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The concept of mentoring has been an MDRT staple since the beginning — members helping those who aspire to join find solutions to qualify. It’s crucial for the long-term success of the aspiring member, it’s essential for the member by keeping them on track and by revisiting best practices with a peer. But now there is more to it.

MDRT’s all new mentor-mentee online matching program will now connect nonmembers with MDRT members and existing MDRT members with more-seasoned MDRT members.

“MDRT is a knowledge bank of financial service professionals. The biggest resource is the membership itself; interacting with MDRT members will change your mindset of how the financial profession is growing.”

Sanjay Tolani, Ph.D., MBA

MDRT Member


Members and mentees can be from anywhere in the world. Your online profile preferences will match you to suggested colleagues, and MDRT will give your team the tools to guide your mentorship.

Open year-round, online. We’ll help match you:

Mentees – fill out your profile, search for MDRT mentors and get matched up with a member ready to get you to where you want to be

Mentors – pass on your knowledge to one, or more, financial advisors who are seeking out professional advice

MDRT will send you the tools to get your relationship going so you can:

  • Follow a 12-month program
  • Set milestones together
  • Set goals as a team
  • Track your progress

There is no charge, but there is one requirement:

The matching, content, tips, tools and results that come from this interaction are all part of the MDRT experience. The only requirement is that nonmember mentees must report their year-end production to MDRT annually.


Nonmember Mentee

Nonmember mentees looking to achieve MDRT production levels

  • Anyone in the financial services industry
  • Have not been an MDRT member for more than a year
  • Currently not producing at MDRT membership levels

MDRT Peer Mentoring for Member Mentee

MDRT members looking to boost their careers

  • Any current MDRT member with a desire to grow through a one-on-one peer relationship with a mentor


MDRT Member Mentors

MDRT members willing to share their pathway to success

  • Any current MDRT member with a desire to share their knowledge with another financial services professional in a mentor relationship.


If you have additional questions, please email mentoring@mdrt.org

To qualify as a Mentee to attend the 2021 ANNUAL MEETING or GLOBAL CONFERENCE, the following criteria must be met:

  1. A Mentee must have been enrolled and connected in the program by March 31, 2021
  2. The Mentor must be a current 2021 MDRT member
  3. Their Mentor must be registered to attend the same meeting
  4. A Mentee will need to achieve 50% or 75% of the production requirements for 2021 MDRT Membership, in either commissions or premiums to qualify to register to attend a Meeting. This production will need to be reported by March 31, 2021. If a Mentee reports the production, a signed completed certifying letter is also required. If the production is reported for the Mentee by their company, then a certifying letter is not required. A copy of a certifying letter can be found in the Help Resources in the Mentoring Platform, or at https://www.mdrt.org/becoming-a-member/. The production is based on total from year-end 2020.

2021 Mentee Meeting Production Requirement-50% -first time attendee:
Commissions USD: $ 30,500 OR Premiums: $61,000

2021 Mentee Meeting Production Requirement-75%-second time attendee:
Commissions USD: $ 45,750 OR Premiums: $91,500

The MDRT Mentoring Program:

MDRT has introduced exciting new changes to the Mentoring Program with a full rollout of the new online platform.

We understand the challenges facing new producers as they enter this business, and we recognize that a strong mentor can make the difference between success and failure. The revamped Mentoring Program provides a more robust structure and enhanced tools — with the goal of facilitating quality mentor-mentee relationships. It also includes resources to help with goal setting, milestone tracking, task management, data analytics and progress reports.

Our goal is to enhance the mentoring experience to drive increased productivity, engagement and professional growth.

MDRT Mentoring Program FAQs

  • How much does it cost? Enrollment in the MDRT Mentoring Program is free.
  • What are the requirements to enroll? There is no production requirement. However, production must be reported by March 1 (for the preceding year) to be eligible to register to attend the Annual Meeting or Global Conference.
    You must also have a unique email address.
  • When can I apply? Enrollment in the MDRT Mentoring Program is open year-round.
  • How long is the program: The program is a 12-month guided plan
  • Who is eligible to be a mentor? All mentors must be current MDRT members.
  • What is included in the MDRT Mentoring Program? Mentoring teams receive access to MDRT’s Resource Zone, as well as monthly emails highlighting a piece of content that can be used for fruitful conversations. The new platform will include facilitated online matching, tools for goal setting and tracking, milestones and best-practice training.
  • How do I join the MDRT Mentoring Program? Enroll at mdrt.org/mentorship. Click on “Enroll in Program” and complete your profile. The system will prompt you and provide you with the best match for a mentor.
    You must also have a unique email address.
  • Do both halves of a mentoring team need to enroll? Yes.
  • How many mentees can a mentor have? The best practice is no more than two mentees per mentor.
  • What happens if I’m not engaged once I enroll? Participants must log in and have activity in the platform within 120 days from date of connection or the connection will close, and they will no longer be enrolled in the program.
  • Is there a limit to how many times you go through the program? No, there is no limit to the number of times you can go through the 12-month program.
  • How do I find a mentor? The platform facilitates self-matching and allow the mentee to “filter” for criteria when selecting a mentor, such as country, language, company, etc.
  • Is there training for a new mentor? Yes, the program provides training in best practices for the mentor and the mentee.
  • What other MDRT benefits come with being enrolled in the mentoring program? A mentee may be eligible to attend the MDRT Annual Meeting or Global Conference with their mentor if they meet certain criteria. Please contact mentoring@mdrt.org for more details.
  • What if my company would like to pre-match teams? Can they participate in the MDRT Mentoring Program? Yes, pre-matched groups of 30+ may enroll through an enrollment form. Please contact mentoring@mdrt.org  for a copy of the form. Processing time can be up to two weeks once the form is received by the Mentoring department, providing the form is completed in full and no additional information is needed.

More information: mentoring@mdrt.org To enroll: mdrt.org/mentorship