Network
no matter
where you are

Rise to the next level

4 days

100+ speakers

120+ sessions

The MDRT Annual Meeting is an energetic experience specific to you and your professional needs. Innovation and inspiration come together to help you rise to the next level in your career and think in ways previously unthought.

000
Days
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...until the meeting starts

2021 MDRT Annual Meeting Virtual Event

The 2021 MDRT Annual Meeting Virtual Event is the ultimate resource for leading financial services professionals to network, learn and enhance their businesses. It is where expertise, trends and tools come to life in a unique and exciting virtual experience to create more connections, strengthen your relationships and inspire you to nurture and expand your business. 

Virtual Event Tutorial Video

Schedule at a Glance

SATURDAY, JUNE 25

11 a.m. - 6 p.m.
11 a.m. - 5 p.m.
11 a.m. - 5 p.m.
4:30 - 5:30 p.m.
Note:  Schedule is subject to change.

SUNDAY, JUNE 26

9 a.m. - 6:30 p.m.
10 a.m. - 5 p.m.
10 a.m. - 5 p.m.
1 - 3:30 p.m.
3 - 4:30 p.m.
5 - 6:30 p.m.
Note:  Schedule is subject to change.

MONDAY, JUNE 27

7 a.m. - 4 p.m.
8 - 11 a.m.
11 a.m. - 5 p.m.
11 a.m. - 5 p.m.
11:30 a.m. - 1 p.m.
1:30 - 2:30 p.m.
3 - 4/4:30 p.m.
5 - 6 p.m.
5:30 - 6:30 p.m.
Note:  Schedule is subject to change.

TUESDAY, JUNE 28

7:30 a.m. - 4 p.m.
8 - 11 a.m.
11 a.m. - 5 p.m.
11 a.m. - 5 p.m.
11:30 a.m. - 1 p.m.
1:30 - 2:30 p.m.
3 - 4 p.m.
5 - 6 p.m.
Note:  Schedule is subject to change.

WEDNESDAY, JUNE 29

7:30 a.m. - 3 p.m.
7:30 - 9 a.m.
9 - 10 a.m.
9:30 a.m. - 2 p.m.
9:30 a.m. - 2 p.m.
9:30 - 10:30 a.m.
11 a.m. - 12 p.m.
1 -4 p.m.
Note:  Schedule is subject to change.

Program

The Annual Meeting offers attendees programming in four different session formats.

On the largest stage at the Annual Meeting, the Main Platform offers engaging and inspirational content from featured member speakers, industry leaders, the MDRT Foundation and your Executive Committee.

*These sessions are interpreted in all languages.

Main Platform: Thought leaders, inspirational stories and industry content delivered by featured nonmember speakers covering topics relevant to financial services, sales strategies, business practices and work-life balance.

MDRT Speaks: A highlight of the meeting, this fast-paced Tuesday morning session features MDRT members sharing innovative and creative business concepts delivered in a variety of presentation formats. Come away with ideas to improve your productivity, client engagement strategies and business practices.

Executive Committee Addresses: Hear from your MDRT Executive Committee, including the 2022 Presidential Address.

MDRT Foundation: Learn about the 2022 charity partner and the continued impact our MDRT Foundation is making across the globe.

Main Platform Conversations: New to the Main Platform, this session will provide an in-depth conversation between an MDRT leader and a featured speaker.

These sessions provide special and exclusive content, as add-ons to the Annual Meeting.

Special Session Luncheons*: Join industry experts for a deeper exploration of relevant topics. Lunch provided.

First-Timer Session**: Connect with fellow first-time attendees at this exclusive interactive session and learn how to best navigate the meeting. Don’t miss out on this special experience with your colleagues that will celebrate your success, provide encouragement and last well beyond the four days in Boston.

Court of the Table/Top of the Table**: Enhance your Annual Meeting experience with special content for Court of the Table and Top of the Table members.

Court of the Table Open Forum**: Court of the Table members will have an opportunity to connect and engage in conversations about subjects that matter to them during this 90-minute session on Wednesday morning. Informal round table discussions will be facilitated by Court of the Table members. (This event is open to 2022 Court of the Table members only, and discussion tables will be available in English, Cantonese, Japanese, Korean, Mandarin, Spanish and Thai.)

MDRT Global Services**: For MDRT Global Services members only, these special sessions are targeted specifically to leaders in the financial services profession. Packed with team management strategies and inspiration, these speakers will help you accelerate your leadership journey.

*Prepaid ticketed event. At additional cost at time of registration.
**Ticketed free event (Membership/Badge qualifications apply)

Member and nonmember industry experts and thought leaders share knowledge in a variety of categories, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology, fees and work-life balance.

With an innovative array of offerings, the ConneXion Zone® features quick-hit presentations as well as a variety of additional opportunities to connect with your fellow members in this engaging space.

ConneXionZone® Speakers: The ConneXion Zone® offers great educational programming. More than 50 quick-hit sessions, presented in seven different languages. Get immediate takeaways and learn cutting-edge ideas to implement in your daily practice.

The ConneXion Zone®: In this fun and innovative space open throughout the meeting, you can connect with colleagues, meet new friends, get your photo taken and find great entertainment and games.

MDRT Volunteer Experiences

PGA Volunteers

Enhance your meeting experience by becoming a Program General Arrangements (PGA) volunteer. Network and make new friends from around the world while assisting in vital roles to help make the Annual Meeting a positive experience for fellow attendees. Learn more and sign up for one of seven task forces when you register for the meeting.

PGA Volunteer Kickoff

Volunteers must attend the PGA Kickoff on Saturday, June 25 at 4:30 p.m., so plan to arrive in Boston in time to hear a special presentation, receive important details regarding your assignment and meet others on your team. All volunteers must be MDRT members. Doors open at 4 p.m.

Speakers

Main Platform, COT/TOT, MDRT Speaks and Special Sessions are presented in English and interpreted into all languages
Keith Barry
Keith Barry
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Regina Bedoya, ChFC, CLU
Regina Bedoya, ChFC, CLU
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John Coyle
John Coyle
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Ian Green, DipPFS
Ian Green, DipPFS
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Carla Harris
Carla Harris
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Sterling Hawkins
Sterling Hawkins
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John Henry
John Henry
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Chad Hymas
Chad Hymas
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Phil M. Jones
Phil M. Jones
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Carol Kheng, ChFC
Carol Kheng, ChFC
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Kodi Lee
Kodi Lee
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Leon Logothetis
Leon Logothetis
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Muniba Mazari
Muniba Mazari
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Blake Morgan
Blake Morgan
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Torin Perez
Torin Perez
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Tom Rinaldi
Tom Rinaldi
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Randy Scritchfield, CFP, LUTCF
Randy Scritchfield, CFP, LUTCF
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Simon Sinek
Simon Sinek
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Jamie Tworkowski
Jamie Tworkowski
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Ross Vanderwolf, CFP
Ross Vanderwolf, CFP
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Brian Walsh, CLU, ChFC
Brian Walsh, CLU, ChFC
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Ethan Zohn
Ethan Zohn
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D. Kyle Atkins, CLU, CFP
D. Kyle Atkins, CLU, CFP
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H. Richard Dobson Jr, CFP
H. Richard Dobson Jr, CFP
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Chris George, CFP, TEP
Chris George, CFP, TEP
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Karl Hartey
Karl Hartey
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Cherian Panavila John, MBA, FAIQ (CII)
Cherian Panavila John, MBA, FAIQ (CII)
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Laurie A. Leja, CLTC
Laurie A. Leja, CLTC
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Miliana Marten, CFP, AEPP
Miliana Marten, CFP, AEPP
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Curtis Matlin, CLU, ChFC
Curtis Matlin, CLU, ChFC
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Juli Y. McNeely, CFP, CLU
Juli Y. McNeely, CFP, CLU
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Janet N. Ng, FChFP, CEPP
Janet N. Ng, FChFP, CEPP
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Tomas Ohannessian, CFP
Tomas Ohannessian, CFP
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Izumi Osada
Izumi Osada
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Hu Mong Siem (Esther)
Hu Mong Siem (Esther)
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Adam A. Solano, CRPC
Adam A. Solano, CRPC
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Tse Lap Yee Stanley
Tse Lap Yee Stanley
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Nadia Wijatno, CLU, ChFC
Nadia Wijatno, CLU, ChFC
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Cheng Huann Yeoh ChFC CLU
Cheng Huann Yeoh ChFC CLU
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Yeoh Tan Fung Jenny, RFP
Yeoh Tan Fung Jenny, RFP
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Saundra Dalton-Smith
Saundra Dalton-Smith
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Carmine Gallo
Carmine Gallo
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Neil Pasricha
Neil Pasricha
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Neha Sangwan, MD
Neha Sangwan, MD
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Mark Tibergien
Mark Tibergien
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Simon Lister, DipPFS
Simon Lister, DipPFS
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Ryan Avery
Ryan Avery
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Jason Hunt
Jason Hunt
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Registration
Registration opens March 22,2022

Advance Registration Fee:

March 22, 2022  (12 p.m. Central Time) –
May 9, 2022 (11:59 p.m. Central Time)
USD
995

General Registration Fee:

May 10, 2022 (12 a.m. Central Time) –
June 13, 2022 (11:59 p.m. Central Time)
USD
1,095

On-Site Registration Fee:

On or after June 14, 2022 (12 a.m. Central Time)
USD
1,195
On-site registration is not guaranteed and is based on availability.
Fees subject to change. All funds must be in U.S. dollars (USD). Registration will be open until the meeting reaches capacity, at which time registration will close.

2022 MDRT Annual Meeting Attendance Eligibility

Those eligible to register are 2022 MDRT members, current MDRT Global Services members, MDRT Academy members, mentees and agency managers. Spouses, children, relatives, friends or business associates are not permitted to register or attend any official functions or events.

Become a member now

Mentees

MDRT members will be given priority for registration for the 2022 MDRT Annual Meeting.  Therefore, registration for mentees will open April 5, 2022, at 8 a.m. Central Time.

Please for more detailed information about the MDRT Mentoring Program.

Agency Managers

New to the Agency Manager Program? and email to fully activate your enrollment.

To enroll in the Agency Manager Program, . If you have an MDRT ID number, please have it available.

MDRT Academy Members

For more details on the MDRT Academy,

MDRT Global Services Members

For more details on MDRT Global Services,

Refunds

Registration cancellation requests must be emailed to Maritz at to be eligible for a full refund.
  • Cancellation requests received on or before May 26, 2022: 100% registration fee paid, less a USD 150 administration fee. 
  • Cancellation requests received May 27 – June 9, 2022: 50% registration fee paid, less a USD 150 administration fee.
  • Cancellation requests received June 9, 2022, and after: No refunds.
  • Ticketed and prepaid events: No refunds after June 9, 2022
MDRT Visa Letter
If you are coming from outside the U.S., to learn what travel documents and identification are required to enter the U.S.
Visa Denial
MDRT will not process refunds for visa denials received after May 26, 2022. Members who are denied a U.S. visa are eligible to receive a full refund for the meeting registration fee only if official documentation of their visa denial is provided to MDRT at by May 26, 2022. MDRT cannot process refunds for visa denials after this date. Visa denial letters must be submitted individually.

Health and Safety

Health and Safety Protocols

MDRT considers the safety of our members our top priority and will continue to follow guidance from the World Health Organization (WHO) and the Centers for Disease Control and Prevention (CDC) to host an in-person event that is safe for all in attendance. Therefore, adherence to health and safety protocols will be mandatory.

Networking Opportunities

The 2021 MDRT Annual Meeting Virtual Event is a unique opportunity to meet and connect with like-minded people from all over the globe. You will build meaningful relationships with industry leaders who will foster growth in your professional career. 

Peer-to-peer video chat

Communicate  one-on-one with your peers from all around the world. Discuss important  subject matter and learn from top-performing industry professionals. After  building your virtual profile, expand your circle of expertise by interacting  with other members via live chat, direct messaging  and peer-to-peer video calls*. It is important that you opt in  during the onboarding process to participate in all engagement features  within the platform and be seen in the attendee list.

*Each attendee will be eligible for two, 15-minute video calls per day, June 7 -9.

People to meet

Grow  your network by connecting directly with professionals who have the knowledge  to address your top priorities. When you answer the three  matchmaking questions during registration, you will be matched with like-minded People  to Meet. You will find these connections in  the Networking tab within the platform. Make connections that  really matter!

Share and Grow 

Join  your MDRT Community, where sharing empowers growth. Share your insights on  the Virtual Event Social Wall, follow the MDRT Facebook page, and join us on  social media using #2021MDRTAM.Smile in style by using our NEW virtual  photo booth, located in the Networking tab. Photos from the photo  booth can be uploaded onto theVirtual Event Social Wall, if  you desire.

Register
Now