New York Life

CA Insurance License #0698571
MDR Insurance & Financial Services

Life and Health Insurance licensed to do business in CA, CO, AZ, FL, NY & TX 


 

 The financial world has never been so complex nor the obstacles to financial success ever been so great. As a result, more people are failing to reach their financial potential than ever before. These people don't plan to fail, they fail to plan properly. In fact, most people are likely to spend more time planning their vacations than they do their financial affairs!

 
MDR Insurance and Financial Services can help you make smart decisions about insurance and financial products. Our primary objective is to help you accumulate funds, minimize taxes and protect your income and estate with the products we offer so that money will be available when it is needed most.
 
MDR Insurance and Financial Services works with Business Owners and Individuals in the areas of Insurance and Employee Benefits, Retirement Funding, Estate Conservation and funding for Business Continuation Planning. We help you assess your current situation, identify your goals, needs and objectives and provide you with the strategies and solutions to help you achieve your goals.
 
Whether you require a variety of products or a specific insurance or financial product, our extensive insurance and financial backgrounds and level of expertise help us to properly incorporate your plans into your insurance and financial picture and to coordinate with your financial and legal advisor's so that your plans are implemented properly.
 
Working with MDR Insurance and Financial Services is more than just buying products. We provide value-added services. We ask tough questions. We listen. We care. We make sure that all available options are fully understood before decisions are made and actions are implemented in coordination with members of your advisor team. Mitch Rosenberg will periodically review your original plans to determine if the plans previously established still meet your current needs and objectives. Our goal is to gain your trust and confidence and develop a successful long-term relationship by committing ourselves to excellence in products and services.
 
 
 
Personal Planning For:
College Funding
Mortgage Protection
Retirement Funding
Estate Conservation
Charitable Giving
Gifts to Children/Grandchildren
IRA Funding
 
 
Business Planning For: 
Buy Sell Funding with Life Insurance
Deferred Compensation Funding with Life Insurance
Executive Bonus Plans with Life Insurance
Key Person Protection with Life and Disability Income Insurance
Funding for Qualified Plans (SEP’s, TSA’s, Keogh’s, 401(k)’s)
Funding for Salary Continuation Plans

Please take 2 minutes to review my Nautilus flash video. I hope it's something you will find 
interesting and informative.  Please click on the safe-link below.

http://clients.bn24.com/NautilusGroup/flash/The-Nautilus-Group.html


About Me

Mitchell D. Rosenberg lives in Thousand Oaks, CA with his wife Melanie, their oldest daughter Ashley and their twins, Andrew and Paige. He is very active in the Southern California Business Community including being a past Board member of the Warner Center Estate & Tax Planning Council and the Los Angeles Chapter of the Haas School of Business at UC Berkeley. Mitch is a very active volunteer with Childrens Hospital Los Angeles.
 
 
Mitch Rosenberg is a Member Agent of the Nautilus Group, a service of New York Life Insurance Company, a resource for estate conservation and business succession ideas available to approximately 200 New York Life agents nationwide. With offices in Dallas, Texas, the Nautilus Group is staffed by professionals with credentials in law, taxation, accounting, insurance and finance. Utilizing information provided by members' clients, they provide strategies for consideration by the client's own legal and tax advisor's. The work of the Nautilus Group revolves around three objectives common to estate conservation and business succession: 1) GROWTH to help maximize the value of your assets 2) SECURITY to help manage risk 3) CONTINUITY to help pass on the results of your life's work Neither members nor staff of the Nautilus Group may give legal or tax advise. Their role is to educate and motivate affluent individuals to address the planning issues that will affect them and their families far into the future.
 
**Mitch Rosenberg is registered as an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser offering investment advisory services in the state of CA. As such these services are strictly intended for individuals residing in CA. Through Eagle Strategies, Mitch's clients have access to fee-based financial planning as well as fee-based money management.
 
Mitch Rosenberg is a registered representative for NYLIFE Securities LLC (member FINRA/SIPC), a registered broker-dealer, licensed to offer securities products to individuals residing in the state of CA.  No offers may be made or accepted from any resident outside the specified state referenced. 

Mitch Rosenberg is an agent licensed to sell insurance through New York Life Insurance Company, Mitch may be licensed to sell insurance with various other independent unaffiliated insurance companies in the states of of CA, CO, AZ, FL, NY & TX. No offers maybe made or accepted from any resident outside the specific states referenced.

 Professional Credentials and Designations

CFP®
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Master of Science in Financial Services (MSFS)
Certified Public Accountant (CPA)
Graduated Phi Beta Kappa from University of California at Berkeley
Court of the Table and Qualifying and Life Member, Million Dollar Round Table*
Member, AICPA and The Society of Financial Service Professionals

*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.

MDR Insurance & Financial Services is not owned or operated by New York Life Insurance Company nor its subsidiaries including NYLIFE Securities LLC While Mitch Rosenberg operates under the name of MDR Insurance & Financial Services, he is also an agent for New York Life Insurance Company and in that capacity can offer life insurance, annuities and other financial products. © Copyright 2000 New York Life.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.


 

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