MDRT Community News

News for MDRT U.S. and Canada

MDRT Academy

Last chance for 2024 MDRT membership (CLOSED)

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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.)

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Academy logo

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
MDRT Center logo

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

Last chance for 2023 MDRT membership

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Encourage your advisors to renew or become new MDRT members for 2023. Applications must be submitted on or before March 1 to avoid a USD 200 late fee.

Members have the opportunity to learn, grow, make connections, and excel in their careers.

Join now

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.

Learn more about MDRT Academy

Or, have you or your advisors transitioned into a leadership role? Check out MDRT Global Services, 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, 2023.

Learn more about MDRT Global Services

MDRT Academy & MDRT Mentoring: How it affects your advisors

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Beginning January 1, 2022, the MDRT Academy and MDRT Mentoring Program have joined forces. As one unified offering, learn how your MDRT-aspiring advisors can join or how this program update affects those already enrolled in the Mentoring Program.

When can mentees apply to the MDRT Academy?

MDRTAcademy

Mentees can apply to become 2022 MDRT Academy members starting Nov. 1, 2021. The application can be accessed and completed at mdrtacademy.org. Membership is annual and runs through Dec. 31.

How can MDRT Academy members participate in the mentoring program?

Academy members can complete an application in the MDRT mentoring platform, where mentoring relationships are facilitated. Current 2021 MDRT Academy members can fill out an application today.

Who it affects – Advisors in the following countries:

  • Australia
  • Canada
  • Hong Kong, China
  • India
  • Indonesia
  • Jamaica
  • Malaysia
  • New Zealand
  • Philippines
  • Singapore
  • U.K.
  • U.S.
  • and Vietnam

Do you have advisors that are currently participating in the MDRT Mentoring Program?

Current Mentees

  • JOINED BEFORE JUNE 30, 2021 AND HAVE A MENTOR: You will be able to continue your mentoring relationship — as is — through the original 12-month mentoring timeframe. After that, you will need to become a member of the MDRT Academy to continue participating in the MDRT Mentoring Program.
  • JOINED AFTER JUNE 30, 2021 AND HAVE A MENTOR: You will need to become a member of the MDRT Academy by Jan. 1, 2022, to continue participating in the MDRT Mentoring Program.
  • JOINED IN 2021 AND DO NOT YET HAVE A MENTOR: You will need to become a member of the MDRT Academy by Jan. 1, 2022, to continue participating in the MDRT Mentoring Program.

Current Mentors

You do not need to change the way you have been operating. Continue to connect with and help your mentee(s) through the MDRT mentoring platform. Please encourage your current mentee(s) to join the MDRT Academy to continue participating in the MDRT Mentoring Program in 2022.

Will you encourage your MDRT-aspiring advisors to join the unified offering of the MDRT Academy and Mentoring Program? Click the button below for more information you can share with your advisors and how to participate.

Learn more and enroll

Your MDRT member advisors can also join the MDRT Mentoring Program as mentors to offer others game-changing support.

MDRT Academy and MDRT Mentoring Program are joining forces in 2022

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As two separate offerings, the MDRT Academy and MDRT Mentoring Program have always shared one mission: To help financial advisors reach MDRT. As one unified offering, they are able to better deliver on that mission by creating a more comprehensive and meaningful experience for MDRT-aspiring advisors.

How does this affect your advisors?

  • Where: This change will affect mentees in regions where the MDRT Academy is currently available. In 2023, this change will start taking place in additional regions.
  • When: Starting Jan. 1, 2022, mentees need to be members of the MDRT Academy to participate in the MDRT Mentoring Program.
  • How Mentees can apply: Mentees can apply to become 2022 MDRT Academy members starting Nov. 1, 2021. The application can be accessed and completed at mdrtacademy.org. Membership is annual and runs through Dec. 31.
  • Current Mentors don’t need to change the way they have currently been operated within the program.

Will you encourage your MDRT-aspiring advisors to join the unified offering of the MDRT Academy and Mentoring Program?

Learn More

Your MDRT member advisors can also join the MDRT Mentoring Program as mentors to offer others game-changing support.

Announcing the MDRT Family of Brands

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MDRT is proud to announce the MDRT Family of Brands, three associations established to provide opportunities to financial services professionals at every stage of their career.

MDRT

Designed to empower the world’s leading insurance and financial professionals with innovative ideas and a network of the best minds in the industry.

MDRTAcademy

Dedicated to financial advisors aspiring to MDRT Membership, with access to resources, tools and connections to put them on the fast track to premier status.

MDRTGlobalServices

Built for field and home office leaders seeking leadership development and deeper engagement within the MDRT community.

Learn more about MDRT Family of Brands

Through MDRT, the newly launched association, MDRT Academy, and the MDRT Global Services pilot program, the MDRT Family of Brands helps the best and brightest elevate their success, build a community of excellence, and live rich and meaningful lives.

The MDRT Academy® is a go!

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On November 1, the MDRT Academy officially launched as an individual membership association and we couldn’t be more excited. For the past three years, we’ve used the Academy’s pilot phase as an opportunity to fine-tune our offering, developing more than 700 articles, videos and podcast episodes, as well as goal tracking tools, in-depth Performance Guides, and our cutting-edge Critical Mindsets. We’re confident that any advisor that aims to reach MDRT-qualifying production in 2022 and beyond will find the resources they need to get to that next level.

Community connections

One of the things that’s most exciting about the MDRT Academy is that it gives advisors the opportunity to connect with others like them — and with long-time MDRT members who can give them tips for reaching higher levels in their careers. The Connect section is the place for advisors to dialogue about challenges in their practices (and MDRT members have been known to chime in with their expert advice!) or to celebrate success together.

Performance Guide palooza

Our Performance Guide library continues to grow! We now have 14 in-depth guides that touch on important areas of the profession, from improving time management to tackling common objections. The newest Performance Guide, “Make joint work work for you,” advises members on working jointly with a more senior advisor, digging into how joint work can help up-and-coming advisors achieve and learn more on the job.

Advisors can join anytime with no deadline. The annual membership fee is $275 and expires on December 31 of each year.

Would you encourage your advisors to apply for 2021 membership?

Learn more about the requirements and getting your advisors enrolled here.

What is the MDRT Academy®?

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The MDRT Academy is a new, individual membership association and community that delivers resources to help financial advisors develop skills and increase their productivity to reach MDRT membership-level production. The MDRT Academy’s resources can be accessed through a mobile app or website, mdrtacademy.org.

Who can participate?
We are offering complimentary membership in a test phase of the MDRT Academy to:

  • Financial advisors in the United States and Canada who do not yet qualify for MDRT. This includes U.S. and Canada aspirants in the MDRT Mentoring Program.
  • Advisors can apply for the MDRT Academy by either downloading the MDRT Academy app on their iPhone or Android device, or visiting the website mdrtacademy.org and selecting “Apply” and providing production details and a certifying letter from their company directly in the app or online. Keep an eye out for more Academy updates during the complimentary membership.

Where can I get additional information?