MDRT Community News

News for MDRT U.S. and Canada

MDRT News

Can a Mentee Register for 2020 MDRT Meetings?

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We have made the decision to conduct the 2020 MDRT Annual Meeting and 2020 MDRT Global Conference as one virtual event. MDRT will not be hosting a physical meeting in Anaheim or Dubai. Members will be given priority for registration for 2020 MDRT Virtual Event. If you have advisors who are mentees, they will be able to register after member registration, provided there is still availability; please note that seats are not guaranteed and recent meetings have sold out.

All mentees who are currently enrolled in the program, will be able to register for the virtual meeting this year, with no production requirement threshold.

Mentees will be eligible to register for this meeting, space permitting, if three criteria are met:

  • You are enrolled in the Mentoring Program by March 1, 2020.
  • Your mentor is approved for current MDRT membership and has registered to attend the Global Conference.
  • You have achieved at least 50 percent of the MDRT membership production requirement (USD 48,500 in commissions or USD 97,000 in premiums). You may attend a second time a mentee if you achieve 75 percent of the MDRT production requirement (USD 72,750 in commissions or USD 145,500 in premiums). 2019 production must be reported and all certifying letters received and verified by March 1, 2020.

After the member registration period, if all criteria have been met, the mentee will receive an “Approved to Register” email by March 31, which will contain instructions and links for registration. Payment is due at the time of registration.

If a mentee has previously attended the meeting as an MDRT member, they may not attend as a mentee.

If you have additional questions, please email mentoring@mdrt.org
Participants can enroll at mdrt.org/mentorship.

For more information about the 2020 MDRT Virtual Event, visit mdrt.org/vm

Can Agency Managers Attend the 2020 Virtual Event?

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The 2020 MDRT Annual Meeting and Global Conference are joining to become one Virtual Event, 3-7 August. Show your advisors you support their success by joining and connecting with them at the 2020 Virtual Event.

HOW IT WORKS
Five (5) MDRT members from one agency must be registered. Once 5 MDRT Member names, who are already registered, are entered into your profile a registration link will be provided.

WHO IS ELIGIBLE

  • Frontline or second/middle-line managers
  • Heads of traditional or multi-line agencies/firms
  • Sales or unit managers
  • General agents
  • OSJs
  • Managing Partners
  • Applicants must personally supervise full-time career agents, advisors or sales representatives in an agency or firm.

HOW TO ENROLL
Learn more about the Agency Manager Program here.
Or contact agencymngmtprogram@mdrt.org

What is the MDRT App?

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The MDRT App is a members-only resource that provides 24/7 access to personalized content based on the member’s likes and needs, packaged for quick learning to inspire business growth. To continue or gain app access, current and new members must apply and be approved for the current year’s membership. Members can download the app through the Apple or Google Play Store and log in with their myMDRT account.

The 3 most popular topics of content that members are viewing in the app are Motivation, Prospecting and Communication techniques. This shows a desire to enhance their business growth and adaptability to grow with current and new clients.

Make sure your advisors are taking advantage of this valuable member benefit. Share this link with your advisors so they can download the MDRT Member App to their device: http://bit.ly/dlmdrtapp

2021 MDRT Production and Dues

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MDRT cares about you, our valued members, as well as your hard-working, trusting clients, especially while navigating the current uncharted terrain. As a result, we are waiving the membership production requirement in 2021 for anyone who was an MDRT member in 2019 or 2020. The 2021 production requirement for prior-to-2019 members or those applying for the first time will be adjusted based on the 2020 requirement due to the effects of the pandemic.

MDRT is fiscally sound in this economy and has no plans to increase dues in 2021. Dues will remain at USD 550.

Click here to find further MDRT updates in the MDRT Focus Center.

What is the MDRT Academy®?

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The MDRT Academy is a new, individual membership association and community that delivers resources to help financial advisors develop skills and increase their productivity to reach MDRT membership-level production. The MDRT Academy’s resources can be accessed through a mobile app or website, mdrtacademy.org.

Who can participate?
We are offering complimentary membership in a test phase of the MDRT Academy to:

  • Financial advisors in the United States and Canada who do not yet qualify for MDRT. This includes U.S. and Canada aspirants in the MDRT Mentoring Program.
  • Advisors can apply for the MDRT Academy by either downloading the MDRT Academy app on their iPhone or Android device, or visiting the website mdrtacademy.org and selecting “Apply” and providing production details and a certifying letter from their company directly in the app or online. Keep an eye out for more Academy updates during the complimentary membership.

Where can I get additional information?

How does the Mentoring Program work?

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Members and mentees can be from anywhere in the world. Advisors’ online profile preferences will match them to suggested colleagues, and MDRT will give that team the tools to guide mentorship. The program is open year-round online.

There is no charge, but there is one requirement:
The matching, content, tips, tools and results that come from this interaction are all part of the MDRT experience. The only requirement is that nonmember mentees must report their year-end production to MDRT annually.

There are three ways for advisors to be involved in the program:

  • A nonmember mentee
  • MDRT peer mentoring for a member mentee
  • An MDRT member mentor

To learn more and have your advisors enroll, click here.

What is the MDRT Ambassador Program?

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The MDRT Ambassador Program was established to reinforce companies’ and other industry organizations’ training and development efforts, and engaging members and nonmembers around the world. MDRT ambassadors are high-profile MDRT member speakers who deliver presentations on various topics.

MDRT members are available to motivate your team by:

  • Sharing best practices that led to their success
  • Speaking in-depth about a specific topic such as prospecting, handling objections, staying motivated and growing their practice
  • Revealing more about MDRT’s tools and resources that your team can use to increase their productivity and professionalism

Is there a speaker fee?
MDRT ambassadors do not charge a speaking fee. The host organization is expected to pay all of the speaker’s related travel expenses, accommodations, ground transportation and meals.

How do I get a speaker from MDRT?
Simply fill out the speaker request form available under the Resources tab, or provided by an MDRT staff member, and return it with your meeting and speaker request information. Once received, MDRT will identify the best speaker based on your needs/requirements. Ambassador selection is at the discretion of MDRT. MDRT requests at least three months advance notice of the requestor’s program completion deadline.

For more information on requesting a speaker, contact Lena Polishuk, lpolishuk@mdrt.org, +1 (847) 993-4986

2020 MDRT Virtual Event

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MDRT has been closely monitoring the COVID-19 global situation, and for the well-being of all members, we have made the decision to conduct the 2020 MDRT Annual Meeting and 2020 MDRT Global Conference as one virtual event. MDRT will not be hosting a physical meeting in Anaheim or Dubai.

MDRT wants all our members to be successful in all aspects of their professional lives. From that standpoint, we are excited for the opportunity to leverage technology for this experience in a way that is not limited by travel.

When: August 3-7, 2020
Price: USD 149
Who can Attend: MDRT 2020 Members, Mentees enrolled in the mentoring program, MDRT Academy members.

Learn more about the 2020 Virtual Event here.

MDRT Focus on Resources

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MDRT has resources at your fingertips, developed specifically for helping your advisors focus on the here and now. They can check this section of the Resource Zone specifically for strategies to help build a successful future from the current economic climate.

Your advisors will find articles, videos and audio that focuses on common topics for MDRT’s members, including Advising Clients, Marketing, Practice Management and Whole Person.

Share this productivity kit with your team.

New MDRT Updates – Focus Center

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Amid these challenging times, MDRT has created the MDRT Focus Center to provide a central location for updates on the status of the organization. Our teams are operating remotely with members and stakeholders every day. As part of this ongoing effort to slow the community transmission of COVID-19, MDRT will continue to operate activities remotely for its headquarters office in Park Ridge, Illinois.

Membership:
2020 MDRT membership remains open and to make sure your team does not miss out on a year of membership with us, the USD 200 late fee traditionally instituted after the membership deadline has been removed. If a member joins or renews at any time in 2020, they will pay the regular rate of USD 550. We want you to know that MDRT is here for our members and the MDRT community during this uncertain time.

2020 MDRT Annual Meeting and Global Conference Virtual Event:
MDRT is working hard to find ways for you to get the content you need to keep your business moving forward and help your clients. To do this, together, we are all adjusting and pivoting. In order to meet MDRT’s community needs, we have a special announcement. The 2020 MDRT Annual Meeting and Global Conference are joining to become one Virtual Event.

When: August 3-7, 2020
Price: USD 149
Who can Attend: MDRT 2020 Members, Mentees enrolled in the mentoring program, MDRT Academy members.

Click here to view more details and the latest updates on the MDRT Focus Center.