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 […]
Membership
2022 Membership deadline is March 1
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 […]
MDRT Academy & MDRT Mentoring: How it affects your advisors
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? Mentees can apply to become 2022 MDRT Academy members […]
2022 MDRT Membership is open November 1
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 […]
MDRT Academy and MDRT Mentoring Program are joining forces in 2022
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 […]
MDRT Special Book Club Event – September 20
On April 10, 2012, United States Army Staff Sergeant Travis Mills was critically injured by an IED while on patrol on his third tour of duty in Afghanistan, losing portions of both legs and both arms. His extraordinary journey is recounted in “Tough As They Come,” a New York Times bestseller that speaks to facing a future that’s drastically different from the one you’ve imagined. The discussion will be moderated by Ryan J. Pinney, LACP, a 13-year MDRT member and Top of the Table qualifier who served in three different branches of the United States military over the course of 13 years. Learn more…
The Benefits of Joining MDRT – 2021
MDRT provides a combination of online resources, person-to-person interactions and easily accessible industry insights that members are using every day to increase their productivity, build their business, and strengthen credibility and confidence among clients. Share this video of President Ian Green, Dip PFS with your advisors which explains the benefits of MDRT membership and why […]
Share the Productivity Action Plan for 2021 with Your Advisors
To help you better serve your clients during this time, MDRT is offering the MDRT Productivity Action Plan, designed to provide a means to requalify for MDRT membership in 2021 and continued access to MDRT’s offerings when they are needed the most. Share this video of President Ian Green, Dip PFS with your advisors which […]
2021 MDRT membership is open!
Members can apply online and be approved today. The membership production requirement is waived in 2021 for anyone who was an MDRT member in 2019 or 2020. mdrt.org/applynow This year, MDRT created the MDRT Productivity Action Plan to provide members with continued access to offerings when they are needed the most and a means to requalify […]
2021 MDRT Membership Requirements
MDRT understands that the current global situation has affected each of us and our clients in different ways. With that in mind, MDRT is announcing the 2021 production requirements with consideration for the groups below. 2019 and 2020 members: The production requirement for eligibility has been waived. Members who joined in either 2019 or 2020 […]