MDRT Community News

News for MDRT U.S. and Canada

Mentoring Program

2022 Annual Meeting advance registration opens March 22

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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.

MDRT Academy & MDRT Mentoring: How it affects your advisors

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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?

MDRTAcademy

Mentees can apply to become 2022 MDRT Academy members starting Nov. 1, 2021. The application can be accessed and completed at mdrtacademy.org. Membership is annual and runs through Dec. 31.

How can MDRT Academy members participate in the mentoring program?

Academy members can complete an application in the MDRT mentoring platform, where mentoring relationships are facilitated. Current 2021 MDRT Academy members can fill out an application today.

Who it affects – Advisors in the following countries:

  • Australia
  • Canada
  • Hong Kong, China
  • India
  • Indonesia
  • Jamaica
  • Malaysia
  • New Zealand
  • Philippines
  • Singapore
  • U.K.
  • U.S.
  • and Vietnam

Do you have advisors that are currently participating in the MDRT Mentoring Program?

Current Mentees

  • JOINED BEFORE JUNE 30, 2021 AND HAVE A MENTOR: You will be able to continue your mentoring relationship — as is — through the original 12-month mentoring timeframe. After that, you will need to become a member of the MDRT Academy to continue participating in the MDRT Mentoring Program.
  • JOINED AFTER JUNE 30, 2021 AND HAVE A MENTOR: You will need to become a member of the MDRT Academy by Jan. 1, 2022, to continue participating in the MDRT Mentoring Program.
  • JOINED IN 2021 AND DO NOT YET HAVE A MENTOR: You will need to become a member of the MDRT Academy by Jan. 1, 2022, to continue participating in the MDRT Mentoring Program.

Current Mentors

You do not need to change the way you have been operating. Continue to connect with and help your mentee(s) through the MDRT mentoring platform. Please encourage your current mentee(s) to join the MDRT Academy to continue participating in the MDRT Mentoring Program in 2022.

Will you encourage your MDRT-aspiring advisors to join the unified offering of the MDRT Academy and Mentoring Program? Click the button below for more information you can share with your advisors and how to participate.

Learn more and enroll

Your MDRT member advisors can also join the MDRT Mentoring Program as mentors to offer others game-changing support.

MDRT Academy and MDRT Mentoring Program are joining forces in 2022

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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 will affect mentees in regions where the MDRT Academy is currently available. In 2023, this change will start taking place in additional regions.
  • When: Starting Jan. 1, 2022, mentees need to be members of the MDRT Academy to participate in the MDRT Mentoring Program.
  • How Mentees can apply: Mentees can apply to become 2022 MDRT Academy members starting Nov. 1, 2021. The application can be accessed and completed at mdrtacademy.org. Membership is annual and runs through Dec. 31.
  • Current Mentors don’t need to change the way they have currently been operated within the program.

Will you encourage your MDRT-aspiring advisors to join the unified offering of the MDRT Academy and Mentoring Program?

Learn More

Your MDRT member advisors can also join the MDRT Mentoring Program as mentors to offer others game-changing support.

August 9 Webcast: The keys to successful succession planning

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Date: August 9, 2021
Time: 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 by buying a book of business, build their practice’s value in preparation of a future sale or pass down their practice to the next generation, it’s important to have a plan in place. The panelists will address all three scenarios, sharing from their own personal experiences with succession planning — the good, the bad and the ugly.

The discussion will be moderated by nine-year MDRT member Michelle L. Bender, CFP. There will be time for a live Q&A session after the presentation.

Speakers:

  • Gerald C. Grant, MBA
  • Gerald C. Grant III, MBA, CFP
  • Brian D. Heckert, CLU, ChFC
  • Donald F. White, CLU, ChFC
  • Michelle L. Bender, CFP

Date: August 9, 2021
Time: 1-2 PMEastern Time
(You must be registered to participate!)

Learn more and have your advisors RSVP to the event here.

July 26 Webcast: Mind the gap – How to motivate clients to secure adequate life coverage

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Date: Monday, July 26, 2021
Time: 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 more likely to buy life insurance as a result of the pandemic, while 68% of those who already have coverage would consider buying more. Clearly, this is a critical time in the life insurance profession, and it is more important than ever that advisors address this troubling gap in coverage.

MDRT, as part of the Help Protect Our Families initiative, presents a conversation with David Eric Appel, CLU, ChFC, and George B. Sigurdson, CLU, to examine how advisors can rise to the challenge and help clients and prospects see the value of life insurance. Appel and Sigurdson will share their ideas for guiding clients to obtain adequate coverage, including grasping the urgency of making a purchase before it’s too late.

The discussion will be moderated by nine-year MDRT member Meagan S. Balaneski, CFP, RFP. There will be a live Q&A session after the presentation.

Speakers:

  • David E. Appel, CLU, ChFC
  • George B. Sigurdson, CLU
  • Meagan S. Balaneski, CFP, RFP

Date: Monday, July 26, 2021
Time: 1–2 p.m. Eastern Time

Learn more and RSVP for the event here.

May 10 Webcast: Innovative prospecting using technology and giving events

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Date: May 10, 2021
Time: 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 collaborative events that put him in front of prospects he wouldn’t otherwise encounter. Sams will share her successful approach to social media marketing, focusing on the importance of daily posting and engaging with prospects on those platforms.

The discussion will be moderated by 11-year MDRT member, Community Leader from Canada, Nick Adam Cassis, BSc, CFP. There will be a live Q&A session after the presentation.

Speakers:

  • David C. Blake
  • Pamela J. Sams, CRPC
  • Nick A. Cassis, BSc, CFP

Date: May 10, 2021
Time: 1–2 p.m. Eastern Time

Learn more and RSVP for the event here.

Advance registration for the 2021 MDRT Annual Meeting Virtual Event ends May 12

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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 250
  • General Registration (May 13 –July 9, 2021): USD 350

Have your advisors register by May 12 to take advantage of this exclusive offer.

Learn more and register here.

AM 2021- Veronica Bernal Perez quote

April 19 Webcast: The mind and the markets

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MDRT Special Event_ The mind and the markets

Date: Monday, April 19, 2021
Time: 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 Crosby — examines four significant market topics from the investment and behavioral perspectives and frames them in a way that enables advisors to better engage with clients during periods of heightened volatility and uncertainty.

Those who attend will leave this conversation with useful tools to keep clients invested, regardless of what the market throws their way, all while strengthening the advisor-client relationship through conversations centered around outcomes.

Speakers:

  • Tim Holland, CFA, is the chief investment officer at Orion Advisor Solutions, where he oversees the investment management and strategies for Orion Portfolio Solutions and Brinker Capital Investments. Prior to his current role, he was the global investment strategist at Brinker Capital and worked with senior members of the investment team to develop and deliver Brinker Capital’s macroeconomic and capital markets outlook. Before that, Holland was a portfolio manager at TAMRO Capital Partners. His investment commentary can be found in various business media, including CNBC, Fox Business, Bloomberg TV, Bloomberg Radio, The Wall Street Journal, Investor’s Business Daily and Financial Times.
  • Daniel Crosby, Ph.D., is the chief behavioral officer at Orion Advisor Solutions. He is a psychologist and behavioral finance expert who applies his study of market psychology to everything from financial production design to advisor-client engagement. Crosby has more than 10 years of experience in the financial services industry and has published bestselling books that serve as guides to building stronger advisor-client engagement. Crosby was named one of the “12 Thinkers to Watch’’ by Monster.com, a “Financial Blogger You Should be Reading” by AARP and one of the “Top 40 Under 40” by InvestmentNews.

Date: Monday, April 19, 2021
Time: 1–2 p.m. Eastern Time

Learn more and RSVP for the event here.

2021 Annual Meeting Registration is Now Open

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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 or office, June 7-9.

Registration is now open. Learn more here.