About
A professional association and community for advisors striving to achieve MDRT-level production that's available in an entirely mobile world.
In care of Stephen Stahr
Donations are NOT tax-deductible
Category
Trade Association
Financial Snapshot
FY ending 2024-12-31Financial history
222324
RevenueExpenses
Latest FY2024: $9.7M
Foreign activity (Schedule F)
Total spent abroad$653K
Foreign employees0
Foreign offices0
Foreign partnership interestNo
Foreign trust interestNo
| Region | Activity | Spent |
|---|
| CENTRAL AMERICA AND THE CARIBBEAN | — | — |
| EAST ASIA AND THE PACIFIC | — | — |
| EUROPE (INCLUDING ICELAND & GREENLAND) | — | — |
| MIDDLE EAST AND NORTH AFRICA | — | — |
| NORTH AMERICA | — | — |
| SOUTH AMERICA | — | — |
| SOUTH ASIA | — | — |
| SUB-SAHARAN AFRICA | — | — |
Address
325 W Touhy AVE
Park Ridge, IL, 60068-420
Governance
Voting board members5
Independent members5
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardYes
Compensation practices
Severance paymentsNo
Equity-based compNo
Supplemental retirement planYes
Public records
These open in a new tab. AllCiv doesn't host filings directly — these are the authoritative public-record sources.