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Life in a Box

Disclosure

Mitch Rosenberg is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0698571), CO, FL, GA, IN, MA, MI, NJ, NV, NY, OR, SD, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Mitch Rosenberg is licensed and authorized to offer insurance in California, but MDR INSURANCE AND FINANCIAL SERVICES may not be. For additional information on California licensure status, please click here.

Mitch Rosenberg is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 889 Pierce Ct Ste 102, Thousand Oaks, CA, 91360, 805-494-4525. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, MA, MI, NV, NY, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Mitch Rosenberg is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, FL, GA, MA, MI, NV, NY, TN, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Mitch Rosenberg is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

MDR INSURANCE AND FINANCIAL SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither MDR INSURANCE AND FINANCIAL SERVICES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
  • ABOUT US
    • Home
    • Meet Our Team
    • Professional Designations
    • About Our Firm
    • Our Resources
    • About The Nautilus Group
    • Our Planning Process
  • AREAS OF EXPERTISE
    • Personal Solutions
    • Business Solutions
    • Investment Advisory
    • Product Solutions
    • Life Plan Strategies for Your Business
    • Lifetime of Hope
    • Navigating Income Tax
  • REFERENCE GUIDE
    • Our Blog
    • Helpful Links
    • News, Press & Events
    • Concepts and Strategies
    • Tax Rates, Tables, and Reference Guide
    • Calculators
  • CONTACT US
  • CLIENT LOGIN
    • Personal Financial Website
    • New York Life Virtual Service Center
    • Eagle Strategies
    • Brinker Capital
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