http://www.mdrt.org/about/index.asp
History
In 1927, 32 extraordinary life insurance producers, each of whom had sold at least $1 million of life insurance, dreamed of a forum dedicated to fostering a high-standard, professional approach to life insurance sales and service. Founded on the belief that growth is a result of exchanging ideas, the concept was: "To receive, individuals must give."
Out of this dream emerged MDRT – an international, independent association that represents the world's best sales professionals in the life insurance-based, financial services industry.
因为以前卖的保险额很小,一年能卖1百万的总面额就很牛了,所以就有了“百万圆桌“称号的来源。现在是以每年赚的新生意佣金数来申请会员资格,各国 的要求不同. Court of Table和Top of Table就是要比基本会员的销售业绩要高不同的倍数.但卖的多的并不意味他水平高或品行好,有时就是卖的有手段,吹嘘误导非法给回扣(国人比较吃这一 套),甚至和法律搞其他的擦边球,后来被客户告要对簿公堂.
现在加拿大业绩最高的华人是多伦多的咸生林,大家上网查一下就可以看到他的具体情况.
魁省法律禁止经记在名片和广告中标榜百万圆桌会员等内容, 以免造成不当的影响,同时要注明自己的政府批准的职业头衔和办公室地址. 违反者可报告魁省金融管理局(AMF). |