I Want an MDRT Membership Application!→

Applicants must be members of a recognized professional association, unless they reside in a country where an association is not required.

NOW THAT YOU KNOW how membership in MDRT will benefit your business, your clients and your life, it’s time to get started. If you are a premier financial services professional, you should ask yourself:

How do I qualify?

There are 3 ways for first-time members to qualify for MDRT based on annual production generated during the calendar year.

Premium Method

A minimum of USD 178,000 of eligible paid premium is required. Of this total, a minimum of USD 89,000 of premium (50 percent of the requirement) must come from products listed in the Unlimited Credit category.

Commission/Fee Method

A minimum of USD 89,000 of eligible commissions paid is required. Of this total, a minimum of USD 44,500 of paid commissions (50 percent of the requirement) must come from products listed in the Unlimited Credit category.

Income Qualification Method

A minimum of USD 152,000 in annual gross income from the sale of insurance and financial products is required. A minimum of USD 44,500 must be income from new business generated during the production year. Further, a minimum of USD 44,500 must be derived from income associated with risk-protection products (products eligible for Unlimited Credit under the commission or premium methods). It is possible that the same business, for example the sale of new life insurance policies, could satisfy both requirements.

You can learn more about the qualification requirements at www.mdrt.org.

When can I apply?

Applications can be submitted anytime. However, to avoid a late fee, MDRT must receive all applications by March 1st of the year applicants are seeking membership.