2022 MDRT ANNUAL MEETING

June 26–29, 2022
Boston, Massachusetts, USA

Register now
000
DAYS to go
JUNE 25 - 28, 2023
DURATION: 4 DAYS
Nashville, Tennessee, USA
Music City Center
100+ SPEAKERS
120+ sessions

Thank you to everyone who attended the 2022 MDRT Annual Meeting in Boston, Massachusetts, USA. Because of you, it was a huge success!

Mark your calendars now for next year’s celebration of city lights and country nights when financial professionals corner the market at the 2023 MDRT Annual Meeting in Nashville, Tennessee, USA, June 25–28.

Meeting registration and official housing will open in March 2023. Please check back for more information as it becomes available.

Learn

Gain insights from past meetings and learn how to apply them to grow your business today. Log in to  to access personalized information and content.

Connect

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.

Explore

is a city that resonates with life and vibrates to the beat of every kind of song. It’s a wonderland of music, Southern hospitality, unbelievable cuisine and a boundless spectrum of nightlife. Explore, discover and experience for yourself what makes Nashville special!

Create Opportunity with Unity

Get ready to celebrate your achievements at the 2023 MDRT Annual Meeting!

  • Network with thousands of MDRT members from all over the world

  • Hear from motivating and heartening speakers

  • Learn from your peers to enhance your skills

  • Identify best practices to bring back to your workplace so you become the best version of yourself

Join MDRT members in Nashville, Tennessee, USA, for the ultimate experience to accelerate your personal and professional performance.

Catch a glimpse of the 2022 MDRT Annual Meeting ...

Main Platform livestreaming

For those unable to attend the 2022 Annual Meeting in person, for your convenience. Registration opens April 19, 2022.

Volunteer

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 24, at 4:30 p.m., so plan to arrive in Nashville 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.

Main Platform

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

Special Sessions

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

Focus Sessions

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.

ConneXion Zone®

With an innovative array of offerings, the ConneXion Zone features quick-hit presentations as well as a variety of additional opportunities to connect with fellow members. This fun and lively space is open throughout the meeting. Connect with colleagues, meet new friends, get your photo taken, participate in Q&A sessions with speakers and watch engaging sessions. The ConneXion Zone offers over 50 quick-hit sessions presented in up to seven different languages. Gain immediate takeaways and learn cutting-edge ideas to implement in your daily practice.

Schedule

SATURDAY, JUNE 24

11 a.m. - 6 p.m.
Registration Open
11 a.m. - 5 p.m.
ConneXion Zone Open (no sessions this day)
11 a.m. - 5 p.m.
MDRT Store and MDRT Foundation Booth Open
4:30 - 5:30 p.m.
PGA Volunteer Kickoff and Task Force Breakouts
Note:  Schedule is subject to change.

SUNDAY, JUNE 25

9 a.m. - 6:30 p.m.
Registration Open
10 a.m. - 5 p.m.
ConneXion Zone Open (Sessions begin at 11 a.m.)

The ConneXion Zone® offers great educational programming. 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.

Stephen Boswell, MBA

Client acquisition in an increasingly digital world

Languages Available

Jae Yong Kim

Family

Languages Available

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10 a.m. - 5 p.m.
MDRT Store and MDRT Foundation Booth Open
12:30 - 3 p.m.
Court of the Table and Top of the Table Program and Reception
(2023 Court of the Table and 2023 Top of the Table members only)
3 - 4 p.m.
First Time Attendee Session
5:30 - 7 p.m.
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.

Alton Fitzgerald White

Mastering life's daily performance

6:30 pm

Through song and the vast wisdom he’s gained on Broadway, White shares vital ingredients for sustaining consistent peak performance as well as the key to achieving — and maintaining — success.

Stacey Hanke

Be the leader you were meant to be

5:50 pm

How you communicate determines whether others see you as credible, knowledgeable and trustworthy. Hanke presents ways to eliminate the static that plagues communicative delivery so the message you convey to the world persuades, sells and influences, leading to increased profits and long-term client relationships.

Ross Vanderwolf, CFP

Recognition of 2019 Past President Ross Vanderwolf, CFP

11:00 am

Note:  Schedule is subject to change.

MONDAY, JUNE 26

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

Ryan Avery

Go from A leader to THE leader

9:20 am

Today’s world is competitive, innovative and seriously fast-paced. When we focus on growing our business, it is no longer acceptable to just offer a solution; today’s clients want the solution. In this session, Avery delivers game-changing strategies that will allow you to eliminate competition and achieve next-level results. Learn communication techniques top leaders around the world use to persuade, engage and retain clients, no matter the environment.

Crystal Washington

Next-gen social media marketing

10:35 am

Understanding the new ways clients and prospects are using social media is a must for innovative financial advisors. Washington shares what you need to know to stay ahead of the curve, including what clients’ changing needs and behaviors means for your business and how to discover the latest social media networks that will impact your ability to market your services in your country.

Josh Linkner

Big little breakthroughs: How small, everyday ideas drive gigantic results

8:30 am

The pressure to generate big ideas can feel overwhelming. Bold innovations are critical in these disruptive times, but when it comes to breakthrough thinking, we often freeze up. Linkner shares how implementing a daily habit of creativity can help unlock inventive thinking, build much-needed skills that lead to colossal transformations and harness innovation to tackle tough challenges and seize bold opportunities.

Ryan Leak

Chasing failure

8:05 am

While failure is something we’ve been taught to fear, Leak believes chasing failure is a mindset that will equip you with the tools you need to try new things, get out of your comfort zone and learn life’s greatest lessons.

Regina Bedoya, CLU, ChFC

Recognition of 2020 MDRT President Regina Bedoya, CLU, ChFC

9:00 am

Randy L. Scritchfield, CFP, LUTCF

2022 Presidential Address: Relevant, essential, meaningful

12:36 pm

Randy L. Scritchfield, CFP, LUTCF, makes his 2022 Presidential Address.

11 a.m. - 5 p.m.
ConneXion Zone Open (Sessions begin at 11:30 a.m.)

The ConneXion Zone® offers great educational programming. 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.

More Information to come
11 a.m. - 5 p.m.
MDRT Store and MDRT Foundation Booth 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.)
1:30 - 2:30 p.m.
Focus Sessions

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.

Rodolfo Rivera Barba, LUTC

The law that quintupled my success

Rivera explains three keys to help you gain clarity, increase your freedom and achieve exponential success in less time.

Ravi P. Rajpal

Top 3 ways clients can become your advocates

Networking and giving back go hand in hand to foster client relationships and acquire referrals. In this session, Rajpal shares his approach to gaining prospects’ trust and ways he excites clients into properly managing their finances — which leads to more recommendations.

Elaine Milne, DipPFS

A Whole Person approach to achieving Court of the Table and Top of the Table

Jonatan Loidi

Service quality and emotional connection as differentiator

Loidi shares simple tools to use with your clients in this increasingly competitive market, where clients choose an advisor not for what they sell but for the quality of service and emotional connection they establish.

Jong Hwa Lee

The power of paid-up life insurance

Lee defines life insurance as the one financial product that encompasses birth and death. He shares how to explain the true value of it to clients through a timetable of their life.

Matana Klinsakko

Sales ideas to the top

1:30 - 2:30 p.m.
MDRT Global Services Session
(Exclusively for MDRT Global Services members. Session presented in English only; no interpretation will be offered.)
3 - 4/4:30 p.m.
Focus Sessions

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.

Fred Fouad Belman

A Whole Person approach to achieving Court of the Table and Top of the Table

Preeyanun Wacharareungchai

Creating an insurance market to reach business owners

Toshihiro Tsubohara

Corporate retirement funds and referrals

Busara Tirachotikul, B Bus

Sales ideas to the top

Paresh B. Shah, CFP®

Working with centers of influence in a post-pandemic world

Bryce M. Sanders, BS, MS

How to dress, talk and fit in with wealthy people

3 – 4 p.m.
MDRT Global Services Session
(Exclusively for MDRT Global Services members. Session presented in English only; no interpretation will be offered.)
4 – 5:30 p.m.
MDRT Global Services Reception and Awards Ceremony
(Exclusively for MDRT Global Services members.)
5 - 6 p.m.
Quarter Century Club
(Exclusively for members with 25+ years of membership)
5:30 - 6:30 p.m.
Top of the Table Reception
(2023 Top of the Table members only)
Note:  Schedule is subject to change.

TUESDAY, JUNE 27

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

Cydney Kaplan

Brain Breaks

8:25 am

Magician Cydney Kaplan dazzles the audience with her slight-of-hand illusions and quick wit.

Brian D. Heckert, CLU, ChFC

Main Platform Conversations

10:00 am

Join MDRT Past President Brian D. Heckert, CLU, ChFC, as he sits down with Angela Duckworth in this intimate “fireside chat” session, Main Platform Conversations — a brand-new program debuting at this year’s Annual Meeting. Through conversation, Heckert will delve deeper into Duckworth’s research and experience to learn more about her thoughts on grit and its marker for success.

Angela Duckworth

Main Platform Conversations

10:00 am

Join MDRT Past President Brian D. Heckert, CLU, ChFC, as he sits down with Angela Duckworth in this intimate “fireside chat” session, Main Platform Conversations — a brand-new program debuting at this year’s Annual Meeting. Through conversation, Heckert will delve deeper into Duckworth’s research and experience to learn more about her thoughts on grit and its marker for success.

11 a.m. - 5 p.m.
ConneXion Zone Open (Sessions begin at 11:30 a.m.)

The ConneXion Zone® offers great educational programming. 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.

More Information to come
11 a.m. - 5 p.m.
MDRT Store and MDRT Foundation Booth 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.)
1:30 - 2:30 p.m.
Focus Sessions

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.

Jung Min Yun

From development to closing of the doctor's market: A to Z

3:00 pm

Yun shares her thoughts on how to enter the doctor’s market through mentoring and specialized programs.

Ping Hung Yu

It is more about selling ideas than selling goods

1:30 pm

Yu explains ways to provide financial service to clients that goes beyond products and focuses more on increasing your knowledge to stand out from the competition.

Kevin R. Williams, CFP®, CLU

10 secrets to selling consistently

1:30 pm

Williams rose to success in this profession as a 21-year-old with no financial background, building a practice with more than 800 households from the ground up. In this session, he shares his secrets of business planning that helped him become one of the top income earners within Sun Life Financial Canada.

Ryan Stramrood

Push past impossible — a journey of mind

3:00 pm

In this unique and powerful presentation, Stramrood explains how our minds are the gateway to absolute greatness — and our biggest limitation. Learn how creating an awareness leads to belief which then leads to courage to weather even the toughest climates.

Raphael Saul

Break the barrier — Moving from success to legacy

1:30 pm

What will it take to become an industry leader and create a niche of long-term success amid the competition? In this session, Saul explores the key principles that fuel the continuous success of top achievers. He shares what enables them to break through barriers, maximize their potential and leave their mark on the profession.

Lim Ren En

Boost your sales by understanding your clients personality

3:00 pm

Are you finding it difficult to understand your client? In this session, Ren En discusses the four DiSC personality types — dominance, influence, steadiness and conscientiousness — so you can identify your client’s personality type and tailor your approach with them. You will also learn the benefits of better understanding your own personality type.

1:30 - 2:30 p.m.
MDRT Global Services Session
(Exclusively for MDRT Global Services members. Session presented in English only; no interpretation will be offered.)
3 - 4 p.m.
Focus Sessions

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.

Jung Min Yun

From development to closing of the doctor's market: A to Z

3:00 pm

Yun shares her thoughts on how to enter the doctor’s market through mentoring and specialized programs.

Ping Hung Yu

It is more about selling ideas than selling goods

1:30 pm

Yu explains ways to provide financial service to clients that goes beyond products and focuses more on increasing your knowledge to stand out from the competition.

Kevin R. Williams, CFP®, CLU

10 secrets to selling consistently

1:30 pm

Williams rose to success in this profession as a 21-year-old with no financial background, building a practice with more than 800 households from the ground up. In this session, he shares his secrets of business planning that helped him become one of the top income earners within Sun Life Financial Canada.

Ryan Stramrood

Push past impossible — a journey of mind

3:00 pm

In this unique and powerful presentation, Stramrood explains how our minds are the gateway to absolute greatness — and our biggest limitation. Learn how creating an awareness leads to belief which then leads to courage to weather even the toughest climates.

Raphael Saul

Break the barrier — Moving from success to legacy

1:30 pm

What will it take to become an industry leader and create a niche of long-term success amid the competition? In this session, Saul explores the key principles that fuel the continuous success of top achievers. He shares what enables them to break through barriers, maximize their potential and leave their mark on the profession.

Lim Ren En

Boost your sales by understanding your clients personality

3:00 pm

Are you finding it difficult to understand your client? In this session, Ren En discusses the four DiSC personality types — dominance, influence, steadiness and conscientiousness — so you can identify your client’s personality type and tailor your approach with them. You will also learn the benefits of better understanding your own personality type.

3 - 4 p.m.
MDRT Global Services Session
(Exclusively for MDRT Global Services members. Session presented in English only; no interpretation will be offered.)
5 - 6 p.m.
Quarter Century Club
(Exclusively for members with 25+ years of membership)
Note:  Schedule is subject to change.

WEDNESDAY, JUNE 28

7:30 a.m. - 3 p.m.
Registration Open
7:30 - 9 a.m.
Court of the Table and Top of the Table Open Forum
(Ticketed event at time of registration. 2023 Court of the Table and Top of the Table members only.)
9 - 10 a.m.
Quarter Century Club
(Exclusively for members with 25+ years of membership)
9:30 a.m. - 2 p.m.
ConneXion Zone Open
(no sessions this day)
9:30 a.m. - 2 p.m.
MDRT Store and MDRT Foundation Booth Open
9:30 - 10:30 a.m.
and
11 a.m - 12 p.m.
Focus Sessions

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.

Juthamas Yorvitaya

Echo Session

11:00 am

Nuttamol Traiupok

Echo Session

11:00 am

Natt Supanatkullanan

Echo Session

11:00 am

Joseph Sidaros, MBA, CMFA

Chasing your goals

9:30 am

In this session, Sidaros proposes that the combination of chasing your goals and being chased by your goals will instill in you the drive and energy to achieve great outcomes, redefine yourself as a person and find joy in living a purposeful life. Learn a clearly defined process to make this work for you.

Rattaporn Sangkanont

Sales ideas for all

9:30 am

Panitan Saengmaneetham

Echo Session

11:00 am

Join this engaging, conversational-style session led by facilitators who share session highlights and takeaways from the meeting that can be used to further your professional development.

1 -4 p.m.
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.

Jay Samit

Future-proofing you: 12 truths for creating opportunity

2:45 pm

With so many disruptions to business as usual over the past few years, Samit shares techniques for how to adapt, thrive and navigate through this new era of endless innovation.

Charles Duhigg

The power of thinking habits

1:30 pm

Using current case studies, Duhigg explores where real productivity comes from and how science plays a role in training ourselves to think smarter about the choices we make, the innovations we pursue and the teams we work alongside.

Dominique Dawes

Will you be bitter or better?

3:10 pm

For Dominique Dawes, success is much more than medals and accolades. Learn how she overcame challenges and doubts in her journey to success by surrounding herself with the right team, developing a mindset to persevere and turning negative situations in life lessons.

Jay Baer

Talk triggers: Give your clients a story worth telling

3:30 pm

Referrals are an important part of any advisor’s success, but do you have an actual strategy for creating them? Baer, a marketing and customer experience expert, explains the crucial difference between reactive and proactive referrals, and identifies the psychology that determines when a client will talk about you. Learn how to provide a differentiated and memorable client experience that will boost client recommendations and catapult your business forward.

Alex Banayan

How to think different, transform your business and achieve your most important goals

1:05 pm

We all face rejection and deal with fear in our lives, but we don’t have to allow obstacles to hold us back from achieving our goals. Based on research and interviews with the most successful people on the planet, Banayan reveals how creating certain mindsets and tools not only clears obstacles along your path but also fuels your success to become more resilient, more persistent and more capable of achieving your company’s biggest objectives.

Ian Green, DipPFS

Recognition of Immediate Past President Ian Green, Dip PFS: Park Life

2:10 pm

John F. Nichols, MSM, CLU

Nominee Acceptance Speech

2:05 pm

John F. Nichols, MSM, CLU, formally accepts the nomination to become the newest member of the Executive Committee.

Note: Schedule is subject to change.

Program

The MDRT Annual Meeting offers attendees programming in four different session formats.

On the largest stage at the Annual Meeting, the 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, this fast-paced Tuesday morning session features 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 2023 Presidential Address.

MDRT Foundation: Learn about the 2023 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 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.)

First-Time Attendee Session: Connect with fellow first-time attendees at this valuable session and learn how to best navigate the meeting. Don’t miss out on this special experience with your peers that will celebrate your success, provide inspiration and offer camaraderie that will last well beyond the four days in Nashville. This session is geared for first-time attendees, but all are welcome.

Court of the Table/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 2023 Court of the Table and 2023 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 and facilitated by Top of the Table members. (This event is open to 2023 Court of the Table and 2023 Top of the Table members only.)

MDRT Global Services Sessions**: For MDRT Global Services members only, these four special sessions are targeted specifically for team leaders in the financial services profession. Packed with team management strategies and inspiration, these sessions will help you accelerate your leadership journey and connect with fellow Global Services 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 an innovative array of offerings, the ConneXion Zone features quick-hit presentations as well as a variety of additional opportunities to connect with fellow members. This fun and lively space is open throughout the meeting. Connect with colleagues, meet new friends, get your photo taken, participate in Q&A sessions with speakers and watch engaging sessions. The ConneXion Zone offers over 50 quick-hit sessions presented in up to seven different languages. Gain immediate takeaways and learn cutting-edge ideas to implement in your daily practice.

Registration

Registration and housing for the 2023 MDRT Annual Meeting will open March 21, 2023. Mark your calendars.

Advance Registration Fee:

March 21, 2023 (10 a.m. Central Time) –
May 8, 2023 (11:59 p.m. Central Time)
USD
995

General Registration Fee:

May 9, 2023 (12 a.m. Central Time) –
June 12, 2023 (11:59 p.m. Central Time)
USD
1,095
Register Now

On-Site Registration Fee:

On or after June 13, 2023 (12 a.m. Central Time)
USD
1,195
On-site registration is not guaranteed and is based on availability.
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 2023 MDRT members, 2023 MDRT Global Services members, 2023 MDRT Agency Manager Program members, 2023 MDRT Academy members and 2023 MDRT Mentoring Program mentees. Spouses, children, relatives, friends or business associates are not permitted to register or attend any official functions or events.

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