MDRT

Established in 1927, the Million Dollar Round Table (MDRT), known as The Premier Association of Financial Professionals®, is a worldwide and independent group that includes top life insurance and financial services experts from over 500 companies across 70 countries and regions. Members of MDRT showcase remarkable expertise, adhere to high ethical standards, and provide excellent service to their clients. Being a member of MDRT is recognized globally as a mark of excellence in the life insurance and financial services industry.

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#370602

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#355100

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#3176

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Everybody benefits

Sep 1, 2024 | mdrt.org | Matt Pais

Sep 01 2024 / Round the Table Magazine Forte brings a grateful perspective and growth mission to the MDRT Foundation. Topics Covered Alessandro M. Forte, FCII, CFP, is about to pay for his cup of coffee when a stranger behind him leans forward and tells the cashier he’ll pay for it instead.
Focused today, ready for tomorrow

Sep 1, 2024 | mdrt.org | Matt Pais

Sep 01 2024 / Round the Table Magazine Kheng moves MDRT forward with a practical grasp of past and present. Topics Covered PHOTOS: Zul Osman Every strong leader derives their persistence and work ethic from somewhere.
Is there a right time to specialize?

Aug 31, 2024 | mdrt.org | Mike Beirne

Sep 01 2024 / Round the Table Magazine Members discuss the realities of target marketing. Topics Covered Prospecting Referrals Target marketing Should advisors seek to specialize in a target market, or should they focus first on building their roster of cases and clients to find the road to success? MDRT members participating in a Target Marketing Task Force discussed whether there is a right time to find a niche.
Pivoting from uniform to financial advisor

Aug 31, 2024 | mdrt.org | Mike Beirne

Sep 01 2024 / Round the Table Magazine Jackson’s military mindset guides goal setting and financial path for fellow guardsmen. Topics Covered Communication techniques Motivation Target marketing Carey Joshua Jackson IV, MBA, joined the U.S. Army National Guard with a goal to become an officer and full-time military. The private eventually became sergeant and earned his current rank as lieutenant colonel, serving as a staff officer in an MP Division.
Q&A: Young advisor overcomes doubts about experience

Aug 31, 2024 | mdrt.org | Mike Beirne

Sep 01 2024 / Round the Table Magazine Topics Covered What is the most prevalent obstacle you face as a Gen Z advisor? Distrust because I am young. Most of my clients or prospects are worried I’m going to be in this business for the short term. There is a belief that the younger generations tend to explore other opportunities. How do you overcome this perception? I ask them to give me just 1% of their trust and time to earn the remaining 99%.
Adapting to digital transformation in insurance to meet client demands and market dynamics

Jul 22, 2024 | mdrt.org | Ayushi Sharma

Jul 22 2024 Discover how Esakkiraja Balesakki is navigating regulatory challenges and leveraging technology to drive digital transformation in India's insurance sector, meeting evolving customer demands with efficiency and innovation. TOPICS COVERED Business processes Client service Technology In our digitally driven world, industries in India must evolve to stay in the game, and insurance is no exception.
Helping your good cause is easier than you think

Jul 1, 2024 | mdrt.org | Matt Pais

Jul 01 2024 / Round the Table Magazine The smooth process of applying for an MDRT Foundation grant.
Securing Hispanic dreams

Jul 1, 2024 | mdrt.org | Antoinette Tuscano

Jul 01 2024 / Round the Table Magazine Arturo helps fellow immigrants build a secure future in Canada. Topics Covered Taking your career to the next level and in the direction that works best for you calls for more than luck or even hard work. For Ivan Arturo Burbano, CLU, CFP, it took planning and focus. One of the biggest changes in his career occurred when he focused on a niche market of Hispanic business owners and professionals. “It changed my business 180 degrees.
Slash your writing time: Tap in to the power of ChatGPT

Jul 1, 2024 | mdrt.org | Antoinette Tuscano

Jul 01 2024 / Round the Table Magazine Artificial intelligence can help advisors with writing tasks like email, social media and sales scripts. Topics Covered By Antoinette TuscanoThere was a time when writers needed a strong grasp of spelling. Otherwise, your writing time doubled because, to avoid the embarrassment of egregious spelling errors, much effort was spent thumbing through the massive dictionary on your desk. Then came spellcheck, and writers rejoiced.
Must-reads to be at your best

Jun 30, 2024 | mdrt.org | Phil Jones |Mike Beirne

Jul 01 2024 / Round the Table Magazine Books that helped advisors improve their lives, become better leaders, more consistent and more persuasive. Topics Covered Business processes Communication techniques Financial planning Motivation Looking for ways to improve your skills and knowledge? Here are several books recommended by MDRT members to provide insight and guidance.