Invest in You.
Get access to exclusive meetings, work smarter and surround yourself with advisors who have overcome your current
challenges.
You can be better with MDRT
What can MDRT Offer You?
Member-Only Meetings
Get access to these exclusive, unique MDRT experiences, where speakers and members network and get first hand insights.
Educational Resources
Get ideas and solutions that work, from the people who use them on the platform that works best for you.
Global Network
Get connected to advisors, globally or locally, who have “been there, done that” and who want to see you succeed.
Member-Only Meetings
Network with speakers and members to get first-hand insights
MDRT Invests in first-class industry speakers to offer members meetings of the caliber and quality expected from MDRT, all while creating a platform for an unparalleled networking experience.
MDRT Annual Meeting
MDRT Annual Meeting
The MDRT Annual Meeting gathers thousands of members from around the world to hear inspiring speakers, learninternational industryinsights and share best practices with peers to help attain new levels of success.
MDRT Global Conference
MDRT Global Conference
The MDRT Global Conference offers a new opportunity for members to enjoy MDRT’s world-class meeting experience abroad. Thousands of members from all over the world, especially from the Asia-Pacific region, will listen to inspiring industry leaders, learn in-depth local and global trends, and exchange innovative ideas to advance their businesses.
MDRT EDGE
MDRT EDGE
Offered to MDRT’s U.S. and Canadian members, this is MDRT’s most innovative and technologically enriched meeting, where members work hard to find insights and solutions to their business needs.
Top of the Table Annual Meeting
Top of the Table Annual Meeting
The MDRT Global Conference offers a new opportunity for members to enjoy MDRT’s world-class meeting experience abroad. Thousands of members from all over the world, especially from the Asia-Pacific region, will listen to inspiring industry leaders, learn in-depth local and global trends, and exchange innovative ideas to advance their businesses.
Educational Resources
In the office or on the go, MDRT has solutions to your business obstacles
Find industry trends and get a glimpse at what is being presented at in-person MDRT meetings and from experienced MDRT members. MDRT continues to expand resources for members who can’t step away from the office or want insights on the go.
Resource Zone
Resource Zone
Members can find an extensive collection of videos and articles that relate to their specific business needs. While non-members have a sampling of some content available, MDRT members have access to a continually expanding library of content available on the Resource Zone.
MDRT app
MDRT App
Centered around a new theme each week, content is delivered to you in the form of articles, video and audio. MDRT members can view, comment and clap for MDRT's best resources, curate personal lists and follow other professionals as they create their own.
Round the Table Magazine
Round the Table Magazine
MDRT’s bimonthly print publicationzeroes in on trendsspecific to the financial services industry, creating an in-depth look at how MDRT members are overcoming challenges to optimize their success
MDRT Blog & Podcast
MDRT Blog & Podcast
Read quick-hit takeaways or hear conversations among MDRT members on these, open to the public, platforms. You will find the latest industry insights, trends and topics for ideas on how to increase your production and provide stronger client services.
Global Network
Members reach new levels of success because of people they meet and connections they make.
Join our unparalleled global network of financial advisors. With MDRT’s global network, you can find financial advisors who have already faced the challenges you are experiencing to help guide you through them. Members who get involved with MDRT, find the opportunities to make connections are endless.
Extensive Network
Extensive Network
More than 66,000 MDRT members whotake pride in helping other advisors advance their careers.
Global Membership
Global Membership
MDRT members in 72 nations and territorieswork together to help each other grow professionally.
Successful Professionals
Successful Professionals
MDRT’s top performingnetwork of financial professionals work hard to help other MDRT members achieve even higher levels of success.
Member-to-member mentoring
Member-to-member mentoring
With access to MDRT’s global network, MDRT members have th opportunity for member-to-member mentoring. Mentoring increases production for both people in the relationship.
MDRT Testimonials
“My MDRT membership profoundly impacts my financial career, my practice, my family and my professionalism. I have no doubt it has given me a ‘million’ reasons and ways to add value to my clients.”
Kobus Kleyn, CFP
“Mentoring and being mentored are the gifts that keep on giving long after the exchange takes place.”
Yolie Aleman-Rodriguez
“My first MDRT meeting changed my business and my life. I had never met so many like-minded people in one place who actually wanted to honestly help me move forward in my business.”
Roy John Hall, ADFP
“The MDRT Annual Meeting gives advisors a glimpse of what the world of financial advice is moving toward and equips them with the skill sets needed to be relevant and ahead of the curve.”
Sanjay Tolani, Ph.D., MBA
Do You qualify for MDRT?
Membership applications are accepted November 1 and due on March 1.
Applications are accepted after the March 1 due date, a late fee will be applied
MDRT Qualifying Minimums
- Commission USD 96,000
- Income USD 166,000
- Premium USD 192,000
Ethics & Associations
- Membership in another professional association
- No complaints brought against you
Annual Membership Dues
$ 550.00 USD
"My involvement with MDRT and the MDRT Foundation has taught me that the value we bring to our relationships with clients goes beyond the sale, the reviews and the delivery of checks. Aside from helping them build, our role also includes helping them rebuild their lives."
Janet N. Ng, FChFP, CEPP