Jim Balis Insurance & Financial Service

Located in Salt Lake City, UT, Primerica stands as a financial services organization committed to assisting middle-income families in securing their financial future through a blend of educational tools and individualized advice. Through a needs-based strategy, they extend a range of services, including term life insurance, mutual funds, annuities, and retirement options, all customized to suit the unique financial objectives and situations of each client. At Primerica, accessibility is key, as they offer comprehensive financial education to equip individuals with the knowledge needed to navigate crucial topics such as budgeting, debt management, savings strategies, protection, and wealth accumulation techniques. By providing families with practical insights and adaptable, respectful assistance, Primerica endeavors to encourage well-informed decision-making and elevate the long-term financial security of their clients. Generated using this brand's available information

HistoryFounded 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.SpecialtiesFinancial Resource Services, Life & Disability Income Insurance Needs, Review of Savings and Investments, Retirement Income Needs, Budgeting and Cash Flow Study, Retirement Products and Services, Individual Retirement Accounts (IRAs), Fixed and Variable Annuities, Retirement Needs Review, Long Term Care Insurance, Tuition Funding Programs, College Costs Analysis, Analysis of Investment* Alternatives, Insurance and Investment Products, Investment Products, Mutual Funds, Unit Investment Trusts, Variable Annuities, Direct Participation Programs, Securities Brokerage Services, Estate Planning**, Estate Preservation, Tax Reduction Strategies, Charitable Giving

Jim Ernest Leary is a Licensed Financial Representative with Primerica serving SALT LAKE CITY and its surrounding areas.