MDRT Community News

News for MDRT U.S. and Canada

MDRT News

Registration for the 2021 MDRT EDGE is open

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Registration is now open for the 2021 MDRT EDGE. Attendees will …

Connect with local members from the U.S. and Canada

Discover how to stay ahead of the curve by understanding economic and future trends

Take a deep dive into specific, business-related topics

Here is what you need to know about the event:

  • THE WHO: Built specifically for 2021 MDRT U.S. and Canadian members
  • THE WHAT: 2021 MDRT EDGE
  • THE WHEN: November 8–10, 2021
  • THE WHERE: Philadelphia Marriott Downtown in Philadelphia, Pennsylvania
  • THE WHY: Because you want to connect with local colleagues, participate in peer group discussions and learn innovative concepts from fellow MDRT members
  • THE HOW: Register today to invest in you!
Register your team!

MDRT Special Book Club Event – September 20

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On April 10, 2012, United States Army Staff Sergeant Travis Mills was critically injured by an IED while on patrol on his third tour of duty in Afghanistan, losing portions of both legs and both arms. Mills struggled through the painful and anxious days of rehabilitation to regain the strength to live his life to the fullest. With enormous willpower and endurance, the unconditional love of his family, and a generous amount of faith, Mills shocked everyone with his remarkable recovery. His extraordinary journey is recounted in “Tough As They Come,” a New York Times bestseller that speaks to facing a future that’s drastically different from the one you’ve imagined.

The discussion will be moderated by Ryan J. Pinney, LACP, a 13-year MDRT member and Top of the Table qualifier who served in three different branches of the United States military over the course of 13 years. There will be a live Q&A session after the presentation. To get the most out of the time with Mills, members must read the book prior to the event and come with questions to ask the author.

Date: Monday, Sept. 20, 2021
Time: 4–5 p.m. Eastern time
Cost: Free

Space is limited.

Register now.

To learn more about MDRT book clubs, please watch this video.

2021 Top of the Table advance registration ends August 30

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Don’t have your qualifying Top of the Table team members miss out on MDRT’s most exclusive event of the year. The 2021 Top of the Table Annual Meeting unites entrepreneurs and top-tier members to discuss innovative and creative business concepts. Act now and don’t miss this exclusive pricing!

2021 Top of the Table Annual Meeting Virtual Event:

Date: October 21-23, 2021

Advance Registration: USD 149
General Registration: USD 249

Register by August 30 to take advantage of this exclusive offer.

Register for Virtual

Top of the Table Annual Meeting, Amelia Island, FL (in-person:)

Date: October 20-23, 2021

Advance Registration: USD 995   
General Registration: USD 1,095

Register by August 30 to take advantage of this exclusive offer.   

Register for In-Person

2021 Top of the Table registration is open

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Discover new ways to perfect your advisor’s success at the 2021 Top of the Table Annual Meeting.

Are your advisors able to travel?
If so, there is an opportunity to attend in person on Amelia Island, Florida, USA.

Registration for the 2021 Top of the Table Annual Meeting is now open. Now is the time to celebrate successes and network with fellow entrepreneurs and top-tier MDRT members.

The 2021 Top of the Table Annual Meeting is available both in-person on Amelia Island, Florida, and as a virtual event. The in-person event allows for a limited number of attendees, so secure your team’s spot today before it’s too late.

We appreciate your dedication to MDRT, and we look forward to your participation in October.

REGISTER NOW

Learn more about the latest health and safety protocols for the meeting.

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.

2021 MDRT EDGE will be in-person

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MDRT is pleased to announce that the 2021 MDRT EDGE will proceed as an in-person meeting in Philadelphia, Pennsylvania, November 8–10. Given the importance of peer groups and networking to this meeting, there will not be a virtual option to attend.

The 2021 MDRT EDGE is a meeting that will challenge your team and their peers from the U.S. and Canada to bring effective change and better plans to your business. The goal of the meeting is to:

  • Engage with your peers
  • Develop your skillset
  • Grow your business
  • Empower yourself to be a leader in your profession

As more information becomes available, we will provide updates on the MDRT EDGE website and continue to communicate with you. 

MDRT Post Annual Meeting Idea-Share Power Hour – US & Canada Events

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USA Members

Date: June 14, 2021
Time: 12:00 PM Central Time (1:00 PM Eastern Time)

MDRT’s Community Leaders organize events that regionally connect members. We are excited to invite our US members to a post Annual Meeting Power Hour virtual session where you can share knowledge and form friendships with members in your region.

In this collaborative session, you will have the opportunity to share key takeaways and insights from the 2021 Annual Meeting Virtual Event, discuss what you plan to implement into your practice, and grow your local network.

Please click here to register for the event.

After you registered, you will receive a separate email including a zoom link for the event.

Canada Members

Date & Time:
Jun 16, 2021 11:00 AM Central Time (12:00 AM Eastern Time)
OR
Jun 16, 2021 2:00 PM Central Time (3:00 PM Eastern Time)

We are excited to invite our Canadian members to a post-Annual Meeting Power Hour virtual session led by Adrian George, Community Leaders Country Chair, along with Community Leaders from Canada, where you can share knowledge and form friendships with members in your region.

In this collaborative session, you will have the opportunity to share key takeaways and insights from the 2021 Annual Meeting Virtual Event, discuss what you plan to implement into your practice, and grow your local network.

Please click here to register for the 11:00 AM event.

Please click here to register for the 2:00 PM event.

We look forward to seeing you soon!

For more information on US and Canada MDRT events and initiatives, MDRT members can learn more here.

MDRT Special Book Club Event – May 20

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Date: May 20, 2021
Time: 4-5 p.m. Eastern Time

New MDRT members are welcome to join this special Book Club event! Change is happening throughout the financial services profession; don’t get left behind. Join us for an exclusive MDRT book club event to connect with author Maria Ferrante-Schepis and discuss her Amazon bestseller “Flirting with the Uninterested: Innovating in a ‘Sold Not Bought’ Category.” Her book, which describes how to get ahead of the disruption emerging in the insurance and financial services industry, has influenced the thinking of many professionals who are shaping the trajectory of technology and client experiences.

To get the most out of your time with Ferrante-Schepis, please read the book prior to the event and come with questions to ask the author.

The discussion will be moderated by Ted Rusinoff, a 14-year MDRT member and Top of the Table qualifier who currently oversees the North American MDRT book club initiative. There will be a live Q&A session after the presentation.

Space is limited. Register now.

To learn more about MDRT book clubs, please watch this video:
https://rz.mdrt.org/video/expanding-your-perspective/

Lead By:

  • Author, Maria Ferrante-Schepis
  • Ted Rusinoff

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.