Frequently Asked Questions

Membership Application

What are the membership requirements?

  1. To be eligible for membership in MDRT Global Services, an applicant must be a field or home office leader in financial services. For additional information on how we define a “field leader” or “home office leader” please see the below:

    1. Home Office Leader:

      1. Any person in an executive management position whose primary responsibility is to lead the corporation’s field leaders and sales force recruiting, training and development programs such as a Chief Agency Officer, Chief Compliance Officer, Chief Distribution Officer, Chief Learning Officer, Chief Marketing Officer, Chief Recruiting Officer, Chief Technology Officer, Chief Training Officer or Chief Underwriting Officer.

    2. Field Leader:

      1. Any person whose primary responsibility is to provide strategic leadership and operational management of a financial services firm or agency, such as an Agency Director, Agency/Branch/Unit Manager, Agency Office Manager, General Agent, Managing Partner or Office of Supervisory Jurisdiction.

      2. Any person whose primary responsibility is to recruit, select, train, supervise, or coach financial services advisors, such as an Agency/Firm Owner, Agent Supervisor, Managing Director or Sales Manager.

      3. Any noncommissioned specialist who plays a critical role in field leadership teams, such as a Compliance Officer, Equity Specialist, Marketing Director, Recruiter, Sales Support Specialists or Trainers.

  2. To be eligible, an applicant must agree to adhere to the MDRT Global Services Code of Ethics.

  3. To be eligible, an applicant cannot have an existing ethics violation on file with MDRT, MDRT Global Services or the MDRT Academy.

What are the annual membership dues?

Annual membership dues are an investment of USD 600. If you join after April 1, there is an additional USD 200 late fee.

Is there a deadline to apply for membership?

Annual, open enrollment for membership is November 1 – April 1. Applicants may apply for membership after April 1 with the payment of an additional USD 200 late fee. No applications are accepted for the previous year after December 31.

Do I have to renew my membership each year?

Membership is granted for one year and requires annual renewal to remain an active member. Anyone who joins as a 2023 member will retain access until the 2024 open enrollment closes on April 1, 2024. We extend a brief grace period until mid-April. As a result, all 2023 members will retain access to our website, resources and continue to receive our newsletters until April 15, 2024.

Are my membership dues refundable?

Once membership is approved, dues are non-refundable. All fees collected for MDRT Global Services membership will be refunded if the application is denied.

Can a membership be transferred to someone else?

  • Membership is to the individual. If a member leaves their company their Global Services membership goes with the member. There is no possibility to transfer membership to another leader within a given company.

  • Additionally, membership cannot be transferred to another association within MDRT’s Family of Brands.

How long does it take to complete an online membership application?

If you have all the necessary information, the membership process should take less than 5 minutes.

How will I receive my Global Services membership certificate?

Upon successful completion of your Global Services membership application, you will immediately receive an onboarding email highlighting your membership benefits. Two days later, you will receive a digital member welcome kit with your digital membership certificate.

General FAQs

How can I apply for an MDRT Culture of Excellence Award?

Global Services members may apply for an MDRT Culture of Excellence Award by submitting agency data related to the following areas: production, retention, recruitment, persistency, Whole Person, and MDRT/MDRT Academy membership. Please visit our awards page for additional information.

  • Please note, award applicants must be a Global Services member in the year corresponding to the award criteria data. For example, to apply in January 2023 for the 2023 MDRT Culture of Excellence awards, you must have been a 2022 Global Services member as the criteria for the awards is based on 2022 data.

What is the deadline for submitting an MDRT Culture of Excellence Award application?

Award applications may be submitted from January through March 15.

Am I eligible to attend the MDRT Annual Meeting or Global Conference?

As a member of MDRT Global Services, you are eligible to register for the MDRT Annual Meeting or MDRT Global Conference, one meeting per year. Your Global Services login credentials will enable you to register when the meeting is open for registration.

What member benefits are included in MDRT Global Services?

Global Services member benefits include on demand access to a plethora of leadership content (videos, articles, toolkits, etc) available on our website, regular webcasts, access to HarvardManageMentor®, study groups with fellow members, eligibility to register for the MDRT Annual Meeting or MDRT Global Conference (one meeting per year), and the opportunity to apply for an MDRT Culture of Excellence Awards.

How do I join a study group?

Please email info@mdrtgs.org with your name, MDRT ID and time zone. One of our team members will reach out to you with more information.

How do I join a Global Services webcast?

  1. Prior to each webcast, you will receive an email notifying you of the webcast topic with steps to register.

    1. Once you register, you have the option to add the webcast to your calendar.

  2. If you have misplaced that email, you may also register via our website:

    1. Log in to mdrtgs.org with your Global Services login credentials

    2. Go to our Resources page

    3. Scroll down to the “Webcasts” section

    4. Click on “Register for Upcoming Events”

    5. The next screen will list all upcoming webcasts

Is Global Services offered in additional languages?

Global Services is currently available in English only. In 2024 we will expand our offerings into additional languages.

Where do I find information about MDRT Global Services?

Please visit and explore mdrtgs.org for additional information on Global Services.

How do I join MDRT Global Services?

You may join Global Services by completing the membership application on our Join page.

What are the requirements to become an MDRT Global Services member?

MDRT Global Services is being developed specifically for individuals whose primary responsibilities fall within the home office leader and Field leader descriptions below. Before joining, take a moment to confirm MDRT Global Services is the right fit for your role in financial services:

  • Home Office Leader:

    • Any person in an executive management position whose primary responsibility is to lead the corporation field leaders and sales force recruiting training, and development programs such as a Chief Agency Officer, Chief Compliance Officer, Chief Distribution Officer, Chief Learning Officer, Chief Marketing Officer, Chief Recruiting Officer, Chief Technology Officer, Chief Training Officer or Chief Underwriting officer.

  • Field Leader:

    • Any person whose primary responsibility is to provide strategic leadership and operational management of a financial services firm or agency, such as an Agency Director, Agency/Branch/Unit Manager, Agency Office manager, General Agent, Managing Partner of Office of Supervisory Jurisdiction.

    • Any person whose primary responsibility is to recruit, select train, supervise, or coach financial services advisors, such as an Agency/Firm Owner, Agent Supervisor, Managing Director, or Sales Manager.

    • Any non-commissioned specialist who plays a critical role in field leadership teams, such as a Compliance Officer, Equity Specialist, Marketing Director, Recruiter, Sales Support Specialists, or Trainers.

I am having trouble logging in. How can I get help?

If you have successfully joined Global Services and are unable to login to mdrtgs.org you may reach out for assistance in several ways:

How do I know if I successfully joined as an MDRT Global Services member?

  1. Upon successful membership application completion, you will automatically receive:

    1. An onboarding email with your membership receipt

    2. You will also be able to use your login credential to log in to mdrtgs.org

  2. Two days after joining, you will receive a digital member welcome kit

  3. If you did not receive an onboarding email and are unable to log in to mdrtgs.org, you did not successfully complete your membership application. Please visit our Join page to complete your membership application.