News, Press & Events : MDR Insurance & Financial Services

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Press & Announcements

2023 Agent of the Year

A longtime leader in the region’s financial services sector received the prestigious Agent of the Year Award by the San Fernando Valley General Office of New York Life. It is the fifth time in eight years that Mitch Rosenberg, CLU®, ChFC®, CFP®, MSFS, AEP®, has earned the distinction.

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2023 Chairman’s Cabinet Press

Mitchell D. Rosenberg, CLU®, ChFC®, CFP®, MSFS, AEP® has been named a member of the 2022 Chairman’s Cabinet of New York Life Insurance Company. Members of the elite Chairman’s Cabinet are the Top Seventy-Five highest producing agents among New York Life’s elite sales force of more than 12,000 licensed agents. Mr. Rosenberg has been a New York Life agent since 1986, and is associated with New York Life’s San Fernando Valley General Office in Westlake Village.

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2021 Who's Who Finance Press

Thousand Oaks, California – Mitch Rosenberg, a leader in the financial services sector, has just been named a Who’s Who in Banking & Finance by the Pacific Coast Business Times.

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Rosenberg Forbes-SHOOK Top Financial Security

Forbes and SHOOK Research have named Mitch Rosenberg,CFP®, CLU®, MSFS, AEP®, a top professional in Southern California’s financial industry. Theprestigious designation recognizes the results-driven leadership of Rosenberg, the founder of MDR Insurance & Financial Services in Thousand Oaks.

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2019 "Who's Who of Insurance"

Wrapping up another good year on a high note, and adding one more honor to his long list of accomplishments, Mitchell D. Rosenberg has earned his place on a prestigious Tri-Counties list of top insurance and financial agents for 2019.

2015 Community Impact Grant

New York Life Agent Mitchell D. Rosenberg, CLU®, ChFC®, CFP®, MSFS, AEP® Helps Children's Hospital Los Angeles to Receive Community Impact Grant from New York Life.

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Data provided by SHOOK®Research, LLC.Data as of 12/31/21.
Source: Forbes.com(July, 2022).

Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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