The health and well-being of MDRT members and staff is of the utmost priority, and MDRT continues to closely monitor health and safety updates and recommendations issued by the World Health Organization (WHO) and the Centers for Disease Control and Prevention (CDC), as well as state and local health organizations.
MDRT Updates
MDRT headquarters in Park Ridge, IL
MDRT is open and at your service. Our teams are operating remotely with members and stakeholders every day. As part of this ongoing effort to slow the community transmission of COVID-19, MDRT will continue to operate activities remotely for its headquarters office in Park Ridge, Illinois, currently effective through April 13. We will continue to focus on serving our members through these challenging times and encourage our MDRT community to join together as we uplift and inspire each other in this volatile season.
Contact usIf you need to reach MDRT, you may still contact us through normal channels including email, phone and live chat. We are committed to providing uninterrupted support to members throughout this dynamic situation.
Phone: Call us at +1 (847) 692-6378 from 7 a.m. to 5 p.m. Central Time.
Email: Email us at info@mdrt.org.
Chat: Live chat is available from 9 a.m. to 4:30 p.m. Central Time. Outside of those times, members will be able to leave a message for response the following business day.
MDRT membership
2020 MDRT membership remains open and to make sure you do not miss out on a year of membership with us, the Executive Committee has decided to remove the $200 late fee traditionally instated after the membership deadline. If a member joins or renews at any time in 2020, they will pay the regular rate of $550. We want you to know that MDRT is here for its members during this uncertain time. By remaining at the forefront of industry trends, we can share insights with our members to empower them to best protect and prepare clients. Apply now and start taking advantage of the practical tools and insights to best support your clients through this difficult time.
In the coming weeks and months you will see information and tools all provided to help you leverage MDRT’s resources and generous community and navigate this uncertain time successfully
Online membership applications will continue to be accepted and are the best and fastest way to proceed with membership. Click here to begin: https://my.mdrt.org/OnlineMembershipApplication.
If you are using a paper application to apply, please use MDRT’s secure payment site at https://payportal.mdrt.org to make a dues payment by credit card.
If you mailed your membership application and have not yet received approval, please understand that due to limited mail and courier delivery, paper application processing will be delayed. An email will automatically be sent upon approval to the email address on record. You may also check the status of your application at https://my.mdrt.org/ApplicationStatus. An email may also be sent to memberrelations@mdrt.org.
For approved 2020 members, MDRT will not currently be sending paper membership certificates. If an electronic copy is needed, you may request one to be emailed to you at certificaterequest@mdrt.org. Please allow 5–7 business days for processing.
For any other membership-related questions, please contact memberrelations@mdrt.org.
MDRT Meetings
In accordance with recent recommendations from the CDC, MDRT has made the decision to conduct the 2020 MDRT Annual Meeting as a virtual, online experience. MDRT will not be hosting a physical meeting in Anaheim.
We are excited for the opportunity to leverage cutting-edge technology for this experience and to connect MDRT members around the world through powerful discussion and innovative ideas in a way that is not limited by travel. As new announcements and details emerge, updates will be posted on the MDRT Annual Meeting website and sent to members.
Watch a video message from 2020 MDRT president, Regina Bedoya, CLU, ChFC
In addition to the first-ever virtual MDRT Annual Meeting, the 2020 MDRT Global Conference will take place in Dubai this September as planned. The Global Conference registration is now open.
MDRT Store
The MDRT Store website is open. All plaque orders will be processed as usual. Please allow approximately 4–6 weeks for domestic delivery and 6–8 weeks for international delivery. All other items are available for purchase but will be shipped after April 13. Please allow additional time for delivery. We know MDRT members won’t let these challenging times break their spirit, so we encourage them to make purchases and show off their MDRT pride as normal.Resources for Members
MDRT is here for members during this uncertain time. By remaining at the forefront of industry trends, we can share insights with our members to empower them to best protect and prepare clients. Past surveys analyzed consumer sentiment surrounding financial events that continue to impact consumers and financial advisors today. Explore these findings below to find practical tools and insights to best support your clients through this difficult time.
- 2019 recession study: 82% of Americans are nervous they will be impacted by a recession in the next year
- 2018 market volatility study: 74% of consumers with advisors indicate their advisor shared best practices for responding to market volatility
- The bucket plan: Protecting and growing assets for a worry-free retirement
- Explore how to navigate retirement planning even with volatile global markets, taxes, inflation and increasing life expectancy.
- Medical crises don't stop during economic downturns
- During turbulent economic periods, continue to protect clients and their families in the event of an unexpected medical crisis.
- Weathering market volatility storms
- Proactively engage clients in conversations to remind them of best practices in periods of volatility.
- On the horizon: The perfect financial storm
- Put financial safety nets in place to shelter clients from major economic events.
- Preparing for the next recession
- Recession are an inherent part of the business cycle – build portfolios to withstand a significant downturn.
- Advisor strategy: Communication diffuses market volatility concerns
- Build rapport with clients so they are more comfortable in a volatile market and respond logically rather than emotionally.
For MDRT members experiencing similar work-from-home activities, visit the Tips & Technology section in the MDRT Resource Zone to explore digital tools top advisors use in their practices. To learn more about consumers’ desires for technology and human advisors to coexist, explore the MDRT FinTech study.
FAQs
Frequently asked questions related to MDRT membership:Can I get a membership refund since the Annual Meeting is now a virtual event?
MDRT is not refunding memberships due to changes in how the Annual Meeting will be conducted. While we recognize the convenience of being in the same physical location, the meeting will still retain the same value and spirit our members know and love - with exceptional content and unmatched opportunities to connect with the top producers from around the world. MDRT members also have access to MDRT’s unsurpassed content, connections and exclusive online member benefits throughout the year. MDRT Is committed to delivering value for members during these challenging times.
How can I check my membership status?
You can check on your membership status here: https://my.mdrt.org/home.aspx
Where can I find more information about the virtual event?
As new announcements and details emerge, updates will be posted on the MDRT Annual Meeting website and sent to members. Right now, know that MDRT members attending the virtual 2020 Annual Meeting will be able to:
- Learn from other top-tier advisors around the globe to share innovative strategies and next-level ideas
- Hear from impactful speakers that challenge and inspire via livestream and recorded sessions from Main Platform, Focus Sessions and the ConneXion Zone
- Participate in an MDRT Foundation activities and engage with nonprofits on a global scale