MDRT - Member Benefits

Who we are

MDRT is a membership organization for professionals with a range of expertise across the financial services industry.

Constant advancement, together

MDRT is The Premier Association of Financial Professionals®, an independent association bringing together the world's top-performing financial advisors from more than 80 nations and territories and nearly 700 companies. For almost 100 years, our members have led the financial services profession with excellence, integrity and a client-first approach.

Diverse representation of financial services

MDRT members represent varied business models and firm types in the financial services profession, including insurance companies, independent practices and multinational financial institutions. They include top-performing insurance agents, investment advisors, wealth managers and independent financial professionals at every career stage.

MDRT provides a unique environment where members can openly share ideas, exchange strategies and support one another across different business models — helping them grow their practices while maintaining the highest standards.

Range of expertise

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 planning, including university savings plans
Estate, 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

Benefits

Through member events, peer connections and time-tested ideas from top producers, you’ll learn how to build a career that’s successful and sustainable.

Exclusive events and experiences

The MDRT Annual Meeting, MDRT Global Conference and exclusive regional events connect you with the latest industry insights and celebrate your success.

Ongoing virtual learning — including webinars, study groups, and book clubs — keeps you motivated and engaged with members who inspire you.

Dynamic, diverse network

Exclusive access to a searchable, filterable MDRT Member Directory makes it easy to connect with top industry professionals and exchange client referrals by specialty and location.

Build authentic relationships with peers, mentors and leaders who openly share business strategies to help you get ahead.

For companies

Companies benefit directly when their advisors are members of MDRT. Our members are among the profession’s top performers, often reporting higher production, deeper client relationships and a renewed purpose in their work.

Data shows many members earn well above the industry average, and those who attend MDRT meetings experience even greater growth. MDRT programs help your advisors stay motivated and growing, complementing your internal training with resources that strengthen advisor skills, leadership, ethical standards and work-life balance.

How MDRT helps companies

How to join

To become a member of MDRT, you must meet a minimum production requirement based on premium, commission or income and maintain a strong ethical track record.

Applications open November 1 and are due by March 1 each membership year. You can join after March 1 for an additional fee.

See if you qualify

Not there yet?

Join the MDRT Academy, our association for financial professionals who are working toward MDRT qualification.

Learn more

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What MDRT members say

Brendan Clune Walsh

14-year member

“MDRT gave me a sense of abundance that I had not experienced in our business. It's an organization whose sole purpose is to make its members better — period.”

Julia Zeng

5-year member

"As the team lead in my company, it can be easy to feel lonely and under pressure. But, thanks to MDRT, I'm not alone. MDRT gives me a reason to set bigger goals and a platform to achieve them while giving back and becoming my best self."

Ryan De La Torre, CFP, CLTC

13-year member

"MDRT represents the least amount of money I spend every year for the most amount of support. Being an MDRT member has expedited my success and helped me to develop new skills I could not have achieved on my own."

Shelley MacIntyre, CLU, CHS

11-year member

“For me, the biggest benefit of MDRT membership is talking to peers who are willing to share new ideas and success strategies. Not only are they willing to share what they know, they are happy to help you and coach you.”

Tim Daniel Clairmont, MSFS, LACP

15-year member

"In my first years as a member of MDRT, my production almost doubled. Since then, as I implemented ideas that I learned through MDRT, my revenue has skyrocketed."