MDRT Community News

News for MDRT U.S. and Canada

Membership

2023 MDRT membership is open!

by

Now through March 1, 2023, remind your advisors to apply to stay connected to their MDRT community and exclusive benefits created to keep them on top. Here are some ways members can make the most of their membership.

Learn

and get ideas from the best in the profession with MDRT articles, videos and podcasts.

Experience

members-only meetings where they can hear from top industry speakers and other members.

Network

with similar members, locally or globally, and expand industry knowledge.

Share with your team to apply online before March 1, 2023, to avoid a USD 200 late fee.

2023-Renewal-banner

Registration is open for the 2022 MDRT EDGE

by

Take a deep dive into your business in Orlando, Florida, November 7–9. Exclusive to U.S. and Canadian members, MDRT EDGE is the perfect event for your advisors to share tips and pave the way to success next year.

During this innovative MDRT event, members will:

  • Meet like-minded U.S. and Canadian members to push them to the next level 
  • Gain practical takeaways that will help them plan for the future 
  • Take the time to think strategically

Learn more about the meeting and registration. Bring your team to MDRT EDGE 2022!

MDRT EDGE information

Review MDRT’s Health & Safety Protocols.

Your top advisors can now register for the 2022 Top of the Table Annual Meeting

by

The 2022 Top of the Table Annual Meeting is this October 19-22, at the luxurious Ritz-Carlton Bacara in breathtaking Santa Barbara, California, USA. Top of the Table members will engage with masters in the profession to learn and be inspired by one another. They’ll spend this designated time with fellow experts to share and celebrate success together.

Register here
Advance Registration Fee:

July 14, 2022 –
August 24, 2022
USD 995		General Registration Fee:

August 25, 2022 –
September 19, 2022
USD 1,095
This meeting is for Top of the Table members only.

Review MDRT’s Health & Safety Protocols.

2022 Global Conference registration is open

by

If your advisors don’t have the opportunity to attend the 2022 Annual Meeting, the 2022 MDRT Global Conference is now open for registration. The meeting will be held from August 28-31, 2022 in Sydney, Australia.

Global Conference

MDRT members who attend will hear from inspiring leaders and learn the latest global trends. If you’re interested in sending your team or have members interested in attending, learn more and register online.

Register today

Review MDRT’s Health & Safety Protocols.

Ways for your advisors to Learn with their MDRT member benefits

by

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

by

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 Annual Meeting advance registration opens March 22

by

Better together, stronger than ever.

The 2022 MDRT Annual Meeting is a personal and professional celebration of your advisor’s success. They will be inspired by peer influencers and visionary leaders who embody courage, wisdom, and excellence. Discover new ways to better serve clients and build meaningful relationships that will last a lifetime.

Have your advisors join us this June 26–29, 2022 in Boston, Massachusetts, USA.

Advance Registration Fee:
March 22, 2022 (10 a.m. Central Time) –
May 9, 2022 (11:59 p.m. Central Time)
USD 995

For more information about attendance eligibility, the program, and more, visit annualmeeting.mdrt.org.

Review MDRT’s Health and Safety protocols.

2022 membership deadline extended to April 1

by

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

by

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