MDRT Global Services

Introducing MDRT Global Services! MDRT Global Services is an individual membership association focused exclusively on you, field and home office leaders in the financial services industry.

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Top 5 questions about MDRT Global Services Answered

January 18, 2021 by MDRT Global Services Leave a Comment

Welcome to MDRT Global Services, the premier leadership development association in the financial services profession. We are building on the culture of excellence we’ve established through the Million Dollar Round Table with a dedicated, free-standing membership organization that will propel your personal and professional growth, drive increased production, and inspire you to lead with excellence. To learn more about this exciting new opportunity, we’ve answered the who, what, when, where and why of MDRT Global Services.

Who was this created for?

Leaders just like you. MDRT has long set the standard for excellence in life insurance and financial services, but there has been a more-recent demand from our members for dedicated development opportunities specific to field and home office leaders. We’ve heard you, and that’s what we’re delivering with MDRT Global Services. 

In a survey to field and home office leaders, 57% responded that MDRT “helps financial professionals to increase and/or maintain their production levels.” They understand the value of MDRT and are looking for ways to instill that culture within their own teams. MDRT Global Services was created to do just that. 

What is in it for me?

MDRT Global Services will offer unparalleled leadership development resources to help you and your team thrive. Among survey respondents, 87% agreed that MDRT “provides information and resources that financial professionals cannot find anywhere else.” Now, we’re bringing these same exclusive tools to field and home office leaders through MDRT Global Services. 

You’ll have access to a regular e-newsletter with our latest resources, a digital edition of our Round the Table magazine with exclusive content for MDRT Global Services members, monthly webcasts presenting best practices and special sessions at the 2021 MDRT Annual Meeting and Global Conference. Membership in MDRT Global Services will strengthen your abilities as a leader, connect you to the best and brightest leaders around the globe, and help you better instill the MDRT culture within your team. 

When is this available?

Today! MDRT Global Services officially launched in January 2021, and we are currently accepting applications for membership. As we work to build the premier leadership development association within our profession, we are launching with a two-year pilot program. Pilot membership is complimentary for the full two years in exchange for your regular feedback on the association and our offerings.

Where will this thought leadership come from?

MDRT’s membership includes the most accomplished professionals within our field, and we are bringing their expertise to our MDRT Global Services members. In the survey, 94% of respondents claimed that MDRT “facilitates the sharing of knowledge among financial professionals,” and we are excited to extend this philosophy to those in leadership roles with MDRT Global Services. Connecting with others in a similar role, you’ll have a chance to learn tips and best practices from those actually using them daily and succeeding at the highest level. 

Learn from leaders like Marilou L. Dela Cruz-Romero, a 33-year MDRT member who shares how her weekly “empowerment sessions” develop stronger, more connected teams. Or Chee Hong Gan, an 11-year member who has learned to recruit talent more effectively with a “two-level selection process.” MDRT has developed the strongest knowledge base in our profession, and we are inviting our MDRT Global Services members to tap into it. 

Why should I join?

Beyond the professional development resources and networking opportunities with the most accomplished leaders in our field, you will have the opportunity to truly help create something as a pilot program member. By getting in on the ground floor, your experience and feedback will help shape MDRT Global Services for years to come. 

MDRT Global Services has spoken to global field leaders like you to develop offerings that meet your specialized needs and build on our commitment to inspiring excellence, but we’re not done. Join now, and share insights as we continue to create value-driven offerings in the pilot program and this future-forward organization.

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