General Information

General Information 

FAQs

2021 Top of the Table Annual Meeting attendance eligibility:
Registration is open to approved 2021 Top of the Table members only.

Members are invited to bring one guest only, and although there is no additional fee, your guest must be registered for the meeting. A guest is defined as a spouse, significant other or child over the age of 21. Parents, business associates or friends of the member do not qualify as guests and, as such, may not attend the meeting.

Both members and guests must adhere to the COVID-19 protocols outlined in the Health and Safety section.

In which languages will the Top of the Table Annual Meeting be presented?
Presentations taking place in Amelia Island will be offered in English only.  On-demand content available October 23 to November 23, 2021, is included in your registration fee and will be presented in English, Cantonese, Mandarin, Japanese, Korean, Spanish and Thai. 

Will members receive credit and a certificate of attendance for the 2021 Top of the Table Annual Meeting?
 
Yes, upon request. Meeting attendees can email tot@mdrt.org to request a certificate of attendance. 

ADA Information
Attendees may submit ADA requests by completing that section during the Advance or General Registration process. Are presentative will contact you based on the information you provide.

What is the appropriate attire
?
Attire for the Top of the Table Annual Meeting is business casual and semi-formal for the event Friday evening. Neckties and similar clothing are not required, but feel free to wear what makes you comfortable. We suggest you research the location of the meeting for any inclement weather and dress accordingly. 

Future Meeting Dates

2021 MDRT EDGE
Philadelphia, Pennsylvania, USA
November 8–10, 2021
A meeting for U.S. and Canadian MDRT members 
2022 MDRT Annual Meeting Boston, Massachusetts, USA 
June 26–29, 2022  
2022 MDRT Global  Conference 
Sydney, Australia 
August 28–31, 2022  
2022 Top of the Table  Annual Meeting 
Santa Barbara, California, USA
October 19–22, 2022  

Disclaimers and Waivers

Activity and Participation Waiver
By registering for this virtual or hybrid event, you acknowledge that your participation in all related activities is voluntary and optional, and that participation in any of these events is at your own risk. You agree to (1) release MDRT from any and all claims that you or any person included in your registration fee may have against MDRT arising from or related to these activities, and (2) indemnify and hold MDRT harmless from any and all claims, costs or expenses arising from your actions or the actions of any person included in your registration fee. 

Anti-Harassment
MDRT is committed to providing a positive environment for its employees, members and other guests at all MDRT events. It has been and remains MDRT’s policy to maintain an environment where every employee, member and guest is treated with respect and which is free from all forms of harassment based upon or related to sex, race, color, religion, national origin, ancestry, physical or mental disability, age, sexual orientation, marital status, veteran status, military status, genetic information and any other characteristic protected by applicable law. This includes conduct that creates a hostile, intimidating or offensive environment based on these characteristics. Harassment of any employee, member or guest is strictly prohibited and will not be tolerated. Any individual who violates these requirements will be subject to appropriate remedial action, which may include removal from the premises, termination of employment or termination of membership. 

Code of Ethics
Members of the Million Dollar Round Table should be ever mindful that complete compliance with and observance of the Code of Ethics of the Million Dollar Round Table 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. Therefore, members shall:

1.  Always place the best interests of their clients above their own direct or indirect interests.

2.  Maintain the highest standards of professional competence by seeking to maintain and improve professional knowledge, skills and competence.

3.  Hold in strictest confidence, and consider as privileged, all business and personal information pertaining tot heir clients' affairs.

4.  Make full and adequate disclosure of all facts necessary to enable clients to make informed decisions.

5.  Maintain personal conduct which will reflect favorably on the insurance and financial services profession and the Million Dollar Round Table.

6.  Determine that any replacement of an insurance or financial product must be beneficial for the client.

7.  Abide by and conform to all provisions of the laws and regulations in the jurisdictions in which they do business. 

Diversity Statement
The Million Dollar Round Table (MDRT) is committed to celebrating and serving its inclusive, diverse constituency of members in a culture where everyone is valued, respected, appreciated and treated fairly without bias or discrimination. As a global organization, MDRT values and embraces the differences among its members. MDRT will purposefully establish and promote policies, programs and procedures that affirm diversity, equity and inclusion for the benefit of all members, aspiring members, industry partners and the financial services profession. 

Statement of Antitrust and Lega l Compliance
There shall be no negative discussions of commercial companies or products. There shall be no discussion or activity for the purpose of any legal compliance preventing any person or persons from gaining access to any market or customer for goods and services, nor any agreement or understanding to refrain from purchasing or using any material, equipment, services or supplies. There shall be no discussion or activity that may be construed as forestalling or limiting research and development. We, of course, expect your consideration and full compliance with these guidelines, both while in attendance at this meeting and at all times in your business.

Tax, Legal and Copyright Information
The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province, territory or country. MDRT also suggests you consult with local insurance and security regulations and compliance departments pertaining to the use of any materials with clients.

Copyright Million Dollar Round Table (MDRT). This work is protected by domestic and international copyright laws. No part of this work may be copied in whole or in part in all forms of media. The recording of any sessions or elements of the virtual or hybrid event are strictly prohibited.  

Meeting Rules of Conduct
1.  Spouses, family members and friends of attendees may not be present at officially designated MDRT functions and events during the Top of the Table Annual Meeting, with the exception of family/spouse meetings, or with an exception voted on by the Executive Committee.

Due to COVID-19 capacity restrictions and anticipated number of member attendees, spouses/guests may not enter Main Platform or Focus Session rooms. They may view Main Platform from an ancillary meeting room. Spouses/guests are invited to attend social functions.


2. To receive Annual Meeting materials, all members and special guests must register at the MDRT meeting registration desk.

3. Giving your badge to another person for purposes of admission to any Annual Meeting function is not permitted.

4. Promotion by members or nonmembers of any goods and services, except member sponsors under provisions of a signed Sponsors Agreement and other than with the expressed written permission of the Executive Committee, is not permitted.

5. Members who furnish MDRT membership lists may be placing their membership in jeopardy. Likewise, the MDRT Membership Directory is not to be used or loaned for any commercial purpose or other reasons, nor is any portion of it to be reproduced without the expressed prior written permission of MDRT.

6. Recruiting or attempted recruiting of personnel or agents of one company or firm by persons of another company or firm is not permitted during the meeting or in connection therewith.

7. Audio or videotape recording or still photography of all sessions, including Main Platform, is not permitted.

8. Members who wish to use credit privileges at official MDRT hotels shall make such arrangements directly with the hotel. Where credit privileges are granted and used, full payment shall be made within 60 days from the first of the month following the Annual Meeting.

9. Any individual removing merchandise from the MDRT Store without paying for the merchandise will be asked to surrender their badge, thereby preventing them from attending the remainder of the meeting. The individual and incident will also be reported to the MDRT Ethics Committee for further action, possibly resulting in revocation of membership.
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