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[Insert Advisor Name Here] [Insert Company Name Here]

[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 Advisor Name Here] [Insert Company Name Here]

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  1. [Insert Picture Here] [Insert Advisor Name Here] [Insert Company Name Here]

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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

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