FAQs

2021 MDRT EDGE Meeting attendance eligibility

Only approved 2021 U.S. and Canadian MDRT members are eligible to attend the MDRT EDGE. Spouses, children, relatives, friends, business associates or mentees are not permitted to attend any official functions or events.

ADA Information

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

Future MDRT Meeting Dates

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 

2022 MDRT EDGE

Orlando, Florida, USA
November 7-9, 2022

Disclaimers and Waivers

Activity and Participation Waiver

By registering for this 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 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

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:

Always place the best interests of their clients above their own direct or indirect interests.
Maintain the highest standards of professional competence by seeking to maintain and improve professional knowledge, skills and competence.
Hold in 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 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.

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 Legal 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

Members shall accept and conform to the Code of Ethics and to those rules of conduct which the Executive Committee may determine and publish for those participating in any such meeting.

Spouses, family members and friends of attendees may not be present at officially designated MDRT functions and events during the MDRT EDGE Meeting.
To receive MDRT EDGE Meeting materials, all members and special guests must register at the MDRT Meeting Registration Desk.
Giving your badge to another person for purposes of admission to any EDGE Meeting function is not permitted.
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.
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.
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.
Audio or videotape recording or still photography of all sessions, is not permitted.
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 MDRT EDGE Meeting.
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.

Health and Safety

Health and Safety Protocol Guidelines

MDRT is monitoring the health and safety protocols provided by international, federal, state and local governments and agencies as they relate to COVID-19.  All EDGE attendees, speakers, meeting vendors and MDRT staff participating in the meeting must be fully vaccinated or show proof of a negative COVID-19 test that has been administered upon individual’s arrival in Philadelphia no more than 72 hours prior to badge pick-up at the EDGE Registration Desk.  “Fully vaccinated” means that an individual has received the second dose of a two-dose vaccine series (Pfizer-BioNTech, Moderna, AstraZeneca-SK Bio) or a single dose vaccine from Johnson & Johnson/Janssen) by October 11, 2021.   Only the vaccines noted above, which have been approved by the World Health Organization (WHO) for emergency use, shall be acceptable to meet the fully vaccinated requirement.   MDRT will also be limiting the capacity of the in-person gathering to maintain safe social distancing.  

MDRT has retained the services of Vital Circle, a health care consultant, to oversee the health and safety procedures for the meeting, including COVID-19 vaccine verification. Here’s what we are doing to protect your health and peace of mind so you can enjoy the meeting and each other.

All Participants

(includes members, speakers, meeting vendors and MDRT staff)

Must sign the COVID-19 Waiver at time of registration
Must go through daily health screening and temperature checks, Regardless of vaccination status, Vaccination status may be visible on the participant’s badge.
Must adhere to safety protocols that will be established for the in-person meeting including but not limited to:  social distancing at sessions and social events, mask wearing and use of hand sanitizer stations.

Fully Vaccinated Participants

Fully vaccinated participants simply upload their proof of vaccination documents to the Vital Circle secure portal no later than October 18, 2021 for verification by Vital Circle. All digital uploads are deleted at the time of review and are not stored long term on the Vital Circle secure server. The link to the Vital Circle secure portal will be included in your meeting registration confirmation email. After your vaccination documentation has been verified by Vital Circle, you will receive an approval email directly from Vital Circle with your vaccine verification. You will then present your vaccine verification at the Vital Circle screening station located on the 5th Floor Grand Ballroom, Salon I which is adjacent to the registration area at the Philadelphia Marriott Downtown.

Non-Vaccinated Participants

Non-vaccinated participants must show proof of a negative COVID-19 test that has been administered upon their arrival in Philadelphia, no more than 72 hours prior to badge pick-up at the EDGE Vital Circle daily health check-in room which is located on the 5th Floor Grand Ballroom, Salon I, at the Philadelphia Marriott Downtown.

COVID-19 tests must be administered by a medical provider in Philadelphia, that can provide a final negative test result report.  The cost of testing is the participant’s responsibility.

For your convenience, you may choose to have Vital Circle administer your COVID-19 test on-site at the Philadelphia Marriott Downtown. There are two different options, the rapid antigen test gives results in 15 minutes (cost USD 35), and the rapid PCR test gives results in 20 minutes (cost USD 129). The cost of on-site testing will be the participant’s responsibility, and payment will be due when the test is administered. We encourage advanced registrations for your necessary COVID-19 testing needs. Appointments are available online through the Vital Circle website.

This is a very fluid time, and it is important that we all understand that health and safety protocols may change based on local, national and global circumstances.  MDRT is committed to communication and will make every effort to keep meeting participants informed of such occurrences.

 Learn more about Marriott’s Commitment to Clean and  what to expect at the Philadelphia Marriott Downtown.  If you have questions regarding your health and safety at the EDGE Meeting, please email edge@mdrt.org.

Non-Vaccinated Participants

Refunds due to COVID-19

Registered, paid attendees who are denied travel due to government restrictions or airline travel restrictions due to COVID-19 will be granted a full refund for the meeting registration fee. To begin the refund process, we will require official documentation from the government or airline regarding the COVID-19 travel restriction or proof of a positive COVID-19 test. All COVID-19 related refund requests should be sent to mdrtedge@maritz.com no later than Sunday November 7, 2021. Refund requests will not be accepted after November 7, 2021.

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