MDRT
Trade Association
Founded in 1927, Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of the world's leading life insurance and financial services professionals from more than 500 companies in 70 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. Source
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Media Outlet details
| Scope | National, Trade/B2B |
|---|---|
| Language | English |
| Country | United States of America |
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| Frequency | Bimonthly |
Recent Articles
Search ArticlesHow to frame questions, work with orphan clients and keep your pipeline full
Ways to examine your practice and grow your clientele.
MDRT - Sports management
Jae Suk Park on working with professional athletes and winning their trust.
3 referrals from every meeting
What if every policy delivery included a group of trusted people who clients encouraged you to contact? Skotnicki shares how his comprehensive binder, and the service contract within, creates client trust and understanding that help strengthen relationships and expand his practice.
MDRT - Page not found
Million Dollar Round Table
From P.E. coach to financial coach: Guiding families through life, health, and financial protection
Michael Borromeo, a former Physical Education (P.E.) teacher and basketball coach, applies the same principles he used on the court - such as discipline, teamwork, preparation, and defense - to financial advising. He believes winning in life is not just about wealth, but the peace of mind that comes from being prepared for life's uncertainties.
Reframing financial advisory from product to partnership
For Jacqueline Chow, the fee conversation rarely turns on the number itself. After years of building a practice around depth rather than volume, she shares how starting with strategy builds a kind of trust that compounds over time.
KNOW BEFORE YOU GO
MDRT ANNUAL MEETING APP Download the meeting app to access the schedule, read about speakers and sessions, get real-time updates via push notifications, connect with other attendees and more. Follow the links below to get started.