The Million Dollar Round Table (MDRT) is
the premier association of financial professionals. Members
serve their clients with exemplary performance and the highest
standard of ethics and professional knowledge. MDRT members
are on the cutting edge of industry trends, as the organization
is the premier forum for the exchange of ideas and techniques
among industry professionals. MDRT membership is recognized
internationally as the standard of excellence in the life
insurance and financial services business.
Founded in 1927, the Million Dollar Round
Table sets the standard for professionalism. The organization’s
commitment to excellence motivates members to reach their
full potentials and assures you the service that you and your
family deserve.
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.
- Always place
the best interests of their clients above their own direct
or indirect interests.
- Maintain the
highest standards of professional competence and give
the best possible advice to clients by seeking to maintain
and improve professional knowledge, skills and competence.
- Hold in the
strictest confidence and consider as privileged, all business
and personal information pertaining to their clients'
affairs.
- Make full and
adequate disclosure of all facts necessary to enable their
clients to make informed decisions.
- Maintain personal
conduct which will reflect favorably on the insurance
and financial services profession and the Million Dollar
Round Table.
- Determine that
any replacement of an insurance or financial product must
be beneficial for the client.
- Abide by and conform to all
provisions of the laws and regulations in the jurisdictions
in which they do business.
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