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21 June 2018

MDRT members make a difference

This past year, the MDRT Foundation awarded $1.3 million to 300 charities in 34 countries on five continents. We're truly a global foundation making a difference in the lives of others.

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16 June 2018

Consumers with advisors more likely to follow market volatility news

Live-human advisors may have a big effect on what happens to their clients' assets during periods of market volatility. The Million Dollar Round Table (MDRT), a group for life insurance and financial services professionals, raises that possibility in a summary of results from a new, online survey of 500 U.S. consumers ages 18 and older.

10 June 2018

What can happen without a succession plan

At 63 years of age Jerry was, in his own words, "living the dream." He worked six months to qualify for MDRT, then spent the rest of the year touring the country with his championship senior softball team. He enjoyed the freedom and flexibility this profession promises to everyone who succeeds. Jerry died suddenly one Friday morning with no agreement and no successor.

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  • Sanjay Tolani, Ph.D., MBA
    MDRT is a knowledge bank of financial service professionals. The biggest resource is the membership itself; interacting with MDRT members will change your mindset of how the financial profession is growing.
    Sanjay Tolani, Ph.D., MBA
  • Sanjay Tolani, Ph.D., MBA
    MDRT is a knowledge bank of financial service professionals. The biggest resource is the membership itself; interacting with MDRT members will change your mindset of how the financial profession is growing.
    Sanjay Tolani, Ph.D., MBA
  • Tony Gordon
    Those who have the courage to set daily goals will always be more successful than those who don’t.
    Tony Gordon
  • Tony Gordon
    Those who have the courage to set daily goals will always be more successful than those who don’t.
    Tony Gordon
  • Regina Bedoya, CLU, ChFC
    Don’t try to do it all. Be very strategic in your actions.
    Regina Bedoya, CLU, ChFC
  • Regina Bedoya, CLU, ChFC
    Don’t try to do it all. Be very strategic in your actions.
    Regina Bedoya, CLU, ChFC
  • Ross Vanderwolf, CFP
    You can’t do everything yourself. Sharing responsibility will help you learn something and improve
    Ross Vanderwolf, CFP
  • Ross Vanderwolf, CFP
    You can’t do everything yourself. Sharing responsibility will help you learn something and improve
    Ross Vanderwolf, CFP
  • Brian Heckert, CLU, ChFC
    The title does not make you a leader. Being a leader makes you a leader. A leader leads always.
    Brian Heckert, CLU, ChFC
  • Brian Heckert, CLU, ChFC
    The title does not make you a leader. Being a leader makes you a leader. A leader leads always.
    Brian Heckert, CLU, ChFC
  • Krish Dhanam
    Selling is not what you do to someone; it’s what you do for someone.
    Krish Dhanam
  • Krish Dhanam
    Selling is not what you do to someone; it’s what you do for someone.
    Krish Dhanam