Bring out the best in your business.
Whether you’re looking to accelerate company production, elevate new advisors during the onboarding process or keep your experienced advisors motivated, we’ve got you covered.
Get the tools you need to drive success.
You play a key role in your advisors' membership journeys. Help them stay engaged and motivated throughout the year with our leadership toolkit.
Monthly discussion guides
Each month, we'll help you promote a unique topic or skill to your team. The guides include key Academy activities and discussion questions.
Discussion group creation guide
Creating a consistent, meaningful group can be a game-changer for your advisors. This guide includes everything you need to do just that.
Engagement reports
We’ll provide you with ongoing support and insights to help you and your advisors get the most out of the MDRT Academy.
Plug into both digital and in-person benefits.
MDRT-quality resources and support
Bi-monthly Webcasts, in-depth Performance Guides, articles, videos, podcast episodes and more can be accessed through the website and mobile app.
Personalized membership journey
The four-part Assessment identifies individual strengths and growth areas, then generates Weekly Growth Plans based on the results.
Goal setting and - tracking features
Track day-to-day activities to progress and unlock messages from the MDRT President after you hit key production milestones.
Insider access to MDRT events
Join the MDRT Annual Meeting or Global Conference (requirements) and local networking events.
Suite of promotional member assets
Members have access to the official membership certificate; digital and virtual meeting backgrounds; business card, email and LinkedIn emblems.
MDRT mentoring opportunities.
Get exclusive access to the MDRT Mentoring Program, where you can work one-on-one with an MDRT member.
*MDRT Academy membership dues are $275. First-year members joining after March 31 will pay prorated dues based on when they join.
The MDRT Academy rundown.
Membership details
Advisors can join the current membership year at any time.
Membership expires each year on December 31.
Annual membership dues for each advisor are $275.
Advisors cannot be a member of both MDRT and the MDRT Academy.
Production requirements
Made less than USD 81,000 in Commissions and less than USD 162,000 in Premiums the previous year. Made more than that? You may qualify for MDRT! LEARN MORE