News

2021 Top of the Table registration is open

July 28, 2021 by mdrtnews

Discover new ways to perfect your advisor’s success at the 2021 Top of the Table Annual Meeting.

Are your advisors able to travel?
If so, there is an opportunity to attend in person on Amelia Island, Florida, USA.

Registration for the 2021 Top of the Table Annual Meeting is now open. Now is the time to celebrate successes and network with fellow entrepreneurs and top-tier MDRT members.

The 2021 Top of the Table Annual Meeting is available both in-person on Amelia Island, Florida, and as a virtual event. The in-person event allows for a limited number of attendees, so secure your team’s spot today before it’s too late.

We appreciate your dedication to MDRT, and we look forward to your participation in October.

Learn more about the latest health and safety protocols for the meeting.

August 9 Webcast: The keys to successful succession planning

July 20, 2021 by mdrtnews

Date: August 9, 2021
Time: 1-2 PM Eastern Time
(You must be registered to participate!)

Join MDRT members Gerald C. Grant Jr.; Gerald C. Grant III; Brian D. Heckert, CLU, ChFC; and Donald F. White Jr., CLU, ChFC; for a panel discussion on all things related to succession planning. Whether you have developing or independent agents looking to grow the practice by buying a book of business, build their practice’s value in preparation of a future sale or pass down their practice to the next generation, it’s important to have a plan in place. The panelists will address all three scenarios, sharing from their own personal experiences with succession planning — the good, the bad and the ugly.

The discussion will be moderated by nine-year MDRT member Michelle L. Bender, CFP. There will be time for a live Q&A session after the presentation.

Speakers:

Date: August 9, 2021
Time: 1-2 PMEastern Time
(You must be registered to participate!)

Learn more and have your advisors RSVP to the event here.

July 26 Webcast: Mind the gap – How to motivate clients to secure adequate life coverage

June 23, 2021 by mdrtnews

Date: Monday, July 26, 2021
Time: 1–2 p.m. Eastern Time

A recent study from LIMRA and Life Happens determined that just 54% of Americans have any life insurance coverage, a significant decline from the previous decade. But because of the COVID-19 pandemic, many people are re-examining their priorities. In fact, 29% of Americans say they are more likely to buy life insurance as a result of the pandemic, while 68% of those who already have coverage would consider buying more. Clearly, this is a critical time in the life insurance profession, and it is more important than ever that advisors address this troubling gap in coverage.

MDRT, as part of the Help Protect Our Families initiative, presents a conversation with David Eric Appel, CLU, ChFC, and George B. Sigurdson, CLU, to examine how advisors can rise to the challenge and help clients and prospects see the value of life insurance. Appel and Sigurdson will share their ideas for guiding clients to obtain adequate coverage, including grasping the urgency of making a purchase before it’s too late.

The discussion will be moderated by nine-year MDRT member Meagan S. Balaneski, CFP, RFP. There will be a live Q&A session after the presentation.

Speakers:

Date: Monday, July 26, 2021
Time: 1–2 p.m. Eastern Time

Learn more and RSVP for the event here.

2021 MDRT EDGE will be in-person

June 15, 2021 by mdrtnews

MDRT is pleased to announce that the 2021 MDRT EDGE will proceed as an in-person meeting in Philadelphia, Pennsylvania, November 8–10. Given the importance of peer groups and networking to this meeting, there will not be a virtual option to attend.

The 2021 MDRT EDGE is a meeting that will challenge your team and their peers from the U.S. and Canada to bring effective change and better plans to your business. The goal of the meeting is to:

Engage with your peers
Develop your skillset
Grow your business
Empower yourself to be a leader in your profession

As more information becomes available, we will provide updates on the MDRT EDGE website and continue to communicate with you.

MDRT Post Annual Meeting Idea-Share Power Hour – US & Canada Events

June 9, 2021 by mdrtnews

USA Members

Date: June 14, 2021
Time: 12:00 PM Central Time (1:00 PM Eastern Time)

MDRT’s Community Leaders organize events that regionally connect members. We are excited to invite our US members to a post Annual Meeting Power Hour virtual session where you can share knowledge and form friendships with members in your region.

In this collaborative session, you will have the opportunity to share key takeaways and insights from the 2021 Annual Meeting Virtual Event, discuss what you plan to implement into your practice, and grow your local network.

Please click here to register for the event.

After you registered, you will receive a separate email including a zoom link for the event.

Canada Members

Date & Time:
Jun 16, 2021 11:00 AM Central Time (12:00 AM Eastern Time)
OR
Jun 16, 2021 2:00 PM Central Time (3:00 PM Eastern Time)

We are excited to invite our Canadian members to a post-Annual Meeting Power Hour virtual session led by Adrian George, Community Leaders Country Chair, along with Community Leaders from Canada, where you can share knowledge and form friendships with members in your region.

In this collaborative session, you will have the opportunity to share key takeaways and insights from the 2021 Annual Meeting Virtual Event, discuss what you plan to implement into your practice, and grow your local network.

Please click here to register for the 11:00 AM event.

Please click here to register for the 2:00 PM event.

We look forward to seeing you soon!

For more information on US and Canada MDRT events and initiatives, MDRT members can learn more here.

MDRT Special Book Club Event – May 20

May 4, 2021 by mdrtnews

Date: May 20, 2021
Time: 4-5 p.m. Eastern Time

New MDRT members are welcome to join this special Book Club event! Change is happening throughout the financial services profession; don’t get left behind. Join us for an exclusive MDRT book club event to connect with author Maria Ferrante-Schepis and discuss her Amazon bestseller “Flirting with the Uninterested: Innovating in a ‘Sold Not Bought’ Category.” Her book, which describes how to get ahead of the disruption emerging in the insurance and financial services industry, has influenced the thinking of many professionals who are shaping the trajectory of technology and client experiences.

To get the most out of your time with Ferrante-Schepis, please read the book prior to the event and come with questions to ask the author.

The discussion will be moderated by Ted Rusinoff, a 14-year MDRT member and Top of the Table qualifier who currently oversees the North American MDRT book club initiative. There will be a live Q&A session after the presentation.

Space is limited. Register now.

To learn more about MDRT book clubs, please watch this video:
https://rz.mdrt.org/video/expanding-your-perspective/

Lead By:

Author, Maria Ferrante-Schepis
Ted Rusinoff

May 10 Webcast: Innovative prospecting using technology and giving events

May 3, 2021 by mdrtnews

Date: May 10, 2021
Time: 1–2 p.m. Eastern Time

Out-of-the-box prospecting that actually works? Sounds like a dream! Join MDRT members David C. Blake and Pamela J. Sams, CRPC, to hear how they effectively use innovative techniques to build their client bases. Blake will explain how his own passion for philanthropy has led to greater engagement with charity partners and collaborative events that put him in front of prospects he wouldn’t otherwise encounter. Sams will share her successful approach to social media marketing, focusing on the importance of daily posting and engaging with prospects on those platforms.

The discussion will be moderated by 11-year MDRT member, Community Leader from Canada, Nick Adam Cassis, BSc, CFP. There will be a live Q&A session after the presentation.

Speakers:

David C. Blake
Pamela J. Sams, CRPC
Nick A. Cassis, BSc, CFP

Date: May 10, 2021
Time: 1–2 p.m. Eastern Time

Learn more and RSVP for the event here.

Advance registration for the 2021 MDRT Annual Meeting Virtual Event ends May 12

April 30, 2021 by mdrtnews

It has never been more convenient for advisors to attend and invest in themselves. Attendees of the Annual Meeting will experience cutting-edge presentations by industry experts and link up with a live audience in their time zone, allowing for real-time connections, all from the comfort of home or office.

Advance Registration (March 29 – May 12, 2021): USD 250
General Registration (May 13 –July 9, 2021): USD 350

Have your advisors register by May 12 to take advantage of this exclusive offer.

Learn more and register here.

2021 Global Conference Meeting Announcement

April 13, 2021 by mdrtnews

MDRT’s 2021 Global Conference will not take place in Singapore from August 29 -September 1. MDRT explored holding an in-person meeting in Singapore, however, government-mandated capacity limitations and associated safety protocols make that infeasible and impracticable.

Instead, all members should plan to attend the 2021 MDRT Annual Meeting Virtual Event taking place June 7 – 9. You will see incredible presentations, hear cutting-edge ideas from the best minds in the profession, engage in live interactions with members from around the world, and leave inspired to achieve new levels of success. Registration is now open. Learn more and register at annualmeeting.mdrt.org.

In addition, we’re delighted to announce that MDRT will retain the world-class content that was to be shared at the Global Conference and deliver it to MDRT members starting in September as an extension of MDRT’s Productivity Action Plan.

Stay tuned for more information to come as MDRT finds additional ways to deliver value throughout 2021.

April 19 Webcast: The mind and the markets

April 6, 2021 by mdrtnews

MDRT Special Event_ The mind and the markets

Date: Monday, April 19, 2021
Time: 1–2 p.m. Eastern Time

In periods of market volatility, many investors fall short of their market objectives. During these times, emotion often overwhelms reason, irrationality trumps rationality, and thoughtfully constructed portfolios are exited. The mind and the markets — presented by Orion’s chief investment officer, Tim Holland, CFA, and chief behavioral officer, Dr. Daniel Crosby — examines four significant market topics from the investment and behavioral perspectives and frames them in a way that enables advisors to better engage with clients during periods of heightened volatility and uncertainty.

Those who attend will leave this conversation with useful tools to keep clients invested, regardless of what the market throws their way, all while strengthening the advisor-client relationship through conversations centered around outcomes.

Speakers:

Tim Holland, CFA, is the chief investment officer at Orion Advisor Solutions, where he oversees the investment management and strategies for Orion Portfolio Solutions and Brinker Capital Investments. Prior to his current role, he was the global investment strategist at Brinker Capital and worked with senior members of the investment team to develop and deliver Brinker Capital’s macroeconomic and capital markets outlook. Before that, Holland was a portfolio manager at TAMRO Capital Partners. His investment commentary can be found in various business media, including CNBC, Fox Business, Bloomberg TV, Bloomberg Radio, The Wall Street Journal, Investor’s Business Daily and Financial Times.
Daniel Crosby, Ph.D., is the chief behavioral officer at Orion Advisor Solutions. He is a psychologist and behavioral finance expert who applies his study of market psychology to everything from financial production design to advisor-client engagement. Crosby has more than 10 years of experience in the financial services industry and has published bestselling books that serve as guides to building stronger advisor-client engagement. Crosby was named one of the “12 Thinkers to Watch’’ by Monster.com, a “Financial Blogger You Should be Reading” by AARP and one of the “Top 40 Under 40” by InvestmentNews.

Date: Monday, April 19, 2021
Time: 1–2 p.m. Eastern Time

Learn more and RSVP for the event here.