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MDRT EDGE 2026: Share with your advisors and network

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Join us in Boston, Massachusetts, USA, November 9-11, at MDRT EDGE. This is a peer-driven event where advisors share what’s working. Attendees leave with ideas they can use right away to grow a client-focused practice. This year, MDRT EDGE is open to both members and nonmembers. Members can also bring a business partner.

Help promote MDRT EDGE

Use the tools below to share MDRT EDGE with your teams and community: share an email using our template below, post on LinkedIn, include in internal newsletters and company intranet pages, and more.

EDGE Website Still

Website The MDRT EDGE website has the latest details on: program, registration, travel and who can attend.

➡️Link to the site when sharing information.

Brochure An overview of MDRT EDGE and how it compares to the MDRT Annual Meeting.


➡️Use this to explain the value of each event.

Postcard A front-and-back handout with key details about MDRT EDGE.

➡️ Great for quick sharing or events.

Flyer A flyer with key information about MDRT EDGE programming

➡️ Share via email or your company’s intranet page.

Video
Hear directly from MDRT members about why they attend MDRT EDGE.

  • Full video Build what’s next for your practice
  • Full video Build what’s next for your practice (alternate version)
  • Short video Learn from an open, sharing community
  • Short video Learn from an open, sharing community (alternate version)
  • Short video Connect across the financial services profession
  • Short video Connect with a group committed to excellence
  • Short video Connect with a group committed to excellence (alternate version)
  • Short video Get where you want to go, faster
  • Short video Invest in your career
  • Short video Helping advisors do better for their clients and communities

➡️ Share these videos in email, social media and more.

Email, Intranet & Social Media

Subject/Headline: MDRT EDGE, November 9-11

MDRT EDGE is coming to Boston at the Marriott Copley Place, November 9-11. It’s a peer-driven event for advisors to get insights from industry leaders, openly exchange ideas and tackle business challenges and leave with practical strategies to grow a client-focused practice.

Registration opens August 4 for MDRT members with the option to bring a business partner and August 18 for nonmembers. Watch the MDRT EDGE video to learn more. We hope you can join us in Boston! 

➡️ Share or adapt this message on your communication channels.

➡️ Re-share MDRT’s posts on LinkedIn and Facebook

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

Survey: Preparing for the great wealth transfer

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MDRT has conducted a new survey on the Great Wealth Transfer, which is expected to be the largest generational transfer of wealth in history, with trillions projected to pass from the Silent Generation and Baby Boomers to younger generations. To help financial advisors prepare to advise clients across all generations, MDRT surveyed 2,000 U.S. consumers, spanning four generations. A few highlights from the survey:

Wealth Transfer Expectations

  • 60% of consumers under 59 expect to inherit wealth in their lifetime.
  • 64% of consumers over the age of 60 plan to pass wealth to family or heirs

Estate Planning Preparedness

  • 29% of consumers have created a will, 57% men and 43% women.
  • Nearly half of all respondents (45%) have not taken any action to prepare an estate plan.

MDRT members can read more about the survey and how one financial advisor discusses the wealth transfer with her clients on MDRT.org.

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.

Survey: How clients feel about their advisor’s use of AI

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MDRT has conducted a new survey to gain insights into clients’ expectations when it comes to their advisors use of AI. Here are a few key insights:   

  • 70.8% of U.S. consumers who have a financial advisor believe advisors should use AI for at least one professional purpose—compared with 53.4% of those without an advisor.  
  • Men—both with and without advisors—are significantly more comfortable with advisors AI use than women.  
  • Clients are most comfortable with AI being used for smaller, supportive tasks, rather than core relationship or planning functions.   

MDRT members have access to the full report and can share it with your team. Whether you’re just starting to explore AI or are already integrating it into your operations, this research can help your team of advisors better understand market trends and align with client expectations.

MDRT members can read more about the survey on MDRT.org.