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¡Acude con tus compañeros de MDRT de todo el mundo a la reunión comercial más valiosa del año!
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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.
Es posible que el trámite de las solicitudes de viaje a la Reunión Anual 2024 en Vancouver tarden hasta seis meses.
Inicia hoy mismo tu proceso de solicitud de visa, autorización electrónica de viaje (eTA, por sus siglas en inglés) y pasaporte.
(Este día no se llevan a cabo sesiones).
(Las sesiones inician a las 11:00 a. m.)
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CLOSEPonlacha Rojlertjanya went from being a computer engineer to attaining MDRT-level production as a financial advisor and life insurance agent and has received accolades for his creation of an online market for sustainability.
Kanyarat Yommana has been in the financial services profession for 14 years, joining right after graduation. He has received recognition for his achievements, earning the Quality Manager Award from his company for nine consecutive years.
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CLOSEMagali Bernal es asesora de servicios financieros especializada en comercio internacional y finanzas. Licenciada en relaciones internacionales con una maestría en servicios financieros, Bernal es una empresaria polifacética que cree que su carrera es más que una profesión: es un estilo de vida.
Magali Bernal is a financial services advisor who specializes in international trade and finance. With a degree in international relations and a master’s degree in financial services, Bernal is a multifaceted businesswoman who believes her career is more than a profession — it’s a lifestyle.
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CLOSENobuyuki Fukumoto, AFP, from Hiroshima, Japan, joined Saison Life in 1995 and earned the company’s top performance award twice. In 2009, Fukumoto became an independent agent and established Solution Planning. He joined Sonic Japan in 2015.
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CLOSEEdwin Rodrigo Aguilar Valdez es asesor de Seguros Monterrey New York Life. Con más de seis años de experiencia impartiendo cursos, capacitaciones y conferencias en temas de recursos humanos y liderazgo a nivel nacional, Aguilar Valdez trabaja con más de 300 clientes en diversos estados de México y se desempeña como mentor de algunos de sus compañeros asesores.
Edwin Rodrigo Aguilar Valdez is an insurance advisor at Seguros Monterrey New York Life. With more than six years of experience offering courses, training and lectures in human resources and leadership topics at the national level, Aguilar Valdez works with 300-plus clients in every state of Mexico and serves as a mentor to fellow advisors.
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CLOSEHozumi Hanada, LUTCF, is a leader of the Japanese division at The Pacific Bridge Companies and serves as president of the Pacific Bridge Wealth Resources. Born in Yamanashi, Hanada worked as an editor in Tokyo for 10 years before discovering her true passion — supporting the Japanese community as their financial advisor by helping them realize their dreams and aspirations through global financial navigation.
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CLOSELizzette Castillo Martell se incorporó a la profesión de servicios financieros en 2018 y está comprometida con el logro de sus objetivos, ya sea que los fije su compañía o ella misma. Castillo Martell es mentora de algunos de sus compañeros asesores y ha sido oradora en diversos foros, incluyendo ciertas oficinas regionales en México.
Lizzette Castillo Martell joined the financial services profession in 2018 and is committed to achieving her goals — whether they are set by her company or herself. Castillo Martell is a mentor to her fellow advisors and has spoken at various forums, including at several regional offices in Mexico.
(Exclusivo para los miembros Court of the Table y Top of the Table 2024).
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CLOSESteve Backley se consagró como uno de los mejores atletas de todos los tiempos en su deporte, convirtiéndose en el lanzador de jabalina número 1 del mundo tras batir tres veces el récord mundial. A pesar de los duros reveses que sufrió durante su carrera, Backley participó en el equipo nacional británico de atletismo durante más de 15 años, es el único atleta británico de pista y campo que ha ganado medallas en tres diferentes Juegos Olímpicos y, en 1990, fue coronado como Atleta mundial del año.
Roger Black es un exatleta conocido por haber ganado 15 medallas en importantes campeonatos de carreras de relevos de 400 y 4x400 metros, incluidas medallas de oro en campeonatos europeos, de la Mancomunidad y mundiales. Black compitió a nivel internacional para Gran Bretaña e Inglaterra, superando muchos obstáculos durante su exitosa carrera deportiva.
Steve Backley established himself as one of the all-time greats of his sport, becoming the world’s No. 1 javelin thrower after breaking the world record three times. Despite serious setbacks during his career, Backley participated in the British national athletics team for more than 15 years, is the only British track-and-field competitor to win medals at three different Olympic games and, in 1990, was crowned World Athlete of the Year.
Roger Black is a former athlete who is well-known for winning 15 major championship medals in the 400-meter and 4x400-meter relays, including European, Commonwealth and World Championship gold medals. Black competed internationally for Great Britain and England, overcoming many obstacles during his successful athletic career.
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CLOSERegina Bedoya, CLU, ChFC, es presidenta de RB Financial Services, empresa de consultoría financiera especializada en planeación de la jubilación y seguros. Fue presidenta de MDRT en 2020 y es caballero platino de la Fundación MDRT y miembro de su Sociedad Inner Circle. El voluntariado de Bedoya dentro de MDRT también incluye una amplia labor en comités, así como su participación como oradora en Reuniones Anuales y conferencias internacionales del sector. Ha sido galardonada con el premio Irvin Konter y la medalla American Free Enterprise Companion, y en dos ocasiones ha sido nombrada Asesora del año de Prudential Palm Beach.
Tony Gordon es uno de los asesores más exitosos y conocidos de la profesión de servicios financieros. Como presidente anterior de MDRT, y con más de 50 años de experiencia en el negocio, Gordon aplica sus amplios conocimientos para guiar a otros asesores y compartir sus ideas y entusiasmo con audiencias de todo el mundo.
En 2006, Thian Lung Jong se unió a AIA y en 2008 fue promovido a gerente de unidad. Es autor de “Simplicity”, coautor de “The Mindset Playbook” y de “Malaysia Big Deals”, y ha recibido varios premios a lo largo de los años por sus logros. Jong ha participado activamente como miembro voluntario de MDRT, desempeñando diversas funciones en el comité de arreglos generales de programación, como embajador mundial de MDRT y para la Fundación MDRT. Asimismo, ha participado en varias ponencias para MDRT, en conferencias para gerentes de agencia, así como para otras organizaciones de servicios financieros.
Regina Bedoya, CLU, ChFC, is president of RB Financial Services, a financial consulting firm specializing in retirement and insurance planning. She served as the 2020 MDRT President and is a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. Bedoya’s volunteerism within MDRT also includes extensive committee work as well as speaking at Annual Meetings and international industry conferences. She has received the Irvin Konter Award and the American Free Enterprise Companion Medal and was named Prudential Palm Beach’s Agent of the Year twice.
Tony Gordon is one of the most successful and well-known advisors in the financial services profession. As an MDRT Past President — and with more than 50 years of experience in the business — Gordon applies his expansive knowledge to mentor other advisors and share his ideas and enthusiasm with audiences around the world.
Thian Lung Jong joined AIA in 2006 and was promoted to unit manager in 2008. He authored “Simplicity,” co-authored “The Mindset Playbook” and “Malaysia Big Deals,” and has received several awards over the years for his accomplishments. Jong has volunteered extensively as an MDRT member, serving in various roles for the MDRT Program General Arrangements Committee, as an MDRT Global Ambassador and for the MDRT Foundation. He has also participated in numerous speaking engagements for MDRT, at agency managers’ conferences and for other financial services organizations.
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CLOSEDiana Chao, inmigrante chino-americana buyi de primera generación del sur de California, creció por debajo del umbral de la pobreza con padres que no hablaban inglés. Al conocer de primera mano que la sanación es un proceso no lineal y complicado que nadie debería afrontar solo, fundó Letters to Strangers (L2S) cuando cursaba el segundo año de secundaria. En la actualidad, L2S es la mayor organización mundial sin fines de lucro de salud mental dirigida por jóvenes que busca desestigmatizar las enfermedades mentales y aumentar el acceso de los jóvenes a tratamientos asequibles y de calidad. Chao ha sido distinguida por dos presidentes de Estados Unidos, nombrada ganadora del Premio Princess Diana Legacy en 2021 y presentada como Héroe de la Salud 2019 en la revista The Oprah Magazine.
Diana Chao, a first-generation Buyi Chinese American immigrant from Southern California, grew up below the poverty line with parents who didn’t speak English. Learning firsthand that healing is a nonlinear, complicated process no one should have to approach alone, she founded Letters to Strangers (L2S) when she was a sophomore in high school. Today, L2S is the largest global, youth-run mental health nonprofit seeking to destigmatize mental illness and increase access to affordable, quality treatment for youth. Chao has been recognized by two U.S. Presidents, named a 2021 Princess Diana Legacy Award winner and featured as the 2019 Health Hero in The Oprah Magazine.
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CLOSEGregory B. Gagne, ChFC, es el presidente de MDRT 2024. Además de ser caballero Excalibur de la Fundación MDRT, Gagne también es miembro de su sociedad Inner Circle y ha formado parte de su consejo fiduciario. Gagne es fundador de Affinity Investment Group LLC, empresa que ofrece servicios de administración patrimonial y planeación de la distribución. Su amplia labor como voluntario en MDRT incluye cargos como consejero global y presidente del consejo consultivo de Top of the Table, así como consejero global de programación en 2020. Ha participado como orador en 12 reuniones de MDRT. Además de su liderazgo en MDRT, Gagne es expresidente de NAIFA-New Hampshire y recibió el premio Distinguished Financial Advisor Award en 2008.
Gregory B. Gagne, ChFC, is the 2024 President of MDRT. An Excalibur Knight of the MDRT Foundation, Gagne is also a member of its Inner Circle Society and has served on its Board of Trustees. Gagne is the founder of Affinity Investment Group LLC, which provides wealth management and distribution-planning services. His extensive MDRT volunteerism has included roles as Top of the Table Global Council Member and Advisory Board Chair and the 2020 Program Development Global Council Member. He has spoken at 12 MDRT meetings. In addition to his MDRT leadership, Gagne is a past president of NAIFA–New Hampshire and was awarded the Distinguished Financial Advisor Award in 2008.
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CLOSEAndrew C. Lord, CLU, ChFC, es dueño de Essential Planning LLC, una empresa de asesoría de inversiones con sede en New Hampshire, especializada en planeación de la jubilación y que ofrece a sus clientes soluciones integrales y personalizadas de administración financiera. Actualmente, Lord se desempeña como presidente de la Fundación MDRT. También cuenta con un amplio historial de voluntariado dentro de MDRT, que incluye cargos como el de presidente del consejo consultivo de Top of the Table, consejero global de la división de recursos para miembros y vicepresidente divisional de la división de servicios para miembros.
Andrew C. Lord, CLU, ChFC, is the owner of Essential Planning LLC, a New Hampshire-based investment advisory firm specializing in retirement planning and offering comprehensive, personalized financial management solutions for clients. Lord currently serves as the President of the MDRT Foundation. He also has an extensive history of volunteerism with MDRT, including roles as Top of the Table Advisory Board Chair, Global Council Member of the Member Resources Division and Divisional Vice President of the Member Services Division.
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CLOSEGino Wickman creó el Sistema Operativo Empresarial (EOS, por sus siglas en inglés), un método práctico para llevar tu negocio a la excelencia. Empresario desde los 21 años, Wickman tenía una obsesión por conocer qué es lo que hace que los negocios prosperen y se propuso ayudar a los líderes a obtener lo que quieren de sus negocios. Ha impartido más de 2,000 sesiones con duración de un día completo en más de 135 compañías, mostrándoles cómo implementar el EOS; asimismo, es autor del best seller “Traction: Get a Grip on Your Business”.
Gino Wickman created the Entrepreneurial Operating System (EOS), a practical method for leading businesses to greatness. An entrepreneur since he was 21, Wickman had an obsession for learning what makes businesses thrive and set out to help leaders get what they want out of their businesses. He has delivered more than 2,000 full-day sessions for more than 135 companies, showing them how to implement the EOS, and has authored the bestselling book “Traction: Get a Grip on Your Business.”
(Las sesiones inician a las 11:30 a.m.).
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CLOSESun-young Kim is a financial services advisor at Nonghyup Insurance Company Ltd. and was named a Golden Fellow of the Life Insurance Association.
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CLOSEMasakazu Shigemori joined Sony Life Insurance Company in 2004. He specializes in providing financial services to dentists and believes his personality has helped establish him as a valued advisor for the high-net-worth market.
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CLOSETogo Kimura joined AXA Life Insurance Company in 2009 and currently serves as executive financial plan advisor, focusing on life plan consulting and inheritance planning.
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CLOSEJoo-hwan Lee joined Mirae Asset Life Insurance in 2010 and founded a branch office of KMI Asset in 2019. He has an extensive MDRT volunteer history and strives to become a role model for fellow life insurance advisors in Korea.
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CLOSEJesús Rodrigo Alfaro Gutiérrez es asesor de Seguros Monterrey New York Life desde 2015. Ha participado en convenciones y simposios y ha sido galardonado con el premio Legión Centurión.
Jesus Rodrigo Alfaro Gutierrez has been an insurance advisor at Seguros Monterrey New York Life since 2015. He has participated in conventions and symposiums and is the recipient of the Legion Centurion Award.
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CLOSEHiroshi Maeda joined Prudential Life Insurance Company in 2003. He is a part-time lecturer at Kagoshima University and has served on the board of MDRT Prudential Company Club for seven years, currently serving as Vice Chair.
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CLOSEAurora L. Tancock, FLMI, CFP, is president of Aurora Tancock Financial Services Inc. in St. Catharines, Ontario, Canada. With more than 30 years of experience in financial services, Tancock strives to help her clients understand and overcome complexity as they plan for their financial future. She is an active MDRT and MDRT Foundation member volunteer and sits on the Finance Committee for the St. Catharines Community Foundation.
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CLOSEChristian Thomas Carpizo Vázquez Sr. considera que el éxito comienza aplicando la constancia, manteniendo la autodisciplina y estableciendo objetivos muy claros.
Christian Thomas Carpizo Vazquez Sr. believes success begins with applying consistency, maintaining self-discipline and setting very clear goals.
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CLOSEMatthew T. Hoesly, CFP, ChFC, started his financial services career in 2004 after graduating from St. Norbert College. He relocated to Virginia in 2006 to join Resource 1 Inc., where he focuses on providing clients with personal financial advice, corporate retirement plans and asset management. He also plays a vital role in corporate trustee meetings as well employee meetings and educational seminars. In addition to serving as president of his local NAIFA chapter in 2012, Hoesly is also active in the Heritage Group, a national study group of young financial professionals who are being mentored by successful relatives.
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CLOSEXiaohu Liu has been in the financial services profession for eight years, achieving MDRT every year. He currently serves as agency manager in Beijing and frequently appears as a special guest on Beijing’s TV program “100 Questions about Insurance.”
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CLOSEYing Qi Carrie Chee is a financial services manager who has groomed multiple successful associates. She is a strong advocate of clear communication to facilitate understanding and minimize confusion. With 11 years of experience, she excels in having that difficult conversation with clients without coming across as offensive or aggressive.
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CLOSEAree Burapapunjakul, who worked as a part-time agent for 10 years, managed to achieve MDRT qualification within nine months of going full time due to her dedication to working hard and securing a steady stream of clients.
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CLOSEImelda Xóchitl Padilla ha mantenido un crecimiento constante durante sus más de 24 años como asesora financiera. Asimismo, es emprendedora en la industria del vino, presidenta de AMASFAC Aguascalientes, terapeuta de neurotecnologías y miembro de tres organizaciones que apoyan a mujeres líderes.
Imelda Xochitl Padilla has maintained consistent growth during her 24-plus years as a financial advisor. She is also an entrepreneur in the wine industry, president of AMASFAC Aguascalientes, a neurotech therapist and a member of three organizations that support women leaders.
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CLOSEJoon Sik Choi joined MetLife Korea in 2005. Since becoming an MDRT member in 2006, Choi has been active on MCC and PGA committees and was a presenter in the ConneXion Zone at the 2019 MDRT Annual Meeting.
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CLOSEShusaku Tezuka has found success in a unique way — without cold calls, letter writing and client meetings. Yet, he has continued his weekly production for the past 16 years and believes his approach has led to stress-free days.
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CLOSEShane E. Westhoelter, AEP, CLU, started in 1988 going door to door to build a client base. Now, as founder and CEO of Gateway Financial Advisors Inc., he oversees 180 offices, 230 producers, USD 4 billion in assets and more than USD 30 million in revenue. He has spoken at several MDRT events as well as internationally on sales training, motivational leadership and visionary topics, and is a frequent contributor to industry publications.
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CLOSESaad Anthony Baksh, BSc, started his financial services career 18 years ago with The Maritime Financial Group immediately following his graduation from The University Of London. Saad is the most successful Unit Manager at Maritime Financial with his team winning the "Unit of the year" title 9 times. He is now a Branch manager leading 30 advisors in a multi-line environment.. He has achieved many accolades, including MDRT's Diamond Award for field leaders in 2023, MDRT Honor Roll (16 time life and qualifying member), Best all round Unit in Trinidad and Tobago, is an active MDRT member volunteer, and has spoken at conferences in the U.S., Barbados, Jamaica and Belize.
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CLOSETimothy Daniel Clairmont, MSFS, founded Clear Financial Partners Inc., a holistic planning business in Portland, Oregon, USA, that provides retirement income planning strategies to pre-retirees and the recently retired. He created the globally available, free education app for advisors and clients, and is also a bestselling author and inspirational public speaker.
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CLOSEHsiu-chung Hsu has found success in the financial services profession due to her commitment to lifelong learning and serving clients with enthusiasm.
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CLOSEMark P. Brunelle, CFP, CLU, has been in the financial services profession since 1994, when his father realized he needed a succession plan for his business. This foundation inspired Brunelle to mentor others and share the knowledge he has gained during his nearly 30-year career. He finds that mentoring others helps them grow their skills while also keeping him connected to what has helped him find success.
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CLOSEHuang Na specializes in client development and business management as well as introducing clients to complex annuity concepts.
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CLOSESalvador Pérez Méndez tiene ocho años de experiencia en la profesión de servicios financieros, y ha obtenido el premio Legión Centurión Diamante en cada uno de esos años.
Salvador Perez Mendez has eight years of experience in the financial services profession, earning the diamond Legion Conventionist Award for each of those years.
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CLOSEYen Wei Nee has more than 20 years of experience in the financial services profession.
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CLOSEKrits Pitimana-aree, LUTCF, ChLP, is an executive district director with 36 years of experience. He has qualified for the highest awards from his company, receiving distinct recognition for his service. Having served as president of his company's MDRT Chapter, Pitimana-aree is determined to improve the financial services profession and better serve society by helping to build the next generation of high-quality advisors.
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CLOSEJun Shimizu joined the financial services profession in 1980 and has become a sales expert. He has held key positions over the years, such as group head of sales and branch manager, and has built strong relationships with numerous clients. At his current company, Shimizu is leveraging his extensive experience and know-how through his engagement in corporate sales activities, primarily focusing on group insurance.
(Evento con boleto prepagado, con costo adicional al momento del registro. La sesión se presentará únicamente en inglés. No se brindará interpretación).
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CLOSENatalie Hales es una estratega de marca que ayuda a asesores financieros en EUA y Canadá a establecer su experiencia, construir su marca y conectar con sus clientes ideales. Con más de una década de práctica en marketing financiero, la experiencia única de Hales se perfeccionó a través de su trabajo con empresas de renombre como Canada Life. Conmovida personalmente por el impacto transformador de la orientación financiera, Hales se dedica a amplificar el potencial de los asesores y posicionarlos como expertos inigualables para su público objetivo.
Natalie Hales is a brand strategist who helps financial advisors across the U.S. and Canada establish their expertise, build their brand and connect with their ideal clients. With more than a decade of financial marketing experience, Hales’ unique expertise was honed through her work with renowned companies like Canada Life. Personally touched by the transformative impact of financial guidance, Hales is devoted to amplifying advisors' potential and establishing them as unrivaled experts for their target audience.
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CLOSEKentaro Asai joined Sony Life Insurance Company in 2014.
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CLOSEDavid Braithwaite, DipPFS, began his financial services career in 1994 and has witnessed firsthand immense transformations over the years within this ever-changing profession. Passionate about sharing and speaking honestly about his experiences, Braithwaite presents his own weekly finance show on BBC radio, has appeared on TV in the U.K. and worldwide and has spoken at many conferences around the globe. He has also contributed to numerous podcasts and is an associate coach for Strategic Coach, a recognized worldwide leader in entrepreneurial coaching.
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CLOSESammi Chang has actively participated as a member and speaker at various MDRT events, including as a ConneXion Zone and Main Platform speaker at two Taiwan Area MDRT Days as well as a ConneXion Zone speaker at the 2022 MDRT Annual Meeting.
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CLOSENeha Prasad Doiphode specializes in retirement planning, income replacement and legacy planning. She conducts insurance awareness programs for corporates and helps underprivileged people through her participation in many social organizations.
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CLOSEMatt Halloran es experto en comunicación y podcasts para profesionales de servicios financieros. Es el presentador del aclamado podcast "Top Advisor marketing", un orador muy solicitado e invitado asiduo de podcasts, conocido por compartir los secretos de sus técnicas con asesores financieros. Es coautor de "The Social Media Handbook for Financial Advisors" y ha aparecido en The Wall Street Journal, Investment News y la revista Financial Planning.
Matt Halloran is a communications and podcast expert for financial services professionals. He is the host of the acclaimed podcast “Top Advisor Marketing,” a highly sought-after keynote speaker and an in-demand podcast guest who is known for sharing the secrets of his techniques with financial advisors. He is the co-author of “The Social Media Handbook for Financial Advisors” and has been featured in The Wall Street Journal, Investment News and Financial Planning magazine.
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CLOSESeonghun Jo earned his master’s degree in MIS and transitioned from IT to financial services in 2006. He provides asset management services to individuals and business management planning to corporate clients. As an in-house professor, he trains his team on how to use the company’s IT system and sales know-how strategies through various apps. Jo also works as a financial planning lecturer outside his company.
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CLOSEAlain Quennec, CFP, CIM, is known as “the explainer” by his clients because they consult with him before making any important decisions regarding their financial well-being. Quennec takes pride in guiding his clients along their journeys and helping them avoid mistakes that could jeopardize a successful outcome.
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CLOSEAna Sofía Rodríguez, MBA, es directora asociada de Grupo Inversiones en Seguros y representa la segunda generación de esta firma de corretaje, fundada por sus padres hace más de 40 años. Rodríguez se define como protectora de sueños: Los de su familia, sus amigos y sus clientes. A través de los seguros, ofrece las herramientas necesarias para salvaguardar el patrimonio de sus clientes. Fue presidenta del Club Kiwanis Las Perlas, asociación sin fines de lucro, formada íntegramente por mujeres profesionales. Ha sido voluntaria activa de MDRT como directora y miembro de comité, así como oradora en las reuniones anuales. Rodríguez suele realizar presentaciones en seminarios sobre temas como imagen personal, promoción de marca, marketing digital y protección de activos.
Ana Sofía Rodríguez, MBA, is an associate director of Grupo Inversiones en Seguros, representing the second generation in the brokerage firm, which was founded by her parents more than 40 years ago. Rodriguez sees herself as a protector of dreams: Those of her family, her friends and her clients. Through insurance, she provides the necessary tools to safeguard client's assets. She was President of Club Kiwanis Las Perlas, a non-profit association, made up entirely of professional women. She has been active as an MDRT volunteer as a director and committee member and speaker at annual meetings. Rodriguez often gives presentations at seminars on topics such as personal image, brand promotion, digital marketing, and asset protection
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CLOSEPitchaya Watcharakan, CFP, MBA, is a successful financial advisor who plays an important role in establishing and supervising the MDRT team within his organization. He believes the key to reinforcing customer relationships is to focus on financial planning rather than selling products.
(Exclusivo para los miembros de MDRT Center for Field Leadership. La sesión se presentará únicamente en inglés. No se brindará interpretación).
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CLOSETim Boyle began his career in the financial services profession as an insurance telemarketer for Allstate Financial at the age of 15. Working there throughout high school and college, Boyle held various roles and was promoted to his first management position by age 19. After graduating from the University of Alabama, he opened a successful, independent insurance agency in Charlotte, North Carolina, USA, before joining AAA at 23. He created the Life Insurance Career Distribution Channel for AAA Northeast in 2021, and currently manages a team of more than 50 life insurance and financial specialists throughout New England.
Fabian Bio
Joyce Bio
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CLOSED. Kyle Atkins, CLU, CFP, has more than 39 years of experience in the financial services profession and is an active member of numerous national and local professional organizations, such as Strategic Coach, the Spartanburg Rotary Club and NAIFA.
Caroline A. Banks, FPFS, served as MDRT President in 2015. The managing director of one of the first firms in the U.K. to be recognized with the prestigious Chartered Financial Planning designation, Banks specializes in holistic financial planning and is an affiliate of the worldwide Society of Trust and Estate Practitioners (STEP).
Mark J. Hanna, CLU, ChFC, served as MDRT President in 2017 and as Chair of Top of the Table in 2007. He is a Royal Order Excalibur Knight of the MDRT Foundation and a member of its Inner Circle Society.
Ross Vanderwolf, CFP, of Brisbane, Queensland, Australia, served as MDRT President in 2019. A Platinum Knight of the MDRT Foundation, he is also a member of its Inner Circle Society and has served on its Board of Trustees. Vanderwolf is managing director of Rothgard Financial Partners, a full-service financial planning practice. Over the course of his MDRT membership, Vanderwolf has served on numerous committees. He has been recognized as one of Australia’s Most Trusted Financial Advisers, since this designation’s inception in 2014.
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CLOSEVanina Paola Cruz es directora comercial de su compañía, que está conformada por 180 asesores financieros. Ha trabajado en el ámbito de las finanzas personales durante más de 25 años como empleada para diferentes compañías y de forma independiente.
Caio Henrique Guidugli Cunha es asesor financiero desde 2007. Es miembro activo y voluntario de MDRT, y se ha desempeñado como director regional para Latinoamérica y el Caribe, así como director nacional para Brasil. En 2012, Guidugli Cunha fue autor de una publicación sobre planeación económica familiar que exploraba la conducta de las familias e identificaba sus necesidades financieras generales a lo largo de la vida.
Dulce María Zamora Dávila es asesora regional y nacional en Seguros Monterrey New York Life. Asimismo, es consultora de imagen para oradores profesionales y ha trabajado en Procter & Gamble, Banco Compartamos y Coca-Cola FEMSA.
Mariant Carolina Navarro Protzel es ingeniera industrial de Venezuela y tiene una maestría en optimización de procesos de manufactura. Le apasiona ayudar a sus clientes a mejorar sus finanzas y asegurar un futuro financiero estable.
Samir Chaman Sabag Sr., CLI, FPC, es socio fundador de Lopezychaman, una agencia de asesoría de seguros que presta servicios financieros a sus clientes desde 2007. Tiene una maestría en seguros, es moderador del curso de certificación en seguros de vida del American College, y ha presentado más de 50 ponencias ante diversos promotores y agencias en todo el país y es miembro y voluntario activo de MDRT.
Jazmín Eliana Vásquez ha sido comunicadora social y gerente de riesgos en importantes eventos económicos durante más de una década. Estudió en la EUschool en Madrid y asiste a la universidad Hoopis Performance Network. Vásquez ha ocupado el primer lugar en ventas de planes patrimoniales y familiares durante tres años, conservando al 100% de sus clientes en Colombia.
Vanina Paola Cruz is the commercial director at her company, which is comprised of 180 insurance advisors. She has been working in the field of personal finance for more than 25 years, as an employee for different companies and a freelancer.
Caio Henrique Guidugli Cunha has been a financial advisor since 2007. He is an active MDRT member volunteer, having served as Regional Chair for Latin America and the Caribbean as well as Country Chair for Brazil. In 2012, Guidugli Cunha authored a publication on family economic planning that explored family behavior and identified their overall financial needs throughout life.
Dulce Maria Zamora Davila is a regional and national advisor at Seguros Monterrey New York Life. She is also a professional speaker image consultant, having worked at Procter & Gamble, Banco Compartamos and Coca-Cola FEMSA.
Mariant Carolina Navarro Protzel is an industrial engineer from Venezuela with a master's degree in manufacturing processes optimization. She enjoys helping her clients improve their finances and secure a stable financial future.
Samir Chaman Sabag Sr., CLI, FPC, is founding partner of Lopezychaman, an insurance advisory agency that has been providing financial services to clients since 2007. He holds a master’s degree in insurance, moderates the American College certification course in life insurance, has delivered more than 50 presentations to various promoters and agencies around the country, and is an active MDRT member volunteer.
Jazmin Eliana Vasquez has been a social communicator and risk manager for great economic impacts for more than a decade. She has studied at EUschool in Madrid and attends Hoopis Performance Network University. Vasquez has achieved first place for three years in the sales of wealth and family plans, keeping 100% of her clients in Colombia.
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CLOSEAtthapong Lao-ananchai has been in the financial services profession for four years and has already established his own wealth firm, acquiring four franchises under his firm. He was the youngest advisor to be promoted to sales executive in Allianz Ayudhya Thailand and has received great recognition for his success in his country .
Pimlada Thanusakdumrong graduated from Burapha University with a bachelor's degree as a Japanese language major. She continued her studies at Yokohama International Education Academy in Japan for more than a year and a half. Ms. Thanusakdumrong, formerly a Japanese interpreter for Mitsubishi Electric’s Marketing Department, transitioned in 2010 to the financial services industry. Since 2012, she has focused her expertise on specialized marketing, adding to her skills in this field for over ten years.
Piyamon Wongthianchai began her financial services career eight years ago, following in her mother’s footsteps. She works with approximately 22 administrative agencies and 200 agents, 24 of whom are MDRT members — the highest number in Rayong Province.
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CLOSENikki Chen had other plans for her life before COVID hit. Now, the business she least wanted to be part of has become the fundamental tool for her success. As a multiple gold and platinum achiever and top salesperson at her company, she enjoys sharing how she broke through the industry and was promoted to director within a year.
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CLOSESheri Fitts is an internationally recognized financial services speaker, success coach, social media expert and visionary pioneer of digital emotional intelligence. Fitts has nearly 30 years of experience helping financial services organizations and fintech firms build brands, deepen client relationships, and drive sales and revenue growth. She believes that, to survive the disruptive change that’s happening across the financial services industry, you must uncover and emotionally articulate the life transformations you deliver each day to your clients.
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CLOSEAlessandro M. Forte, FCII, CFP, is one of the world’s top financial advisors — by production, qualification and compliance standards. He has spoken in 88 countries, is the author of the international bestseller “Dare to be Different,” which is published in eight languages, and has helped raise more than USD 24 [VL1] million for numerous charities.
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CLOSESunil N. Hassija gained experience in stenography and accountancy before discovering his passion for financial services and wealth management. His firm mainly focuses on retirement planning, child education and family security planning. Hassija is also part of an accounting and income tax consultancy firm, where he has contributed his services for more than 30 years.
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CLOSETakahiro Izuki is the CEO of Financial Link Service Company Ltd., where he provides insurance, annuity and securities services to high-net-worth clients, particularly in the U.S. market.
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CLOSEAtthapong Lao-ananchai has been in the financial services profession for four years and has already established his own wealth firm, acquiring four franchises under his firm. He was the youngest advisor to be promoted to sales executive in Allianz Ayudhya Thailand and has received great recognition for his success in his country .
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CLOSEYoung Il Lee, an executive at KB Life Partners, believes communicating the benefits of financial planning to clients doesn’t require long meetings. With proper preparation, relaying important information to them in concise conversations is not only possible but could prove to be more effective.
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CLOSEPanos Leledakis, LUTCF, lleva más de 20 años en la profesión de servicios financieros y es considerado un pionero en su campo. Experto en millennials, transformación digital, estrategia de marketing en Internet y nuevas tecnologías, Leledakis inventó dos programas innovadores para el análisis de necesidades de protección que utilizan la ciencia de la gestión de riesgos, la IA y una amplia investigación neurocientífica sobre la percepción del riesgo. Fue presidente de la Asociación Panhelénica de Consultores de Seguros de 2015 a 2019 y, en 2020, fue galardonado con el apreciado premio mundial "Top 25 InsurTech CEOs of 2020".
Panos Leledakis, LUTCF, has been in the financial services profession for more than 20 years and is considered a pioneer in his field. An expert in millennials, digital transformation, internet marketing strategy and new technology, Leledakis invented two innovative programs for insurance need analysis that use the science of risk management, AI and extensive neuroscience research on risk perception. He served as president of the Panhellenic Association of Insurance Consultants from 2015 to 2019 and, in 2020, was honored with the esteemed “Top 25 InsurTech CEOs of 2020” global award.
(Exclusivo para los miembros de MDRT Center for Field Leadership. La sesión se presentará únicamente en inglés. No se brindará interpretación).
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CLOSEBryan Phang, BBA, AEPP, has a decade of financial services experience and served as an agency leader for seven years. He spearheads a group of 18 financial consultants and oversees a diverse clientele of nearly 1,000. Recently honored with the prestigious MDRT Culture of Excellence Diamond Agency Award, Phang is only one of five global agency leaders recognized for outstanding achievements in areas such as production, retention, recruitment, persistency and holistic personal development. His commitment to excellence and leadership distinguishes him as a trailblazer in the financial services profession.
(Exclusivo para los miembros de MDRT Center for Field Leadership).
(Exclusivo para los miembros de MDRT con más de 25 años de membrecía).
(Exclusiva para los miembros Top of the Table 2024)
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CLOSEIan Green, Dip PFS, fue presidente de MDRT en 2021, miembro de Top of the Table, consejero global y director del consejo consultivo. Dirige una empresa independiente de planeación financiera en Londres y, como defensor del concepto de persona íntegra, le atribuye gran parte de su éxito a lo que aprende de MDRT.
Tim Grover es un destacado orador y consultor internacional que enseña a líderes de negocios, atletas y triunfadores de élite de diversos sectores los principios de la ambición implacable, el desempeño orientado a resultados y la fortaleza mental. Grover es autor del bestseller nacional “Relentless: From Good to Great to Unstoppable” y creador de la plataforma digital de capacitación The Relentless System. Columnista principal de Sports Illustrated y Yahoo, Grover también ha aparecido en medios de comunicación como ESPN y Fox Sports, y fue nombrado uno de los 50 oradores más destacados del mundo por Real Leaders en 2022.
Ian Green, Dip PFS, was the 2021 MDRT President and 2017 Top of the Table Global Council Member and Advisory Board Chair. He runs an independent financial planning firm in London and, as an advocate of the Whole Person concept, attributes much of his success to what he learns from MDRT.
Tim Grover is a worldwide keynote speaker and consultant, teaching business leaders, athletes and elite achievers across various industries the principles of relentless ambition, results-driven performance and mental toughness. Grover is author of the national bestseller “Relentless: From Good to Great to Unstoppable” and creator of the digital training platform, The Relentless System. A featured columnist for Sports Illustrated and Yahoo, Grover also appears on media outlets such as ESPN and Fox Sports and was named one of Real Leaders’ top 50 keynote speakers in the world for 2022.
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CLOSECarol Kheng, ChFC, es la primera vicepresidenta de MDRT 2024. Además de ser caballero diamante de la Fundación MDRT, Kheng también es miembro de su sociedad Inner Circle y ha formado parte de su consejo fiduciario. Como experta consultora financiera de Prudential Assurance Company Singapore, Kheng se especializa en planeación patrimonial para personas de alto capital. La extensa trayectoria de voluntariado de Kheng en MDRT incluye posiciones como vicepresidenta divisional de la división de arreglos generales de programación (PGA) de la Conferencia Global, vicepresidenta divisional de recursos para los miembros - división de gestión de negocios y vicepresidenta divisional de la reunión de MDRT Experience 2014. Kheng también fue galardonada con el premio Club de presidentes de Prudential 2020 y ha sido miembro del Quality Club Elite y del Star Club de Prudential desde 1996. En 2005, fue miembro fundador y presidenta del Club MDRT de Prudential.
Carol Kheng, ChFC, is the 2024 First Vice President of MDRT. A Diamond Knight of the MDRT Foundation, Kheng is also a member of its Inner Circle Society and has served on its Board of Trustees. A master financial consultant with Prudential Assurance Company Singapore, Kheng focuses on estate planning for high-net-worth individuals. Kheng's extensive MDRT volunteerism includes roles as Divisional Vice President of the Global Conference Program General Arrangements (PGA) Division, Divisional Vice President Member Resources–Practice Management Division and Divisional Vice President of the 2014 MDRT Experience meeting. Kheng is also a 2020 Prudential Presidents’ Club awardee and has been a member of Prudential’s Quality Club Elite and Star Club since 1996. In 2005, she was the founding member and chairperson of Prudential’s MDRT Club.
(Las sesiones inician a las 11:30 a. m.)
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CLOSESittichai Kallayasiri earned his degree in finance, graduating with first-class honors. He has continued to receive repeated recognition by his agency throughout his nine-year career in the financial services profession.
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CLOSEHua-Yu Kao has been in the financial services profession for 11 years and holds the record for selling three policies per week for 400 consecutive weeks.
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CLOSESe-hyuk Lee is principal of MetLife Korea and serves as in-house trainer. He has found success by expanding his reach to include a variety of clients across many industries.
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CLOSEAlain Pérez Muñoz es fundador y director general de Hemisferio Financiero. Se enfoca en ayudar a los clientes millennials a comprender el valor de planear su futuro.
Alain Pérez Munoz is the founder and CEO of Hemisferio Financiero. He focuses on helping millennial clients understand the value of planning for their future.
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CLOSEMongkol Tangmannaikit is passionate about leading his team through a core-driven business approach that is simple yet efficient. Believing hard work and discipline lead to success, Tangmannaikit encourages his team to aim higher, achieve more and become empowered from the inside out .
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CLOSEHea-young Youn has been an insurance agent for 11 years, with eight of those years as a certified agent. She believes goal setting is a key factor in establishing strong client relationships.
(Evento con boleto prepagado, con costo adicional al momento del registro. La sesión se presentará únicamente en inglés. No se brindará interpretación).
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CLOSEArturo Viniegra Castellanos inició su carrera como asesor profesional de seguros en 2019 y ha recibido muchos reconocimientos gracias a su éxito. Asesora a más de 500 clientes sobre planeación financiera y es conductor del podcast “La Oveja sin Lana” (“The Sheep Without Wool”).
Víctor Hugo García Gutiérrez tiene más de nueve años de experiencia en la profesión de servicios financieros y atiende a más de 500 clientes. Es conductor del podcast “La Oveja sin Lana” y le apasiona promover la cultura financiera positiva en su país y en Latinoamérica.
Arturo Viniegra Castellanos began his career as a professional insurance advisor in 2019 and has achieved many accolades for his success. He advises more than 500 clients on financial planning and is the host of the podcast “La Oveja Sin Lana” (“The Sheep Without Wool”).
Victor Hugo Garcia Gutierrez has more than nine years of experience in the financial services profession and serves more than 500 clients. He is the host of the podcast “La Oveja Sin Lana” and is passionate about promoting a positive financial culture within his country and Latin America.
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CLOSEKavita Bothra began her career as a software professional and, after the Y2K crisis, transitioned to the financial services profession. Her family background provides a natural advantage of enterprise, effective communication and problem solving, which has helped her nurture relationships and steadily grow as an entrepreneur. As a financial coach, Bothra enjoys educating people on simple saving habits and training young advisors in behavioral finance, insurance and asset allocation — by applying the prized lessons of age-old grit and consistency.
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CLOSERichard Dobson Jr., CFP, lleva más de 40 años en la profesión de servicios financieros y durante más de 15 dirigió una compañía nacional registrada de asesoría sobre inversiones. Es autor de “Make Simplicity Your Superpower!” y continúa trabajando como asesor financiero personal.
Richard Dobson Jr., CFP, has been in the financial services profession for more than 40 years and headed a national registered investment advisory firm for more than 15 years. He is the author of “Make Simplicity Your Superpower!” and continues to work as a personal financial advisor.
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CLOSEPaphasorn Kaewkorbsin is the CEO of Idol Planner Company and specializes in tax planning, corporate structuring and family constitution.
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CLOSEHan Kim earned his master’s degree in finance and investment at Hanyang University and completed a financial insurance curriculum at KAIST College of Business.
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CLOSEHajime Mega joined AXA Life in 2003 and served as AXA company club chair in 2018. He has also been a member volunteer on several MDRT committees.
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CLOSEJim Ruta is president of Advisorcraft Media, where he utilizes his experience as a successful advisor and executive manager to help insurance agents maximize their sales performance. He has spoken at multiple MDRT Annual Meetings, written four books and produced weekly Facebook Live videos since 2017, reinforcing his crusade to preserve, promote and propel the noble financial services profession.
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CLOSEJoseph Tan, ChFC, CLU, an advocate of the Whole Person concept, owns a business that specializes in providing comprehensive financial planning services for couples. Tan is a unique advisor in Singapore, as he enjoys sharing his thoughts on TV and radio about how financial planning pertains to love and marriage.
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CLOSEYuan Yuan, RFA, is an expert in assurance and retirement planning. She excels at guiding clients to consider the most significant assurance plan in life through the perspective of beginning with the end in mind.
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CLOSEPádraic Ó Máille is one of Ireland’s freshest speakers on business and motivation. During the global economic recession from 2009 to 2013, many of his clients found themselves facing a tsunami of emotional, financial and physical turmoil. Ó Máille determined the most important quality required to survive the recession was “smacht,” the Irish word for discipline. He then spent the next three years helping 300 business owners set clear goals, commit to action plans and find people to hold them accountable.
(Exclusivo para los miembros de MDRT Center for Field Leadership. La sesión se presentará únicamente en inglés. No se brindará interpretación).
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CLOSESusan Clements is co-owner of Benchmark Business Group LLC, a business coaching and business brokerage company. Her experience in coaching financial services executives, field leaders, insurance agents and financial advisors to achieve greater results led to authoring a turn-key Financial Services Coaching Program. Applied in hundreds of agencies and financial organizations, Optimal Outcome is a proven collection of best practices and a customizable blueprint for growing a financial services business.
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CLOSEHelen Arnold is owner and financial director of Television Mobiles Ltd., a one-stop broadcast facilities company based in Bartlemy, Co. Cork, Ireland, that provides high-spec OB trucks, specialized equipment and the latest technological developments, ensuring a first-class production. Arnold has more than 40 years of leadership experience in business development and strategic planning within the broadcast media industry.
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CLOSEJagannath Das, MBA, M Com (IS), is a second-generation insurance advisor who specializes in finance and marketing. He began his career by working at a life insurance company for five years before joining his father at LIC India, where they both have been named corporate club members, the highest recognition by LIC India for an advisor. Das is an active MDRT member volunteer and was president of Junior Chamber International Kolkata.
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CLOSEDerek Hagen es un profesional certificado que se especializa en ayudar a asesores financieros, así como a personas y parejas, a vivir una vida significativa. Capacita asesores en psicología de la planeación financiera, tanto como funcionario de conductas financieras fraccionadas como a través de sus cursos de capacitación. En sus boletines semanales, Hagen utiliza dibujos sencillos para explicar la psicología del dinero y de vivir una vida con valor. Ha aparecido en The Wall Street Journal, en el blog de Kitces "Nerd's Eye View" y en los podcasts "Standard Deviations” y "The Human Side of Money”.
Derek Hagen is a certified practitioner who specializes in helping financial advisors as well as individuals and couples live meaningful lives. He trains advisors on the psychology of financial planning, both as a fractional financial behavior officer and through his training courses. In his weekly newsletters, Hagen uses simple drawings to explain the psychology of money and living a valued life. He has been featured in The Wall Street Journal, Kitces’ “Nerd’s Eye View” blog and the podcasts “Standard Deviations” and “The Human Side of Money.”
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CLOSEMatt Halloran is a communications and podcast expert for financial services professionals. He is the host of the acclaimed podcast “Top Advisor Marketing,” a highly sought-after keynote speaker and an in-demand podcast guest who is known for sharing the secrets of his techniques with financial advisors. He is the co-author of “The Social Media Handbook for Financial Advisors” and has been featured in The Wall Street Journal, Investment News and Financial Planning magazine.
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CLOSEHiroyuki Hotta started his financial services career in 2009 and focuses on providing business continuation, finance and insurance advice for small- and medium-sized enterprise owners.
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CLOSESoo Hyun Oh started working in financial services in 2005 and currently serves as a sales manager and personal wealth management consultant at Authentic Financial Group.
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CLOSESiriporn Phuttharak is the CEO of FIN Infinity Company as well as senior regional director and senior sales consultant for the Association of Life Insurance Agents and Financial Advisors, where she held the position of president for several years. As an investment advisor who specializes in stock and mutual funds, Phuttharak has received many financial services credentials throughout her 30-plus years in the profession and has served as an international guest lecturer.
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CLOSEEricka Rodríguez, autora del libro de liderazgo y desarrollo personal “El llamado de tu grandeza” (“The Call of Your Greatness”), ha ayudado a personas y compañías en más de 15 países a lograr sus objetivos de bienestar, lo que les ha permitido llevar vidas felices y satisfactorias en lo personal y lo profesional. En el 2021, recibió el premio Huellas del Istmo en la categoría “Compromiso con la prosperidad”.
Ericka Rodriguez, the author of the personal growth and leadership book “El Llamado de tu grandeza” (“The Call of Your Greatness”), has helped individuals and companies in more than 15 countries achieve their wellness goals — enabling them to lead happy and fulfilling personal and professional lives. In 2021, she received the Huellas del Istmo Award in the category of commitment to prosperity.
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CLOSEWong Wei Chong Wilfred is a senior director at Ascendance Wealth Management and author of “Adulting: The Graduate Starter Pack,” a regionally acclaimed financial planning guidebook for millennials. Out of 124 nominations of top advisors in Asia, Wong Wei Chong Wilfred was awarded “Asia Financial Advisor of the Year” in 2020.
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CLOSEYuanyuan Zhang, RFC, has been in the financial services profession for 14 years. She began making 50 cold calls a day and what started as orphan leads developed into client referrals, leading her to accumulate 1,144 clients. She soon realized that following her own style of financial planning — and ditching the suit — made her more comfortable on her road to success.
(Exclusivo para los miembros de MDRT Center for Field Leadership. La sesión se presentará únicamente en inglés. No se brindará interpretación).
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CLOSEJack Newman oversees a team of more than 60 financial advisers and 15 office employees. With more than 10 years of experience in leadership roles, Newman combines his personal and professional purpose and values to help, empower and inspire everyone he meets. As a community ambassador for a global charity and running ultramarathons to raise funds to help others, he has seen firsthand how his actions can have a positive impact on the lives of many.
(Exclusivo para los miembros con más de 25 años de membrecía).
(Evento con boleto prepagado, con costo adicional al momento del registro. Exclusivo para los miembros Court of the Table y Top of the Table 2024).
(Exclusivo para los miembros con más de 25 años de membrecía).
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CLOSEDavid Batchelor, Dip PFS, CFP, is the founder of Wills & Trusts Wealth Management, a multidisciplinary practice of financial advisors, accountants and lawyers that focuses on estate planning and investment management. He is a senior U.K. coach for Strategic Coach Inc. and also founder of Trust DFM, an investment management firm that manages the investments for many financial advisors in the U.K.
Simon John Gibson, Dip PFS, is an internationally recognized speaker who has presented at many conferences for MDRT and others. He began advising clients at 18 and now operates a successful financial services business in the U.K.
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CLOSEAlejandro Hernández se graduó del Instituto Tecnológico Autónomo de México y durante los últimos ochos años ha trabajado para una agencia de investigación de mercado en México.
Yaravi Morales Díaz Ordaz, MBA, CLI, se graduó del Tecnológico de Monterrey en México y obtuvo su maestría en la IPADE Business School.
Alejandro Hernandez graduated from Instituto Tecnológico Autónomo de México and has spent the past eight years working for a market research agency in Mexico.
Yaravi Morales Diaz Ordaz, MBA, CLI, graduated from El Tecnológico de Monterrey in Mexico and went to IPADE Business School for her master’s degree.
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CLOSEJong Ryul Choi, who earned his master’s degree in wealth management, has presented financial planning lectures at Samsung Electronics, Bank of Korea and Korea Electric Power Corporation.
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CLOSEEile Goh is founder of Daaamn Good Pte Ltd. and a dedicated advocate for authentic living. During the pandemic, she transitioned from a food content creator to a supporter of local startups. With two decades of experience in financial services, Goh has earned accolades for her commitment to more than 1,000 clients and shares her H.E.A.R.T. work through workshops, retreats and coaching. Beyond her entrepreneurial endeavors, she is the author of the estate planning book “Hey! Wake Up Already!” and the recently launched sales manual “Hey! What the Huat?!”
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CLOSEVikas Sayamlal Jethwani is a senior management professional and founder of Veez Insure. He has worked in key leadership roles for 12 years at companies such as ICICI Prudential and Aviva Life, and his proficiency lies in managing large agency business, driving productivities, channelizing businesses and identifying and implementing innovative stages that build sustainable business growth for advisors.
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CLOSESotaro Jinno joined AXA Life in 1999 and qualified for the company’s Annual Recognition Award in 2001. He has also received other accolades for his achievements within the financial services profession.
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CLOSEThanathon Karnjanisakorn is a financial influencer, host of several financial programs and owner of the Namfinance Financial Plan, which has more than 100,000 followers and coordinates with every financial organization in Thailand. Karnjanisakorn believes more Thai people should take an interest in financial planning and has dedicated her life to sharing her knowledge about finance to ensure this becomes a reality.
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CLOSEBin Qi is an active MDRT member volunteer, having served on many committees and spoken at several MDRT events over the years. She has also authored three publications that have garnered unanimous praise within the profession.
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CLOSEDemarra West es fundadora de Be Well Beautiful Woman, una empresa social de bienestar global para mujeres que se enfoca en la liberación, la alegría y el empoderamiento financiero, a la vez que ofrece retiros, coaching de grupo y educación para el bienestar cultural inclusivo. Es presidenta del consejo de YWCA Kalamazoo y directora de Change Agent Consulting, donde lleva 15 años ofreciendo servicios de coaching ejecutivo, planeación estratégica, equidad, inclusión y pertenencia en todo el país.
Demarra West is founder of Be Well Beautiful Woman, a global wellness social enterprise for women that focuses on liberation, joy and financial empowerment while also providing retreats, group coaching and culturally inclusive wellness education. She is a board chairwoman of YWCA Kalamazoo and principal of Change Agent Consulting, where she has been offering executive coaching, strategic planning, equity, inclusion and belonging services nationwide for 15 years.
(Este día no se llevan a cabo sesiones)
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CLOSEÁlvaro Aldrete Morfin es el socio fundador y director ejecutivo de Aldrete & Asociados donde, junto con su equipo, asesora a más de 600 familias y compañías sobre planeación financiera. Cuenta con una certificación del American College como especialista de servicios financieros y consejero para la promoción y venta de seguros de vida, además de que es considerado uno de los asesores de seguros más exitosos de México, al dividir su tiempo entre atender a los clientes, asistir a conferencias y promover sus libros.
Sergio Alberto Alejo Ortiz realizó su maestría en la IPADE Business School y tiene experiencia como especialista en marketing digital.
Alvaro Aldrete Morfin is a founding partner and managing director of Aldrete & Asociados, where he and his team advise more than 600 families and companies in financial planning. He is certified by the American College as a financial services specialist and counselor for the promotion and sale of life insurance and is considered one of the most successful insurance agents in Mexico, splitting his time to serve clients, attend conferences and promote his books.
Sergio Alberto Alejo Ortiz earned his master’s degree from IPADE Business School and has experience as a digital marketer.
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CLOSEWarika Chotiwit achieved success as a financial advisor by setting her sights on qualifying for MDRT membership. She began her career as an insurance advisor and gradually developed her marketing experience to expand her client base from the bottom up.
Piyawan Yamarat transitioned from being a full-time mother to a successful financial services advisor — consistently achieving Top of the Table membership since her first year in the business. She maintains a strong work ethic and enjoys sharing her secrets to continued success.
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CLOSECatherine Gough, FPFS, is the managing director of Kingsland Wealth Management Ltd. in Shrewsbury, England, UK. She has worked in financial services since 1995 and transitioned to advisor in 2002, providing independent financial planning advice to help clients achieve their goals based on what is most important to them.
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CLOSEI Chia He has 16 years of experience in the financial services profession and leads a team of 250 partners, most of whom are under 25. She works hard not only to sustain her own success but also to train her students, recruit a partner every quarter and cultivate a supervisor every year.
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CLOSEBret Hood fue agente especial del FBI durante 25 años antes de convertirse en director de 21st Century Learning & Consulting LLC tras su jubilación en 2016. Es profesor adjunto de gobierno corporativo, ética y contabilidad forense en la Universidad de Virginia, así como miembro del profesorado de la Asociación de examinadores de fraude certificados. Hood ha impartido conferencias sobre temas como liderazgo, ética e instrucción antifraude para compañías de la lista Fortune 500, instituciones sin fines de lucro y organizaciones gubernamentales.
Bret Hood served as a special agent in the FBI for 25 years before becoming the director of 21st Century Learning & Consulting LLC upon his retirement in 2016. He serves as an adjunct professor of corporate governance, ethics and forensic accounting for the University of Virginia as well as a faculty member for the Association of Certified Fraud Examiners. Hood has presented on topics such as leadership, ethics and anti-fraud instruction for Fortune 500 companies, nonprofit entities and governmental organizations.
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CLOSESungan Jung is a branch manager at Shinhan Life and has contributed as a columnist on how to remodel assets in a semiretirement era.
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CLOSEIzumi Osada graduated from Hose University with a bachelor’s degree in law before joining Nissho Iwai Plant Machinery K.K. In 2001, Osada began working at a non-Japanese life insurance company and, in 2019, joined Life Plaza Partners Company Ltd., where he qualified as an executive financial advisor a few months later.
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CLOSEStephanie Scheller is a TEDx speaker, two-time bestselling author, award-winning entrepreneur and founder of Grow Disrupt, a company that designs and produces neuroscience-guided educational events for small business owners with ADHD. Scheller uses the violin to tap in to the human subconscious to break down the psychology behind business growth strategies and marketing techniques that simplify implementation and accelerate growth.
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CLOSEEileen Kerlin Walsh is an award-winning estate planning attorney, author of the bestseller “The Soul of Your Business,” and creator of legacy writing and motivational programs. She also hosts her own monthly TV program and has been interviewed by TV and radio stations nationwide.
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CLOSESudeep Pooyath Balapeethambaran is the business head of agency and government alliances with PNB MetLife in India. He has 24 years of experience leading larger distribution channels by conceptualizing and executing sales strategies and people management, and has presented as the keynote speaker at many national and international conferences.
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CLOSEAurora L. Tancock, FLMI, CFP, es presidenta de Aurora Tancock Financial Services Inc. en St. Catharines, Ontario, Canadá. Con más de 30 años de experiencia en servicios financieros, Tancock se esfuerza por ayudarles a sus clientes a comprender y superar la complejidad a la hora de planear su futuro financiero. Además de ser miembro activo de MDRT y voluntaria de la Fundación MDRT, forma parte del comité de finanzas de la Fundación Comunitaria de St. Catharines.
Aurora L. Tancock, FLMI, CFP, is president of Aurora Tancock Financial Services Inc. in St. Catharines, Ontario, Canada. With more than 30 years of experience in financial services, Tancock strives to help her clients understand and overcome complexity as they plan for their financial future. She is an active MDRT and MDRT Foundation member volunteer and sits on the Finance Committee for the St. Catharines Community Foundation.
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CLOSEPeggy Tsai, RFP, CCFP, es la presidenta inmediata anterior de MDRT 2024. Es caballero diamante de la Fundación MDRT y miembro de su sociedad Inner Circle. Tsai, asesora de Shin Kong Life Insurance Co., ha ganado el premio como líder de ventas en su empresa durante siete años consecutivos. Tsai ha desempeñado diversos cargos de liderazgo voluntario para MDRT, entre ellos el de vicepresidenta divisional de la segunda división del comité de comunicaciones con la membrecía (MCC), directora regional del MCC y directora de zona del MCC. Tsai también ha participado como voluntaria en diversas actividades dentro de las reuniones de MDRT y ha sido oradora en la Reunión Anual de MDRT. Además de su participación en MDRT, Tsai ha impartido conferencias ante numerosas audiencias de profesionales financieros y ha colaborado en publicaciones del sector en su región.
Peggy Tsai, RFP, CCFP, is the 2024 Immediate Past President of MDRT. She is a Diamond Knight of the MDRT Foundation and a member of its Inner Circle Society. Tsai, an advisor with Shin Kong Life Insurance Co., has won the award for No. 1 sales achievement in her company for seven consecutive years. Tsai has held numerous volunteer leadership positions for MDRT, including Divisional Vice President of Membership Communications Committee (MCC) Division 2, MCC Region Chair and MCC Zone Chair. Tsai has also volunteered in several capacities for MDRT’s meetings and has presented at the MDRT Annual Meeting. In addition to her MDRT involvement, Tsai has spoken to numerous audiences of financial professionals and has contributed to industry publications in her region.
En el escenario más grande de la Reunión Anual de MDRT, la Sesión Plenaria ofrece contenidos atractivos e inspiradores de oradores miembros destacados, líderes del sector, la Fundación MDRT y su comité ejecutivo.
Sesión Plenaria: Líderes intelectuales y oradores de renombre comparten historias inspiradoras y contenido del sector que abarcan temas relevantes para los servicios financieros, las estrategias de ventas, las prácticas de negocios y el equilibrio entre la vida personal y laboral.
MDRT Speaks: Estas veloces sesiones, uno de los momentos culminantes de la reunión, ofrecen a los miembros de MDRT la oportunidad de compartir conceptos de negocios innovadores y creativos en diversos formatos de presentación. Adquiere ideas para mejorar tu productividad, estrategias de interacción con clientes y prácticas de negocios.
Discursos del comité ejecutivo: Escucha a tu comité ejecutivo de MDRT, así como el discurso presidencial de 2024.
Fundación MDRT: Conoce sobre el socio benéfico de 2024 y el impacto continuo que nuestra Fundación MDRT ejerce en todo el mundo.
Conversaciones de la Sesión Plenaria: Una conversación a fondo entre un líder de MDRT y un orador destacado.
Estas sesiones brindan contenido especial y exclusivo, así como elementos adicionales a la Reunión Anual de MDRT.
Sesiones especiales con almuerzo*: Acompaña a los expertos del sector a explorar más a fondo temas relevantes. Se proporciona almuerzo. (Estas sesiones se presentan en inglés; no se brinda interpretación).
Lanzamiento a la excelencia: Si eres miembro nuevo de MDRT o asistes a la Reunión Anual de MDRT por primera vez, ¡bienvenido! Te invitamos a conectar con otros compañeros miembros de todo el mundo en esta interactiva sesión de arranque diseñada para ayudarte a aprovechar al máximo tu membrecía de MDRT y tu experiencia en la reunión. Escucharás a miembros de MDRT consolidados que compartirán sus ideas y consejos y revelarán sus secretos para alcanzar el éxito.
¡No te pierdas esta invaluable oferta de la Reunión Anual de MDRT! Dirigida especialmente a los miembros que se encuentran en sus primeros cinco años de membrecía y a quienes son nuevos en las reuniones de MDRT, esta sesión está abierta para todos los asistentes a la reunión. La inspiración, orientación y camaradería que descubrirás perdurarán mucho más allá de tu paso por Vancouver.
Programa de Court of the Table y Top of the Table**: Mejora tu experiencia al acompañar a tus compañeros miembros de Court of the Table y Top of the Table a estas sesiones exclusivas. (Este evento está disponible exclusivamente para los miembros de Court of the Table de 2024 y Top of the Table de 2024).
Foro abierto de Court of the Table y Top of the Table**: Los miembros de Court of the Table y Top of the Table tendrán la oportunidad de conectar y participar en debates sobre temas de su interés durante esta sesión de 90 minutos que se realizará el miércoles por la mañana. Se organizarán los grupos de debate informal por idioma. (Este evento está disponible exclusivamente para los miembros de Court of the Table de 2024 y Top of the Table de 2024).
Sesiones de MDRT Center for Field Leadership**: Exclusivas para los miembros de MDRT Center for Field Leadership, estas cuatro sesiones especiales están dirigidas específicamente a los líderes de los servicios financieros que trabajan de forma presencial y remota. Repletas de estrategias e inspiración para la gestión de equipos y alineadas con el Premio a la cultura de la excelencia de MDRT, estas sesiones te ayudarán a acelerar tu camino hacia el liderazgo y a conectar con otros miembros del centro de MDRT. (Estas sesiones se presentan en inglés. No se brindará interpretación).
Diseñada para despertar nuevas ideas y brindar solución a los retos actuales, ¡las Sesiones de Enfoque nunca decepcionan! Acompaña a expertos del sector, tanto miembros, como no miembros, mientras comparten conocimientos que abarcan una variedad de temas, entre ellos productos de protección, administración patrimonial, estrategias de retiro, marketing, prospección, procesos de negocios, asignación de personal, tecnología y equilibro entre la vida laboral y personal.
Con una oferta única e innovadora, la ZonaConneXion ofrece presentaciones rápidas y diversas oportunidades para conectarcon otros miembros y colegas. Disponible durante toda la reunión, este espaciodivertido y animado es excelente para conocer gente nueva, establecercontactos, tomar fotos dignas de Instagram y participar en sesiones depreguntas y respuestas con los oradores. Con más de 100 sesiones presentadas enhasta seis idiomas, la Zona ConneXion ofrece resultados inmediatos e ideas devanguardia que puedes poner en práctica en tu negocio diario.
Quienes pueden registrarse para la reunión son los miembros de MDRT 2024, los miembros de MDRT Center for Field Leadership 2024, los miembros de MDRT Agency Manager Program 2024, los miembros de MDRT Academy 2024 y los mentees del Programa de mentoría de MDRT 2024. Los cónyuges, hijos, parientes, amigos o socios no están autorizados para registrarse o asistir a ningún acto o evento oficial.
Conviértete en miembro de MDRT hoy mismoConoce más sobre MDRT Center for Field Leadership.
Conoce más sobre MDRT Agency Manager Program.
Conoce más sobre MDRT Academy y los criterios para el programa de mentoría de MDRT.
Las solicitudes de cancelación de registro deben enviarse por correo electrónico a Maritz, a mdrt@maritz.com para poder ser elegible para recibir un reembolso completo.
Si tu solicitud de visa ha sido denegada O si no puedes conseguir la cita necesaria para obtenerla, eres elegible para recibir un reembolso completo de la cuota de registro de la reunión si tu solicitud de reembolso se recibe a más tardar el 25 de abril de 2024. Cualquier solicitud de reembolso recibida a partir del 26 de abril de 2024 estará sujeta a las políticas de cancelación y a los importes de reembolso indicados en la sección "Registro" anterior.
Todas las solicitudes deben enviarse de forma individual por correo electrónico a mdrt@maritz.com.
Las solicitudes de reembolso deben incluir tu número de ID de MDRT, así como la carta oficial de rechazo de la Oficina de Inmigración, Refugiados y Ciudadanía de Canadá (IRCC, por sus siglas en inglés) o una captura de pantalla del sitio web de IRCC en la que se muestre que la visa ha sido denegada.
MDRT no tramitará las solicitudes de información sin esta documentación.
Mejora tu experiencia en la reunión al volverte voluntario de la división de arreglos generales de programación (PGA, por sus siglas en inglés). Conecta y crea nuevos amigos alrededor del mundo mientras brindas tu apoyo en cargos vitales para ayudar a que la experiencia de la Reunión Anual de MDRT sea positiva para los demás asistentes. Conoce más e inscríbete a uno de los ocho grupos especiales cuando te registres a la reunión.
Los voluntarios deben asistir al evento de arranque del PGA del sábado, 8 de junio, a las 4:30 p. m. Organiza que tu llegada a Vancouver sea a tiempo para que puedas escuchar una presentación especial, recibas detalles importantes sobre tu asignación y conozcas a los demás miembros de tu equipo. Todos los voluntarios deben ser miembros de MDRT. Las puertas se abrirán a las 4:00 p. m.
Visita el centro de beneficios para los miembros de MDRT para conocer todo lo que la asociación tiene para ti.. Consigue un tutorial de la aplicación de MDRT, descubre contenido valioso en mdrt.org, y aprende sobre el Programa de mentoría de MDRT, MDRT Academy y MDRT Center for Field Leadership.
La Fundación MDRT dona a organizaciones benéficas de todo el mundo, lo que demuestra la generosidad, el servicio y el impacto de los miembros de MDRT. Conoce más sobre la Fundación MDRT.
Durante la reunión, asegúrate de visitar el stand de la Fundación MDRT en el Centro de Convenciones de Vancouver para conocer el Programa global de subvenciones y hacer un donativo a la organización benéfica de este año, Letters to Strangers.
La MDRT Store expone los mejores recursos educativos del sector. Visita la tienda en el Centro de convenciones de Vancouver o en línea en mdrtstore.org, para encontrar productos exclusivos de la reunión, placas, prendas de vestir y más artículos de la marca MDRT.