end 2007. 

 

# # #

* Not Practicing on behalf of of MassMutual or MML Investors Services, Inc.

**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.

 

 

 

Utah children and adults with disabilities get taken out to the ballgame

Salt Lake Bees put special needs families center stage at Spring Mobile Ballpark

Salt Lake City, UT  •  July 2, 2009― When children or adults have special needs, their parents or caregivers can have special fears about their future care, finances, happiness and independence.

But families in the state of Utah will take a break from that anxiety on July 8th during a trip to the Spring Mobile Ballpark to see the Salt Lake Bees take on the Colorado Springs Skysox. The Salt Lake Bees, MassMutual Financial Group, and EP Global Communications are making this trip to the ball park possible by donating at least 250 tickets, although double that amount of been requested, to special needs families so they can attend the game.

“This is much more than a trip to the ballpark. It’s a loud and clear statement that people with disabilities are an important part of our community,” said Bret Hortin, Agency Special Needs Planner, at Intermountain Financial Group, LLC, the Salt Lake City general agency of MassMutual.

Parents raising children with autism are very concerned about the future independence, quality of life, social and inter-personal connections, employment and housing opportunities for their children, according to a December 2008 Living with Autism study by Harris Interactive, MassMutual and Easter Seals.

These parents also say they’re “financially drowning” and don’t know where to turn for help. The study found parents afraid their family will fall short of cash when they need it most – to care for their children and retire.

“Taking in a ballgame won’t erase their fears or the challenges these families face, but the spirit and symbolism of hundreds of people going to a ballgame together shows people with disabilities and their families are not alone and they play a critical role in their community,” said Todd A. Reid, JD, CLF, General Agent

MassMutual and its agencies are holding these ball park events across the country this spring and summer. They’re called Disability Awareness Nights (DAN) and are done in collaboration with Exceptional Parent Magazine.

“DAN events are important because parents who have children with special needs are not only struggling to manage their finances and care for their children – they’re trying to give their children typical life experiences, like making friends, or simply enjoying a day at the ballpark,” said Todd Reid.

People with disabilities are a special focus for MassMutual and its SpecialCare planners across the country. The Special Care Planner receives advanced training and information in estate and tax planning concepts, special needs trusts, government programs, and the emotional dynamics of working with people with disabilities and other special needs and their families. The certificate program is offered by The American College in Bryn Mawr, PA exclusively for MassMutual financial professionals.

“We’re advocates for people with disabilities and other special needs. There is no reason why they should live in fear or isolation; helping them improve their quality of life is a top priority for MassMutual,” said John Chandler, MassMutual senior vice president.

For more information on MassMutual’s SpecialCareSM program contact the Special Care Planning team at Intermountain Financial Group at 801-453-2264 or visit www.massmutual.com/specialcare

-END-

CRN201103-117329.

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.

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 Work/Life Award by the Utah Department of Workforce Services in 2008 and 2007 naming them one of Utah’s best places to work and the national Sloan When Work Works award in 2008 and nominated again in 2009. The company currently has offices in Salt Lake City, Utah; St. George, Utah; and Provo, Utah. The agency boasts over $530 million assets serviced as of year-end 2008.

Intermountain Financial Group Hires New Recruiter

Intermountain Financial Group, the Utah General Agency of Massachusetts Mutual Life Insurance Company (MassMutual), has promoted Anton Brog to serve as the Agency’s recruiter. Mr. Brog will actively be recruiting individual’s to join the firm in the financial advising capacity helping people and businesses with their financial needs.

Mr. Brog joined the Intermountain Financial Group in late 2007 to head their strategic alliance department and recently accepted the added position as recruiter. “We are excited that Mr. Brog has accepted this new position within our management team,” stated Mr. Todd A. Reid, JD*, CLF, General Agent. “He has the knowledge, the fortitude, and the experience to expand the Agency’s already strong team of financial professionals.”

Mr. Brog, who earned his MBA with the University of Utah, has over nine years of experience in the financial services specialty and is a registered principal with the Agency. “I am looking forward to utilizing my advanced skills in the sales and marketing arena’s to be able to promote this career opportunity for an award-winning agency,” Mr. Brog said. “I am jumping right in and will be creating a strong presence at the local universities and in the Utah communities.”

About the company:

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 Work/Life Award by the Utah Department of Workforce Services in 2008 and 2007 naming them one of Utah’s best places to work and the national Sloan When Work Works award in 2008. The company currently has offices in Salt Lake City, Utah; St. George, Utah; and Provo, Utah. The agency boasts over $740 million assets under management as of year-end 2007.

# # #
* Licensed but not practicing
**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.

We won the gold bowl!

MASSMUTUAL’S INTERMOUNTAIN FINANCIAL GROUP AGENCY NAMED GOLD BOWL WINNER

General Agent Todd A. Reid, JD, CLF Recognized as Part of the 2007 Chairman’s Trophy Award

 

Salt Lake City, St. George and Provo, UT., April 3, 2008 –Massachusetts Mutual Life Insurance Company (MassMutual) announced that Intermountain Financial Group, LLC, a MassMutual general agency with locations in Salt Lake City, Provo and St. George, Utah under the leadership of General Agent, Todd A. Reid, JD, CLF, has received, for the third year in a row, the Gold Bowl in MassMutual’s Chairman’s Trophy competition. The award recognizes the Agency for superior overall performance and measures a number of areas during the previous year, including overall production, growth, agent development and capacity and persistency. This year the Agency was the sole Agency within the MassMutual system to lead in every qualifying category. MassMutual has an extensive field force of more than 4,000 agents in over 80 agencies, which are eligible for the award.

Reid attributes his Agency’s success and receipt of the award to, “our financial professionals, staff and management team who have worked very hard to provide quality products and service to our clients,” he said. “We value each and every client. The receipt of these rewards serves to show that we are continuing to not only accomplish our goals but exceed them in our community.”

For more than a century, the Intermountain Financial Group/MassMutual 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, Idaho and parts of Montana.

 

*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)

###

CRN200903-089923

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.