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. 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. Learn more…
LAN
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 […]
MDRT Post Annual Meeting Idea-Share Power Hour – US & Canada Events
USA Members Date: June 14, 2021Time: 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 […]
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 […]
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 […]
Feb 8 Webcast: Make 2021 Your Best Year Ever
MDRT Special Event: Make 2021 Your Best Year Ever Have your advisors join MDRT members John J. Demboski, CFP; Gregory B. Gagne, ChFC; Jennifer P. Mann, MBA, CFP; and Dana Mitchell, CFP, CLU; for a panel discussion about how you can reach your next level of success as an advisor this year, whether that means finally creating a long-term […]
Jan 12 Webinar – Rock-star Status: How Female Advisors Succeed
MDRT Special Event: Rock-star Status: How Female Advisors Succeed (and help others do the same) Join MDRT members Regina Bedoya, CLU, ChFC; Vanessa Y. Bucklin, MBA, CLU; and Addie Murdock for a panel discussion to address the singular experience of being a woman in the financial advisor world. The panelists will share their own success stories, including how they’ve […]
December 7 Webinar: The Secrets of Successful Study Groups
MDRT Special Event: The Secrets of Successful Study Groups Join MDRT members Clay Gillespie, CFP, CLM; R.J. Kelly, RICP, MSFS; Juli Y. McNeely, CFP, CLU; and Nelson Wood for a panel discussion about the do’s and don’ts of cultivating an active study group that will enhance your career for years to come. The panelists, all study group veterans, will talk […]
September 30 Webinar: The challenges and rewards of cross-generational partnership
MDRT Special Event: Does teamwork make the dream work? The challenges and rewards of cross-generational partnership Join MDRT members Matthew T. Hoesly, CFP, ChFC; Michelle L. Hoesly, CLU, ChFC; Jared B. Koelker and Thomas F. Levasseur, CLU, MS Ed, for a panel discussion about how they successfully partner across generations within their firms. They will address the challenges that come […]