SOURCE: NorCal Wealth Management

NorCal Wealth Management

February 14, 2012 10:00 ET

MassMutual's Nor-Cal Wealth Management in Sacramento Receives Its First National Award

Firm's General Agent Jeff Utley and Financial Services Team Earn First Chairman's Trophy

SACRAMENTO, CA--(Marketwire - Feb 14, 2012) - The MassMutual Financial Group has announced that the Sacramento Nor-Cal Wealth Management Agency, under the leadership of General Agent Jeff Utley, has earned its first Massachusetts Mutual Life Insurance Company's (MassMutual) National Chairman's Trophy. The trophy is one of the most prestigious awards of the national organization and recognizes the Agency's substantial double digit growth over the last year.

Utley's agency received the award for performance in 2011, a tremendous accomplishment since Utley only took over the Agency 18 months ago. Since Mr. Utley headed the Agency, he has also grown its financial advisor staff from 9 to 36 professionals, and has plans to increase the Agency to 45 financial professionals by the end of 2012.

MassMutual has 82 offices around the country with over 5300 agents. The Chairman's Trophy is given to the top offices. The award is a reflection of an agency's accomplishments in revenue growth, recruitment and productivity.

"We have had a tremendous year with our production experiencing strong double digit growth and the professionals in our office are committed to working carefully with clients and providing them with excellent service. The results of their efforts speak for themselves," said Utley.

One Nor-Cal Wealth Management Agent doing outstanding work is Cindy Fuzie. Cindy has been in the Financial Industry for five years and has been recognized each of those five years as a "Leader." Cindy has also qualified for her second consecutive year in the Financial Industry's Million Dollar Round Table, an international organization which maintains the standard for moral and ethical policy as well as recognizing "Leaders" in the field from around the world. Cindy is leading the Sacramento office in overall production and is very involved with community and local networking organizations.

"Cindy is an outstanding member of our team and is doing tremendously well serving the Sacramento area's businesses with Financial Planning. She is highly motivated and professional and is working diligently to help her clients meet all of their financial goals," Utley said.

About NorCal Wealth Management & Insurance Services, LLC

  • More than 10,000 policyholders and clients1
  • Servicing over $222 Million in assets (including assets and certain external investment funds managed by MassMutual and its subsidiaries)
  • More than $1.8 billion in life insurance face amount in force2
  • Life insurance benefits (claims) paid3
  • Disability income insurance benefits (claims) paid4
  • Will return more than $3.9 million in dividends to its participating policyholders5
  • Client policy and account values6

Jeff Utley is Managing Partner of the NorCal Wealth Management & Insurance Services, LLC. The agency is headquartered in Roseville, CA. Mr. Utley can be reached at 916-878-3333 or by e-mailing him at jeffutley@financialguide.com.

About MassMutual

Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders every year since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long-term.

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. MassMutual is headquartered in Springfield, Massachusetts and its major affiliates include: Babson Capital Management LLC; Baring Asset Management Limited; Cornerstone Real Estate Advisers LLC; The First Mercantile Trust Company; MassMutual International LLC; MML Investors Services, LLC., member FINRA and SIPC; OppenheimerFunds, Inc.; and The MassMutual Trust Company, FSB.

For more information, visit massmutual.com.

1 An insured, owner, or payer of a MassMutual policy or contract.

2 Amount of individual life insurance in force at the end of the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Baystate Life Insurance Company.

3 Amount of individual life insurance 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.

4 Amount of disability income insurance claims paid from 1/1/10 to 12/31/10 related to products issued by Massachusetts Mutual Life Insurance Company

5 The amount of dividends to whole life policyholders in 2010.

6 Includes values of MassMutual and subsidiary insurance companies' insurance and retirement products and investment products offered through MML Investors Services, LLC, a MassMutual subsidiary

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 3721 Douglas Blvd., Suite 151, Roseville, CA 95661. (916) 878-3300

Contact Information

  • Contact:
    Erica Zeidenberg
    925-631-0553