News

Connect with experienced MDRT members

October 28, 2025 by emeyer

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

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

MDRT EDGE 2025 in Austin

September 24, 2025 by emeyer

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.

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.

Survey: How clients feel about their advisor’s use of AI

March 5, 2025 by emeyer

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.

MDRT members can read more about the survey on MDRT.org.

2025 membership enrollment is open

November 13, 2024 by mdrtnews

Open enrollment for 2025 MDRT membership is now available. Submit applications or production for new or returning MDRT members. Apply or remind your advisors to apply for 2025 membership by March 1, 2025, to avoid the USD 200 late fee.

Current members can access exclusive content, exceptional connection opportunities and enhanced resources that drive their success.

What your advisors get out of their MDRT membership:

Educational resources
Access top-notch content in a variety of formats related to your business needs.

Global network
Connect and share ideas with the world’s premier financial services professionals.

MDRT meetings
Learn from the industry’s finest and share best practices with peers at exclusive MDRT events.

Learn more about joining MDRT

ANY QUESTIONS?

Contact MDRT at memberrelations@mdrt.org or +1 (847) 692-6378.

MDRT announces 2026 production requirements

October 18, 2024 by mdrtnews

The Million Dollar Round Table (MDRT) is pleased to announce the requirements for 2026 MDRT membership, based on 2025 production.

Full details regarding 2026 membership, including production requirements for each country expressed in local currency, are available here.

If you have any questions about the requirements, please contact MDRT by phone at +1 (847) 692-6378 or email at memberrelations@mdrt.org.

Thank you for your continued support of MDRT.

What is new in 2024 for the MDRT EDGE

September 11, 2024 by mdrtnews

Bring a business partner

MDRT members are eligible to bring a business partner to MDRT EDGE. Together, they will learn, create strategies to develop their practice and implement the innovative ideas gained from MDRT EDGE into their business operations. Consider who is essential to help run your business effectively.

Recommended guests:

Personal company chief officer (CFO, CMO, COO)
Business partner
Marketing lead
Office manager

The guest must be integral to your business and work in the U.S. or Canada. They will have access to the entire event and can participate in Peer Groups if you opt-in during registration. Guests cannot be MDRT Academy or MDRT Center for Field Leadership members. Member and guest fees are the same, with a limit of one guest per MDRT member attendee.

This is a fantastic opportunity to share the MDRT EDGE experience with someone crucial to your business success. Don’t miss out on this chance to grow and succeed together.

MDRT Academy and MDRT Center for Field Leadership are welcome

MDRT Academy and MDRT Center members from the U.S. and Canada are eligible to attend the 2024 MDRT EDGE. Academy and Center members will have access to the entire event. They are not eligible to bring a guest.

Learn more about MDRT EDGE and register before October 14, 2024.

Last chance for 2024 MDRT membership (CLOSED)

February 28, 2024 by mdrtnews

Encourage your advisors to rejoin or become new MDRT members for 2024. Applications must be submitted on or before March 1 to avoid a USD 200 late fee.

Members can learn, grow, make connections, and excel in their careers with the resources available to them through MDRT.

Join here

(The 2024 MDRT membership deadline has now passed. Those who join after March 1, 2024, must pay the late fee.)

Do some of your agents need an extra boost to qualify or requalify for MDRT? They can join the MDRT Academy, a professional association and community for advisors striving to achieve MDRT-level production. Membership is open through April 1.

Learn more about MDRT Academy

Or, have you or your advisors transitioned into a leadership role? Check out MDRT Center for Field Leadership, an individual membership association created for field and home office leaders who desire to build an MDRT culture in their teams and enhance their professional and personal growth. Membership is open through April 1.

Learn more about MDRT Center for Field Leadership

MDRT Center for Field Leadership is open for membership

February 6, 2024 by mdrtnews

Part of the MDRT Family of Brands, the MDRT Center for Field Leadership (formerly MDRT Global Services) is an individual membership association fostering the exchange of resources, strategies, and ideas. MDRT Center benefits are created and perfected for field and home office leaders to continue to achieve excellence in all aspects of their professional and personal lives.

When you’re at your best, so are your advisors; and when your advisors are at their best, so is your business. Continue to learn and grow as a member of the MDRT Center for Field Leadership. We’re here to help you and your team achieve excellence in your professional and personal lives.

MDRT Center members get access to:

Harvard ManageMentor® courses and certifications
Leadership-focused learning materials
The MDRT Culture of Excellence Awards
The MDRT Annual Meeting and MDRT Global Conference
Study Groups and Masterclasses
Monthly Leadership Checklist of articles, videos and more

Learn more about the MDRT Center and how you or your leaders can join as a member.

Join by April 1 to avoid the late fee.

Join us for MDRT’s 2024 meetings

February 2, 2024 by mdrtnews

We look forward to having you or your team attend the 2024 MDRT meetings! Check out this year’s new and exciting locations for members to gather with their peers and share knowledge and business tips to meet their goals and increase their success.

MDRT Annual Meeting: Gather with us in Vancouver, BC, Canada from June 9-12, 2024.
MDRT Global Conference: Join our global community in Dubai, UAE from August 27-30, 2024.
Top of the Table Annual Meeting: For those who have reached this highest level of MDRT membership status, this exclusive meeting takes place in Kohala Coast, Hawaii from September 25-28, 2024.
MDRT EDGE: This meeting is exclusive to our members in the U.S. and Canada. Head to Atlanta, Georgia from November 4-6, 2024.

Be sure your team are 2024 MDRT members to become eligible to attend our meetings throughout the year. Visit our website to apply for membership by March 1, 2024, to avoid the late fee.

Membership is now open for 2024

November 2, 2023 by mdrtnews

Submit applications or production for new or returning MDRT members! Apply or remind your advisors to apply for 2024 membership between November 1, 2023 and March 1, 2024. To avoid the USD 200 late fee, applications must be submitted or postmarked by March 1, 2024.

Current members can access exclusive content, exceptional tools and enhanced resources that drive their success.

What your advisors get out of their MDRT membership:

Educational resources
Access top-notch content in a variety of formats related to your business needs.

The MDRT network
Connect and share ideas with the world’s premier financial services professionals.

ANY QUESTIONS?

Contact MDRT at memberrelations@mdrt.org or +1 (847) 692-6378.