David West, Founder of West Capital Advisors, Inc. Joins Intermountain Financial Group Firm

David West aligns his 30-year practice with local agency to further assist his clients with additional products and services

Salt Lake City, UT—David West, CLU, ChFC, has recently joined Intermountain Financial Group, the Utah Agency of Massachusetts Mutual Life Insurance Company (MassMutual), as a financial services professional with over 30 years of industry experience. West joined the firm to enhance his product offerings for his current and future clients.

West’s focus is working with successful physicians and dentists in developing comprehensive strategies regarding their wealth. West also works with influential clients in transition with retirement, estate planning, and business succession needs.

“Joining Intermountain Financial Group was a decision that I did not take lightly,” stated West. “My clients’ wellbeing and financial needs take precedence, and this move allows me to offer additional strength and stability to their portfolios and lives.”

West received a Bachelor of Science degree in Business and History from Montana State University at Billings, and a Masters of Business Administration (MBA) from the University of Phoenix. He has worked in the industry for over 30 years, has earned the Charter Life Underwriter designation, earned the Chartered Financial Consultant designation, and is a member of the Financial Services Professional Utah Chapter.  

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For more than 150 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, 2011):

  • More than 13,800 policyholders and clients1
  • Servicing over $740 million in assets2
  • Over $3.9 billion in life insurance coverage in force3
  • Over $21 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 2012, 2011, 2010, 2009 and 2008, as well as the Work/Life Award by the Utah Department of Workforce Services in 2011, 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 – 6330 S. 3000 E., Suite 600, 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 12/31/11 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 1/1/11 to 12/31/11 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 2011.

 

*David West is a registered representatives of, and offers securities, investment advisory, and financial planning through MML Investors Services, LLC. Member SIPC.  (Salt Lake City Agency – 6330 S. 3000 E., Suite 600, SLC, UT  84121 – (801) 943-6277)

 CRN201410-165145

Experienced Technology Specialist Joins Intermountain Financial Group, LLC

7/10/2012 Salt Lake TribuneLearn More

Utah agency hires Eric Andersen to head the technology department, supporting firm’s agents and staff.
Intermountain Financial Group, the Utah Agency of Massachusetts Mutual Life Insurance Company (MassMutual), has hired Eric Andersen as its Technology Specialist. Andersen will work with the firm’s financial services professionals located throughout the state with their technology needs and training.
Andersen, a graduate of Westminster College, has a strong background in the financial services industry specializing in Information Technology. He began his career at American Express where he spent 10 years in a variety of roles in Marketing, Information Technology, Human Resources, and Customer Relations. Since then, he has worked in technology related positions for several companies including ASEA, Arnold Machinery Company, Beneficial Financial Group and The MONY Group. He has also spent the past two years as the Technology Coach for The McQueen Financial Group in Salt Lake City.
“Eric joining our firm is a big win for our agency,” stated Todd Reid, JD, CLF, General Agent. “Technology is an intricate part of our planning process while working with clients and prospective clients. His background is exactly what we need to continue to assist individuals and businesses with their financial needs.”
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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, 2011): • More than 13,800 policyholders and clients1 • Servicing over $740 million in assets2 • Over $3.9 billion in life insurance coverage in force3 • Over $21 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 2011, 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 12/31/11 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 1/1/11 to 12/31/11 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 2011.

Intermountain Financial Group Has Hired Two Additional Financial Services Professionals for Salt Lake City Office

Nick Morrell

Nick Morrell and Dennis Walker to Work with Individuals, Families, and Business Owners to Assist with Financial Strategies

Intermountain Financial Group, the Utah Agency of Massachusetts Mutual Life Insurance Company (MassMutual), has hired Nick Morrell and Dennis Walker as financial services professionals. Morrell and Walker will work with individuals and business owners to assist with strategies for life insurance, disability income insurance, long term care insurance, and business goals.

Nick Morrell is a graduate of the University of Utah with a Bachelor’s Degree in Finance and, while in attendance, he was part of the Athletics Honor Roll. He has strong financial experience in accounting and sales. Morrell’s goal is to identify each client’s needs and provide them with strategies that will aid in retirement planning and financial confidence.

Dennis Walker is a graduate of LDS Business College and has a background in both educational and business consulting. His primary focus is assisting his clients with their retirement and life insurance needs. “Whether it’s a business or a family, being prepared for any situation is a necessity,” states Walker. “Intermountain Financial Group is giving me an opportunity to create targeted strategies for those who understand this.”

# # #

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, 2011):

  • More than 13,800 policyholders and clients1
  • Servicing over $740 million in assets2
  • Over $3.9 billion in life insurance coverage in      force3
  • Over $21 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 2011, 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 12/31/11 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 1/1/11 to 12/31/11 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 2011.

Utah Financial Services Firm Hires Mandy Aguirre as 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.

Welcome Anthony Panek to Intermountain Financial Group

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.