MDRT Community News

News for MDRT U.S. and Canada

Membership

Ways for your advisors to Learn with their MDRT member benefits

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MDRT members have a wide array of resources to learn new tips and tricks for business success. In order to maximize the benefits of their membership, here are a few ways your advisors can take advantage:

Access to expert insights – Presentations live at one of MDRT’s four, yearly meetings; Annual Meeting, Global Conference, Top of the Table Annual Meeting, or MDRT EDGE. Past meeting presentations are available for purchase in the MDRT Store or as short-form highlights on the MDRT website.

Collective Knowledge – Articles, videos, podcast clips and more are available on the MDRT website at mdrt.org/learn.

The award-winning official MDRT Blog where MDRT members and experts from around the world share how they step up their productivity, find inspiration and discover work-life balance.

Round the Table magazine – this bi-monthly magazine delivers business solutions, transferable ideas, practice management and technology tips. Subscription is included in all membership levels.

MDRT App – a members-only experience with personalized content for each member’s business needs and ways to connect with other MDRT members by cohort, location, specialty and more. Members can download the app from their device’s corresponding app store.

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 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

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.

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.

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.

MDRT Special Book Club Event – September 20

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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. Mills struggled through the painful and anxious days of rehabilitation to regain the strength to live his life to the fullest. With enormous willpower and endurance, the unconditional love of his family, and a generous amount of faith, Mills shocked everyone with his remarkable recovery. 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. There will be a live Q&A session after the presentation. To get the most out of the time with Mills, members must read the book prior to the event and come with questions to ask the author.

Date: Monday, Sept. 20, 2021
Time: 4–5 p.m. Eastern time
Cost: Free

Space is limited.

Register now.

To learn more about MDRT book clubs, please watch this video.

The Benefits of Joining MDRT – 2021

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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 they should apply for 2021.

Click here for more information on membership requirements and applying.

Or contact memberrelations@mdrt.org

Membership applications received after the March 1 deadline will be subject to a USD 200 late fee.

Share the Productivity Action Plan for 2021 with Your Advisors

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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 explains what you should know about 2021 membership and the Productivity Action Plan.

Productivity Action Plan VideoDownload