MDRT Community News

News for MDRT U.S. and Canada

Membership

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

2021 MDRT membership is open!

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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 for membership in 2021.

Learn more at mdrt.org/focus

2021 MDRT Membership Requirements

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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.

MDRT Members
  • 2019 and 2020 members: The production requirement for eligibility has been waived. Members who joined in either 2019 or 2020 can join in 2021 without meeting the published production requirement. Please reference FAQs for special rules.
  • Lapsed members prior to 2019 and first-time members: The requirements have been adjusted due to the effects of the pandemic.

Click here to view the 2021 MDRT membership requirements

For frequently asked questions on 2021 requirements, click here.

What is the MDRT App?

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The MDRT App is a members-only resource that provides 24/7 access to personalized content based on the member’s likes and needs, packaged for quick learning to inspire business growth. To continue or gain app access, current and new members must apply and be approved for the current year’s membership. Members can download the app through the Apple or Google Play Store and log in with their myMDRT account.

The 3 most popular topics of content that members are viewing in the app are Motivation, Prospecting and Communication techniques. This shows a desire to enhance their business growth and adaptability to grow with current and new clients.

Make sure your advisors are taking advantage of this valuable member benefit. Share this link with your advisors so they can download the MDRT Member App to their device: http://bit.ly/dlmdrtapp

2021 MDRT Production and Dues

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MDRT cares about you, our valued members, as well as your hard-working, trusting clients, especially while navigating the current uncharted terrain. As a result, we are waiving the membership production requirement in 2021 for anyone who was an MDRT member in 2019 or 2020. The 2021 production requirement for prior-to-2019 members or those applying for the first time will be adjusted based on the 2020 requirement due to the effects of the pandemic.

MDRT is fiscally sound in this economy and has no plans to increase dues in 2021. Dues will remain at USD 550.

Click here to find further MDRT updates in the MDRT Focus Center.

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?