Our Story
Founded in 2000, Midwood Financial Services is the nations largest independently owned distributor of financial products and services to more than 250 banks in the United States. The company's strength comes from its focus to continuously match it's 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.
The Midwood Advantage
Midwood's services are comprehensive, time-saving, and bring a competitive advantage to your business. In addition to distributing an array of financially sound products, Midwood offers a wide variety of value-added solutions.
National Wholesaling Footprint
A national team of Regional Sales Directors provide training, product support, and sales solutions from multiple product manufacturers.
Seasoned and Licensed Sales Team
Our entire sales and management staff is Series 7, Life and Variable Annuity licensed.
Account Dedicated Management
Dedicated Internal Account Managers deliver comprehensive support for all of Midwood’s product providers. With only one call, all needs are met.
Industry Recognized Training
Our training and curriculum is developed and created in-house, and is customized for the proprietary needs of our partner firms.
Leadership
Alan Blank
PresidentIn the years since 1972, Alan Blank's career in the financial services industry has included pioneering and developing the concept of investment product and service delivery through depository institutions in the United States.
James J. Eagan
Executive Vice PresidentJames Eagan and Alan Blank jointly established Midwood Financial Services, Inc. in the year 2000, marking the inception of Mr. Eagan's notable tenure within the organization. His profound expertise and extensive network within the financial services domain have been pivotal in steering Midwood towards growth and prosperity.
Alan Blank
PresidentIn the years since 1972, Alan Blank's career in the financial services industry has included pioneering and developing the concept of investment product and service delivery through depository institutions in the United States.
Training
We offer a wide range of high quality instruction of both vendor-specific and generic training with custom-built curriculum. A key component in building a solid training curriculum is matching content to needs.
By partnering with our financial institutions, we can provide training that will ultimately increase revenue in a fiduciary-compliant manner.
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Sales Skills
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Positioning
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Compliance
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Product
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Planning
Join our National Team
Looking for a new and exciting challenge every single day? Midwood is always looking for energetic and engaging financial professionals who are driven to do their best and are ready to collaborate with some of the best in the industry. Our leaders are here to encourage you and empower you. We are committed to providing our people with an enriching and rewarding environment. We provide the resources, tools and support our employees need to do their best and succeed in their careers.