+1 847 692 6378

325 West Touhy Avenue 
Park Ridge, IL 60068 USA

Contact us

Helpful Links

  • For Companies
  • MDRT Store
  • MDRT Foundation
  • MDRT Academy
  • MDRT Center for Field Leadership
  • Media Room

MDRT Chapter Sites

  • Korea
  • Japan
  • Chinese Taiwan

Copyright 2025 Million Dollar Round Table®

DisclaimerPrivacy
  • About
  • Join
  • Events
  • Resources

Search

1 - 10of 276

Results: 276

Juliet Funt

Aug 28, 2018

White space at work

We are in an age of constant busyness, and people rarely take time to pause or think. In this session, Funt asks you ask yourself if there’s anything you can let go of, and how much you would benefit by spending even a little less time seeking action and control. When it comes to the strategic pause of white space, a small change can have a big impact. Click here to find more from the 2018 Annual Meeting [https://rz.mdrt.org/search/?q=2018ampro]

Fred Reish

Sep 17, 2018

The DOL's fiduciary rule and its impact on advice to IRAs and plans

Reish covers where we are and where we're going with the expanded definition of fiduciary advice, the best interest standard of care, and the prohibited transactions and exemptions associated with fiduciary advice. He also shares practical tips about compliance with the rules and traps under the rules. Leave with an understanding of the types of recommendations you’re making and transactions that the rules apply to.
Utilizing positivity to foster communication and unity  image

Jon Gordon

Sep 28, 2024

Utilizing positivity to foster communication and unity

While a company that is divided and disconnected is weak and powerless, a united company is connected and powerful. Gordon explains why the same principle applies to you as an individual and how to work with more clarity, confidence and positivity.

Kasey Massatti, MBA

Sep 5, 2018

Life insurance for wealth accumulation with a tax-efficient mind

There are many forms of life insurance. With the proposed changes in regulations, life insurance is becoming more prevalent within the industry. Accumulating cash value within life insurance needs to be sold with a tax-efficient presentation. With a few easy steps, anyone can sell this product successfully.

Matthew Luhn

Sep 5, 2018

Q&A with Matthew Luhn

2018 Annual Meeting Main Platform speaker Matthew Luhn expands on his presentation about storytelling and answers audience questions.
Aug 30, 2018

The box

These prospecting tips generated four decades of top-level production. Hear how Baker, an MDRT Past President, spent 40 of his 47 years of MDRT membership as a Top of the Table qualifier.

Sol Hicks

Sep 5, 2018

From good to great to joy

Your dreams guide you to happiness. Hicks describes his techniques for focusing on what matters most.
Types of insurance policies that every Malaysian needs

Lo Nyok Mooi

Sep 6, 20224 min

Types of insurance policies that every Malaysian needs

Lo Nyok Mooi, an MDRT member from Malaysia, shares the three types of most needed insurance policies that you can pitch to prospects or clients.

Cedric L. Watkins II, J.D., MBA

Feb 4, 20195 min

Charitable planned giving program

Watkins explores how to employ the means to economically support a stable economic future.
How to educate parents and children about money

Sunny Istar Lee, IAR

Aug 31, 20223 min

How to educate parents and children about money

The sad reality is that most young people do not know how to manage money. Lee shares three simple and effective solutions you can implement to help your clients prepare for the generational financial picture while also teaching their children about financial life skills, so they are prepared to receive and manage the legacy their family leaves behind.