MDRT Community News

News for MDRT U.S. and Canada

2022

Registration is open for the 2022 MDRT EDGE

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Take a deep dive into your business in Orlando, Florida, November 7–9. Exclusive to U.S. and Canadian members, MDRT EDGE is the perfect event for your advisors to share tips and pave the way to success next year.

During this innovative MDRT event, members will:

  • Meet like-minded U.S. and Canadian members to push them to the next level 
  • Gain practical takeaways that will help them plan for the future 
  • Take the time to think strategically

Learn more about the meeting and registration. Bring your team to MDRT EDGE 2022!

MDRT EDGE information

Review MDRT’s Health & Safety Protocols.

Your top advisors can now register for the 2022 Top of the Table Annual Meeting

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The 2022 Top of the Table Annual Meeting is this October 19-22, at the luxurious Ritz-Carlton Bacara in breathtaking Santa Barbara, California, USA. Top of the Table members will engage with masters in the profession to learn and be inspired by one another. They’ll spend this designated time with fellow experts to share and celebrate success together.

Register here
Advance Registration Fee:

July 14, 2022 –
August 24, 2022
USD 995		General Registration Fee:

August 25, 2022 –
September 19, 2022
USD 1,095
This meeting is for Top of the Table members only.

Review MDRT’s Health & Safety Protocols.

2022 Global Conference registration is open

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If your advisors don’t have the opportunity to attend the 2022 Annual Meeting, the 2022 MDRT Global Conference is now open for registration. The meeting will be held from August 28-31, 2022 in Sydney, Australia.

Global Conference

MDRT members who attend will hear from inspiring leaders and learn the latest global trends. If you’re interested in sending your team or have members interested in attending, learn more and register online.

Register today

Review MDRT’s Health & Safety Protocols.

Advance registration closes May 9 for the 2022 Annual Meeting

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Don’t forget to have your advisors register for the 2022 MDRT Annual Meeting, held in Boston, MA June 26–29, 2022. Advance registration ends on May 9, so be sure to register and save before the deadline.

Members will get to hear inspirational stories and industry content covering topics relevant to financial services, such as sales strategies, business practices, and work-life balance. No matter the career stage, MDRT offers members the opportunity to rise to the next level.  

Advance Registration Fee:
March 22, 2022 (10 a.m. Central Time) –
May 9, 2022 (11:59 p.m. Central Time)
USD 995		General Registration Fee:
May 10, 2022 (12 a.m. Central Time) –
June 13, 2022 (11:59 p.m. Central Time)
USD 1,095

LEARN MORE AND REGISTER HERE

2022 Annual Meeting advance registration opens March 22

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Better together, stronger than ever.

The 2022 MDRT Annual Meeting is a personal and professional celebration of your advisor’s success. They will be inspired by peer influencers and visionary leaders who embody courage, wisdom, and excellence. Discover new ways to better serve clients and build meaningful relationships that will last a lifetime.

Have your advisors join us this June 26–29, 2022 in Boston, Massachusetts, USA.

Advance Registration Fee:
March 22, 2022 (10 a.m. Central Time) –
May 9, 2022 (11:59 p.m. Central Time)
USD 995

For more information about attendance eligibility, the program, and more, visit annualmeeting.mdrt.org.

Review MDRT’s Health and Safety protocols.

2022 membership deadline extended to April 1

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As part of the ongoing effort to support MDRT members, prospective members and the companies that support them, MDRT will extend the membership application deadline for the 2022 Round Table to April 1, 2022.

The deadline extension is a continuation of MDRT’s Productivity Action Plan and MDRT’s goal to be flexible and responsive to the challenges we all are facing due to the ongoing effect of COVID-19.

The impact of the pandemic varies across the globe and the deadline extension gives all members equal and ample opportunity to complete the membership application process without penalty. The 2022 production requirements remain unchanged.

Have your current and potential MDRT members rejoin or apply now.

Join MDRT

2022 Membership deadline is March 1

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Don’t forget, 2022 MDRT membership is open! Advisors should submit their application on or before March 1 to avoid a USD 200 late fee.

As well as access to educational resources and members-only meetings, MDRT helps its members grow professionally and personally by creating opportunities to make one-on-one connections and promoting personal growth.

Membership also includes:

  • MDRT Mentoring Program — Members can connect with another MDRT member to make sure their career is on the path to accelerated growth or get matched with a less experienced advisor who is seeking guidance to help them to continue to achieve MDRT production levels.
  • Whole Person concept — The Whole Person concept emphasizes balancing work and home. Our Whole Person quiz helps to identify areas you may be neglecting or could improve.
  • Exclusive Access to Top-rated Resources — Includes the MDRT Blog, Resource Zone, MDRT Podcast, Round the Table magazine subscription, and the MDRT App.

Being a member of MDRT has given me the ability to grow beyond anything I could have imagined, personally and professionally. My value comes from the energy and motivation I get from the meetings, the education I get from multiple MDRT resources and, most of all, from the friendships I’ve gained over the years.

MDRT member, Nickolas Adam Cassis, BSc, CFP

Remind your advisors to apply now!

Find out more information on membership requirements here.

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

2022 MDRT Membership is open November 1

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More than ever, financial advisors need the tools and community MDRT offers to get through the hurdles of the profession. Via robust educational resources and dynamic members-only meetings, our global membership of industry leaders is here to share the practical tips and success strategies to support your advisors to aim higher and achieve more, especially in the current climate.

The 2022 production requirements have been adjusted based on the effects of the pandemic. All financial services professionals who apply for 2022 membership must meet the 2022 MDRT production requirements.  

MDRT is fiscally sound in this economy and has no plans to increase dues in 2022. Dues will remain at USD 550.  

The MDRT Focus on Resources website is a hub full of relevant, top-notch content to help MDRT members and general agents/agency managers better serve their clients.  

Have your advisors apply for the 2022 membership year starting November 1, 2021, through March 1, 2022. To learn more about 2022 MDRT membership and production requirements, click here.