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2021 MDRT Annual Meeting Virtual Event

The 2021 MDRT Annual Meeting Virtual Event is the ultimate resource for leading financial services professionals to network, learn and enhance their businesses. It is where expertise, trends and tools come to life in a unique and exciting virtual experience to create more connections, strengthen your relationships and inspire you to nurture and expand your business. 

Virtual Event Tutorial Video

Schedule at a Glance

Monday programming will begin at:
Follow these steps to check the time in your city:
Step 1: Select the city that is nearest to you.  For example, if you are in Los Angeles, California, select Chicago, USA. You will be linked to the World Clock Time Zone Converter.
Step 2: Then, add in your city to convert the time to your location.
9:00 AM
-
12:00 PM
Monday

Main Platform

  • Presidential Welcome - Ian Green, DipPFS - Presented in English Interpreted: All 12 Language
  • Go be kind: The power of human connection - Leon Logothetis - Presented in English Interpreted: All 12 Languages
  • 5 guiding principles for winning with client experience - Blake Morgan - Presented in English Interpreted: All 12 Languages
  • Break - Rishi Srivastava, CEO, Group Agency -Distribution, AIA Group, Stephen Zhang, chief distribution officer, Manulife Sinochem, Kishore Ponnavolu, president, MetLife Asia
  • Achieve the impossible - Sterling Hawkins - Presented in English Interpreted: All 12 Languages
  • Relationships:The ultimate survival tool - Ethan Zohn - Presented in English Interpreted: All 12 Languages
  • MDRT Foundation & To Write Love on Her Arms - Brian Walsh, CLU, ChFC & Jamie Tworkowski- Presented in English Interpreted: All 12 Languages
  • Break - Haidi Huang, president & CEO, Auchel World Inc./Grand Prospects Financial & Insurance Service
  • Introduction to Presidential Address - Regina Bedoya, ChFC, CLU - Presented in English Interpreted: All 12 Languages
  • Presidential Address - Ian Green, DipPFS - Presented in English Interpreted: All 12 Languages
  • A performance by Kodi Lee: "Great Balls of Fire" - Kodi Lee - Presented in English Interpreted: All 12 Languages
  • Annual Business Meeting - Ian Green, DipPFS, Ross Vanderwolf, CFP, D.Kyle Atkins, CLU, CFP - Presented in English Interpreted: All 12 Languages
  • Redefine Impossible - Keith Barry - Presented in English Interpreted: All 12 Languages
  • Day 1 Closing Remarks - Ian Green, DipPFS - Presented in English Interpreted: All 12 Languages
12:15 PM
-
1:15 PM
Monday

Court of the Table and Top of the Table Session

(for Court of the Table and Top of the Table members only)
  • Practice made (more)perfect - Mark Tibergian - Presented in English Interpreted: All 12 Languages
  • Pre-Recorded Q & A - Mark Tibergian & SimonD. Lister, DipPFS - Presented in English Interpreted: All 12 Languages
12:15 PM
-
1:05 PM
Monday

Global Services Special Session

(for MDRT Global Services members only)
  • 7 laws of self-leadership - Jason Hunt – Presented in English Only
1:30 PM
-
2:30 PM
Monday

Focus Sessions

(40 minutes & one hour sessions)
  • 1:30 p.m. – 2:15 p.m. – The power of referrals – (Joanne) Ng Ka Lee – Presented in Cantonese
  • 1:30 p.m. – 2:15 p.m. – Match Fit for selling – Andrew May – Presented in English – Interpreted in Cantonese
  • 1:30 p.m. – 2:30 p.m. – The road to Court of the Table production – Yuen Man Lung Dragon – Presented in Cantonese Live Q&A (HKT Only)
  • 1:30 p.m. – 2:15 p.m. – Succession planning for family and closely-held businesses – Jim S. Aussem, J.D., AEP – Presented in English
  • 1:30 p.m. – 2:15 p.m. – Leveling up: Mentoring for continued career growth, satisfaction and success – Lisa Z. Fain – Presented in English
  • 1:30 p.m. – 2:15 p.m. – Leading in uncertainty: Business intelligence and advisor strategies – Rodger N. Harding, BA, LLB – Presented in English
  • 1:30 p.m. – 2:15 p.m. – The power of zero – David C. McKnight – Presented in English
  • 1:30 p.m. – 2:30 p.m. – The CI toolkit – Maximizing your critical illness sales – Bhupinder S. Anand, ACII, Dip PFS – Presented in English Live Q&A (BST Only)
  • 1:30 p.m. – 2:15 p.m. – The CI toolkit – Maximizing your critical illness sales – Bhupinder S. Anand, ACII, Dip PFS – Presented in English – Interpreted in Japanese
  • 1:30 p.m. – 2:15 p.m. – A gift from MDRT legends to younger members – Caroline A. Banks, FPFS, Julian H. Good, Jr., CLU, ChFC, Philip E. Harriman, CLU, ChFC, Michelle L. Hoesly, CLU, ChFC, Kenichi Ibuki – Presented in English and Japanese – Interpreted in Japanese
  • 1:30 p.m. – 2:15 p.m. – The need for nursing care – Tamami Okuyama – Presented in Japanese
  • 1:30 p.m. – 2:15 p.m. – Leading in uncertainty: Business intelligence and advisor strategies – Rodger N. Harding, BA, LLB – Presented in English – Interpreted in Korean
  • 1:30 p.m. – 2:15 p.m. – A wise insurance life – Seok Hoon An – Presented in Korean
  • 1:30 p.m. – 2:15 p.m. – Approach D.R.E.A.M. – Soo Hyun Oh – Presented in Korean
  • 1:30 p.m. – 2:15 p.m. – MatchFit for selling – Andrew May – Presented in English – Interpreted in Mandarin
  • 1:30 p.m. – 2:15 p.m. – Redefining the life insurance team – Zuo Jun – Presented in Mandarin
  • 1:30 p.m. – 2:30 p.m. – Fight with increasing confidence and strength – Ching-Wan Chiu – Presented in Mandarin Live Q&A (HKT Only)
  • 1:30 p.m. – 2:15 p.m. – Leading in uncertainty: Business intelligence and advisor strategies – Rodger N. Harding, BA, LLB – Presented in English – Interpreted in Spanish
  • 1:30 p.m. – 2:30 p.m. – Highly productive women – Dayra Irene Chavez,Marys Stella Jacquet, Paola del Carmen Manrique Mendoza, Laura Cervantes – Presented in Spanish
  • 1:30 p.m. – 2:30 p.m. – Dreaming big – Alejandro Rivera Revuelta – Presented in Spanish Live Q&A (CDT Only)
  • 1:30 p.m. – 2:15 p.m. – The CI toolkit – Maximizing your critical illness sales – Bhupinder S. Anand, ACII, Dip PFS – Presented in English – Interpreted into Thai
  • 1:30 p.m. – 2:15 p.m. – Let it go: the secret of getting “more” – Andrea Suarez Paris – Presented in Thai
  • 1:30 p.m. – 2:30 p.m. – Sales ideas exchange with legends – Gran Ongsuwan, Pensinee Uthai – Presented in Thai
  • 1:30 p.m. – 2:15 p.m. – The CI toolkit – Maximizing your critical illness sales – Bhupinder S. Anand, ACII, Dip PFS – Presented in English – Interpreted in Hindi
  • 1:30 p.m. – 2:15 p.m. – Mission: respect, honor and dignity for insurance advisors – Himanshu Joshi – Presented in Hindi
  • 1:30 p.m. – 2:15 p.m. – Financial lessons learned from COVID-19 – Jayant Yeshwant Mahabole, MBA, Cert CII, Manish Manikchand Munot, Brijesh Kumar Patel, Khem Singh – Presented in Hindi
  • 1:30 p.m. – 2:15 p.m. – The CI toolkit – Maximizing your critical illness sales – Bhupinder S. Anand, ACII, Dip PFS – Presented in English – Interpreted in Portuguese
  • 1:30 p.m. – 2:15 p.m. – Leading in uncertainty: Business intelligence and advisor strategies – Rodger N. Harding, BA, LLB – Presented in English – Interpreted in Portuguese
  • 1:30 p.m. – 2:15 p.m. – MatchFit for selling – Andrew May – Presented in English – Interpreted in Portuguese
  • 1:30 p.m. – 2:15 p.m. – The CI toolkit – Maximizing your critical illness sales – Bhupinder S. Anand, ACII, Dip PFS – Presented in English – Interpreted in Indonesian
  • 1:30 p.m. – 2:15 p.m. – Leading in uncertainty: Business intelligence and advisor strategies – Rodger N. Harding, BA, LLB – Presented in English – Interpreted in Indonesian
  • 1:30 p.m. – 2:15 p.m. – MatchFit for selling – Andrew May – Presented in English – Interpreted in Indonesian
  • 1:30 p.m. – 2:15 p.m. – The CI toolkit – Maximizing your critical illness sales – Bhupinder S. Anand, ACII, Dip PFS – Presented in English – Interpreted in Vietnamese
  • 1:30 p.m. – 2:15 p.m. – Leading in uncertainty: Business intelligence and advisor strategies – Rodger N. Harding, BA, LLB – Presented in English – Interpreted in Vietnamese
  • 1:30 p.m. – 2:15 p.m. – MatchFit for selling – Andrew May – Presented in English – Interpreted in Vietnamese
  • 1:30 p.m. – 2:15 p.m. – The CI toolkit – Maximizing your critical illness sales – Bhupinder S. Anand, ACII, Dip PFS – Presented in English – Interpreted in Greek
  • 1:30 p.m. – 2:15 p.m. – Leading in uncertainty: Business intelligence and advisor strategies – Rodger N. Harding, BA, LLB – Presented in English – Interpreted in Greek
  • 1:30 p.m. – 2:15 p.m. – MatchFit for selling – Andrew May – Presented in English – Interpreted in Greek
  • 1:30 p.m. – 2:15 p.m. – The CI toolkit – Maximizing your critical illness sales – Bhupinder S. Anand, ACII, Dip PFS – Presented in English – Interpreted in Hebrew
  • 1:30 p.m. – 2:15 p.m. – Leading in uncertainty: Business intelligence and advisor strategies – Rodger N. Harding, BA, LLB – Presented in English – Interpreted in Hebrew
  • 1:30 p.m. – 2:15 p.m. – MatchFit for selling – Andrew May – Presented in English – Interpreted in Hebrew
2:15 PM
-
2:30 PM
Monday

ConneXion Zone Sessions

(15 minutes)
  • 2:15 p.m. – 2:30 p.m. – Diversified growth and effective planning create sustainable business – Chen Yu Chen   – Presented in Cantonese
  • 2:15 p.m. – 2:30 p.m. – Road to Top of the Table – Hau Wan Wong   – Presented in Cantonese
  • 2:15 p.m. – 2:30 p.m. – Building your business on referrals – Russell Harrison, FAFA, Dip FS   – Presented in English
  • 2:15 p.m. – 2:30 p.m. – MVP: Maximizing veteran performance – Laurie Leja, CLTC   – Presented in English
  • 2:15 p.m. – 2:30 p.m. – Reaching peak productivity through the accountability call – Nick Longo, ADFP   – Presented in English
  • 2:15 p.m. – 2:30 p.m. – 40% increase in revenue and higher client satisfaction during a pandemic – Aaron Kane, FChFP, B Bus   – Presented in English
  • 2:15 p.m. – 2:30 p.m. – Go B.I.G.: Begin in gratitude for clarity and calm – D. Kyle Atkins, CLU, CFP   – Presented in English
  • 2:15 p.m. – 2:30 p.m. – My MDRT journey – Winnie Wong   – Presented in English
  • 2:15 p.m. – 2:30 p.m. – 5 pro tips for MDRT public speaking mastery – Brad Elman, CLU, ChSNC   – Presented in English
  • 2:15 p.m. – 2:30 p.m. – How to be successful and stay happy – Hiroaki Ando   – Presented in Japanese
  • 2:15 p.m. – 2:30 p.m. – Branding and prospecting to improve client satisfaction – Wataru Susa   – Presented in Japanese
  • 2:15 p.m. – 2:30 p.m. – Whole life insurance in the era of single-person households – Junghun Suh   – Presented in Korean
  • 2:15 p.m. – 2:30 p.m. – Build confidence through life insurance contracts – Byoung Soo Jun   – Presented in Korean
  • 2:15 p.m. – 2:30 p.m. – My entire family are MDRT members – Chiuyen Cheng   – Presented in Mandarin
  • 2:15 p.m. – 2:30 p.m. – Full-protection solutions for middle-class families in the post-COVID-19 era – Ye “Effy” Feng   – Presented in Mandarin
  • 2:15 p.m. – 2:30 p.m. – Helping clients achieve their goals – Li-Ting Lin   – Presented in Mandarin
  • 2:15 p.m. – 2:30 p.m. – What’s left? – Pei-Mei Chiu   – Presented in Mandarin
  • 2:15 p.m. – 2:30 p.m. – How to build your own manual for handling objections – Daniel Armenta   – Presented in Spanish
  • 2:15 p.m. – 2:30 p.m. – Building your business on referrals – Russell Harrison, FAFA, Dip FS   – Presented in English – Interpreted in Spanish
  • 2:15 p.m. – 2:30 p.m. – Work methods that focus on good impressions – Donnapa Jitsopananont   – Presented in Thai
  • 2:15 p.m. – 2:30 p.m. – Marketing has no end – Natthaphat Silsaksom   – Presented in Thai
  • 2:15 p.m. – 2:30 p.m. – Expanding your practice through planning – Michael Heckert   – Presented in English – Interpreted in Hindi
  • 2:15 p.m. – 2:30 p.m. – Insurance as a dream guarantor for millennials – Glen Winata   – Presented in English – Interpreted in Hindi
  • 2:15 p.m. – 2:30 p.m. – Expanding your practice through planning – Michael Heckert   – Presented in English – Interpreted in Portuguese
  • 2:15 p.m. – 2:30 p.m. – Insurance as a dream guarantor for millennials – Glen Winata   – Presented in English – Interpreted in Portuguese
  • 2:15 p.m. – 2:30 p.m. – Expanding your practice through planning – Michael Heckert   – Presented in English – Interpreted in Indonesian
  • 2:15 p.m. – 2:30 p.m. – Insurance as a dream guarantor for millennials – Glen Winata   – Presented in English – Interpreted in Indonesian
  • 2:15 p.m. – 2:30 p.m. – Expanding your practice through planning – Michael Heckert   – Presented in English – Interpreted in Vietnamese
  • 2:15 p.m. – 2:30 p.m. – Insurance as a dream guarantor for millennials – Glen Winata   – Presented in English – Interpreted in Vietnamese
  • 2:15 p.m. – 2:30 p.m. – Expanding your practice through planning – Michael Heckert   – Presented in English – Interpreted in Greek
  • 2:15 p.m. – 2:30 p.m. – Insurance as a dream guarantor for millennials – Glen Winata   – Presented in English – Interpreted in Greek
  • 2:15 p.m. – 2:30 p.m. – Expanding your practice through planning – Michael Heckert   – Presented in English – Interpreted in Hebrew
  • 2:15 p.m. – 2:30 p.m. – Insurance as a dream guarantor for millennials – Glen Winata   – Presented in English – Interpreted in Hebrew
2:35 PM
-
3:35 PM
Monday

Focus Sessions

(40 minutes & one hour sessions)
  • 2:35 p.m. – 3:20 p.m. – Supercharge your personal charisma – Iam Hong Daniel Wong – Presented in Cantonese
  • 2:35 p.m. – 3:20 p.m. – The CI toolkit – Maximizing your critical illness sales – Bhupinder S. Anand, ACII, Dip PFS – Presented in English Interpreted in Cantonese
  • 2:35 p.m. – 3:35 p.m. – Connecting your team and clients with technology – Barjes R. Angulo, LUTCF, RICP – Presented in English Live Q&A (CDT Only)
  • 2:35 p.m. – 3:20 p.m. – Do what you can't – David Braithwaite, Dip PFS – Presented in English
  • 2:35 p.m. – 3:20 p.m. – Boost your sales with webinars – Miliana Marten, CFP – Presented in English
  • 2:35 p.m. – 3:20 p.m. – Cash-Value Life Insurance Strategies – Van Mueller, LUTCF – Presented in English
  • 2:35 p.m. – 3:20 p.m. – Beyond the money: Unique client engagement and deeper client relationships – Austyn Anthony Smith, Dip PFS – Presented in English
  • 2:35 p.m. – 3:20 p.m. – Boost your sales with webinars – Miliana Marten, CFP – Presented in English – Interpreted in Japanese
  • 2:35 p.m. – 3:35 p.m. – How to raise the satisfaction level of accounting firms and customers – Ryuji Matsuda – Presented in Japanese Live Q&A (HKT Only)
  • 2:35 p.m. – 3:20 p.m. – Connecting your team and clients with technology – Barjes R. Angulo, LUTCF, RICP – Presented in English – Interpreted in Korean
  • 2:35 p.m. – 3:35 p.m. – Creating and expanding the market for medical doctors via “joint work” – Hoon Joo, Eun Ji Lee – Presented in Korean Live Q&A (HKT Only)
  • 2:35 p.m. – 3:20 p.m. – The CI toolkit – Maximizing your critical illness sales – Bhupinder S. Anand, ACII, Dip PFS – Presented in English – Interpreted in Mandarin
  • 2:35 p.m. – 3:20 p.m. – 6 grapes – referral management – Qiao Tu – Presented in Mandarin
  • 2:35 p.m. – 3:20 p.m. – MatchFit for selling – Andrew May – Presented in English – Interpreted in Spanish
  • 2:35 p.m. – 3:35 p.m. – 5 ideas to close more policies without working harder – Luis Alberto Cuevas Gomez – Presented in Spanish Live Q&A (CDT Only)
  • 2:35 p.m. – 3:20 p.m. – Connecting your team and clients with technology – Barjes R. Angulo, LUTCF, RICP – Presented in English – Interpreted into Thai
  • 2:35 p.m. – 3:20 p.m. – Enrich yourself for bigger clients – Tham Wongsankakorn – Presented in Thai
  • 2:35 p.m. – 3:20 p.m. – Connecting your team and clients with technology – Barjes R. Angulo, LUTCF, RICP – Presented in English – Interpreted in Hindi
  • 2:35 p.m. – 3:20 p.m. – Mental toughness for business success – Amber S. Arondekar – Presented in Hindi
  • 2:35 p.m. – 3:20 p.m. – Connecting your team and clients with technology – Barjes R. Angulo, LUTCF, RICP – Presented in English – Interpreted in Portuguese
  • 2:35 p.m. – 3:20 p.m. – Boost your sales with webinars – Miliana Marten, CFP – Presented in English – Interpreted in Portuguese
  • 2:35 p.m. – 3:20 p.m. – Connecting your team and clients with technology – Barjes R. Angulo, LUTCF, RICP – Presented in English – Interpreted in Indonesian
  • 2:35 p.m. – 3:20 p.m. – Boost your sales with webinars – Miliana Marten, CFP – Presented in English – Interpreted in Indonesian
  • 2:35 p.m. – 3:20 p.m. – Connecting your team and clients with technology – Barjes R. Angulo, LUTCF, RICP – Presented in English – Interpreted in Vietnamese
  • 2:35 p.m. – 3:20 p.m. – Boost your sales with webinars – Miliana Marten, CFP – Presented in English – Interpreted in Vietnamese
  • 2:35 p.m. – 3:20 p.m. – Connecting your team and clients with technology – Barjes R. Angulo, LUTCF, RICP – Presented in English – Interpreted in Greek
  • 2:35 p.m. – 3:20 p.m. – Boost your sales with webinars – Miliana Marten, CFP – Presented in English – Interpreted in Greek
  • 2:35 p.m. – 3:20 p.m. – Connecting your team and clients with technology – Barjes R. Angulo, LUTCF, RICP – Presented in English – Interpreted in Hebrew
  • 2:35 p.m. – 3:20 p.m. – Boost your sales with webinars – Miliana Marten, CFP – Presented in English – Interpreted in Hebrew
3:20 PM
-
3:35 PM
Monday

ConneXion Zone Sessions

(15 minutes)
  • 3:20 p.m. – 3:35 p.m. – Technology is a gift – Yat Hin “Sunny” Hung   – Presented in Cantonese
  • 3:20 p.m. – 3:35 p.m. – Business practice breakthroughs during challenging times – Ling Ho   – Presented in Cantonese
  • 3:20 p.m. – 3:35 p.m. – Go B.I.G.: Begin in gratitude for clarity and calm – D. Kyle Atkins, CLU, CFP – Presented in English – Interpreted in Cantonese
  • 3:20 p.m. – 3:35 p.m. – Referrals: What you do before and after the sale makes all the difference – Brad Myers   – Presented in English
  • 3:20 p.m. – 3:35 p.m. – All we need is connection – Sofia Zervoudaki   – Presented in English
  • 3:20 p.m. – 3:35 p.m. – Find new prospects using cutting-edge technology – Panagiotis Leledakis, LUTCF, IRMA   – Presented in English
  • 3:20 p.m. – 3:35 p.m. – Adversity, perseverance and success – Matthew Charles Collins   – Presented in English
  • 3:20 p.m. – 3:35 p.m. – The widow's plight – Robert Bob Gordon, FICS   – Presented in English
  • 3:20 p.m. – 3:35 p.m. – 49 boxes to successful tracking and time management – James Jiahao Yang, CFP   – Presented in English
  • 3:20 p.m. – 3:35 p.m. – Creating advocates – Yoshito Tsukahara   – Presented in Japanese
  • 3:20 p.m. – 3:35 p.m. – Make industry transformations – Shintaro Hata   – Presented in Japanese
  • 3:20 p.m. – 3:35 p.m. – Turning a remote work environment into new levels of productivity – David Appel, CLU, ChFC – Presented in English – Interpreted in Japanese
  • 3:20 p.m. – 3:35 p.m. – How the MDRT Mentoring Program can benefit you – Su Kyung Nam   – Presented in Korean
  • 3:20 p.m. – 3:35 p.m. – How to become a top producer using virtual platforms – Chul Kang   – Presented in Korean
  • 3:20 p.m. – 3:35 p.m. – Recruiting new members while developing personal marketing – Wei Wang   – Presented in Mandarin
  • 3:20 p.m. – 3:35 p.m. – The sales logic of high value life insurance – Shaohua Zeng   – Presented in Mandarin
  • 3:20 p.m. – 3:35 p.m. – Be an active learner – Su Mei Lai   – Presented in Mandarin
  • 3:20 p.m. – 3:35 p.m. – Lead your business with culture – Yuhuan Xing   – Presented in Mandarin
  • 3:20 p.m. – 3:35 p.m. – The importance of visualizing to fulfill goals – Maria Fernanda Calva Villalon   – Presented in Spanish
  • 3:20 p.m. – 3:35 p.m. – Insurance as a dream guarantor for millennials – Glen Winata   – Presented in English – Interpreted in Spanish
  • 3:20 p.m. – 3:35 p.m. – Creating a client market through online media – Natt Supanatkullanan   – Presented in Thai
  • 3:20 p.m. – 3:35 p.m. – Explore the best in you – Amnat Ratanabanyat   – Presented in Thai
  • 3:20 p.m. – 3:35 p.m. – Creating successful study groups – S Indresh Kumar Jain – Presented in English – Interpreted in Hindi
  • 3:20 p.m. – 3:35 p.m. – Go B.I.G.: Begin in gratitude for clarity and calm – D. Kyle Atkins, CLU, CFP – Presented in English – Interpreted in Hindi
  • 3:20 p.m. – 3:35 p.m. – Creating successful study groups – S Indresh Kumar Jain   – Presented in English – Interpreted in Portuguese
  • 3:20 p.m. – 3:35 p.m. – Go B.I.G.: Begin in gratitude for clarity and calm – D. Kyle Atkins, CLU, CFP   – Presented in English – Interpreted in Portuguese
  • 3:20 p.m. – 3:35 p.m. – Creating successful study groups – S Indresh Kumar Jain   Indonesian
  • 3:20 p.m. – 3:35 p.m. – Go B.I.G.: Begin in gratitude for clarity and calm – D. Kyle Atkins, CLU, CFP   Indonesian
  • 3:20 p.m. – 3:35 p.m. – Finding success in volatility – Nguyen Thi Van   – Presented in Vietnamese
  • 3:20 p.m. – 3:35 p.m. – Creating successful study groups – S Indresh Kumar Jain   – Presented in English – Interpreted in Vietnamese
  • 3:20 p.m. – 3:35 p.m. – Go B.I.G.: Begin in gratitude for clarity and calm – D. Kyle Atkins, CLU, CFP   – Presented in English – Interpreted in Vietnamese
  • 3:20 p.m. – 3:35 p.m. – Creating successful study groups – S Indresh Kumar Jain   – Presented in English – Interpreted in Greek
  • 3:20 p.m. – 3:35 p.m. – Go B.I.G.: Begin in gratitude for clarity and calm – D. Kyle Atkins, CLU, CFP   – Presented in English – Interpreted in Greek
  • 3:20 p.m. – 3:35 p.m. – Creating successful study groups – S Indresh Kumar Jain   – Presented in English – Interpreted in Hebrew
  • 3:20 p.m. – 3:35 p.m. – Go B.I.G.: Begin in gratitude for clarity and calm – D. Kyle Atkins, CLU, CFP   – Presented in English – Interpreted in Hebrew
5:30 PM
-
6:15 PM
Monday

Main Platform Evening Session

  • Fireside Chat with Simon Sinek & Ian Green – Simon Sinek & Ian Green, DipPFS – Presented in English – Interpreted into all 12 languages
Note:  Schedule is subject to change.

On Demand Access

Sessions will be accessible in the On Demand Library June 9 – July 9, 2021
8:00 AM
-
8:45 AM
Tuesday

Special Session

9:00 AM
-
12:00 PM
Tuesday

Main Platform & MDRT Speaks

12:15 PM
-
12:45 PM
Tuesday

Special Session

12:15 PM
-
1:00 PM
Tuesday

Global Services Special Session

(for MDRT Global Services members only)
1:30 PM
-
2:30 PM
Tuesday

Focus Sessions

(40 minutes & one hour sessions)
2:15 PM
-
2:30 PM
Tuesday

ConneXion Zone Sessions

(15 minutes)
2:35 PM
-
3:35 PM
Tuesday

Focus Sessions

(40 minutes & one hour sessions)
3:20 PM
-
3:35 PM
Tuesday

ConneXion Zone Sessions

(15 minutes)
Note:  Schedule is subject to change.

On Demand Access

Sessions will be accessible in the On Demand Library June 9 – July 9, 2021
8:00 AM
-
9:00 AM
Wednesday

Special Sessions

9:00 AM
-
12:00 PM
Wednesday

Main Platform & MDRT Speaks

Note:  Schedule is subject to change.

On Demand Access

Sessions will be accessible in the On Demand Library June 9 – July 9, 2021

Program

Content is delivered through a variety of session formats, each designed to deliver information that is relevant, innovative and inspirational.

Main Platform

MDRT is recognized throughout the industry for its impressive  Main Platform sessions. Each day’s Main Platform program features engaging  speakers on topics relevant to financial services, sales strategies, business  practices and work-life balance.

MDRT Speaks

A highlight of the Main Platform program, this segment features MDRT members sharing innovative and creative business concepts in a powerful, fast-paced format.  Come away with ideas to improve your productivity, client engagement strategies and business practices.

Focus Sessions

Member and nonmember industry experts and thought leaders share knowledge in a variety of categories including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology, fees and work-life balance. 

View Speakers

ConneXion Zone®

With an innovative array of offerings, the Virtual ConneXion Zone features more than 50 quick-hit sessions, presented in seven different languages. Get immediate takeaways and learn cutting-edge ideas to implement in your daily practice.  

View Speakers

MDRT Global Services Members

Attend the 2 exclusive sessions developed specifically for field and home office leaders. Attend, connect and take your leadership to the next level! (not translated into languages)

Court of the Table and Top of the Table

Enhance your Annual Meeting experience with special content for Court of the Table and Top of the Table members.   

Special Sessions

Morning and Lunchtime bonus sessions with Main Platform caliber speakers. These sessions are designed for a deeper exploration of relevant topics or a focus on skill development. 

   On Demand Program

    Your registration provides you on demand access to event content, from June 9 to July 9, 2021.

Register today to access all the informational, educational and motivational content the MDRT Annual Meeting has to offer — on your schedule, from wherever you are, whenever it is convenient for you!

Speakers

Main Platform, COT/TOT, MDRT Speaks and Special Sessions are presented in English and interpreted into all languages
Keith Barry
Keith Barry
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Regina Bedoya, ChFC, CLU
Regina Bedoya, ChFC, CLU
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John Coyle
John Coyle
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Ian Green, DipPFS
Ian Green, DipPFS
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Carla Harris
Carla Harris
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Sterling Hawkins
Sterling Hawkins
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John Henry
John Henry
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Chad Hymas
Chad Hymas
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Phil M. Jones
Phil M. Jones
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Carol Kheng, ChFC
Carol Kheng, ChFC
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Kodi Lee
Kodi Lee
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Leon Logothetis
Leon Logothetis
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Muniba Mazari
Muniba Mazari
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Blake Morgan
Blake Morgan
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Torin Perez
Torin Perez
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Tom Rinaldi
Tom Rinaldi
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Randy Scritchfield, CFP, LUTCF
Randy Scritchfield, CFP, LUTCF
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Simon Sinek
Simon Sinek
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Jamie Tworkowski
Jamie Tworkowski
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Ross Vanderwolf, CFP
Ross Vanderwolf, CFP
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Brian Walsh, CLU, ChFC
Brian Walsh, CLU, ChFC
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Ethan Zohn
Ethan Zohn
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D. Kyle Atkins, CLU, CFP
D. Kyle Atkins, CLU, CFP
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H. Richard Dobson Jr, CFP
H. Richard Dobson Jr, CFP
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Chris George, CFP, TEP
Chris George, CFP, TEP
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Karl Hartey
Karl Hartey
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Cherian Panavila John, MBA, FAIQ (CII)
Cherian Panavila John, MBA, FAIQ (CII)
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Laurie A. Leja, CLTC
Laurie A. Leja, CLTC
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Miliana Marten, CFP, AEPP
Miliana Marten, CFP, AEPP
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Curtis Matlin, CLU, ChFC
Curtis Matlin, CLU, ChFC
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Juli Y. McNeely, CFP, CLU
Juli Y. McNeely, CFP, CLU
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Janet N. Ng, FChFP, CEPP
Janet N. Ng, FChFP, CEPP
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Tomas Ohannessian, CFP
Tomas Ohannessian, CFP
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Izumi Osada
Izumi Osada
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Hu Mong Siem (Esther)
Hu Mong Siem (Esther)
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Adam A. Solano, CRPC
Adam A. Solano, CRPC
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Tse Lap Yee Stanley
Tse Lap Yee Stanley
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Nadia Wijatno, CLU, ChFC
Nadia Wijatno, CLU, ChFC
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Cheng Huann Yeoh ChFC CLU
Cheng Huann Yeoh ChFC CLU
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Yeoh Tan Fung Jenny, RFP
Yeoh Tan Fung Jenny, RFP
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Saundra Dalton-Smith
Saundra Dalton-Smith
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Carmine Gallo
Carmine Gallo
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Neil Pasricha
Neil Pasricha
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Neha Sangwan, MD
Neha Sangwan, MD
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Mark Tibergien
Mark Tibergien
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Simon Lister, DipPFS
Simon Lister, DipPFS
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Ryan Avery
Ryan Avery
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Jason Hunt
Jason Hunt
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Registration

Advance Registration

March 29 – May 12, 2021
USD
250
(All funds must be in U.S. dollars (USD). 
Registrations are nonrefundable for this event.  On Demand content is included within your registration rate and will be available June 9-July 9, 2021.

General Registration

May 13 –July 9, 2021
USD
350
(All funds must be in U.S. dollars (USD). 
Registrations are nonrefundable for this event.  On Demand content is included within your registration rate and will be available June 9-July 9, 2021.

Registration Information

The 2021 MDRT Annual Meeting Virtual Event will take  place June 7–9. Registration is open to approved  2021MDRT members, MDRT Mentees currently enrolled in the Mentoring  Program, MDRT Global Services members, Agency  Managers and MDRT Academy members.
The Virtual Event is a unique blend of:
  • A curated schedule of speakers created by MDRT members 
  • The energy and tradition of an MDRT Annual Meeting
  • The opportunity to connect and interact with MDRT members from around the world 
Your registration fee also includes access to robust On Demand content that is viewable at your convenience June 9 – July 9, 2021. You can:  
  • Explore sessions on the topics that interest you 
  • Revisit the content from the Virtual Event week 
Registrations will be accepted through July 9, 2021, which is the last day that On Demand content is accessible.     
Registration Questions 
Maritz Global Events manages registration for the Virtual Event. Contact Maritz regarding questions about your registration: 
Phone: +1 (469) 513-9344 

Networking Opportunities

The 2021 MDRT Annual Meeting Virtual Event is a unique opportunity to meet and connect with like-minded people from all over the globe. You will build meaningful relationships with industry leaders who will foster growth in your professional career. 

Peer-to-peer video chat

Communicate  one-on-one with your peers from all around the world. Discuss important  subject matter and learn from top-performing industry professionals. After  building your virtual profile, expand your circle of expertise by interacting  with other members via live chat, direct messaging  and peer-to-peer video calls*. It is important that you opt in  during the onboarding process to participate in all engagement features  within the platform and be seen in the attendee list.

*Each attendee will be eligible for two, 15-minute video calls per day, June 7 -9.

People to meet

Grow  your network by connecting directly with professionals who have the knowledge  to address your top priorities. When you answer the three  matchmaking questions during registration, you will be matched with like-minded People  to Meet. You will find these connections in  the Networking tab within the platform. Make connections that  really matter!

Share and Grow 

Join  your MDRT Community, where sharing empowers growth. Share your insights on  the Virtual Event Social Wall, follow the MDRT Facebook page, and join us on  social media using #2021MDRTAM.Smile in style by using our NEW virtual  photo booth, located in the Networking tab. Photos from the photo  booth can be uploaded onto theVirtual Event Social Wall, if  you desire.

Register
Now