MENTOR
AND
ASPIRANT
AGREEMENT
W
E ARE VOLUNTARILY ENTERING INTO A MENTORING RELATIONSHIP WHICH IS EXPECTED TO BENEFIT BOTH OF US
.
W
E INTEND FOR THIS TO BE A RICH
,
REWARDING
EXPERIENCE WITH MOST OF OUR TIME TOGETHER SPENT IN SUBSTANTIVE DEVELOPMENTAL ACTIVITIES
.
T
O MINIMIZE THE ADMINISTRATIVE DETAILS WE HAVE NOTED
THESE FEATURES OF OUR RELATIONSHIP
:
C
ONFIDENTIALITY
.
O
UT OF RESPECT FOR EACH OTHER AND THOSE WITH WHOM WE WORK
,
WE BOTH AGREE AND PROMISE TO KEEP CONFIDENTIAL ALL
INFORMATION CONCERNING CLIENTS
,
PROSPECTS AND REFERRALS
,
THEIR BUSINESS
,
PERSONAL AND FINANCIAL AFFAIRS
,
AND NEEDS AND OBJECTIVES
.
A
LL
FACT
-
FINDING
,
APPLICATIONS AND OTHER DOCUMENTS WILL ALSO BE KEPT CONFIDENTIAL
.
D
URATION OF RELATIONSHIP
.
I
T IS INTENDED THAT THIS
A
SPIRANT
/M
ENTOR RELATIONSHIP WILL LAST UNTIL
(
EVENT OR LENGTH OF TIME
)
_____________________________________________________________.
H
OWEVER
,
EITHER PARTY MAY TERMINATE THIS RELATIONSHIP AT ANY TIME WITH
____________________________________________
DAYS
’
WRITTEN NOTICE
.
F
REQUENCY OF MEETINGS
.
W
E INTEND TO MEET IN PERSON EVERY
_________________________________
AND HAVE PHONE CONTACT
_______________________________________________________________________________________________.
A
PPROXIMATE AMOUNT OF TIME TO BE INVESTED BY MENTOR
.
M
ENTOR AGREES TO COMMIT TO THE FOLLOWING INVESTMENT OF TIME
:
_____________________________________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________________
S
PECIFIC ROLE OF MENTOR
(
MODEL
,
GUIDE
,
OBSERVE AND GIVE FEEDBACK
,
RECOMMEND DEVELOPMENTAL ACTIVITIES
,
FACILITATE LEARNING
,
SUGGEST
/
PROVIDE RESOURCES
,
ETC
.)
____________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________________
A
DDITIONAL POINTS
_____________________________________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________________
MENTOR
AND
ASPIRANT
AGREEMENT
D
ISCLAIMER AND
R
ELEASE
.
T
HE UNDERSIGNED AGREE TO HOLD THE
M
ILLION
D
OLLAR
R
OUND
T
ABLE
(MDRT)
HARMLESS FOR ANY LOSS IN INCOME OR
PRODUCTIVITY
,
DIRECTLY OR INDIRECTLY RESULTING FROM THEIR PARTICIPATION IN THE PROGRAM
,
CONSEQUENCES OF INFORMATION AND
PROSPECT
/
CLIENT SHARING OR THE FAILURE OF OTHER PARTIES TO COMPLETE EXPECTATIONS IN TERMS OF ACTIVITY
,
SALES OR INCOME
.
MDRT
RESERVES THE RIGHT TO DISCONTINUE THE PROGRAM AT ANY TIME AND FOR ANY OR NO REASON
.
P
ARTICIPANTS WILL HAVE NO RIGHTS AGAINST
MDRT
IN SUCH EVENT
.
M
ENTORS REALIZE THAT METHODS AND TECHNIQUES TO WHICH THEY MAY EXPOSE AN
A
SPIRANT SHOULD BE ETHICAL AND IN COMPLIANCE WITH AGENCY
,
COMPANY
,
DEPARTMENT OF INSURANCE AND
NASD
GUIDELINES
.
A
SPIRANTS SHOULD NOT BE INVOLVED IN PROSPECTING OR SALES ACTIVITIES FOR
PRODUCTS FOR WHICH THEY ARE NOT LICENSED
.
M
ENTORS
’
ACTIVITIES ARE INTENDED TO SUPPLEMENT AND NOT REPLACE OR CONFLICT WITH AGENCY OR COMPANY TRAINING SYSTEMS AND PROCEDURES
.
MDRT
DOES NOT GUARANTEE TO ANY PROGRAM PARTICIPANTS THAT THEY WILL ACHIEVE ANY LEVEL OF PRODUCTIVITY OR SALES SUCCESS
.
E
ACH
A
SPIRANT
REMAINS
RESPONSIBLE TO THEIR COMPANY
,
ITS RULES
,
PROCEDURES AND FINANCING AGREEMENTS
,
THEIR AGENTS
’
CONTRACTS
,
THEIR
G
ENERAL
A
GENT
/M
ANAGER AND THEIR OWN CAREERS
.
P
ARTICIPANTS HEREBY GRANT PERMISSION FOR
MDRT
TO UTILIZE INFORMATION OBTAINED IN THE COURSE OF THE MENTORING PARTNERSHIP TO REPORT
ON AND PUBLICIZE THE EXISTENCE AND RESULTS OF THE PROGRAM
.
W
E AGREE TO A NO
-
FAULT CONCLUSION OF THIS RELATIONSHIP
,
IF FOR ANY REASON IT SEEMS APPROPRIATE
.
__X________________________________________________________
____________________________________________________
______________
M
ENTOR
P
RINT
N
AME
D
ATE
__X________________________________________________________
____________________________________________________
______________
A
SPIRANT
P
RINT
N
AME
D
ATE
_______________________________________________________________________
C
OMPANY