Life Planner
Become an mdrt (million dollar round table) Member
Professionals in Life Insurance: MDRT
THE PREMIER ASSOCIATION OF FINANCIAL PROFESSIONALS:
MDRT is a global, independent association of the world’s largest life insurance and financial services professionals from more than 500 companies in 70 countries and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service.
MDRT membership is recognised internationally as the standard of excellence in the life insurance and financial services industry. MDRT membership provides access to a full spectrum of forums that help members increase their productivity and professionalism.(mdrt.org)
Through MDRT, the MDRT Academy and MDRT Global Services, helps the best and brightest elevate of Your success, build a community of excellence, and live rich and meaningful lives. Throughout your career, MDRT will be there.
Build a Career That Grows With You
Aspire to MDRT. Build Your Business. Create Your Future.
What if your career could grow with your ambition?
A Life Planner career can be more than selling insurance. It can be an opportunity to build professional relationships, develop financial-planning skills, create a customer-focused business and work toward meaningful professional milestones.
And for ambitious Life Planners, MDRT can become a prestigious professional goal.
The Journey Begins With One Step: BECOME A LIFE PLANNER
Learn the business. Understand customer needs. Build relationships. Use digital tools. Develop your professional skills. Serve families. Grow your customer base.
MDRT
Million-Dollar Round Table is a global association for financial services professionals. Membership requires meeting the applicable production requirements for the relevant year.
For a Life Planner who wants to build a serious professional career, working toward MDRT can provide a clear benchmark for business development and professional achievement.
DON'T JUST HAVE A JOB. BUILD A PROFESSIONAL JOURNEY.
A traditional job may define your role.
A Life Planner career can give you the opportunity to develop your own client relationships and professional business activities, subject to applicable regulations and company requirements.
Your growth can come from:
Today's Life Planner Can Use Technology to Transform the Way Business Is Developed
Reach prospects through digital communication.
Use digital presentations to explain financial concepts and solutions.
Understand customer protection, retirement and financial-planning needs.
Maintain systematic customer communication.
Build long-term relationships through professional service.
Track your activities and work toward your business goals.
Your smartphone can become an important part of your professional office.
Think of Your Career as a Journey
START
Become a Life Planner and learn the fundamentals.
BUILD
Develop your prospecting and customer relationships.
DEVELOP
Improve your financial-planning, communication and presentation skills.
GROW
Build consistent business activity and customer service.
ASPIRE
Set MDRT as a professional target, subject to the applicable qualification requirements.
ACHIEVE
If you meet the relevant MDRT requirements, celebrate the achievement and continue developing your professional career.
A Career Path for Different Professional Backgrounds
GRADUATES
Start building professional skills and explore a career in financial services.
WOMEN & HOMEMAKERS
Explore a flexible business opportunity that can be developed around your schedule, subject to applicable requirements.
BUSINESS OWNERS
Explore an additional professional business opportunity and expand your network.
FINANCIAL PROFESSIONALS
Use your existing relationship-building experience while developing expertise in life protection and financial planning.
WORKING PROFESSIONALS
Explore a potential additional career path, subject to your employment terms and applicable regulations.
AMBITIOUS ENTREPRENEURS
Build a client-focused financial services business and set higher professional goals.
Don't Simply Ask: "How Much Can I Earn?"
Ask yourself: "What professional can I become?"
If your answer is YES, your Life Planner journey can begin.
A professional milestone to aspire to when applicable qualification requirements are met.
Your journey. Your effort. Your growth.You Don't Need to Have Everything Figured Out Today.
Start by understanding the opportunity. Learn how the Life Planner model works. Understand the training, licensing, business process, digital support and applicable requirements. Then decide whether this career path is right for you.
BECOME A LIFE PLANNER
BUILD YOUR BUSINESS. DEVELOP YOUR SKILLS. ASPIRE TO MDRT.
Learn. Connect. Serve. Grow. Achieve.
Your journey can start today.