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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.
Jim Kwik é uma autoridade internacionalmente aclamada em otimização do cérebro, aprimoramento da memória e aprendizado acelerado. Como autor de best-sellers do New York Times e do Wall Street Journal, ele equipou inúmeras pessoas com ferramentas inigualáveis de produtividade, transformação pessoal e triunfo profissional, incluindo nutrição cerebral, tipos de cérebro e como a IA afetará nossas vidas diárias. Gigantes do setor, como Google, Virgin Atlantic, Nike, SpaceX e 20th Century Studios, além de instituições como a Universidade de Harvard e as Nações Unidas, adotaram suas metodologias.
Amy Jo Martin é fundadora e CEO da Renegade Global, uma empresa de inovação humana que catalisa disrupções positivas para indivíduos e corporações. Ela é autora de best-seller, palestrante principal, educadora, investidora e apresentadora do podcast "Why Not Now?". Amy forneceu a milhares de pessoas as ferramentas necessárias para transformar imediatamente suas ideias em ação e trabalhou de perto com marcas de renome mundial, como Hilton Worldwide Holdings Inc., Nike, Shaquille O’Neal e Dell. Também fundou uma das primeiras agências digitais, sendo pioneira em branding pessoal on-line na forma como conhecemos hoje.
Max Major é um mentalista de renome mundial que vive em Las Vegas, Nevada, EUA. Confiando em suas habilidades de leitura da linguagem corporal, aperfeiçoados ao longo de 3.500 shows ao vivo, as apresentações de Major mostram truques mentais de um Jedi da vida real. Além de ser a estrela da 15ª temporada de "America's Got Talent", ele é o mentalista mais seguido do planeta, seu vídeo sobre como ler a mente de estranhos ultrapassou 1 bilhão de visualizações em 2022. Entre seus clientes estão o Facebook, a Microsoft Corporation e o Google, e ele teve a chance de demonstrar suas técnicas inovadoras de linguagem corporal, hipnose e influência várias vezes perante as agências de inteligência do Departamento de Defesa.
Gino Wickman criou o Sistema Operacional Empresarial (EOS), um método prático para levar empresas ao sucesso. Empreendedor desde os 21 anos, Wickman sempre foi obcecado em aprender o que faz uma empresa prosperar e se dedicou a ajudar os líderes a obter o que desejam de seus negócios. Ele realizou mais de 2.000 sessões para mais de 135 empresas ensinando como implementar o EOS, e é autor do best-seller “Traction: Get a Grip on Your Business.”
Solicitações de visto para a Reunião Anual de 2024 em Vancouver podem levar até seis meses.
Dê entrada hoje nas suas solicitações de visto, autorização eletrônica de viagem (eTA) e passaporte.
(Não haverá sessões nesse dia)
(as sessões começam às 11:00 h)
Ponlacha 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.
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.
Nobuyuki Fukumoto, AFPは1995年に生命保険の仕事を始め、通算7回会社のトップ・セールスの栄光に輝きました。2009年に独立し、（株）ソリューション・プランニングを立ち上げました。2015年にSonic Japan に入社しました。
Nobuyuki 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.
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.
Hozumi Hanada, LUTCFはパシフィック・ブリッジ・カンパニーズの日本部門のリーダーであり、パシフィック・ブリッジ・ウェルス・リソーシズの社長です。山梨県生まれ。東京で10年間編集者として働いた後、ファイナンシャル・アドバイザーとして、グローバルなファイナンシャル・ナビゲーションを通じて、日本人の夢や希望を実現するサポートをすることに情熱を注いでいます。
Hozumi 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.
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 membros Court of the Table 2024 e Top of the Table 2024.
Steve Backleyはやり投げの世界記録を3度更新し、世界No.1に輝いた達人です。幾度となく深刻な挫折を味わいながらも15年以上にわたってイギリス陸上ナショナルチームのメンバーとして、3回のオリンピックでメダルを獲得した唯一のイギリス人陸上競技選手であり、1990年には世界年間最優秀選手の栄冠に輝きました。
Roger Blackはヨーロッパ選手権、英連邦選手権、世界選手権の金メダルを含めて400メートルと4×400メートルリレーで合計15個のチャンピオンシップ・メダルを獲得したことで知られる元陸上選手です。選手生活で多くの障害を克服しながらイギリスとイングランド代表として国際的に活躍しました。
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.
Regina Bedoya、CLU, ChFCはリタイアメントと保険プランニングを専門に扱うファイナンシャル・コンサルティング会社RB Financial Advisorsの社長です。2020年のMDRT会長であり、MDRT Foundationのプラチナ・ナイトの称号を持ち、Inner Circle Societyのメンバーです。Bedoyaはボランティアとして幅広い委員会活動に参加し、アニュアル・ミーティングや業界の国際的な会議で講演を行っています。これまでにIrvin Konter AwardおよびAmerican Free Enterprise Companion Medalを受賞し、Prudential Palm BeachのAgent of the Yearを2回受賞しています。
Tony Gordonは金融サービス業界で最も成功した有名なアドバイザーのひとりです。MDRTの元会長であり、50年以上の経験を持つGordonはその幅広い知識を生かしてアドバイザーを指導し、世界中の聴衆とアイディアを分かち合い、熱意を伝えています。
Thian Lung Jongは2006年にAIAに入社し、2008年にユニット・マネージャーに昇進しました。著書にSimplicity、共著にThe Mindset PlaybookおよびMalaysia Big Dealsがあり、その功績が称えられいくつもの賞を受けています。JongはMDRT会員として幅広くボランティア活動を行い、大会のPGA委員会、MDRTグローバル・アンバサダー、MDRT Foundationでさまざまな役割を果たしてきました。また、MDRTやエイジェンシー・マネジャー（機関長）会議、他の金融サービス組織でも講演をしています。
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.
Alex BoyéはAmerica’s Got Talent出身の多文化・多世代のグローバル・アーティストであり、YouTubeチャンネルの再生回数は10億回を超えています。メンタルヘルスへの取り組みでDidi HirschのErasing the Stigmaを受賞し、アメリカ自殺予防財団の公式アンバサダーを務めています。Boyéはカーネギーホールで8回講演し、The Tonight Show Starring Jimmy Fallon, Fox & Friends, Good Morning Americaなどのトークショーにも出演しました。
Alex Boyé, an America’s Got Talent alumni, is a multicultural, multigenerational global artist with more than 1 billion views on his YouTube channel. He received the Didi Hirsch “Erasing the Stigma” award for his work on mental health initiatives and is the official ambassador for the American Foundation for Suicide Prevention. Boyé has performed at Carnegie Hall eight times and has appeared on talk shows such as “The Tonight Show Starring Jimmy Fallon,” “Fox & Friends” and “Good Morning America.”
Ian Green, Dip PFSは2021年MDRT会長、2017年トップ・オブ・ザ・テーブル担当グローバル・カウンシルメンバー兼諮問委員会委員長。ロンドンで独立系ファイナンシャル・プランニングの会社を経営し、ホール・パーソンのコンセプトの提唱者として、その成功の多くはMDRTから学んだことに起因していると述べます。
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.
Yohei Tomita冨田洋平は2004年に日本のプルデンシャル生命に入社し、2009年にセールス・マネージャーに昇進して人材採用と育成、組織管理を学びました。2013年に再び営業職に復帰し、現在は相続・遺産設計および事業承継を専門としています。クライアントが直面する可能性のある潜在的な課題を指摘し、最適な解決策に導くことに情熱を注いでいます。
Yohei Tomita joined Prudential Life of Japan in 2004 and was promoted in 2009 to sales manager, a role that taught him how to recruit, develop and manage a team. In 2013, he transitioned back to sales and currently specializes in inheritance/estate planning and business succession. Tomita is passionate about uncovering potential challenges clients may face and guiding them to solutions that are best for them.
Joel Zeff はダイナミックな講師であり、即興ユーモリストであり、聴衆に中心的なメッセージを伝える著名なモチベーターです：組織と個人は、協力、生産性、情熱、革新性を高めるために、日々の成功を祝うべきです。1997年以来、Zeffはウェルズ・ファーゴ、サムスン、国税庁などの聴衆をインスパイアし、インスピレーション、ビジネスに不可欠な知識、そして情熱と成功を再び結びつけるためのアイデアを提供してきました。
Joel Zeff is a dynamic speaker, improvisational humorist and renowned motivator with a central message for his audiences: Organizations and individuals should celebrate everyday successes to increase collaboration, productivity, passion and innovation. Since 1997, Zeff has inspired audiences such as Wells Fargo, Samsung and the IRS, delivering a combination of inspiration, essential business knowledge and ideas to help them reconnect with their passion and success.
Diana Chaoはアメリカに移住したブイ族の中国系アメリカ人一世として、英語を話せない両親のもと南カリフォルニアで貧困ライン以下で育ちました。癒やされるまでのプロセスはストレートにはいかず紆余曲折を経る複雑な道のりだということを体験しました。一人で取り組むべきものではないことを身をもって学んだ彼女は、高校2年生のときにLetters to Strangers（L2S）を設立しました。現在L2Sは若者が運営するグローバルにメンタルヘルスに取り組んでいる団体として受賞歴もあります。メンタルの病気に対する差別をやめて、より多くの方々、特に若者が質の高い治療を受けられるように活動しています。Chaoは2人のアメリカ大統領に認められ、2021年ダイアナ妃のレガシー・アワードを受賞し、オプラ・マガジンで2019年ヘルス・ヒーローとして特集されました。
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.
Gregory B. Gagne, ChFCは2024年度MDRT会長です。MDRT FoundationのExcalibur Knightの称号を有し、MDRT Foundationの理事を務めた経験があり、Inner Circle Societyのメンバーです。Gagneはウェルス・マネジメントと資金配分プランを専門的に扱うAffinity Investment Group LLCを設立しました。MDRTではトップ・オブ・ザ・テーブル担当グローバル・カウンシル・メンバーおよび諮問委員会チェア、2020年度大会準備委員会担当グローバル・カウンシル・メンバーなどを含めて数多くのボランティアを経験してきました。これまでにMDRTの大会で12回講演をしました。MDRTでのリーダーシップに加え、NAIFAのニューハンプシャー州支部長を務め、2008年にはDistinguished Financial Advisor Awardを受賞しました。
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.
Rick Hu, CLTC, RICPはMidas Wealthの創設者兼社長であり、顧客の投資およびファイナンシャル・プランニングに関するあらゆる面をサポートするとともに、顧客ポートフォリオの財務戦略を指揮しています。Huは持続可能なビジョン、卓越したリーダーシップ、顧客とのコミュニケーションで多くの賞を受賞しており、金融サービスに関するトピックで頻繁に講演を行っています。また、Forbes, Winston Benefits, Yahoo FinanceおよびNewsdayでも紹介されました。
Rick Hu, CLTC, RICP, is the founder and president of Midas Wealth, where he helps clients with all aspects of their investment and financial planning matters while also directing the firm’s financial strategies for client portfolios. Hu has received many awards for his sustained vision, outstanding leadership and client communication, and he is a frequent speaker on financial services topics. In addition, he has been featured in Forbes, Winston Benefits, Yahoo Finance and Newsday.
Jim Kwikは脳の最適化、記憶力の向上、加速学習について国際的に高く評価されている権威です。New York TimesおよびWall Street Journalのベストセラー作家として脳の栄養学、脳のタイプ、AIが私たちの日常生活に与える影響など、比類ない生産性、個人的な変化、専門家としての勝利のツールを数え切れないほどの人々に提供しています。業界大手のGoogle, Virgin Atlantic, Nike, スペースX社、20世紀スタジオ、そしてハーバード大学や国連などの機関が彼の方法論を採用しています。
Jim Kwik is an internationally acclaimed authority on brain optimization, memory improvement and accelerated learning. As a New York Times and Wall Street Journal bestselling author, he has equipped countless people with tools for unparalleled productivity, personal transformation and professional triumph — including brain nutrition, brain types and how AI will impact our daily lives. Industry giants such as Google, Virgin Atlantic, Nike, SpaceX and 20th Century Studios, along with institutions like Harvard University and the United Nations, have embraced his methodologies.
Andrew C. Lord, CLU, ChFCはニューハンプシャー州を拠点とする投資顧問会社Essential Planning LLCの経営者であり、リタイアメント・プランニングを専門に顧客のために包括的かつ個別に設計した財務管理ソリューションを提供しています。Lordは今年度のMDRT Foundation会長です。トップ・オブ・ザ・テーブル諮問委員会委員長、メンバー・リソース部門グローバル・カウンシル・メンバー、メンバー・サービス部門DVPを含めてMDRTでのボランティア活動歴も豊富です。
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.
Elke Rubach, LL.M., CLUはRubach Wealth社の創立者として財政的な独立を実現するためにクライアントを支援しています。苦労して学んだ母の姿を見てきたからでもあります。Rubachは4カ国語が堪能で、法律、銀行、ファイナンスの経験を持ちウェルス・マネジメント、資産税対策そしてフィランソロピーの講師として高く評価されています。彼女のもう一つの顔は2016年に創設したFashion Heals for SickKidsというチャリティ団体の理事です。小児がんの治療と研究のために2014年以来、$450,000以上の寄付を集めてきました。
Elke Rubach, LL.M., CLU, founder of Rubach Wealth, provides highly personalized support to her clients so they can become financially independent — an important position that her mother learned the hard way. Rubach speaks four languages, has a background in law, banking and finance, and is a sought-after speaker on wealth management, estate planning and philanthropy. She also is the founder of Fashion Heals for SickKids, which has raised more than $450,000 for pediatric cancer care and research since 2014.
Gino Wickmanはビジネスを偉大なものへと導く実践的な手法であるEntrepreneurial Operating System (EOS)を創業しました。21歳のときから起業家であったWickmanはビジネスを成功させる要因を学ぶことに執念を燃やし、リーダーがビジネスから望むものを引き出す手助けをしようと考えました。これまでに135社以上に、2,000回以上の１日セッションを実施し、EOSの導入方法を指導しました。また 著書のTraction: Get a Grip on Your Businessはベストセラーになりました。
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.”
Tham WongsankakornはAIA社のNumthongチームのディレクターです。1995年に金融サービスのキャリアをスタートし、これまでに数々の賞を受賞してきました。著書にDare To Be Rich（金持ちになる勇気）があります。
Tham Wongsankakorn is the director of the Numthong team at AIA Company. He began his financial services career in 1995 and has received numerous awards throughout the years. He also authored the book “Dare To Be Rich.”
Dr. Susan Biali Haasは受賞歴のある医師で、メンタルヘルスを提唱するバーンアウト予防、ストレス管理、レジリエンスの専門家です。パンデミックの初期から不安やうつ病の患者のカウンセリングを行い、現在も軍のリーダーや上級管理職から医師、その他の医療専門家に至るまで、幅広いクライアントに自分の健康をコントロールするよう促しています。ベストセラー作家であり、“Today show,” “Today With Hoda & Jenna,” “BBC World Service”さらに、Chicago Tribune, Washington Post and New York Postで紹介されました。
Dr. Susan Biali Haas is an award-winning medical doctor, mental health advocate and expert in burnout prevention, stress management and resilience. During the first year of the pandemic, Biali Haas counseled patients with anxiety and depression, and she continues to inspire a broad range of clients — from military leaders and senior executives to physicians and other health care professionals — to take control of their health. She is a bestselling author and has been featured on the “Today” show, “Today With Hoda & Jenna” and “BBC World Service” as well as in the Chicago Tribune, Washington Post and New York Post.
(As sessões começam às 11:30 h)
Sun-young Kim is a financial services advisor at Nonghyup Insurance Company Ltd. and was named a Golden Fellow of the Life Insurance Association.
Masakazu Shigemori重盛政和は2004年にソニー生命保険会社に入社しました。歯科医への金融サービスを専門としており、その人柄から富裕層市場にとって価値あるアドバイザーとしての地位を確立したと考えています。
Masakazu 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.
Togo Kimura木村冬悟は2009年にAXA生命に入社し、現在はエグゼクティブ・ファイナンシャル・プラン・アドバイザーとして生命保険のコンサルティングと相続対策を専門に活躍しています。
Togo Kimura joined AXA Life Insurance Company in 2009 and currently serves as executive financial plan advisor, focusing on life plan consulting and inheritance planning.
Joo-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.
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.
Hiroshi Maeda前田浩志は2003年にプルデンシャル生命保険会社に入社しました。鹿児島大学非常勤講師であり、MDRTプルデンシャル分会の理事を7年間務め、現在は副分会長です。
Hiroshi 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.
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.
Christian Thomas Carpizo Vazquez Sr. believes success begins with applying consistency, maintaining self-discipline and setting very clear goals.
Matthew 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.
Jim Kwik is an internationally acclaimed authority on brain optimization, memory improvement and accelerated learning. As a New York Times and Wall Street Journal bestselling author, he has equipped countless people with tools for unparalleled productivity, personal transformation and professional triumph — including brain nutrition, brain types and how AI will impact our daily lives. Industry giants such as Google, Virgin Atlantic, Nike, SpaceX and 20th Century Studios, along with institutions like Harvard University and the United Nations, have embraced his methodologies.
Xiaohu 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.”
Ying 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.
Yohei Tomita冨田洋平は2004年に日本のプルデンシャル生命に入社し、2009年にセールス・マネージャーに昇進して人材採用と育成、組織管理を学びました。2013年に再び営業職に復帰し、現在は相続・遺産設計および事業承継を専門としています。クライアントが直面する可能性のある潜在的な課題を指摘し、最適な解決策に導くことに情熱を注いでいます。
Yohei Tomita joined Prudential Life of Japan in 2004 and was promoted in 2009 to sales manager, a role that taught him how to recruit, develop and manage a team. In 2013, he transitioned back to sales and currently specializes in inheritance/estate planning and business succession. Tomita is passionate about uncovering potential challenges clients may face and guiding them to solutions that are best for them.
Aree 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.
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.
Joon 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.
Shusaku Tezuka手塚秀作は飛び込み訪問や電話をすることなくユニークな方法で紹介の輪を広げています。さらに、毎週挙績を16年間続けてきた結果、ストレス・フリーな活動を実現しています。
Shusaku 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.
Shane 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.
Saad 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.
Kathleen R. Benjamin, CFP, CPA, recently stepped down from her role of chief integration officer at The Pacific Bridge Companies, where she was part of the leadership team. Benjamin is currently the President of her own consulting company which specializes in providing financial advisory firms with strategic financial and operational advice to strengthen their overall practice management.
Timothy 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.
Hsiu-chung Hsu has found success in the financial services profession due to her commitment to lifelong learning and serving clients with enthusiasm.
John R. Benton Jr., ChFC, CLTC, is the founder of Chartered Financial Services, a financial planning and insurance practice that he leads with his wife and daughters in Warren, New Jersey, USA. He has served on numerous MDRT committees over the years and currently sits on the MDRT Foundation Board of Trustees.
Stephen Kagawa, FSS, LUTCF, is committed to helping financial advisors love the work they do. Born and raised in Honolulu, Hawaii, USA, Kagawa is the founder and CEO of The Pacific Bridge Companies, a comprehensive wealth management organization that is focused on global financial navigation as well as helping ethnic communities from Asia in the U.S. He is the bestselling author of “Aloha Financial Advising,” and regularly speaks on international consultative and wealth management principles around the world.
Mark 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.
Salvador Perez Mendez has eight years of experience in the financial services profession, earning the diamond Legion Conventionist Award for each of those years.
Yen Wei Nee has more than 20 years of experience in the financial services profession.
Krits 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.
Jun Shimizu は1980年に金融サービスの専門家の道を歩み始め、営業のエキスパートになりました。その後、管理職として法人部門の長や支部長を経験し、多くのお客さまに信頼される存在になりました。現在はその豊富な経験とノウハウを活かし、主に団体保険を中心とした法人営業活動にフォーカスしています。
Jun 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.
Tham Wongsankakorn is the director of the Numthong team at AIA Company. He began his financial services career in 1995 and has received numerous awards throughout the years. He also authored the book “Dare To Be Rich.”
(evento com ingresso pré-pago, com custo adicional no ato da inscrição. Sessão apresentada somente em inglês. Não haverá interpretação).
Natalie Halesは米国およびカナダのファイナンシャル・アドバイザーが専門性を確立し、ブランドを構築し、理想的な顧客とつながることを支援するブランド戦略家です。10年以上にわたる金融マーケティングの経験を持ち、ユニークな専門知識はカナダ生命などの有名企業での仕事を通じて磨かれてきました。ファイナンシャル・ガイダンスがもたらす変革的な影響に感銘を受け、アドバイザーの潜在能力を増幅させ、ターゲットとする顧客に比類のない専門家としての地位を確立することに専念しています。
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.
浅井健太郎 - 2014年ソニー生命保険株式会社入社。
Kentaro Asai joined Sony Life Insurance Company in 2014.
David 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.
Sammi 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.
Neha 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.
Matt Halloranは金融サービスの専門家向けのコミュニケーションとポッドキャストのエキスパートです。高い評価を得ているポッドキャスト「トップ・アドバイザー・マーケティング」のホストであり、非常に人気の高い基調講演者であり、金融アドバイザーとテクニックの秘密を共有することで知られる、需要の高いポッドキャストゲストでもあります。The Social Media Handbook for Financial Advisorsという共著はThe Wall Street Journal, Investment News そしてFinancial Planning magazineで紹介されました。
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.
Seonghun 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.
Alain 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.
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
Pitchaya 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 membros do Centro de Liderança de Campo da MDRT. Sessão apresentada somente em inglês. Não haverá interpretação)
Tim 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
D. Kyle Atkins, CLU, CFPは金融サービスの専門家として39年以上の経験を持ち、Strategic Coach, the Spartanburg Rotary ClubそしてNAIFA.など、国や地域の数多くの専門家組織のメンバーとして活躍しています。
Caroline A. Banks, FPFSは2015年度のMDRT会長。イギリスで初期に承認された由緒ある認定ファイナンシャル・プランニングを提供する会社の創設社長であり、包括的なファイナンシャル・プランニングを専門にしています。世界的な組織であるSociety of Trust and Estate Practitioners (STEP)のメンバーでもあります。
Mark J. Hanna, CLU, ChFCは2017年度のMDRT会長で、2007年度にはトップ・オブ・ザ・テーブル会長を務めました。MDRT Foundationのロイヤル・オーダー・エクスカリバーの騎士の称号を持ち、Inner Circle Societyのメンバーです。
オーストラリア、クイーンズランド州ブリスベンのRoss Vanderwolf, CFPは2019年度のMDRT会長です。MDRT FoundationのPlatinum Knightの称号を有し、MDRT Foundationの理事を務め、Inner Circle Societyのメンバーです。Vanderwolfはフルサービスのファイナンシャル・プランニングを提供するRothgard Financial Partnersの代表取締役です。MDRT会員として数多くの委員会で活躍してきました。2014年以来毎年オーストラリアで最も信頼されるファイナンシャル・アドバイザーのひとりに認定されています。
D. 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.
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.
Atthapong 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.
Nikki 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.
Sheri 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.
Alessandro 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.
Sunil 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.
伊月貴博 - 株式会社ファイナンシャルリンクサービスの代表取締役であり、特に米国市場において富裕層顧客に保険、年金、証券サービスを提供しています。
Takahiro 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.
Atthapong 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 .
Young 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.
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 membros do Centro de Liderança de Campo da MDRT. Sessão apresentada somente em inglês. Não haverá interpretação)
Bryan 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 membros do Centro de Liderança de Campo da MDRT)
(Exclusivo para membros da MDRT com 25 anos ou mais de associação)
(Exclusivo para membros Top of the Table 2024)
Ian Green, Dip PFSは2021年MDRT会長、2017年トップ・オブ・ザ・テーブル担当グローバル・カウンシルメンバー兼諮問委員会委員長。ロンドンで独立系ファイナンシャル・プランニングの会社を経営し、ホール・パーソンのコンセプトの提唱者として、その成功の多くはMDRTから学んだことに起因していると述べます。
Tim Groverは世界的な基調講演者、コンサルタントであり、さまざまな業界のリーダー、アスリート、エリートアチーバーにあくなき野心、結果重視のパフォーマンス、メンタル・タフネスの原則を教えています。Groverは全米ベストセラーとなった “Relentless: From Good to Great to Unstoppable” の著者であり、デジタル・トレーニング・プラットフォームの The Relentless Systemの開発者でもあります。Sports Illustrated誌やYahoo誌のコラムニストとしても活躍するGroverはESPNやFox Sportsなどのメディアにも登場し、2022年度リアル・リーダーズ誌の世界のキーノート・スピーカー・トップ50にも選ばれました。
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.
Wave Chow Wing Kaiは保険業界で20年以上の経験を持ち、アジア全域で講演をしています。エージェンシー・ディレクターとしてMDRTの資格を持つ優秀な専門家チームを率いています。ベストセラー作家であり、3つの出版物の熱心なコラムニストであり、「アジア保険代理店リーダー・オブ・ザ・イヤー」と「デジタル代理店リーダー・オブ・ザ・イヤー」の受賞者です。
Wave Chow Wing Kai is a renowned speaker across Asia with more than 20 years of experience in the insurance industry. As an agency director, he leads a team of talented professionals, all of whom have qualified for MDRT. He is a bestselling author, passionate columnist for three publications, and recipient of the “Asia Insurance Agency Leader of the Year” and “Digital Agency Leader of the Year” awards.
Karen Eberは グローバル・リーダーシップ・コンサルタント、基調講演者、そして著書はベストセラーになりました。Eber Leadership GroupのCEO兼チーフ・ストーリーテラーとして企業がリーダー、チーム、企業文化を一度にひとつのストーリーで構築できるよう支援しています。General Electric, the Kraft Heinz CompanyそしてMicrosoft Corporationなど、フォーチュン500社に名を連ねる企業の委託を受けて活躍するとともにthe London School of Business, MITそしてStanfordなどの大学で講義を行い、Fast Company, Forbes, the New York Post そしてBusiness Insiderと言った雑誌に頻繁に寄稿しています。
Karen Eber is a global leadership consultant, keynote speaker and bestselling author. As the CEO and chief storyteller of Eber Leadership Group, she helps companies build leaders, teams and culture, one story at a time. She works with Fortune 500 companies like General Electric, the Kraft Heinz Company and Microsoft Corporation, guest lectures at universities such as the London School of Business, MIT and Stanford, and frequently contributes to Fast Company, Forbes, the New York Post and Business Insider.
Brandon Farbsteinは自己受容を受けいれて生きるという普遍的なメッセージで、世界中の何百万人もの人々を鼓舞しています。極めて珍しい小人症をもって生まれたFarbsteinは自分の苦しみ、孤独、被害者意識をエンパワーメント、インパクト、影響力に変えてきました。活動の成果はバージニア州法にいじめに対する2つの法案を成立させた原動力となり、著書で読者を力づけ、制限された信念を打ち砕き、マインドセットを高め、大胆な人生を創造するツールを聴衆に提供し続けています。
Brandon Farbstein inspires millions of people across the globe with his universal message of living life on your own terms and building the framework for self-acceptance. Born with an extremely rare form of dwarfism, Farbstein has turned his suffering, isolation and victimhood into empowerment, impact and influence. The driving force behind getting two new pieces of legislation against bullying signed into Virginia law, Farbstein continues to empower readers with his books and deliver tools to audiences that shatter limiting beliefs, elevate mindset and create an amplified life.
Carol Kheng, ChFCは2024年MDRT副会長です。MDRT Foundationのダイヤモンドの騎士の称号を有し、MDRT Foundationの理事を務め、Inner Circle Societyのメンバーです。シンガポールのPrudential Assurance Company(英)のファイナンシャル・コンサルタントであるKhengは富裕層の資産税・相続税対策にフォーカスしています。KhengはMDRTでボランティア精神を発揮し、グローバル・コンファレンスのPGA担当DVP、ビジネス管理ディビジョン担当ディビジョナル・バイス・プレジデント(DVP)、そして2014年MDRTエクスペリエンス大会のDVPなど数多くの役割で貢献してきました。また2020年度Prudential Presidents’Club受賞者であり、1996年以来毎年同社のQuality Club EliteおよびStar Clubのメンバーを続けています。2005年にプルーデンシャル生命内にMDRTクラブ（分会）を設立し、初代会長を務めました。
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.
Jennifer P. Mann, MBA, CFPは2012年からLenox Advisorsに所属し、シカゴオフィスのバイス・プレジデントとして活躍しています。主に富裕層やエグゼクティブを対象に、資産税対策プラン、リタイアメント・プラン、保険、ウェルス・マネジメント、大学進学資金、従業員福利厚生などの分野で統合的なソリューションを提供しています。Lenox Advisors入社以前には9年間Eagle Strategies LLCでアドバイザーとして経験を積みました。.
Jennifer P. Mann, MBA, CFP, has been with Lenox Advisors since 2012 and serves as a vice president at the Chicago office. She primarily works with high-net-worth families and executives to develop integrated solutions in the areas of estate planning, retirement planning, insurance planning, wealth management, college funding and employee benefits. Prior to joining Lenox Advisors, Mann had nine years of industry experience at Eagle Strategies LLC.
(As sessões começam às 11:30 h)
Sittichai 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.
Hua-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.
Se-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.
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.
Mongkol 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 .
Hea-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 com ingresso pré-pago, com custo adicional no ato da inscrição. Sessão apresentada somente em inglês. Não haverá interpretação).
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.
Kavita 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.
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.
Paphasorn Kaewkorbsin is the CEO of Idol Planner Company and specializes in tax planning, corporate structuring and family constitution.
Han Kim earned his master’s degree in finance and investment at Hanyang University and completed a financial insurance curriculum at KAIST College of Business.
妻鹿一 - 2003年にアクサ生命に入社し、2018年にはアクサ分会代表を務めました。また、複数のMDRT委員会のメンバーボランティアとしても活躍。
Hajime 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.
Jim 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.
Joseph 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.
Yuan 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.
Pádraic Ó Máilleはビジネスとモチベーションに関するアイルランドで最もフレッシュな講師のひとりです。2009年から2013年にかけての世界的な経済不況の中、彼のクライアントの多くは感情的にも経済的にも肉体的にも混乱に直面していました。Ó Máilleは不況を生き抜くために必要な最も重要な資質はアイルランド語で規律を意味する“smacht” だと判断しました。以来3年かけて300人の経営者が明確な目標を設定し、行動計画にコミットし、責任感を持って達成するよう導いてきました。
Pádraic 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 membros do Centro de Liderança de Campo da MDRT. Sessão apresentada somente em inglês. Não haverá interpretação)
Susan 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.
Helen 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.
Jagannath 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.
Derek Hagenは、ファイナンシャル・アドバイザーだけでなく、個人やカップルが有意義な人生を送るための支援を専門とする認定プラクティショナーです。金融の専門家とお客さまの両方の心理をトレーニングで理解させて、アドバイザーのとるべき行動を訓練しています。毎週発行しているニュースレターでお金と価値ある人生を送るための心理学を、シンプルな絵を使って説明しています。彼の活躍はThe Wall Street Journal, Kitces’ “Nerd’s Eye View” blogそしてポッドキャストとして“Standard Deviations”および“The Human Side of Money”で人気を博しています。
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.”
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.
堀田裕之 - 2009年より金融サービス業に従事し、中小企業経営者の事業継続、財務、保険に関するアドバイスに注力。
Hiroyuki 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.
Soo 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.
Siriporn 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.
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.
Wong 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.
Yuanyuan 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 membros do Centro de Liderança de Campo da MDRT. Sessão apresentada somente em inglês. Não haverá interpretação)
Jack 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 membros com 25 anos ou mais de associação)
(Evento com ingresso pré-pago, com custo adicional no ato da inscrição. Exclusivamente para membros Court of the Table 2024 e Top of the Table 2024).
(Exclusivo para membros com 25 anos ou mais de associação)
David 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.
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.
Jong 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.
Eile 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?!”
Vikas 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.
陣野壮太郎 - 1999年にアクサ生命に入社し、2001年にアクサ生命の年間表彰を受賞。その他、金融サービス業界における功績が認められ、数々の賞を受賞。
Sotaro 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.
Thanathon 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.
Bin 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.
Demarra Westは女性のためのグローバル・ウェルネス企業のBe Well Beautiful Womanの創設者です。同社はリトリート、グループ・コーチング、文化的に包括的なウェルネス教育を提供しながら、解放、喜び、経済的エンパワーメントに焦点を当てています。YWCA Kalamazooの理事長であり、Change Agent Consultingの代表としてエグゼクティブ・コーチング、戦略プランニング、公平性、インクルージョン、帰属意識を高めるサービスを15年にわたり全米で提供しています。
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.
(Não haverá sessões nesse dia)
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.
Warika 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.
Catherine Gough, FPFSは英国イングランド、ShrewsburyのKingsland Wealth Management Ltd.のマネージング・ディレクターです。1995年から金融サービスに携わり、2002年にアドバイザーに転身し、独立した立場でファイナンシャル・プランニングを提供し、顧客の優先事項を大事にして目標達成を支援しています。
Catherine 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.
I 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.
Bret Hood, MBA, CFE, 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.
Sungan Jung is a branch manager at Shinhan Life and has contributed as a columnist on how to remodel assets in a semiretirement era.
長田和泉 - 法政大学法学部を卒業後、日商岩井工場機械株式会社に入社。2001年に外資系生命保険会社に就職し、2019年にライフプラザパートナーズ株式会社に入社し、数カ月後にエグゼクティブファイナンシャルアドバイザーの資格を取得。
Izumi 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.
Stephanie 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.
Eileen 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.
Sudeep 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.
Delia BrimmerはNew York Lifeでファイナンシャル・アドバイザーとして成功しています。2013年にキャリアをスタートさせて以来、人間関係の構築に重点を置いてきたこともあり、ビジネスを複数の州で展開するまでに成長させました。2022年6月に初めてMDRTアニュアル・ミーティングに出席し、それ以来メンバー・ボランティアとして活躍しています。
Delia Brimmer is a successful financial advisor with New York Life. Since beginning her career in 2013, Brimmer has grown her business into a multistate practice, in large part because of her focus on building relationships. She attended her first MDRT meeting in June 2022 and is an active MDRT member volunteer.
Timothy Daniel. Clairmont, CFP, MSFSはClear Financial Partners Incの創設者として、オレゴン州Portlandで包括的なプランニングを専門とし、リタイア準備中のお客さまへ戦略的なリタイアメント・インカム・プランを提供しています。アドバイザーとお客様向けに無償の研修アプリを開発し、世界中に提供するとともに、ベストセラーとなった著書があり、インスピレーションを与える講師としても活躍しています。
Timothy Daniel Clairmont, CFP, 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.
Laura Xue-Fen Hoi, ChFC, AEPPは2002年に金融サービスの専門家になりました。シニア・エグゼクティブや富裕層の資産管理およびウェルス・マネジメントに関するアドバイスを専門にしています。多くの賞を受賞し、MDRTのボランティアとして活躍する傍ら、国内外の金融アドバイザーに自身の経験と成功事例を頻繁に紹介しています。
Laura Xue-Fen Hoi, ChFC, AEPP, joined the financial services profession in 2002. She specializes in advising senior executives and high-net-worth individuals on wealth management and estate planning. She has received many awards during her career, is an active MDRT member volunteer, and frequently shares her experience and best practices to financial practitioners both locally and internationally.
Max Majorは米国ネバダ州ラスベガス在住の世界的に有名なメンタリストです。ボディ・ランゲージを読み解く卓越したスキルを武器に3,500回に及ぶライブショーで（スター・ウォーズの）ジェダイ・マインド・トリックを披露しています。アメリカズ・ゴット・タレントの第15シーズンでブレイクしたほか、地球上で最もフォロワーの多いメンタリストであり、見知らぬ人の心を読む方法を紹介した動画は2022年に10億ビューを突破しました。クライアントはFacebook, Microsoft Corporation, Googleに加え、ボディ・ランゲージ、催眠術、影響力などの革新的なテクニックを防総省の諜報機関のために何度も披露しています。
Max Major is a world-renowned mentalist living in Las Vegas, Nevada, USA. Relying heavily on his skills at reading body language, which he has honed over the course of 3,500 live shows, Major’s performances showcase real-life Jedi mind tricks. In addition to being the breakout star of the 15th season of “America’s Got Talent,” he is the most followed mentalist on the planet, with his video on how to read the minds of strangers surpassing 1 billion views in 2022. His clients include Facebook, Microsoft Corporation and Google, and he has demonstrated his innovative techniques in body language, hypnosis and influence multiple times before Department of Defense intelligence agencies.
Amy Jo Martinは個人と企業の両方にポジティブな破壊をもたらすヒューマン・イノベーション企業であるRenegade Globalの創設者兼CEO。ベストセラー作家、基調講演者、教育者、投資家であり、ポッドキャスト "Why Not Now?"の司会者としても活躍しています。Martinはアイディアを即座に行動に移すために必要なツールを多くの人々に提供し、ヒルトン・ワールドワイド・ホールディングス、ナイキ、シャキール・オニールそして、デルといった世界的に有名なブランドと密接に協力してきました。彼女はまた世界初のデジタル・エージェンシーのひとつを設立し、オンライン・パーソナル・ブランディングのパイオニアとなりました。
Amy Jo Martin is the founder and CEO of Renegade Global, a human innovation company that unlocks positive disruption for both individuals and corporations. She is a bestselling author, keynote speaker, educator, investor and host of the podcast “Why Not Now?” Martin has provided thousands of people with the tools they need to immediately turn their ideas into action and has worked closely with world-renowned brands, such as Hilton Worldwide Holdings Inc., Nike, Shaquille O’Neal and Dell. She also founded one of the first digital agencies, pioneering online personal branding as we know it today.
Kim Perellは連続ハイテク起業家、著名なエンジェル投資家であり、2冊のベストセラー本の著者でもあります。23歳のときに自宅から最初の起業をはたし、1億米ドル規模の企業に成長させました。意欲的な起業家や経営者を支援することに情熱を燃やし、これまでに100社以上に投資し、起業家としての業績に対して多くの賞賛を受けています。
Kim Perell is a CEO, serial tech entrepreneur, prominent angel investor and author of two bestselling books. She started her first company from her kitchen table when she was 23 and grew it to a USD 100 million company. Passionate about helping aspiring entrepreneurs and executives, she has invested in more than 100 companies and received many accolades for her entrepreneurial accomplishments.
No maior palco da Reunião Anual da MDRT, a Plataforma Principal oferece um conteúdo envolvente e inspirador tendo como palestrantes membros da MDRT em destaque, líderes do setor, a Fundação MDRT e seu Comitê Executivo.
Plataforma Principal: Líderes de referência e palestrantes renomados compartilham histórias inspiradoras e conteúdo do setor, cobrindo temas relevantes para os serviços financeiros, estratégias de vendas, práticas comerciais e equilíbrio entre a vida profissional e pessoal.
MDRT Speaks: Um ponto alto da reunião, essas sessões rápidas contam com membros da MDRT compartilhando conceitos inovadores e criativos de negócios, apresentados em uma série de formatos. Obtenha ideias para melhorar sua produtividade, estratégias de envolvimento de clientes e práticas comerciais.
Discursos do Comitê Executivo: Receba notícias do Comitê Executivo da MDRT, incluindo o Discurso Presidencial de 2024.
Fundação MDRT: Aprenda mais sobre o parceiro de filantropia de 2024 e o impacto permanente que a Fundação MDRT está exercendo em todo o mundo.
Diálogos na Plataforma Principal: Um diálogo aprofundado entre um líder da MDRT e um palestrante em destaque.
Essas sessões oferecem um conteúdo especial e exclusivo como suplemento para a Reunião Anual da MDRT.
Almoços das Sessões Especiais*: Junte-se a especialistas do setor para explorar mais a fundo temas relevantes. O almoço é cortesia da casa. (Essas sessões são apresentadas em inglês e não haverá interpretação).
Abertura para a Excelência: Se você é um novo membro da MDRT ou está participando da Reunião Anual da MDRT pela primeira vez, seja bem-vindo! Convidamos você a se juntar a membros de todo o mundo nesta incrível sessão de abertura, organizada para ajudar você a aproveitar ao máximo sua associação à MDRT e a experiência da reunião. Você ouvirá membros experientes da MDRT que compartilharão percepções e conselhos enquanto transmitem seus segredos para o sucesso.
Não perca essa valiosa sessão da Reunião Anual da MDRT! Destinada especialmente aos membros em seus primeiros cinco anos de associação e àqueles que são novos nas reuniões da MDRT, esta sessão é aberta a todos os participantes da reunião. A inspiração, as orientações e a camaradagem que você irá descobrir vão durar muito mais do que a sua estadia em Vancouver.
Programas Court of the Table e Top of the Table**: Intensifique sua experiência na reunião, juntando-se aos companheiros membros Court of the Table e Top of the Table nessa sessão exclusiva. (Esse evento está aberto somente para membros Court of the Table 2024 e Top of the Table 2024).
Fórum Aberto Court of the Table e Top of the Table**: os membros Court of the Table e Top of the Table terão a oportunidade de se conectar e participar de conversas sobre temas importantes para si nessa sessão de 90 minutos, na quarta-feira pela manhã. Discussões informais em mesas redondas serão formadas conforme o idioma. (Esse evento é aberto somente para membros Court of the Table 2024 e Top of the Table 2024).
Sessões do Centro de Liderança de Campo da MDRT**: somente para membros do Centro de Liderança de Campo da MDRT, essas quatro sessões especiais são voltadas especificamente para líderes de campo e da sede, da área de serviços financeiros. Com uma grande variedade de estratégias de gestão e alinhadas à Cultura de Prêmios por Excelência da MDRT, essas sessões ajudam a acelerar sua jornada de liderança e a se conectar com colegas membros do MDRT Center. (Essas sessões são apresentadas em inglês. Não haverá interpretação).
Projetadas para estimular novas ideias e oferecer soluções para os desafios da atualidade, as Sessões de Foco não desapontam! Junte-se a especialistas membros e não membros que compartilharão conhecimentos cobrindo uma variedade de temas, incluindo produtos de proteção, gestão patrimonial, estratégias de aposentadoria, marketing, captação de clientes, processos comerciais, recrutamento e seleção, tecnologia e equilíbrio entre a vida profissional e pessoal.
Com uma exclusiva e inovadora matriz de ofertas, a ConneXion Zone conta com apresentações rápidas e uma variedade de oportunidades para se conectar a colegas membros e outros. Aberto durante toda a reunião, esse espaço divertido e animado é excelente para conhecer pessoas, fazer networking, tirar fotos para postar no Instagram e para se envolver em sessões de P&R com os palestrantes. Com mais de 50 sessões apresentadas em até sete idiomas, a ConneXion Zone oferece resultados imediatos e ideias de vanguarda para serem implementadas na sua prática diária.
As pessoas qualificadas para se inscreverem são membros da MDRT, do Centro de Liderança de Campo da MDRT, do Programa de Gerentes de Agências da MDRT, da MDRT Academy e aspirantes do Programa de Mentoria da MDRT em 2024. Não será permitida a inscrição ou participação de cônjuges, filhos, parentes, amigos ou colaboradores em qualquer função ou evento oficial.
Torne-se um membro da MDRT agoraSaiba mais sobre o Centro de Liderança de Campo da MDRT.
Saiba mais sobre o Programa de Gerentes de Agências da MDRT.
Saiba mais sobre os critérios de qualificação para a MDRT Academy e o Programa de Mentoria da MDRT.
As solicitações de cancelamento de inscrição devem ser enviadas por e-mail para Maritz no endereço mdrt@maritz.com para serem ressarcidas integralmente se aprovadas.
Se a sua solicitação de visto for indeferida OU se você não conseguir agendar uma entrevista para obter o visto, você fará jus ao ressarcimento integral da taxa de inscrição na reunião, desde que a sua solicitação seja recebida, o mais tardar até 25 de abril de 2024. Qualquer solicitação de ressarcimento a partir de 26 de abril de 2024 estará sujeita às políticas de cancelamento e aos valores reembolsáveis descritos na seção de "Inscrição" acima.
Todas as solicitações devem ser apresentadas individualmente e enviadas por e-mail para mdrt@maritz.com.
Solicitações de reembolso devem incluir o nº da sua ID na MDRT e a carta oficial de indeferimento do departamento de imigração, refugiados e cidadania do Canadá (Immigration, Refugees and Citizenship Canada – IRCC) ou uma captura de tela do site do IRCC indeferindo sua solicitação de visto.
A MDRT não processa solicitações de informações sem essa documentação.
Intensifique sua experiência na reunião tornando-se um voluntário da Organização Geral do Programa (Program General Arrangements – PGA). Faça networking e novos amigos de todo o mudo, enquanto presta assistência nas funções mais vitais para ajudar a tornar a Reunião Anual da MDRT uma experiência positiva para os colegas participantes. Saiba mais e cadastre-se em uma das oito forças-tarefa ao se inscrever na reunião.
Os voluntários deverão comparecer à Abertura da PGA no sábado, 8 de junho, às 16:30 h. Portanto, planeje sua chegada em Vancouver a tempo de assistir a uma apresentação especial, receber informações importantes em relação à sua designação e conhecer outras pessoas da sua equipe. Todos os voluntários devem ser membros da MDRT. As portas se abrem às 16:00 h.
Visite o Estande de Benefícios para Membros da MDRT para saber tudo o que a MDRT tem a oferecer. Assista a um tutorial do App MDRT, descubra um conteúdo importante no mdrt.org e conheça o Programa de Mentoria da MDRT, a MDRT Academy e o Centro de Liderança de Campo da MDRT.
A Fundação MDRT faz doações para organizações beneficentes em todo o mundo, demonstrando a generosidade, os serviços e o impacto dos membros da MDRT. Saiba mais sobre a Fundação MDRT.
Durante a reunião, não deixe de visitar o estande da Fundação MDRT no Centro de Convenções de Vancouver para saber mais sobre o Programa de Subsídios Globais da Fundação e fazer sua doação à parceira de filantropia deste ano, a Letters to Strangers.
A Loja MDRT expõe os melhores recursos educacionais do setor. Visite a Loja no Centro de Convenções de Vancouver ou on-line pelo link mdrtstore.org para encontrar, placas, roupas e outros itens com a marca MDRT exclusivos da reunião.
