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.


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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.
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*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.


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* 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.

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*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.