Programming

Sessions

The MDRT Annual Meeting offers attendees programming in the following session formats:

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.

Main Platform will also showcase MDRT Speaks — fast-paced segments featuring members sharing innovative and creative business concepts on topics such as productivity, client engagement strategies and business practices.

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.

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.

Special Sessions

Sign up for special and exclusive content as add-ons to the MDRT Annual Meeting.
‍*Membership qualifications apply; pre-registration recommended.

Full Schedule

SATURDAY, JUNE 6

11 a.m. – 6 p.m.

Registration

11 a.m. – 4 p.m.

MDRT Foundation Booth

View Sessions

11 a.m. – 5 p.m.

ConneXion Zone, MDRT Member Benefits Hub and MDRT Store

4:30 – 5:30 p.m.

PGA Volunteer Kickoff and Task Force Breakouts

SUNDAY, JUNE 7

9 a.m. - 6:30 p.m.

Registration

9 a.m. – 5 p.m.

MDRT Foundation Booth

9 a.m. – 5 p.m.

ConneXion Zone, MDRT Member Benefits Hub and MDRT Store

12:30 – 2 p.m.

MDRT Center for Field Leadership Networking Lunch

12:30 – 3 p.m.

Court of the Table and Top of the Table Program and Reception

Danielle J. Genier, CLU, CFP

Mentoring hard and fast: A proven approach for building resilient teams

Language:

Marcela Berdugo

The power of authenticity: Connecting beyond the screens

Language:

Hsin Yu Chen

The path to a Whole Person life

Language:

Robert Cullen, FSCP, MBA

Panel discussion: How to talk about MDRT with your clients

Language:

Marcelo H. De Rada

5 key principles to achieve Top of the Table

Language:

Julianne Hertel, CLU, CHFC

Panel discussion: How to talk about MDRT with your clients

Language:

Sunduck Chung

Engage with clients through newsletters

Language:

Seana Fardy, CFP, CLU

Panel discussion: Mentorship mastery: Building lasting connections and transforming practices through MDRT

Language:

Hsin-hua Hsu

From holistic life to holistic retirement

Language:

Luis Arturo Juárez Morales

How to grow your business by 10

Language:

Aaron Kane, B Bus, AFA

5 traits of a profitable advisory firm

Language:

Dana Mitchell, CFP, CLU

Panel discussion: Mentorship mastery: Building lasting connections and transforming practices through MDRT

Language:

Kittipong Buranachalermpong

The power of service beyond expectations

Language:

Tim Daniel Clairmont, MSFS, LACP

MDRT Academy session: Break through to the next level

Language:

Hyunju Lee

Utilizing MDRT

Language:

Alfredo Roberto Martínez Cantu

From prospect to client: The art of effective follow-up

Language:

Ee Boon Ong, CLU®/S, ChFC®/S

3 Ps of sales that can lead to qualifying for MDRT year after year

Language:

Fuyuki Igarashi

Communicate the needs for inheritance planning

Language:

Sofía Alethia Ledesma Rodriguez

The power of the mind: Visualization and projection

Language:

Bryan Phang, BBA, AEPP

Building an MDRT culture of excellence with the MDRT Family of Brands

Language:

Kwanchanok Sikiwat

The power of asking the right questions

Language:

Yu-Han Wang

Influence life by life

Language:

Naotake Bessho, MBA, AFP

Fostering high-quality mentees

Language:

David Blake

Panel discussion: How the MDRT Family of Brands can be a resource in each phase of your professional journey

Language:

Kyriakos Chatzistefanou, DMS, CMI

Panel discussion: How the MDRT Family of Brands can be a resource in each phase of your professional journey

Language:

Josele Alejandro Romo Barajas

How to attract prospects daily on social media

Language:

Ryan Salonia

From burnout to breakthrough: The power of a positive mindset

Language:

Chris Stark, FICP, CLTC

Panel discussion: How the MDRT Family of Brands can be a resource in each phase of your professional journey

Language:

Xia Wu

Failure is not the end, but the beginning of sales

Language:

Jane Lim

Turning adversity into advantage: Mastering resilience in work and life

Language:

Zhenrong Jeremy Tian, CLU®/S ChFC®/S

Embracing the new age of financial planning

Language:

Min-Hong Tsai

How Gen Z insurance professionals can master cross-generational management for post-war baby boom generation

Language:

Nuttawut Chutipong

7 Steps for addressing your customer's growing needs

Language:

Takayuki Iwao

The hidden potential of life insurance learned from cancer

Language:

Mariant Carolina Navarro Protzel

Financial thermostat: How to make Court of the Table your new normal

Language:

Wong Hui Delia

5 steps to develop a value-driven sales process

Language:

Fred Fouad Belman, FLMI, ACS

Living a balanced life no matter what

Language:

Alfredo Cortés

Balancing financial advisors: Key strategies for sustainable growth without burnout

Language:

Derek Wong Tuck Kong

Serve and retain clients through high-quality staff management

Language:

Cheng-Kan Huang

Changes and constants in the AI era

Language:

Nana Inatomi

How I protect my clients

Language:

Thanan Sukreepirom, FChFP, AChFP

Attracting new prospects remotely and achieving a 100% deal closure rate

Language:

Winston S. Williams, CLU, ChFC

Applying the local context to your retirement plan

Language:

4 – 5 p.m.

Launch to Excellence

Jennifer A. Borislow, CLU, Thomas R. McCoy, CLTC, Ross Vanderwolf, CFP

Launch to Excellence

Language:

3:30 – 4:30 p.m.

MDRT Foundation Knights Event

5 – 6:30 p.m.

Welcome Reception

MONDAY, JUNE 8

7 a.m. - 4 p.m.

Registration

8 - 11 a.m.

Main Platform

Gareth James Chalk, Dip PFS

Utilizing AI and automation to reduce stress and improve productivity

Language:

Molly Fletcher

Secrets of a champion mindset

Language:

Justin Forsett

Greatness grows best in the shadows: A playbook for building resilient teams

Language:

Alessandro M. Forte, CFP, FCII

MDRT Foundation

Language:

Tristan Hartey, Dip FA, BA (Hons)

How to create a team of superheroes to help you achieve Top of the Table

Language:

Carol Kheng, ChFC

Presidential Address

Language:

Kate Moynihan

Darkness to light: A journey of sight and transformation

Language:

Nicholas Thompson

The future of being human

Language:

Fuji Yeo, AEPP, AFC

Perseverance in crisis: Protecting lives, leaving legacies

Language:

11 a.m. - 5 p.m.

MDRT Foundation Booth

11 a.m. - 5 p.m.

ConneXion Zone, MDRT Member Benefits Hub and MDRT Store

11:30 a.m. - 1 p.m.

Special Session Luncheon

Gareth James Chalk, Dip PFS

Utilizing AI and automation to reduce stress and improve productivity

Language:

Molly Fletcher

Secrets of a champion mindset

Language:

Justin Forsett

Greatness grows best in the shadows: A playbook for building resilient teams

Language:

Alessandro M. Forte, CFP, FCII

MDRT Foundation

Language:

Tristan Hartey, Dip FA, BA (Hons)

How to create a team of superheroes to help you achieve Top of the Table

Language:

Carol Kheng, ChFC

Presidential Address

Language:

Kate Moynihan

Darkness to light: A journey of sight and transformation

Language:

Nicholas Thompson

The future of being human

Language:

Fuji Yeo, AEPP, AFC

Perseverance in crisis: Protecting lives, leaving legacies

Language:

11:30 a.m. - 1 p.m.

MDRT Academy Lunch

(Exclusively for MDRT Academy members.)

1:30 - 2:30 p.m.

Focus Sessions

Seok Hoon An

Doctor markets, I can do it too

Language:

Tamsin Astor, Ph.D.

Manage your mindset to communicate in a digital world

Language:

Jennifer A. Borislow, CLU, Ian Green, DipPFS, Juli Y. McNeely, CFP, CLU

Attaining and maintaining Top of the Table production

Language:

Asvin Chauhan, MIFP, Dip FA

How to build a high-performing team whose strengths complement yours

Language:

Janet Huaracha Magana

How to turn your referrals into your ambassadors

Language:

Ryosuke Kambara

Continue to excel as a life insurance specialist

Language:

Paritosh Pathak

Unlock your next level of growth with strategic networking

Language:

Surawut Pattanabandit

Overcoming obstacles to attain success

Language:

Augustine Seah, BSc

30% growth every year: A tried and tested methodology for lifetime MDRT qualification

Language:

Zeng Shao Hua

The logic of selling whole life insurance

Language:

1:30 - 2:30 p.m.

MDRT Academy Session

(Exclusively for MDRT Academy members. Session presented in English and interpreted into Spanish.)

Seok Hoon An

Doctor markets, I can do it too

Language:

Tamsin Astor, Ph.D.

Manage your mindset to communicate in a digital world

Language:

Jennifer A. Borislow, CLU, Ian Green, DipPFS, Juli Y. McNeely, CFP, CLU

Attaining and maintaining Top of the Table production

Language:

Asvin Chauhan, MIFP, Dip FA

How to build a high-performing team whose strengths complement yours

Language:

Janet Huaracha Magana

How to turn your referrals into your ambassadors

Language:

Ryosuke Kambara

Continue to excel as a life insurance specialist

Language:

Paritosh Pathak

Unlock your next level of growth with strategic networking

Language:

Surawut Pattanabandit

Overcoming obstacles to attain success

Language:

Augustine Seah, BSc

30% growth every year: A tried and tested methodology for lifetime MDRT qualification

Language:

Zeng Shao Hua

The logic of selling whole life insurance

Language:

1:30 - 2:30 p.m.

MDRT Center for Field Leadership Sessions

Carlyle Fletcher, CLU

Improve your hiring and supersize your results

3 – 4 p.m.

Focus Sessions

Esther Althaus, FChFP, Baz Gardner, Ross G. Hultgren, CFP, DFP, Aaron Kane, B Bus, AFA

Panel discussion: Mastering the psychology of self-worth to drive radical business growth

Language:

Marcela Berdugo, Codesh Shekinah De Jesus Hernandez, Lizette Kominik Sterling, Isela Quinones Arreola, Sr.

Panel discussion: Boosting your business: Women entrepreneurs transforming the insurance industry

Language:

Robert Gignac

The importance of understanding clients’ perspectives on advisor value

Language:

Katherine Hunt, Ph.D., Jeffrey Scott, CFP, Ph.D.

“Would you do this to your mother?”: The ethics of advice

Language:

Panida Krueawiwattanakul, Panupon Vungvilai, AFP

Panel discussion: Enhance your financial approach to distinguish yourself with our exceptional financial planning services

Language:

Joo Hwan Lee

Successful organization management and sales know-how for long-term success

Language:

Mio Umezawa

How to achieve remarkable results and develop the habit of reflection

Language:

Shane E. Westhoelter, AEP, CLU

How to build a business that generates USD 30 million income annually

Language:

Xuan Yang

Embracing AI is the choice of the times

Language:

3 – 4 p.m.

MDRT Center for Field Leadership Sessions

Kelli J. McCauley

Purpose, people and profit: How top leaders inspire excellence

4 – 5:30 p.m.

MDRT Center for Field Leadership Reception and Awards Ceremony

5 - 6 p.m.

Quarter Century Club

5:30 - 6:30 p.m.

Top of the Table Reception

TUESDAY, JUNE 9

7:30 a.m. - 4 p.m.

Registration

8 - 11 a.m.

Main Platform

Regina Bedoya, CLU, ChFC. Yossi Ghinsberg

Main Platform Conversations

Language:

D. Scott Brennan

One word

Language:

Maria Fernanda Calva Villalon

The transformative power of daily habits

Language:

Sharon Gai

Growth through efficiency: Harness the power of technology to skyrocket your business

Language:

Diana Kander

Unlock the innovator within

Language:

John F. Nichols, MSM, CLU

Incoming Presidential Address

Language:

Candice Ong

The light in the darkness: Lessons from heartfelt connections

Language:

11 a.m. - 5 p.m.

MDRT Foundation Booth

11 a.m. - 5 p.m.

ConneXion Zone, MDRT Member Benefits Hub and MDRT Store

11:30 a.m. - 1 p.m.

Special Session Luncheon

Regina Bedoya, CLU, ChFC. Yossi Ghinsberg

Main Platform Conversations

Language:

D. Scott Brennan

One word

Language:

Maria Fernanda Calva Villalon

The transformative power of daily habits

Language:

Sharon Gai

Growth through efficiency: Harness the power of technology to skyrocket your business

Language:

Diana Kander

Unlock the innovator within

Language:

John F. Nichols, MSM, CLU

Incoming Presidential Address

Language:

Candice Ong

The light in the darkness: Lessons from heartfelt connections

Language:

1:30 - 2:30 p.m.

Focus Sessions

Dorice Horenstein

Train your brain to improve your mental fitness

Language:

Hyeon Ho Kang

How are you preparing for your retirement income solutions?

Language:

Varisa Maneetavat, Kallaya Puangkingkaew

Establishing an eco-friendly digital marketplace for the emerging generation

Language:

Jun Mikawa

A repeatable and adoptable prospecting method

Language:

Gustavo Alberto Nava Reynoso

Powerful questions will take you to the next level

Language:

Craig Palfrey, CFP

10 strategies to maximize client engagement and business growth

Language:

Wang Jinghuan

Achieving 11 consecutive years of Court of the Table through retirement planning

Language:

1:30 - 2:30 p.m.

MDRT Academy Session

(Exclusively for MDRT Academy members. Session presented in Spanish only.)

Dorice Horenstein

Train your brain to improve your mental fitness

Language:

Hyeon Ho Kang

How are you preparing for your retirement income solutions?

Language:

Varisa Maneetavat, Kallaya Puangkingkaew

Establishing an eco-friendly digital marketplace for the emerging generation

Language:

Jun Mikawa

A repeatable and adoptable prospecting method

Language:

Gustavo Alberto Nava Reynoso

Powerful questions will take you to the next level

Language:

Craig Palfrey, CFP

10 strategies to maximize client engagement and business growth

Language:

Wang Jinghuan

Achieving 11 consecutive years of Court of the Table through retirement planning

Language:

1:30 - 2:30 p.m.

MDRT Center for Field Leadership Sessions

Dorice Horenstein

Train your brain to improve your mental fitness

Language:

Hyeon Ho Kang

How are you preparing for your retirement income solutions?

Language:

Varisa Maneetavat, Kallaya Puangkingkaew

Establishing an eco-friendly digital marketplace for the emerging generation

Language:

Jun Mikawa

A repeatable and adoptable prospecting method

Language:

Gustavo Alberto Nava Reynoso

Powerful questions will take you to the next level

Language:

Craig Palfrey, CFP

10 strategies to maximize client engagement and business growth

Language:

Wang Jinghuan

Achieving 11 consecutive years of Court of the Table through retirement planning

Language:

3 - 4 p.m.

Focus Sessions

Assawapat Assawaboonyawat, CFP, FChFP

3 fundamental steps in financial planning for professional market categories

Language:

Regina Bedoya, CLU, ChFC, Fernando A. Gomez

Panel discussion: Between a mentor and a mentee: The success story of a dynamic team

Language:

Tim Daniel Clairmont, MSFS, LACP

Trust, goals and passionate ambivalence: Mastering the art of authentic advising

Language:

Joseph Jordan

Purpose-driven retirement planning

Language:

Daisuke Kabata, Akiko Kawagoe

Panel discussion: How to turn the threat of AI into opportunities and build strong relationships with your clients

Language:

June Rong Rong Koh

Lighthouse branding: Elevating your practice through your tribe

Language:

Lin Bin

Upgraded file management for efficient closing

Language:

Hee Geun Park

Corporate collaboration consulting to grow from Court of the Table to Top of the Table

Language:

3 - 4 p.m.

MDRT Academy Session

(Exclusively for MDRT Academy members. Session presented in English only.)

Assawapat Assawaboonyawat, CFP, FChFP

3 fundamental steps in financial planning for professional market categories

Language:

Regina Bedoya, CLU, ChFC, Fernando A. Gomez

Panel discussion: Between a mentor and a mentee: The success story of a dynamic team

Language:

Tim Daniel Clairmont, MSFS, LACP

Trust, goals and passionate ambivalence: Mastering the art of authentic advising

Language:

Joseph Jordan

Purpose-driven retirement planning

Language:

Daisuke Kabata, Akiko Kawagoe

Panel discussion: How to turn the threat of AI into opportunities and build strong relationships with your clients

Language:

June Rong Rong Koh

Lighthouse branding: Elevating your practice through your tribe

Language:

Lin Bin

Upgraded file management for efficient closing

Language:

Hee Geun Park

Corporate collaboration consulting to grow from Court of the Table to Top of the Table

Language:

3 - 4 p.m.

MDRT Center for Field Leadership Sessions

Assawapat Assawaboonyawat, CFP, FChFP

3 fundamental steps in financial planning for professional market categories

Language:

Regina Bedoya, CLU, ChFC, Fernando A. Gomez

Panel discussion: Between a mentor and a mentee: The success story of a dynamic team

Language:

Tim Daniel Clairmont, MSFS, LACP

Trust, goals and passionate ambivalence: Mastering the art of authentic advising

Language:

Joseph Jordan

Purpose-driven retirement planning

Language:

Daisuke Kabata, Akiko Kawagoe

Panel discussion: How to turn the threat of AI into opportunities and build strong relationships with your clients

Language:

June Rong Rong Koh

Lighthouse branding: Elevating your practice through your tribe

Language:

Lin Bin

Upgraded file management for efficient closing

Language:

Hee Geun Park

Corporate collaboration consulting to grow from Court of the Table to Top of the Table

Language:

5 - 6 p.m.

Quarter Century Club

WEDNESDAY, JUNE 10

8:30 a.m. – 2 p.m.

Registration

7:30 – 9 a.m.

Court of the Table and Top of the Table Open Forum

9 – 10 a.m.

Quarter Century Club

9:30 a.m. – 2 p.m.

MDRT Foundation Booth

9:30 a.m. – 2 p.m.

ConneXion Zone, MDRT Member Benefits Hub and MDRT Store

9:30 – 10:30 a.m.

Focus Sessions

Theresa Callahan

If you want a better team, be a better leader

Language:

Wen Chun Chen, Lee Chi-Hsiang, Holly Xiao Yan Miao Brain, Haiyang Wang

Panel discussion: Managing a unified advisor brand

Language:

Seana Fardy, CFP, CLU, Dana Mitchell, CFP, CLU

Mentorship mastery: Building lasting connections and transforming practices through MDRT

Language:

Insuk Han

The shortest course to Top of the Table

Language:

Gordon Hoo

From success to fulfillment — the sustaining power for high achievers

Language:

Rodrigo Ibanez Barquet

Your life plan is like a flight plan

Language:

Theerawat Korkietanon

Strategies to grow and diversify the clientele of high-net-worth individuals and prominent figures

Language:

Toshihiro Mishima

To be chosen naturally by clients

Language:

Bobby James Ning, CFP, BA

Know them today or lose them tomorrow: Strategies for keeping your clients' next generation in your practice

Language:

Bipin Savla

Mindset matters: Redefining perspectives on retirement planning

Language:

11 a.m. – 12 p.m.

Focus Sessions

Gareth James Chalk, Dip PFS

Utilizing AI and automation to reduce stress and improve productivity

Language:

Rickson Joel D'Souza

12x Top of the Table with a 46-day summer vacation

Language:

Salzina Cruzinha Fernandes

Dividing your target market into approachable groups

Language:

Carlos Fernandez

Undertaking a business metamorphosis: Transform your leadership and open yourself to innovation

Language:

Amy Florian

Improve your skills with clients experiencing grief, loss and transition

Language:

Bernard Lim

The estate planning revolution: Where human wisdom meets artificial intelligence

Language:

Shizuko Ozaki

Referrals arise from either emotions, trust or advocacy

Language:

Jidapa Srimuang, CFP, LUTCF

The transformation from a Thai national gymnast to a nationally accredited professional financial planner

Language:

Junghun Suh

Mind Control

Language:

Jiawei Zhang, Ph.D.

Corporate inheritance and innovation drive a new insurance sales model

Language:

1 – 4 p.m.

Main Platform

Coach Micheal Burt

Activating the prey drive

Language:

Derek Wong Tuck Kong

Scaling success: From 100 to 5,000 clients by building a team of specialists

Language:

Gregory B. Gagne, ChFC

Recognition of Immediate Past President Gregory B. Gagne, ChFC

Language:

Felipe Gomez

Virtuoso

Language:

Márta Borbála Király

AI helped me save a life

Language:

Simon D. Lister, Dip PFS

Nominee Acceptance Speech

Language:

Jaslyn Ng, CLU, ChFC/S

Unlock the secret formula to lifelong referrals: Never run out of clients again

Language:

Dr. Robert Waldinger

What actually makes us happy? Lessons from the longest study of human life

Language:

Schedule is subject to change.

Program

Sessions

MAIN PLATFORM

Focus Sessions

ConneXion Zone®

Special Sessions

Launch to Excellence

Special Session Luncheons

Court of the Table and Top of the Table Program*

Court of the Table and Top of the Table Open Forum*

MDRT Center for Field Leadership sessions*

MDRT Academy sessions*

Full Schedule

SATURDAY, JUNE 6

SUNDAY, JUNE 7

Danielle J. Genier, CLU, CFP

Mentoring hard and fast: A proven approach for building resilient teams

Marcela Berdugo

The power of authenticity: Connecting beyond the screens

Hsin Yu Chen

The path to a Whole Person life

Robert Cullen, FSCP, MBA

Panel discussion: How to talk about MDRT with your clients

Marcelo H. De Rada

5 key principles to achieve Top of the Table

Julianne Hertel, CLU, CHFC

Panel discussion: How to talk about MDRT with your clients

Sunduck Chung

Engage with clients through newsletters

Seana Fardy, CFP, CLU

Panel discussion: Mentorship mastery: Building lasting connections and transforming practices through MDRT

Hsin-hua Hsu

From holistic life to holistic retirement

Luis Arturo Juárez Morales

How to grow your business by 10

Aaron Kane, B Bus, AFA

5 traits of a profitable advisory firm

Dana Mitchell, CFP, CLU

Panel discussion: Mentorship mastery: Building lasting connections and transforming practices through MDRT

Kittipong Buranachalermpong

The power of service beyond expectations

Tim Daniel Clairmont, MSFS, LACP

MDRT Academy session: Break through to the next level

Hyunju Lee

Utilizing MDRT

Alfredo Roberto Martínez Cantu

From prospect to client: The art of effective follow-up

Ee Boon Ong, CLU®/S, ChFC®/S

3 Ps of sales that can lead to qualifying for MDRT year after year

Fuyuki Igarashi

Communicate the needs for inheritance planning

Sofía Alethia Ledesma Rodriguez

The power of the mind: Visualization and projection

Bryan Phang, BBA, AEPP

Building an MDRT culture of excellence with the MDRT Family of Brands

Kwanchanok Sikiwat

The power of asking the right questions

Yu-Han Wang

Influence life by life

Naotake Bessho, MBA, AFP

Fostering high-quality mentees

David Blake

Panel discussion: How the MDRT Family of Brands can be a resource in each phase of your professional journey

Kyriakos Chatzistefanou, DMS, CMI

Panel discussion: How the MDRT Family of Brands can be a resource in each phase of your professional journey

Josele Alejandro Romo Barajas

How to attract prospects daily on social media

Ryan Salonia

From burnout to breakthrough: The power of a positive mindset

Chris Stark, FICP, CLTC

Panel discussion: How the MDRT Family of Brands can be a resource in each phase of your professional journey

Xia Wu

Failure is not the end, but the beginning of sales

Jane Lim

Turning adversity into advantage: Mastering resilience in work and life

Zhenrong Jeremy Tian, CLU®/S ChFC®/S

Embracing the new age of financial planning

Min-Hong Tsai

How Gen Z insurance professionals can master cross-generational management for post-war baby boom generation

Nuttawut Chutipong