Which MDRT Mentoring Program is right for you?

Wherever you are in your career journey, MDRT has mentoring options to help you take it to the next level.

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.

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

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

Guidelines for Annual Meeting and Global Conference Eligibility Requirements

As an enrolled mentee in the MDRT Mentoring Program, or as a current Academy member, you are eligible to qualify to attend the MDRT Annual Meeting or Global Conference, which are said to be life changing experiences, to further your career. The following criteria must be met to be eligible to register to attend.

  1. An advisor may attend a maximum of two meetings while a being a member of the MDRT Academy or in the MDRT Mentoring Program. Only one MDRT meeting may be attended in a year. Virtual attendance at a meeting will not count toward the two in-person opportunities.

  2. An advisor must be a current member of the MDRT Academy or enrolled and connected in the
    mentoring program, by March 31 of the meeting year.

  3. To attend a meeting your first time, the mentee or MDRT Academy member must meet a threshold from their prior year-end production, of 50 percent of eligible commissions paid or 50 percent of eligible premiums paid, of the meeting year’s MDRT membership production requirement.

    2024 50% Meeting Requirements (USD):
    Total Commissions: $ 37,000
    Total Premiums: $ 74,000

    Please click here for additional member production information on the MDRT website.

  4. To attend a meeting the second time, the mentee or MDRT Academy member must meet a threshold from their prior year-end production, of 75 percent of eligible commissions paid or 75 percent of eligible premiums paid, of the meeting year’s MDRT membership production requirement.

    2024 75% Meeting Requirements (USD):
    Total Commissions: $ 55,500
    Total Premiums: $111,000

    Please click here for additional member production information on the MDRT website.

    If production is submitted on a data file submitted by your company, then no certifying letter is required for validation. If the mentee or MDRT Academy member is submitting production individually, a certifying letter signed by an official of the company is required. For a copy of the certifying letter, please click here for detail. Production must be submitted by March 31.

    To upload your production, sign into the Academy or Mentoring Platform, chose to edit your profile, and upload to the Annual Production section.

  5. If qualifying as a mentee, your mentor must also be registered to attend the same meeting. Your mentor must be registered before you are able to register.

  6. Once qualified, you will receive an email from the program that provides further information on registration. This email will be sent after March 31, and for mentees, after general registration opens to allow time for mentors to register.

  7. IF the Mentee or Academy Member has ever attended an MDRT meeting in-person, as an MDRT member, they are eligible to only attend once as a mentee or Academy member and must meet the 75 percent production threshold.

  8. All mentees and MDRT Academy members will pay the same registration fee as MDRT members. Payment is due at the time of registration. Please click here for more information on this year’s meetings.

    Questions and further information please contact:



How the Peer Mentoring Program Works for MDRT Members:

Current members of the MDRT community who meet Membership Requirements are eligible to participate in the mentoring program either with a peer, or as a mentor to an aspiring member in the Academy.

Using our self-matching tool, MDRT members can enroll any time of the year by completing their profile and filtering for members with complimentary skill sets and interests. Pair up for a 12-month, guided cycle.

Using the custom training and resources provided by MDRT, pairs work together to define goals and identify steps to achieve them. Use our digital tool to log your progress at least every 120 days to stay active in the program.

At the end of 12 months, members reflect on the past year and the progress that was made. Celebrate your successes and identify next steps for the future. There is no limit to how many times an MDRT member can participate in the program.

The MDRT mentoring program is currently available in the following langages:

  • English
  • Spanish
  • Korean
  • Japanese
  • Traditional Chinese
  • Simplified Chinese

Become a Mentor

Are you a current MDRT member with a desire to share your knowledge and expertise with a non-member financial service professional in a mentoring relationship?

MDRT Mentoring Program FAQs

What are the requirements to enroll?

There is no production requirement. However, production must be reported by March 31 (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.

Do both halves of a mentoring team need to enroll?


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 I 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 allows the mentee to “filter” for criteria when selecting a mentor such as country, language, company, etc. You will be prompted to send email invites to suggested mentors.

Is there training for new mentors?

Yes, the program provides training in best practices for the mentor and the mentee.

What other benefits come with 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.

Still have questions about the MDRT Mentoring Program? Contact us at mentoring@mdrt.org  for more information.

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