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Shintaro

Hata/ 畠 伸太郎

Language Presented:
Japanese
Interpreted Languages:
Email:
ag.hata.shintaro@metlife.co.jp
Company:
MetLife Japan
Address:
Olinas Tower 28F
Taihei 4-1-3 Sumida-ku
City:
Tokyo
State:
Country:
Japan
Zip Code:
130-0012
Content Track:
Practice Management
Current Membership Year:
2021
Total Membership Years:
8
Court of the Table Years:
1
Top of Table Years:
0

Speaker Bio

Shintaro Hata joined MetLife Japan in 2008 just before the global financial crisis. He used the sales ideas he learned from that time to help his team survive the financial crisis of 2020.
畠 伸太郎は世界的な金融危機の直前、2008年にメットライフ生命保険（株）に入社しました。その時に学んだセールス・アイディアを活用し、2020年のパンデミック状況下においてもチームを危機からの脱出に導きました。

Session Title and Description

Make industry transformations

保険業界が変わる！

In this session, Shintaro Hata discusses how to build a collaborative sales network amidst a financial crisis.
このセッションで畠 伸太郎は金融危機におけるMDRT会員が行うべき新時代の協働セールスの手法を紹介します。
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Shintaro
Hata/ 畠 伸太郎
Practice Management
Japanese

Hiroaki

Ando

Language Presented:
Japanese
Interpreted Languages:
Email:
aimss@juno.ocn.ne.jp
Company:
AIM Service Inc
Address:
6F Meguro Bega Twr 2-9-6 Meguro-Ku
City:
Tokyo
State:
Country:
Japan
Zip Code:
1530063
Content Track:
Advising Clients
Current Membership Year:
2021
Total Membership Years:
13
Court of the Table Years:
6
Top of Table Years:
3

Speaker Bio

Hiroaki Ando graduated from Dokkyo University with a Bachelor of Arts degree in economics and started his career with a securities firm. In 1993, he became a trainee at Tokio Marine & Fire Insurance Company, and within a few years began selling life insurance products through the member company Tokio Marine Anshin Life. For 24 consecutive years, Ando has earned recognition as one of the top 10 agents at Tokio Marine & Nichido Fire Insurance.
安藤博章は獨協大学経済学部卒業後、証券会社に入社しました。1993年に東京海上火災保険株式会社代理店研修生として入社し、1996年には生損保相互参入により生命保険の販売を開始しました。東京海上日動あんしん生命開業以来、全国表彰24年連続入賞代理店。

Session Title and Description

How to be successful and stay happy

成功し、幸せになるために

Ando has learned a lot from MDRT. From finding motivation through inspirational stories to discovering growth opportunities for self-awareness, he will share how valuable ideas, concepts and techniques have helped him to find success and happiness in life.
安藤はMDRTから多くを学びました。成功している会員と交流することにより、世界中の成功者から学ぶことができき、価値のあるアイディアを学び、コンセプトやテクニックを交換する機会があることから、成功し、幸せになる方法を紹介します。
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Hiroaki
Ando
Advising Clients
Japanese

David

Appel

CLU

ChFC

Language Presented:
English
Interpreted Languages:
Japanese
Email:
david@appeladvisors.com
Company:
Royal Alliance
Address:
One Gateway Ctr Ste 915
City:
Newton
State:
MA
Country:
United States
Zip Code:
2458
Content Track:
Practice Management
Current Membership Year:
2021
Total Membership Years:
25
Court of the Table Years:
19
Top of Table Years:
9

Speaker Bio

David Appel, a 24-year MDRT member with 10 Court of the Table and eight Top of the Table honors, is a managing partner at Appel Insurance Advisors LLC. He primarily focuses on generation-to-generation wealth transfer goals as well as helping clients protect their families and businesses from the financial pitfalls of death, disability and the drain of long-term care expenses. Appel has served as president of NAIFA�Boston and on the NAIFA�Massachusetts state board.

Session Title and Description

Turning a remote work environment into new levels of productivity

David Appel's practice thrived on countless in-person interactions that suddenly had to change in 2020. How did he adapt to a world in which live seminars were impossible, life insurance checkups were minimal, and new client touchpoints and marketing techniques became essential to maintain relationships and production? This presentation identifies important strategies for making impactful, timely changes in your practice � whether because of a pandemic or for new, virtual efficiencies.
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David
Appel
CLU
ChFC
Practice Management
English
Japanese

Daniel

Armenta

Language Presented:
Spanish
Interpreted Languages:
Email:
darmenta@mexinver.com
Company:
Mexinver
Address:
Cerrada De Las Amapolas 2357 Col Bugambilias
City:
Jalisco
State:
JAL
Country:
Mexico
Zip Code:
45238
Content Track:
Advising Clients
Current Membership Year:
2021
Total Membership Years:
4
Court of the Table Years:
0
Top of Table Years:
0

Speaker Bio

"Daniel Armenta, MBA, FSCP Daniel Armenta, MBA, FSCP, is an active partner at Redwood Life México. His passion is to generate strategies that allow small companies to establish the necessary protocols so business succession becomes a process rather than a sudden event. "

Session Title and Description

How to build your own manual for handling objections

Cómo Crear tu Propio Manual de Manejo de Objeciones

When objections come up during closing, we often don't bring the right tools to the negotiations. In this presentation, Daniel Armenta will share what his objection manual consists of and why all financial advisors should keep well-founded information at their fingertips to address client objections and close the deal at that moment.
Cuando surgen las objeciones durante el cierre, suele suceder que no traemos las herramientas adecuadas para negociar. En esta charla, Daniel Armenta compartirá en qué consiste su manual de objeciones y por qué todos los asesores financieros deberían contar con información bien fundamentada, en las puntas de sus dedos, para contestar las objeciones del cliente y cerrar el trato al momento.
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Daniel
Armenta
Advising Clients
Spanish

D. Kyle

Atkins

CLU

CFP

Language Presented:
English
Interpreted Languages:
Cantonese, Portuguese, Indonesian, Vietnamese, Greek, Hebrew, Hindi
Email:
kyle@atkinsfinancial.com
Company:
Kyle Atkins Financial Group Inc
Address:
205 S Pine St
City:
Spartanburg
State:
SC
Country:
United States
Zip Code:
29302
Content Track:
Whole Person
Current Membership Year:
2021
Total Membership Years:
24
Court of the Table Years:
15
Top of Table Years:
9

Speaker Bio

D. Kyle Atkins, CLU, CFP, is a 24-year MDRT member with six Court of the Table and nine Top of the Table qualifications. As founder and president of his own firm, Atkins has more than 38 years of experience in the financial services profession. His vision is to

Session Title and Description

Go B.I.G.: Begin in gratitude for clarity and calm

In this volatile, uncertain, complex and ambiguous world, this presentation will bring stability, certainty, simplicity and clarity through learning how to live in gratitude and understanding by going B.I.G. Atkins shares specific ideas that anyone will be able to use in their personal and professional lives.
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D. Kyle
Atkins
CLU
CFP
Whole Person
English
Cantonese, Portuguese, Indonesian, Vietnamese, Greek, Hebrew, Hindi

Maria Fernanda

Calva Villalon

Language Presented:
Spanish
Interpreted Languages:
Email:
fernanda.metlife@hotmail.com
Company:
MetLife Mexico SA
Address:
La Flora 31 Col. Pastores,
Naucalpan De Juarez, C.P.
City:
Estado De Mexico
State:
Country:
Mexico
Zip Code:
53340
Content Track:
Marketing
Current Membership Year:
2021
Total Membership Years:
4
Court of the Table Years:
1
Top of Table Years:
0

Speaker Bio

Fernanda Calva Villalón has a degree in communication and a master's in institutional communication. She has experience working in different fields such as marketing, advertising, public relations, journalism, radio and production. In 2016, after managing communications and advertising for insurance companies, she ventured into the financial services industry and quickly achieved several recognitions in the company.
Fernanda Calva Villalón es licenciada en comunicación con maestría en comunicación institucional. Tiene experiencia trabajando en diferentes campos como marketing, publicidad, relaciones públicas, periodismo, radio y producción. En 2016, luego de gestionar comunicaciones y publicidad para varias compañías de seguros, incursionó en la industria de servicios financieros y rápidamente logró varios reconocimientos en su compañía.

Session Title and Description

The importance of visualizing to fulfill goals

La Importancia de Visualizar para cumplir tus metas

Happy and successful people focus on what brings them joy and on their successes, big or small. Fernanda Calva Villalón believes that convincing yourself you already received what you are looking for is the key to having your wishes fulfilled. She will explain the way to achieving your goals: train, persevere and trust in your abilities.
Las personas felices y exitosas se enfocan en lo que les causa alegría y en sus éxitos, grandes o pequeños. Fernanda Calva Villalón cree que convencerte a ti mismo de que ya recibiste lo que buscas es la clave para que tus deseos se cumplan. En su charla explica el camino para lograr tus metas: entrena, persevera y confía en tus habilidades.
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Maria Fernanda
Calva Villalon
Marketing
Spanish

Chen Yu 琛宇

Chen 陈

Language Presented:
Cantonese
Interpreted Languages:
Email:
7167814@qq.com
Company:
AIA-China
Address:
6/F, Officetower Di Wang Commercial Center
Shun Hing Square 5002 Shen Nan Road East Aia Shenzhen
City:
Shenzhen
State:
ZJ
Country:
China
Zip Code:
518008
Content Track:
Marketing
Current Membership Year:
2021
Total Membership Years:
4
Court of the Table Years:
0
Top of Table Years:
0

Speaker Bio

Chen Yu Chen has been in the life insurance business for four years and has consecutively qualified for MDRT. He enjoys sharing new ideas with young clients while selling life insurance, and always introduces the significance of MDRT and the Whole Person concept to his clients.
Chen Yu Chen 已投身人壽保險業第四年，並連續獲得百萬圓桌會員資格。他很喜愛在銷售人壽保險時向年輕客戶分享新的理念，而且總會向客戶介紹百萬圓桌和全人理念的重要性。

Session Title and Description

Diversified growth and effective planning create sustainable business

多元化的发展和有效的规划带来可持续性业务

In this presentation, Chen Yu Chen will discuss effective methods of communication to make the sales process run smoothly, how to easily get referrals and how using your personal brand will create more value for your clients.
在本場演講中，Chen Yu Chen 將探討令銷售過程更流暢的有效溝通方法、如何輕鬆獲得轉介紹，以及如何使用個人品牌來為客戶創造更多價值。
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Chen Yu 琛宇
Chen 陈
Marketing
Cantonese

Chiuyen

Cheng

Language Presented:
Mandarin
Interpreted Languages:
Email:
vlindav@nanshanlife.com.tw
Company:
Nan Shan Life Ins Co Ltd
Address:
2F-3, No.110, Sec. 2, Dongda Rd., East Dist.
City:
Hsinchu City
State:
Country:
Taiwan
Zip Code:
300
Content Track:
Whole Person
Current Membership Year:
2021
Total Membership Years:
8
Court of the Table Years:
2
Top of Table Years:
0

Speaker Bio

Chiuyen Cheng, a financial advisor motivated by action, adheres to the philosophy that insurance is equal parts love and commitment. He believes in the importance of achieving balance through Whole Person concept.
Chiuyen Cheng 是一位以行动为导向的理财顾问，坚持“保险是爱与承诺并重”的理念。他认为，通过全人理念达成平衡至关重要。

Session Title and Description

My entire family are MDRT members

他全部家庭成员都是百万圆桌会员。

In this session, Chiuyen Cheng explains how embracing change builds confidence and brings success.
本次会议中，Chiuyen Cheng 会讲解如何通过拥抱改变来建立自信，走向成功。
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Chiuyen
Cheng
Whole Person
Mandarin

Pei-Mei

Chiu

Language Presented:
Mandarin
Interpreted Languages:
Email:
kay713@cathaylife.com.tw
Company:
Cathay Life Insurance Co, Ltd
Address:
6F., No.33,Sec.2,Yixing Rd., Yilan City
City:
Yilan County
State:
Country:
Taiwan
Zip Code:
260
Content Track:
Advising Clients
Current Membership Year:
2021
Total Membership Years:
4
Court of the Table Years:
0
Top of Table Years:
0

Speaker Bio

Pei-Mei Chiu is from Yilan County, Taiwan. She is a successful financial planner who enjoys taking on new challenges
Pei-Mei Chiu 来自中国台湾 Yilan County（宜兰县）。她是一位喜欢迎接新挑战的成功理财人员。

Session Title and Description

What's left?

还剩下什么？

In this session, Pei-Mei Chiu will explore the question of what remains if you no longer have what your parents left you.
在本次会议中，Pei-Mei Chiu 探索的主题是：除去父母留给您的东西，您还剩下什么。
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Pei-Mei
Chiu
Advising Clients
Mandarin

Ching-Wan

Chiu

Language Presented:
Mandarin
Interpreted Languages:
Email:
ns882911@yahoo.com.tw
Company:
Nan Shan Life Ins Co Ltd
Address:
19F.-4 NO.1071 Zhongzheng Rd., Taoyuan Dist
City:
Taoyuan
State:
Country:
Taiwan
Zip Code:
33045
Content Track:
Marketing
Current Membership Year:
2021
Total Membership Years:
9
Court of the Table Years:
5
Top of Table Years:
2

Speaker Bio

Ching-Wan Chiu is a successful leader who is recognized for guiding his team to achieve their goals.
Ching-Wan Chiu 擅长带领团队达成目标，是一位成功的领导者。

Session Title and Description

Persevere with confidence and strength

信心和实力铸就坚持

Based on his 25 years of experience, Ching-Wan Chiu will share how to improve professionalism, overcome obstacles, transition from serving ordinary clients to high-net-worth clients and create an irreplaceable brand.
Ching-Wan Chiu 将用 25 年的经验向大家分享提升专业素养及克服困难的方法，以及他如何从服务普通客户转变为服务高净值客户，从而创造无可替代的自我品牌。
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Ching-Wan
Chiu
Marketing
Mandarin

Ssu Chi

Chiu

Language Presented:
Mandarin
Interpreted Languages:
Email:
lunegs@cathaylife.com.tw
Company:
Cathay Life Insurance Co, Ltd
Address:
14F. No. 845 Zhongshan Rd.
Taoyuan Dist. Taoyuan City 330 Taiwan
City:
Taoyuan City
State:
Country:
Taiwan
Zip Code:
Content Track:
Marketing
Current Membership Year:
2021
Total Membership Years:
5
Court of the Table Years:
1
Top of Table Years:
0

Speaker Bio

Session Title and Description

How to get more orders through policy health checks

如何透過保單健檢拿下更多成交訂單

In this session, Ssu Chi Chiu will explore how goal achievement, client acquisition and professional value enhancement will bring about overall improved client service satisfaction.
本次会议中，Ssu Chi Chiu 将探讨如何通过目标达成、赢得客户及提升专业价值来提高整体客户服务的满意度。
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Ssu Chi
Chiu
Marketing
Mandarin

Matthew

Charles

Collins

Language Presented:
English
Interpreted Languages:
Cantonese, Portuguese, Indonesian, Vietnamese, Greek, Hebrew, Hindi
Email:
matthew.collins@financialdecisions.com.au
Company:
Financial Decisions
Address:
Suite 10 Level 3
1 Mona Vale Road
City:
Mona Vale
State:
NSW
Country:
Australia
Zip Code:
2103
Content Track:
Whole Person
Current Membership Year:
2021
Total Membership Years:
17
Court of the Table Years:
3
Top of Table Years:
2

Speaker Bio

Matthew Charles Collins of Mona Vale, New South Wales, Australia, is a 17-year MDRT member with one Court of the Table and two Top of the Table honors. He has spoken at several MDRT meetings, including the 2017 Annual Meeting and the 2016 MDRT Experience and Global Conference in Hong Kong. As an MDRT volunteer, he has served on several MDRT committees.

Session Title and Description

Adversity, perseverance and success

Collins shares how his experiences with adversity in his sporting career, the bush drought and bushfires of 2018 and 2019 in Australia, and COVID-19 have taught him that there are lessons to be learned and strength to be gained from adversity. Persevering through difficult situations will position you to be a better advisor, more empathetic and more able to relate to clients.
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Matthew
Charles
Collins
Whole Person
English
Cantonese, Portuguese, Indonesian, Vietnamese, Greek, Hebrew, Hindi

Maria de los Angeles

Di Battista

Language Presented:
Spanish
Interpreted Languages:
Email:
angelesdibattista@gmail.com
Company:
MetLife Mexico SA
Address:
Lago Zurich 245 Torre Frisco Piso 17 Col Ampliacion Granada
City:
Ciudad De Mexico
State:
Country:
Mexico
Zip Code:
11529
Content Track:
Marketing, Practice Management
Current Membership Year:
2021
Total Membership Years:
5
Court of the Table Years:
0
Top of Table Years:
0

Speaker Bio

While Maria de los Angeles Di Battista is from Argentina, she has lived in Mexico since 2001, providing financial planning to clients for approximately six years.
Nacida en Argentina, María de los Ángeles Di Battista ha vivido en México desde 2001 y, desde hace seis años, ofrece planificación financiera a sus clientes.

Session Title and Description

How to keep growing in challenging times

Cómo seguir creciendo en tiempos difíciles

By concentrating your attention and efforts in a consistent way, you can make whatever you set your mind on come true. In her presentation, Maria de los Angeles Di Battista will explain how to creating a system of goals will result in bringing strength and dignity to the families of our community, generating a healthier society ready for tough times.
Al concentrar tu atención y esfuerzos de manera constante, puedes hacer realidad lo que te propongas. En su charla, María de los Ángeles Di Battista explicará cómo la creación de un sistema de metas redundará en traer fuerza y dignidad a las familias de nuestra comunidad, generando una sociedad más saludable preparada para los tiempos difíciles.
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Maria de los Angeles
Di Battista
Marketing, Practice Management
Spanish

Matthew

J.

Dicalogero

CRPC

LUTCF

Language Presented:
English
Interpreted Languages:
Email:
matthew.dicalogero@kofc.org
Company:
Knights of Columbus
Address:
PO Box 24
City:
Medfield
State:
MA
Country:
United States
Zip Code:
2052
Content Track:
Whole Person
Current Membership Year:
2021
Total Membership Years:
17
Court of the Table Years:
3
Top of Table Years:
2

Speaker Bio

Matthew Dicalogero, a seven-year MDRT member with one Court of the Table qualification, has worked with the Knights of Columbus for seven years. He attended Stonehill College and Boston College for an MBA.

Session Title and Description

Work-life balance: Maintaining a schedule

Maintaining a set schedule is imperative to maintaining discipline. In this session, you will learn how a routine that incorporates work and health activities will train your brain and habits for success
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Matthew
J.
Dicalogero
CRPC
LUTCF
Whole Person
English

Brad

Elman

CLU

ChSNC

Language Presented:
English
Interpreted Languages:
Email:
brad@elmaninsurance.com
Company:
Northwestern Mutual
Address:
745 Distel Dr., Ste 104
City:
Los Altos
State:
CA
Country:
United States
Zip Code:
94022
Content Track:
Whole Person, Marketing
Current Membership Year:
2021
Total Membership Years:
29
Court of the Table Years:
19
Top of Table Years:
1

Speaker Bio

As a 29-year MDRT member with 18 Court of the Table and one Top of the Table honor, Brad Elman has spoken at many MDRT events over the years. He has been coached by the best on how to write, rehearse and deliver world-class presentations. As a result, he has learned how to mentor and coach others on how to write and deliver their best presentations.

Session Title and Description

5 pro tips for MDRT public speaking mastery

Learn specific tools, tips and ideas to write and deliver more professional speeches. Elman shares details of the process including creating an initial outline and manuscript, how to determine content as well as an effective conclusion, while leaving your audience engaged and captivated.
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Brad
Elman
CLU
ChSNC
Whole Person, Marketing
English

Ye (Effy)

Feng

Language Presented:
Mandarin
Interpreted Languages:
Email:
effyfeng@aia.com.hk
Company:
AIA International Limited
Address:
PX K U EZ 3C-08940-B5032
AIA Tower 901-6 183 Electric Road, North Point
City:
Hong Kong
State:
Country:
Hong Kong, China
Zip Code:
Content Track:
Whole Person
Current Membership Year:
2021
Total Membership Years:
5
Court of the Table Years:
3
Top of Table Years:
0

Speaker Bio

Ye Feng is the deputy director of wealth management at AIA Hong Kong. Since beginning her insurance career six years ago, she has served more than 300 middle-class families by providing comprehensive insurance plans and has earned various awards.
Ye Feng 是中国香港 AIA 的财富管理副总监。入行六年以来，服务超过 300 个中产家庭，完成全面保障计划，并获得多个奖项。

Session Title and Description

Full-protection solutions for middle-class families in the post-COVID-19 era

后疫情时代的中产家庭全保配置

There has been an unprecedented crisis for middle-class families in every country due to the pandemic. As financial planning professionals, it is our job to help middle-class families find the most cost-efficient solution to prepare for any future crises.
受疫情影响，每个国家的中产家庭都面临着前所未有的危机。作为理财规划专业人士，我们的工作是帮助中产家庭找到最具成本效益的解决方案，为未来的危机做好准备。
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Ye (Effy)
Feng
Whole Person
Mandarin

Danielle

Genier

CLU

CFP

Language Presented:
English
Interpreted Languages:
Portuguese, Indonesian, Vietnamese, Greek, Hebrew, Hindi
Email:
danielle.genier@genierfinancial.com
Company:
London Life
Address:
174 Third Ave
City:
Timmins
State:
ON
Country:
Canada
Zip Code:
P4N 1C8
Content Track:
Advising Clients
Current Membership Year:
2021
Total Membership Years:
22
Court of the Table Years:
15
Top of Table Years:
9

Speaker Bio

Danielle Genier, a 22-year MDRT member with six Court of the Table and nine Top of the Table honors, is very dedicated and passionate about helping her clients reach their goals, and holds them accountable.

Session Title and Description

Holding my clients accountable

Genier believes that holding clients accountable to their retirement goals is key to achieving them. She shares the process she uses with her clients to ensure their financial goals become reality.
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Danielle
Genier
CLU
CFP
Advising Clients
English
Portuguese, Indonesian, Vietnamese, Greek, Hebrew, Hindi

Bob

Gordon

FIC

SKC

Language Presented:
English
Interpreted Languages:
Email:
robert.gordon@kofc.org
Company:
Knights of Columbus
Address:
133 Fernbrook Dr
City:
Mooresville
State:
NC
Country:
United States
Zip Code:
28117
Content Track:
Advising Clients
Current Membership Year:
2021
Total Membership Years:
6
Court of the Table Years:
1
Top of Table Years:
0

Speaker Bio

Robert T. Gordon, FICS, spent 25 years as a director of advertising for Newsday media Group in New York before becoming a fraternal benefits advisor for the Knights of Columbus, a position he has held for seven years now.

Session Title and Description

The widow's plight

Gordon shares how to use life insurance to protect widows and minimize their tax situation.
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Bob
Gordon
FIC
SKC
Advising Clients
English

Russell

Harrison

FAFA

Dip FS

Language Presented:
English
Interpreted Languages:
Korean, Spanish, Portuguese, Indonesian, Vietnamese, Greek, Hebrew, Hindi
Email:
russell@harrisonscm.com
Company:
Harrisons Financial Services
Address:
59 Ross St Ste 2
City:
Toorak
State:
Country:
Australia
Zip Code:
VIC3142
Content Track:
Marketing
Current Membership Year:
2021
Total Membership Years:
31
Court of the Table Years:
8
Top of Table Years:
3

Speaker Bio

Russell Harrison is a 31-year MDRT member with five Court of the Table and three Top of the Table honors who structures his business around building relationships to the highest moral and ethical standards of professionalism. Harrison recently left the life insurance profession to share his passion as a full-time coach and mentor in all spheres of sales.

Session Title and Description

Building your business on referrals

Cold calling is never easy. In this session, learn and quickly implement the processes that Harrison created to ensure future business is built on referral.
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Russell
Harrison
FAFA
Dip FS
Marketing
English
Korean, Spanish, Portuguese, Indonesian, Vietnamese, Greek, Hebrew, Hindi

Michael

Heckert

Language Presented:
English
Interpreted Languages:
Thai, Portuguese, Indonesian, Vietnamese, Greek, Hebrew, Hindi
Email:
michael@financialsolutionsmidwest.com
Company:
Address:
9627 Wall St
City:
Nashville
State:
IL
Country:
United States
Zip Code:
62263
Content Track:
Practice Management
Current Membership Year:
2021
Total Membership Years:
2
Court of the Table Years:
1
Top of Table Years:
0

Speaker Bio

Michael Heckert, a first-time MDRT member, joined the financial services profession after six years in the civil engineering field. His previous position in the construction industry grants a unique perspective into financial planning, and his experience with project management and budgeting has contributed to a smooth transition into financial services. Heckert manages the 401(k) division within his firm and oversaw a recent acquisition and transition of employees.

Session Title and Description

Expanding your practice through planning

Michael Heckert explains how to broaden the client experience by evaluating current planning processes for improved services. The result of broad-based offerings and thinking beyond the sales aspect? Increased revenue
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Michael
Heckert
Practice Management
English
Thai, Portuguese, Indonesian, Vietnamese, Greek, Hebrew, Hindi

Syuji

Hino

Language Presented:
Japanese
Interpreted Languages:
Email:
s.hino@fp-sunrise.co.jp
Company:
Life Plaza Partners Co Ltd
Address:
6F Shinjuku NS Building
2-4-1 Nishishinjuku Shinjuku-Ku
City:
Tokyo
State:
Country:
Japan
Zip Code:
163-0806
Content Track:
Advising Clients
Current Membership Year:
2021
Total Membership Years:
7
Court of the Table Years:
4
Top of Table Years:
1

Speaker Bio

Syuji Hino is an independent agent who strives to provide clients with balanced comprehensive financial advice on life insurance, real estate transactions and investments.
日野修治は独立代理店としてお客さまにライフプランに基づいた生命保険、住宅購入、投資信託の総合的な提案を提供しています。

Session Title and Description

The future of financial planning

ファイナンシャル・プランニングをスタンダードにしていくFP業の在りかた

What does the future of financial planning look like? Hino will share how he utilizes seminars to deliver insurance, securities and real estate recommendations to prospects and clients.
これからのファイナンシャル・プランニングはどうなるでしょう。日野はセミナーセリングから見込客開拓、保険、証券、不動産の提案をしている手法を紹介します。
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Syuji
Hino
Advising Clients
Japanese

Ling

Ho (麥何春玲)

Language Presented:
Cantonese
Interpreted Languages:
Email:
cl_ho@manulife.com.hk
Company:
Manulife
Address:
16/F Manulife Provident Funds Place
345 Nathan Road
City:
Kowloon
State:
Country:
Hong Kong
Zip Code:
Content Track:
Advising Clients
Current Membership Year:
2021
Total Membership Years:
18
Court of the Table Years:
2
Top of Table Years:
1

Speaker Bio

Ling Ho has been with Manulife for 32 years and currently holds the position of district director.
Ling Ho 已加入 Manulife 32 年，目前擔任區域總監一職。

Session Title and Description

Business practice breakthroughs during challenging times

困難時期的商業實務突破

In this session, Ling Ho discusses how she maintained flexibility and continued to bring great value to her clients during the pandemic while also experiencing a significant breakthrough in her career.
在本場演講中，Ling Ho 將討論她如何在疫情期間維持靈活性，持續為客戶創造巨大價值，並於事業上實現重要突破。
CLOSE
Ling
Ho (麥何春玲)
Advising Clients
Cantonese

Yat Hin (Sunny)

Hung

Language Presented:
Cantonese
Interpreted Languages:
Email:
sunnyhungaia@gmail.com
Company:
AIA International Limited
Address:
PX K U SY 3C-08521-86361
AIA Tower 901-6 183 Electric Road, North Point
City:
Hong Kong
State:
Country:
Hong Kong, China
Zip Code:
Content Track:
Marketing
Current Membership Year:
2021
Total Membership Years:
6
Court of the Table Years:
0
Top of Table Years:
0

Speaker Bio

Yat Hin Hung has been in financial planning for more than eight years and was awarded the best financial planner award from LUAHK in 2018. His range of experience includes financial management, administration and sales.
Yat Hin Hung 已從事理財規劃超過八年，曾於 2018 年獲香港人壽保險從業員協會頒發「最佳傑出財務策劃師」獎項。他的涉獵範圍甚廣，在理財、行政管理和銷售方面都有豐富經驗。

Session Title and Description

Technology is a gift

科技就是Present

With the widespread popularity of online shopping, mastering technology can offer unlimited business opportunities. Yat Hin Hung explores how we can integrate technology into sales and turn a crisis into an opportunity.
隨著網上購物的普及，掌握科技就掌握了無限商機。Yat Hin Hung 將探索我們如何將科技融入銷售，將危機轉為契機。
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Yat Hin (Sunny)
Hung
Marketing
Cantonese

S Indresh Kumar

Jain

Language Presented:
English
Interpreted Languages:
Japanese, Portuguese, Indonesian, Vietnamese, Greek, Hebrew, Hindi
Email:
indreshjain@gmail.com
Company:
Max Life Insurance Co Ltd
Address:
Old No. 274, Flat No. 2b, Villa Classica,
Avvai Shanmugham Salai, Royapettah
City:
Chennai
State:
Country:
India
Zip Code:
600014
Content Track:
Practice Management, Whole Person
Current Membership Year:
2021
Total Membership Years:
6
Court of the Table Years:
0
Top of Table Years:
0

Speaker Bio

S Indresh Kumar Jain is a five-year MDRT member and has been an active volunteer in various MDRT committees.

Session Title and Description

Creating successful study groups

Jain details the advantages of being part of a study group such as goal-sharing and guiding each other to achieve those goals, exchanging practice management ideas and establishing a point system to encourage production.
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S Indresh Kumar
Jain
Practice Management, Whole Person
English
Japanese, Portuguese, Indonesian, Vietnamese, Greek, Hebrew, Hindi

Donnapa

Jitsopananont

Language Presented:
Thai
Interpreted Languages:
Email:
donnapa_jit@hotmail.com
Company:
Thai Life Insurance Public Co Ltd
Address:
123 Ratchadaphisek Rd Dindaeng
City:
Bangkok
State:
Country:
Thailand
Zip Code:
10400
Content Track:
Advising Clients
Current Membership Year:
2021
Total Membership Years:
8
Court of the Table Years:
4
Top of Table Years:
0

Speaker Bio

Donnapa Jitsopananont, now a seven-year member, first joined MDRT in 2013
Donnapa Jitsopananont เป็นสมาชิก 7 ปี เข้าร่วม MDRT ครั้งแรกในปี 2013

Session Title and Description

Work methods that focus on good impressions

วิธีการทำงานที่เน้นไปที่ความน่าประทับใจ

Donnapa Jitsopananont believes that actions speak louder than words. This session will include her experiences with helping clients when they needed her the most and how taking care of clients in general will ensure future retention.
Donnapa Jitsopananont เชื่อว่าการลงมือทำนั้นสำคัญกว่าคำพูด การประชุมหัวข้อย่อยนี้จะพูดถึงประสบการณ์ในการช่วยเหลือลูกค้า เมื่อพวกเขาต้องการเธอมากที่สุด และการดูแลลูกค้าโดยทั่วไปจะช่วยให้มั่นใจเกี่ยวกับการรักษาลูกค้าเอาไว้ในอนาคตได้อย่างไร
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Donnapa
Jitsopananont
Advising Clients
Thai

Byoung Soo 병수

Jun 전

Language Presented:
Korean
Interpreted Languages:
Email:
bsjun8716@naver.com
Company:
MetLife Korea
Address:
14F
520, Yeongdong-daero, Gangnam-gu
City:
Seoul
State:
Country:
Republic of Korea
Zip Code:
6170
Content Track:
Advising Clients
Current Membership Year:
2021
Total Membership Years:
4
Court of the Table Years:
0
Top of Table Years:
0

Speaker Bio

Byoung Soo Jun joined MetLife in 2010 and focuses on recommending life insurance coverage to clients.
전병수는 2010년에 MetLife에 입사했으며, 현재 고객들에게 생명보험을 추천하는 데 집중하고 있습니다.

Session Title and Description

Build confidence through life insurance contracts

생명보험 계약을 통해 신뢰 쌓기

This session includes Byoung Soo Jun's ideas on using statistics to explain and recommend life insurance to clients that focuses on life coverage.
이 강연에서는 통계를 활용하여 고객에게 생명보험을 설명하고 추천하는 방법을 소개하며, 생명보험 보장 범위에 대해 중점적으로 살펴봅니다.
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Byoung Soo 병수
Jun 전
Advising Clients
Korean

Zhang

Juzi

Language Presented:
Mandarin
Interpreted Languages:
Email:
6926431@qq.com
Company:
Address:
City:
State:
Country:
Zip Code:
Content Track:
Advising Clients
Current Membership Year:
2021
Total Membership Years:
5
Court of the Table Years:
4
Top of Table Years:
1

Speaker Bio

Zhang Juzi, an international finance major at Southwestern University of Finance and Economics, has held various positions at different financial institutions.
Zhang Juzi 就读于西南财经大学国际金融专业，曾于多家金融机构担任过不同职位。

Session Title and Description

How to meet the needs of China's new middle-class families

如何满足中国新中产家庭的服务需求

Zhang Juzi will discuss how middle-class families are coping with China's new economy and how the knowledge and tools offered by life insurance can help them.
Zhang Zhang 将讨论中产家庭如何应对中国的新经济以及如何运用寿险知识和工具为中产家庭提供帮助
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Zhang
Juzi
Advising Clients
Mandarin

Aaron

Kane

FChFP

B Bus

Language Presented:
English
Interpreted Languages:
Spanish
Email:
aaron@ekfinancialgroup.com.au
Company:
AMP Life Ltd-Australia
Address:
Shop G05 1090 Wellington Road
City:
Rowville
State:
Country:
Australia
Zip Code:
3178
Content Track:
Practice Management, Advising Clients
Current Membership Year:
2021
Total Membership Years:
7
Court of the Table Years:
5
Top of Table Years:
3

Speaker Bio

Aaron Kane, a seven-year MDRT member with two Court of the Table qualifications and three Top of the Table honors, has been a qualified financial advisor with AMP Financial Planning since 2007 and an accredited mortgage consultant since 2008. Kane has a broad-range of expertise in financial planning and mortgage broking areas, including superannuation, insurance, gearing and margin lending, self-managed super funds, home loans and finance.

Session Title and Description

40% increase in revenue and higher client satisfaction during a pandemic

As a second generation financial advisor, Kane explains how he turned his dad's “good” business into a “great” business, with 30% fewer clients and 40% more revenue, in just over 12 months — during a pandemic! Charging a higher fixed fee yielded more client satisfaction, higher staff energy and a team-sharing culture. He also shares his strategy for introducing this new fee structure to clients.
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Aaron
Kane
FChFP
B Bus
Practice Management, Advising Clients
English
Spanish

Chul

Kang

Language Presented:
Korean
Interpreted Languages:
Email:
feelfounder@gmail.com
Company:
Orange Life Insurance, Ltd
Address:
318, Teheran-ro, Gangnam-gu,
8F, Orange Tower
City:
Seoul
State:
Country:
Republic of Korea
Zip Code:
6211
Content Track:
Practice Management
Current Membership Year:
2021
Total Membership Years:
7
Court of the Table Years:
1
Top of Table Years:
0

Speaker Bio

Chul Kang is a financial advisor who focuses on connecting with clients and gaining referrals through different virtual platforms.
강철은 고객과 소통하고 여러 온라인 플랫폼을 통해 소개를 확보하는 데 주력하는 재무상담사입니다.

Session Title and Description

How to become a top producer using virtual platforms

온라인 플랫폼을 활용하여 최고의 설계사가 되는 방법

In this session, Chul Kang shares examples of how to secure referrals through virtual environments. From seminars to webinars, he explains how these online tools can offer an easier, more convenient way to better understand clients' needs, provide financial advice and increase the probability of closing more business.
이 강연에서 강철은 온라인 환경을 통해 소개를 확보하는 방법을 여러 가지 예시로 공유합니다. 세미나, 웨비나 등 온라인 도구를 활용하면 보다 쉽고 편리하게 고객의 니즈를 이해하고, 재무 상담을 제공하고, 계약을 더 많이 성사시킬 확률을 높일 수 있습니다.
CLOSE
Chul
Kang
Practice Management
Korean

소리 So Ree

Kang

Language Presented:
Korean
Interpreted Languages:
Email:
kangpro119@naver.com
Company:
Tong Yang Life Insurance-Korea
Address:
7F
329, Teheran-Ro, Gangnam-Gu
City:
Seoul
State:
Country:
Republic of Korea
Zip Code:
6150
Content Track:
Whole Person
Current Membership Year:
2021
Total Membership Years:
7
Court of the Table Years:
0
Top of Table Years:
0

Speaker Bio

So Ree Kang is a financial advisor who specializes in gaining referrals through managing family contracts.
강소리는 가족 계약을 통해 소개를 확보하는 데 특화된 재무상담사입니다.

Session Title and Description

Become an expert on insurance planning for families

가족 보험 설계 전문가 되기

Become an expert on comprehensive insurance management by focusing more on family units rather than single contracts. So Ree Kang shares her insights as to how contracting insurance policies for clients' unborn children can lead to gaining trust and generating referrals.
개인 계약보다 가족 단위 계약에 집중하여 종합적인 보험 관리 전문가가 되어 보십시오. 강소리가 태아 보험 계약을 통해 신뢰를 쌓고 소개를 창출하는 방법에 관한 자신의 의견을 공유합니다.
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소리 So Ree
Kang
Whole Person
Korean

Yong

Sik

Kim

Language Presented:
Korean
Interpreted Languages:
Email:
eragapeo@nate.com
Company:
MetLife Korea
Address:
2397, Dalgubeol-daero
Suseong-gu 18
City:
Daegu
State:
Country:
Republic of Korea
Zip Code:
42019
Content Track:
Whole Person
Current Membership Year:
2021
Total Membership Years:
16
Court of the Table Years:
2
Top of Table Years:
0

Speaker Bio

Yong Sik Kim joined MetLife in 2005 and has been a dedicated agent and mentor for years within MetLife Korea.
김용식(Yong Sik Kim) 회원은 2005년에 MetLife에 입사했으며, 한국 MetLife에서 수년 동안 열정적인 에이전트이자 멘토로 지내왔습니다.

Session Title and Description

The secret of the long run

롱런의 비결

What are the most basic aspects of a job, and what is your role in meeting with clients? Yong Sik Kim explores these questions and finds that, if you leave the important things behind because they weigh heavily on your life, you will not be able to go a long way. The clients we meet should make a new dream through us.
직업의 가장 기본적인 측면은 무엇이며, 고객을 만나는 데 있어서 여러분의 역할은 무엇입니까? 김용식 회원은 이러한 질문에 답하면서, 중요한 것들을 지나치면 삶에 큰 무게를 지우게 되어 장기적으로 나아갈 수 없을 것이라는 이야기를 공유합니다. 우리가 만나는 고객은 우리를 통해 새로운 꿈을 꿀 수 있어야 합니다.
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Yong
Sik
Kim
Whole Person
Korean

Yoon Seok 윤석

Kim 김

Language Presented:
Korean
Interpreted Languages:
Email:
baboys1201@naver.com
Company:
MetLife Korea
Address:
14F
520, Yeongdong-daero, Gangnam-gu
City:
Seoul
State:
Country:
Republic of Korea
Zip Code:
6170
Content Track:
Current Membership Year:
2021
Total Membership Years:
6
Court of the Table Years:
0
Top of Table Years:
0

Speaker Bio

Yoon Seok Kim has been working at MetLife since 2012 and has discovered that providing economic knowledge and coverage information to his clients has proven to be very effective to closing the contract.
김윤석은 2012년부터 MetLife에서 근무했으며, 고객에게 경제 지식과 보험 보장 정보를 제공하면 매우 효과적으로 거래를 성사시킬 수 있다는 사실을 확인했습니다.

Session Title and Description

Build a goal-setting process for clients

고객을 위한 목표 설정 과정 세우기

In this session, Yoon Seok Kim shares his strategy for guiding clients to achieving their dreams through proper goal-setting practices.
이 강연에서 김윤석은 고객에게 알맞은 목표를 설정하도록 안내하고 이를 통해 꿈을 실현하게 하는 자신만의 전략을 공유합니다.
CLOSE
Yoon Seok 윤석
Kim 김
Korean

Marta

Borbala

Kiraly

Language Presented:
English
Interpreted Languages:
Email:
marta.borbala.kiraly@gmail.com
Company:
MetLife Insurance Company-Hungary
Address:
4 Kodaly Zoltan Street
City:
Gyor
State:
Country:
Hungary
Zip Code:
9023
Content Track:
Marketing
Current Membership Year:
2021
Total Membership Years:
5
Court of the Table Years:
1
Top of Table Years:
1

Speaker Bio

Marta Kiraly, a four-year MDRT member, has been in the financial services profession for more than a decade, working mostly with business owners, executives and other professionals. Kiraly also serves as a mentor to financial advisors.

Session Title and Description

Successful prospecting through Facebook

Differentiating yourself is the name of the game when it comes to prospecting online. Kiraly explains three key elements to successfully acquire more prospects through Facebook.
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Marta
Borbala
Kiraly
Marketing
English

Su Mei

Lai

Language Presented:
Mandarin
Interpreted Languages:
Email:
sumay6858@hotmail.com
Company:
Nan Shan Life Ins Co Ltd
Address:
8/F No 266 Songjiang Rd
Zhongshan Dist
City:
Taipei
State:
Country:
Taiwan
Zip Code:
104
Content Track:
Whole Person
Current Membership Year:
2021
Total Membership Years:
6
Court of the Table Years:
0
Top of Table Years:
0

Speaker Bio

Su Mei Lai believes that success is the result of habits. If you have a plan, you'll never be in a rush, and if you have a goal, you'll never panic.
Su Mei Lai 认为，成功是一种习惯。有计划不忙，有目标不慌。

Session Title and Description

Be an active learner

要做一个自主学习者。

Su Mei Lai will explain how establishing good relationships through volunteering, maintaining client-oriented services and continuous learning will bring added value to your clients.
Su Mei Lai 将解释如何通过志愿服务建立良好关系。同时指出，保持以客户为中心的服务和持续学习将为客户带来附加价值。
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Su Mei
Lai
Whole Person
Mandarin

Alexander

Michael

Lee

B Comm

Language Presented:
English
Interpreted Languages:
Cantonese
Email:
alee@mcqueengroup.com.au
Company:
ANZ Life Assurance Co Ltd
Address:
McQueen Group
Level 21, 357 Collins Street
City:
Melbourne
State:
VIC
Country:
Australia
Zip Code:
3000
Content Track:
Practice Management
Current Membership Year:
2021
Total Membership Years:
3
Court of the Table Years:
1
Top of Table Years:
0

Speaker Bio

Alexander Lee is a two-year MDRT member who enjoys sharing strategies that have helped him along the way during his career.

Session Title and Description

Incorporating team values into the day to day

Lee explores how implementing core values in your business encourages your team to perform with tenacity and confidence.
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Alexander
Michael
Lee
B Comm
Practice Management
English
Cantonese

Laurie

Leja

CLTC

Language Presented:
English
Interpreted Languages:
Email:
laurieleja@aol.com
Company:
Northwestern Mutual
Address:
1725 E. Seminole Ln
City:
Mount Prospect
State:
IL
Country:
United States
Zip Code:
60056
Content Track:
Practice Management
Current Membership Year:
2021
Total Membership Years:
19
Court of the Table Years:
1
Top of Table Years:
0

Speaker Bio

Laurie Leja is an 18-year MDRT member who started her own practice 30 years ago with Northwestern Mutual. Leja serves on the board of Northwestern Mutual's largest study group, Physicians Nationwide, and 2020 was her best year yet. She was also recently recognized as the first woman in her Chicago agency to qualify for the top 10 in premium ranking out of 144 advisors.

Session Title and Description

MVP: Maximizing veteran performance

In this session, Leja shares how hiring a qualified coach can contribute to maximizing growth and retirement income.
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Laurie
Leja
CLTC
Practice Management
English

Panagiotis

Leledakis

LUTCF

IRMA

Language Presented:
English
Interpreted Languages:
Spanish
Email:
PAN@IFAACADEMY.EU
Company:
Address:
City:
State:
Country:
Zip Code:
Content Track:
Marketing
Current Membership Year:
2021
Total Membership Years:
3
Court of the Table Years:
2
Top of Table Years:
1

Speaker Bio

Panagiotis Leledakis, a two-year MDRT member with one Court of the Table qualification, has been in the insurance profession for 21 years. He is an expert on the topics of millennials, digital transformation, internet marketing strategies and new technologies in the insurance industry. Leledakis is credited for inventing two innovative software programs for insurance needs analysis by implementing the science of risk management, artificial intelligence and extensive neuroscience research on risk perception and decision making.

Session Title and Description

Find new prospects using cutting-edge technology

Technology provides amazing tools to find solutions in every aspect of our profession. Leledakis explores how to leverage the immense power of the internet to attract new generations and tech-savvy clients. Creating an omnichannel environment will not only propel new business but also better serve existing clients.
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Panagiotis
Leledakis
LUTCF
IRMA
Marketing
English
Spanish

Kung Yin (Sigma)

Leung

Language Presented:
Cantonese
Interpreted Languages:
Email:
sigma.leung@aia.com.hk
Company:
AIA International Limited
Address:
OLY SF 5p-08127-76967
Gateway Tower 6 1701 Harbour City, Tsim Sha Tsui
City:
Hong Kong
State:
Country:
Hong Kong, China
Zip Code:
Content Track:
Marketing
Current Membership Year:
2021
Total Membership Years:
9
Court of the Table Years:
0
Top of Table Years:
0

Speaker Bio

Kung Yin Leung is regional director at AIA Hong Kong and the recipient of many industry awards.
Kung Yin Leung 是 AIA（香港）的地區總監，曾獲許多業界獎項

Session Title and Description

Rocket-like referrals and recruitment

火箭式轉介紹和招募

In your career development, you tend to encounter bottlenecks when you want to move forward but find yourself stuck. In this session, Kung Yin Leung discusses how he has helped countless teams over the years breakthrough these challenges to achieve their goals in a short period of time through rocket-like expansion.
在事業發展的路上，瓶頸位往往是在高不成低不就的時間，想向前進步但總是有心無力。在本場演講中，Kung Yin Leung 將探討他多年來如何協助無數團隊突破這些挑戰，透過火箭式擴展在短時間內實現目標。
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Kung Yin (Sigma)
Leung
Marketing
Cantonese

Leada

Li

Language Presented:
English
Interpreted Languages:
Email:
leadali@aia.com.hk
Company:
AIA Hong Kong
Address:
Uni Sun Minerva A9-08736-B4027
Aia Hk Tower 808, 734 King's Road
City:
Quarry Bay
State:
Country:
Hong Kong
Zip Code:
Content Track:
Retrieving data. Wait a few seconds and try to cut or copy again.
Current Membership Year:
2021
Total Membership Years:
4
Court of the Table Years:
4
Top of Table Years:
2

Speaker Bio

Leada Li, who joined AIA Hong Kong in 2017 with a background in accounting and finance, provides financial advice to her clients to help them build a balanced portfolio and plan for the long term.

Session Title and Description

Stand out from the competition

In her session, Leada Li explains how helping clients achieve their financial goals through long-term planning builds client trust and your COI network.
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Leada
Li
Retrieving data. Wait a few seconds and try to cut or copy again.
English

Li-Ting

Lin

Language Presented:
Mandarin
Interpreted Languages:
Email:
n215527@cathaylife.com.tw
Company:
Cathay Life Insurance Co, Ltd
Address:
10F-1 #506 Yonglong Rd
Dali District
City:
Taichung City
State:
Country:
Taiwan
Zip Code:
412
Content Track:
Advising Clients
Current Membership Year:
2021
Total Membership Years:
6
Court of the Table Years:
1
Top of Table Years:
0

Speaker Bio

Perfect attendance award winner with a passion for insurance
金勤獎得主，熱愛保險

Session Title and Description

Helping clients achieve their goals

帮助客户达成目标

Li-Ting Lin will explain how professional financial advisors should guide prospects toward what they need rather than what they want.
Li-Ting Lin 将解释专业的理财顾问应该如何引导客户至需要而非想要。
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Li-Ting
Lin
Advising Clients
Mandarin

Xinyue Linda

Liu

Language Presented:
English
Interpreted Languages:
Email:
Linda.reina.liu@gmail.com
Company:
Prudential Hong Kong Limited
Address:
Prudential Hong Kong Limited (D1306)
15/F, Prudential Tower, The Gateway, Harbour City, 21 Canton Road, Tsim Sha Tsui, Kowloon
City:
Hong Kong
State:
Country:
Hong Kong, China
Zip Code:
Content Track:
Advising Clients, Whole Person
Current Membership Year:
2021
Total Membership Years:
5
Court of the Table Years:
0
Top of Table Years:
0

Speaker Bio

Xinyue Linda Lui is a four-year MDRT member. Originally from mainland China, she went to the UK at the age of 10, spent her adolescence in New Zealand and acted as an interpreter for a local consulate before she stepped into the insurance profession in 2016. She is now based in Hong Kong, China.

Session Title and Description

A millennial MDRT member: How to overcome culture differences

After spending half of her life facing the ups and downs of living abroad, Xinyue Linda found a proactive way to handle cultural differences she encountered. This session focuses on how applying the MDRT's Whole Person concept can benefit millennials by enhancing their self-awareness and adaptiveness.
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Xinyue Linda
Liu
Advising Clients, Whole Person
English

Nick

Longo

ADFP

Language Presented:
English
Interpreted Languages:
Email:
nick@relevantfinancial.com.au
Company:
Address:
Suite 12, 150 Chestnut St
City:
Richmond
State:
VIC
Country:
Australia
Zip Code:
3121
Content Track:
Practice Management
Current Membership Year:
2021
Total Membership Years:
4
Court of the Table Years:
0
Top of Table Years:
0

Speaker Bio

Nick Longo, a four-year MDRT member, is a partner at a private financial planning firm in Melbourne, Australia, which is a fee-for-service practice. He has been a financial planner for more than 12 years and has successfully adapted and thrived in the evolution of financial advice in Australia. He is the current MDRT MCC Area Chair for Victoria.

Session Title and Description

Reaching peak productivity through the accountability call

Longo and his fellow MDRT members created an accountability call during the first lockdown in Melbourne, Australia, during the pandemic as a means to keep performance and productivity at peak levels. Learn the tools and structure to easily implement your own accountability team to take your productivity to new highs.
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Nick
Longo
ADFP
Practice Management
English

Xiali

Luo

Language Presented:
Mandarin
Interpreted Languages:
Email:
158654971@qq.com
Company:
MetLife
Address:
6F Central Xin Hui A
No 89 Zhapu Road Hongkou District
City:
Shanghai
State:
Country:
China
Zip Code:
200085
Content Track:
Advising Clients
Current Membership Year:
2021
Total Membership Years:
10
Court of the Table Years:
6
Top of Table Years:
1

Speaker Bio

Xiali Luo joined MetLife in 2009 and has been a productive agent in Shanghai, sharing her experiences as a team leader and MDRT mentor with new advisors.
Xiali Luo 于 2009 年加入 MetLife，是上海地区业绩卓著的代理人。此次，她将与新顾问分享自己作为团队领导者及百万圆桌导师的经验。

Session Title and Description

Sustainable sales model

可持续销售模式

In this session, Xiali Luo explains how referrals, policy anniversary reviews and needs-based selling compose the ideal sales model.
在此次会议中，Xiali Luo 会展示构成理想销售模式的三大因素：转介绍、保单周年回顾以及基于需求的销售。
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Xiali
Luo
Advising Clients
Mandarin

Michael

Morrow

CFP

Language Presented:
English
Interpreted Languages:
Email:
michael@ideasforadvisors.com
Company:
Ideas For Advisors
Address:
200-905 Tungsten St
City:
Thunder Bay
State:
ON
Country:
Canada
Zip Code:
P7B 5Z3
Content Track:
Advising Clients
Current Membership Year:
2021
Total Membership Years:
14
Court of the Table Years:
0
Top of Table Years:
0

Speaker Bio

Michael Morrow, CFP, is a 14-year MDRT member, international speaker, media commentator and author. A financial advisor for 30 years, Morrow knows what it takes to build a successful, referral-based business from the ground up. He is widely recognized as an expert in client engagement and fostering client loyalty. He has previously spoken at several MDRT Annual Meetings.

Session Title and Description

Strategies to foster client loyalty

Client appreciation goes a long way. Learn Morrow's best ideas for retaining clients through special touches.
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Michael
Morrow
CFP
Advising Clients
English

Brad

Myers

Language Presented:
English
Interpreted Languages:
Email:
bmyers.dwm@gmail.com
Company:
Penn Mutual Life
Address:
1124 W. South Jordan Parkway, Suite D
Suite D
City:
South Jordan
State:
UT
Country:
United States
Zip Code:
84095
Content Track:
Marketing
Current Membership Year:
2021
Total Membership Years:
19
Court of the Table Years:
10
Top of Table Years:
2

Speaker Bio

Brad Myers is a 19-year MDRT member with eight Court of the Table qualifications and two Top of the Table honors. He has spoken at several MDRT meetings.

Session Title and Description

Referrals: What you do before and after the sale makes all the difference

Don't be kept a secret! Setting the stage early on in your interactions with a prospect will increase your ability to ask for and receive referrals. Myers shares how his follow-ups after the sale lead to more introductions.
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Brad
Myers
Marketing
English

Su Kyung

Nam

Language Presented:
Korean
Interpreted Languages:
Email:
karanam@daum.net
Company:
MetLife Korea
Address:
14F
520, Yeongdong-daero, Gangnam-gu
City:
Seoul
State:
Country:
Republic of Korea
Zip Code:
6170
Content Track:
Advising Clients
Current Membership Year:
2021
Total Membership Years:
11
Court of the Table Years:
1
Top of Table Years:
0

Speaker Bio

Su Kyung Nam is a financial advisor who encourages involvement in the MDRT Mentoring Program.
남수경은 MDRT 멘토링 프로그램 참여를 장려하는 재무상담사입니다.

Session Title and Description

How the MDRT Mentoring Program can benefit you

MDRT 멘토링 프로그램이 주는 이점

Su Kyung Nam explains how the MDRT Mentoring Program provides an opportunity for growth and development for all participants.
남수경을 통해 MDRT 멘토링 프로그램이 모든 멘토링 참여자에게 제공하는 성장과 발전의 기회에 대해 알아보십시오.
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Su Kyung
Nam
Advising Clients
Korean

Adrian Enrique

Orozco Silva

Language Presented:
Spanish
Interpreted Languages:
Email:
aorozcogrupokc@gmail.com
Company:
MetLife Mexico SA
Address:
Bahia De San Hipolito # 43 Edificio Fuego 703
Anahuac Delegacion Miguel Hidalgo
City:
Cuidad De Mexico
State:
DF
Country:
Mexico
Zip Code:
11320
Content Track:
Whole Person
Current Membership Year:
2021
Total Membership Years:
14
Court of the Table Years:
10
Top of Table Years:
0

Speaker Bio

Life Member of the Million Table and Member of the Communication Committee of the Million Table for the fourth consecutive year.
Miembro Vitalicio de The Million Dollar Round Table y miembro del Comité de Comunicaciones con la Membrecía de MDRT por cuarto año consecutivo.

Session Title and Description

Cold prospecting

Prospección en frío

Adrian Enrique Orozco Silva will share his ideas on how what we say to ourselves is much more powerful than what we say to others.
Adrián Enrique Orozco Silva comparte sus ideas de cómo lo que nos decimos a nosotros mismos resulta mucho más poderoso que lo que decimos a los demás.
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Adrian Enrique
Orozco Silva
Whole Person
Spanish

준희 Joon Hee

Park 박

Language Presented:
Korean
Interpreted Languages:
Email:
dominiko82@hanmail.net
Company:
KMI Asset
Address:
4 Songi-Ro 23-Gil Songpa-Gu
3F TJ Building (Double H Partners)
City:
Seoul
State:
Country:
Republic of Korea
Zip Code:
5828
Content Track:
Advising Clients
Current Membership Year:
2021
Total Membership Years:
10
Court of the Table Years:
3
Top of Table Years:
1

Speaker Bio

Joon Hee Park is a finance and investment advisor with experience as a financial psychology analyst and instructor. He credits hard work and a sense of mission to achieving sustainable success.
박준희는 재무심리분석사 및 강사 경력이 있는 재무 및 투자 상담사입니다. 그는 근면과 더불어 지속 가능한 성공의 실현에 대한 사명감을 중요하게 생각합니다.

Session Title and Description

MDRT in my life

내 삶의 MDRT

This session explores Joon Hee Park's experiences and thoughts on how planning for the future of your career should always be top of mind.
이 강연에서는 박준희가 미래의 커리어를 어떻게 설계할 것인지를 항상 먼저 생각해야 한다는 점에 대해 자신의 경험과 생각을 이야기합니다.
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준희 Joon Hee
Park 박
Advising Clients
Korean

Amnat

Ratanabanyat

Language Presented:
Thai
Interpreted Languages:
Email:
amnatr@gmail.com
Company:
Allianz Ayudhya Assurance PCL
Address:
104 Panawong Building 6th Floor Room 601
Surawong Road Bangrak
City:
Bangkok
State:
Country:
Thailand
Zip Code:
10500
Content Track:
Whole Person
Current Membership Year:
2021
Total Membership Years:
8
Court of the Table Years:
3
Top of Table Years:
0

Speaker Bio

Amnat Ratanabanyat, of Bangkok, Thailand, has been an MDRT member for seven years. He holds a master’s degree in architecture and was a professor of architecture, but a life-changing experience eventually led him to become one of the most successful life insurance agents in Thailand.
"Amnat Ratanabanyat มาจากกรุงเทพ ประเทศไทย เป็นสมาชิก MDRT เป็นเวลาเจ็ดปี เขาสำเร็จการศึกษาระดับปริญญาโทด้านสถาปัตยกรรม และเป็นศาสตราจารย์ด้านสถาปัตยกรรม แต่ในที่สุดประสบการณ์ที่เปลี่ยนแปลงชีวิตของเขาก็ทำให้เขากลายเป็นตัวแทนประกันชีวิต ที่ประสบความสำเร็จมากที่สุดคนหนึ่งในประเทศไทย "

Session Title and Description

Explore the best in you

ค้นหาสิ่งที่ดีที่สุดในตัวคุณ

Ratanabanyat shares how he believes adversities and obstacles are assets, and why people who have been through difficult times are better equipped. He discusses why you should take pride in yourself, work hard, learn more and keep improving so you can one day actually thank your adversities and obstacles.
Ratanabanyat แบ่งปันวิธีที่เขาเชื่อว่าความทุกข์ยากและอุปสรรคคือทรัพย์สิน และเหตุผลที่คนที่เคยผ่านความยากลำบากมาแล้วนั้นมีความพร้อมที่มากกว่า เขาพูดคุยถึงความภาคภูมิใจในตัวเองที่เราควรมี การทำงานหนักและเรียนรู้ให้มากขึ้น และพัฒนาไปเรื่อยๆ เพื่อที่วันหนึ่งคุณจะได้ขอบคุณความทุกข์ยากและอุปสรรคของคุณ
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Amnat
Ratanabanyat
Whole Person
Thai

Thidarat 

Saksayamkul

Language Presented:
Thai
Interpreted Languages:
Email:
oil.bass@gmail.com
Company:
AIA
Address:
181 Surawongse Bangrak
City:
Bangkok
State:
Country:
Thailand
Zip Code:
10500
Content Track:
Practice Management
Current Membership Year:
2021
Total Membership Years:
9
Court of the Table Years:
3
Top of Table Years:
0

Speaker Bio

Thidarat Saksayamkul, who joined AIA in 2009 and specializes in wealth management planning, has spoken around the world on her sales ideas and strategies. Through discipline, hard work and passion, she has developed her team into successful advisors.

Session Title and Description

How to transform from insurance agent to financial advisor

วิธีการเปลี่ยนจากการเป็นตัวแทนประกันชีวิตเป็นที่ปรึกษาทางการเงิน

Saksayamkul discusses how to build trust, gather financial data, establish a selling base and achieve Top of the Table as a financial advisor.
Saksayamkul พูดถึงวิธีการสร้างความไว้วางใจ การรวบรวมข้อมูลทางการเงิน การสร้างฐานการขายและการได้มาซึ่งคุณสมบัติสมาชิก
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Thidarat 
Saksayamkul
Practice Management
Thai

Natthaphat

Silsaksom

Language Presented:
Thai
Interpreted Languages:
Email:
natthaphat23@gmail.com
Company:
South East Life Insurance Co Ltd
Address:
315 Silom Road 8th Floor
Bangrak
City:
Bangkok
State:
Country:
Thailand
Zip Code:
10500
Content Track:
Marketing
Current Membership Year:
2021
Total Membership Years:
7
Court of the Table Years:
2
Top of Table Years:
0

Speaker Bio

Among the all-time top three company executives, a 3-year MDRT and 2-year COT member. and FChfP qualified.
ในบรรดาผู้บริหารระดับสูงตลอดกาลสามบริษัท เขาเป็นสมาชิก MDRT เป็นเวลา 3 ปีและสมาชิกระดับ COT 2 ปี และได้รับการรับรองจาก FChfP

Session Title and Description

Marketing has no end

การตลาดไม่มีจุดสิ้นสุด

As financial advisors, we must be adept in marketing and in solving problems for our clients. Natthaphat Silsaksom focuses on more than just the bottom line; he works to gain the trust of his clients. With trust, viral marketing will rise, and our client base will expand.
ในฐานะที่ปรึกษาทางการเงิน เราต้องมีความเชี่ยวชาญในด้านการตลาด และในการแก้ปัญหาให้กับลูกค้าของเรา Natthaphat Silsaksom มุ่งเน้นไปที่การให้ได้มาซึ่งความไว้วางใจจากลูกค้าของเขามากกว่ากำไรหรือขาดทุนของบริษัท ด้วยความไว้วางใจ การตลาดแบบปากต่อปากจะเพิ่มขึ้น และฐานลูกค้าของเราจะขยายตัว
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Natthaphat
Silsaksom
Marketing
Thai

Junghun 정훈

Suh 서

Language Presented:
Korean
Interpreted Languages:
Email:
airmax75@hanmail.net
Company:
Orange Life Insurance, Ltd
Address:
50, Seosomun-ro, Jung-gu,
9F, Central Place
City:
Seoul
State:
Country:
Republic of Korea
Zip Code:
4505
Content Track:
Marketing
Current Membership Year:
2021
Total Membership Years:
8
Court of the Table Years:
0
Top of Table Years:
0

Speaker Bio

Junghun Suh is a financial advisor who delivers the true value of life insurance and helps clients understand the benefits of coverage.
서정훈은 생명보험의 진정한 가치를 전달하고 고객이 보험 보장의 이점을 이해하도록 돕는 재무상담사입니다.

Session Title and Description

Whole life insurance in the era of single-person households

1인 가구 시대의 종신보험

Whole life insurance is not only beneficial after one's death. You can benefit from it in your life, even before death. In this presentation, Junghun Suh explains how single-person households are the ones who have the most need for whole life insurance.
종신보험은 사망 후에만 혜택을 제공하는 것이 아닙니다. 생전에도 종신보험의 이점을 누릴 수 있습니다. 이 강연에서 서정훈은 1인 가구에 종신보험이 그 무엇보다도 중요하다는 점을 설명합니다.
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Junghun 정훈
Suh 서
Marketing
Korean

Natt

Supanatkullanan

FChFP

ChLP

Language Presented:
Thai
Interpreted Languages:
Email:
natty-nn@hotmail.com
Company:
Muang Thai Life Assurance PCL
Address:
9/119 Centric Scene Condo, Phahonyothin Soi 9, Samsennai
Phayathai
City:
Bangkok
State:
Country:
Thailand
Zip Code:
10400
Content Track:
Marketing
Current Membership Year:
2021
Total Membership Years:
6
Court of the Table Years:
2
Top of Table Years:
0

Speaker Bio

6-year MDRT and 2-year COT member, MCC MDRT Thailand MDRT MTL Ambassador 2018-2021, MDRT Kick-off 2019 speaker, Thai FA-MDRT 2016 speaker
สมาชิก MDRT 6 ปี และสมาชิกระดับ COT 2 ปี MCC MDRT Thailand, MDRT MTL Ambassador ปี 2018-2021 วิทยากร MDRT Kick-off ปี 2019 วิทยากร Thai FA-MDRT ปี 2016

Session Title and Description

Creating a client market through online media

การสร้างตลาดลูกค้าผ่านสื่อออนไลน์

More people are showing interest in life insurance products and giving them higher priority. For this reason, Natt Supanatkullanan views online marketing as an answer to the current lifestyle. By being omnipresent and without limitations, this strategy offers an unlimited supply of clients.
ผู้คนจำนวนมากแสดงความสนใจในผลิตภัณฑ์ประกันชีวิต และให้ความสำคัญกับมันมากขึ้น ด้วยเหตุนี้ Natt Supanatkullanan จึงมองว่าการตลาดออนไลน์เป็นสิ่งที่ตอบโจทย์ไลฟ์สไตล์ในปัจจุบัน ด้วยความสามารถการอยู่ทั่วไปทุกหนทุกแห่งและความไม่มีข้อจำกัด กลยุทธ์นี้จึงมอบอุปทานของลูกค้าได้อย่างไม่จำกัด
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Natt
Supanatkullanan
FChFP
ChLP
Marketing
Thai

Wataru

Susa

Language Presented:
Japanese
Interpreted Languages:
Email:
wataru.susa@prudential.co.jp
Company:
Prudential Life Ins Co Ltd
Address:
Prudential Tower 22F
2-13-10 Nagatacho Chiyoda-Ku
City:
Tokyo
State:
Country:
Japan
Zip Code:
100 0014
Content Track:
Advising Clients, Marketing
Current Membership Year:
2021
Total Membership Years:
11
Court of the Table Years:
5
Top of Table Years:
0

Speaker Bio

Wataru Susa started his career in accounting and finance in the construction industry, and in 2006, joined Prudential Life. His primary focus is working with practicing physicians and SME owners.
諏佐渉は総合建設業の経理財務を経験後、2006年にプルデンシャル生命に入社しました。主に開業医と中小企業のサポートを中心に活動しています。

Session Title and Description

Branding and prospecting to improve client satisfaction

顧客満足度を上げるブランディングと見込客発見

Wataru Susa will share how focusing on the needs of his clients, both financially and mentally, not only contributes to their overall well-being but ensures a constant flow of prospects for his business as well.
顧客の人生を物心ともに豊かにするサポートをすることを命題にライフプランナーをしています。人生をサポートする担当者としてなら、顧客の人生を豊かにする一助になると考えているからです。
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Wataru
Susa
Advising Clients, Marketing
Japanese

Napatchsa

Tharachewin

Language Presented:
Thai
Interpreted Languages:
Email:
Napatchsa.t@gmail.com
Company:
Bangkok Life Assurance Public Company Limited
Address:
23 115-121 Soi Sun Wichai
Rama 9 Rd. Bangkapi Huaykwang
City:
Bangkok
State:
Country:
Thailand
Zip Code:
10310
Content Track:
Marketing
Current Membership Year:
2021
Total Membership Years:
5
Court of the Table Years:
0
Top of Table Years:
0

Speaker Bio

From a physical therapist to 5 consecutive years as an MDRT member, FChFP, AFPT, LUTCF
คำถามที่ดีมีประโยชน์มากมาย เมื่อ Napatchsa Tharachewin แลกเปลี่ยนบทสนทนากับลูกค้า มันไม่ใช่แค่การนำเสนอข้อมูล แต่ยังสร้างความไว้วางใจและความเชื่อมั่นในความมุ่งมั่นในการแก้ไขปัญหาของลูกค้า เธอจะมาแบ่งปันวิธีการที่คำถามอันทรงพลังสามารถสร้างบทสนทนาที่ดีระหว่างคุณกับลูกค้า

Session Title and Description

Crafting a question that gives results

สร้างคำถามที่ให้ผลลัพธ์

A good question offers great benefits. When Napatchsa Tharachewin exchanges dialogue with a client, it is not just to present information but also to build trust and conviction in her commitment to solve their problem. She will share how a powerful question can create a good conversation between you and your clients.
จากนักกายภาพบำบัดมาเป็นสมาชิก MDRT, FChFP, AFPT, LUTCF 5 ปีติดต่อกัน
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Napatchsa
Tharachewin
Marketing
Thai

Andrew

Tice

FIC

Language Presented:
English
Interpreted Languages:
Email:
andrew.tice@kofc.org
Company:
Knights of Columbus
Address:
8701 Bedford Euless Rd Ste 304
City:
Hurst
State:
TX
Country:
United States
Zip Code:
76053
Content Track:
Whole Person
Current Membership Year:
2021
Total Membership Years:
4
Court of the Table Years:
0
Top of Table Years:
0

Speaker Bio

After many years of struggling to find true enrichment, Andrew Tice, FIC, discovered that helping others achieve their dreams also helped him achieve his.

Session Title and Description

Dream big

Tice shares how he realized that helping others with their dreams motivated him to start dreaming himself. His experiences will inspire you to not only dream, but dream big!
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Andrew
Tice
FIC
Whole Person
English

Yoshito

Tsukahara

Language Presented:
Japanese
Interpreted Languages:
Email:
yoshito@assist-hoken.jp
Company:
Sompo Himawari Life Insurance Inc
Address:
Shinjuku Central Park Bldg 14F
6-13-1 Nishi-Shinjuku Shinjuku-Ku
City:
Tokyo
State:
Country:
Japan
Zip Code:
1638626
Content Track:
Marketing
Current Membership Year:
2021
Total Membership Years:
9
Court of the Table Years:
0
Top of Table Years:
0

Speaker Bio

After transitioning his focus from alpine skiing to life insurance, Yoshito Tsukahara served as company chair of SOMPO Japan Himawari Life for two terms. His focus is to educate and recommend life insurance products to clients of property/casualty insurance.
学生時代はアルペンスキー、や自転車競技に明け暮れていましたが、生保に転向してからはSOMPOひまわり生命分会代表を勤めました。個人、法人の損害保険のお客さまを軸に生命保険の提案と問題解決に日々慢心しています。

Session Title and Description

Creating advocates

お客様ファン作り

Time is a limited asset so how and with whom you spend it with is important. Yoshito Tsukahara will explain how spending more quality time with your family, friends and clients will establish a sense of advocacy and support for one another � which is a priceless gift.
時間は限りのある資産なので、どう使うかは重要です。塚原睦人は自身を見つめることを大切にし、思いをお客さま、仲間、家族と共有し、ファンになっていただくことで同じ思いの仲間が増えていくことが理想だと考えています。
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Yoshito
Tsukahara
Marketing
Japanese

Daizaburo

Uchino

Language Presented:
Japanese
Interpreted Languages:
Email:
uchino0110@gmail.com
Company:
Address:
Akasaka Seven Bldg 8F
2-12-15 Daimyo Tyuo-Ku Fukuoka-Shi
City:
Fukuoka
State:
Country:
Japan
Zip Code:
810-0041
Content Track:
Whole Person
Current Membership Year:
2021
Total Membership Years:
10
Court of the Table Years:
2
Top of Table Years:
1

Speaker Bio

After a career as a system engineer, Daizaburo Uchino joined Sompo Japan Life (currently SOMPO Himawari Life) in 2009. In 2018, he became independent, establishing Full Life Consulting in 2019. As a result of his personal experiences with financial difficulties, Uchino�s business focuses on providing financial and real estate advice to lower-income families with young children. He strives to make sure that such families have happier, more fulfilling lives.
大学卒業後、システム・エンジニアを経て2009年に損保ジャパンひまわり生命保険株式会社（現SOMPOひまわり生命）に転職し、2018年に独立し、2019年に株式会社Full Lifeコンサルティングを設立しました。幼少の頃より、家族やお金の問題に悩まされ、両親の老後破産も経験したことで、ライフプランやそれを実現させるためのマネープランの重要性を感じています。多くのご家庭がいつまでも笑顔あふれる人生となることを目指しています。

Session Title and Description

How to significantly increase your case size in the housing market

住宅マーケットで保険契約単価を飛躍的に上げる方法

When discussing the budget to purchase a home, Daizaburo Uchino makes sure his clients are aware of his method to reduce the fixed costs, which has the potential to save them a lot of money. In this session, he will describe how a well-balanced financial plan should include various risk management elements during the house-purchasing process.
内野大三郎は住宅購入予算について「FPの考える固定費削減方法」を解説し、住宅購入することで予算を獲得する方法を紹介します。「お金の設計図」によって必要な要素を解説し、住宅購入をしながらバランスのとれたファイナンシャル・プランでリスク管理をする方法を紹介します。
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Daizaburo
Uchino
Whole Person
Japanese

Nguyen

Thi

Van

Language Presented:
Vietnamese
Interpreted Languages:
Email:
Van_I5937@manulife.com.vn
Company:
Manulife Vietnam
Address:
WMC Building, 102 AB Cong Quynh Street
Pham Ngu Lao Ward, District 1
City:
Ho Chi Minh City
State:
Country:
Vietnam
Zip Code:
700000
Content Track:
Whole Person
Current Membership Year:
2021
Total Membership Years:
3
Court of the Table Years:
0
Top of Table Years:
0

Speaker Bio

Nguyen Thi Van joined Manulife Vietnam in 2018 and is the branch manager in Ho Chi Minh City. Her message of always thinking positive and finding a better solution to challenges has helped her to attain success in her achievements.
Bà Nguyễn Thị Vân gia nhập Manulife Việt Nam vào năm 2018 và hiện là Giám đốc chi nhánh tại Thành phố Hồ Chí Minh. Phương châm luôn suy nghĩ tích cực và tìm giải pháp tốt hơn cho mọi thách thức đã giúp bà gặt hái được thành công trong sự nghiệp của mình.

Session Title and Description

Finding success in volatility

Tìm kiếm thành công trong sự biến động

In this session, Nguyen Thi Van shares how her use of technology and social networks allows for more client outreach and candidate recruitment when face-to-face meetings are not possible.
Trong phiên họp này, bà Vân chia sẻ cách sử dụng công nghệ và mạng xã hội để tiếp cận khách hàng hiệu quả hơn và tuyển dụng ứng viên khi không thể gặp mặt trực tiếp.
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Nguyen
Thi
Van
Whole Person
Vietnamese

Wei

Wang

Language Presented:
Mandarin
Interpreted Languages:
Email:
wey300@cathaylife.com.tw
Company:
Cathay Life Insurance Co, Ltd
Address:
3F. No. 357 Sec. 4 Renai Rd. Daan
Dist. Taipei City 106 Taiwan R.O.C.
City:
Taipei City
State:
Country:
Taiwan
Zip Code:
106
Content Track:
Whole Person
Current Membership Year:
2021
Total Membership Years:
5
Court of the Table Years:
2
Top of Table Years:
0

Speaker Bio

Wei Wang, who went from a poor-performing novice to MDRT, has become a recruiting champion. He has systematically carried out marketing campaigns and recruited and developed new members.
Wei Wang 从一个表现不佳的新手变成百万圆桌会员，同时成为了招募会员的冠军。他曾系统地开展市场营销活动，招募并发展新会员。

Session Title and Description

Recruiting new members while developing personal marketing

在开展个人营销的同时招募新会员

Wei Wang will share how to recruit new members while still qualifying for MDRT, and how the momentum from developing them can be fed back into one's marketing performance.
Wei Wang 将分享如何在兼顾百万圆桌资格的情况下招募新会员，以及如何将发展新会员的动能反哺至个人的营销表现中。
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Wei
Wang
Whole Person
Mandarin

Pitchaya

Watcharakan

Language Presented:
Thai
Interpreted Languages:
Email:
Pipe_bla@hotmail.com
Company:
Bangkok Life Assurance Public Company Limited
Address:
23/115-121 Soi Sunvichai Rama9 Rd.
Bangkapi, Huaykwang,
City:
Bangkok
State:
Country:
Thailand
Zip Code:
10310
Content Track:
Marketing
Current Membership Year:
2021
Total Membership Years:
6
Court of the Table Years:
1
Top of Table Years:
0

Speaker Bio

Pitchaya Watcharakan entered the insurance industry after university graduation and has 12 years of experience in the business.

Session Title and Description

Why you should sell as a financial planner

ธีมการนำเสนอของ Pitchaya Watcharakan คือการขายในฐานะนักวางแผนทางการเงินที่ยึดมั่นในเป้าหมายของลูกค้า เธอจะพูดเกี่ยวกับการพัฒนาตนเองและวิธีสร้างแผนทางการเงิน

The theme of Pitchaya Watcharakan's presentation is to sell as a financial planner who adheres to clients' goals. She will speak on her personal development and how to create a financial plan.
ทำไมคุณควรขายในฐานะนักวางแผนทางการเงิน
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Pitchaya
Watcharakan
Marketing
Thai

Bei

Wei

Language Presented:
Mandarin
Interpreted Languages:
Email:
7431992@qq.com
Company:
Juntian Insurance Brokers (Shanghai) Co Ltd
Address:
802, Building 2
No.1 Hongxing Road, SEC. 3, Jinjiang District,
City:
Sichaun Chengdu
State:
Country:
China
Zip Code:
610041
Content Track:
Practice Management
Current Membership Year:
2021
Total Membership Years:
3
Court of the Table Years:
1
Top of Table Years:
0

Speaker Bio

Bei Wei has acquired 16 years of experience in the finance and insurance industry and has presented at numerous conferences over the years.
Bei Wei 拥有 16 年的金融和保险行业从业经验，多年来多次参加会议。

Session Title and Description

The premiere of life

人生首映礼

In this session, Bei Wei will discuss key points for life planning, passing parental wisdom to the next generation through systematic tools and how to maintain a time bank.
本次会议中，Bei Wei 将讨论人生规划的要点，家长的智慧需要通过系统性的“工具”实现给下一代的转移及传承以及“时间银行”的维护。
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Bei
Wei
Practice Management
Mandarin

Glen

Winata

Language Presented:
English
Interpreted Languages:
Spanish, Portuguese, Indonesian, Vietnamese, Greek, Hebrew, Hindi
Email:
gawinata@gmail.com
Company:
PT AIA Financial
Address:
AIA Central 20th Floor
Jl. Jend Sudirman Kav 48a
City:
Jakarta
State:
Country:
Indonesia
Zip Code:
12930
Content Track:
Advising Clients
Current Membership Year:
2021
Total Membership Years:
8
Court of the Table Years:
2
Top of Table Years:
0

Speaker Bio

As an eight-year MDRT member with two Court of the Table qualifications and a millennial himself, Glen Winata understands that millennials take their hopes and dreams very seriously, which is why he makes it a point to discuss health insurance centered around those aspirations.

Session Title and Description

Insurance as a dream guarantor for millennials

In this session, Winata describes how he approaches the topic of insurance to his fellow millennials, a generation that tends to shy away from talking about illness. He will explain how he helps them to understand that insurance can be a very supportive tool to accomplishing their dreams.
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Glen
Winata
Advising Clients
English
Spanish, Portuguese, Indonesian, Vietnamese, Greek, Hebrew, Hindi

Hau Wan

Wong

Language Presented:
Cantonese
Interpreted Languages:
Email:
yueymanutouch@gmail.com
Company:
Manulife (International) Ltd-Hong Kong
Address:
11F Tower A Manulife Financial Centre
223-231 Wai Yip St
City:
Kwun Tong
State:
Country:
Hong Kong, China
Zip Code:
Content Track:
Marketing, Practice Management, Whole Person
Current Membership Year:
2021
Total Membership Years:
7
Court of the Table Years:
4
Top of Table Years:
2

Speaker Bio

Session Title and Description

Road to Top of the Table

In this session, Hau Wan Wong will reveal how, even without experience, a network or a market, you can still achieve Top of the Table.
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Hau Wan
Wong
Marketing, Practice Management, Whole Person
Cantonese

Tsz Ning Zita

Wong

Language Presented:
Cantonese
Interpreted Languages:
Email:
wawa_926@yahoo.com.hk
Company:
Prudential Hong Kong Limited
Address:
Prudential Hong Kong Limited (D1306)
15/F, Prudential Tower, The Gateway, Harbour City, 21 Canton Road, Tsim Sha Tsui, Kowloon
City:
Hong Kong
State:
Country:
Hong Kong, China
Zip Code:
Content Track:
Practice Management
Current Membership Year:
2021
Total Membership Years:
5
Court of the Table Years:
1
Top of Table Years:
1

Speaker Bio

Tsz Ning Zita Wong has been in the banking and finance industry for over 10 years. After leaving her lucrative job at a bank to join Prudential in 2016, she qualified for MDRT and spent time studying to pursue her education.

Session Title and Description

The secret of achieving Top of the Table despite the pandemic

During the pandemic, Tsz Ning Zita Wong discovered the recipe for success and the four key points that enabled her to break her own records and achieve Top of the Table. In this session, she will discuss her insights as well as her experiences through case studies.
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Tsz Ning Zita
Wong
Practice Management
Cantonese

Winnie

Wong

Language Presented:
English
Interpreted Languages:
Email:
winnie.wong@manulife.com.sg
Company:
Manulife
Address:
8 Cross Street,
#01-01A, Manulife Tower
City:
State:
Country:
Singapore
Zip Code:
048424
Content Track:
Whole Person
Current Membership Year:
2021
Total Membership Years:
20
Court of the Table Years:
2
Top of Table Years:
0

Speaker Bio

Winnie Wong joined Manulife in 1991 and experienced many challenges that she believes contributed to her great success.

Session Title and Description

My MDRT journey

Winnie Wong credits her success to overcoming personal and professional obstacles she faced during her career as a financial advisor. In this session, she will share how you can do the same.
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Winnie
Wong
Whole Person
English

Yuhuan

Xing

Language Presented:
Mandarin
Interpreted Languages:
Email:
1006834202@qq.com
Company:
AIA
Address:
Asp Dept 11F Sml Center Xh02
No 610 Xu Jia Hui Road
City:
Shanghai
State:
Country:
China
Zip Code:
200025
Content Track:
Practice Management
Current Membership Year:
2021
Total Membership Years:
6
Court of the Table Years:
5
Top of Table Years:
0

Speaker Bio

Yuhuan Xing joined AIA in 2015 and is the senior agency director at the Shanghai branch location. During the financial crisis, she learned new ways to implement technology while also developing agency plans that aligned with the MDRT culture to keep her team on track and acquire more talent.
Yuhuan Xing 于 2015 年加入 AIA，现担任 AIA 上海地区的高级代理总监。在金融危机期间，她以全新方式展开技术应用，同时制定了符合百万圆桌文化的代理计划，始终使团队处于正轨，同时吸引了更多的有才之士。

Session Title and Description

Lead your business with culture

以文化引领业务发展

In this presentation, Yuhuan Xing explores a variety of online tools that helped her maintain client communication during the pandemic and how company culture plays a role in keeping your team going strong.
此次演讲中，Yuhuan Xing 会探讨疫情期间助力她与客户沟通的各种线上工具以及公司文化在保持团队蓬勃发展方面所发挥的作用。
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Yuhuan
Xing
Practice Management
Mandarin

James Jiahao

Yang

CFP

Language Presented:
English
Interpreted Languages:
Email:
yjames.sg@gmail.com
Company:
Professional Investment Advisory Services
Address:
105 Tampines Street 86 Unit 08-12
City:
Singapore
State:
Country:
Singapore
Zip Code:
528577
Content Track:
Practice Management
Current Membership Year:
2021
Total Membership Years:
9
Court of the Table Years:
0
Top of Table Years:
0

Speaker Bio

James Jiahao Yang is an eight-year MDRT member who was named a 2018 financial planner of the year in Singapore and a top five Asia insurance advisor of the year in 2019.

Session Title and Description

49 boxes to successful tracking and time management

Time management is one key pillar for effective performance. Embrace MDRT's Whole Person concept by pre-allocating blocks of time, or the 49 boxes per week, to be more productive in your personal and professional life. This system also allows for tracking successes as well as areas for improvement.
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James Jiahao
Yang
CFP
Practice Management
English

Zheng (Jade)

Yu

Language Presented:
Mandarin
Interpreted Languages:
Email:
yuzheng@aia.com.hk
Company:
AIA International Limited
Address:
PX K U FY 3C-20023-B6028
AIA Tower 901-6 183 Electric Road, North Point
City:
Hong Kong
State:
Country:
Hong Kong, China
Zip Code:
Content Track:
Practice Management, Marketing
Current Membership Year:
2021
Total Membership Years:
4
Court of the Table Years:
3
Top of Table Years:
0

Speaker Bio

Zheng Yu is the deputy director of wealth management at AIA Hong Kong and former associate vice president of China Construction Bank (Asia). During her three years in the business, she has secured over 600 policies and provided protection and wealth management services to over 300 middle-class families.
Zheng Yu 是中国香港 AIA 的财富管理副总监，也是前中国建设银行（亚洲）助理副总裁。入行 3 年时间，累积超过 600 张保单，为 300 多个中产家庭提供保障及财富管理服务。

Session Title and Description

How a strong referral system can lead to a sustainable lifelong business

如何利用强大的转介绍系统将保险打造成为可持续发展的终身事业

In her presentation, Zheng Yu will focus on how new advisors can develop a sustainable career by overcoming difficulties and breaking through industry barriers to quickly accumulate a client base and gain a steady stream of referrals.
在她的分享中，会着重介绍如何克服新人面对的困难，以及突破行业瓶颈，迅速累积客户基础并获得源源不断的转介绍，从而实现事业的可持续发展。
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Zheng (Jade)
Yu
Practice Management, Marketing
Mandarin

Shaohua

Zeng

Language Presented:
Mandarin
Interpreted Languages:
Email:
1595910450@qq.com
Company:
CITIC Prudential Life Insurance Co Ltd
Address:
38F Zhujiang International Building
112 Yueha Road Yuexiu Dist Guangdong
City:
Guangzhou
State:
Country:
China
Zip Code:
510030
Content Track:
Whole Person
Current Membership Year:
2021
Total Membership Years:
6
Court of the Table Years:
4
Top of Table Years:
2

Speaker Bio

Shaohua Zeng graduated from the taxation department of the Central Institute of Finance and Banking in 1991 and has received many accolades from various financial organizations throughout the years.
Shaohua Zeng 于 1991 年毕业于中央财政金融学院税务系，多年来广受各大金融机构的好评。

Session Title and Description

The sales logic of high value life insurance

高额寿险的销售逻辑

In this session, Shaohua Zeng will provide insight as to how life insurance not only offers protection in the traditional sense but also functions as an important financial instrument in the areas of asset inheritance, debt sequestration, managing marital risk and tax planning.
本次会议中，Shaohua Zeng 将带来对于寿险功能的再认识：寿险不仅仅只是传统意义上的保障功能，还可以作为重要的金融工具在资产传承、债务隔离、婚姻风险管理、税务筹划方面发挥作用。
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Shaohua
Zeng
Whole Person
Mandarin

Sofia

Zervoudaki

Language Presented:
English
Interpreted Languages:
Japanese, Thai, Portuguese, Indonesian, Vietnamese, Greek, Hebrew, Hindi
Email:
sofiazervoudaki@gmail.com
Company:
Interamerican Hellenic Life
Address:
161 Peloponnisou Str
Argyroupolis
City:
Athens
State:
Country:
Greece
Zip Code:
16451
Content Track:
Marketing, Advising Clients
Current Membership Year:
2021
Total Membership Years:
13
Court of the Table Years:
0
Top of Table Years:
0

Speaker Bio

Sofia Zervoudaki, a 12-year MDRT member, has been in the financial services profession for 20 years. For the last seven years, she has been a member of the MDRT MCC Zone 10 - Europe, currently serving as Country Chair.

Session Title and Description

All we need is connection

Communication is the skill we need to develop the most. In this session, Zervoudaki discusses the lost art of human connection. In the era of a pandemic, where digitalization is everywhere, the need for real contact is more crucial than ever. As professionals, there has never been a better time to connect and build relationships.
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Sofia
Zervoudaki
Marketing, Advising Clients
English
Japanese, Thai, Portuguese, Indonesian, Vietnamese, Greek, Hebrew, Hindi

Hong 虹

Zhang 张

Language Presented:
Mandarin
Interpreted Languages:
Email:
13603074388@139.com
Company:
AIA-China
Address:
52/F Officetower Di Wang Commercial Center
Shun Hing Square
City:
Shenzhen
State:
Country:
China
Zip Code:
518008
Content Track:
Current Membership Year:
2021
Total Membership Years:
3
Court of the Table Years:
0
Top of Table Years:
0

Speaker Bio

Hong Zhang has acquired five years of industry experience, proving that you don't have to rely on high production levels to achieve MDRT.
Hong Zhang 以 5 年的行业经验向大家证明，并非只有高业绩水平才能做到百万圆桌。

Session Title and Description

Critical illness insurance promises you a paid annual leave

Hong Zhang will discuss how critical illness insurance should allow clients to choose how they apply the payment, ensuring their full recuperation.
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Hong 虹
Zhang 张
Mandarin

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