Million Dollar Round Table

• An independent, international association

• Members represent 465 companies

• Member driven and member oriented

• 31,857 members in 79 nations

U.S. 35% Japan 10%

Canada 3% India 12%

Hong Kong 6% Korea 17%

• The Premier Association of Financial Professionals®

About MDRT

• To provide incentive for all insurance

and financial services professionals and

advisors to reach their full potential in

professional development, technical

competence and sales performance

• To elevate professional standards

and prestige of insurance and financial

services professionals

Why MDRT?

…To be a valued, member driven, international network

of leading insurance and financial services professionals

who serve their clients by exemplary performance and the

highest standards of ethics, knowledge, service and

productivity.

Mission Statement

MDRT’s History

In 1927, 32 extraordinary life insurance producers, each

having sold at least $1 million of life insurance, gathered to

organize a forum dedicated to fostering a high standard,

professional approach to life insurance sales.

They met at the National Association of Life Underwriters

convention in Memphis, Tennessee, USA.

Members of MDRT should be ever mindful that complete

compliance with and observance of the Code of Ethics of the

MDRT shall serve to promote the highest quality standards of

membership.

These standards will be beneficial to the public and the

insurance and financial services profession.

MDRT’s Code of Ethics

Qualifying Member:

First-time, approved applicants with production, become

Qualifying members until the 10th year of membership is

attained.

Qualifying & Life Member:

Members attain Qualifying and Life (QL) status when

approved for the 10th year of membership and maintain

this status by submitting certified production.

Life Member:

Once Qualifying and Life membership is attained, a

member may apply as a Life (L) member by not including

certified production with the membership application.

*All members must apply every year to continue their MDRT affiliation.

MDRT Status Designations

MDRT

USD 87,900 of eligible commissions or USD 175,800 of

eligible premium

Applicants must be members of a recognized professional association,

unless they reside in country where an association is not required.

Court of the Table

USD 263,700 commission or USD 527,400 premium (Three times the basic requirement)

Top of the Table

USD 527,400 commission or USD 1,054,800 premium(Six times the basic requirement)

2010 MDRT Requirements

A minimum of 50 percent of the 2010 production requirement

(USD 43,950 commissions or USD 87,900 premium) must

come from the following policies:

• Individual/Group life (ordinary/term)

• Individual/Group annuities

• Individual/Group disability

• Individual/Group accidental death/dismemberment

• Individual/Group long-term care

• Individual/Group critical illness

Eligible Products

Additional commissions or premium credit may come from:

• Individual/Group health care coverage

• Mutual funds/equivalent

• Securities

• Wrap accounts/asset

management accounts

• Financial Planning Fees/Fees for

Advice

Eligible Products

Year Members

2009 31,857

2008 39,340

2007 35,662

2006 35,781

2005 32,981

2004 29,449

2003 27,545

Membership Totals

2009 Top Companies

Members

SBI Life Insurance Co. Ltd. (India) 2,677

New York Life (USA) 2,013

Samsung Life Insurance Co. Ltd. (Republic of Korea) 1,828

Northwestern Mutual Finance Network (USA) 1,291

Prudential Life Insurance Co. Ltd. (Japan) 693

AIA-Hong Kong (Hong Kong SAR) 661

MetLife Korea (Republic of Korea) 659

Kyobo Life Insurance Co. Ltd. (Republic of Korea) 609

ING Life Insurance Co. Ltd. (Republic of Korea) 604

Prudential Insurance-America (USA) 596

2009 U.S. Top Companies

Members

New York Life 2,013

Northwestern Mutual Finance Network 1,291

Prudential Insurance-America 596

AXA Advisors LLC 513

Massachusetts Mutual Life Ins Co 471

Securian Financial Group 401

MetLife 374

Guardian Life Insurance 357

Lincoln Financial Group 246

Principal Financial Group 246

2009 Non-U.S. Top Companies

Members

SBI Life Insurance Co. Ltd. (India) 2,677

Samsung Life Insurance Co. Ltd. (Republic of Korea) 1,828

Prudential Life Insurance Co. Ltd. (Japan) 693

AIA-Hong Kong (Hong Kong SAR) 661

MetLife Korea (Republic of Korea) 659

Kyobo Life Insurance Co. Ltd. (Republic of Korea) 609

ING Life Insurance Co. Ltd. (Republic of Korea) 604

Sony Life Insurance Co. (Japan) 572

American Life-Japan 445

HSBC Life (Hong Kong SAR) 384

• 5,334 members on Honor Roll; individuals

with 15 or more years of qualification with

production

• 46 percent of members are under age 45

• 34 percent of members are female

• 65 percent of members reside outside of the

United States

2009 Facts and Figures

• 4,337 Court of the Table members

• 1,608 Top of the Table members

Executive Committee

President, Immediate Past President, First Vice President,

Second Vice President and Secretary

Management Council

Executive Committee and nine Divisional Vice Presidents

• Approximately 36 standing committees

• Approximately 700 volunteers at the Annual Meeting

Volunteer Structure

• Increased prestige, self-

esteem and confidence

• Professional development

• Networking opportunities

• Increased quality of life

• Validation of credentials as a

top producer

• Achievement of personal

goals

• Leadership opportunities

within MDRT

• Public relations programs

• Charitable involvement

opportunities through the

MDRT Foundation

• Support system for business

and personal needs

• Increased production

Membership Benefits

• The MDRT Annual Meeting is the life insurance industry’s

sales meeting “par excellence.”

• The four-day meeting features breakfast sessions, Main

Platform presentations and targeted focus sessions.

• Approximately 6,000 MDRT qualifiers and special guests

attend each year, including company CEOs, company

marketing officers and nonmember general agents/managers.

MDRT Annual Meeting

Approximately 700 member volunteers serve on any of nine

Annual Meeting task forces.

The PGA Committee of Annual

Meeting member volunteers provides

members with the opportunity to be

part of the Annual Meeting. It is from

the PGA that members are chosen for

MDRT leadership positions.

Program General Arrangements (PGA):

The Path to Leadership

MDRT Annual Meeting

Introduced at the 1962 MDRT Annual Meeting by philosopher

Mortimer J. Adler, author of The Great Books of the Western

World.

Whole Person advocates balancing

of seven vital parts of life: health,

family, spiritual, education,

financial, service and career

Balance is rewarded with increased energy, peace of mind,

improved productivity and a greater sense of fulfillment

Whole Person Concept

• MDRT’s philanthropic arm, founded in 1959

• Mission is to encourage volunteerism and support

charities in member communities

• More than $23 million granted to more than 1,600

charities around the world

• Member-driven

• Web site: www.mdrtfoundation.org

MDRT Foundation

To facilitate and encourage effective mentoring

relationships between successful insurance and

financial services professionals and individuals

aspiring to Million Dollar Round Table

membership.

The program promotes coaching, guidance and

direction , creating an atmosphere of success.

MDRT/GAMA Mentoring Program

Mission Statement

MDRT members are

supported by about 75 staff

members

MDRT International

Headquarters is located in

Park Ridge, Illinois, USA, a

suburb of Chicago

MDRT Headquarters

- Executive

- Finance and Administration

- Human Resources/Professional Services

- Information Services

-Marketing and Communications

-MDRT Foundation

-Meeting Services

-Membership and International Services

Headquarters Staff

Departments include:

MDRT Europe

Brussels, Belgium

europe@mdrt.org

MDRT Asia Pacific

Singapore

asiapacific@mdrt.org

Satellite Offices

Membership Department

325 West Touhy Avenue

Park Ridge, Illinois 60068 USA

Phone: +1 847.692.6378

Fax: +1 847.518.8921

E-mail: membership@mdrt.org

Web: www.mdrt.org

For more information contact:

Million Dollar Round Table