To help you better serve your clients during this time, MDRT is offering the MDRT Productivity Action Plan, designed to provide a means to requalify for MDRT membership in 2021 and continued access to MDRT’s offerings when they are needed the most. Share this video of President Ian Green, Dip PFS with your advisors which […]
MDRT News
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 […]
Announcing the MDRT Family of Brands
MDRT is proud to announce the MDRT Family of Brands, three associations established to provide opportunities to financial services professionals at every stage of their career. Designed to empower the world’s leading insurance and financial professionals with innovative ideas and a network of the best minds in the industry. Dedicated to financial advisors aspiring to […]
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 […]
The MDRT Academy® is a go!
On November 1, the MDRT Academy officially launched as an individual membership association and we couldn’t be more excited. For the past three years, we’ve used the Academy’s pilot phase as an opportunity to fine-tune our offering, developing more than 700 articles, videos and podcast episodes, as well as goal tracking tools, in-depth Performance Guides, […]
U.S., Canada MDRT Members can rewatch MDRT EDGE this week
From motivating member speakers to the engaging live Q&A chats with Anchor Session speakers, there was no shortage of inspiration! The 2020 MDRT EDGE Virtual Event focused on navigating and succeeding in the new and quickly changing world we are living in. Don’t forget to have your advisors come back and revisit all event sessions […]
2021 MDRT membership is open!
Members can apply online and be approved today. The membership production requirement is waived in 2021 for anyone who was an MDRT member in 2019 or 2020. mdrt.org/applynow This year, MDRT created the MDRT Productivity Action Plan to provide members with continued access to offerings when they are needed the most and a means to requalify […]
Encourage your advisors to join the Mentoring Program
MDRT has introduced exciting new changes to the Mentoring Program with a full rollout of the new online platform. We understand the challenges facing new producers as they enter this business, and we recognize that a strong mentor can make the difference between success and failure. The revamped Mentoring Program provides a more robust structure […]
Top of the Table Virtual Event Advance Registration Ends Sept 23
Don’t forget: Advance registration for the 2020 Top of the Table Virtual Event ends September 23. Top of the Table members can register now to lock in the discounted rate of USD 149. Qualifying Court of the Table of the Table members are invited to join a portion of the event on October 14 from […]
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 […]