MDRT - MDRT Family of Brands

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Financial professionals from around the world engage with the MDRT Family of Brands to grow, connect and collaborate.

The MDRT Family of Brands accelerates leadership growth and keeps professionals like you reaching for more. Professionals never say, “I made it.” They ask, “What’s next?”

Where good advisors become great.

The MDRT Academy empowers advisors striving to reach MDRT-level production. As an Academy member, you receive a personalized learning pathway with tips on how to market and manage your business, advise clients, develop yourself and implement new ideas.

Membership Benefits include:

Personalized membership journey
MDRT-quality resources
Goal-setting and tracking features
Access to MDRT events

Who should join the MDRT Academy?

For advisors striving toward MDRT qualification, the MDRT Academy is the right place for you.

The MDRT Academy is for financial services professionals who are:
Career starters
Career changers
Aspiring MDRT members
Previous MDRT members

In the Academy, you can join others at the top of the profession and grow within the MDRT family.

Uniting the world’s top-performing financial advisors.

Since 1927, MDRT members have led the financial services profession with excellence, integrity and a client-first approach. MDRT provides a unique environment where members can openly share ideas, exchange strategies and support one another – helping them grow their practices while maintaining the highest standards.

Membership benefits include:

Exclusive events and experiences
Dynamic, diverse network
Members-only resources
Balance and values

Who should join MDRT?

Members bring a broad range of knowledge and share expertise on many topics, specialties and client needs, including:
Holistic financial planning
Insurance and risk management (life, health, disability and more)
Retirement planning
Education, legacy and succession planning
Wealth management
Employee benefits
Tax strategies
Financial education and coaching
Niche client segments, such as high-net-worth individuals, business owners, physicians and tech professionals

With robust educational resources, engaging events, plus virtual and in-person networking opportunities, MDRT is The Premier Association of Financial Professionals®.

What you need to lead. And so much more.

The MDRT Center for Field Leadership is an association for field and home office leaders like you who are committed to being your very best — for yourself, your teams and your business. Foster meaningful relationships and deeper engagement with the MDRT community, build an MDRT culture of excellence in your organization and pursue lifelong learning and leadership growth.

Membership benefits include:

Foster meaningful relationships
Build an MDRT culture
Exclusive content and resources
MDRT Culture of Excellence Awards

Who should join the MDRT Center?

Field leaders who provide strategic leadership and operational management, including:
Agency Director
General Agent
Managing Director
Sales Manager
Equity Specialist
Recruiter
Sales Support Specialist

Home office leaders in an executive management position overseeing field leaders and sales force recruiting. Titles include C-suite leaders across:
Recruiting
Distribution
Learning, Training and Development
Compliance
Other areas

The MDRT Center is the place for stronger team management through enhanced skills, increased advisor retention and productivity, and improved team morale.

Your fast track to MDRT starts here.

• Annual Enrollment Period: Advisors can join anytime throughout the year

• Annual Membership Dues: USD 300

mdrtacademy.org

Discover all the benefits of MDRT membership.

• Annual Enrollment Period: November 1 — March 1

• Annual Membership Dues: USD 600

mdrt.org/join

Begin building your MDRT culture today.

• Annual Enrollment Period: November 1 – April 1

• Annual Membership Dues: USD 600

mdrtcenter.org