2024 MDRT Annual Meeting

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DAYS to go
June 9–12, 2024
Vancouver, British
Columbia, Canada
100+ Speakers
120+ Sessions 
DAYS to go
June 9–12, 2024
Vancouver, British Columbia, Canada
100+ Speakers
120+ Sessions 

Simultaneous interpretation

It is important to note that all Annual Meeting attendees should bring their personal devices – smart phone, tablet or laptop, as well as ear buds – each day to meeting sessions. Main Platform, a variety of Focus Sessions and Special Sessions will be simultaneously interpreted in select languages.

  • Hear from captivating speakers who inspire.
  • Network with like-minded professionals from all over the world to gain fresh perspectives that fuel innovation.
  • Take your skills to the next level as you immerse yourself in sessions designed to empower your personal and professional growth.
  •  Lock in best practices to bring back to your workplace so you and your business thrive.
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Read about the topics explored at this year’s meeting on the . Be inspired by creative business concepts, learn specialized information from world-class speakers and discover new ways to expand your career.


The 2024 MDRT Annual Meeting and its official hotels will be in one of the most beautiful cities in the world — Vancouver. , discover and get a flavor of everything this incredible destination has to offer.

Jim Kwik

Jim Kwik is an internationally acclaimed authority on brain optimization, memory improvement and accelerated learning. As a New York Times and Wall Street Journal bestselling author, he has equipped countless people with tools for unparalleled productivity, personal transformation and professional triumph — including brain nutrition, brain types and how AI will impact our daily lives. Industry giants such as Google, Virgin Atlantic, Nike, SpaceX and 20th Century Studios, along with institutions like Harvard University and the United Nations, have embraced his methodologies.

Amy Jo Martin

Amy Jo Martin is the founder and CEO of Renegade Global, a human innovation company that unlocks positive disruption for both individuals and corporations. She is a bestselling author, keynote speaker, educator, investor and host of the podcast “Why Not Now?” Martin has provided thousands of people with the tools they need to immediately turn their ideas into action and has worked closely with world-renowned brands, such as Hilton Worldwide Holdings Inc., Nike, Shaquille O’Neal and Dell. She also founded one of the first digital agencies, pioneering online personal branding as we know it today.

Max Major

Max Major is a world-renowned mentalist living in Las Vegas, Nevada, USA. Relying heavily on his skills at reading body language, which he has honed over the course of 3,500 live shows, Major’s performances showcase real-life Jedi mind tricks. In addition to being the breakout star of the 15th season of “America’s Got Talent,” he is the most followed mentalist on the planet, with his video on how to read the minds of strangers surpassing 1 billion views in 2022. His clients include Facebook, Microsoft Corporation and Google, and he has demonstrated his innovative techniques in body language, hypnosis and influence multiple times before Department of Defense intelligence agencies.

Gino Wickman

Gino Wickman created the Entrepreneurial Operating System (EOS), a practical method for leading businesses to greatness. An entrepreneur since he was 21, Wickman had an obsession for learning what makes businesses thrive and set out to help leaders get what they want out of their businesses. He has delivered more than 2,000 full-day sessions for more than 135 companies, showing them how to implement the EOS, and has authored the bestselling book “Traction: Get a Grip on Your Business.”

2024 Annual Meeting travel applications for Vancouver may take up to six months.
Please start your visa, electronic travel authorization (eTA) and passport applications today.

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11 a.m. - 6 p.m.
Registration Open
11 a.m. - 5 p.m.
ConneXion Zone Open

(no sessions this day)

11 a.m. – 4 p.m.
MDRT Foundation Booth Open
11 a.m. – 5 p.m.
MDRT Store and Member Benefits Hub Open
4:30 - 5:30 p.m.
PGA Volunteer Kickoff and Task Force Breakouts
Note:  Schedule is subject to change.


9 a.m. - 6:30 p.m.
Registration Open
10 a.m. - 5 p.m.
ConneXion Zone Open

(Sessions begin at 11 a.m.)

Ponlacha Rojlertjanya and Kanyarat Yommana

How to create new markets online and offline

Magali Bernal

Customizing your service for the needs of your market

Nobuyuki Fukumoto

Uncovering hidden stains: A journey to consistent Top of the Table production

Edwin Rodrigo Aguilar Valdez

Turning a cold market into a warm market in 20 seconds

Hozumi Hanada, LUTCF

Understanding life insurance in the U.S.

Jennifer P. Mann, MBA, CFP

Trust matters: The art of connecting with clients

Lizzette Castillo Martell

From family chaos to becoming my full and structured self

Li-Ping Chang

Begin with the end in mind and become your client’s only trusted full-service advisor

Natchanan Nanthapongpokin and Ratthanan Nanthapongpokin

Achieving work-life balance and continued MDRT

Alexandra de Jesus Garcia Yanez

How to sell 100 policies and then travel for six months each year

Woong-bae Kim

Master your performance by mastering your attitude

Ravi P. Rajpal

Annual reviews that lead to loyalty, referrals and sales

Kris Amliwala, FPFS

Designing true wealth

Chulaporn Chaimontree

Building and growing your target market

Tae-sik Park

Questions that create client satisfaction during retirement planning

Floriano Alencar

Finding insurance solutions for international clients

Pei Chun Hsieh

Attracting and engaging with exclusively online clientele

Ngaongam Kunphai

Present, close and protect in only an hour

Lizbeth Lara Santacruz

The power of connections: Generate a perpetual network of prospects

Zinc Goh Zhi Yin

5-3-1 formula to closing from the opening

Dr. Susan Biali Haas, Delia Brimmer, Vanessa Y. Bucklin, MBA, CLU, Mark D. Olson, CFP, MSFS, and Ted Rusinoff

MDRT Book Club: Q&A with “The Resilient Life” author Dr. Susan Biali Haas

Yu-Chun Chen

How to effectively discuss and establish health-related insurance coverage

Alfonso Jorge Orozco Hernandez, CLI

Providing exceptional service in the digital age

Sky Chen Wei

Helping clients understand the living benefits of insurance

Pei Mei Chiu

Achieve your dream with the power of teamwork, and qualify for MDRT

Alessandro M. Forte, FCII, CFP

How to get multiple referrals from every client

Satoshi Ishii

Insurance agent rather than salesman

Guy Mankey

Ideas to help get YOU to the Top of the Table

Nobuyuki Ishikawa

Investment is a great insurance policy

Hsiao-Yin Lu

Quality service requires successful claims settlement

Pawel F. Skotnicki

How to naturally start a meeting with a client

10 a.m. - 5 p.m.
MDRT Store and Member Benefits Hub Open
10 a.m. – 6 p.m.
MDRT Foundation Booth Open
12:30 - 3 p.m.
Court of the Table and Top of the Table Program and Reception

(Exclusively for 2024 Court of the Table and 2024 Top of the Table members)

Steve Backley and Roger Black

Accessing the champion in all of us

3 - 4 p.m.
Launch to Excellence

Regina Bedoya, CLU, ChFC, Tony Gordon, and Thian Lung Jong

Launch to Excellence

5:30 - 7 p.m.
Main Platform

Alex Boyé

Change your words, change your life

Ian Green, Dip PFS

Add, multiply, subtract

Zack Kass

Yohei Tomita

Identifying what makes you unique as an advisor

Joel Zeff

Brain Break

Note:  Schedule is subject to change.


7 a.m. - 4 p.m.
Registration Open
8 - 11 a.m.
Main Platform

Diana Chao

Dear stranger: Fostering connection and support by writing to strangers

Gregory B. Gagne, ChFC

Presidential Address


Five proven ways to build a Top of the Table practice

Jim Kwik

Supercharge your brain to learn faster and remember more 

Andrew C. Lord, CLU, ChFC

MDRT Foundation

Elke Rubach, LL.M., CLU

Prioritizing human interaction in an increasingly artificial, technologically driven world

Gino Wickman

The 10 disciplines to free and maximize your energy

Tham Wongsankakorn

Connect with high-net-worth clients to elevate your practice

Dr. Susan Biali Haas

The resilient life: Reducing stress and burnout in today’s wild world

11 a.m. - 5 p.m.
ConneXion Zone Open

(Sessions begin at 11:30 a.m.)

Akkachai Chatchawalsakul, Donnapa Jitsopananont, Pichandech Kemped and Eakasak Narksakul

Achieving MDRT Life membership

Pui Ka Lam, Hunter Lord, CFP, Kevin Reidinger and Naixin Zhao

The next generation of young advisors

Sun-young Kim

Serving older clients through open-door, face-to-face meetings

Masakazu Shigemori

Are you working at what you love and are good at? Develop HNW clients by using your strengths!

Togo Kimura

Existing contract marketing that leads to results

Joo-hwan Lee

How to develop client trust that leads to retention

Jesus Rodrigo Alfaro Gutierrez

How becoming a better person led me to become a better advisor

Yi-Jean Lin, CIAM, FChFP

What you can learn and teach through the MDRT Mentoring Program

Hiroshi Maeda

Principles and practices learned from “The Seven Habits of Highly Effective People”

Aurora L. Tancock, FLMI, CFP

Building trust by fostering strong client relationships

Christian Thomas Carpizo Vazquez Sr.

9 steps to increase your sales with the same customer base

Matthew T. Hoesly, CFP, ChFC

Top of the Table before 40

Jim Kwik

Q&A with Main Platform Speaker Jim Kwik

Xiaohu Liu

Gaining personally and professionally from the MDRT Whole Person concept

Katy Baxter, Dip PFS and Catherine Gough, FPFS

Tips from the top

Ying Qi Carrie Chee

Engage clients effectively and expand your case size

Yohei Tomita

Deeper Dive with Main Platform speaker Yohei Tomita

Chin Ti Chien, Yi-Jean Lin, CIAM, FChFP, Wang Lu and Li Zeng

A different kind of leadership

Aree Burapapunjakul

Building efficiency and sustainability in your business

Imelda Xochitl Padilla

Having the balanced life we all dream of

Joon Sik Choi

The power of the check-in call

Shusaku Tezuka

How hobby-driven referrals led to 800 consecutive weeks of strong results

Shane E. Westhoelter, AEP, CLU

What words to use — and not use — to build client trust

Saad Anthony Baksh, BSc

Be the best version of you!

Kathleen R. Benjamin, CFP, CPA

Building a team with the right qualities, the right scores and the right training

Timothy Daniel Clairmont, MSFS

Digital avatars: Revolutionizing financial advisory services

Hsiu-chung Hsu

Tips to help clients understand the value of financial planning

Regina Bedoya, CLU, ChFC, Jennifer P. Mann, MBA, CFP and Ana Sofia Rodriguez, MBA

Special challenges for female leaders

John R. Benton, ChFC, CLTC and Stephen Kagawa, FSS, LUTCF

Tips from the top

Mark P. Brunelle

Overlooked opportunities within your existing clients

Salvador Perez Mendez

Professional development through kindness, empathy and trust

Yen Wei Nee

Optimize customer service and practice it with heart

Krits Pitimana-aree, LUTCF, ChLP

How to qualify as an MDRT Life member

Jun Shimizu

Swimming in the blue ocean: How to maximize your strengths

Tham Wongsankakorn

Deeper Dive with Main Platform speaker Tham Wongsankakorn

11 a.m. - 5 p.m.
MDRT Store, MDRT Foundation Booth and Member Benefits Hub Open
11:30 a.m. - 1 p.m.
Special Session Luncheon

(Prepaid ticketed event, at additional cost at time of registration. Session presented in English only. No interpretation will be offered.)

Ethan Mollick

From  disruption to opportunity: Embracing the AI revolution

1:30 - 2:30 p.m.
Focus Sessions

Chris George CFP, TEP, Natalie Sarah Hales, Brian Joseph Haney CFS, CLTC, Matt K. Halloran

Niche power: Elevating your marketing strategy

Kentaro Asai

How to make time for your work and your family

David Braithwaite, Dip PFS

Leveraging media opportunities to establish expertise and enhance your business

Sammi Chang

Unleash leadership potential through generational psychology

Neha Prasad Doiphode, MBA

Forging lasting bonds: Why advisors should volunteer with service organizations

Matt K. Halloran

Niche power: Elevating your marketing strategy

Seonghun Jo

How to create an automated IT-based sales process

Alain Quennec, CFP, CIM

Create personal financial organizers to manage client relationships

Ana Sofia Rodriguez, MBA

Breathe, undertake and sell

Pitchaya Watcharakan, CFP, MBA

Sell without selling

1:30 - 2:30 p.m.
MDRT Center for Field Leadership Session

(Exclusively for MDRT Center for Field Leadership members. Session presented in English only. No interpretation will be offered.)

Tim Boyle, Fabian Weng Tuck Chan, ChFC/S, B.ENG, Joyce Chan, Angela Daniela Malagon Beaven

Gen Z — From recruiting to retaining

3 - 4/4:30 p.m.
Focus Sessions

Ross Bernstein, CSP, CPAE, Alessandro M. Forte, FCII, CFP

Secrets revealed: Learn practical takeaways from the best

D. Kyle Atkins CLU, CFP, Caroline A. Banks FPFS, Mark J. Hanna CLU, ChFC, Ross Vanderwolf CFP

Attaining and maintaining Top of the Table production

Vanina Paola Cruz, Caio Henrique Guidugli Cunha, Dulce Maria Zamora Davila, Mariant Carolina Navarro Protzel, Samir Chaman Sabag, CLI, FPC, Jazmin Eliana Vasquez

Key strategies: The secrets of the greatest Latin American experts

Attathapong Lao-ananchai, Pimlada Thanusakdumrong, Piyamon Wongthianchai

Panel discussion: The power of niche marketing

Nikki Peilin Chen

Cutting-edge communication techniques with clients and breaking through performance limits

Sheri Fitts

Refining your brand for a rapidly changing world

Alessandro M. Forte, FCII, CFP

Secrets revealed: Learn practical takeaways from the best

Sunil Nandlal Hassija

Reframe your marketing to build relationships

Takahiro Izuki

Leading the future of asset management

Atthapong Lao-ananchai

Panel discussion: The power of niche marketing

Young II Lee

How to most concisely communicate the ways you can help

Panos Leledakis, LUTCF

Skyrocket your production and reputation with AI and advanced technologies

3 – 4 p.m.
MDRT Center for Field Leadership Session

(Exclusively for MDRT Center for Field Leadership members. Session presented in English only. No interpretation will be offered.)

Bryan Phang, BBA, AEPP

Practical steps to achieve an MDRT Culture of Excellence Award

4 – 5:30 p.m.
MDRT Center for Field Leadership Reception and Awards Ceremony

(Exclusively for MDRT Center for Field Leadership members)

5 - 6 p.m.
Quarter Century Club

(Exclusively for MDRT members with 25+ years of membership)

5:30 - 6:30 p.m.
Top of the Table Reception

(Exclusively for 2024 Top of the Table members)

Note:  Schedule is subject to change.


7:30 a.m. - 4 p.m.
Registration Open
8 - 11 a.m.
Main Platform

Ian Green, Dip PFS and Tim Grover

Main Platform Conversations

Wave Chow Wing Kai

The sailboat concept

Karen Eber

Make your story perfect

Brandon Farbstein

10 feet tall: Your difference is your superpower

Carol Kheng, ChFC

Incoming Presidential Address

Jennifer P. Mann, MBA, CFP

From chaos to control: Organizing savings for success

Jamie McIntyre, CFP

Ditch the budget and give your clients the gift of a spending plan

11 a.m. - 5 p.m.
ConneXion Zone Open

(Sessions begin at 11:30 a.m.)

Stephen Kagawa, FSS, LUTCF

A prospecting technique that can take you to Top of the Table

Sittichai Kallayasiri

Opening HNW clients' minds to your recommendations

Hua-Yu Kao

How to create ease and clarity for clients

Se-hyuk Lee

Build your own niche market

Timothy Daniel Clairmont, MSFS, Panos Leledakis, LUTCF and Paresh B. Shah, CFP

AI for beginners

Alain Pérez Munoz

Connecting with millenials: Keys to a successful sale

Mongkol Tangmannaikit

The shortcut to success is hard work

Hea-young Youn

Single mother of three, annual salary of 300 million won

Yuichiro Nakamura

Fact-finding to build strong relationships

Gustavo Rojas Ramirez

Self-reflection on the path to quality and performance

Kathleen R. Benjamin, CFP, CPA, David C. Blake, Ted Rusinoff and Cheng Huann Yeoh, ChFC, CLU

Being a boss

Othniel Duncombe

Identifying buying signals

Juana Lilia Martinez Ortiz

How I got 700 referrals in 1 year

Yusuke Mizuguchi

Driving communication with tax accountants

Ling-Shan Lin

Discuss insurance using Maslow's demand theory

Edit Martonosi

Spirit, sport, strategy: Applying the marketing from top athletes’ brands to financial services

Elke Rubach, LL.M, CLU

How charging for a financial plan grows not just sales but connection to your clients

Carla Brown, FPFS, CFP, Asvin Chauhan, MIFP, Dip FA and Adrian George, CFP, TEP

Niche marketing 101

We-Cheng Lin

Using the Whole Person concept to help others realize their dreams

Douglas Eugene Owens, LUTCF

Mastering the use of drawings to simplify complex ideas

César Arturo Sepúlveda Garza, LUTCF, FSCP

Building communication and trust for long-term relationships with clients

José Sánchez Lopez, MBA

5 strategies to get endless referrals without asking for them

Yi Chun Liu

Encouraging high performance by building a unified staff

George B. Sigurdson, CLU

How to effectively present financial planning buckets

Brian Moran

Q&A with Lunch Session speaker Brian Moran

Victor D. Reyes, CLU, ChFC

Create motivation and goal setting to reach Top of the Table

Erika Silva Velasco, CLI, FSCP

Tips to move from first-time member to MDRT Life member

Chiung-Yu Su

Unique and customized policy planning that is anything but artificial

David C. Blake, Yolie Aleman-Rodriguez and Tom E. Sunny, CFP, CLU

How the MDRT Academy can elevate your practice

Shawn Bellefeuille, CFP, CLU

Bridging the gap between online and offline marketing

Brandon Farbstein

Q&A with Main Platform speaker Brandon Farbstein

Bryson Milley, CFP, CIM

Valuable takeaways from MDRT's Business Performance Analysis

Peetitorn Chapradit and Pichandech Kemped

Leveraging insights from the CFP model in unexpected ways

Brandon Heckert, CFP, AAMS

Increased production and client satisfaction through goal-centric financial planning

Kusuo Yamaguchi

Importance of life insurance in inheritance planning

Freda Yeh

Use 3W in your practice, achieve self and team success with MDRT

Svetlana Plitin

From zero to hero: Simple steps to achieve success and balance

Tomoshige Yamamoto

Life planning for business owners: Understanding your options

Qian Zhou

The 726 rule for regular interaction with clients

11 a.m. - 5 p.m.
MDRT Store, MDRT Foundation Booth and Member Benefits Hub Open
11:30 a.m. - 1 p.m.
Special Session Luncheon

(Prepaid ticketed event.  At additional cost at time of registration.  Session presented in English only.  No interpretation will be offered.)

Brian Moran

The 12-week year: How to accomplish more in 12 weeks than most do in 12 months

1:30 - 2:30 p.m.
Focus Sessions

Arturo Viniegra Castellanos, Victor Hugo Garcia Gutierrez

Social media as a vehicle for prospecting and branding

Kavita Bothra

Networking alchemy: Creating reciprocal value with centers of influence

Richard Dobson Jr., CFP

Communication hacks every financial advisor should know

Paphasorn Kaewkorbsin

Business succession strategy: Creating an exit plan

Han Kim

What determines the quality of life after retirement?

Hajime Mega

3 gives, 3 thanks

Jim W. Ruta, BA, RHU

5 Cs to be a social media video all-star

Joseph Tan, ChFC, CLU

How to go from MDRT to Court of the Table by delegating

Yuan Yuan, RFA

Creating comfort by identifying the need for planning

Pádraic J. Ó Máille

Success equals discipline: Think big, start small, keep score

1:30 - 2:30 p.m.
MDRT Center for Field Leadership Session

(Exclusively for MDRT Center for Field Leadership members. Session presented in English only. No interpretation will be offered.)

Susan Clements

Building a leadership brand to achieve agency goals

3 - 4 p.m.
Focus Sessions

Helen G. Arnold

From tiny town to global impact

Jagannath Das, MBA, MCom (IS)

Use behavioral insights to attract clients from different generations

Derek Hagen, CFP, CFA

From resistance to action: Working with clients who don't implement your advice

Matt K. Halloran

5 techniques to win more business with a podcast

Hiroyuki Hotta

Build trust on the path to success

Soo Hyun Oh

Understanding and adjusting for inflation

Siriporn Phuttharak

Fly to success: Go from good person to great salesperson

Ericka Stacy Rodriguez

What is beyond success? Dare find out

Wong Wei Chong Wilfred

Coach any advisor to reach their potential

Yuanyuan Zhang, RFC

Developing new business through existing clients

3 - 4 p.m.
MDRT Center for Field Leadership Session

(Exclusively for MDRT Center for Field Leadership members. Session presented in English only. No interpretation will be offered.)

Jack Newman

Lead through inspiration

5 - 6 p.m.
Quarter Century Club

(Exclusively for members with 25+ years of membership)

Note:  Schedule is subject to change.


7:30 a.m. – 2 p.m.
Registration Open
7:30 - 9 a.m.
Court of the Table and Top of the Table Open Forum

( Exclusively for 2024 Court of the Table and 2024 Top of the Table members.)

9 - 10 a.m.
Quarter Century Club

(Exclusively for members with 25+ years of membership)

9:30 – 10:30 a.m.
Focus Sessions

David Batchelor, Dip PFS, CFP, Simon John Gibson, Dip PFS

60 sales ideas that really work — in just 60 minutes

Alejandro Hernandez, FSCP, LAE, Yaravi Morales Diaz Ordaz, MBA, CLI

From self-employed to company director

Jung Ryul Choi

Guiding pre-retirees toward retirement success

Eile Goh

Triple-R strategy: Revitalize, reinvent and reimagine your rebranding

Vikas Sayamlal Jethwani

Recognizing the art of decision-making in building your business

Sotaro Jinno

Connecting clients’ security to advisors’ values

Thanathon Karnjanisakorn

How to reach MDRT for life

Bin Qi

Clarify your vision to solidify your future

Demarra West

Develop a prosperity mindset to attract what you want

9:30 a.m. – 2 p.m.
ConneXion Zone Open

(No sessions this day)

9:30 a.m. – 2 p.m.
MDRT Store, MDRT Foundation Booth and Member Benefits Hub Open
11 a.m. – 12 p.m.
Focus Sessions

Alvaro Aldrete Morfin, Sergio Alberto Alejo Ortiz, Alejandro Rivera Revuelta

Failures and successes on the road to Top of the Table

Warika Chotiwit, Piyawan Yamarat

Panel discussion: The art and science of creating trusting relationships

Catherine Gough, FPFS

How to maximize your success by collaborating with a paraplanner

I Chia He

Building bridges of communication and understanding with Generation Z

Bret Hood, MBA, CFE

Perception blindness: Why we fail to see what we need to see

Sung An Jung

How to manage clients' assets and win referrals

Izumi Osada

Mastering your mindset to overcome your limits

Stephanie Scheller

Mastering marketing on a small budget

Eileen Kerlin Walsh, J.D

Relationships: Cultivating and deepening the soul of your business

Sudeep Pooyath Balapeethambaran

Create a marketable personal brand to unlock the millionaire in “YOU”

1 -4 p.m.
Main Platform

Delia Brimmer

Go fast alone or far together

Timothy Daniel Clairmont, CFP, MSFS

The key to unlocking everyone’s unique abilities in a firm

Laura Xue-Fen Hoi, ChFC, AEPP

Goal setting will never be the same again!

Max Major


Amy Jo Martin

Why not now?

Kim Perell

Mistakes that made me a millionaire

Aurora L. Tancock, FLMI, CFP

Nominee Acceptance Speech

Peggy Tsai, RFP, CCFP

Recognition of Immediate Past President Peggy Tsai, RFP, CCFP

Note: Schedule is subject to change.

On the largest stage at the MDRT Annual Meeting, Main Platform offers engaging and inspirational content from featured member speakers, industry leaders, the MDRT Foundation, and your Executive Committee.

*These sessions are interpreted in all languages.

Main Platform: Thought leaders and renowned speakers share inspirational stories and industry content covering topics relevant to financial services, sales strategies, business practices, and work-life balance.

MDRT Speaks: A highlight of the meeting, these fast-paced sessions feature MDRT members sharing innovative and creative business concepts delivered in a variety of presentation formats. Come away with ideas to improve your productivity, client engagement strategies, and business practices.

Executive Committee Addresses: Hear from your MDRT Executive Committee, including the 2024 Presidential Address.

MDRT Foundation: Learn about the 2024 charity partner and the continued impact our MDRT Foundation is making across the globe.

Main Platform Conversations: An in-depth conversation between an MDRT leader and a featured speaker.

These sessions provide special and exclusive content, as add-ons to the MDRT Annual Meeting.

Special Session Luncheons*: Join industry experts for a deeper exploration of relevant topics. Lunch provided. (These sessions are presented in English; no interpretation will be offered.)

Launch to Excellence: Whether you are a new MDRT member or attending the MDRT Annual Meeting for the first time, welcome! You are invited to connect with fellow members from across the globe at this engaging kickoff session designed to help you maximize your MDRT membership and meeting experience. You’ll hear from seasoned MDRT members who will share insights and advice as they pass along their secrets of success.  

Don’t miss this invaluable MDRT Annual Meeting offering! Specially intended for members in their first five years of membership and those new to MDRT meetings, this session is open to all meeting attendees. The inspiration, guidance and camaraderie you discover will last well beyond your time in Vancouver.

Court of the Table and Top of the Table Program**: Enhance your meeting experience by joining fellow Court of the Table and Top of the Table members at this exclusive session. (This event is open to 2024 Court of the Table and 2024 Top of the Table members only.)

Court of the Table and Top of the Table Open Forum**: Court of the Table and Top of the Table members will have an opportunity to connect and engage in conversations about subjects that matter to them during this 90-minute session on Wednesday morning. Informal roundtable discussions will be grouped by language. (This event is open to 2024 Court of the Table and 2024 Top of the Table members only.)

MDRT Center for Field Leadership sessions**: For MDRT Center for Field Leadership members only, these four special sessions are targeted specifically for field and home office leaders in financial services. Packed with team management strategies and aligned with the MDRT Culture of Excellence Awards, these sessions will help you accelerate your leadership journey and connect with fellow MDRT Center members. (These sessions are presented in English. No interpretation will be offered.)

*Prepaid ticketed event, at additional cost at time of registration.
**Membership qualifications apply; pre-registration recommended.

Designed to spark new ideas and provide solutions to today’s challenges, Focus Sessions do not disappoint! Join member and nonmember industry experts as they share knowledge covering a variety of subject matter, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology and work-life balance.

With a unique and innovative array of offerings, the ConneXion Zone features quick-hit presentations and a variety of opportunities to connect with fellow members and colleagues. Open throughout the meeting, this fun and lively space is excellent for meeting new people, networking, taking Instagram-worthy photos, and engaging in Q&A sessions with speakers. Featuring more than 100 sessions presented in up to six languages, the ConneXion Zone offers immediate results and cutting-edge ideas to implement in your daily practice.


Registration and housing for the 2024 MDRT Annual Meeting will open March 19, 2024. Mark your calendars.
Registration and housing for the 2023 MDRT Annual Meeting will open March 21, 2023. Mark your calendars.
Fees subject to change. All funds must be in U.S. dollars (USD). Registration will be open until the meeting reaches capacity, at which time registration will close.

Meeting Eligibility

Those eligible to register are 2024 MDRT members, 2024 MDRT Center for Field Leadership members, 2024 MDRT Agency Manager Program members, 2024 MDRT Academy members and 2024 MDRT Mentoring Program mentees. Spouses, children, relatives, friends or business associates are not permitted to register or attend any official functions or events.

Become an MDRT member now

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Registration cancellation requests must be emailed to Maritz at to be eligible for a full refund.

  • Cancellation requests received on or before April 25, 2024: 100% registration fee paid, less a USD 100 administration fee.
  • Cancellation requests received April 26 – May 9, 2024: 50% registration fee paid, less a USD 100 administration fee.
  • Cancellation requests received May 10, 2024, and after: No refunds.
  • Ticketed and prepaid events: No refunds May 10 and after.

Visa Denial

If your visa request has been denied OR if you are unable to secure the necessary appointment to obtain a visa, you are eligible to receive a full refund for the meeting registration fee if your request is received no later than April 25, 2024. Any requests for refunds on or after April 26, 2024, will be subject to the cancellation policies and refund amounts outlined in the above “Registration” section.

All requests must be submitted individually and sent via email to .

Refund requests must include your MDRT ID# and the official denial letter from the Immigration. Refugees and Citizenship Canada (IRCC) Office or a screenshot from the IRCC website showing your visa denial.

MDRT will not process requests for information without this documentation.


PGA Volunteers

Enhance your meeting experience by becoming a Program General Arrangements (PGA) volunteer. Network and make new friends from around the world while assisting in vital roles to help make the MDRT Annual Meeting a positive experience for fellow attendees. Learn more and sign up for one of eight task forces when you register for the meeting.

PGA Volunteer Kickoff and Task Force Breakouts

Volunteers must attend the PGA Kickoff on Saturday, June 8, at 4:30 p.m., so plan to arrive in Vancouver in time to hear a special presentation, receive important details regarding your assignment and meet others on your team. All volunteers must be MDRT members. Doors open at 4 p.m.

Access MDRT

MDRT Member Benefits Hub

Visit the MDRT Member Benefits Hub to learn about everything MDRT has to offer. Get a tutorial of the MDRT App, discover valuable content on , and learn about MDRT’s Mentoring Program, the MDRT Academy and MDRT Center for Field Leadership.

MDRT Foundation

The MDRT Foundation gives to charitable organizations worldwide, demonstrating the generosity, service and impact of MDRT members.
Learn more about the .

During the meeting, be sure to visit the MDRT Foundation Booth at the Vancouver Convention Centre to learn about the Foundation's Global Grants Program and to make your donation to this year’s charity partner, .

MDRT Store

The MDRT Store showcases the best educational resources in the industry. Visit the Store on-site at the Vancouver Convention Centre or online at  to find books, plaques, apparel and more MDRT-branded items.

Thank you to our 2024 Sponsors!

Premier Sponsor
Prestige Sponsor