MDRT Community News

News for MDRT U.S. and Canada

MDRT News

MDRT Center for Field Leadership is open for membership

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Part of the MDRT Family of Brands, the MDRT Center for Field Leadership (formerly MDRT Global Services) is an individual membership association fostering the exchange of resources, strategies, and ideas. MDRT Center benefits are created and perfected for field and home office leaders to continue to achieve excellence in all aspects of their professional and personal lives.

When you’re at your best, so are your advisors; and when your advisors are at their best, so is your business. Continue to learn and grow as a member of the MDRT Center for Field Leadership. We’re here to help you and your team achieve excellence in your professional and personal lives.

MDRT Center members get access to:

  • Harvard ManageMentor® courses and certifications
  • Leadership-focused learning materials
  • The MDRT Culture of Excellence Awards
  • The MDRT Annual Meeting and MDRT Global Conference
  • Study Groups and Masterclasses
  • Monthly Leadership Checklist of articles, videos and more

Learn more about the MDRT Center and how you or your leaders can join as a member.

Join by April 1 to avoid the late fee.

Join us for MDRT’s 2024 meetings

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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.
2024 meetings

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

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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:

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

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

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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.

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Speakers to see at MDRT EDGE 2023

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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.

Register your team now

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

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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!

What members can expect from the 2023 Annual Meeting

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The 2023 MDRT Annual Meeting has an abundance of opportunities to offer members. Have your advisors join us in Nashville, Tennessee, USA, for the chance to network, learn and grow all week long.

Events to look forward to:

  • The Opening Ceremony is an exclusive event that will captivate you! 
  • The ConneXion Zone offers more than 50 quick-hit presentations and a variety of fun activities to network with fellow members.
  • Focus Sessions are designed to spark new ideas and provide solutions to your challenges.
  • Special Sessions provide exclusive content for first-time attendees as well as Court of the Table, Top of the Table and Global Services members.
  • Main Platform offers inspirational content from outstanding member speakers and industry leaders.

Check out the 2023 MDRT Annual Meeting website to uncover more details about the program and schedule.

General registration pricing of USD 1,095 will end on June 12, 2023. Save now before prices go up on June 13, 2023, to USD 1,195.

Has your team registered yet?

Last chance for 2023 MDRT membership

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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

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.

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

2023 MDRT membership is open!

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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.

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Registration is open for the 2022 MDRT EDGE

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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

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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.