MDRT® Branding Guidelines | Company Guide

MDRT® Branding Guidelines for Companies
Introduction
MDRT Corporate logo usage and guidelines
Identification
Tagline usage
Typography - Fonts
Reproduction
Corporate Co-branding
Sample Applications
Common Reproduction Errors
MDRT Member logo usage and guidelines
Awards and recognition
Sample Applications
MDRT Meeting Identifier usage
Sample Applications
Terminologies and Sub-brands /Meeting Identifiers and other MDRT logos
MDRT Tagline
Registered Marks
MDRT Boiler Plate
Case Studies and FAQ’sApprovals

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MDRT® Branding Guidelines | Company GuideIntroduction
The Million Dollar Round Table® (MDRT®) is pleased in your interest to support MDRT and identify withour brand. The following document is a guide to help you as you work within MDRT’s branding guidelines
and to help define visual, stylistic elements and usage.
The MDRT Corporate logo is more than just a logo, it is the symbolic representation of the collaborative
nature of its membership. The Round Table is symbolic of the coming together of members who haveachieved similar goals from around the world.

MDRT Corporate logo usage and guidelinesThis logo represents MDRT the organization.
General Rules:-The MDRT logo should always be used in whole as the provided file shows. It should not becropped or used in pieces.
Table

MDRT®
Tagline-The logo should be in one color - two tone options are outlined in the following sections
The logo with tagline should be used unless the print area provided forces the logo to be sized in a
way that the tagline is illegible. In that case, the logo without the tag line may be used.
The logo should not be placed over a competing background.
The MDRT corporate logo should not be worn. Items that feature the corporate logo are only
available from the MDRT Store and signify that they are officially received from the organization.
Outdated versions of the MDRT logo, or changes to the logo may not be used and will not beapproved for usage.
The Table is not to be used as a standalone MDRT logo. It can be used as a decorative design
element, but must be accompanied by an approved MDRT logo.

Tagline usage
The MDRT Tagline; The Premier Association of Financial Professionals®, should always be included with theMDRT logo. It describes the members of the organization and quality of the brand. There are few
exceptions when these are not required to be used.

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Exceptions to using the MDRT Tagline:- The space does not allow the tagline to be legible- The audience is very familiar with the MDRT brand and who the organization isCorrect use:
Misuse:Identification
Always leave the recommended amount of clear space around the logo, as indicated below. This gives
room for prominence and ensures that it will not be obscured by neighboring elements or typography. To
ensure consistency, use the logo configurations in these guidelines on all MDRT related communications.

Typography - Fonts
MDRT’s official Font is Bodoni BE Light. This font should be used whenever MDRT is being used as a text
only logo. It should be followed by the registered mark (®)

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MDRT® Branding Guidelines | Company GuideBodoni BE Light

ABCDEFGHIJKLMNOPQRSTUVWXYZ
abcdefghijklmnopqrstuvwxyz1234567890

ABCDEFGabcdefg1234567890
Correct use: MDRT® Company eventor

Misuse: MDRT /Company event
Reproduction
The primary color palette has been carefully considered with the display of MDRT’s identification elements
in mind. Below are guidelines for consistent display of the colors for both print and electronic media.

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Whenever printing the MDRT logo, the primary pallet above is the preferred pallet
for the MDRT logo. If another color must be used, the MDRT logo (both round tableand “MDRT”) letters should be the same color. The only Two-color reproductionthat will be approved is with the table in Pantone 293 and the type in black.
It is acceptable to reverse out the MDRT Corporate logo from a dark color where thelogo appears in white.

Corporate Co-branding
The MDRT logo may be used in conjunction with company logos, especially in inner officecommunications. A good example of this would be when promoting membership in MDRT. It is acceptablefor company logos to appear side by side with the MDRT Corporate logo to signify support.

Sample Applications
A company would have the need to use the MDRT corporate logo when displaying collaboration with theorganization as a whole. An example of this may be when an MDRT speaker has been brought in to acompany, when a company is disseminating a message from MDRT, or to show general support ofmembership, an incentive or company program or general promotion.
Sample applications and uses that you may have for the MDRT Corporate logo are:
 Collateral to promote and support membership in MDRT Collateral to promote MDRT events
 Distributing MDRT messaging among producers
The MDRT Corporate logo is not to be worn by members (or non-members) or displayed at individuals’work stations. This use is reserved for MDRT Member logos.
Examples of co-branded items that would require the MDRT member logo would be mainly trophies orawards and items that are to be worn such as hats, shirts, jackets, briefcases. The MDRT store offers
official MDRT products for MDRT members. The first place to go when looking for items featuring theMDRT Corporate or Member logos is the MDRT Store (www.mdrtstore.org).

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Common Reproduction Errors
The MDRT Corporate logo can be downloaded from the Company section of MDRT.org. Any manipulatingof this logo other than resizing with a locked aspect ratio will generate a reproduction error. The logo isalways to show the registered mark and adhere to the guidelines outlined above.

Not current MDRT logo

Cannot place text with theNo registered mark on logo.
Should have used Member Logo

The table in this logo has

Old corporate logo, should have used
Member Logo.

The MDRT logo

This is an old version of the6Version 2-090814

MDRT® Branding Guidelines | Company Guidetable, the table is not to be
used on its own, there is noregistered markbeen colored in andthere is no registeredmark

has no registered
mark and is placed
on top of acompeting image

Used outdated table logo.
This is not a current
Use of the Shield is reserved MDRT logo.
for MDRT only - not an
official graphic. Created title
called “MDRT Club”.

This is an old logo.

round table and the words
are laid over it.

MDRT Member logo usage and guidelines
The MDRT Member logos in all variations were designed exclusively to be used by and in reference tothose who qualified applied and has been approved for MDRT membership on an annual basis. The logos
are only to be used during the year in which that member has qualified, applied and been approved formembership. It is not to be used by someone who merely attained the production levels needed for
MDRT; they must also submit an application to the organization, pay membership dues and be approvedby the organization by fulfilling the association and ethics requirements.
MDRT also asks that whenever producing apparel, it include the year in which the wearer is an approvedmember. MDRT members earn membership and approval each year, it is an important goal and to berespectful of the members that qualify each year we ask that all apparel produced outside of MDRT
include the approval year.

2014
Awards and recognition
One of the main ways that Companies may use the MDRT Member logo is with co-branded awards andrecognition among their producers who are MDRT Members. Whenever planning to give an award to an
MDRT member, the first place to start is always the MDRT Store (www.mdrtstore.org). MDRT has a wide
offering of official MDRT plaques and awards that were design for MDRT members. If a company would
like to pursue a co-branded award that displays the MDRT member logo with the Company logo, they may,
however it is important to verify that the recipient has been officially approved for MDRT membership.
Simply reaching the qualification levels does not guarantee membership in MDRT.

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Terminologies and Sub-brands /Meeting Identifiers and other MDRT logos
MDRT has specific branding for each of its meetings that are MDRT refers to as meeting identifiers, Top ofthe Table Annual Meeting, The MDRT Experience Meeting and the MDRT Annual Meeting. These are to beused in conjunction with the MDRT logo when reproduced.

If companies are planning on producing apparel for their producers to wear at an MDRT meeting, theapparel should have the MDRT member logo on it. The Meeting Identifier may be used, however it should
be used in conjunction with the MDRT member logo for members.

2013 MDRT Annual Meeting
Philadelphia, Pennsylvania, USA
If the company is producing apparel to be worn at the MDRT Annual Meeting to be worn by members andnon-members (aspirants and company officials), it can feature the MDRT meeting identifier and becobranded with the company’s logo. Special permission by MDRT must be given for this use.

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MDRT Tagline“The Premier Association of Financial Professionals” is the official tagline of MDRT. It is not to be
shortened or used in parts. The tagline is to appear with the MDRT table in all cases unless the logo isbeing reproduced in a way that the tagline is unable to be read. In that case the MDRT logo or member
logo without the tagline may be used.
Effort to use the tagline should always be made when using the MDRT brand with an audience that does
not consist of MDRT members. The tagline is used to emphasize and describe who the organization and its
members are.

Registered Marks
The registered mark must always appear with the MDRT logo. All logos that are distributed from MDRT
already contain the registered mark (®) located in the appropriate places. These are not to be changed orremoved.
The samples below show proper placement of the registered mark with the MDRT logos.
MDRT Corporate Logos – to be used by organizations

MDRT Member Logos – to be used by members

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MDRT Boiler Plate
Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial
Professionals®, is a global, independent association of more than 43,000 of the world's leading life
insurance and financial services professionals from more than 500 companies in 67 countries. MDRTmembers demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client
service. MDRT membership is recognized internationally as the standard of excellence in the life insurance
and financial services business.

FAQ’s
Q: Can a company print a shirt with the MDRT Corporate logo for members or non members to wear?
A: The MDRT corporate logo is reserved only for apparel purchased through the MDRT Store. The MDRT
Corporate logo is only to be used on collateral by companies to signify a combined effort or support. The
Member logo not be used in this instance unless it is only given to members. If the only logo appearing on
this shirt is MDRT related, these should be purchased through the MDRT Store. Any items generated
outside of MDRT should be sent to MDRT for approval of use.
Q: Our Company would like to make a plaque to recognize MDRT members, can we use the logo?
A: The MDRT Store offers official MDRT membership plaques. You may purchase a bulk order through thestore. If you are placing your company logo on the plaques, then you may use the MDRT member logo on
the plaque you are producing.
Q: Our Company would like to promote the MDRT Annual Meeting, can you send us the logo for our flyer.
A: MDRT can supply you with a print ready PDF document that you may distribute, reprint or post on yourintranet. If you have further needs contact the MDRT Marketing and Communications Department.
Q: We would like to print MDRT on shirts that we will be distributing to all our producers (members andnon-members) for a company meeting that encourages participation in MDRT.
A: MDRT and MDRT member logos may not be used in this case (the member logo is reserved forapproved members only). The company may write MDRT (in text) but may not display or use logos in thiscase.
Approvals
If you are using an MDRT logo in any production items, MDRT asks that you submit that project for thereview of MDRT staff to ensure that it adheres to these branding guidelines. Inquiries can be sent to:
MDRTmarketing@mdrt.org. You can expect a response within three business days.
MDRT Foundation Corporate Identity

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MDRT® Branding Guidelines | Company GuideFor inquiries and guidelines on usage of the MDRT Foundation logos, please contact
Foundation@mdrt.org.

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