MDRT Community News

News for MDRT U.S. and Canada

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Recruitment toolkit

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We know how much you value your membership in MDRT. We want to help you share the value with prospective members and keep a strong member base. Below are a few resources you can use to help recruit members.

💬Access additional templates for emails, social and other announcements (for companies) (for members).

Videos As part of our new membership campaign, we’ve created a series of videos featuring you, our members, on the value of membership. Share these in your communication with members.

Web The official MDRT web page for prospective members, with information about value, benefits and how to join

Presentation A short presentation sharing the power of MDRT membership for meetings, webinars and other events

Flyer Front-and-back handout with key data points and member testimonials

MDRT members in their own words

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What makes MDRT a strong investment in career growth for financial professionals? In an inspiring new series of videos, members from the U.S. and Canada share how MDRT transforms careers, strengthens connections and elevates the entire financial services profession. From powerful networking and peer learning to life-changing meetings and mentorship, MDRT members explain why the return on investment goes far beyond numbers — it’s about advancing together, every day, to serve clients better and raise the standard of the profession. Learn more at mdrt.org/member-benefits.

2026 membership enrollment

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Membership enrollment is open for the 2026 year. Below are key details and reminders to help you—and those in your network—prepare.

For current members

To maintain your MDRT membership, you’ll need to meet the annual production requirement, which can be reported as premium, commission, or income. Encourage colleagues who are eligible to renew early to continue accessing the connections and resources that make MDRT unique.

For prospective members

If you’re ready to join the MDRT community, we look forward to welcoming you. Submit your qualifying production—reported as premium, commission, or income—through the MDRT application form once enrollment opens.

Join today

Not sure if you qualify?

There’s still time. You have until the end of the year to reach qualification for 2026. And if you don’t make it this time, we offer the MDRT Academy, which gives advisors coaching, accountability and tools to qualify for MDRT.

Connect with experienced MDRT members

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Join us for a special Ask Me Anything with MDRT and connect with experienced members to ask questions, gain practical advice and stay motivated for the final months of the year. Whether you’re seeking actionable advice, clarity or motivation, this is a valuable opportunity to engage with the MDRT community and set yourself up for success in 2026. This event is exclusively for one to three-year members of MDRT in the United States and Canada.

Choose from two sessions:

November 14

12 p.m. Eastern Time/11 a.m. Central Time

Dana Mitchell, CFP, CLU, 4-year Top of the Table member

Tim Daniel Clairmont, MSFS, LACP, 14-year Top of the Table member

Register

November 17

10 a.m. Eastern Time/9 a.m. Central Time

Julianne Hertel, CLU, ChFC, 3-year Top of the Table member

Mark D. Olson, CFP, MSFS, 5-Top of the Table member

Register

MDRT EDGE 2025 in Austin

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MDRT EDGE is an immersive, hands-on meeting exclusive to U.S. and Canadian members using focused peer group formats to build actionable business plans and create valuable networks. Complementing the MDRT Annual Meeting and Global Conference, MDRT EDGE provides a focused opportunity to learn from speakers, connect with top performers and build your business plan for the year ahead. Registrants can bring a company partner. Fuel your business with bold ideas, practical strategies and personal connections that drive meaningful growth.

Register

Frequently Asked Questions

What is the size of EDGE? MDRT EDGE hosts around 500+ attendees, providing a perfect opportunity for more intimate networking with your peers.

Who should attend? MDRT EDGE is encouraged for all members in the U.S. and Canada. Mid- and early-career members, including those building and working on their businesses may get a particular benefit from being around top performers at MDRT. And all attendees have the option to register a business partner.

Where and when is MDRT EDGE? EDGE takes places in a U.S. or Canadian city.

Austin, Texas, USA – November 10–12, 2025
Boston, Massachusetts, USA – November 9–11, 2026

What is the format for MDRT EDGE? MDRT EDGE includes a mix of interactive workshops, keynotes from industry leaders, peer group touchpoints, workshop debriefs and a book club event featuring a renowned author — all anchored by a guided workbook to spark discussion and goal setting.

What topics are covered? Topics covered include business growth and efficiency, client advising strategies, practice management, marketing and branding, and balancing professional success with personal well-being.

Are there any takeaways from the event? Each participant will leave with an MDRT EDGE workbook that you use to create a structured business plan and goals with feedback from a curated MDRT peer group.

How clients feel about their advisor’s use of AI

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MDRT has conducted a new survey to gain insights into clients’ expectations when it comes to their advisors use of AI. Here are a few key insights:   

  • 70.8% of U.S. consumers who have a financial advisor believe advisors should use AI for at least one professional purpose—compared with 53.4% of those without an advisor.  
  • Men—both with and without advisors—are significantly more comfortable with advisors AI use than women.  
  • Clients are most comfortable with AI being used for smaller, supportive tasks, rather than core relationship or planning functions.   

MDRT members have access to the full report and can share it with your team. Whether you’re just starting to explore AI or are already integrating it into your operations, this research can help your team of advisors better understand market trends and align with client expectations.