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MILLION DOLLAR

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The Premier Association of Financial Professionals ... To elevate professional standards. and prestige of insurance and financial ... – PowerPoint PPT presentation

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Title: MILLION DOLLAR


1
MILLION DOLLAR ROUND TABLE
2
MDRT is
The Premier Association of Financial
Professionals
Member-driven and member-oriented
International 39,340 members in 87
nations U.S. 33 Japan 8 Canada 3 Taiwan
6 Hong Kong 6 South Korea 18
  • An Independent Association
  • Members represent 491 companies

3
Purposes Include
To provide incentive for all insurance and
financial services professionals and advisors to
reach their full potential in professional
development, technical competence and sales
performance.
To elevate professional standards and prestige
of insurance and financial services
professionals and advisors.
4
2009 Requirements
MDRT USD 87,900 of eligible commissions,
or USD 175,800 of eligible premium
Court of the Table three times the
minimum requirement USD 263,700 commission or
USD 527,400 premium
Top of the Table Approximately the top 5
percent of the membership USD 527.400
commission or USD 1,054,800 premium
Applicants must be members of a recognized
professional association, unless they reside in
country where an association is not required.
5
Eligible Commissions
A minimum of 50 percent of the 2009 production
requirement (USD 43,950 commissions or USD 87,900
premium) must come from the following policies
Individual /group life (ordinary/term)
Individual/group annuities
Individual/group disability
Individual/group accidental
death/dismemberment
Individual/group long-term care
Individual/group critical illness
6
Eligible Commissions
Additional commissions or premium credit may come
from
Individual /group health care coverage
Mutual funds/equivalent Securities Wrap
accounts/asset management accounts Financial
Planning Fees/Fees for Advice
7
Benefits of Membership
Increased prestige, self-esteem and confidence
Professional development
Networking opportunities
Increased quality of life
Validation of credentials as a top producer
Achieving personal goals
Leadership opportunities within MDRT
Public relations programs
8
Benefits of Membership
Political and charitable involvement
opportunities
Support system for business and personal needs
Increased production through exchange of ideas
with peers
9
Million Dollar Round Table
For more information contact
Membership Department 325 West Touhy Avenue Park
Ridge, Illinois 60068-4265 USA Phone
847.692.6378 Fax 847.518.8921 E-mail
membership_at_mdrt.org Web www.mdrt.org
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