Midwood Financial Services, Inc.

At Midwood, your success is our goal.

General Information
Company Name
Midwood Financial Services, Inc.
Founded Year
2000
Location (Offices)
Encino, United States +1
Founders / Decision Makers
Number of Employees
31
Industries
Financial Services, Insurance
Funding Stage
-
Social Media

Midwood Financial Services, Inc. - Company Profile

Midwood Financial Services, Inc.

Founded in 2000, Midwood Financial Services is the nation's largest independently owned distributor of financial products and services to more than 250 banks in the United States. The company's strength lies in its commitment to continuously matching its clients with the best product solutions and distribution strategies available in the financial industry.

Midwood's achievements are driven by its independence from any one financial product manufacturer. This gives Midwood the freedom to review, analyze, and evaluate the widest range of products and services – selecting only those that meet the most stringent criteria for consumer-oriented features, benefits, and costs.

Utilizing a national team of Regional Sales Directors, Midwood provides unsurpassed support to the sales and marketing efforts of licensed representatives within its client firms. The company designs and develops cutting-edge sales and marketing concepts to inspire compliant goal setting and achievement. A supporting team of internal Key Account Managers works in tandem with the RSD's to support sales and product administration.

In 2005, recognizing the increasing importance of training and education in today's complex regulatory and continuously evolving financial services environment, Midwood established a Training and Education Department. Headed by the Training Director, Midwood promulgates proprietary training modules and related materials specific to the needs of its client financial institutions and brokerage firms. The Marketing Department designs and develops original marketing concepts which are provided as needed to its clients. Working with partner product providers, Midwood seamlessly integrates all marketing layers to support educational and sales goals.

Midwood Financial Services, Inc. operates in the Financial Services and Insurance industries.

Taxonomy: Financial product distribution, Sales and marketing support, Training and education, Annuities, Guaranteed income products, Financial services, Regulatory compliance, Strategic product selection, Marketing concepts, Business development, Client support, National sales coordination, Structured products, Independent financial services, Offshore investments

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