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多謝各位出席在加拿大 British Columbia(卑詩省)Vancouver(溫哥華)舉辦的 2024 年百萬圓桌年會。全因有您的積極參與和熱情支持,會議才能獲得空前成功。
未能出席會議?看看您錯過了哪些精彩內容。
記得預留日子,前往素以水清沙幼、碧海藍天,以及豐富文化盛會而聞名的目的地:美國 Florida(佛羅里達州)Miami Beach(邁阿密海灘),參加 2025 年百萬圓桌年會。您將於該處邂逅來自世界各地的金融專業人士,共同分享成就與慶祝成功。
出席百萬圓桌的會議和活動、瀏覽會員名錄、加入百萬圓桌師徒制輔導計劃,以及擔任志願者,成為全球金融專業人士群體的一員。登入 mdrt.org 瞭解詳情。
准备在世上数一数二令人振奋的目的地:美国 Florida(佛罗里达州)Miami Beach(迈阿密海滩),参加 2025 年百万圆桌年会。尽情探索、发掘及领略这座活力城市的各种体验。2025 年 6 月 22 日至 25 日,与您相约!
重要提示:所有年會與會者均需要攜帶智能手機、平板電腦或手提電腦等個人裝置以及耳筒出席每天的會議。主場會議及許多焦點會議和特別會議將按已選擇的語言進行同聲傳譯。
Gain insights from past meetings and learn how to apply them to grow your business today. Log in to mdrt.org to access personalized information and content.
Read about the topics explored at this year’s meeting on the MDRT App. Be inspired by creative business concepts, learn specialized information from world-class speakers and discover new ways to expand your career.
The 2024 MDRT Annual Meeting and its official hotels will be in one of the most beautiful cities in the world — Vancouver. Explore, discover and get a flavor of everything this incredible destination has to offer.
前往 Vancouver(溫哥華)出席 2024 年年會的旅遊證件申請,需時可能達六個月之久。
請立即開始申請簽證、電子旅行證 (eTA) 及護照。
(此日無會議)
(會議將於 11:00 開始)
(僅限 2024 年內閣會員和 2024 年頂尖會員參加)
(會議將於 11:30 開始)
(預付門票活動,註冊時需另付費用。會議僅使用英文發言。不提供傳譯服務。)
(僅限 MDRT Center for Field Leadership 成員參加。會議僅使用英文發言。不提供傳譯服務。)
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.
(僅限 MDRT Center for Field Leadership 成員參加。會議僅使用英文發言。不提供傳譯服務。)
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.
(僅限百萬圓桌前線領袖中心成員參加)
(僅限會齡 25 年及以上的百萬圓桌會員參加)
(僅限 2024 年頂尖會員參加)
(會議將於 11:30 開始)
(預付門票活動,註冊時需另付費用。會議僅使用英文發言。不提供傳譯服務。)
(僅限 MDRT Center for Field Leadership 成員參加。會議僅使用英文發言。不提供傳譯服務。)
(僅限 MDRT Center for Field Leadership 成員參加。會議僅使用英文發言。不提供傳譯服務。)
(僅限會齡 25 年及以上的會員參加)
(預付門票活動,註冊時需另付費用。僅限 2024 年內閣會員和 2024 年頂尖會員參加。)
(僅限會齡 25 年及以上的會員參加)
(此日無會議)
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:這些節奏明快的會議的特色和亮點是,百萬圓桌成員將以各種演講方式,分享極富創新和創意的商業概念。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 2024 年會長致辭。
百萬圓桌基金會:認識 2024 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。)
「卓越首航」會議:無論您是首次成為百萬圓桌會員,還是第一次參加百萬圓桌年會,都無任歡迎您出席這場會議!誠邀您參加這場引人入勝的啟動儀式,與來自世界各地的會員同儕建立連繫,藉此充分善用百萬圓桌會員資格,享受最圓滿的會議體驗。屆時將有資深百萬圓桌會員蒞臨,分享真知灼見,傳承成功秘訣。
萬勿錯過百萬圓桌年會期間的這個寶貴機會!此會議專為新加入百萬圓桌頭五年及初次參加百萬圓桌會議的會員而設,亦開放予所有與會者參加。相信這場會議帶來的啟迪與指導,以及從中建立的情誼,必將留下悠長餘韻,延續至您到訪 Vancouver(溫哥華)以外的更長時光。
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 2024 年內閣會員和 2024 年頂尖會員參加。)
內閣會員及頂尖會員公開論壇**: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。按語言分組的非正式圓桌討論。(此活動僅開放予 2024 年內閣會員和 2024 年頂尖會員參加。)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。按語言分組的非正式圓桌討論。(此活動僅開放予 2024 年內閣會員和 2024 年頂尖會員參加。)
MDRT Center for Field Leadership會議**:僅限 MDRT Center for Field Leadership 成員參加,這四場特別會議專為金融服務業的前線和在家辦公室領袖而設。這些會議薈萃團隊管理策略,充分體現「百萬圓桌卓越文化獎」所推崇的價值,將助您在領導力之旅中加速前行,並與百萬圓桌中心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。
藉助一系列獨特創新的產品和服務,交流區將提供直擊演講和各種交流機會,讓您輕鬆結識會員和同儕。這個趣味與生機盎然的空間在會議期間全程開放,是結識新朋友、交流聯誼、拍照發佈到 Instagram,以及參與演講者互動問答環節的絕佳場所。交流區共有超過 100 場會議,分別以多達六種語言進行,帶來即時收穫及頂尖理念,讓您在日常業務中付諸實踐。
2024 年百萬圓桌會員、2024 年MDRT Center for Field Leadership成員、2024 年百萬圓桌代理人團隊經理計劃成員、2024 年 MDRT Academy 成員及 2024 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MDRT Center for Field Leadership。
深入瞭解百萬圓桌代理人團隊經理計劃。
註冊取消申請必須透過電郵寄送至 mdrt@maritz.com,才能獲得全額退款。
若您的簽證申請被拒,或您無法進行申請簽證之必要預約,便符合資格獲得會議註冊費用的全額退款,前提是必須於 2024 年 4 月 25 日或之前收到您的退款申請。任何於 2024 年 4 月 26 日或之後收到的退款申請均受取消政策約束,退款金額詳見上方「註冊」部分所述。
所有申請必須透過電郵單獨提交至 mdrt@maritz.com。
退款申請中必須提供您的百萬圓桌 ID 號碼,以及加拿大移民、難民及公民部 (IRCC) 的官方拒簽信或顯示拒發簽證的 IRCC 網站螢幕截圖。
如無法提供上述文件,百萬圓桌恕不處理申請。
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 8 日(星期六)16:30。因此,敬請及時抵達 Vancouver(溫哥華),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。
到訪百萬圓桌會員福利展位,瞭解有關百萬圓桌所能提供的一切。獲取百萬圓桌應用程式的使用教學、探索 mdrt.org 上的珍貴內容,並深入瞭解百萬圓桌的師徒制輔導計劃、MDRT Academy 和百萬圓桌領導力中心。
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,務必到訪位於溫哥華會議中心的百萬圓桌基金會展位,瞭解基金會的全球資助計劃,並捐款支持本年度的慈善合作夥伴:Letters to Strangers。
百萬圓桌商店展示了業內最好的教育資源。在溫哥華會議中心現場到訪該商店,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。