Intermountain Financial Group/MassMutual awarded the prestigious Alfred P. Sloan Award at the Work-Life Harmony Conference hosted by the Salt Lake Chamber.
Salt Lake City, Provo and St. George, UT (October 15, 2009) – The current recession – considered one of the worst since the Great Depression in the 1930s – is proving to be a “game changer” for organizations in all sectors of the economy. A study conducted by the Families and Work Institute in May 2009 found that most companies (81%) are maintaining the workplace flexibility they offer during the recession and another 13% are increasing it. The question remains: to what extent are employers able to continue be good places for employees to work while dealing with these very difficult business survival issues?
The winners of the Alfred P. Sloan Awards for Business Excellence in Workplace Flexibility offer a unique picture of organizations that are finding this middle ground. “From new forms of flexible work arrangements that minimize lay-offs, to creative cost-cutting that retains core medical benefits, to providing financial information and support to employees, these employers are braving the economic storm through innovative policies that prevent undue shock to their workplaces and their employees,” said Ellen Galinsky, President, Families and Work Institute.
Intermountain Financial Group, LLC, the Utah General Agency of Massachusetts Mutual Life Insurance Company (MassMutual), was honored yesterday by local award sponsor Salt Lake Chamber at a Work-Life Harmony Conference on Wednesday, October 14, 2009. Intermountain Financial Group’s innovative workplace practices include providing its employees a flexible work schedule, full benefits including disability income and life insurance, a strong community service presence, and the overall knowledge that an employees family is the most important factor of their success.
The Sloan Awards Awards honor organizations of all sizes and all types in the state of Utah and across the country that are using workplace flexibility as a strategy to increase workplace effectiveness and yield positive business results.
“We are honored to receive this national award and hope to continue strengthening the bond between the company and our employees. Having a strong and healthy work/life balance is the key to anyone’s success and we as a company do what we can to help with this goal.” Amber Dixon, Marketing and Recruiting Manager said. “It our internal customers that help make us great and we work hard to keep up the positive work environment and develop strong relationships with our employees, their families and the community”.
The Alfred P. Sloan Awards for Business Excellence in Workplace Flexibility are part of the When Work Works project, an ongoing initiative of Families and Work Institute, the Institute for a Competitive Workforce (an affiliate of the U.S. Chamber of Commerce), and the Twiga Foundation. Through When Work Works, these partner organizations provide research, resources, and recognition to employers nationwide. The project shares the results of research on creating effective and flexible workplaces that meet the needs of the 21st century.
Each of the 2009 Sloan Award winners will also be recognized nationally and will be featured in next year’s edition of the Guide to Bold New Ideas for Making Work Work, published by Families and Work Institute.
Now in its fifth year, the prestigious awards program expanded its application base to organizations nation-wide for the first time in 2009. With the introduction of an “at-large” category and 30 participating communities across the country, any organization in the U.S. was eligible for the award. Applicants were evaluated in a rigorous two-step process, first comparing the employer’s application to nationally representative data from Families and Work Institute’s National Study of Employers, and then corroborating the employer responses through a survey of employees.
For more information about When Work Works or the Alfred P. Sloan Awards, please contact Tyler Wigton at (212) 465-2044 or twigton@familiesandwork.org or Kelly Sakai at (212) 465-2044 x 211 and at ksakai@familiesandwork.org.
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ABOUT INTERMOUNTAIN FINANCIAL GROUP/MASSMUTUAL
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 2007 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)
ABOUT FAMILIES AND WORK INSTITUTE
Families and Work Institute (FWI) is a nonprofit, nonpartisan research organization that studies the changing workforce, family and community. As a preeminent think tank, FWI is known for being ahead of the curve, identifying emerging issues, and then conducting rigorous research that often challenges common wisdom and provides insight and knowledge. As an action tank, FWI conducts numerous studies that put its research into action and then evaluates the results. Its purpose is to create research to live by. For more information, see www.familiesandwork.org.
ABOUT THE INSTITUTE FOR A COMPETITIVE WORKFORCE
The Institute for a Competitive Workforce (ICW) is a 501(c)3 affiliate of the U.S. Chamber of Commerce and is working to ensure that businesses have access—today and tomorrow—to an educated and skilled workforce. ICW’s primary responsibilities for the When Work Works project are to provide support to the communities and connect local initiatives to national Chamber efforts. For more information, visit www.uschamber.com/icw
ABOUT THE TWIGA FOUNDATION
The Twiga Foundation is dedicated to inspiring, promoting and maintaining a family consciousness at home, in the workplace and in the community. Twiga’s primary responsibilities for the When Work Works project are to provide support to the communities,.acting as a liaison to key stakeholders in the When Work Works communities to build a broad local leadership constituency for creating better workplaces that meet the needs of employees, employers and communities. For more information, visit www.twigafoundation.org
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Monday, October 19, 2009
Tuesday, June 30, 2009
Utah children and adults with disabilities get taken out to the ballgame
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 (http://www.finra.org/ and http://www.sipc.org/); MassMutual International LLC and The MassMutual Trust Company, FSB. MassMutual is on the Internet at http://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.
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 (http://www.finra.org/ and http://www.sipc.org/); MassMutual International LLC and The MassMutual Trust Company, FSB. MassMutual is on the Internet at http://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.
Wednesday, June 3, 2009
It Is Official! The Utah W.I.F.S. Chapter is Formed!
Women in Insurance and Financial Services (W.I.F.S)
Local Chapter Now Formed
Local Chapter Now Formed
Women in the insurance and financial services industry now have a group to call “home”
Women in Insurance and Financial Services (W.I.F.S.), solidified the long-awaited formation of a Utah Chapter at an event attended by the national organization’s president-elect, Kathleen Godfrey of Buffalo, New York. President-Elect Godfrey expressed from personal experience how this organization can bring solid solutions to women by offering training, education, mentoring, and overall support on a local level.
Thanks to the grass root efforts of Renee Tribe, LUTCF, and Amber Dixon, the kick-off luncheon was held Wednesday at the Market Street Grill in Cottonwood. Over 30 women attended the event and learned about the local and national organization. As the organization’s name implies, it is focused on women who hold a variety of positions and licenses in the insurance and financial services industries.
Renee Tribe, the new chapter president, and Amber Dixon, the chapter’s public relations and marketing executive board member, started this project with the support of their general agent. In February, an initial exploratory lunch was held, and based on favorable responses at that meeting; the official kick-off was scheduled. “Women need to support women,” stated Renee Tribe. She added, “The financial services and insurance industries are tough, rewarding, ever-changing, and essential. For these reasons, it is highly important to be a part of a support group such as W.I.F.S. – so that in the entrepreneurial world of finance and insurance, you work for yourself, but are not by yourself.”
President-Elect, Kathleen Godfrey, spoke about personal experiences that led her to this career and how interacting and learning from other women in this profession helped her succeed. Ms. Godfrey stated, “Although there are many national organizations, this one is unique because it is focused specifically on women in the financial and insurance industry. It is not a network group, but a support group armed with tools and solutions that can help advance and encourage the success of women.”
The local chapter plans on meeting quarterly and offering CE credit at least once a year and is currently compiling feedback from members and members-to-be for additional options offered to members. The annual dues are $40 and each event is a pay-as-you-go fee.
Coinciding with the kick off lunch, new members of Utah W.I.F.S. donated clothing to the Utah-based Turning Point Center. Turning Point is a center for personal and career development and is a community resource. The Professional Clothing Source portion of the center offers clothing to women who are returning to school and/or the work force and do not have the resources to build a wardrobe. Local merchants and individuals donate clothes that are then made available at no cost to the women in the program.
The Board members would also like to thank Mr. Todd Reid, general agent with Intermountain Financial Group/MassMutual and Mr. Roger McQueen, the general agent with Northwestern Mutual for donating money towards the kick-off luncheon and helping make it a success.
For more information to get involved with the new Utah Chapter contact Amber Dixon, Interim Membership Committee Chairperson, at 801-453-2274 or email her at adixon@finsvcs.com; and visit the national W.I.F.S. organization’s website at http://www.w-wifs.org/_. We are also on LinkedIn, Facebook, and Twitter.
# # #
About W.I.F.S.:
Women in Financial Services is a national organization of women in the insurance and financial services industries. The organization was originally formed in 1936 as the Women Leaders Round Table (under NALU, now NAIFA) and in 2000, expanded to include all areas of financial services. Financial organizations use W.I.F.S.’ Fortune Academy and Mastermind teleconference monthly programs as an economical way to expand women’s meetings. The organization provides an avenue where Financial Services Professionals can network, learn from others in the business, and give back to the next generation. Chapters are located throughout the country, and the organization holds bi-annual conferences.
Thanks to the grass root efforts of Renee Tribe, LUTCF, and Amber Dixon, the kick-off luncheon was held Wednesday at the Market Street Grill in Cottonwood. Over 30 women attended the event and learned about the local and national organization. As the organization’s name implies, it is focused on women who hold a variety of positions and licenses in the insurance and financial services industries.
Renee Tribe, the new chapter president, and Amber Dixon, the chapter’s public relations and marketing executive board member, started this project with the support of their general agent. In February, an initial exploratory lunch was held, and based on favorable responses at that meeting; the official kick-off was scheduled. “Women need to support women,” stated Renee Tribe. She added, “The financial services and insurance industries are tough, rewarding, ever-changing, and essential. For these reasons, it is highly important to be a part of a support group such as W.I.F.S. – so that in the entrepreneurial world of finance and insurance, you work for yourself, but are not by yourself.”
President-Elect, Kathleen Godfrey, spoke about personal experiences that led her to this career and how interacting and learning from other women in this profession helped her succeed. Ms. Godfrey stated, “Although there are many national organizations, this one is unique because it is focused specifically on women in the financial and insurance industry. It is not a network group, but a support group armed with tools and solutions that can help advance and encourage the success of women.”
The local chapter plans on meeting quarterly and offering CE credit at least once a year and is currently compiling feedback from members and members-to-be for additional options offered to members. The annual dues are $40 and each event is a pay-as-you-go fee.
Coinciding with the kick off lunch, new members of Utah W.I.F.S. donated clothing to the Utah-based Turning Point Center. Turning Point is a center for personal and career development and is a community resource. The Professional Clothing Source portion of the center offers clothing to women who are returning to school and/or the work force and do not have the resources to build a wardrobe. Local merchants and individuals donate clothes that are then made available at no cost to the women in the program.
The Board members would also like to thank Mr. Todd Reid, general agent with Intermountain Financial Group/MassMutual and Mr. Roger McQueen, the general agent with Northwestern Mutual for donating money towards the kick-off luncheon and helping make it a success.
For more information to get involved with the new Utah Chapter contact Amber Dixon, Interim Membership Committee Chairperson, at 801-453-2274 or email her at adixon@finsvcs.com; and visit the national W.I.F.S. organization’s website at http://www.w-wifs.org/_. We are also on LinkedIn, Facebook, and Twitter.
# # #
About W.I.F.S.:
Women in Financial Services is a national organization of women in the insurance and financial services industries. The organization was originally formed in 1936 as the Women Leaders Round Table (under NALU, now NAIFA) and in 2000, expanded to include all areas of financial services. Financial organizations use W.I.F.S.’ Fortune Academy and Mastermind teleconference monthly programs as an economical way to expand women’s meetings. The organization provides an avenue where Financial Services Professionals can network, learn from others in the business, and give back to the next generation. Chapters are located throughout the country, and the organization holds bi-annual conferences.
Thursday, May 21, 2009
Women in Insurance & Financial Services in Utah
We had a fantastic turnout at our Utah chapter turnout for the newly formed Women in Insurance and Financial Services (W.I.F.S) chapter in Utah kickoff luncheon on Wednesday May 20th! WIFS is the ONLY national organization exclusively devoted to helping women succeed in both insurance and financial services. Now we have a local chapter to support you on a more personal level. No matter your tenure, if you are a producer, independent, captive, or in management, we invite you to join WIFS.
You have a lot of choices for association membership. We invite you to experience why WIFS is unique.
Want more information about joining? Contact our Membership Community Chair, MaryLynn Allred at 801-928-8506 or marylynnallred4@msn.com. You can also visit us on LinkedIn under Utah Women in Insurance and Financial Services.
You have a lot of choices for association membership. We invite you to experience why WIFS is unique.
Want more information about joining? Contact our Membership Community Chair, MaryLynn Allred at 801-928-8506 or marylynnallred4@msn.com. You can also visit us on LinkedIn under Utah Women in Insurance and Financial Services.
Tuesday, May 12, 2009
SpecialCare Planner to work with families with disabilities and special needs
Bret Hortin has been named the Agency’s SpecialCaresm Planner to work with families with special-needs children.
Salt Lake City, UT—May 12, 2009—Intermountain Financial Group, the Utah General Agency of Massachusetts Mutual Life Insurance Company (MassMutual), has named Bret Hortin as the Agency’s SpecialCaresm Planner last week to work with the Agency’s financial services representatives by providing expertise in working with families with disabilities or other special needs using MassMutual’s SpecialCaresm program.***
Mr. Hortin has been helping families and businesses achieve their financial goals for over 20 years; beginning his tenure with Intermountain Financial Group 13 years ago. Mr. Hortin has recently accepted the position as the agency’s first SpecialCaresm Planner to help assist families with developing valuable financial strategies and creating strategic financial solutions that integrate with Government programs. “The special needs market is growing at a phenomenal rate,” stated Todd A. Reid, JD*, CLF, General Agent. “Bret, who has a personal vested interest and is the only career agent in Utah certified specifically for this specialized area, works diligently to provide access to information and specialists that will help caregivers make those all-important life care planning decisions.”
Mr. Hortin empathizes with parents who are faced with the challenges of having a child with special needs because of the knowledge that there may come a time, through sickness, disability or death, when they will no longer be able to provide for their child. “When our son was born with congenital heart defects, we were overwhelmed and had little understanding or information about planning for the future care of a disabled child,” began Mr. Hortin. “When MassMutual developed the SpecialCaresm program I instantly enveloped it because my wife and I would have loved to have had this resource available to us 17 years ago. This is what motivates me to help others plan for their future.”
The mission of the SpecialCaresm program and Mr. Hortin is to help make a positive difference in the lives of people with disabilities and other special needs, their caregivers, and other family members. Through the network of other specialists and professionals, Intermountain Financial Group can provide appropriate referrals to further assist families with their unique situations and help coordinate family education and communication.
Contact Bret Hortin at 801-453-2264 if you or someone you know would like to sit down with him and his network of professionals to develop a life care plan to include government benefits, appropriate legal documents and necessary financial products to help plan the future of your special needs child.
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.
# # #
* 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’s SpecialCaresm program provides access to information, specialists, and financial products and services that can help improve the quality of life for people with disabilities and special needs.
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.
Wednesday, March 18, 2009
Intermountain Financial Group, LLC Sponsors Women in Insurance and Financial Services (W.I.F.S) Local Meeting
Intermountain Financial Group, LLC. (IFG) sponsored the first ever Women in Insurance and Financial Services (W.I.F.S.) luncheon in Utah on Wednesday. This luncheon signified a big step forward for Utah’s women by developing the first and only local Utah Chapter of W.I.F.S., a national non-profit organization dedicated to supporting women in the financial services industry.
Renee Tribe, LUTCF, and Amber Dixon, who are affiliated with IFG, began working on developing this chapter back in 2008 with the support from their General Agent, Todd A. Reid, JD*, CLF. On Wednesday their hard work came to fruition where board members were selected and potential members applied. “We had a great group of women who attended our luncheon,” stated Renee Tribe, the Chapter’s president. “Because W.I.F.S. is dedicated to encouraging and advancing the success of women in the financial services arena, I felt very strongly about starting a local chapter to help Utah’s women working in this field with a place to collaborate.”
IFG is the Utah agency of Massachusetts Mutual Life Insurance Company (MassMutual), a Diamond Level partner of the national W.I.F.S. group. “As the General Agent of IFG, I have always had a commitment towards helping women succeed in the insurance and financial services industry,” said Todd A. Reid, JD, CLF, General Agent. “Sponsoring the luncheon was my way of showing my support and the support of our agency to the many talented Utah women in our field.”
MassMutual is committed to supporting the growth and success of women in business and the community at large through financial education, a diverse portfolio of products and services and corporate sponsorships. IFG allied with MassMutual’s efforts through assisting in the formation of a local W.I.F.S. Utah chapter, which was another way of sustaining that growth.
For more information to get involved with the new Utah Chapter contact Amber Dixon, Membership Committee Chairperson, at 801-453-2274 and visit the national W.I.F.S. organization’s website at http://www.w-wifs.org.
# # #
About W.I.F.S.:
Women in Financial Services is a national organization of women in the insurance and financial services industries. The organization was originally formed in 1936 as the Women Leaders Round Table (under NALU, now NAIFA) and in 2000, expanded to include all areas of financial services. Financial organizations use W.I.F.S.’ Fortune Academy and Mastermind teleconference monthly programs as an economical way to expand women’s meetings. The organization provides an avenue where Financial Services Professionals can network, learn from others in the business, and give back to the next generation. Chapters are located throughout the country, and the organization holds bi-annual conferences.
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. 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.
# # #
*Licensed but not practicing on behalf of MML Investors Services, Inc. or Massachusetts Mutual Life Insurance Company.
**Securities and investment advisory and financial planning 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.
Renee Tribe, LUTCF, and Amber Dixon, who are affiliated with IFG, began working on developing this chapter back in 2008 with the support from their General Agent, Todd A. Reid, JD*, CLF. On Wednesday their hard work came to fruition where board members were selected and potential members applied. “We had a great group of women who attended our luncheon,” stated Renee Tribe, the Chapter’s president. “Because W.I.F.S. is dedicated to encouraging and advancing the success of women in the financial services arena, I felt very strongly about starting a local chapter to help Utah’s women working in this field with a place to collaborate.”
IFG is the Utah agency of Massachusetts Mutual Life Insurance Company (MassMutual), a Diamond Level partner of the national W.I.F.S. group. “As the General Agent of IFG, I have always had a commitment towards helping women succeed in the insurance and financial services industry,” said Todd A. Reid, JD, CLF, General Agent. “Sponsoring the luncheon was my way of showing my support and the support of our agency to the many talented Utah women in our field.”
MassMutual is committed to supporting the growth and success of women in business and the community at large through financial education, a diverse portfolio of products and services and corporate sponsorships. IFG allied with MassMutual’s efforts through assisting in the formation of a local W.I.F.S. Utah chapter, which was another way of sustaining that growth.
For more information to get involved with the new Utah Chapter contact Amber Dixon, Membership Committee Chairperson, at 801-453-2274 and visit the national W.I.F.S. organization’s website at http://www.w-wifs.org.
# # #
About W.I.F.S.:
Women in Financial Services is a national organization of women in the insurance and financial services industries. The organization was originally formed in 1936 as the Women Leaders Round Table (under NALU, now NAIFA) and in 2000, expanded to include all areas of financial services. Financial organizations use W.I.F.S.’ Fortune Academy and Mastermind teleconference monthly programs as an economical way to expand women’s meetings. The organization provides an avenue where Financial Services Professionals can network, learn from others in the business, and give back to the next generation. Chapters are located throughout the country, and the organization holds bi-annual conferences.
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. 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.
# # #
*Licensed but not practicing on behalf of MML Investors Services, Inc. or Massachusetts Mutual Life Insurance Company.
**Securities and investment advisory and financial planning 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.
Monday, March 9, 2009
Intermountain Financial Group, LLC 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.
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.
New Hires
Intermountain Financial Group, the Utah Agency of Massachusetts Mutual Life Insurance Company (MassMutual), has hired Clint Womack, Justin Kent and Kellen Fowler as financial services advisors. Clint, Justin and Kellen help individuals, families, and small business owners with their life insurance and investment needs while supporting the client’s goals for a more secure future. Clint, a graduate from Northern Arizona University, joined the Agency with entrepreneurial experience in the mortgage and real estate realm. Justin, a Springville resident, is a graduate of BYU with a Bachelors of Science degree in Business Finance and has years of managerial experience. Kellen is a graduate of BYU with a Business Management degree.
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. The company currently has offices in Salt Lake City, Utah; St. George, Utah; Provo, Utah and Boise, Idaho. The agency boasts over $740 million assets under management as of year-end 2007.
# # #
*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.
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. The company currently has offices in Salt Lake City, Utah; St. George, Utah; Provo, Utah and Boise, Idaho. The agency boasts over $740 million assets under management as of year-end 2007.
# # #
*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.
New Hires
Intermountain Financial Group, the Utah Agency of Massachusetts Mutual Life Insurance Company (MassMutual), has hired Curtis Rawlings, CPA and Renee Tribe, LUTCF, as financial services advisors. Curtis and Renee help individuals, families, and small business owners with their life insurance and investment needs while supporting the client’s goals for a more secure future. Curtis, a graduate from Utah State University with an MBA, joined the Agency with financial experience as a CPA. Renee, has over six successful years of experience as a financial advisor, is a participating member of Women in Insurance & Financial Services (WIFS), and a PTA President.
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; Provo, Utah and Boise, Idaho. The agency boasts over $740 million assets under management as of year-end 2007.
# # #
*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.
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; Provo, Utah and Boise, Idaho. The agency boasts over $740 million assets under management as of year-end 2007.
# # #
*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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