Anti-Harassment

MDRT is committed to providing a positive environment for its employees, members and other guests at all MDRT events. It has been and remains MDRT’s policy to maintain an environment where every employee, member and guest is treated with respect and which is free from all forms of harassment based upon or related to sex, race, color, religion, national origin, ancestry, physical or mental disability, age, sexual orientation, marital status, veteran status, military status, genetic information and any other characteristic protected by applicable law. This includes conduct that creates a hostile, intimidating or offensive environment based on these characteristics. Harassment of any employee, member or guest is strictly prohibited and will not be tolerated. Any individual who violates these requirements will be subject to appropriate remedial action, which may include removal from the premises, termination of employment or termination of membership.

Code of Ethics

Members of the Million Dollar Round Table should be ever mindful that complete compliance with and observance of the Code of Ethics of the Million Dollar Round Table shall serve to promote the highest quality standards of membership. These standards will be beneficial to the public and to the insurance and financial services profession. Therefore, as members you shall:

  1. Always place the best interests of your clients above your own direct or indirect interests.
  2. Maintain the highest standards of professional competence by seeking to maintain and improve professional knowledge, skills and competence.
  3. Hold in strictest confidence, and consider as privileged, all business and personal information pertaining to your clients’ affairs.
  4. Make full and adequate disclosures of all facts necessary to enable your clients to make informed decisions.
  5. Maintain personal conduct that will reflect favorably on the insurance and financial services profession and the Million Dollar Round Table.
  6. Determine that any replacement of an insurance or financial product must be beneficial for the client.
  7. Abide by and conform to all provisions of the laws and regulations in the jurisdiction in which you do business.

Electronics and Attendee Courtesies

Audio recordings, video recordings and photography are prohibited in ALL sessions.

This event is protected by domestic and international copyright laws. No part of this work may be copied in whole or in part in all forms of media. The recording of any sessions or elements of the Virtual Event are strictly prohibited.

Important Tax and Legal Information

Some presentations contain references to tax and legal matters. Although efforts have been made to ensure the accuracy of those references, MDRT is not liable for errors and omissions. You are strongly urged to check with tax and legal professionals in your state, province or country. MDRT also suggests you consult local insurance and securities regulations and your company’s compliance department pertaining to the use of any new sales materials with your clients.

Rules of Conduct - 2020 Top of the Table Virtual Event

Members shall accept and conform to the Code of Ethics and to those rules of conduct which the Executive Committee may determine and publish for those participating in any such meeting.

  1. To receive access to the 2020 Top of the Table Virtual Event, all members and special guests must register.
  2. Giving your ID and access code to another person for purposes of admission 2020 MDRT TOT Event is not permitted.
  3. Promotion by members or nonmembers of any goods and services, except member exhibitors under provisions of a signed Exhibitors Agreement, is not permitted, other than with the expressed written permission of the Business Services Inc. Executive Committee.
  4. Recruiting or attempted recruiting of personnel or agents of one company or firm by persons of another company or firm is not permitted during the Virtual Event or in connection therewith.
  5. Audio or video recording, online streaming, still photography or any other recordings of presentations during the 2020 Top of the Table Virtual Event is not permitted.
  6. Virtual Event attendees may not intentionally interrupt the Virtual Event or use any other online media that interfaces with 2020 Top of the Table Virtual Event including, but not be limited to, sexualized language or imagery, inappropriate dialogue, insults, political statements, or other content or communication outside the character and purpose of MDRT.
  7. Violation of the Code of Conduct may result in verbal warning, removal from the event without refund, restriction on attending future events, a report to the MDRT Ethics Committee for further action, and possible revocation of membership.

Chat and Zoom Room Rules – 2020 Top of the Table Virtual Event

  1. Use only polite, respectful language.
  2. Do not disparage any individual or company.
  3. Do not discuss pricing or cost.
  4. MDRT does not undertake to monitor this chat in real time, but reserves the right to remove any comment at its discretion.

Statement of Antitrust and Legal Compliance

There shall be no negative discussions of commercial companies or products. There shall be no discussion or activity for the purpose of any legal compliance preventing any person or persons from gaining access to any market or customer for goods and services, nor any agreement or understanding to refrain from purchasing or using any material, equipment, services or supplies. There shall be no discussion or activity that may be construed as forestalling or limiting research and development. We, of course, expect your consideration and full compliance with these guidelines, both while in attendance at this meeting and at all times in your business.

Diversity Statement

The Million Dollar Round Table (MDRT) is committed to celebrating and serving its inclusive, diverse constituency of members in a culture where everyone is valued, respected, appreciated and treated fairly without bias or discrimination. As a global organization, MDRT values and embraces the differences among its members. MDRT will purposefully establish and promote policies, programs and procedures that affirm diversity, equity and inclusion for the benefit of all members, aspiring members, industry partners and the financial services profession.

Disclaimer

The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. MDRT also suggests you consult with local insurance and security regulations and compliance departments, pertaining to the use of any materials with clients. Copyright Million Dollar Round Table (MDRT) This work is protected by domestic and international copyright laws. No part of this work may be copied in whole or in part in all forms of media. The recording of any sessions or elements of the virtual event are strictly prohibited.