MDRT Community News

News for MDRT U.S. and Canada

Membership

Meet ChatMDRT

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Backed by wisdom. Powered by MDRT.

Meet ChatMDRT, an AI-powered knowledge assistant that connects you to exclusive expertise and resources from MDRT, to drive your success. Built on trusted MDRT expertise, not a generic search, every ChatMDRT response draws from vetted MDRT resources and member knowledge — not the open internet.

Use ChatMDRT to receive responses related to advising clients, marketing your practice, managing staff and business processes, balancing career and personal interests and more — all derived from MDRT-curated resources. You can also integrate the power of MDRT in your daily workflows by requesting short scripts, business letters, social media posts, client presentation templates and more.

Member survey milestone reached: Thank you!

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Thank you to everyone who took the time to complete the MDRT member survey. Your feedback and insights are invaluable in helping us enhance the member experience, and we’re grateful for the strong participation across our community.

Together, we surpassed our 10 percent response goal, a meaningful milestone. As a result, MDRT will donate $10,000 to the MDRT Foundation in support of Room to Read, the charity partner for the 2026 MDRT Annual Meeting.

Thank you for helping make a lasting impact, and stay tuned for updates on how your feedback will shape what’s next.

Application FAQ

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Following are common questions about applying for membership in MDRT, for companies and individuals.

Application form

You have two options for applying to MDRT:

• Online Application The vast majority of applicants are eligible to use the system.

• Paper Application All members receive the paper application by mail in November. If you have an MDRT account, you can download and print the paper application. (You can create an account if you do not currently have one). Alternatively, you can request the application mailed to you by calling MDRT at +1 (847) 692–6378.

For companies: If you’re a company representative and want to support your advisors in joining MDRT, please visit our company page on MDRT.org.

For questions about qualifying for MDRT: visit MDRT Membership FAQs, or use Chat MDRT, our new, AI-powered knowledge assistant. You can also find below instructions for filling out your application and reporting your production to MDRT.

Filling out your application

For detailed instructions on filling out your online application, see this application walkthrough document.

2026 ENG Membership Online Application GuideDownload

Qualifying & reporting production

Members qualify for MDRT by attaining a certain level of premium, commission or income during the previous calendar year. You can view current production requirements for the U.S. or Canada.

Commission or Premium

If reporting by commission and/or premium, you will need to supply one or more letters from your company verifying reported production.*

• Company reporting: Some companies report commission or premium to MDRT, in which case a production certifying letter should appear as part of your application.

• Member reporting: If you report your own production numbers in commission and/or premium, fill out a Commission and Premium Certifying Letter and upload it to your application form.

Income

If you are reporting production as income, use the Income Certifying letter. Here are quick instructions for those who are using the income method. The minimum income is 151,000 USD or 176,500 CAD.

Income Method Quick GuideDownload

Here are detailed instructions, with screenshots, for those using the income reporting method.

2026 Applying for MDRT Membership Online Instructions Using Income MethodDownload

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.

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

Email

Subject line: Congratulations on a terrific year! 

Congratulations on achieving a production level that qualifies you for membership in MDRT! I hope you’ll consider joining or renewing your membership to advance with this extraordinary community. MDRT has made a meaningful difference for my practice, with access to resources that help me expand my business sustainably and connections to a supportive professional network that openly shares proven strategies for success.

You can watch this short video to hear from fellow members about how MDRT has transformed their practices.

I encourage you to learn more and join or renew today.

Sincerely,

[Insert Name]

Social Post

I joined MDRT because I wanted to [insert reason: grow my network / learn from peers / improve my practice]. Since joining, I’ve [insert outcome: learned X / grown Y / gained Z]. 

One thing I love about MDRT is [insert favorite part: events, community, resources, etc.]. 

If you’re looking for [insert what others might gain: support, ideas, inspiration], I encourage you to explore MDRT: 🌐 mdrt.org/member-benefits 

Application FAQ

Common questions about applying for MDRT, including how to qualify and how to report production

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

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.

2025 membership enrollment is open

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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:

learn-laptop

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

mdrt-meetings

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

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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.

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

MDRT Center for Field Leadership is open for membership

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CFL top-banner

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

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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.
2024 meetings

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.