Membership

Application FAQ

December 18, 2025 by emeyer

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 Guide Download

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 Guide Download

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

2026 Applying for MDRT Membership Online Instructions Using Income Method Download

2025 membership enrollment is open

November 13, 2024 by mdrtnews

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:

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

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

October 18, 2024 by mdrtnews

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.

What is new in 2024 for the MDRT EDGE

September 11, 2024 by mdrtnews

Bring a business partner

MDRT members are eligible to bring a business partner to MDRT EDGE. Together, they will learn, create strategies to develop their practice and implement the innovative ideas gained from MDRT EDGE into their business operations. Consider who is essential to help run your business effectively.

Recommended guests:

Personal company chief officer (CFO, CMO, COO)
Business partner
Marketing lead
Office manager

The guest must be integral to your business and work in the U.S. or Canada. They will have access to the entire event and can participate in Peer Groups if you opt-in during registration. Guests cannot be MDRT Academy or MDRT Center for Field Leadership members. Member and guest fees are the same, with a limit of one guest per MDRT member attendee.

This is a fantastic opportunity to share the MDRT EDGE experience with someone crucial to your business success. Don’t miss out on this chance to grow and succeed together.

MDRT Academy and MDRT Center for Field Leadership are welcome

MDRT Academy and MDRT Center members from the U.S. and Canada are eligible to attend the 2024 MDRT EDGE. Academy and Center members will have access to the entire event. They are not eligible to bring a guest.

Learn more about MDRT EDGE and register before October 14, 2024.

Last chance for 2024 MDRT membership (CLOSED)

February 28, 2024 by mdrtnews

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.)

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

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

Join us for MDRT’s 2024 meetings

February 2, 2024 by mdrtnews

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.

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.

Membership is now open for 2024

November 2, 2023 by mdrtnews

Submit applications or production for new or returning MDRT members! Apply or remind your advisors to apply for 2024 membership between November 1, 2023 and March 1, 2024. To avoid the USD 200 late fee, applications must be submitted or postmarked by March 1, 2024.

Current members can access exclusive content, exceptional tools and enhanced resources that drive their success.

What your advisors get out of their MDRT membership:

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

The MDRT network
Connect and share ideas with the world’s premier financial services professionals.

ANY QUESTIONS?

Contact MDRT at memberrelations@mdrt.org or +1 (847) 692-6378.

Speakers to see at MDRT EDGE 2023

September 18, 2023 by mdrtnews

Have your team join us in Orlando to hear from inspirational and visionary leaders whose insight will help grow the business and empower them to increase sales.

Curtis V. Cloke, LUTCF, RICP
Winning attraction to engage retirement clients

Cloke is a professor for The American College of Financial Services, providing expertise as a retirement income expert, trainer and professional keynote speaker. He will explain how to motivate clients to meet with you and how to create an emotional and emphatic connection that moves them to take action on your recommendations.

Bill Cates
Multiply your ideal clients for exponential growth

An expert in client attraction and engagement, Cates has been educating professionals for more than 25 years on how to grow business. Learn more as he provides a wealth of ideas and value about what other top advisors are doing to attract more of the right clients.

Rachel Tobac
How AI has changed the way I hack

A renowned hacker and CEO of SocialProof Security, Tobac helps professionals and companies keep data safe by training and testing them on social engineering risks. She will give you the best advice surrounding cybersecurity practices.

Don’t miss these industry leaders as they reveal powerful knowledge and insight.

Engage – Develop – Grow – Empower

Be sure to reserve rooms at the Hilton Orlando during the registration process to obtain the MDRT group rate!

Registration for the 2023 MDRT EDGE is now open

August 8, 2023 by mdrtnews

2023 MDRT EDGE
Engage – Develop – Grow – Empower

We are thrilled to announce that advance registration is now open for the highly anticipated 2023 MDRT EDGE, November 1–3, in Orlando, Florida, USA.

The 2023 MDRT EDGE will bring together industry leaders, thought-provoking speakers, and cutting-edge insights to provide advisors with invaluable local networking and professional opportunities.

Have those on your team register now to immerse themselves in the business and build a competitive edge for 2024.

Advance Registration Fee:
August 1 – September 4, 2023
USD 995

General Registration Fee:
September 5 – October 4, 2023
USD 1,095

Learn more and register

Be sure to reserve rooms at the Hilton Orlando during the registration process to obtain the MDRT group rate!

Last chance for 2023 MDRT membership

February 20, 2023 by mdrtnews

Encourage your advisors to renew or become new MDRT members for 2023. Applications must be submitted on or before March 1 to avoid a USD 200 late fee.

Members have the opportunity to learn, grow, make connections, and excel in their careers.

Join now

Learn more about MDRT Academy

Or, have you or your advisors transitioned into a leadership role? Check out MDRT Global Services, 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, 2023.

Learn more about MDRT Global Services