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 […]
Mentoring Program
MDRT Academy & MDRT Mentoring: How it affects your advisors
Beginning January 1, 2022, the MDRT Academy and MDRT Mentoring Program have joined forces. As one unified offering, learn how your MDRT-aspiring advisors can join or how this program update affects those already enrolled in the Mentoring Program. When can mentees apply to the MDRT Academy? Mentees can apply to become 2022 MDRT Academy members […]
mdrt.org has a new look!
MDRT is excited to announce the launch of our new website. We encourage you to familiarize yourself with our brand-new look at mdrt.org. If you have issues accessing anything on the new website, please be sure to let us know at info@mdrt.org.
MDRT Academy and MDRT Mentoring Program are joining forces in 2022
As two separate offerings, the MDRT Academy and MDRT Mentoring Program have always shared one mission: To help financial advisors reach MDRT. As one unified offering, they are able to better deliver on that mission by creating a more comprehensive and meaningful experience for MDRT-aspiring advisors. How does this affect your advisors? Where: This change […]
August 9 Webcast: The keys to successful succession planning
Date: August 9, 2021Time: 1-2 PM Eastern Time(You must be registered to participate!) Join MDRT members Gerald C. Grant Jr.; Gerald C. Grant III; Brian D. Heckert, CLU, ChFC; and Donald F. White Jr., CLU, ChFC; for a panel discussion on all things related to succession planning. Whether you have developing or independent agents looking to grow the practice […]
July 26 Webcast: Mind the gap – How to motivate clients to secure adequate life coverage
Date: Monday, July 26, 2021Time: 1–2 p.m. Eastern Time A recent study from LIMRA and Life Happens determined that just 54% of Americans have any life insurance coverage, a significant decline from the previous decade. But because of the COVID-19 pandemic, many people are re-examining their priorities. In fact, 29% of Americans say they are […]
May 10 Webcast: Innovative prospecting using technology and giving events
Date: May 10, 2021Time: 1–2 p.m. Eastern Time Out-of-the-box prospecting that actually works? Sounds like a dream! Join MDRT members David C. Blake and Pamela J. Sams, CRPC, to hear how they effectively use innovative techniques to build their client bases. Blake will explain how his own passion for philanthropy has led to greater engagement with charity partners and […]
Advance registration for the 2021 MDRT Annual Meeting Virtual Event ends May 12
It has never been more convenient for advisors to attend and invest in themselves. Attendees of the Annual Meeting will experience cutting-edge presentations by industry experts and link up with a live audience in their time zone, allowing for real-time connections, all from the comfort of home or office. Advance Registration (March 29 – May 12, 2021): USD […]
April 19 Webcast: The mind and the markets
Date: Monday, April 19, 2021Time: 1–2 p.m. Eastern Time In periods of market volatility, many investors fall short of their market objectives. During these times, emotion often overwhelms reason, irrationality trumps rationality, and thoughtfully constructed portfolios are exited. The mind and the markets — presented by Orion’s chief investment officer, Tim Holland, CFA, and chief behavioral officer, Dr. Daniel […]
2021 Annual Meeting Registration is Now Open
Join the brightest minds in your profession! The MDRT Annual Meeting brings thousands of members together from around the world to create an exclusive experience that stimulates growth through learning, networking, and sharing innovative ideas. Advisors can join their colleagues at the ultimate event for leading financial services professionals from the comfort of your home […]