2017 MDRT Annual Meeting

The MDRT Annual Meeting registration is limited!

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The MDRT Annual Meeting is MDRT’s pinnacle conference, gathering thousands of top financial professionals from around the world to create an exclusive event like no other. Attendees hear inspiring speakers, learn insights from some of the best minds in the business and share best practices with peers to help attain new levels of success.

-Discover innovative ideas to increase productivity
-Learn solutions to improve client service
-Hear business strategies from industry experts
-Get involved in the MDRT community!

More Membership Years + More Meetings = More Productivity

Statistics show that members who consistently join MDRT and engage with the organization by attending the Annual Meeting reach higher levels of success.



Registration is open to 2017 approved members on a first-come, first-served basis. Members are encouraged to book their hotel room at the same time as registration.

All funds must be in U.S. dollars (USD) and should be paid by credit card through Experient, our third party registration site host.

Download the 2017 Registration book here or by clicking on the image above.

Refunds, Cancellations and Visa Denials

Registration cancellation requests must be emailed to Experient at a mdrt@experient-inc.com. Requests for cancellation refunds should be received by 11:59 p.m. Eastern Time in relation to the deadlines below to be eligible. All refunds will be issued in the original form of payment.

No requests for cancellations after May 20 will be valid.

Visa Denials

Members who are denied a United States visa are eligible to receive a full refund for the meeting registration fee only if official documentation of their visa denial is provided to MDRT at mdrt@experient-inc.com by June 3, 2017. MDRT cannot process refunds for visa denials received after June 3, 2017.

Schedule at a Glance


11 a.m. – 4 p.m.
MDRT Foundation Booth

11 a.m. – 5 p.m.
MDRT Store

11 a.m. – 6 p.m.

4:30 – 5:30 p.m.
PGA Volunteer Orientation and Breakout Sessions


7 a.m. – 7 p.m.

10 a.m. – 4 p.m.
ConneXion Zone and MDRT Store

10 a.m. – 4 p.m. and 6:30 – 7:30 p.m.
MDRT Foundation Booth

1 – 3:30 p.m.
Court of the Table and Top of the Table Program & Reception
(2017 Court of the Table and Top of the Table members only)

5 – 6:30 p.m.
Opening Ceremony (doors open at 4:30)


7 a.m. – 4 p.m.

8 – 11:30 a.m.
Main Platform

11:30 a.m. – 5:30 p.m.
ConneXion Zone, MDRT Store and MDRT Foundation Booth

12 – 1:30 p.m.
Lunch Session (Prepaid ticketed event*)

2 – 3 p.m.
Focus Sessions and Idea Exchanges

3:30 – 4:30/5 p.m.
Focus Sessions


6:30 – 8 a.m.
Breakfast Session (Prepaid ticketed event*)

7 a.m. – 4 p.m.

8:00 – 11:30 a.m.
MDRT Speaks

11:30 a.m. – 5:30 p.m.
ConneXion Zone, MDRT Store and MDRT Foundation Booth

12 – 1:30 p.m.
Lunch Session (Prepaid ticketed event*)

2 – 3 p.m.
Focus Sessions

3:30 – 4:30/5 p.m.
Focus Sessions


7 a.m. – 2 p.m.

7 a.m. – 6 p.m.
Interpretation Headset Return

8:30 – 9:30 a.m.
Cornerstone Presentations

10 – 11 a.m.
Focus Sessions and Echo Sessions

11:30 a.m. – 12:30 p.m.
Focus Sessions

2 – 5 p.m.
Main Platform

*Prepaid ticketed events are at additional cost at time of registration. Session presented in English only. Simultaneous interpretation will not be available.


Housing Information and Deadlines

Members must be registered for the meeting to secure a hotel room and are encouraged to do so at the time of registration. Availability is not guaranteed. Members are able to reserve one room. The deadline to book a room at an MDRT official hotel is April 27, 2017, unless the room block sells out sooner.

Individuals registering for the Annual Meeting grant permission for MDRT, its housing agency and other designees to use the information contained in their registration in order to secure housing and to finalize their registration. Should individuals book direct with any official hotel and/or overflow hotel, the individuals authorize the hotel and MDRT, its housing agency and other designees to access the information contained in their registration.

MDRT Official Hotels

MDRT will provide a light bus shuttle service between these official hotels and the Orange County Convention Center.
Room rates are quoted in USD and are subject to applicable taxes and fees.

Map of hotels

Hilton Orlando (Co-headquarters)
Hilton Orlando (Co-headquarters)
6001 Destination Pkwy, Orlando, FL 32819
MDRT Rate: USD 189 king bed/two double beds
Resort Fee: USD 10 per night
Resort fee includes internet, phone, fitness center access, recreation activities and 15% discount at outlets

Hyatt Regency Orlando (Co-headquarters)
Hyatt Regency Orlando
9801 International Dr., Orlando, FL 32819
MDRT Rate: USD 229 king bed/two double beds
Resort Fee: USD 5 per night
Resort fee includes guest room internet (up to 6 devices), 2 I-ride trolley passes, complimentary local and 800 calls, access to spa, fitness center and recreational activities

Embassy Suites – Orlando International Drive
Embassy Suites - Orlando International Drive
8978 International Dr., Orlando, FL 32819
MDRT Rate: USD 179 king bed/USD 189 two double beds
Included in rate: Internet in sleeping room, free breakfast, free evening reception Monday-Friday, complimentary local calls and toll free calls

Residence Inn Orlando Convention Center
Residence Inn Orlando Convention Center
8800 Universal Blvd., Orlando, FL 32819
MDRT Rate: USD 134 king bed
Included in rate: Internet throughout hotel and sleeping room, free breakfast, free evening reception Monday-Wednesday, complimentary local calls and toll free calls

Rosen Centre
Rosen Centre
9840 International Dr., Orlando, FL 32819
MDRT Rate: USD 205 king bed/two double beds
Included in rate: Internet in sleeping room, complimentary local calls and toll free calls

Rosen Plaza
Rosen Plaza
9700 International Dr., Orlando, FL 32819
MDRT Rate: USD 185 king bed/two double beds
Included in rate: Internet in sleeping room, complimentary local calls and toll free calls

Rosen Shingle Creek
Rosen Shingle Creek
9939 Universal Blvd., Orlando, FL 32819
MDRT Rate: USD 209 Run of House room (bed type not guaranteed until check in)
Included in rate: Internet in sleeping room, complimentary local calls and toll free calls

SpringHill Suites Orlando Convention Center
SpringHill Orlando Convention Center
8840 Universal Blvd, Orlando, FL 32819
MDRT Rate: USD 129 king bed/two queen beds
Included in rate: Internet throughout hotel and sleeping room, free breakfast, complimentary local calls and toll free calls

Explore Orlando

Need even more reasons to attend the meeting in Orlando? We can give you hundreds! We all know Orlando for its theme parks, but beyond that, there’s a whole world of fabulous restaurants, championship golf courses, outstanding shopping and thrilling entertainment options.

Explore all the city has to offer and start planning your trip.

The Orange County Convention Center is surrounded by hotels, attractions and dining experiences that make up the International Drive Resort Area. Hop on the I-Ride Trolley Service to discover the miles of fun that make up the area. See Orlando from a different view from the 400-foot tall Coca-Cola Orlando Eye, browse goods from local artisans and large retailers at the eclectic Artegon Marketplace Orlando, go on a culinary adventure at Café Tu Tu Tango, or tee it up with friends at Shingle Creek Golf Club.

View a map of the area by clicking here and see more things to do in the I-Drive Resort Area.

Orlando Information, Restaurant Reservations & Discounted Theme Park Tickets
Visit Orlando will operate two Guest Services Desks at the Orange County Convention Center. Here you can obtain information about all Orlando has to offer. Get area maps, book restaurant reservations and even purchase discounted attraction tickets to Walt Disney World, Universal Theme Parks and SeaWorld specifically for convention delegates.


Opening Ceremony

Sunday, June 4
5 – 6:30 p.m.

The Opening Ceremony will feature inspiring speakers who will set the stage for the great three days ahead. In addition to their motivational messages, enjoy live musical entertainment and the traditional MDRT Flag Ceremony. All are invited to wear the traditional clothing of their home country to celebrate the diversity and global connectedness of MDRT.

Main Platform

Large session where ALL attendees gather. Don’t miss this program which features nonmember speakers with presentations chosen to inspire, motivate, educate and entertain attendees.

Cornerstone Presentations

Cornerstone Presentations provide attendees with the opportunity to customize Wednesday morning content to meet their needs. Attendees can choose from several concurrent Main Platform-quality presentations. Cornerstone presentations will be interpreted into multiple languages.

MDRT Speaks

Back by popular demand, attendees will gather for this session in the Main Platform room to hear a series of innovative and creative business concepts delivered in a variety of presentation formats. Come away from this fast-paced session with ideas to improve your productivity and business practices.

Idea Exchange

Sessions where a moderator facilitates audience members sharing their best sales, practice management and marketing ideas. Idea Exchanges are interactive sessions where the audience is encouraged to participate. Continue to check the website for schedule updates on Idea Exchanges.

Focus Sessions

Focus Sessions are open to all attendees and offer educational and technical content to help you stay on top of your game, professionally and personally. Focus Sessions feature member and nonmember industry experts and thought leaders who share their knowledge in a variety of content categories including Client Strategies and Sales Ideas, Wealth Management and Retirement Strategies, Marketing, Protection Products, Practice Management, Whole Person, and Top of the Table.

Echo Sessions

The Echo Sessions are engaging, conversational-style sessions led by facilitators who share a session’s highlights and takeaways, and lead the discussion on how to put the information to use for further professional development.

Special Sessions

These sessions provide attendees new tools and ideas for personal and professional development covering a variety of topics. They are longer sessions that allow more in depth exploration of a topic. Some require a fee to be paid at the time of registration. All require a ticket.

team member

team member

Dami Im

The Opening Ceremony featured entertainer is Dami Im, who won the Australian X Factor and took second place in the 2016 EuroVision song contest. The South Korean-born singer, known for her astonishing voice, musical artistry and extravagant costumes, has achieved multi-platinum album sales for her distinctive performances of some of the world's greatest pop songs.

team member

Chris Bashinelli

Chris Bashinelli is an actor and activist from Brooklyn, New York, whose TV career spans from MTV to "The Sopranos." Bashinelli is the producer and host of "Bridge the Gap," an internationally recognized travel series that fosters intercultural dialogue by highlighting stories of everyday life from around the world. Concerned about a world becoming addicted to external gratification, he will talk about finding internal gratification by living a life with meaning and purpose.

team member

team member

Eric Boles

Eric Boles, president of The Game Changers, Inc. helps people unleash their potential. He believes one needs to measure their progress not against standards set by others but based on their own purpose and values. He learned many of the principles he utilizes today to help people achieve their goals quickly from his experience playing in the National Football League (NFL) with the New York Jets and the Green Bay Packers.

team member

Caroline Casey

Caroline Casey calls herself a "dangerous dreamer" and someone who “has learned the art of never giving up and failing fabulously.” Her passion and ambition for leading a life without limits and labels is truly contagious. In her Main Platform presentation, you will hear about her newest adventure and be surprised by what gave her the courage to take it on.

team member

Juan Enriquez

Juan Enriquez, one of the world’s leading authorities on the uses and benefits of genomic research, will speak about the profound changes genomics and other life sciences will cause in business, technology, politics and society. You will hear his thoughts on which companies are most likely to thrive in this environment and why.

team member

Vinh Giang

Vinh Giang is a businessperson and entrepreneur. An online platform that teaches magic to students around the world earned him and two friends the Young Entrepreneur of the Year Award. Giang’s mission in business and life is to share the psychology of illusion. He has devoted himself to understanding the ways people are fooled by illusions and the tricks we play on ourselves. His presentation will share how to break down the barriers in our minds which hold us back from accomplishing truly amazing things.

team member

Jeff Havens

Many people fear change, but Jeff Havens believes even a small change can create a big ROI in your life, and making changes is often easier than we think. He will share strategies to help you actively engage in taking the steps needed to see big results from minor changes.

team member

Guy Kawasaki

If you are a "Mac person," it is because of Guy Kawasaki. During his first job at Apple, he helped foster the development of the Macintosh computer and later returned as an Apple fellow to rejuvenate the Macintosh culture. He is currently the chief evangelist at Canva, a company that provides graphic-design service, and a brand ambassador for Mercedes-Benz. He has advised and invested in multiple startups. Learn from Kawasaki's presentation how people and companies can change lives through the art of enchantment.

team member

Jenn Lim

Jenn Lim is the CEO and chief happiness officer of Delivering Happiness, a company she co-founded to inspire science-based happiness, passion and purpose. In her presentation, Lim will discuss why a culture of happiness is becoming one of the biggest competitive advantages in today’s economy.

team member

Kelly McGonigal

Kelly McGonigal is a psychologist who works at the intersection of neuroscience and the latest advances in understanding the mind-body connection. Her specialty is discovering ways to apply new scientific findings to personal health and happiness. McGonigal will talk about the connection between meaning and stress and how to take advantage of this connection to make us stronger, smarter and happier.

team member

Billy Riggs

The single most important factor in success is attitude. Billy Riggs has spread his positive attitude to more than a million people on five continents. His fun presentation will show how a positive attitude directly impacts your bottom line.

team member

Peter Sheahan

Founder and CEO of Karrikins Group, Peter Sheahan is known internationally for his innovative business thinking and thought leadership. With staff in more than 23 cities across seven countries, he knows firsthand the challenges of growing a business in these rapidly changing times. Sheahan has advised leaders from companies as diverse as Apple, Goldman Sachs, Hyundai, IBM, Pfizer, Wells Fargo and Cardinal Health. He is the author of seven international titles, including “Flip,” “Generation Y,” and the recently released “Matter.” Sheahan has delivered more than 2,500 presentations to people in 20 different countries. He has been named one of the 25 most influential speakers in the world by the National Speakers Association and is the youngest person ever to be inducted into their industry Hall of Fame.

team member

Charlie Todd

Charlie Todd is one of the most successful video creators in the YouTube age. In 2001, he founded the comedy collective Improv Everywhere, a New York group that pioneered public performances in the digital age. Todd shares what he’s learned about crowds, viral media, and the importance of play and surprise in our lives.

team member

team member

Juliet Funt

Raising Execution Through Reclaiming WhiteSpace

Wednesday, June 7
8:30 – 9:30 a.m.

Every entrepreneur and team has only a select handful of true priorities. And they'll do anything to move them forward. But when talented folks are lost in unnecessary emails, meetings, paperwork, and other low-value tasks, they crawl toward these pivotal objectives. In this high-energy session, we'll learn cutting edge tactics that combat this draining scenario, and begin to understand the critical difference between activity and true productivity. We will also learn how to create more WhiteSpace, the time for creativity, strategy and thoughtfulness.

team member

Vinh Giang

A Mind Opened by Wonder

Wednesday, June 7
8:30 – 9:30 a.m.

Mindset is everything. Imagine for a moment that you “got up on the right side of the bed” every single day for the next three months. How would that change your life? How would that change your business? In this extension of his Main Platform presentation, Giang will take you behind the scenes to show how magicians are able to influence their spectators, and demonstrate techniques to block out negative influences and maintain a positive mind set. Through several powerful exercises, he shows how to break down the barriers that we have in our minds. As cliché as it may seem, Giang will demonstrate right before your very eyes that anything is indeed possible.

team member

Alessandro M. Forte, Dip PFS

A Journey to Success

Wednesday, June 7
8:30 – 9:30 a.m.

Enjoy this conversation between friends and longtime Top of the Table members Gordon and Forte as they reflect on their journeys to success. Find out how they overcame their challenges and learn the ideas that took them from humble beginnings to a combined 59 years of Top of the Table qualifications.

team member

Tony Gordon

A Journey to Success

Wednesday, June 7
8:30 – 9:30 a.m.

Enjoy this conversation between friends and longtime Top of the Table members Gordon and Forte as they reflect on their journeys to success. Find out how they overcame their challenges and learn the ideas that took them from humble beginnings to a combined 59 years of Top of the Table qualifications.

team member

Peter Sheahan

Become the Obvious Choice

Wednesday, June 7
8:30 – 9:30 a.m.

Sheahan will take you on a deep dive into how great leaders find opportunities in the face of disruption and take advantage of change to create more value. In this interactive, case study-rich session, he will unpack for you the answers to the following questions:

● What constitutes value in the mind of your most important clients?
● Where are opportunities to create more value found?
● What key attributes are needed to differentiate yourself and offer a valuable and profitable point-of-difference in your practice?
● How can you find and exploit those opportunities, even as the market changes and disruption continues?
Sheahan will lead you through a tactical approach that will leave you with increased clarity on how to develop the tools to bring your vision into reality. Come find the inspiration.

team member

team member

Cameron Herold

From Zero to Good: How to Build Your Practice

Court of the Table and Top of the Table Program and Reception
Sunday, June 4
Program: 1 – 2:30 p.m.
Reception: 2:30 – 3:30 p.m.

Managing business growth can be an exhilarating experience, but it can also be an intimidating one. In this dynamic session, Herald reveals the systems all companies need to grow, and how to do it while making a profit.

This event is for 2017 Court of the Table and Top of the Table members only.

team member

Mike Staver

Lunch Session: Creating Exceptional Client Experiences*

Monday, June 5
12 – 1:30 p.m.

This session is presented in English. Simultaneous interpretation is not available.

The client experience is the single most critical factor in determining your success. Today the client — and only the client — defines what that experience is and how much it is worth. In this session, learn how to create a unique differentiator for yourself in the marketplace, identify key strategies for reinventing your client experience model and deliver a wildly successful experience for each and every one of your clients from start to finish.

*Prepaid event: ticket required for admission. Admission is restricted to badge-wearing meeting attendees who purchased a ticket at the time of registration. Lunch service is included and will be served at noon, ending promptly at 12:30 p.m.

team member

Debra Searle

Breakfast Session: Forget Willpower: How to Achieve More for Your Business*

Tuesday, June 6
6:30 – 8 a.m.

This session is presented in English. Simultaneous interpretation is not available.

Much of our success (and failure!) in business comes down to the mindset with which we approach our daily challenges and future business goals. A novice rower, Searle began her adventure to row the 3,000 miles of the Atlantic Rowing Race with her husband. When he had to be rescued from their plywood boat, she completed the race solo. The tools and strategies she discovered during her row are the ones she still relies on now to grow her businesses. In this session, Searle focuses on the practical ways we can stop relying on willpower and start implementing daily habits that allow us to make major changes in our businesses.

*Prepaid event: ticket required for admission. Admission is restricted to badge-wearing meeting attendees who purchased a ticket at the time of registration. Breakfast service is included and will be served at 6:30 a.m., ending promptly at 7:00 a.m.

team member

Adam Kreek

Lunch Session: Reframing Our Fear of Failure*

Tuesday, June 6
12 – 1:30 p.m.

This session is presented in English. Simultaneous interpretation is not available.

Successful teams and organizations require a healthy relationship with failure. Too much fear — or too little — signals future disaster. Managing your fear of failure effectively allows for individual authenticity and reclaimed confidence, and we need both for sustained success and performance. In this session, learn to reframe your fear of failure and reclaim lost confidence by separating self-worth from past success and failure, and differentiating between blameworthy and praiseworthy failure.

*Prepaid event: ticket required for admission. Admission is restricted to badge-wearing meeting attendees who purchased a ticket at the time of registration. Lunch service is included and will be served at noon, ending promptly at 12:30 p.m.

ConneXion Zone®

The ConneXion Zone is a hotbed of ideas and conversations. It is the place to hear short, information packed sessions on a variety of topics in multiple languages. More than 150 sessions take place in different areas, including the Speaker Zones, Big Idea Theater, Great Conversations and the Technology Zone. To stay on the cutting edge of innovation, the Technology Zone is continually changing and evolving. Learn how to apply technology in your business and personal life in the Technology Classroom, get hands-on help at the Technology Help Desk, and play with the latest tech gadgets in the Technology Playground.

ConneXion Zone hours:

Sunday 10 a.m. – 4 p.m.
Monday 11:30 a.m. – 5:30 p.m.
Tuesday 11:30 a.m. – 5:30 p.m.

Technology Zone

Discover the best client presentation tools, the coolest new tech gadgets and the ways members are using technology in their businesses.

Show and Tell

Which types of client events work best? Are there unique giveaways that grab client attention? Learn tips and see tools used by other members.

Group Coaching

Sit with fellow members and ask questions about cases or success strategies. An experienced member will lead the discussion and share insights.

Case Studies

How did someone handle a complex, seemingly impossible case? Hear how some of these convoluted cases were resolved in the Great Conversation area.

Meet Your Meetings

Learn what to expect at the Annual Meeting and how to get the most out of four days packed with information and networking opportunities.

Court of the Table Connect

Eighteen members who have achieved Court of the Table status will share insights and expertise on a wide range of topics.

Top of the Table Connect

Get ideas from the Top. Listen and learn as 18 Top of the Table members share strategies for success.

MDRT Store

The MDRT Store showcases the best educational resources in the industry. Meeting attendees can purchase inspirational meeting presentations, stop by the Speakers’ Corner and visit the insignia counter, featuring endless options for displaying pride in your MDRT membership. Go to mdrtstore.org in advance of the meeting to plan your visit.

MDRT Store hours:

Saturday 11 a.m. – 5 p.m.
Sunday 10 a.m. – 4 p.m.
Monday 11:30 a.m. – 5:30 p.m.
Tuesday 11:30 a.m. – 5:30 p.m.
Wednesday 9:30 a.m. – 5:30 p.m.

MDRT Foundation

The MDRT Foundation is the philanthropic organization of MDRT and is a resource for all MDRT members around the globe. The MDRT Foundation provides opportunities for you to support charitable causes and organizations you care about, become a community charity leader and get to know some of the greatest industry leaders. During the Annual Meeting, you can get involved by donating to the 2017 Promise Appeal, which supports a charity that will be featured on the Main Platform.

2017 Promise Appeal: Give Kids the World Village, Kissimmee, Florida

The MDRT Foundation is pleased to partner with Give Kids the World Village for the Promise Appeal at this year’s Annual Meeting.

Each year, the Foundation partners with incredible organizations — opening our eyes to selfless missions that support people worldwide by providing resources like food, medical help or water. The Promise Appeal allows members to learn how their involvement can make an immediate impact for those in need.

This year is no different. Give Kids the World Village, located in Kissimmee, Florida, is a 79-acre, nonprofit resort that provides weeklong vacations to children with life-threatening illnesses and their families.

Accommodations in fully-furnished villas, transportation, tickets to theme parks, meals, daily entertainment and much more are all provided free of charge. Thousands of children are diagnosed each year with a life-threatening illness. Half of all children eligible for a wish through a partnering wish-granting organization choose to visit Central Florida and its collection of theme parks and other attractions.

Give Kids the World Village’s goal, quite simply, is to provide everything these deserving families need to make their trip the vacation of a lifetime. Since 1986, more than 150,000 children, from all 50 states and 75 countries, have had their dreams fulfilled in a whimsical village unlike any other place on earth.

To learn more about Give Kids the World Village, please visit gktw.org. We hope you take a few minutes during the hustle and bustle of the Annual Meeting to stop by the MDRT Foundation booth to support this year’s Promise Appeal.

Wanted: Volunteers for community service project

This year’s community service project, held in conjunction with the MDRT Annual Meeting, will support Promise Appeal charity Give Kids the World Village. You can witness firsthand the importance of their work and the happiness and joy they bring to families year round.

The MDRT Foundation is currently recruiting 200 volunteers to team up with your fellow MDRT members on Saturday, June 3, to work high, moderate or light activity at Give Kids the World Village.

Volunteer options may include HIGH activity: landscaping, fishing project; MEDIUM activity: painting, staining; or LOW activity: welcome bags, pillow stuffing. All will provide a unique and rewarding experience for MDRT members to work together to help others.

Volunteering at Give Kids the World Village inspires hope, creates priceless memories and helps kids with life-threatening illnesses and their families celebrate life. It means being part of an organization that is truly unique. And it means giving your best and feeling your best.

Volunteer positions are limited and will be confirmed on a first-response basis. All interested volunteers must register online. This service project will take place from 6 a.m. to no later than 3:00 p.m. Ground transportation and lunch will be provided by the MDRT Foundation.

Questions? Please contact serviceproject@mdrt.org.

Watch how your volunteer work can change a life.

MDRT Foundation Booth hours:

Saturday 11 a.m. – 4 p.m.
Sunday 10 a.m. – 4 p.m. and 6:30 – 7:30 p.m.
Monday 11:30 a.m. – 5:30 p.m.
Tuesday 11:30 a.m. – 5:30 p.m.
Wednesday 9:30 a.m. – 5:30 p.m.

PGA Volunteers

Enhance your meeting experience, network with colleagues and make new friends by becoming a Program General Arrangements (PGA) volunteer. PGA volunteers greet fellow members, check badges, direct attendees and assist in other vital roles during the Annual Meeting. The MDRT Annual Meeting is like no other — be an integral part of it! Learn more and sign up when you register for the meeting. (You must be registered for the 2017 MDRT Annual Meeting to volunteer for PGA.)

All volunteers should attend the PGA Orientation at 4:30 p.m. on Saturday, June 3. During this orientation, you receive important details regarding your assignment. Please plan to arrive in Orlando in time to attend the orientation.

Check back later to learn more about volunteering for PGA at the 2017 Annual Meeting.



Click here to download a personalized 2017 Annual Meeting invitation letter.

Air Travel

The Orlando International Airport (MCO) is the primary airport serving the Orlando area. Located just 11 miles from the Convention District, it offers ultimate accessibility to the Convention area. Travelers have the opportunity to arrive on more than 36 scheduled airlines, which provide nonstop service from 73 domestic and 48 international cities at Orlando International Airport (MCO).


Gant Travel Office
MDRT has partnered with Gant Travel for your travel needs. Special meeting fare discounts are available on United Airlines and Delta Air Lines. Contact Gant Travel for more information. Discounts vary and terms and conditions may apply.

United offers discounts from 2% up to 10% off applicable fares. Book with Gant or online at united.com and use promo code ZX2V.

Delta offers special discounts off most fares. Book with Gant or online at delta.com and use promo code NMP3N.

Toll-Free: +1 877.883.4865 (U.S. and Canada)
Local: +1 224.803.2601
Email: mdrt@ganttravel.com
Hours: Monday through Friday, 7:30 a.m. to 6 p.m. Central Time

Ground Transportation

Shuttles and taxis are both available to get from the Orlando International Airport to your hotel. Shuttles are accessible 24 hours a day outside the baggage claim for easy transfer to all area hotels and cost approximately $21–$33. Taxis are available on Level 1 on the A and B sides of the terminal and cost approximately $38–$45 per trip.

The I-Ride Trolleys serve as a popular way to travel around the International Drive Resort Area. In addition to taxi and limousine service to anywhere in the Greater Orlando area, the city’s LYNX bus system provides economical and dependable public transportation. Uber is also available in Orlando. For a leisurely spin around downtown Orlando, carriage rides and bicycle rickshaws are also available through local vendors.

Car Rental

Hertz Car Rental is the official ground transportation for the MDRT Annual Meeting.

Website: hertz.com. Use car rental code CV#02RA0033.

Exhibitors and Sponsorship

Connect with the world’s premier financial service professionals – be a part of the ConneXion Zone at the Annual Meeting.

Exhibitor & Sponsorship ProspectusClick here to download the 2017 Exhibitor and Sponsorhip Prospectus

MDRT ConneXion Zone® Exhibitor and Sponsorship ApplicationClick here to download the 2017 MDRT ConneXion Zone® Exhibitor and Sponsorship Application

Have questions? Reach out to Keith Neighbour or Sue Babin at exhibits@mdrt.org.

2017 Exhibitors

AIA Group – aia.com.hk
Ash Brokerage – ashbrokerage.com
Asset Life Settlements, LLC – assestlifesettlements.com
Auchel World/Grand Prospects Financial & Insurance Services – gpfis.com
The Bryn Mawr Trust Co. of DE – bmtc.com
Continental Insurance Brokers – cfsgroup.com
First Heartland Capital, Inc – joinfhc.com
NAIFA – naifa.org
Ohio National Financial Services – ohionational.com
Pellegrini Team Consulting – pellegriniteam.com
Status Factory – statusfactory.com
Strategic Coach – strategiccoach.com
The Taylor Method Series Inc – thetaylormethod.com
Transpacific Financial Inc. – transpacificagency.com

General Information


The 2017 MDRT Annual Meeting is open to approved 2017 MDRT members. Submit your 2017 membership application as soon as possible. Aspirants enrolled in the MDRT Mentoring Program by March 1, 2017, may also be eligible. For more details on aspirant eligibility, visit mdrt.org/membership/mentoring.

Annual Meeting venue

The primary venue for the 2017 MDRT Annual Meeting is the Orange County Convention Center South Building located at 9899 International Dr, Orlando, FL 32819.

Assisted-listening devices

Headsets for attendees requiring listening assistance will be available to members who request the service through early and advance registration.

Consent for use of photographic images and activity

Registration and attendance at or participation in MDRT meetings or other activities constitutes an agreement by the registrant to MDRT’s or its licensees’ use and distribution (both now and in the future) of the registrant’s or attendee’s image and voice in photographs, videos, electronic reproductions and audio recordings of such events or activities.

Be social

To keep current on all MDRT happenings before the meeting and for updates on the latest meeting information, follow MDRT on social media. MDRT will be tweeting live at the 2017 Annual Meeting, and we want you to join us. Follow us at @MDRTweet, and use #MDRT2017 to search for and start conversations.


By attending this meeting, you acknowledge that participation at the meeting and in all related activities are voluntary and optional, and that participation in any of these events are at your own risk. You agree to hold MDRT harmless from any claims, costs or expenses arising from any injury as a result.

Simultaneous interpretation

English is the official language of the 2017 MDRT Annual Meeting. MDRT provides simultaneous interpretation of Main Platform presentations and selected Focus Sessions (when at least 50 registered members have requested interpretation in a common language). MDRT provides simultaneous interpretation for a maximum of 12 languages. If more than 12 languages are requested, simultaneous interpretation will be provided in the first 12 languages that meet the 50-minimum requirement.

Requests for simultaneous interpretation must be made in advance at the time of registration. All requests for interpretation must be received on or before Friday, April 28, 2017.

MDRT provides interpretation headsets and receivers to all registered members who meet the above requirements. The availability of headsets and receivers is not guaranteed to members who did not request simultaneous interpretation when registering in advance or to those who register for the meeting on-site.

Annual Meeting Policies

Annual Meeting Rules of Conduct

1. Spouses, family members and friends of attendees may not be present at officially designated MDRT functions and events during the Annual Meeting, with the exception of family/spouse meetings, or with an exception voted on by the Executive Committee.
2. To receive Annual Meeting materials, all members and special guests must register at the MDRT Meeting Registration Desk.
3. Giving your badge to another person for purposes of admission to any Annual Meeting function is not permitted.
4. Promotion by members or nonmembers of any goods and services, except member sponsors and exhibitors under provisions of a signed Sponsors and Exhibitors Agreement and other than with the expressed written permission of the Executive Committee, is not permitted.
5. Members who furnish MDRT membership lists may be placing their membership in jeopardy. Likewise, the MDRT Membership Directory is not to be used or loaned for any commercial purpose or other reasons, nor is any portion of it to be reproduced without the expressed prior written permission of MDRT.
6. Recruiting or attempted recruiting of personnel or agents of one company or firm by persons of another company or firm is not permitted during the meeting or in connection therewith.
7. Audio or videotape recording or still photography of all sessions, including Main Platform, is not permitted.
8. Members who wish to use credit privileges at official MDRT hotels shall make such arrangements directly with the hotel. Where credit privileges are granted and used, full payment shall be made within 60 days from the first of the month following the Annual Meeting.
9. Any individual removing merchandise from the MDRT Store without paying for the merchandise will be asked to surrender their badge, thereby preventing them from attending the remainder of the meeting. The individual and incident will also be reported to the MDRT Ethics Committee for further action, possibly resulting in revocation of membership.
10. Members shall accept and conform to the Code of Ethics and to those rules of conduct which the Executive Committee may determine and publish for the conduct of those attending any such meeting. Adherence to these rules shall be required of members at all such meetings, including all functions, both formal and informal, during and in connection with official MDRT meetings.

Code of Ethics

Members of the Million Dollar Round Table should be ever mindful that complete compliance with and observance of the Code of Ethics of the Million Dollar Round Table shall serve to promote the highest quality standards of membership. These standards will be beneficial to the public and to the insurance and financial services profession. Therefore, as members you shall:

1. Always place the best interests of your clients above your own direct or indirect interests.
2. Maintain the highest standards of professional competence and give the best possible advice to clients by seeking to maintain and improve professional knowledge, skills and competence.
3. Hold in strictest confidence, and consider as privileged, all business and personal information pertaining to your clients’ affairs.
4. Make full and adequate disclosures of all facts necessary to enable your clients to make informed decisions.
5. Maintain personal conduct that will reflect favorably on the insurance and financial services profession and MDRT.
6. Determine that any replacement of an insurance or financial product must be beneficial for the client.
7. Abide by and conform to all provisions of the laws and regulations in the jurisdiction in which you do business.

Statement of Antitrust and Legal Compliance

There shall be no negative discussions of commercial companies or products. There shall be no discussion or activity for the purpose of any legal compliance preventing any person or persons from gaining access to any market or customer for goods and services, not any agreement or understanding to refrain from purchasing or using any material, equipment, services or supplies. There should be no discussion or activity that may be construed as forestalling or limiting research and development. We, of course, expect your consideration and full compliance with these guidelines, both while in attendance at this meeting and at all times in your business.


MDRT is committed to providing a positive environment for its employees, members and other guests at all MDRT functions. It has been and remains MDRT’s policy to maintain an environment where every employee, member and guest is treated with respect and which is free from all forms of harassment based upon or related to sex, race, color, religion, national origin, ancestry, physical or mental disability, age, sexual orientation, marital status, veteran status, military status, genetic information and any other characteristic protected by applicable law. This includes conduct that creates a hostile, intimidating or offensive environment based on these characteristics. Harassment of any employee, member or guest is strictly prohibited and will not be tolerated. Any individual who violates these requirements will be subject to appropriate remedial action which may include removal from the premises, termination of employment or termination of membership.

NOTE: Outside organizations often sponsor their own events concurrently with the MDRT Annual Meeting. MDRT does not sponsor these events. Only the events listed in the program book are sponsored by MDRT. MDRT claims no responsibility for the other events.