MDRT

ANNUAL
MEETING

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

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.

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

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

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.

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.

More Information to come
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)

Kevin Brown

How to rise above any challenge, expand your impact and be the hero the world needs

12:30 pm

Language:

People who step up and use their talents to make a positive difference in the hectic moments of life reach beyond what is required to achieve the remarkable. Brown explores how you can develop, expand and share your gifts to become the type of leader who inspires others to use their talents in extraordinary ways. Please note: This presentation includes subject matter related to suicide that some may find disturbing or upsetting.

3 - 4 p.m.
First Time Attendee Session

Marty Wilson

Take funny seriously

3:00 pm

Language:

After the stress of the last few years, some people may feel so depleted that they find everything more difficult. Wilson utilizes lessons from interviewing more than 1,000 inspirational leaders to explain how embracing laughter is crucial to lowering stress, increasing productivity and maintaining peace of mind.

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.

IN-Q

Brain Break

5:30 pm

Language:

Everyone needs a few minutes to recharge sometimes. Take a Brain Break with spoken-word artist IN-Q, whose poems will have you inspired and rejuvenated to take on the rest of your day.

Alvin Law

One life — make it matter!

5:30 pm

Language:

We only get one life, and while we can’t control all aspects of it, we can choose our attitude toward it. Law shares his personal story of continually defying the odds against him and how you, too, can rise above anything that stands in your way of living the life you desire.

Chaunté Lowe

Champion mindset: Overcoming adversity with tenacity during challenging times

5:30 pm

Language:

In 2019, Olympian Chaunté Lowe received the devastating diagnosis of triple-negative breast cancer — which is among the most aggressive forms. Lowe shares why she decided to bring awareness to the importance of early detection and empower others by training for the 2020 Tokyo Olympics while undergoing treatment — and what she learned while beating impossible odds.

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.

Adrian P. Baker, Dip PFS

MDRT Foundation & All Hands and Hearts

8:00 am

Language:

With both the frequency and intensity of natural disasters on the rise around the globe, there’s an urgent need for a more thoughtful approach to disaster response. When a natural disaster strikes, All Hands and Hearts arrives early and stays late to address the immediate and long-term needs of affected communities. Thompson shares their incredible mission and the powerful lessons learned along the way.

Tim Gard

The laughter connection

8:00 am

Language:

Can altering your perspective turn stress into a source of positivity? Gard explains how to unlock the power of laughter to transcend difficulty and uplift clients, teams and personal connections.

Liz Murray

From homeless to Harvard

8:00 am

Language:

Gratitude can lead to a very joyful and fulfilling life. Murray shares her journey of how forgiveness and survival helped her go from homeless on the streets of New York City to becoming a Harvard University graduate. Please note: This presentation includes topics that some may find disturbing or upsetting, including suicide and drug use.

Geoff Ramm

Celebrity service: Discover the gap in your service you never knew existed

8:00 am

Language:

If you’re not being talked about, it means you’re not delivering a client experience that deserves to be talked about. What if you could transform your client experience in seconds? Ramm shares how just one question can illuminate the gap in your service you never knew existed.

Jack Shaw

Emerging technologies and innovation in financial services

8:00 am

Language:

Rapidly emerging technologies — especially AI, blockchain and cryptocurrencies — could change financial services more in the next decade than it’s changed in the past century. Shaw explains what they are, how they work, and how you and your clients can benefit from these changes.

Jessica Thompson

MDRT Foundation & All Hands and Hearts

8:00 am

Language:

With both the frequency and intensity of natural disasters on the rise around the globe, there’s an urgent need for a more thoughtful approach to disaster response. When a natural disaster strikes, All Hands and Hearts arrives early and stays late to address the immediate and long-term needs of affected communities. Thompson shares their incredible mission and the powerful lessons learned along the way.

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.)

Amanda Stevens

The key to really connecting

11:30 am

Language:

With most meetings still being conducted virtually, what does this new environment mean for building trust, influence and sales? Stevens outlines how to harness the best of high tech with the best of high touch and explains why creating a personal brand customized to your message is critical for building solid relationships.

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.

Bhupinder S. Anand, ACII, DipPFS

Creative social media marketing is the rocket fuel to achieving Top of the Table

1:30 pm

Language:

In this interactive session, Anand provides a step-by-step analysis of how his decades of marketing experience has helped him create a compelling reason for new prospects to contact him through social media. Learn how you can put his tools, techniques and strategies to use to raise your confidence and productivity.

Su-Ling Chang

Courage is a must in life

1:30 pm

Language:

Chang discusses a simple financial management concept and age percentage method to help clients plan their cash flow so they can enjoy their retirement.

Wen Chien Clement Chia

Don’t stop me now from retirement

1:30 pm

Language:

Everyone sets aside income consciously or unconsciously, and the reality is that most of these monies will be used during retirement. Chia discusses how common it is for clients to overlook their local social security programmes, and shares other everyday tools that could help them plan for their pre-retirement and future retirement years.

Sudhakar Gabriel

The magic of converting referrals to recommendations

1:30 pm

Language:

In the past, referrals were the lifeline to any agent. But in today’s information age referrals have died and been re-born as recommendations! Gabriel explains why he believes asking for a referral is an art and converting a referral to a recommendation is a science. *This session is part of the Hindi track. It will be presented in English language.

Yun Jia Josh Han, BA ChFC

Finding the conviction you need to tackle any challenge

1:30 pm

Language:

Within every obstacle is a potential lesson. Han explains how the challenges in her career led to discoveries that have not only driven confidence and professional achievement but the meaningful relationships with clients essential to that success.

Juan Bernardo Hoyt Trevino

Believe and grow together

1:30 pm

Language:

Hoyt Trevino credits MDRT to providing consistent life learning opportunities and is eager to share what he’s learned to help others transform their own lives as Hoyt Trevino credits MDRT for providing consistent life learning opportunities. He is eager to share what he’s learned to help others have a greater impact on their clients. Leal Aguirre is a mentee of Hoyt’s expertise. She will explain how hard work, determination, building new habits and finding a mentor for support has yield her positive results.

Susana Alejandra Leal Aguirre

Believe and Grow Together

1:30 pm

Language:

Hoyt Trevino credits MDRT for providing consistent life learning opportunities. He is eager to share what he’s learned to help others have a greater impact on their clients. Leal Aguirre is a mentee of Hoyt’s expertise. She will explain how hard work, determination, building new habits and finding a mentor for support has yield her positive results.

Jae Seok Park

The three steps of insurance to protect one’s family

1:30 pm

Language:

Park addresses the proper sales mindset advisors should have to understand the requirements for successful insurance planning and advise the plan that best suits the client’s needs.

Witsanu Pudtaraksamanee

Conviction leads to success

1:30 pm

Language:

Pudtaraksamanee discusses the role conviction played at the start of his career to propel him to follow his dreams, setting him on the course to achieving his dreams.

Hirotaro Shibata

Future of insurance sales

1:30 pm

Language:

Shibata explains how embracing the changes in society, economic environment and client behavior are the keys to differentiating yourself in the financial services profession.

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.)

Robert Abbate, FICS, CSA

How to convert advisors to MDRT

1:30 pm

Language:

Stark moderates as Abbate shares his strategies to convert advisors to MDRT qualifiers, create an effective system for tracking production that guarantees success and incorporate an ethical MDRT culture into team management.

Christopher Lynn Stark, FICF

How to convert advisors to MDRT

1:30 pm

Language:

Stark moderates as Abbate shares his strategies to convert advisors to MDRT qualifiers, create an effective system for tracking production that guarantees success and incorporate an ethical MDRT culture into team management.

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.

Satontorn Bovontanasankun

Marketing panel: less work and more results

3:00 pm

Learn simple marketing approaches that will expand your relationship with clients, guide them to better understand products, and prompt referrals. The panel will share tips on how a strong work ethic and attitude can lead to exceptional results.

Language:

Somchai Charoenprakob

Marketing panel: less work and more results

3:00 pm

Learn simple marketing approaches that will expand your relationship with clients, guide them to better understand products, and prompt referrals. The panel will share tips on how a strong work ethic and attitude can lead to exceptional results.

Language:

Sang Uk Han

How to find prospects through guardian or beneficiary designation

3:00 pm

Han explains how to set up security measures to avoid unexpected people from collecting benefits contrary to what your client originally intended, which is a client service skill that will uncover hidden prospects and very satisfied clients.

Language:

Kuo Hua Huang, CFP

3 tips to win in the future

3:00 pm

Applying the system circuit diagram of systematic thinking, Huang provides three suggestions to break through time boundaries and always meet client needs to better manage business and secure a win.

Language:

Andrew R. Inwood

Trust hunters: The art and science of building trusted relationships

3:00 pm

Academic research shows how the best businesses in the world build trust at scale. Using an evidence-based approach based in this research, Inwood outlines the keys of trust development and explains how to build it, keep it fresh and use it to help your clients make better decisions when faced with uncertainty.

Language:

Liu Xiao Qing

How to build a high-quality team

3:00 pm

Liu Xiao Qing details how an initial screening of team recruitment, the construction of a team system and business node tracking can help improve retention and cultivate an MDRT team culture.

Language:

Shumon Nagata

Transferable success tactics

3:00 pm

Nagata will share successful teachings and referral sales ideas to help you find more success in your practice and your life.

Language:

Charlie Reading, APFS

Ironman business tactics: Succeeding in business like a pro

3:00 pm

Are you measuring and improving what really matters to you in life and business? Reading explores the many similarities between what delivers success in sports and business and explains how having systems in place helps you hit your goals and create constant growth in your business. Learn to improve the areas in your life that can deliver the greatest impact in the future.

Language:

Pamela J. Sams, CRPC

Enhancing the client experience with behavioral finance

3:00 pm

Sams offers tactics to better understand a client’s core values and how they process emotional decisions, so you can help counteract the fear and confusion that could be hindering them from attaining their goals. Learn to connect the dots between goals, values and advice to increase client confidence.

Language:

Larissa Sedano Jerez

Design assertive conversations to achieve extraordinary goals

3:00 pm

We are what we speak, our words define us. In this presentation you will learn how to design assertive conversations with neurolinguistic programming and neuroscience techniques to take your business to another level. Understand how different words, expressions and phrasing can demonstrate security, expectation and ultimately increased business.

Language:

Voraseth Sinsophonphong

Marketing panel: less work and more results

3:00 pm

Learn simple marketing approaches that will expand your relationship with clients, guide them to better understand products, and prompt referrals. The panel will share tips on how a strong work ethic and attitude can lead to exceptional results.

Language:

Rajesh Tagore

Effective insurance sales demonstration

3:00 pm

Educating clients on the real purpose for purchasing insurance and retirement planning can most effectively be done through demonstrations. In this session, Tagore demonstrates how to utilize specific tools to remind the client of life’s most important milestones — which usually leads to closing the sale. *This session is part of the Hindi track. It will be presented in a combination of both Hindi and English language.

Language:

3 – 4 p.m.
MDRT Global Services Session
(Exclusively for MDRT Global Services members. Session presented in English only; no interpretation will be offered.)

Debra Jasper, Ph.D

Leveraging LinkedIn to recruit

3:00 pm

Language:

First impressions happen online. To attract new recruits and stay ahead of the curve, you need a fully optimized LinkedIn profile and engagement strategy. Jasper shares how to create a powerhouse profile that will set your agency apart from the competition as well as the biggest networking mistakes to avoid, shifting you from average to all-star when it comes to recruiting new advisors.

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.

Jennifer Borislow, CLU

Main Platform Conversations

8:00 am

Language:

"How can you find and embrace new perspectives to achieve unprecedented levels of success? In this special Main Platform discussion, Dan Clark, an award-winning athlete who fought his way back from a paralyzing injury, shares a three-step formula he calls the A.R.T. of significance. After his presentation, don’t miss the conversation between Clark and MDRT member and 2012 MDRT President Jennifer A. Borislow, CLU, which will delve deeper into Clark’s experiences, insights and approaches to life. "

Eugene G. Bozzi, LUTCF

The 5 A's of dealing with adversity

8:00 am

Language:

Obstacles and challenges in life can be a derailer and can sometimes have a debilitating effect on our professional life. How can we motivate others to take action, when we ourselves are not motivated? Sharing a story of how he was able to transform a personal crisis into a new way of thinking and living, Bozzi discusses not merely surviving during a crisis, but actually thriving, prospering and reaching life-changing goals.

Carla Brown, FPFS

Quick wins to get referrals from social media

8:00 am

Language:

Acquiring new clients through social media can sometimes be considered too complicated, or maybe there is a lack of understanding of how to leverage it. Brown shares creative and consistent ways to use social media to reach more prospects and grow your business.

Tzu-Pin Chao

Charity and business development

8:00 am

Language:

Tzu-Pin Chao shares his thoughts on the powerful impact philanthropy can have on business development: It demonstrates your sincere concern for the community, and it can help provide introductions to new clients.

Dan Clark

The A.R.T. of significance: Achieving the level beyond success

8:00 am

Language:

How did Clark soar to the edge of space, build teams into Super Bowl champions and recover from a paralyzing injury that ended his football career? He explains how everyone can reach higher through the awareness of current perspective; refinement of passionate purpose; and transformation through quantum improvement.

Wendy Diaz

Balance: The cornerstone to success

8:00 am

Language:

Diaz shares how being disciplined and achieving balance in all areas of your life improves your ability to handle extreme circumstances and achieve lasting success.

Gregory B. Gagne, ChFC

Incoming Presidential Address

8:00 am

Language:

Get to know 2024 MDRT President Gregory B. Gagne, ChFC

J.B. Griffith III, Ph.D., ChFC

Comparative value

8:00 am

Language:

Sometimes simple math and memorable visualization go a long way. Paterick demonstrates a strategy he uses with clients that identifies taxes, medical expenses and other potential issues that will surface at death and how making more informed decisions now will help alleviate them in the future.

Naji A. Haddad

See people, see people, see people

8:00 am

Language:

Haddad describes how he overcame feelings of rejection and the temptation to quit the profession and instead found the motivation to forge ahead and achieve success.

Julianne Hertel, CLTC

The new world of the plan: Making planning engaging and accessible

8:00 am

Language:

Despite how crucial it is for an advisor, compelling clients to take action can sometimes be less than exciting. Hertel explains how she upended her financial planning process to make it more engaging for her clients and her community.

Lee Jue Rong

Exponential growth with T.E.A.M.

8:00 am

Language:

Achieving exponential growth requires changing the way you do business and the goals you set out to achieve. Lee Jue Rong shares how to implement the steps needed to create a business model, not merely an operating plan. Getting the first sale is just the beginning; the real profit is in the lifetime value of your clients.

Edward F. Marshall, APFS

The 5 secrets to building deep, high-trust relationships

8:00 am

Language:

Marshall reveals the five secrets he has learned and implemented for effective communication with clients, including matching and mirroring physiology, tone of voice, breathing and key words, a combination that leads to a successful initial discovery client meeting — and getting hired as a trusted financial advisor.

Subhas V. Nathan

The value of financial advisors

8:00 am

Language:

Nathan explains how you can use the CSI framework to educate clients on coverage, savings, investments, and tax and estate planning services.

Scott S. Paterick, CLU, ChFC

Comparative value

8:00 am

Language:

Sometimes simple math and memorable visualization go a long way. Paterick demonstrates a strategy he uses with clients that identifies taxes, medical expenses and other potential issues that will surface at death and how making more informed decisions now will help alleviate them in the future.

Charlie Reading, APFS

Publish a book and make Top of the Table

8:00 am

Language:

Reading identifies his top tips for writing and using a book to generate clients.

Lin Zhang

Be a friend of time and live a Whole Person life

8:00 am

Language:

Zhang challenges you to look at the choices you make throughout your day that differentiate yourself from others and how effective time management will allow you to dynamically adjust the amount of time for the seven major aspects of the Whole Person concept.

Zhang Luoning

4 market upgrade strategies

8:00 am

Language:

Discover the strategies Zhang Luoning used to win over high-net-worth clients and scale up her case size by five times in just four years.

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.

Julianne Hertel, CLTC

Language:

Lau Wah Shui

Turn your life around with multiplied performance

2:00 pm

Language:

Lau Wah Shui encourages keeping a positive attitude and mindset when establishing clear, measurable, actionable goals, which is the first step toward achieving your dreams — and doubling your performance.

Ng Ka Cheung

Life choices during the pandemic

3:30 pm

Language:

Ng Ka Cheung summarizes some of the methods and strategies his team employed during the pandemic to increase their performance by 300% compared to pre-pandemic figures.

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.)

Freddie Ravel

Living your life in tune

11:30 am

Language:

Freddie Ravel explains how following his one-of-a-kind program will challenge and inspire you to discover your untapped potential through the power of music while setting up your future to be more collaborative, productive and profitable.

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.

Ana Cecilia Fitz Ocampo

The habit that changed my life and profession

1:30 pm

Language:

Fitz Ocampo found balance in establishing a morning gratitude habit and shares how this greatly impacted her personal life, allowing her to improve and connect with her clients in a deeper and more meaningful way.

Danielle J. Genier, CLU, CFP

The great transition: succession planning panel discussion

1:30 pm

Language:

In an environment that is rapidly changing it is never too early to start building out your own succession plan. Panel members will offer unique insights about the succession planning process from the buyer’s and seller’s perspectives. Topics to be discussed include realistic timelines, how to manage the “tug of war” between lawyers and accountants, the bundle of emotions from each point of view and ways to successfully transition roles within the firm.

Clay Gillespie, CFP, CLU

Are you ready for your clients to retire?

1:30 pm

Language:

When it comes to retirement, the decumulation of financial assets is dramatically different than their accumulation. In discussing his approach to dealing with clients approaching retirement, Gillespie describes the mindset shift that must occur to serve this emerging market, which is more worried about income than return.

Brandon Heckert, CFP, AAMS

The great transition: succession planning panel discussion

1:30 pm

Language:

In an environment that is rapidly changing it is never too early to start building out your own succession plan. Panel members will offer unique insights about the succession planning process from the buyer’s and seller’s perspectives. Topics to be discussed include realistic timelines, how to manage the “tug of war” between lawyers and accountants, the bundle of emotions from each point of view and ways to successfully transition roles within the firm.

Brian D. Heckert, CLU, ChFC

The great transition: succession planning panel discussion

1:30 pm

Language:

In an environment that is rapidly changing it is never too early to start building out your own succession plan. Panel members will offer unique insights about the succession planning process from the buyer’s and seller’s perspectives. Topics to be discussed include realistic timelines, how to manage the “tug of war” between lawyers and accountants, the bundle of emotions from each point of view and ways to successfully transition roles within the firm.

Tzu Hao Kuo

How to achieve success by analyzing family financial statements

1:30 pm

Language:

Kuo shares his thoughts on enhancing clients’ awareness of financial risk management through analysis of their household balance sheet to ensure they don’t have to compromise their necessary expenses in the event of a permanent loss of income.

Eun Ji Lee

My sales journey from the bottom to No. 1

1:30 pm

Language:

Lee shares her challenging journey as a single mother struggling to find prospects and how she catapulted herself to success by adapting to the changing world.

Pu Li, CFA

The future of insurance advisers

1:30 pm

Language:

Li uses his perspective as an industry researcher to illustrate why an insurance advisor should create a competency model that inevitably includes specialization, professionalism and digitalization to meet the needs of future Chinese insurance markets.

Ryan Jake Perkins

The great transition: succession planning panel discussion

1:30 pm

Language:

In an environment that is rapidly changing it is never too early to start building out your own succession plan. Panel members will offer unique insights about the succession planning process from the buyer’s and seller’s perspectives. Topics to be discussed include realistic timelines, how to manage the “tug of war” between lawyers and accountants, the bundle of emotions from each point of view and ways to successfully transition roles within the firm.

Masashi Sunada

How to develop upper markets from your existing clients

1:30 pm

Language:

Sunada shares his strategies for developing relationships with the upper markets by multiplying your value proposition with your existing client base and network.

Helen Jayne West, APFS

Grow your practice by acquisitions

1:30 pm

Language:

West explains how building a strong, trustworthy team can persuade retiring financial advisors to sell their business — and goodwill — to you, thus ensuring your own practice’s continuity with established clients and predictable cash flow.

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.)

Lam Pui Ka

Women in leadership: What female leaders bring to financial services

1:30 pm

Language:

Wijatno moderates an insightful discussion between Lam Pui Ka and Lee on the opportunities and challenges women face in a male-dominated industry and how they manage to balance motherhood with recruiting, training and leading new advisors.

Shalyn Lee, BSc, CIAM

Women in leadership: What female leaders bring to financial services

1:30 pm

Language:

Wijatno moderates an insightful discussion between Lam Pui Ka and Lee on the opportunities and challenges women face in a male-dominated industry and how they manage to balance motherhood with recruiting, training and leading new advisors.

Nadia Wijatno, CLU, ChFC

Women in leadership: What female leaders bring to financial services

1:30 pm

Language:

Wijatno moderates an insightful discussion between Lam Pui Ka and Lee on the opportunities and challenges women face in a male-dominated industry and how they manage to balance motherhood with recruiting, training and leading new advisors.

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.

Panitan Saengmaneetham

Leading by example

1:30 pm

Language:

Leading by example is the key to transforming an expectation into reality. Saengmaneetham will share the secrets to developing your potential and being your own leader so you can better understand your clients, offer them the right products and effectively close more sales.

Joowon Cha

Unlock your potential: Discover strategies for turning your dreams into reality

3:00 pm

Language:

Rather than focusing on lofty yearly goals that may not be specific enough, Cha shares three types of strategies that are based on numbers and statistics to bring you closer to achieving your goals.

Jorge Daniel Guzman

How you can become a major-league agent and have a very good quality of life

3:00 pm

Language:

Guzman has learned the secrets to being a major-league advisor and shares how his business expanded as a result, allowing him to be successful and prioritize a good quality of life.

Julianne Hertel, CLTC

Creating a rebrand to have the business you love

3:00 pm

Language:

By focusing on who she was at her core and what she envisioned for the future, Hertel rebranded her firm — twice — and created the financial services business of her dreams. She now works with clients who inspire her, while doubling her revenue at the same time. Learn how you can craft your own mission and core values to create the business that you love.

Thidarat Saksayamkul

From zero to hero

3:00 pm

Language:

Be the champion your customer needs. Saksayamkul will describe how knowing yourself and learning how to develop your full potential can lead you to achieve a successful career.

Sanjay Tolani, Ph.D., MBA

21st-century sales process

3:00 pm

Language:

The sales process for the 21st-century client has changed, and this change will affect the quality of business you write. Tolani discusses how finding the right way to communicate with the wealth-inheriting younger generation will be instrumental in the success rate of future advisors. *This session is part of the Hindi track. It will be presented in English language.

Jeremy Mark Wellington, DipPFS, DipCII

You 'CAN DO' more!

3:00 pm

Language:

Wellington draws on his personal library of more than 300 tried-and-tested ideas to explore his “CAN DO” model, where great Communication, Attitude, Numbers, Dedication and Organization come together to improve your relationships and get better results. Learn how small changes can make a large and immediate impact in your life and business.

Fang Xie

3 major analyses that wake the demands for insurance

3:00 pm

Language:

Xie explains three analyses and how they can expand your market and help middle-class and high-net-worth clients understand the importance of multidimensional insurance and new trends in the insurance industry.

Takahisa Yamaguchi

The power of YES: More ways to do it than reasons why you can't

3:00 pm

Language:

Everyone has a weak side. Sometimes we may even let our weak selves get the better of us. However, when you have a goal that you really want to achieve, say YES before making all kinds of excuses! Only then will you start thinking about how to make it happen. Even if you are not confident, start by saying YES. You might just get a chance to change the world!

France Zaguirre

Making the impossible possible

3:00 pm

Language:

Without any network, close friends, family members or money, Zaguirre moved to a new country at age 20 and bravely started a career in financial services. Hearing Zaguirre’s success story will inspire you to turn challenges you encounter into possibilities while continuing to strive for higher levels of achievement.

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

Kari Gillenwater

How to find, hire and manage a world-class team in the post-pandemic era

3:00 pm

Language:

Knowing your team’s instinctive strengths and how they naturally solve problems can be the answer to preventing burnout, increasing productivity, and reducing turnover. Gillenwater shares actionable strategies that high-performing teams use to collaborate more effectively, find the right talent and get more done in less time. Learn how knowing your strengths and the strengths of your team can protect your culture and improve your most important relationships.

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.

Tzu-Pin Chao

The Top of the Table brand and mindset

9:30 am

Language:

Chao shares how his courage, unique way of managing high-end clients, continuous sales and organizational miracles have earned him Top of the Table status for five consecutive years.

Chul Kang

Going for Top of the Table through virtual meeting

9:30 am

Language:

Kang identifies ways to achieve Top of the Table through virtual client interaction by removing the shortcomings of offline consultation, increasing activity volume beyond the limitations of time and space, and securing referrals through the implementation of group briefing sessions.

Andrea Doria Lopez Villasenor

Till money do us part

9:30 am

Language:

Andrea Lopez Villasenor identifies ways to help women of all ages secure their financial freedom. Through an empathetic advising-style she allows clients to feel empowered to make decisions about savings, investments, and insurance. Her focus is to place her clients in a position where they can achieve personal life goals feeling confident and empowered.

Juli Y. McNeely, CFP, CLU

Retirement planning beyond the money

9:30 am

Language:

We do our best to help our clients prepare financially for retirement, but should we take it a step further to prepare them personally as well? Learn McNeely’s tips for helping your client build a personal retirement readiness plan in addition to their financial plan — and watch them live the retirement they always dreamed of as you strengthen your relationship with them.

Barry Moline

Building culture and teamwork in a new era of leadership and engagement

9:30 am

Language:

Retaining employees in this challenging work environment isn’t easy. Moline shares his secrets for creating a strong company culture and provides specific techniques successful leaders use to attract, motivate, engage and retain their team. Learn how to make your team “unquitable.”

Yuka Nakahara-Goven, MBA, CLU

Tickets I bought to board the train called life

9:30 am

Language:

While everyone craves a healthy work-life balance, Nakahara-Goven maintains there is no need to draw a distinct line between career and family. She shares lessons she’s learned on how to have longevity and a meaningful practice, including the “family rules of operation” she and her husband implemented, as well as what she’s found to be an essential part of balanced living.

Navaporn Rungsawang

Create value for your sale, expand your team of professionals

9:30 am

Language:

Navaporn Rungsawang’s techniques have not only helped her sell the concept to clients of having economy-proof protection in the form of insurance appropriate to their financial status but has also allowed her the opportunity to discover clients interested in joining her team — a strategy that benefits both parties.

Prashant Prabhakar Surdikar, B Com, MBA

Secrets of long-term, strategic client engagement

9:30 am

Language:

Surdikar shares the five steps — empathize, propose, take charge, serve and repeat — that have helped him grow his business, ensure long-term client engagement and stand out from the competition. *This session is part of the Hindi track. It will be presented in a combination of both English and Hindi language.

Bruce Alexander

A view to the future

11:00 am

Language:

If a client could travel to the future and see how sickness, injury or an underfunded retirement affected their life, they would immediately change their purchasing and investing decisions today. Thus, painting a clear picture of your client’s future is key to creating the desire for positive change without compromising your objectivity or using old sales techniques. Alexander explains how this approach creates client-advisor trust and encourages them to start building their future today.

Antonio Blando Chavez

The Fantastic 4

11:00 am

Language:

In this session, you will learn the 4 metrics to know the quality of each process of the insurance sales methodology. Knowing them will allow you to substantially increase your income.

Sol Hicks

Rebound: How setbacks set you up for success

11:00 am

Language:

There are days when work can feel like … work. Keeping the faith when our numbers are down is enough to make anyone want to quit, but there is no setback you cannot come back from if you understand how and when to pivot, dig in or regroup. In this fast-paced session, Hicks motivates you to keep the faith, turn obstacles into opportunities and learn how to make every slump and outright rejection work for you.

Narissara Jiratrakulchai, CFP

Echo Session

11:00 am

Language:

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.

Surojit Kala, CIC, FSS

Fulfill clients' needs – don't just sell a product

11:00 am

Language:

Engaging and strategic marketing through social media plays a critical role in business expansion. Kala shares how to go beyond just selling products to develop thorough fact-finding, suggest complete financial plans and turn interested prospects into satisfied clients. *This session is part of the Hindi track. It will be presented in a combination of both English and Hindi language.

Kam Tan

100% Closing Deals with 4K Steps

11:00 am

Language:

Kam Tan shares her insights with 4K steps: -KYP Know your prospects -KTE Know their expectations -KTC Know their capacities, liabilities and surplus -KTP Kick-Off the plan

Yutaka Kikunami

Material and Spiritual Success in Life Insurance Sales: The Day Maker Lifestyle

11:00 am

Language:

Kikunami challenges you to go beyond simply selling insurance and share the joy of success with your clients in a more meaningful way that touches all aspects of their lives.

Stuart Shee Yew Kuen, AFC

Hardware vs. heartware

11:00 am

Language:

Connecting with people goes beyond just communicating with them. Shee Yew Kuen shares his thoughts on how showing empathy is the first step toward truly being heard — a concept that is both art and science.

Phat Sitthiramruay

Echo Session

11:00 am

Language:

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.

Hae Suk Song

6-step financial planning process for client consulting and business model development

11:00 am

Language:

Song shares six steps to his financial planning process to help you develop your own business model for improving client consulting.

Mongkol Tangmannaikit

Echo Session

11:00 am

Language:

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.

IN-Q

Brain Break

1:00 pm

Language:

Everyone needs a few minutes to recharge sometimes. Take a Brain Break with spoken-word artist IN-Q, whose poems will have you inspired and rejuvenated to take on the rest of your day.

Dylan Alcott

The power of positive perception

1:00 pm

Language:

Do you embrace the challenges inherent in becoming the best version of yourself? Alcott explains how we are all defined by our choices — and how his athletic experience led him to advocate for changing perceptions and supporting people with disabilities. Please note: This presentation includes subject matter related to suicide that some may find disturbing or upsetting.

Heidi Dening

Tough times don’t last — resilient professionals do

1:00 pm

Language:

Sometimes challenges extend beyond our control. Dening explores how to adapt and persevere during uncertain times by utilizing empowering strategies to push you forward into a brighter future.

Clay Gillespie, CFP, CLU

Nominee Acceptance Speech

1:00 pm

Language:

Clay Gillespie, CFP, CLU, formally accepts the nomination to become the newest member of the Executive Committee.

Keller Rinaudo

Robots that save lives

1:00 pm

Language:

The same visionary capability that allowed Rinaudo to envision the effects of drones on health care in remote parts of Africa allows him to foresee where else drones — and other types of advanced technology — could significantly impact health care and other major industries. He offers a deep look at the technological revolution (including robots, automation and artificial intelligence) and likely future breakthroughs, as well as possibilities for how new industrialization will alter health care as we know it.

Randy L. Scritchfield, CFP, LUTCF

Recognition of Immediate Past President Randy L. Scritchfield, CFP, LUTCF

1:00 pm

Language:

Recognition of Immediate Past President Randy L. Scritchfield, CFP, LUTCF

Alex Sheen

Because I said I would: The importance of a promise

1:00 pm

Language:

When people commit to keeping their promises, it both enhances their own character and creates a positive ripple effect that contributes to the betterment of humanity. Alex Sheen explains why promises made and kept continues to fuel his mission to improve the lives of others.

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
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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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