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About mentoring

Through the mentoring program, a committed, experienced MDRT member provides counseling, guidance and encouragement to help an aspirant reach MDRT–level production and membership. Mentoring creates a positive outcome for two producers by matching their varying levels of experience and talent to lead the aspirant to long-term financial success, and the mentor to continued and/or greater success and personal satisfaction. To succeed, mentoring teams require open, two-way communication.

Enroll in program

Mentoring mission

Mentoring

To facilitate mentoring relationships between MDRT members and aspirants leading to:

  • Consistent MDRT-level production for the aspirant
  • Increased enthusiasm, commitment and productivity for the MDRT member
  • Increased new agent retention
  • Enhanced efficiency and productivity for the aspirant

Mentoring program

No enrollment fee

Access to MDRT mentoring resources

Quick and easy enrollment process

Online enrollment.

Open enrollment period with no time limit.

Access to the MDRT Annual Meeting:

50 percent of the MDRT member production requirement is needed for the aspirant to attend the first time.

To attend a second time, 80 percent of the MDRT member production requirement is needed.


Rules for aspirants

Aspirants may not participate if they have had more than one year of MDRT membership.

To attend the Annual Meeting as an aspirant:

  • 50 percent of the MDRT member production requirement is needed for the aspirant to attend the first time.
  • To attend a second time, 80 percent of the MDRT member production requirement is needed.
  • Aspirants must qualify under either the commission or premium method. They may not qualify under the income qualification method.
  • The aspirant's mentor must be a current MDRT member and must also attend.

frequently asked questions

Who can become an aspirant?

Anyone in the financial services industry can participate, as long as they have not been an MDRT member for more than one year.

Who can become a mentor?

Mentors must be current MDRT members willing and able to enter into a committed mentoring relationship in order to best guide an aspirant. A mentor may enter into a mentoring relationship with as many aspirants as he or she wishes, from any company or country.

How can I enroll in the Mentoring Program?

Enrollment forms and other information are available online at mdrt.org. You may contact the mentoring department at MDRT headquarters by calling +1 847.692.6378 or emailing mentoring@mdrt.org.

What if an aspirant qualifies to join MDRT?

The mentoring program is designed for advisors who aspire to reach MDRT-level production but do not yet do so. Once the aspirant notifies MDRT they have reached qualifying-level production, a congratulatory letter and membership application will be sent to the aspirant. Instructions and an offer of assistance from MDRT will be attached to the application.

Once I am in the program, how long can I be an aspirant?

The MDRT Mentoring Program has an open enrollment period with no time limit.

Do mentoring teams have to live in the same city, state or country?

Participants in mentoring teams can form from all over the world, as long as all parties agree to be accountable and committed to the agreements formed between them.

How much does the mentoring program cost?

There is no cost to enroll in the MDRT Mentoring Program.

May I attend the MDRT Annual Meeting as an aspirant, and how much production do I need to attend?

An aspirant may attend the MDRT Annual Meeting for the first time if they achieve at least 50 percent of the required MDRT membership production. An aspirant may also attend the MDRT Annual Meeting a second time if they achieve at least 80 percent of the required MDRT membership production. Aspirants must qualify using either the commission or premium method. To register for the MDRT Annual Meeting, the aspirant must be enrolled in the mentoring program by May 1 of the Annual Meeting year, submit their year-end eligible production totals via certifying letters to the mentoring department by the required deadlines, and must attend the meeting with his or her mentor. Attending aspirants will receive an Aspirant ribbon for their badge. After attending the meeting a second time, the aspirant may only attend if they have become an MDRT member.

What happens if my mentor does not qualify, can I attend?

To attend the Annual Meeting, the aspirant's mentor must be a current MDRT member attending the Annual Meeting. If you are having difficulty, please contact MDRT.

How do I find a mentor?

MDRT encourages those seeking mentors to talk to their agency managers, leaders in the field and home office. Independent agents are encouraged to attend networking events and talk to as many people as possible.

As a mentor, what do I gain from engaging in the MDRT Mentoring Program?

MDRT research shows members who have mentored experienced a 15.7 percent increase in their own production.

What are the production requirements to become an aspirant?

There are no production requirements to enroll.


Resources

Monthly feature

Each month, the MDRT Mentoring Program features leaders and strategists with performance insights best suited for individual or team study. We select the most relevant summary that best relates to topics such as prospecting and referrals, selling and presenting, client relations, closing and objections, and productivity. Features are available monthly and include an MP3, a written transcript, presentation highlights and key study questions.


Better Appointments With Better Scripting 
Speaker: Alphil Jay Guilaran
Topic - Client Strategies
View Monthly Features