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The premier association of financial professionals - PowerPoint PPT Presentation

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[Insert Picture Here]. [Insert Advisor Name Here] [Insert Company Name Here]. What is MDRT?. The Premier Association of Financial Professionals ® 33,000 members representing less than 1 percent of life insurance and financial services professionals from 77 nations and territories

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[Insert Picture Here]

[Insert Advisor Name Here]

[Insert Company Name Here]

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What is MDRT?

  • The Premier Association of Financial Professionals®

  • 33,000 members representing less than 1 percent of life insurance and financial services professionals from 77 nations and territories

  • Membership in MDRT requires me to:

    • Adhere to a strict Code of Ethics

    • Focus on providing top-notch client service

    • Continue to grow professionally through involvement in another industry association

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MDRT Members

  • Are united by a passion to:

    • Provide financial solutions that protect families, individuals and business owners

    • Better serve clients by sharing ideas and best practices with MDRT members from around the world

    • Enhance the industry through leadership on issues such as ethics

    • Improve the lives of others through charitable support

  • Have a reputation for offering exceptional:

    • Financial expertise

    • Client service

    • Integrity

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Professional Improvement

  • MDRT provides continuing education and skill improvement; including:

    • Forums for sharing ideas and networking with other top professionals from around the world

    • Meetings that are considered to be the best in the industry and offer educational opportunities to further improve my knowledge

    • Products and services focused on enhancing productivity and ethics

    • Volunteer opportunities to help me grow as a leader

    • Improvement of my own skills through mentoring those aspiring to MDRT membership

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Community, Personal and Family-Oriented Values

  • MDRT helps me:

    • Better contribute to our community through the MDRT Foundation, which helps members support charities and causes with hands-on volunteer work in their own communities and throughout the world

    • Embrace values we share through educational programs and meetings that encourage me to maintain a balance of family, health, spirituality, finances, community service and career

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Million Dollar Round Table

  • Makes me an even better advisor to you

    • Continuing education and skills improvement focused on providing the best in client service

    • Focus on serving our community and on strong personal values