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Hear from captivating speakers who inspire.
Network with like-minded professionals from all over the world to gain fresh perspectives that fuel innovation.
Take your skills to the next level as you immerse yourself in sessions designed to empower your personal and professional growth.
Lock in best practices to bring back to your workplace so you and your business thrive.

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Learn

Gain insights from past meetings and learn how to apply them to grow your business today. Log in to your account at mdrt.org to access personalized information and content.

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Be part of a community of global financial professionals by attending MDRT meetings and events, accessing the Member Directory, joining the MDRT Mentoring Program and engaging as a volunteer. Learn more at mdrt.org.

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Explore

Get ready for the 2025 MDRT Annual Meeting in one of the world's most thrilling destinations — Miami Beach, Florida, USA. Explore, discover and savor all the incredible experiences this vibrant city has to offer. Save the dates for this unforgettable event, June 22–25, 2025.

Featured Speakers

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View All Annual Meeting Speakers

日程安排

6 月 21 日（星期六）

11:00 - 18:00

註冊開放

11:00 - 17:00

交流區開放

View Sessions

16:30 - 17:30

PGA 志願者啟動儀式和專案小組分組

6 月 22 日（星期日）

09:00 - 18:30

註冊開放

10:00 - 17:00

交流區開放

Ponlacha Rojlertjanya and Kanyarat Yommana

How to create new markets online and offline

Magali Bernal

Develop your first appointment based on your target market

Nobuyuki Fukumoto

Uncovering hidden stains: A journey to consistent Top of the Table production

Paresh B. Shah, CFP

Technology is the best scalability tool

Edwin Rodrigo Aguilar Valdez

Turning a cold market into a warm market in 20 seconds

Hozumi Hanada, LUTCF

A little insight and context of life insurance in the U.S.

Jennifer P. Mann, MBA, CFP

Trust matters: The art of connecting with clients

Lizzette Castillo Martell

From family chaos to becoming my full and structured self

Li-Ping Chang

Begin with the end in mind and become your client’s only trusted full-service advisor

Natchanan Nanthapongpokin and Ratthanan Nanthapongpokin

Achieving work-life balance and continued MDRT

Alexandra de Jesus Garcia Yanez

How to sell 100 policies and then travel for six months each year

Woong-bae Kim

Master your performance by mastering your attitude

Ravi P. Rajpal

Annual reviews that lead to loyalty, referrals and sales

Kris Amliwala, FPFS

Designing true wealth

Chulaporn Chaimontree

Building and growing your target market

Tae-sik Park

Questions that create client satisfaction during retirement planning

Floriano Alencar

Finding insurance solutions for international clients

Pei Chun Hsieh

Attracting and engaging with exclusively online clientele

Ngaongam Kunphai

Present, close and protect in only an hour

Lizbeth Lara Santacruz

The power of connections: Generate a perpetual network of prospects

Zinc Goh Zhi Yin

5-3-1 formula to closing from the opening

Dr. Susan Biali Haas, Delia Brimmer, Vanessa Y. Bucklin, MBA, CLU, Mark D. Olson, CFP, MSFS, and Ted Rusinoff

MDRT Book Club: Q&A with “The Resilient Life” author Dr. Susan Biali Haas

Yu-Chun Chen

How to effectively discuss and establish health-related insurance coverage

Alfonso Jorge Orozco Hernandez, CLI

Providing exceptional service in the digital age

Sky Chen Wei

Helping clients understand the living benefits of insurance

Pei Mei Chiu

Achieve your dream with the power of teamwork, and qualify for MDRT

Alessandro M. Forte, FCII, CFP

How to get multiple referrals from every client

Satoshi Ishii

Insurance agent rather than salesman

Guy Mankey

Ideas to help get YOU to the Top of the Table

Nobuyuki Ishikawa

Investment is a great insurance policy

Hsiao-Yin Lu

Quality service requires successful claims settlement

Pawel F. Skotnicki

How to naturally start a meeting with a client

12:30 - 15:00

內閣會員和頂尖會員接待會

15:00 - 16:00

「卓越首航」會議

17:30 - 19:00

主場會議

Steve Backley and Roger Black

Accessing the champion in all of us

6 月 23 日（星期一）

07:00 - 16:00

註冊開放

08:00 - 11:00

主場會議

Diana Chao

Dear stranger: Fostering connection and support by writing to strangers

Gregory B. Gagne, ChFC

Presidential Address

Rick Hu, CLTC, RICP

Five proven ways to build a Top of the Table practice

Jim Kwik

Supercharge your brain to learn faster and remember more

Andrew C. Lord, CLU, ChFC

MDRT Foundation

Elke Rubach, LL.M., CLU

Prioritizing human interaction in an increasingly artificial, technologically driven world

Gino Wickman

The 10 disciplines to free and maximize your energy

Tham Wongsankakorn

Connect with high-net-worth clients to elevate your practice

Dr. Susan Biali Haas

The resilient life: Reducing stress and burnout in today’s wild world

11:00 - 17:00

交流區開放

Akkachai Chatchawalsakul, Donnapa Jitsopananont, Pichandech Kemped and Eakasak Narksakul

Achieving MDRT Life membership

Pui Ka Lam, Hunter Lord, CFP, Kevin Reidinger and Naixin Zhao

The next generation of young advisors

Sun-young Kim

Serving older clients through open-door, face-to-face meetings

Masakazu Shigemori

Are you working at what you love and are good at? Develop HNW clients by using your strengths!

Togo Kimura

Existing contract marketing that leads to results

Joo-hwan Lee

How to develop client trust that leads to retention

Jesus Rodrigo Alfaro Gutierrez

How becoming a better person led me to become a better advisor

Yi-Jean Lin, CIAM, FChFP

What you can learn and teach through the MDRT Mentoring Program

Hiroshi Maeda

Principles and practices learned from “The Seven Habits of Highly Effective People”

Aurora L. Tancock, FLMI, CFP

Building trust by fostering strong client relationships

Christian Thomas Carpizo Vazquez Sr.

9 steps to increase your sales with the same customer base

Matthew T. Hoesly, CFP, ChFC

Top of the Table before 40

Jim Kwik

Q&A with Main Platform Speaker Jim Kwik

Xiaohu Liu

Gaining personally and professionally from the MDRT Whole Person concept

Katy Baxter, Dip PFS and Catherine Gough, FPFS

Tips from the top

Ying Qi Carrie Chee

Engage clients effectively and expand your case size

Yohei Tomita

Deeper Dive with Main Platform speaker Yohei Tomita

Chin Ti Chien, Yi-Jean Lin, CIAM, FChFP and Li Zeng

A different kind of leadership

Aree Burapapunjakul

Building efficiency and sustainability in your business

Imelda Xochitl Padilla

Having the balanced life we all dream of

Joon Sik Choi

The power of the check-in call

Shusaku Tezuka

How hobby-driven referrals led to 800 consecutive weeks of strong results

Shane E. Westhoelter, AEP, CLU

What words to use — and not use — to build client trust

Saad Anthony Baksh, BSc

Be the best version of you!

Kathleen R. Benjamin, CFP, CPA

Building a team with the right qualities, the right scores and the right training

Timothy Daniel Clairmont, MSFS

Digital avatars: Revolutionizing financial advisory services

Hsiu-chung Hsu

Tips to help clients understand the value of financial planning

Regina Bedoya, CLU, ChFC, Jennifer P. Mann, MBA, CFP and Ana Sofia Rodriguez, MBA

Special challenges for female leaders

John R. Benton, ChFC, CLTC and Stephen Kagawa, FSS, LUTCF

Tips from the top

Mark P. Brunelle

Overlooked opportunities within your existing clients

Salvador Perez Mendez

Professional development through kindness, empathy and trust

Yen Wei Nee

Optimize customer service and practice it with heart

Krits Pitimana-aree, LUTCF, ChLP

How to qualify as an MDRT Life member

Jun Shimizu

Swimming in the blue ocean: How to maximize your strengths

Tham Wongsankakorn

Deeper Dive with Main Platform speaker Tham Wongsankakorn

11:30 - 13:00

特別午餐會

Ethan Mollick

From disruption to opportunity: Embracing the AI revolution

13:30 - 14:30

15:00 - 16:00

焦點會議

Chris George CFP, TEP, Natalie Sarah Hales, Brian Joseph Haney CFS, CLTC, Matt K. Halloran

Niche power: Elevating your marketing strategy

Kentaro Asai

How to make time for your work and your family

David Braithwaite, Dip PFS

Leveraging media opportunities to establish expertise and enhance your business

Sammi Chang

Unleash leadership potential through generational psychology

Neha Prasad Doiphode, MBA

Forging lasting bonds: Why advisors should volunteer with service organizations

Matt K. Halloran

Niche power: Elevating your marketing strategy

Seonghun Jo

How to create an automated IT-based sales process

Alain Quennec, CFP, CIM

Create personal financial organizers to manage client relationships

Ana Sofia Rodriguez, MBA

Breathe, undertake and sell

Pitchaya Watcharakan, CFP, MBA

Sell without selling

13:30 - 14:30

15:00 - 16:00

MDRT Center for Field Leadership 會議

Tim Boyle, Fabian Weng Tuck Chan, ChFC/S, B.ENG, Joyce Chan, Angela Daniela Malagon Beaven

Gen Z — From recruiting to retaining

16:00 - 17:30

MDRT Center for Field Leadership 接待及頒獎儀式

Ross Bernstein, CSP, CPAE, Alessandro M. Forte, FCII, CFP

How To Be A Top Producer

D. Kyle Atkins CLU, CFP, Caroline A. Banks FPFS, Mark J. Hanna CLU, ChFC, Ross Vanderwolf CFP

Attaining and maintaining Top of the Table production

Vanina Paola Cruz, Caio Henrique Guidugli Cunha, Dulce Maria Zamora Davila, Mariant Carolina Navarro Protzel, Samir Chaman Sabag, CLI, FPC, Jazmin Eliana Vasquez

Key strategies: The secrets of the greatest Latin American experts

Attathapong Lao-ananchai, Pimlada Thanusakdumrong, Piyamon Wongthianchai

Panel discussion: The power of niche marketing

Nikki Peilin Chen

Cutting-edge communication techniques with clients and breaking through performance limits

Sheri Fitts

Refining your brand for a rapidly changing world

Alessandro M. Forte, FCII, CFP

How To Be A Top Producer

Sunil Nandlal Hassija

Reframe your marketing to build relationships

Takahiro Izuki

Leading the future of asset management

Atthapong Lao-ananchai

Panel discussion: The power of niche marketing

Young II Lee

How to most concisely communicate the ways you can help

Panos Leledakis, LUTCF

Skyrocket your production and reputation with AI and advanced technologies

17:00 - 18:00

四分之壹世紀俱樂部

17:30 - 18:30

頂尖會員接待會

6 月 24 日（星期二）

07:30 - 16:00

註冊開放

08:00 - 11:00

主場會議

Ian Green, Dip PFS and Tim Grover

Main Platform Conversations

Wave Chow Wing Kai

The sailboat concept

Karen Eber

Make your story perfect

Brandon Farbstein

10 feet tall: Your difference is your superpower

Carol Kheng, ChFC

Incoming Presidential Address

Jennifer P. Mann, MBA, CFP

From chaos to control: Organizing savings for success

Jamie McIntyre, CFP

Ditch the budget and give your clients the gift of a spending plan

11:00 - 17:00

交流區開放

Stephen Kagawa, FSS, LUTCF

A prospecting technique that can take you to Top of the Table

Sittichai Kallayasiri

Opening HNW clients' minds to your recommendations

Hua-Yu Kao

How to create ease and clarity for clients

Se-hyuk Lee

Build your own niche market

Timothy Daniel Clairmont, MSFS, Panos Leledakis, LUTCF and Paresh B. Shah, CFP

AI for beginners

Alain Pérez Munoz

Connecting with millenials: Keys to a successful sale

Mongkol Tangmannaikit

The shortcut to success is hard work

Hea-young Youn

Single mother of three, annual salary of 300 million won

Yuichiro Nakamura

Fact-finding to build strong relationships

Gustavo Rojas Ramirez

Self-reflection on the path to quality and performance

Kathleen R. Benjamin, CFP, CPA, David C. Blake, Ted Rusinoff and Cheng Huann Yeoh, ChFC, CLU

Being a boss

Othniel Duncombe

Identifying buying signals

Juana Lilia Martinez Ortiz

How I got 700 referrals in 1 year

Yusuke Mizuguchi

Driving communication with tax accountants

Ling-Shan Lin

Discuss insurance using Maslow's demand theory

Edit Martonosi

Spirit, sport, strategy: Applying the marketing from top athletes’ brands to financial services

Elke Rubach, LL.M, CLU

How charging for a financial plan grows not just sales but connection to your clients

Carla Brown, FPFS, CFP, Asvin Chauhan, MIFP, Dip FA and Adrian George, CFP, TEP

Niche marketing 101

We-Cheng Lin

Using the Whole Person concept to help others realize their dreams

Douglas Eugene Owens, LUTCF

Mastering the use of drawings to simplify complex ideas

José Sánchez Lopez, MBA

5 strategies to get endless referrals without asking for them

Yi Chun Liu

Encouraging high performance by building a unified staff

César Arturo Sepúlveda Garza, LUTCF, FSCP

Building communication and trust for long-term relationships with clients

George B. Sigurdson, CLU

How to effectively present financial planning buckets

Brian Moran

Q&A with Lunch Session speaker Brian Moran

Victor D. Reyes, CLU, ChFC

Create motivation and goal setting to reach Top of the Table

Erika Silva Velasco, CLI, FSCP

Tips to move from first-time member to MDRT Life member

Chiung-Yu Su

Unique and customized policy planning that is anything but artificial

David C. Blake, Yolie Aleman-Rodriguez and Tom E. Sunny, CFP, CLU

How the MDRT Academy can elevate your practice

Shawn Bellefeuille, CFP, CLU

Bridging the gap between online and offline marketing

Brandon Farbstein

Q&A with Main Platform speaker Brandon Farbstein

Bryson Milley, CFP, CIM

Valuable takeaways from MDRT's Business Performance Analysis

Peetitorn Chapradit and Pichandech Kemped

Leveraging insights from the CFP model in unexpected ways

Brandon Heckert, CFP, AAMS

Increased production and client satisfaction through goal-centric financial planning

Kusuo Yamaguchi

Importance of life insurance in inheritance planning

Freda Yeh

Use 3W in your practice, achieve self and team success with MDRT

Svetlana Plitin

From zero to hero: Simple steps to achieve success and balance

Tomoshige Yamamoto

Life planning for business owners: Understanding your options

Qian Zhou

The 726 rule for regular interaction with clients

11:30 - 13:00

特別午餐會

Brian Moran

The 12-week year: How to accomplish more in 12 weeks than most do in 12 months

13:30 - 14:30

15:00 - 16:00

焦點會議

Arturo Viniegra Castellanos, Victor Hugo Garcia Gutierrez

Social media as a vehicle for prospecting and branding

Kavita Bothra

Networking alchemy: Creating reciprocal value with centers of influence

Richard Dobson Jr., CFP

Communication hacks every financial advisor should know

Paphasorn Kaewkorbsin

Business succession strategy: Creating an exit plan

Han Kim

What determines the quality of life after retirement?

Hajime Mega

3 gives, 3 thanks

Jim W. Ruta, BA, RHU

5 Cs to be a social media video all-star

Joseph Tan, ChFC, CLU

How to go from MDRT to Court of the Table by delegating

Yuan Yuan, RFA

Creating comfort by identifying the need for planning

Pádraic J. Ó Máille

Success equals discipline: Think big, start small, keep score

13:30 - 14:30

15:00 - 16:00

MDRT Center for Field Leadership 會議

Susan Clements

Building a leadership brand to achieve agency goals

17:00 - 18:00

四分之壹世紀俱樂部

6 月 25 日（星期三）

07:30 - 14:00

註冊開放

07:30 - 09:00

內閣會員及頂尖會員公開論壇

09:00 - 10:00

四分之壹世紀俱樂部

09:30 - 10:30

11:00 - 12:00

焦點會議

09:30 - 14:00

交流區開放

13:00 - 16:00

主場會議

日程可能會有所變動。

註冊

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2025 年 3 月 18 日（10:00 中部時間）至 2025 年 5 月 5 日（23:59 中部時間）

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Main Platform

On the largest stage at the MDRT Annual Meeting, Main Platform offers engaging and inspirational content from thought leaders and renowned speakers relevant to the financial services profession surrounding sales and business strategies, and work-life balance.

Focus Sessions

Join member and nonmember industry experts as they share knowledge covering a variety of subject matters, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology and work-life balance.

Special Sessions

The ConneXion Zone®

A fun and invigorating area featuring quick-hit presentations and a variety of opportunities to connect with members and colleagues, the ConneXion Zone is the center of activity at the meeting. Make lifelong friends, network with your peers, take photos to share on social media and engage in discussions with speakers. The ConneXion Zone offers more than 75 sessions and will provide you with solutions and cutting-edge ideas to implement immediately into your business.

Access MDRT

MDRT Member Benefits Hub

Visit the MDRT Member Benefits Hub to learn about everything MDRT has to offer. Get a tutorial of the MDRT App, discover valuable content on mdrt.org, and learn about MDRT’s Mentoring Program, the MDRT Academy and MDRT Center for Field Leadership.

MDRT Foundation

The MDRT Foundation gives to charitable organizations worldwide, demonstrating the generosity, service and impact of MDRT members.
Learn more about the MDRT Foundation.

During the meeting, be sure to visit the MDRT Foundation Booth at the Vancouver Convention Centre to learn about the Foundation's Global Grants Program and to make your donation to this year’s charity partner, Letters to Strangers.

MDRT Store

The MDRT Store showcases the best educational resources in the industry. Visit the Store on-site at the Vancouver Convention Centre or online at mdrtstore.org to find books, plaques, apparel and more MDRT-branded items.

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