Local Utah Financial Services Advisor Marks 40 Years with Financial Services Firm

Aug. 17, 2012 - PRLog -- Salt Lake City, UT— Jim Woodward has been calling Intermountain Financial Group “Home” for the past 40 years, and calls it “the best in the world for my career and clients.” Woodward joined Intermountain Financial Group, a Massachusetts Mutual Life Insurance Company (MassMutual) general agency in Salt Lake City, in 1972 and has been more than a successful advisor to many individuals; he has also been the General Agent of the Utah firm before retiring in 2001 to concentrate solely on his clients.
   Woodward works closely with each of his high net-worth clients handling their estate, retirement, and business planning needs. “I have been advising clients for a long time, and I enjoy the positive impact I have been making each day for the past 40 years.”
   “As one of the agency’s strongest producers,” said General Agent Todd A. Reid, JD, CLF “Jim is a perfect example of how we, as financial services professionals, have the opportunity to work with our clients through the many stages of their life. Jim is a tremendous asset to our firm and to MassMutual.”
   A Magna Cum Laude graduate of the University of Utah, Jim has had vast life experiences through personal and professional accomplishments.
   He and Carolyn live in Holladay and have five grown children.
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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.
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*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.