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。
Stephen Boswell, MBA, is the president of Oechsli, where he leads a team of nearly 50 coaches and digital marketers. He is the author of “Best Practices of Elite Advisors” and a frequent speaker at industry events across the U.S. and Canada. He has an MBA from the University of North Carolina at Greensboro and a bachelor’s degree from Appalachian State University
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Jae Yong Kim joined MetLife Korea in 2007 and has received recognition for his great achievements over the years. He has been volunteering as a mentor to many mentees at MetLife Korea and is a true leader in the profession.
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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。
Alton Fitzgerald White is a talented singer, actor and dancer who has starred in six smash Broadway hits. His performance of “Spanish Harlem” led to his debut of the smash hit at London’s West End theatre. White originated the roles of Mufasa in the first national tour of Disney’s “The Lion King” and Mister in Oprah Winfrey’s “The Color Purple.” After taking a year off for TV, concerts, voiceovers and commercial work, he reprised the role of Mufasa at the Mandalay Bay hotel in Las Vegas and then returned to Broadway, rehearsing for the role Mister during the day while performing as Mufasa at night.
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Through song and the vast wisdom he’s gained on Broadway, White shares vital ingredients for sustaining consistent peak performance as well as the key to achieving — and maintaining — success.
Stacey Hanke inspires individuals to persuade, sell, influence and communicate clear messages face to face by eliminating the static that plagues effective delivery. Hanke has trained thousands of people to rid themselves of bad body language by choosing words wisely, and her books provide practical and immediate skills and techniques to communicate with influence. She has been a featured guest in The New York Times, Forbes, The Economist and many other media outlets, and some of her clients include FedEx, American Express, Google, Fannie Mae and Microsoft.
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How you communicate determines whether others see you as credible, knowledgeable and trustworthy. Hanke presents ways to eliminate the static that plagues communicative delivery so the message you convey to the world persuades, sells and influences, leading to increased profits and long-term client relationships.
Ross Vanderwolf, CFP, is the 2019 President of MDRT. He is a 35-year MDRT member with nine Court of the Table and eleven Top of the Table qualifications. 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, a 38-year industry veteran, is managing director of Rothgard Financial Partners, a full-service financial planning practice. Over the course of his MDRT membership, Vanderwolf has served on numerous committees. He has been recognized as one of Australia’s Most Trusted Financial Advisers since this designation’s inception in 2014
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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。
Ryan Avery is one of the most profound keynote speakers on strategic communication and leadership. As an Emmy Award-winning journalist, two-time bestselling author and world record holder, Avery has delivered more than 500+ keynotes in 33 countries around the world.
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Today’s world is competitive, innovative and seriously fast-paced. When we focus on growing our business, it is no longer acceptable to just offer a solution; today’s clients want the solution. In this session, Avery delivers game-changing strategies that will allow you to eliminate competition and achieve next-level results. Learn communication techniques top leaders around the world use to persuade, engage and retain clients, no matter the environment.
Crystal Washington, CSP, is an author, sought-after speaker, technology strategist and certified futurist who helps organizations leverage technology to increase profits and productivity. As one of 50 leading female futurists named in Forbes, Washington makes complex social media, app and web topics easy to understand for everyday people. Her portfolio of clients includes Google, Microsoft and General Electric.
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Understanding the new ways clients and prospects are using social media is a must for innovative financial advisors. Washington shares what you need to know to stay ahead of the curve, including what clients’ changing needs and behaviors means for your business and how to discover the latest social media networks that will impact your ability to market your services in your country.
Josh Linkner is a creative troublemaker and expert on innovation, disruption and hypergrowth leadership. He started his career as a jazz guitarist before becoming the founder and CEO of five tech companies, which sold for a combined value of more than $200 million. He currently serves as chairman and co-founder of Platypus Labs, an innovation, training and consulting firm. He has been named Ernst & Young Entrepreneur of the Year, is the recipient of the Champions of Change award, and is an experienced business leader, venture capitalist and bestselling author.
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The pressure to generate big ideas can feel overwhelming. Bold innovations are critical in these disruptive times, but when it comes to breakthrough thinking, we often freeze up. Linkner shares how implementing a daily habit of creativity can help unlock inventive thinking, build much-needed skills that lead to colossal transformations and harness innovation to tackle tough challenges and seize bold opportunities.
Ryan Leak is a sought-after speaker, coach and consultant who empowers leaders to reclaim a new self-awareness that enables them to connect with their teams more effectively. He helps Fortune 500 companies, all-star NBA players and other organizations recognize the impact of rising above times of great fear and uncertainty to become the best version of themselves. His book, “Chasing Failure: How Falling Short Sets You Up for Success,” blends personal stories, motivating anecdotes, relevant psychology and practical step-by-step guidance to show how chasing failure just may be the quickest way to success.
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While failure is something we’ve been taught to fear, Leak believes chasing failure is a mindset that will equip you with the tools you need to try new things, get out of your comfort zone and learn life’s greatest lessons.
Regina Bedoya, CLU, ChFC is the 2020 President of MDRT. She is a 29-year MDRT member with seven Court of the Table and six Top of the Table honors. She is also a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. Bedoya is president of RB Financial Advisors, a financial consulting firm specializing in retirement and insurance planning. Bedoya’s volunteerism within MDRT includes speaking at several Annual Meetings, an MDRT Experience and Global Conference, and international industry conferences. She has been the recipient of the Irvin Konter Award, was named Prudential Palm Beach’s Agent of the Year twice, and is the recipient of the American Free Enterprise Companion Medal awarded by Palm Beach Atlantic University.
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Randy L. Scritchfield, CFP, LUTCF, is the 2022 President of the MDRT Executive Committee. He is a 38-year MDRT member with three Court of the Table and 21 Top of the Table qualifications. An MDRT Foundation Excalibur Knight, Scritchfield is also a member of its Inner Circle Society and has served on its Board of Trustees. In addition, he is the founder and president of Montgomery Financial Group, a retirement planning firm in Damascus. His extensive MDRT volunteer history includes serving on MDRT’s Management Council six times and as a Committee Chair nine times. Among his leadership roles, Scritchfield has served as Top of the Table Divisional Vice President and Advisory Board Chair and Divisional Vice President of Annual Meeting Program Development. Scritchfield has also spoken at numerous MDRT Annual Meetings and Top of the Table Annual Meetings, as well as internationally on behalf of MDRT.
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Randy L. Scritchfield, CFP, LUTCF, makes his 2022 Presidential Address.
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。
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。
Fred Fouad Belman has been in the financial services profession since 1996, when he built his practice in Beirut, Lebanon. Despite the many challenges he faced as he made the transition from the U.S. to Lebanon, Belman managed to become one of the top financial advisors in the country. He attributes MDRT to helping him succeed and believes that if he can do it, anyone can.
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Preeyanun Wacharareungchai left the telecommunications industry in 2002 to begin her career in financial services. Her experience includes in-depth market creation, ability to expand and upgrade her existing client base, and how to sell ideas to high-level clients.
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Wacharareungchai shares ideas for creating, expanding and upgrading your life insurance market.
Toshihiro Tsubohara is a successful financial professional who joined Prudential Life in 1999.
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Busara Tirachotikul entered the financial services profession in 2003 and sets achieving MDRT qualification as a yearly goal for herself
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As a wealth strategist for the past 24 years, Paresh B. Shah, CFP, has been helping individuals and businesses across the U.S. create innovative financial strategies that protect for today and tomorrow. He specializes in pension and profit-sharing, asset protection, estate planning and business succession planning. His professionalism and community service have kept him active in the U.S. and India.
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Centers of influence can be a great source for referrals; when they refer you, you gain what Shah calls “surrogate trust.” In this session, Shah shares a four-step process to building relationships with them that can help yield larger cases.
Bryce M. Sanders, BS, MS, was a financial advisor and manager during his 20-year career at Merrill Lynch. Sanders is the author of the book "Captivating the Wealthy Investor" and has been published in 15+ magazines and websites in the U.S. and around the world, including the MDRT magazine Round the Table and the MDRT Blog.
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Successful MDRT members belong to community and cultural organizations attracting high-net-worth individuals and families. In his presentation, Sanders debunks myths and shows a path to learning about them as people, gaining acceptance, developing personal relationships and identifying opportunities for business.
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。
Fred Fouad Belman has been in the financial services profession since 1996, when he built his practice in Beirut, Lebanon. Despite the many challenges he faced as he made the transition from the U.S. to Lebanon, Belman managed to become one of the top financial advisors in the country. He attributes MDRT to helping him succeed and believes that if he can do it, anyone can.
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.
Preeyanun Wacharareungchai left the telecommunications industry in 2002 to begin her career in financial services. Her experience includes in-depth market creation, ability to expand and upgrade her existing client base, and how to sell ideas to high-level 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.
Toshihiro Tsubohara is a successful financial professional who joined Prudential Life in 1999.
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.
Busara Tirachotikul entered the financial services profession in 2003 and sets achieving MDRT qualification as a yearly goal for herself
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.
As a wealth strategist for the past 24 years, Paresh B. Shah, CFP, has been helping individuals and businesses across the U.S. create innovative financial strategies that protect for today and tomorrow. He specializes in pension and profit-sharing, asset protection, estate planning and business succession planning. His professionalism and community service have kept him active in the U.S. and India.
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.
Bryce M. Sanders, BS, MS, was a financial advisor and manager during his 20-year career at Merrill Lynch. Sanders is the author of the book "Captivating the Wealthy Investor" and has been published in 15+ magazines and websites in the U.S. and around the world, including the MDRT magazine Round the Table and the MDRT Blog.
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。
Cydney Kaplan is a respected magician who performs regularly at the world-famous Magic Castle in Hollywood. In 2021, she was a finalist for the International Brotherhood of Magic Close Up Magician of the Year competition. Passionate about helping others, Kaplan does weekly magic shows for psychiatric patients in the hospital and also volunteers at the local VA hospital doing bedside magic.
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.
Magician Cydney Kaplan dazzles the audience with her slight-of-hand illusions and quick wit.
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.
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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!
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.
Join MDRT Past President Brian D. Heckert, CLU, ChFC, as he sits down with Angela Duckworth in this intimate “fireside chat” session, Main Platform Conversations — a brand-new program debuting at this year’s Annual Meeting. Through conversation, Heckert will delve deeper into Duckworth’s research and experience to learn more about her thoughts on grit and its marker for success.
Angela Duckworth is the founder and CEO of Character Lab, a nonprofit organization that advances scientific insights to help children thrive. A 2013 MacArthur Fellow, Duckworth has advised the World Bank, Fortune 500 CEOs, and NBA and NFL teams. Prior to her career in research, Duckworth founded a summer school for underserved children that was profiled as a Harvard Kennedy School case study. Her TED talk is among the most viewed of all time, and her first book, “Grit: The Power of Passion and Perseverance,” is a New York Times bestseller.
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.
Join MDRT Past President Brian D. Heckert, CLU, ChFC, as he sits down with Angela Duckworth in this intimate “fireside chat” session, Main Platform Conversations — a brand-new program debuting at this year’s Annual Meeting. Through conversation, Heckert will delve deeper into Duckworth’s research and experience to learn more about her thoughts on grit and its marker for success.
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。
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。
Jung Min Yun worked for Samsung Electronics before entering the financial services profession in 2010. She is currently a senior consulting life planner and a securities, funds and trust investment solicitor at Shinhan Financial Investment.
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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!
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.
Yun shares her thoughts on how to enter the doctor’s market through mentoring and specialized programs.
Ping Hung Yu was employed at a technology company before joining the financial services profession in 2010. He has received many accolades over the years and continues to make great strides in his career.
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.
Yu explains ways to provide financial service to clients that goes beyond products and focuses more on increasing your knowledge to stand out from the competition.
Born and raised in Moncton, New Brunswick, Canada, Kevin R. Williams, CFP, CLU, was recruited to the business and started with Mutual Life in 1984. He built his business over the last 38 years, with a focus on the family and small-business market. He sits on the United Way Board in his hometown, spoken at multiple events for Sun Life Financial and Advocis, and was recognized by Wealth Professional magazine as a top 50 Canadian advisor in 2015.
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.
Williams rose to success in this profession as a 21-year-old with no financial background, building a practice with more than 800 households from the ground up. In this session, he shares his secrets of business planning that helped him become one of the top income earners within Sun Life Financial Canada.
Ryan Stramrood is an ultra-extreme open water and ice swimming adventurer, performance coach, three-time Guinness World Record holder, salesman, businessman, father and globally renowned inspirational speaker. He has undertaken some of the world’s toughest and most deadly swimming challenges and has become a master of mindset, setting the bar of human endurance a notch higher often in the most hostile environments.
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.
In this unique and powerful presentation, Stramrood explains how our minds are the gateway to absolute greatness — and our biggest limitation. Learn how creating an awareness leads to belief which then leads to courage to weather even the toughest climates.
With more than 10 financial advisors in his immediate family, Raphael Saul holds a fond admiration for the power of the profession to transform lives and empower people to create legacies. A business consultant, motivational speaker, attorney-at-law and entrepreneur, Saul has distinguished himself as a catalyst for challenging leaders to push past their boundaries and reimagine the possibilities.
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.
What will it take to become an industry leader and create a niche of long-term success amid the competition? In this session, Saul explores the key principles that fuel the continuous success of top achievers. He shares what enables them to break through barriers, maximize their potential and leave their mark on the profession.
A highly accomplished financial services veteran, Lim Ren En has attained many awards and recognition for his dedication to education, networking, personal and professional growth, ethical standards and outstanding client service. Proficient in three languages, Ren En has spoken at conferences in China, Singapore, Malaysia, Thailand, Indonesia and Taiwan.
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.
Are you finding it difficult to understand your client? In this session, Ren En discusses the four DiSC personality types — dominance, influence, steadiness and conscientiousness — so you can identify your client’s personality type and tailor your approach with them. You will also learn the benefits of better understanding your own personality type.
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。
Jung Min Yun worked for Samsung Electronics before entering the financial services profession in 2010. She is currently a senior consulting life planner and a securities, funds and trust investment solicitor at Shinhan Financial Investment.
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.
Yun shares her thoughts on how to enter the doctor’s market through mentoring and specialized programs.
Ping Hung Yu was employed at a technology company before joining the financial services profession in 2010. He has received many accolades over the years and continues to make great strides in his career.
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.
Yu explains ways to provide financial service to clients that goes beyond products and focuses more on increasing your knowledge to stand out from the competition.
Born and raised in Moncton, New Brunswick, Canada, Kevin R. Williams, CFP, CLU, was recruited to the business and started with Mutual Life in 1984. He built his business over the last 38 years, with a focus on the family and small-business market. He sits on the United Way Board in his hometown, spoken at multiple events for Sun Life Financial and Advocis, and was recognized by Wealth Professional magazine as a top 50 Canadian advisor in 2015.
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.
Williams rose to success in this profession as a 21-year-old with no financial background, building a practice with more than 800 households from the ground up. In this session, he shares his secrets of business planning that helped him become one of the top income earners within Sun Life Financial Canada.
Ryan Stramrood is an ultra-extreme open water and ice swimming adventurer, performance coach, three-time Guinness World Record holder, salesman, businessman, father and globally renowned inspirational speaker. He has undertaken some of the world’s toughest and most deadly swimming challenges and has become a master of mindset, setting the bar of human endurance a notch higher often in the most hostile environments.
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.
In this unique and powerful presentation, Stramrood explains how our minds are the gateway to absolute greatness — and our biggest limitation. Learn how creating an awareness leads to belief which then leads to courage to weather even the toughest climates.
With more than 10 financial advisors in his immediate family, Raphael Saul holds a fond admiration for the power of the profession to transform lives and empower people to create legacies. A business consultant, motivational speaker, attorney-at-law and entrepreneur, Saul has distinguished himself as a catalyst for challenging leaders to push past their boundaries and reimagine the possibilities.
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.
What will it take to become an industry leader and create a niche of long-term success amid the competition? In this session, Saul explores the key principles that fuel the continuous success of top achievers. He shares what enables them to break through barriers, maximize their potential and leave their mark on the profession.
A highly accomplished financial services veteran, Lim Ren En has attained many awards and recognition for his dedication to education, networking, personal and professional growth, ethical standards and outstanding client service. Proficient in three languages, Ren En has spoken at conferences in China, Singapore, Malaysia, Thailand, Indonesia and Taiwan.
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.
Are you finding it difficult to understand your client? In this session, Ren En discusses the four DiSC personality types — dominance, influence, steadiness and conscientiousness — so you can identify your client’s personality type and tailor your approach with them. You will also learn the benefits of better understanding your own personality type.
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。
Juthamas Yorvitaya has been in the life insurance business for seven years. She entered her career with confidence and trust in her company. Yorvitaya strives to instill the importance and an understanding of financial planning to clients and loved ones. She loves her work and is proud to have created wealth and stability for many Thai families.
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.
Nuttamol Traiupok has been a life insurance specialist for three years. She is strong believer in personal branding and focuses on generating brand awareness through networking. Traiupok concentrates on educating the new generation of clients about pensions and life insurance using digital methods.
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.
Natt Supanatkullanan has been a member of MCC Southeast Asia for four years, and has spoken at two MDRT Annual Meetings. She has been in the financial services industry for more than 13 years and strives to consistently better herself by gaining and sharing knowledge.
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.
As owner of the management consulting and development company Performance Management Plus, Joseph Sidaros has a passion for helping people improve their performance, productivity and operational effectiveness through behavioral change. With more than 35 years in the management and business development field, Sidaros’ focus is on coaching, training, recruiting and selection, budgeting, staffing, forecasting, business planning, and sales and distribution within the financial security and planning industry.
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.
In this session, Sidaros proposes that the combination of chasing your goals and being chased by your goals will instill in you the drive and energy to achieve great outcomes, redefine yourself as a person and find joy in living a purposeful life. Learn a clearly defined process to make this work for you.
Rattaporn Sangkanont is a successful financial advisor with a background in sales and administration. She is currently a director at her company and strongly believes in applying MDRT as the standard of doing business. She focuses on helping clients understand the importance of insurance and creating wealth for their families.
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 began her career as a life insurance agent in 2006, having previously worked as a teacher. The turning point for her career change was when her father became ill without any insurance coverage. Saengmaneetham has been a financial advisor for more than 15 years, and has experience in both the sales and recruitment side of the industry. She has been a member of MCC Southeast Asia for three years
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.
Join this engaging, conversational-style session led by facilitators who share session highlights and takeaways from the meeting that can be used to further your professional development.
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。
As a serial entrepreneur and proud disruptor, Jay Samit has always been at the forefront of emerging trends and is a renowned expert in digital technology, virtual and augmented reality, artificial intelligence and the sharing economy. He is the most recent chairman of Deloitte and has worked with Bill Gates, Steve Jobs, Paul Allen, the Pope and the President of the United States. He is a bestselling author who has been featured in The Wall Street Journal, Forbes and The New York Times among other publications.
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.
With so many disruptions to business as usual over the past few years, Samit shares techniques for how to adapt, thrive and navigate through this new era of endless innovation.
Before becoming a bestselling author and Pulitzer Prize-winning investigative reporter for The New York Times, Charles Duhigg worked in private equity and founded a health care company in New Mexico. A Harvard Business School and Yale College graduate, Duhigg has contributed to “The Reckoning,” which studies the causes and outcomes of the financial crisis, and “The iEconomy,” an examination of the global economy through the lens of Apple. In addition to his reporting, Duhigg has frequented TV and radio shows, including “NewsHour with Jim Lehrer,” “Frontline” and “Dr. Oz,” and presents to audiences on science, medicine, business and education.
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.
Using current case studies, Duhigg explores where real productivity comes from and how science plays a role in training ourselves to think smarter about the choices we make, the innovations we pursue and the teams we work alongside.
Dominique Dawes has transcended the world of sports, politics, entertainment and culture. Dawes was a 10-year member of the U.S. national gymnastics team, a three-time Olympian and a member of the gold medal-winning Magnificent Seven team at the 1996 Summer Olympics. She is the first Black person to win an Olympic gold medal in gymnastics and one of only three female American gymnasts to compete in three Olympics, winning medals each time. She opened Dominique Dawes Gymnastics & Ninja Academy to continue her commitment to developing a healthy and compassionate culture in the sport of gymnastics.
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.
For Dominique Dawes, success is much more than medals and accolades. Learn how she overcame challenges and doubts in her journey to success by surrounding herself with the right team, developing a mindset to persevere and turning negative situations in life lessons.
As founder of five multimillion-dollar companies, Jay Baer delivers highly customized, engaging keynote presentations on word of mouth, marketing, customer experience and customer service. His consulting firm, Convince & Convert, provides strategic counsel to the world’s most iconic brands like Caterpillar, Oracle, 3M, Adidas and the U.N. He is the bestselling author of six books, was recently inducted into the Professional Speaker Hall of Fame and the Word of Mouth Marketing Hall of Fame, and is the host of the award-winning Social Pros podcast.
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.
Referrals are an important part of any advisor’s success, but do you have an actual strategy for creating them? Baer, a marketing and customer experience expert, explains the crucial difference between reactive and proactive referrals, and identifies the psychology that determines when a client will talk about you. Learn how to provide a differentiated and memorable client experience that will boost client recommendations and catapult your business forward.
Alex Banayan is the youngest bestselling business author in American history. A renowned expert on perseverance and exponential growth, Banayan has presented “The Third Door,” a book that chronicles his seven-year quest to uncover the definitive mindset of success, at Apple, Google, Nike, Disney and other corporate leadership conferences around the world. He has been named on Forbes’ list of 30 under 30 and is his generation’s leading expert in high performance and personal development.
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.
We all face rejection and deal with fear in our lives, but we don’t have to allow obstacles to hold us back from achieving our goals. Based on research and interviews with the most successful people on the planet, Banayan reveals how creating certain mindsets and tools not only clears obstacles along your path but also fuels your success to become more resilient, more persistent and more capable of achieving your company’s biggest objectives.
Ian Green, Dip PFS, is the 2022 Immediate Past President of the MDRT Executive Committee. He is a 24-year MDRT member with five Court of the Table and 16 Top of the Table qualifications. Green is also a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. He is the founder of a family-owned financial planning firm, Green Financial Advice, in London. His extensive MDRT volunteerism includes leadership within several divisions, including as Divisional Vice President of Top of the Table and Advisory Board Chair in 2017 and Chair of the 2016 Annual Meeting Main Platform/Special Sessions Committee. His leadership in the profession includes regular speaking engagements, and he has previously held positions as trustee on the Personal Finance Society Charitable Foundation and on the board of directors of the Life Insurance Association.
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.
John F. Nichols, MSM, CLU, is the 2022 Nominee to the MDRT Executive Committee. A 22-year MDRT member with two Court of the Table and 15 Top of the Table qualifications, Nichols is an Excalibur Knight and Legion of Honor member of the MDRT Foundation and is currently serving as President of its Board of Trustees. In addition to his MDRT leadership, Nichols has been active with NAIFA and served as the organization’s 124th national president. In 2012, Nichols was the recipient of the James E. Smittkamp Award, presented by the Illinois Spinal Cord Injury Association for outstanding service and fundraising for the cause. In 2020, Nichols served as Global Council Member of the Membership Division. Other leadership positions include service as Chair of the Bylaws and Ethics Committee and Chair of the Member Resources Regulation and Compliance Task Force.
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.
John F. Nichols, MSM, CLU, formally accepts the nomination to become the newest member of the Executive Committee.
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。
