1. Million Dollar Round Table
Membership and Growth Opportunities

2. MDRT Mission
To be a valued, member-driven, international network of leading life insurance and investment financial services professionals/advisors who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

3. MDRT Then
Formed in 1927
Started out as a study group of 32 life insurance producers

4. MDRT Now
Over 45,000 members
500 companies
63 countries

5. Why MDRT? Grow your business 24/7, 365 access Elite community
Reach new heights
Build client trust
Emerge as a leader
Make a difference

6. What does it take to increase productivity
What does it take to increase productivity? MDRT Membership years and Meeting Attendance

7. More Means…More! More Meetings, More Membership Years = More Productivity
Results are from an OLS regression analysis using 2015 Membership data (as of 1/8/2016 and excluding 2015 first-time members) where qualifying 2015 commission (2014 production) is the dependent variable (N=18,716) and age, age2, gender, total years of membership, years2, total Annual Meetings, years*meetings, company affiliation, region are explanatory variables.

8. Inspirational Meetings

9. MDRT Mentoring Program
“Retention insurance”.
Aspirants grow their production, creating a path to MDRT membership.
MDRT members who participate as mentors typically experience an increase in their production.
MDRT Mentoring is a tool for succession planning.

10. MDRT Mentoring Program
Free online enrollment
No production requirements unless attending Annual Meeting
Aspirants can attend the Annual Meeting as nonmembers as a guest of their mentor with reduced MDRT production requirements:
50 percent of the requirement to attend the first time
75 percent of the requirement to attend a second time

11. Resource Zone Learn from the success of others.
Find ideas to expand business, prepare for the future, and create long-term plans.
Browse the many videos, podcasts and articles for inspiration, practical tips and sound advice.
Member and guest access available!

12. How do you qualify for 2017 MDRT?
80,000 of eligible commissions; 160,000 of eligible premium; or 228,600 income.
Court of the Table (Three times the basic requirement)
240,000 commission; 480,000 premium; or 412,800 income.
Top of the Table (Six times the basic requirement)
480,000 commission; 960,000 premium; or 825,600 income.
Of these totals, a minimum of 50 percent of the entry-level requirement must come from products listed in the Unlimited Credit category

13. NEW FOR FIRST-TIME APPLICANTS
Effective immediately, MDRT now permits first-time applicants in Australia, Ireland, New Zealand and South Africa to apply for MDRT membership using the income qualification method.

14. Unlimited Credits UNLIMITED CREDIT/RISK-PROTECTION PRODUCTS
Products from life insurance companies
Commission / Fee Credit
Premium Credits
Accidental death/dismemberment (individual)
100% of first yr comm.
100% of first yr prem.
Critical illness (individual)
Disability income contracts (individual)
Life (individual)
Up to annual / target premium
Deposits in excess of annual/target premium
100% of comm. paid.
6% of excess prem.
Single premium (whole life investment)
Short-term endowment rider (max 15 years)
Long-term care (individual)

15. Unlimited Credits - Group
UNLIMITED CREDIT/RISK-PROTECTION PRODUCTS
Products from life insurance companies
Commission / Fee Credit
Premium Credits
Accidental death/dismemberment (group)
100% of first yr comm.
10% of first yr prem.
Critical illness (group)
Disability income contracts (group)
Life (group)
Long-term care (individual)
Annuities (individual / group)
100% of all comm.
6% of new money invested.
Single premium and/or short-term endowment (max 15 yrs)
6% of first yr prem.

16. Limited Credits LIMITED CREDIT Commission/Fee Credit Premium Credit
Health care (individual)
100% of first yr comm.
100% of first yr prem.
Health care (group)
10% of first yr prem.
Mutual funds
100% of all comm.
6% of new money invested
Securities
100% of comm. on new money invested
Wrap accounts/asset management accounts
Financial planning fees/fees for advice
100% of the net fee
100% of the gross fee

17. Million Dollar Round Table
Need more information?
MDRT.ORG
Million Dollar Round Table
Membership Department
325 West Touhy Avenue
Park Ridge, Illinois USA
Phone: / Fax: