MDRT Community News

News for MDRT U.S. and Canada

Membership

December 7 Webinar: The Secrets of Successful Study Groups

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MDRT Special Event: The Secrets of Successful Study Groups

Join MDRT members Clay Gillespie, CFP, CLM; R.J. Kelly, RICP, MSFS; Juli Y. McNeely, CFP, CLU; and Nelson Wood for a panel discussion about the do’s and don’ts of cultivating an active study group that will enhance your career for years to come. The panelists, all study group veterans, will talk about study group best practices, including how to start one from scratch and how to keep one alive when it’s on life support. They will also share from their own experiences how participating in a study group made a difference in their professional and personal lives.

The discussion will be moderated by 9-year MDRT member Michelle L. Bender, CFP. There will be time for a live Q&A session after the presentation. MDRT members and nonmembers are welcome to join.

Speaker(s):

  • Clay Gillespie, CFP, CLM
  • R.J. Kelly, RICP, MSFS
  • Juli Y. McNeely, CFP, CLU
  • Nelson Wood
  • Michelle L. Bender, CFP

Date: December 7, 2020
Time: 01:00PM – 02:00PM

Learn more and RSVP here.

U.S., Canada MDRT Members can rewatch MDRT EDGE this week

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From motivating member speakers to the engaging live Q&A chats with Anchor Session speakers, there was no shortage of inspiration! The 2020 MDRT EDGE Virtual Event focused on navigating and succeeding in the new and quickly changing world we are living in. 

Don’t forget to have your advisors come back and revisit all event sessions and content. Access to the sessions will begin Wednesday, November 18 at 5 p.m. Central Time and end November 25 at 5 p.m. Central Time. Members must be registered to log into the event platform for session replay.

Access session replay here.

See you next year in Philadelphia for the 2021 MDRT EDGE!

Visit the online MDRT Store for plaques and insignia items for your current member advisors. Performance. Leadership. Initiative. These are qualities that distinguish MDRT members — and the qualities to which we aspire when we select products to help our members continue to meet the challenges of the value-added marketplace. Visit the MDRT Store here.

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

Top of the Table Virtual Event Advance Registration Ends Sept 23

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Don’t forget: Advance registration for the 2020 Top of the Table Virtual Event ends September 23.

Top of the Table members can register now to lock in the discounted rate of USD 149. Qualifying Court of the Table of the Table members are invited to join a portion of the event on October 14 from 8 a.m. to 1 p.m. with the advance registration rate of USD 99.

  • TOT Advance Registration Price
  • COT Advance Registration Price

After September 23, registration prices increase to USD 199 for Top of the Table members and USD 149 for Court of the Table members.

Join MDRT’s top performers in learning from the best. Connect with like-minded attendees, build community, and experience top-notch content from legendary presenters to help you make the most of your personal and professional life.

Daily programming will begin at 8:15 a.m. in three time zones. Be sure to check the schedule and follow the conversion steps to check the correct start time in your city.

Learn more and register today!

September 30 Webinar: The challenges and rewards of cross-generational partnership

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MDRT Special Event: Does teamwork make the dream work? The challenges and rewards of cross-generational partnership

Join MDRT members Matthew T. Hoesly, CFP, ChFC; Michelle L. Hoesly, CLU, ChFC; Jared B. Koelker and Thomas F. Levasseur, CLU, MS Ed, for a panel discussion about how they successfully partner across generations within their firms. They will address the challenges that come with working with someone from a different generation, how they’ve proactively defined roles both now and for the future, and why it’s worth it to partner cross-generationally, despite the struggles. In addition, they’ll share words of wisdom for those considering the possibility of partnering in the future and explain how to keep your commitments to your clients while maintaining a positive relationship with one another.

The discussion will be moderated by 13-year MDRT member Ted Rusinoff. There will be time for a live Q&A session after the presentation. MDRT members and nonmember are welcome to join.

Speakers:

Matthew T. Hoesly, CFP, ChFC
Michelle L. Hoesly, CLU, ChFC
Jared B. Koelker
Thomas F. Levasseur, CLU, MS Ed
Ted Rusinoff

Date: Wednesday,September 30, 2020
Time: 12–1 p.m. Eastern Time

Learn more and RSVP here.

Get Ready for the 2020 Top of the Table Virtual Event

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The 2020 Top of the Table Virtual Event will be an exclusive virtual experience, October 14-15, focused on intimate community, empowering connections, and innovative content for MDRT’s top-tier members. Make sure your advisors join the event. Here’s what they can expect:

  • Community: Don’t miss this chance to be a part of a community built from the best of the best. Leveraging cutting-edge technology, we’ll come together in ways not limited by travel. Throughout the event, attendees will be matched with must-meet, like-minded peers, allowing them to cultivate smart, strategic relationships
  • Connection: Be immersed with other professionals who have the knowledge to share on topics that are important to you. By filling out a short survey, MDRT can connect attendees to the right people. Members you match with will be shown as “People to meet” within the virtual meeting portal.
  • Content: Be inspired by the Main Platform speakers, get creative business concepts from Top of the Table Speaks, and hear how to keep your business succeeding in today’s economy. Top-tier content and world-class speakers – it’s all part of the high-quality experience members and more come to expect from MDRT’s best.

Registration opens August 31, 2020, for approved 2020 Top of the Table members. Advance registration pricing of USD 149 is available through September 23.

We’re also thrilled to broaden the Top of the Table meeting experience this year. For the first time ever, 2020 Court of the Table members will be able to attend a portion of the Top of the Table event on Wednesday, October 14, 2020, from 8 am to 1 pm, for a special registration price.

Make this your moment, keep adapting your business and your life as the world around us changes, and find out how others are succeeding so you can put their successes into place for you.

Click here or visit www.mdrt.org/2020tot to view the latest speakers and secure a spot at the table.

July 20 Web Event – How MDRT Members Refine, Differentiate and Grow

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Join MDRT members Elke Rubach, LLN, CLU; Kathleen R. Benjamin, CFP, CPA; and Marc A. Silverman, CFP, ChFC, for a panel discussion about how MDRT helps members refine their practices, no matter how many years of membership they have under their belts. The panelists will share advice they’ve received that helped them advance their careers. They’ll also discuss the importance of having a vision and being able to identify the unique deliverables they each offer, as well as the need for organization and appointment tracking, asking for support and working within a team. These early-stage, mid-career and longtime MDRT members will discuss what it took to get to their current level, what they are doing to stay there and where they see things continuing to evolve in the future.

The discussion will be moderated by seven-year MDRT member and Canada Community Leader Chris George, CFP, TEP. There will be time for a live Q&A session after the presentation.

Speakers:

  • Elke Rubach, LLB, LLM, CFP, CLU, FEA
  • Kathleen R. Benjamin, CFP, CPA
  • Marc A. Silverman, CFP, ChFC
  • Chris George, CFP, TEP

Date: Monday, July 20, 2020
Time: 1:00 PM – 2:00 PM Eastern

All are welcome to join! Learn more and register for free here.

June 22 Special Web Event

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WEBINAR: Generating quality introductions from centers of influence

Longtime MDRT members Paresh B. Shah, CFP, and Aurora L. Tancock, FLMI, CFP, will discuss strategies for connecting with centers of influence in order to create an increasing flow of quality introductions. Building relationships with centers of influence is an important part of growing a practice, but there’s no single way to do it, as evidenced by Shah and Tancock’s distinct experiences.

The discussion will be moderated by 40-year MDRT member and United States Community Leader R.J. Kelly, RICP, MSFS. There will be time for a live Q&A session after the presentation.

Date: Monday, June 22, 2020
Time: 1:00 PM – 2:00 PM Eastern

All are welcome to join! Learn more and register here

2020 Annual Meeting+Global Conference Registration Opening

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Connect and engage during the 2020 Annual Meeting and Global Conference Virtual Event, from August 3-7, 2020.

This virtual event will:

  • Connect members from around the world, allowing you to access the vast knowledge and experience within MDRT’s professional community directly in your home or office 
  • Deliver the exceptional content that is the hallmark of MDRT’s meetings, while also offering new ways to engage and learn 
  • Be available for a special price of USD 149. Given the impact of global events, we want members to be able to take advantage of this valuable offering. 

This one-of-a-kind experience will provide MDRT Members, Mentees and MDRT Academy Members with tools, ideas and inspiration to help advance your clients’ financial futures. Register for this experience starting June 16.

For more information about the event and to register, click here.

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.