Mark your calendars now for next year’s celebration of city lights and country nights when financial professionals corner the market at the 2023 MDRT Annual Meeting in Nashville, Tennessee, USA, June 25–28.
Meeting registration and official housing will open in March 2023. Please check back for more information as it becomes available.
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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.
Nashville, Tennessee, USA, is a city that resonates with life and vibrates to the beat of every kind of song. It’s a wonderland of music, Southern hospitality, unbelievable cuisine and a boundless spectrum of nightlife. Explore, discover and experience for yourself what makes Nashville special!
出席 2023 年百萬圓桌年會,準備慶祝您的成就!
與數以千計來自世界各地的百萬圓桌會員交流聯誼
聆聽演講者發人深省和令人振奮的分享
從會員同儕身上學習以提升技能
領略最佳實務並帶回辦公室,蛻變成為更好的自己
與百萬圓桌會員一起,蒞臨美國 Tennessee(田納西州)Nashville(納什維爾),參與終極會員體驗,推動個人表現與事業績效雙雙提升。
透過成為項目統籌委員會 (PGA) 志願者來增強會議體驗。與來自世界各地的新朋友建立人脈關係,同時幫助他們扮演重要角色,使其他與會者在百萬圓桌年會中得到愉快的體驗。瞭解更多資訊,並在註冊會議時登記加入八個專案小組之一。
志願者必須參加 PGA 啟動儀式,時間為 6 月 24 日(星期六)16:30。因此,敬請及時抵達 Nashville(納什維爾),聆聽特別演講,獲得有關您的志願者任務的重要細節,並與團隊中的其他人見面。所有志願者都必須是百萬圓桌會員。會議室將於 16:00 開放。
On the largest stage at the MDRT Annual Meeting, the Main Platform offers engaging and inspirational content from featured member speakers, industry leaders, the MDRT Foundation and your Executive Committee.
These sessions provide special and exclusive content as add-ons to the MDRT Annual Meeting.
Designed to spark new ideas and provide solutions to today’s challenges, Focus Sessions do not disappoint! Join member and nonmember industry experts as they share knowledge covering a variety of subject matter, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology and work-life balance.
With an innovative array of offerings, the ConneXion Zone features quick-hit presentations as well as a variety of additional opportunities to connect with fellow members. This fun and lively space is open throughout the meeting. Connect with colleagues, meet new friends, get your photo taken, participate in Q&A sessions with speakers and watch engaging sessions. The ConneXion Zone offers over 50 quick-hit sessions presented in up to seven different languages. Gain immediate takeaways and learn cutting-edge ideas to implement in your daily practice.
藉助一系列創新產品和服務,交流區將提供直擊演講和各種交流機會,讓您輕鬆結識其他會員。這個有趣而氣氛活躍的空間,將於會議期間全程開放。與同事連繫、認識新朋友、拍攝照片、參與演講者問答環節,並觀看互動演講。交流區提供超過 50 場以最多七種不同語言演講的直擊會議。會員可從中獲取即時資訊和前沿理念,並將其運用到日常實務中。
Motivational speaker and author Kevin Brown is passionate about helping people and organizations embrace a simple philosophy that separates world-class organizations and high-performance people from everybody else. Through his presentations, Brown entertains, inspires and challenges people to show up every day and make a positive difference at work and in life.
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Alex Sheen is the founder of "because I said I would," a social movement and nonprofit dedicated to bettering humanity through promises made and kept. Sparked by the loss of his father, Sheen and his organization send promise cards to anyone anywhere in the world at no cost. In just two years, "because I said I would" has sent more than 12.3 million promise cards to more than 153 different countries. Sheen is a five-time TEDx speaker, and his charitable work has been featured on ABC World News, CNN, The Today Show, NPR, The Los Angeles Times and many other programs.
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由思想領袖和知名演講者分享發人深省的故事和行業內容,主題皆與金融服務、銷售策略、行業實務和工作與生活平衡息息相關。
由思想領袖和知名演講者分享發人深省的故事和行業內容,主題皆與金融服務、銷售策略、行業實務和工作與生活平衡息息相關。
Jessica Thompson 是國際非牟利救災組織 All Hands and Hearts (AHAH) 的行政總裁。她最初以志願者身份加入 AHAH,前往印尼協助當地人重建家園,為期三週的工作使她決定為該組織的使命奉獻終身。迄今為止,她已協助協調 63,000 多名志願者,啟動 144 個救災項目,影響了 100 多萬人的生活。
Jessica Thompson is the CEO of All Hands and Hearts (AHAH), an international disaster relief nonprofit. Her initial three-week volunteer work with AHAH to help rebuild homes in Indonesia turned into a lifelong commitment to the organization’s mission. To date, she has helped coordinate more than 63,000 volunteers, launch 144 disaster relief programs and impact more than a million lives.
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藉助一系列創新產品和服務,交流區將提供直擊演講和各種交流機會,讓您輕鬆結識其他會員。這個有趣而氣氛活躍的空間,將於會議期間全程開放。與同事連繫、認識新朋友、拍攝照片、參與演講者問答環節,並觀看互動演講。交流區提供超過 50 場以最多七種不同語言演講的直擊會議。會員可從中獲取即時資訊和前沿理念,並將其運用到日常實務中。
Amanda Stevens is a renowned thought leader who combines current consumer insights with fascinating research to deliver powerful strategies to organizations that want to better connect with their customers. She has consulted to some of the country’s biggest brands, including Lend Lease, Microsoft and Procter and Gamble, and has presented at more than 700 conferences in 14 countries. Stevens is a former Young Australian of the Year, was awarded the prestigious Centenary Medal by the Governor General for business innovation and was the supporting speaker for Condoleezza Rice at the Global Leadership Summit in 2014.
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專為啟發新想法、為當今挑戰提供解決方案而設,焦點會議絕對不會令您失望!加入會員和非會員行業專家的行列,聆聽他們分享各種主題的知識,包括保障型產品、財富管理、退休策略、市場推廣、保戶開拓、業務流程、僱用助理、科技,以及工作與生活平衡。
Bhupinder S. Anand, ACII, Dip PFS, is managing director of Anand Financial Architecture, based in London, England, UK. He has twice been awarded U.K.’s Independent Financial Advisor of the Year and is one of the profession’s favorite speakers, having spoken at major conferences all around the world and at MDRT many times. He also runs the Advisor Master Class coaching program and is author of “Smashing the Glass Ceiling: Breaking Through Your Personal Barriers to Success.” Anand has a unique insight into understanding the importance of how creative branding and positioning can influence the results we get from our clients.
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Chan Yee Man 18 歲加入保險業,銷售保險成為了她的首份全職工作。一年後,她獲得了百萬圓桌資格,並發現了提高業績並達致出色銷售表現的秘訣。
Chan Yee Man joined the insurance industry at 18, selling insurance as her first full-time job. A year later, she qualified for MDRT and discovered the secrets to increasing productivity and achieving a high-level of sales performance.
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Su-Ling Chang has been in the banking industry for 23 years. Her experience includes being the head of the wealth management department and a bond trader in the dealing room of the head office. Chang has worked on $10 billion worth of planning projects, mainly for clients with abundant assets, and in 2019, she was transferred to the insurance company of the group.
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Clement Chia Wen Chien 專門協助不同背景客戶管理其個人和公司財務,並為其制定的有效解決方案充滿信心。他的工作圍繞三個核心價值觀——準確、及時和可靠——其主要原則建立在客戶的優先事項和利益之上。
Clement Chia Wen Chien manages personal and corporate financial portfolios of clients across diverse backgrounds, and takes pride in the effectiveness of his solutions provided. His work centers on three core values — accuracy, timeliness and reliability — and his key principle is built on the priorities and interests of his clients.
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Sudhakar Gabriel has been in the life insurance profession for more than 21 years. While Gabriel focuses on the referrals and recommendations side of the business, his specialties also include retirement solutions and business insurance.
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Juan Bernardo Hoyt Trevino started his financial services career in 2000 and has received recognition for his contributions on numerous occasions. He is an active MDRT member, mentor, and local and national life coach.
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Susana Alejandra Leal Aguirre started her career as an insurance advisor in 2015. She is an only child, married and a mother. She has learned that replacing the need of provision with hard work and determination, plays an important role to reach goals and makes your dreams come true.
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Jae Seok Park has a doctorate in engineering and is a successful financial advisor.
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Witsanu Pudtaraksamanee, a former car salesman, transitioned to the financial services profession and has found great success for the past 20 years, earning recognition as the youngest advisor in the history of AIA Thailand to hold the high-level position of regional director.
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Hirotaro Shibata joined Prudential of Japan in 2003 and was promoted to executive life planner in 2013.
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David Trusler is a financial advisor based in Tulsa, Oklahoma, USA, who helps clients maintain a comprehensive business and individual strategy.
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Robert Abbate, FICS, CSA, began his career as an agent in 2005 and has guided many of his advisors to MDRT qualification since starting his own agency in 2016. He is a member of MDRT Global Services, and his company currently has seven office locations, 27 financial advisors and 16 full-time administrators.
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Christopher Lynn Stark, FICF, has been in financial services for almost a decade and is a general agent for the Knights of Columbus, serving northwest Texas. He is also a founding member of MDRT Global Services.
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專為啟發新想法、為當今挑戰提供解決方案而設,焦點會議絕對不會令您失望!加入會員和非會員行業專家的行列,聆聽他們分享各種主題的知識,包括保障型產品、財富管理、退休策略、市場推廣、保戶開拓、業務流程、僱用助理、科技,以及工作與生活平衡。
Satontorn Bovontanasankun decided to take over her mother's 30-plus-year profession in the financial services industry after her mother was diagnosed with Alzheimer's disease. As she is a quick learner and a methodical person, she integrates the modern approach to working and combines it with experiences of the old. She credits her MDRT certification for most of her achievements.
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Somchai Charoenprakob has found great success as a financial services advisor through word-of-mouth marketing. He is passionate about sharing his strategies with others and has been a lecturer for 17 years at Muang Thai Life events.
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Sang Uk Han, a former adjunct professor for the insurance finance department at Seoul Digital University, has appeared on media platforms and spoken at many conferences on the topics of insurance and sales.
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Kuo Hua Huang, CFP, is the founder of Hongyu Consulting Co. Ltd. and has experience in the insurance industry for the past decade. Knowing the hard work of financial advisors and his love for training, Huang created the "Thunder Dragon Sales" training system, which focuses on helping financial advisors obtain MDRT membership more efficiently.
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Andrew Inwood is the CEO of CoreData research, a global customer research and database business with offices in London, Manila, Boston, Madrid, Sydney and Perth. For the past 20 years, he has been leading research on the relationship between customers, markets and advice all across the globe, specializing in the transfer of trust between organizations and individuals. He is a highly regarded keynote speaker and researcher, working for governments, asset managers, banks, and financial advice and distribution businesses.
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Liu Xiao Qing holds a master’s degree from the University of Southampton and joined the insurance profession in 2016. She was promoted to business director within three years and has received accolades for her accomplishments.
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Shumon Nagata’s background includes working at an advertisement agency as well as planning and operating events. He joined Prudential of Japan in 2018 and has been recognized for his success over the years.
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Charlie Reading, APFS, is the founder of Efficient Portfolio, one of the U.K.’s top financial planning practices. He is a three-time Ironman finisher, ultrarunner and the author of four books. As the host of the TRIBEathlon podcast, Reading interviews top endurance athletes from around the world. He has founded and sold several businesses and now runs a coaching business for professionals called The Trusted Team.
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19 年來,Pamela J. Sams,CRPC 一直透過穩打穩扎的理財規劃,協助女性增添個人與金融財富。她主要協助客戶保障財務未來,從而得享安枕無憂。Sams 在女性個人財務領域舉足輕重,曾獲選《財富》雜誌 2020 年 11 月號「財富界女性」欄目 Washington, D.C.(華盛頓)都會區的頂尖財富管理者。
For 19 years, Pamela J. Sams, CRPC, has been helping women improve their personal and financial wealth through solid financial planning. She focuses on helping her clients secure their financial futures so they can have peace of mind. With a strong voice in the area of personal finance for women, Sams was featured in the Women in Wealth section of the November 2020 issue of Fortune magazine as a top wealth manager in the Washington, D.C. metro area.
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Larissa Sedano Jerez is a Certified Transformational Coach by the Tec de Monterrey and holds a master’s degree in Neuro Linguistic Programming (NLP). Larissa has specialized in neuro-semantics, neurosciences, positive psychology, neuro-language, conversational hypnosis, and happiness sciences. She has participated as a speaker and designer for Teleclinica, a program for insurance advisors which helps them boost their level of activity and significantly increase appointments and sales.
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Wai Hung Shum 持有俄克拉荷馬浸會大學市場推廣學位,在物業管理行業擁有超過 15 年的經驗。
Franky Wai Hung Shum graduated from Oklahoma Baptist University with a degree in marketing and has over 15 years of experience in the property management industry. In 2012, he joined the wealth management industry. Through his MPF promotion and retirement planning business, he has qualified for MDRT several times throughout his financial planning career. He became the top-ranked individual account and asset manager in the company's MPF business in 2022.
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Voraseth Sinsophonphong was a former marketing officer who became a bank branch manager after only nine years of employment. He chose to embark on a new professional path and became a financial advisor and life insurance agent. He did not become an MDRT member during the first two years of his new career so he applied to participate in an MDRT conference under the mentoring program, where he was successfully certified MDRT with Court of the Table distinction and has been certified MDRT annually since. Voraseth is a current member of his company's financial advisor club and is in his ninth year of working in the sector. He occasionally serves as a master of ceremonies and a speaker for a variety of significant events.
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Rajesh Tagore is the author of “When, How and Whom Not to Recruit as Insurance Advisor” for getting the right people for agency; “Advisor Recruitment Kit” for ideas to sell insurance agency as a career; and “Wealth Kit” for selling insurance effectively through concepts. Tagore specializes in training through games, tools, demonstrations and visual aids.
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Debra Jasper, Ph.D., is a faculty fellow at The Ohio State University, where she teaches graduate courses in managing a hybrid world. As an international speaker, Jasper has delivered keynotes and master classes around the world on how to engage virtually with clients and colleagues. She has also been named by Ernst & Young as one of the top women entrepreneurs in North America.
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由思想領袖和知名演講者分享發人深省的故事和行業內容,主題皆與金融服務、銷售策略、行業實務和工作與生活平衡息息相關。
Eugene G. Bozzi,LUTCF 在 Prudential Financial 任職顧問已有 38 年,他的專長是退休、財富保障和遺產規劃。他是 Prudential 諮詢委員會的活躍成員、Prudential 表彰合資格者,也是大師委員會的成員。
Eugene G. Bozzi, LUTCF, has been an advisor at Prudential Financial for 38 years, specializing in retirement, wealth protection and legacy planning. He is an active member of Prudential’s field advisory council, a Prudential citation qualifier and a masters council member.
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Carla Brown,FPFS 在英國 Chester(切斯特)附近經營著一間事務所,擁有九人組成的支援團隊。她在 10 年前成立這間獲獎無數的企業,並相信真正的財富並不只是錢和信貸,以客為本的理財規劃方針讓她終於取得成功。
Carla Brown, FPFS, owns a growing practice near Chester, England, UK, with a support team of nine. She started her award-winning business 10 years ago, believing that true wealth is about more than just money and credits embracing a client-centric financial planning approach for her success.
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Tzu-Pin Chao 透過奉獻於公共慈善計劃,不斷推動業務向前發展。他深明如何建立頂尖會員品牌形象,具體展現於個人捐款,以至帶領整個團隊服務社群。
Tzu-Pin Chao continues to push his business development forward by contributing to public charity programs. He understands how to build a Top of the Table brand, from personal donations to leading a whole team in serving the community well.
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Wendy Diaz 是一名來自薩爾瓦多的人壽保險專家,專門教育人們預防及應對腎病和腎臟移植。她曾撰寫多部勵志著作,熱衷於服務他人。
Wendy Diaz is a life insurance specialist from El Salvador who educates audiences on prevention and orientation of kidney disease and kidney transplants. She has authored motivational books and is passionate about serving others.
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來自黎巴嫩的 Naji A. Haddad 是一名自學成才的理財顧問,透過協助客戶活出有尊嚴的人生並留下持久的遺產,他不斷為客戶的生命帶來積極變化——帶給他們更安穩的明天。
Naji A. Haddad is a self-made, self-taught financial advisor from Lebanon who consistently makes a positive difference in his clients’ lives by helping them live with dignity and leave a lasting legacy — giving them a safer tomorrow.
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Julianne Hertel,CLTC 從事金融服務顧問職位已有 15 年,目前居於美國 Massachusetts(馬賽諸瑟州)Worcester(伍斯特)。她的焦點在於理財規劃和財富管理,專門服務每天醒來後都忙於為世人締造更美好世界的人。
Julianne Hertel, CLTC, has been a financial services advisor for 15 years and is based in Worcester, Massachusetts, USA. Her focus is financial planning and wealth management for clients who wake up every day and make the world a better place for the rest of us.
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Jue Rong Lee 在 2004 年投身金融服務業,目前是 Prudential Singapore 的金融服務主管兼私人財富顧問。
Lee Jue Rong began her financial services career in 2004 and currently serves as financial services director and private wealth consultant at Prudential Singapore.
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Chul Kang 是一名金融服務顧問,在運用科技來連繫高收入客戶方面大獲成功。他亦積極參與百萬圓桌的會務,多年來成在幾次百萬圓桌活動上演講。
Chul Kang is a financial services advisor who has found success connecting with high-income clients using technology. He is also active within MDRT, having spoken at several MDRT events over the years.
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Edward Franklin Marshall,APFS,2001 年投身金融服務業,於 2006 年加入 Kingsland Wealth Management。他很享受花時間發掘客戶內心深處的價值,然後為其提供達成目標的必要工具,以滿足對他們來說最重要的原因。他相信這種做法能讓每名客戶對理財規劃產生絕對的信心,知道他將畢生提供支援。
Edward Franklin Marshall, APFS, began his career in financial services in 2001, joining Kingsland Wealth Management in 2006. He enjoys taking the time to understand his clients’ most deeply held values and then providing them with the tools necessary to achieve their goals for reasons most important to them. He believes this approach allows each client to experience complete confidence in their financial plan along with knowing they have his lifetime support.
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Subhas V. Nathan 是一名金融服務主管,曾指導百萬圓桌會員、內閣會員和頂尖會員顧問,擅長使用他屢經實證的「以性格取勝」哲學理念。他是新加坡 Eminence Group 的領袖,透過該集團實現協助其他顧問發揮最高潛力的理想。
Subhas V. Nathan is a financial services director who has mentored MDRT, Court of the Table and Top of the Table advisors, using proven methods based on his “success with character” philosophy. He is the leader of Eminence Group in Singapore, where he fulfills his passion of helping fellow advisors reach their highest potential.
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Scott S. Paterick,CLU、ChFC 是一名成功的理財顧問,他將此歸功於百萬圓桌,表示這對其一生帶來了積極正面的變化。Paterick 從個人經驗中瞭解到,與客戶進行有意義且具生產力的討論,才能協助他他們理解現在應對難題,將來毫無疑問會有所回報的道理。
Scott S. Paterick, CLU, ChFC, is a successful financial advisor who credits MDRT for positively changing his life. Through his experiences, Paterick has learned how having meaningful and productive discussions with clients have helped them to understand that dealing with difficult issues now will undoubtedly pay off in the future.
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Charlie Reading,APFS 是英國頂級理財規劃公司之一 Efficient Portfolio 的創辦人。他曾是三屆三項鐵人比賽選手、超長跑好手和四本書的作者。作為 TRIBEathlon 播客的主持人,Reading 曾採訪來自世界各地的頂級耐力型運動員。他創立並出售了好幾項業務,目前經營著一間專為專業人士提供輔導服務的企業:The Trusted Team。
Charlie Reading, APFS, is the founder of Efficient Portfolio, one of the U.K.’s top financial planning practices. He is a three-time Ironman finisher, ultrarunner and the author of four books. As the host of the TRIBEathlon podcast, Reading interviews top endurance athletes from around the world. He has founded and sold several businesses and now runs a coaching business for professionals called The Trusted Team.
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Lin Zhang 擁有 11 年企業營運經驗,並於 2019 年投身金融服務業。他擅長選擇睿智地善用時間的方法,並很享受與別人分享他的想法,從而讓別人也圍繞全人理念為中心,活出充實人生。
Lin Zhang is an 11-year entrepreneur who entered the financial services profession in 2019. He has found success in choosing how he spends his time wisely and enjoys sharing his ideas with others so they, too, can get the most out of living a life centered on the Whole Person concept.
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Zhang Luoning 在 2014 年畢業於香港城市大學,並於 2016 年加入 AIA Hong Kong。她在 2020 年獲晉升為高級分區經理,目前協助逾 200 名客戶管理理財組合。
Zhang Luoning graduated from the City University of Hong Kong in 2014 and joined AIA Hong Kong in 2016. She was promoted to senior district manager in 2020 and currently helps more than 200 clients manage their financial portfolios.
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藉助一系列創新產品和服務,交流區將提供直擊演講和各種交流機會,讓您輕鬆結識其他會員。這個有趣而氣氛活躍的空間,將於會議期間全程開放。與同事連繫、認識新朋友、拍攝照片、參與演講者問答環節,並觀看互動演講。交流區提供超過 50 場以最多七種不同語言演講的直擊會議。會員可從中獲取即時資訊和前沿理念,並將其運用到日常實務中。
Freddie Ravel is a Grammy-nominated performer, communication expert and business visionary who has consistently transcended the boundaries of music, culture and thought leadership. As an artist who has joined Madonna on the silver screen, rocked stadiums with Carlos Santana, led teams behind Dr. Martin Luther King Jr. and Deepak Chopra, and directed the band Earth, Wind & Fire, Ravel continues to expand music as the ultimate multitasking power tool to enhance our daily lives.
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專為啟發新想法、為當今挑戰提供解決方案而設,焦點會議絕對不會令您失望!加入會員和非會員行業專家的行列,聆聽他們分享各種主題的知識,包括保障型產品、財富管理、退休策略、市場推廣、保戶開拓、業務流程、僱用助理、科技,以及工作與生活平衡。
Ana Cecilia Fitz Ocampo is the founder of Fitz Asesores (Fitz Advisors) and has been a Financial Advisor for 13 years. With more than 500 clients during her career, Fitz Ocampo attributes her success to her positive way of thinking, because when you live with a positive mentality every situation moves forward in a simpler way. She continues to be thankful to every single one of her clients that have been part of her professional career and her family that she loves.
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Danielle J. Genier, CLU, CFP, is the founder of Genier Financial Services Inc., which provides full financial planning. At this point in her career, she specializes in working with clients who are 10 years prior to retirement, retired or small-business owners. Genier is very passionate about this profession and enjoys helping her clients and mentoring the advisors and staff in her office.
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Clay Gillespie, CFP, CLU, is a financial advisor, portfolio manager and managing director at RGF Integrated Wealth Management, a Vancouver-based firm founded in 1973 with 65 employees. Gillespie specializes in retirement income planning, effective income generation in retirement and associated estate planning issues. He was Top of the Table Global Council Member and Advisory Board Chair in 2019 as well as chair of CALU in 2017.
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Brandon Heckert, CFP, AAMS, began his career in financial services at age 18 interning at MassMutual and at his father’s practice, FSM Wealth. Before becoming a partner at FSM Wealth, Heckert advised representatives on advanced financial planning strategies in areas of investing, retirement planning, education funding and insurance planning at Country Financial. He holds a Bachelor of Science degree from Illinois State University, is a member of NAIFA-California and has spoken at MDRT events as well as at numerous virtual sales and leadership conferences globally.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
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Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Brian D. Heckert, CLU, ChFC, has dedicated his professional life to providing strategic financial advice and services for individuals and businesses. He has been involved with numerous MDRT committees and served as MDRT President in 2016. He also served as the 2019 President of NAIFA–Illinois. Through his industry leadership, he has gained a broad world view, and he has been featured and quoted in media outlets such as Forbes, the Wall Street Journal, CNN Money and ThinkAdvisor in addition to speaking to audiences in 49 U.S. states and 35 countries on topics ranging from advanced planning ideas to practice management.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Nonthachai Kraikitwanich has more than 20 years of experience in the financial services profession as an advisor and team leader. Highly competent in life insurance planning, retirement planning, long-term medical fund planning and other services, Kraikitwanich is also very skilled in coaching and preparing his team to become MDRT members. He is currently working on a special training project to increase the number of MDRT members at his company.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Tzu Hao Kuo has seven years of practical experience in an accounting firm, and during his 18 years in the insurance industry, he specialized in consultation in the fields of financial risk planning, pension preparation, tax risk and family inheritance. He has also assisted organizations, schools and enterprises in the exchange of various financial insurance and tax special topics through more than 100 lectures. …………………………………………………………………………………………………………………………………………………………….
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Lau Wah Shui 在金融服務業擁有 12 年經驗。儘管中國香港發生了疫情和各種社會運動,她仍成功地將對香港市場的業務焦點由 95% 增加至 100%。她認為,正是她勇敢的心態協助她克服了各種困難,並於今年上半年達到相等於往年三倍的業績。
12/23 to magggie
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Eun Ji Lee has found great success as a financial services advisor since joining Prudential Life Insurance in May 2008
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Pu Li, CFA, the founder of Independent Financial Advisors Association in China and a founding partner of Sun Raise Investment, obtained a master's degree in finance from Tsinghua University and the Chinese University of Hong Kong and majored in business analysis from Wharton Business School. Deeply involved in the insurance industry for 18 years, Li created the first "Key Customer Service System," targeting high-net-worth customers in the industry. Li was awarded the "Top 10 Leaders in the Wealth Management Industry" by the China brand influence promotion plan.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
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Bhushan Suhas Limaye is a chartered accountant with more than 25 years of experience in the financial services profession. He specializes in wealth creation, wealth protection and risk management, with a focus on mutual funds, fixed deposits, life insurance, medical insurance and various types of taxation.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Ryan Jake Perkins has worked at Genier Financial Services Inc. for the last seven years and has been the principal of the firm for the last year. He specializes in serving professionals, young business owners and next-generation wealth clients.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Masashi Sunada began his career with a consumer credit company before joining the financial services profession. Rising above the setbacks he soon encountered, Sunada created the Client Management Method when he was 34 and was able to triple his production in one year. He has built a highly repeatable relationship strategy, and in 2019, he established a marketing company.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
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Helen Jayne West,APFS 是 West Financial Management Co Ltd 的創辦人兼董事,在理財規劃業務方面擁有 32 年以上的經驗。她熱衷於協助客戶進行財富繼承規劃,使資產透過省稅的方式轉移給下一代。近年來,West 透過收購建立起自己的業務,並就多個主題向個人和專業人士進行推銷示範。
Helen Jayne West, APFS, is the founder and director of West Financial Management Co. Ltd., with more than 32 years of experience in the financial planning business. She has a passion for helping clients with wealth succession planning, enabling assets to transfer to the next generation tax efficiently. West has built her business by acquisitions over the recent year and presents on various topics to private individuals and professional connections.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Lam Pui Ka is a financial services advisor in Malaysia and has spoken at numerous MDRT events over the years. She has achieved many tremendous achievements in her career and inspires her clients to secure their future through sound financial planning.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
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Shalyn Xiaoqi Lee, BSc, CIAM, is a financial services director who has led multimillion-dollar agencies since 2006. She is also a working mom and advocates balancing a successful business with an enjoyable home life.
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A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
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Nadia Wijatno, CLU, ChFC, of Singapore, joined the financial services profession 13 years ago fresh out of university. She came looking for a job to pay the bills but what she found was a fulfilling career that has given her tremendous joy, meaning and fulfillment.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
專為啟發新想法、為當今挑戰提供解決方案而設,焦點會議絕對不會令您失望!加入會員和非會員行業專家的行列,聆聽他們分享各種主題的知識,包括保障型產品、財富管理、退休策略、市場推廣、保戶開拓、業務流程、僱用助理、科技,以及工作與生活平衡。
Joowon Cha is a financial services advisor who specializes in consultation for corporations, inheritances and gifts, and wealthy client management including real estate.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
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Jorge Daniel Guzman works for Grupo KC and is a driving force for his company being internationally acknowledged as one of the top 250 insurance companies in the world. Dedicated to growing his business and transforming the lives of his clients, colleagues and agents, Guzman supports nonprofit organizations, has received accolades for his success and has been interviewed by major media outlets such as Forbes, Expansión, Líderes Mexicanos, The Business Year and Newsweek.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
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Julianne Hertel, CLTC, owns Dream Big Wealth Strategies and specializes in wealth management. Her clientele are the dream-chasers and the world-changers — the people who wake up every day and make the world a happier and better place.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
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Ng Ka Cheung 是經驗豐富的高淨值客戶金融服務顧問,特別專注於家族財富繼承和信託保險服務。自 2020 年起,他亦致力協助客戶設立慈善基金,並積極推動向社群中的慈善機構捐贈保單。
Ng Ka Cheung is an experienced financial services advisor for high-net-worth clients, with a special focus on family wealth inheritance and trust insurance services. Since 2020, she has also been committed to helping her clients set up charitable funds and actively promotes the donation of insurance policies to various charitable organizations in the community.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Panitan Saengmaneetham has found great success as a financial advisor who leads her team by example. Unafraid to reinvent herself when necessary, Saengmaneetham sets the tone for her team and encourages them to reach higher, resulting in a new group of MDRT members.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
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Thidarat Saksayamkul has been in the life insurance and financial advisory business for 13 years. From a talented junior salesgirl to Top of the Table member, Saksayamkul has become a strong executive for eight years and has received accoldates as the No. 1 team member for four consecutive years. Her enthusiasm not only inspires her team to succeed, but it also motivates many advisors in her organization to achieve MDRT. She has often been dubbed as "Wonder Girl," who always has faith, conviction and devotion to her work.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
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Sanjay Tolani, Ph.D., MBA, is the CEO of Goodwill World (a multi-family agency), with offices in fourteen countries, working with ultra-high-net-worth families in 53 countries on estate planning and family office management. The creator of multiple unique insurance products in Asia, Tolani is also the author of 12 bestseller financial books and has been recognized as a renowned speaker on topics such as economics, investments, insurance, risk management and sales management.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Jeremy Mark Wellington,Dip PFS、Dip CII 是英國 Cornwall(康沃爾)Financial Planning Concepts Ltd. 的創辦人。他與妻子兼董事一起經營生意,主要為退休人士、行政人員和專業人士提供投資建議。Wellington 將公司廣闊的客戶群基礎歸功於其團隊的核心價值,即:關懷、誠實、真誠、品質、協作,以及教育,以協助客戶最終平衡人生與資產。
Jeremy Mark Wellington, Dip PFS, Dip CII, is the founder of Financial Planning Concepts Ltd., based in Cornwall, England, UK. He runs the business alongside his wife and fellow director, providing investment advice mainly to retirees, executives and professionals. Wellington credits his expansive client base to his team’s core values of care, honesty, integrity, quality, collaboration and education which ultimately helps their clients balance their lives and their assets.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
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Fang Xie 從事金融服務行業 22 年,專精於以專業客觀的理性分析,透過多維角度協助客戶瞭解家庭理財保障需求。Xie 緊貼壽險、家庭財務安全、法律、稅務和尖端科技等資訊,將多範疇的知識整合至保險業務溝通中,協助客戶透過一個全新層面來瞭解優化家庭資產配置的重要性。
Fang Xie has been in the financial services profession for 22 years and is skilled in helping clients understand family financial protection needs from a multidimensional perspective with a professional, objective and rational analysis. Sensitive to information related to life insurance, family financial security, laws, taxation and cutting-edge technology, Xie integrates her knowledge from multiple fields and uses them in her insurance business communication to help clients see the importance of optimizing family asset allocation on a whole new level.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Takahisa Yamaguchi has held position of company chair for Nippon Life for MDRT Japan Chapter in 2021 and 2022. As a former banker, Yamaguchi can provide financial support to clients for financing, financial improvement, benefit plan design, retirement planning, and more.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
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Francees Manuelle Zaguirre, a financial advisor at AIA Singapore, was born and raised in the Philippines before moving to Singapore at the age of 20 to begin a career in financial services, a decision that was rooted in his passion for service. Though he didn’t have a network of family, friends or money at that time, Zaguirre now serves as an MDRT mentor, volunteers at various charitable organizations and believes in giving back to society.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Founder and CEO of a successful financial services and insurance consulting firm, Kari is known for her extensive work with running advisor study groups and helping advisors accelerate their businesses, their brands and their teams. A coach and certified Kolbe™ consultant and Team Specialist, she specializes in helping advisors find right-fit talent, improve personal productivity, team performance and communication.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
專為啟發新想法、為當今挑戰提供解決方案而設,焦點會議絕對不會令您失望!加入會員和非會員行業專家的行列,聆聽他們分享各種主題的知識,包括保障型產品、財富管理、退休策略、市場推廣、保戶開拓、業務流程、僱用助理、科技,以及工作與生活平衡。
Barry Moline, CFP, is the executive director of the California Municipal Utilities Association and has been bringing people together in the workplace for four decades. From his volunteer work with the U.S. Peace Corps in Guatemala to his leadership of associations, businesses, government and nonprofits, Moline has strived to solve the issues of communication stagnation, siloed information, unfounded assumptions and more by teaching his staff and his colleagues to relate to one another. He understands the importance of synergy and diplomacy and believes in the power of sharing personal stories as a means of connection.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Tzu-Pin Chao entered the financial services profession at 22 and has served more than 2,000 clients over the years. He possesses 30 international certificates, ranging from personal to organizational excellence, and he continues to break through adversity and achieve great success.
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A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
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Chul Kang has embraced the use of technology to propel his business forward and has spoken at many MDRT events to help other financial professionals tap in to this differentiation strategy for contactless client consultation.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Andrea Doria Lopez Villasenor has worked in the financial services profession for 11 years. At age 23 she came to the insurance industry as a part-time assistant insurance agent. Since then she has also trained and developed new advisors. She is passionate about mentoring and empowering women to achieve financial autonomy.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Juli Y. McNeely,CFP、CLU 在金融服務行業長大,小時候便看著父母為客戶服務。她目前獨立擁有並經營著一間名為 McNeely Financial Services 的公司;該公司位於 Wisconsin(威斯康星州),由她的父親一手成立;同時她還在發展個人教練業務:Juli McNeely Consulting LLC。她於 2014 年成為 NAIFA 的首位女性主席,並於 2015 年榮獲 WIFS 年度女性獎。2016 年,McNeely 出版了《無需領呔:金融服務行業女性成功指南》(No Necktie Needed: A Woman's Guide to Success in Financial Services) 一書。
Juli Y. McNeely, CFP, CLU, grew up in the financial services profession, watching her mother and father serve clients. She currently owns and operates McNeely Financial Services, an independent, Wisconsin-based firm founded by her father, while also growing her personal coaching practice, Juli McNeely Consulting LLC. She became NAIFA’s first female president in 2014 and was awarded the WIFS Woman of the Year award in 2015. In 2016, McNeely released “No Necktie Needed: A Woman’s Guide to Success in Financial Services.”
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
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Yuka Nakahara-Goven, MBA, CLU, is from Japan and started her financial services career soon after obtaining her MBA in the U.S. She is fluent in Japanese, Mandarin and English and shares her passion for the profession by mentoring young advisors.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
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Poon Wing Chi 在獲得會計學學位後,便立即加入金融服務行業。她專注於提供合適的金融產品和服務,以協助客戶及其家人實現人生目標。
Poon Wing Chi immediately joined the financial services profession after graduating with a degree in accounting. Her primary focus is to help her clients and their families achieve their life goals by providing proper financial products and services.
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Navaporn Rungsawang is an experienced keynote speaker for MDRT and THAIFA2014 on the topic of living meaningfully and leaving worthwhile. She is passionate about opening her clients’ hearts to the many benefits of life insurance and has established new team-building channels by inviting high-potential clients to join her firm.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
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Prashant Prabhakar Surdikar, B Com, MBA, has been in the financial services profession for 26 years, serving more than 1,500 clients and families. His areas of expertise include life insurance and health insurance, in addition to providing individual and corporate insurance solutions to his clients.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Bruce Alexander 是 Business Imagination Pty Ltd. 的創意總監兼市場推廣、品牌和策略負責人。他曾為 Ferrari、Johnson & Johnson 和 Estée Lauder 等客戶撰寫推廣文案,並為遍佈澳洲、紐西蘭和非洲南部的加德士 (Texaco) 服務站創建了 Starmart 品牌。Alexander 曾是職業作曲家,還撰寫了《不確定時代的持久幸福》(Lasting Happiness in Uncertain Times) 一書。
Bruce Alexander is creative director and principal of marketing, branding and strategy for Business Imagination Pty Ltd. He wrote advertising campaigns for clients such as Ferrari, Johnson & Johnson and Estée Lauder, and he created the brand Starmart for Caltex (Texaco) service stations seen throughout Australia, New Zealand and southern Africa. Alexander is a former professional composer and author of the book "Lasting Happiness in Uncertain Times."
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Antonio Blando is an icon within the insurance industry with almost 20 years of experience helping hundreds of insurance advisors transform their results by teaching them the best practices for individual life insurance advisory sales. Antonio has won the top awards from his company and ASPRO GAMA.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Sol Hicks is an internationally sought-after speaker, career coach and consultant. With 52 years in the business, he believes his success is transferable and recently launched Hicks Global Institute, a worldwide training community for advisors and sales professionals everywhere. He also mentors more than 150 advisors from around the world.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
在大學時代,Ho Tsz Ying 便已開始從事保險行業,其後很快便獲得了百萬圓桌資格。她致力向所有年齡層的客戶教育綜合理財保障的概念,她透過提供財務建議贏得客戶信任,並感到自豪。
Ho Tsz Ying began her career in the insurance profession when she was a university student, qualifying for MDRT soon after. She is dedicated to educating clients of all ages about the concept of comprehensive financial protection and takes great pride in earning their trust with the financial advice she provides.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Narissara Jiratrakulchai, CFP, is a former engineer who is passionate about her career as a financial planner. With an expertise in personal financial planning, Jiratrakulcahi is dedicated to helping clients manage their wealth and achieve their financial life goals through a comprehensive financial plan with a wide range of insurance and investment products.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Surojit Kala, CIC, FSS, is an India-based wealth architect with more than two decades of experience in finance management. With a unique approach to risk and asset management, Kala has managed the financial blueprint of thousands of people over the last twenty years. For his dedication and contribution to the finance industry, he was recognized as the first MDRT member in the College Street Branch in Kolkata.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Kam Tan entered the financial services profession in 2012 and is currently a financial planning manager. She is passionate about helping her friends and family with proper risk management, educating clients and their families to do the same and cultivating team members to achieve MDRT.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Yutaka Kikunami was born in Hiroshima, Japan, and earned a bachelor's degree in education from Chiba University. After selling houses for 16 years, Kikunami began working at Tokio Marine Nichido Anshin Life when he was 39 and has a mission to develop trainers who can host cash flow management courses in every one of the 47 prefectures in Japan by 2027.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Stuart Shee Yew Kuen, AFC, is the founder of Advisors in-Sync, an agency dedicated to empowering lives. He is an active MDRT member and mentor and has spoken in more than 60 cities across 16 countries on sales and agency leadership topics. Shee Yew Kuen authored the bestselling book “Work of Heart” and donates all his speaking fees and book sale profits to various charities.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Phat Sitthiramruay finally found his true calling as a financial advisor after experimenting in other fields. He has found great success in the financial services profession and is committed to helping more advisors achieve MDRT.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
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Hae Suk Song is the director of Korea Financial Planning Corporation and has received many accolades during his career in financial services. He is a speaker who specializes in VIP client training and provides financial planning to 100 doctors and employees of large businesses.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
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.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
由思想領袖和知名演講者分享發人深省的故事和行業內容,主題皆與金融服務、銷售策略、行業實務和工作與生活平衡息息相關。
Clay Gillespie, CFP, CLU, is the 2023 Nominee to the MDRT Executive Committee and a 22-year MDRT member with one Court of the Table and 19 Top of the Table qualifications. He is also a Gold Knight of the MDRT Foundation. He is managing director with RGF Integrated Wealth Management in Vancouver, British Columbia, Canada, where he specializes in retirement income planning. In 2019, Gillespie served as Global Council Member and Advisory Board Chair of the Top of the Table Division. He is currently serving as Global Council Member of the Finance Division. Other leadership positions include service as Captain of the 2015 Annual Meeting Focus Session Committee and Chair of several committees within the Top of the Table Division. In addition to his MDRT leadership, Gillespie has been active in numerous professional associations, including the Conference for Advanced Life Underwriting (CALU), where he served as Chair in 2017.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
主場會議是百萬圓桌年會最大的舞台,廣邀精選會員演講者、行業領袖、百萬圓桌基金會和執行委員會,帶來精彩勵志的演講。
主場會議:由思想領袖和知名演講者分享發人深省的故事和行業內容,主題皆與金融服務、銷售策略、行業實務和工作與生活平衡息息相關。
百萬圓桌開講:這場節奏明快的會議將於星期二早上舉行,其特色在於百萬圓桌會員將以各種演講方式,分享極富創新和創意的業務概念。就提高業績、增進客戶互動策略及改善行業實務提出建議。
執行委員會致辭:聆聽百萬圓桌執行委員會的誠摯寄語,包括 2023 年會長致辭。
百萬圓桌基金會:認識 2023 年慈善合作夥伴,並瞭解百萬圓桌基金會為全球帶來的持續影響。
主場會議對話:百萬圓桌領袖與精選演講者之間的深入對談。
這些會議提供特別專屬內容,作為百萬圓桌年會的附加會議。
特別午餐會*:與行業專家同席暢談,深入探討相關主題。提供午餐。(這些會議以英文演講;不提供傳譯服務。)
首次與會者會議:這是專為首次與會者而設的寶貴會議,幫助大家結交朋友,瞭解享受會議的最佳方式。萬勿錯過這個與同儕一起的特別經歷,共同慶祝成功、獲取靈感及建立友誼,讓美好收穫的悠揚餘韻,持續至 Nashville(納什維爾)四日會議以後的更長日子。此會議為首次與會者而設,但歡迎所有人參加。
內閣會員和頂尖會員議程**:與其他內閣會員及頂尖會員一起出席這場獨家會議,令您的會議體驗更上一層樓。(此活動僅開放予 2023 年內閣會員和 2023 年頂尖會員參加。)
內閣會員及頂尖會員公開論壇**:內閣會員和頂尖會員將有機會在本次全長 90 分鐘的會議(星期三上午)期間交流與互動並參與他們關心的主題談話。非正式圓桌討論將按照語言分組,並由頂尖會員擔任主持。(此活動僅開放予 2023 年內閣會員和 2023 年頂尖會員參加。)
百萬圓桌全球服務會議**:這四場特別會議僅限百萬圓桌全球服務成員參加,專為金融服務業的團隊領導者而設。這些會議薈萃團隊管理策略和鼓舞人心之道,將助您在領導力之旅中加速前行,並與全球服務的其他成員建立連繫。(這些會議以英文演講;不提供傳譯服務。)
專為啟發新想法、為當今挑戰提供解決方案而設,焦點會議絕對不會令您失望!加入會員和非會員行業專家的行列,聆聽他們分享各種主題的知識,包括保障型產品、財富管理、退休策略、市場推廣、保戶開拓、業務流程、僱用助理、科技,以及工作與生活平衡。
藉助一系列創新產品和服務,交流區將提供直擊演講和各種交流機會,讓您輕鬆結識其他會員。這個有趣而氣氛活躍的空間,將於會議期間全程開放。與同事連繫、認識新朋友、拍攝照片、參與演講者問答環節,並觀看互動演講。交流區提供超過 50 場以最多七種不同語言演講的直擊會議。會員可從中獲取即時資訊和前沿理念,並將其運用到日常實務中。
2023 年百萬圓桌會員、2023 年百萬圓桌全球服務成員、2023 年百萬圓桌代理人團隊經理計劃成員、2023 年 MDRT Academy 成員及 2023 年百萬圓桌師徒制輔導計劃學員均符合資格註冊。與會者的配偶、子女、親屬、朋友或業務夥伴不得註冊或參與任何官方會議和活動。
立即成為百萬圓桌會員深入瞭解百萬圓桌全球服務。
深入瞭解百萬圓桌代理人團隊經理計劃。
深入瞭解您可以出席的所有百萬圓桌會議及活動!
百萬圓桌商店展示了業內最好的教育資源。在 Nashville(納什維爾)Music City Center 現場到訪該商店,或在網上瀏覽 mdrtstore.org,尋找書籍、會議專刊、獎牌、服裝以及更多百萬圓桌品牌商品。
會議期間,百萬圓桌商店恕不接受現金或處理任何現金交易。
百萬圓桌基金會向世界各地的慈善組織捐款,展現百萬圓桌會員的慷慨、服務和影響力。瞭解更多關於百萬圓桌基金會的資訊。
會議期間,務必到訪位於 Music City Center 的百萬圓桌基金會展位,瞭解志願服務機會並進行捐款。