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Get StartedCome together with MDRT peers from across the globe for the most valuable business meeting of the year!
Join us in the vibrant city of Vancouver, British Columbia, Canada, to unite with the best in the business for an extraordinary experience that will launch your career to new heights.
Gain insights from past meetings and learn how to apply them to grow your business today. Log in to mdrt.org to access personalized information and content.
Read about the topics explored at this year’s meeting on the MDRT App. 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. Explore, discover and get a flavor of everything this incredible destination has to offer.
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.
(no sessions this day)
Chan Wing Sze specializes in providing wealth management planning for families as well as sharing with them her strong belief in the Whole Person concept. She is an active MDRT member and has spoken at industry workshops attended by more than 60 managers from various insurance companies on the topics of activity volume, performance management and good working habits.
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Chan Wing Sze explains the steps for successful sales and referrals, from recording the turnaround time of the next successful interview after meeting new people, to reviewing your notes every 90 days, to allocating your time properly (80% to fact-finding, 20% to opening cases) to educating loyal clients and more.
Jorge Antonio Barraza Avila is managing partner at BADI Seguros and has more than 30 years of experience in building and developing human talent in the business sector. He has established long-term relationships with his clients by first creating a strong foundation.
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Barraza Avila discusses the five keys to a successful fact-finding process, the foundation for closing a sale and how to build strong and long-lasting relationships with your clients.
Lim Meow Lih has been in the financial services profession for 29 years and strives for total leadership and excellence in personal sales and organizational development. She was nominated as a finalist for the Asia Trusted Life Agents and Advisors Award for 2022, is the co-author of the book “Big Deal” and has received various awards for training new leaders as well as for her personal sales performance.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
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Have you ever changed roles with your client, empowering them to feel like the expert? Lim Meow Lih shares the four steps of this process, which include allowing clients to realize their own needs, answer their own objections and close the sale themselves.
Tang Man Ching Mi is a financial advisor who prides herself in establishing interpersonal networks and increasing her experience.
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What will you fill in "X" in "making X a leading role"? Tang Man Ching Mi describes how to be severe with yourself and lenient with others to create power and possibilities with no limits.
Attaphorn Eiamaorn is an assistant unit manager who has grown his holistic business by interacting more with the younger generation and enjoys sharing what he has learned with his fellow advisors.
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There is no such thing as “one size fits all” when it comes to the work of an advisor. Fittingly, the way you engage with younger generations won’t necessarily be the same as how you engage with older ones. Eiamaorn explains how to understand younger clients’ behaviors, beliefs and expressions to establish connections and grow your business through this important clientele.
Adrian George, CFP, TEP, is a successful financial services advisor who established an internal business process that allowed him to maintain his Top of the Table status while also developing the next generation of MDRT members.
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Does being too busy to stop and train an associate sound familiar? Many advisors fear the time it takes to develop their staff will hurt their production. George and Howard explain how they developed a plan for George to maintain his Top of the Table production while Howard set her sights on achieving MDRT-level production.
(Sessions begin at 11 a.m.)
(Exclusively for 2024 Court of the Table and 2024 Top of the Table members)
(Sessions begin at 11:30 a.m.)
(Prepaid ticketed event, at additional cost at time of registration. Session presented in English only. No interpretation will be offered.)
(Exclusively for MDRT Center for Field Leadership members. Session presented in English only. No interpretation will be offered.)
(Exclusively for MDRT Center for Field Leadership members. Session presented in English only. No interpretation will be offered.)
(Exclusively for MDRT Center for Field Leadership members)
(Exclusively for MDRT members with 25+ years of membership)
(Exclusively for 2024 Top of the Table members)
(Sessions begin at 11:30 a.m.)
(Prepaid ticketed event. At additional cost at time of registration. Session presented in English only. No interpretation will be offered.)
(Exclusively for MDRT Center for Field Leadership members. Session presented in English only. No interpretation will be offered.)
(Exclusively for MDRT Center for Field Leadership members. Session presented in English only. No interpretation will be offered.)
(Exclusively for members with 25+ years of membership)
( Exclusively for 2024 Court of the Table and 2024 Top of the Table members.)
(Exclusively for members with 25+ years of membership)
(No sessions this day)
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.
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.)
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 50 sessions presented in up to seven languages, the ConneXion Zone offers immediate results and cutting-edge ideas to implement in your daily practice.
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 nowLearn more about MDRT Center for Field Leadership.
Learn more about the MDRT Agency Manager Program.
Learn more about the MDRT Academy and MDRT Mentoring Program meeting eligibility.
Registration cancellation requests must be emailed to Maritz at mdrt@maritz.com to be eligible for a full refund.
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 mdrt@maritz.com.
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.
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.
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.
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 mdrt.org, and learn about MDRT’s Mentoring Program, the MDRT Academy and MDRT Center for Field Leadership.
The MDRT Foundation gives to charitable organizations worldwide, demonstrating the generosity, service and impact of MDRT members.
Learn more about the MDRT Foundation.
During the meeting, be sure to visit the MDRT Foundation Booth at the Vancouver Convention Centre to learn about the Foundation's Global Grant Program and to make your donation.
The MDRT Store showcases the best educational resources in the industry. Visit the Store on-site at the Vancouver Convention Centre or online at mdrtstore.org to find books, plaques, apparel and more MDRT-branded items.
