January• From Company Headquarters:o Coordinate with MDRT to send personalized MDRT membership
applications and certifying letters, along with cover letter ofcongratulations, to producers with 80% of MDRT qualification.
o Send supplemental list of producers (@ 80% level and above) toMDRT for additional personalized applications.
o Publish and distribute the "MDRT Minute."o Publish production requirements for the new year
o Add MDRT Production Goals Chart to company intranet so that
producers may set goals.
o Send e-mail to all producers with a monthly MDRT "Power Phrase"(these can be found at www.mdrt.org homepage).
• From Branch Office:o Send e-mail to approved members encouraging them to enroll withan aspirant into the MDRT mentoring program. Provide link to online
enrollment:
http://www.mdrt.org/membership/AboutMDRTMentoring.asp
February• From Company Headquarters:o Send e-mail to all producers as a reminder to submit MDRT
membership application materials before March 1 deadline. Remindthem to register early for the MDRT Annual Meeting once approvedfor membership.
o Send Annual Meeting Highlights DVD to each branch manager.
o Publish and distribute the "MDRT Minute."
o Send a reminder that registration for the Annual Meeting is nowopeno Consult with MDRT to find out which night(s) will be dedicated tocompany-hosted events at the Annual Meeting.
o Send e-mail to all producers with a monthly MDRT "Power Phrase"• From Branch Office:o Follow-up e-mail from company headquarters with a branch meeting
to promote MDRT membership and Annual Meeting.
o Send e-mail to 50% qualifiers, reminding them that they can attend
the Annual Meeting as part of an MDRT mentoring team with 50% of
the required production. Deadline to enroll into the mentoring
program for those that wish to attend the Annual Meeting is May 1.

March• From Company Headquarters:o Send e-mail to all agency managers promoting MDRT Annual
Meeting Manager Attendance Program.
o Publish and distribute the "MDRT Minute."
o Send e-mail to all producers with a monthly MDRT "Power Phrase"o Publish a list of producers on track for MDRT membership. Include alist of producers within 80% of being on track. Distribute both tobranch managers.
April• From Company Headquarters:o Publish and distribute the "MDRT Minute."
o Send e-mail to all producers with a monthly MDRT "Power Phrase"• From Branch Office:o Send e-mail to all MDRT members, reminding them to register for
the Annual Meeting. Remind them that Early Bird deadline expires
this month.
o Send e-mail to 50% qualifiers, reminding them that they can attend
the Annual Meeting as part of an MDRT mentoring team with 50% of
the required production. Deadline to enroll into the mentoring
program for those that wish to attend the Annual Meeting is May 1.
May• From Company Headquarters:o Send e-mail to all approved members with link to the MDRTMember Benefits brochure. Include note reinforcing the value of
MDRT membership.
o Publish and distribute the "MDRT Minute."
o Send e-mail to all producers with a monthly MDRT "Power Phrase"June• From Company Headquarters:o Send e-mail to all approved members with link to the MDRTMember Benefits brochure. Include note reinforcing the value of
MDRT membership.
o Publish and distribute the "MDRT Minute."o Host an event at Annual Meeting for company attendees.
o Send e-mail to all producers with a monhly MDRT "Power Phrase"•oFrom Branch Office:Send e-mail to all Annual Meeting attendees, reminding them to"divide and conquer." Attend separate focus sessions to maximize
information gathering for future branch meetings.

July• From Company Headquarters:o Send e-mail to all branch managers, having each begin monthly
meetings conducted by members who attended the Annual Meeting,using focus session topics.
o Publish the "MDRT Minute."o Host an event at Annual Meeting for company attendees.
o Send e-mail to all producers with a monhly MDRT "Power Phrase"• From Branch Office:o Begin the series of monthly meetings conducted by Annual Meeting
attendees, using focus session topics.
August• From Company Headquarters:o Send written letter to all producers, recognizing MDRT, Court of theTable and Top of the Table members for their success.
o Send written letter to all "Honor Roll" producers – members who
have had 15 or more years of consecutive membership withproduction.
o Publish the "MDRT Minute."
o Send e-mail to all producers with a monthly MDRT "Power Phrase"o Review and update company profile.
o Review year-end statistics available on company section.
• From Branch Office:o Conduct monthly "Annual Meeting focus session" topic meeting.
o Send an e-mail to TOT producers reminding them to register for theTOT Annual Meeting.
September• From Company Headquarters:o Send e-mail to all producers, emphasizing the "push to qualify" forMDRT membership next year – Now is the time!

ooo•
ooooooPublish a list of producers on track for MDRT membership. Include alist of producers within 80% of being on track. Distribute both tobranch managers.
Publish and distribute the "MDRT Minute."
Send e-mail to all producers with a monthly MDRT "Power Phrase"
From Branch Office:Conduct agency MDRT recruiting and promotion meeting.
Include MDRT members on question & answer panel
Show MDRT Annual Meeting Highlights DVD
Distribute recruiting materials (available from MDRT)
Distribute production report for year-to-date MDRT qualification
status.
Conduct monthly "Annual Meeting focus session" topic meeting.

October• From Company Headquarters:o Send recruiting letter and brochure to non-member producerssuggesting they get ready to apply early for next year's MDRTmembership.
o Request brochure mailing follow-up by each branch manager.
o Publish and distribute the "MDRT Minute."
o Send e-mail to all producers with a monthly MDRT "Power Phrase"• From Branch Office:o Follow-up company mailing to non-members.
o Conduct monthly "Annual Meeting focus session" topic meeting.
November• From Company Headquarters:o Send list of all eligible producers (@80% level and above) to MDRTfor bulk application processing.
o Send letter to all MDRT members notifying them that applications
have been sent to those who have been a member of MDRT in thepast two years.
o Send letter or e-mail to all producers, pushing for a strong finish tothe year. Announce that certifying letters will be sent / posted inJanuaryo Publish and distribute the "MDRT Minute."
o Send e-mail to all producers with a monthly MDRT "Power Phrase"• From Branch Office:ooFollow-up on company communication with producers reinforcing
strong finish and reminding all about certifying letters for MDRTmembership.
Send an e-mail to producers encouraging enrollment into thementoring program

December• From Company Headquarters:o Send letter from CEO to all producers with holiday wishes, asking
for a commitment to success for the new year and to become anMDRT member. Include quotes and notes from current, successfulmembers.
o Send new year production requirementso Publish and distribute the "MDRT Minute."
o Send e-mail to all producers with a monthly MDRT "Power Phrase"