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

Mike Walsh

The AI-powered decade: The future favors the bold

Language:

3 – 4 p.m.

MDRT Foundation Knights Event

4 – 5 p.m.

Launch to Excellence

Juan Bendaña; John F. Nichols, MSM, CLU

Launch to Excellence

Language:

5 – 6:30 p.m.

Welcome Reception

MONDAY, JUNE 8

7 a.m. - 4 p.m.

Registration

8 - 11 a.m.

Main Platform

David C. Blake

MDRT Foundation & Room to Read

Language:

Dr. Geetha Murali

Making the impossible possible

Language:

John F. Nichols, MSM, CLU

Presidential Address

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

David C. Blake

MDRT Foundation & Room to Read

Language:

Dr. Geetha Murali

Making the impossible possible

Language:

John F. Nichols, MSM, CLU

Presidential Address

Language:

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

MDRT Academy Lunch

(Exclusively for MDRT Academy members.)

1:30 - 2:30 p.m.

Focus Sessions

Domenick D'Andrea, AIF, CRC

The myths advisors believe about social media, branding and reviews — and the realities that win trust

Language:

Akio Iida

Realize your ideal vision through marketing strategy and high aspirations

Language:

Alejandro German Pisano

Applying neuroscience to life insurance sales

Language:

Howard E. Sharfman

Climbing to the top: Proven strategies to grow, lead and future-proof your practice

Language:

Abraham F. Zaarour

Consulting mastery

Language:

1:30 - 2:30 p.m.

MDRT Academy Session

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

Domenick D'Andrea, AIF, CRC

The myths advisors believe about social media, branding and reviews — and the realities that win trust

Language:

Akio Iida

Realize your ideal vision through marketing strategy and high aspirations

Language:

Alejandro German Pisano

Applying neuroscience to life insurance sales

Language:

Howard E. Sharfman

Climbing to the top: Proven strategies to grow, lead and future-proof your practice

Language:

Abraham F. Zaarour

Consulting mastery

Language:

1:30 - 2:30 p.m.

MDRT Center for Field Leadership Sessions

More Information to come

3 – 4 p.m.

Focus Sessions

Denise Allard Serna

Panel discussion: From salesperson to leader: Transitioning to an entrepreneurial mindset

Language:

Minoru Kanai

The power of purpose transforms the quality of life: Building relationships and shaping vision using choice theory

Language:

Michael Morrow, CFP

The rules of money (60 ideas in 60 minutes)

Language:

Felippe Nardi

Making virtual workshops a signature part of your brand

Language:

Hyun Suk Oh

The 6 elements of a balanced life

Language:

Mongkol Tangmannaikit

Dare to fail

Language:

Catalina Vega

Panel discussion: From salesperson to leader: Transitioning to an entrepreneurial mindset

Language:

3 – 4 p.m.

MDRT Center for Field Leadership Sessions

More Information to come

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

Clay Gillespie, CFP, CLU

Incoming Presidential Address

Language:

Ming Hung Lai, RFC

A vow in darkness forged my vision for Top of the Table

Language:

Guy Mankey

No, I can't do that

Language:

Juli Y. McNeely, CFP, CLU

Unlocking your secret superpower: Creating a client advisory board

Language:

Kevin Miller; Marc Randolph

Main Platform Conversations

Language:

Yuichiro Nakamura

Building loyalty-driven marketing

Language:

Surawut Pattanabandit

Billionaire’s locksmith: The secret key lies in the heart

Language:

Paweł F. Skotnicki

3 referrals from every meeting

Language:

Eszylfie Taylor

Extraordinary versus ordinary advisors: How to stand out

Language:

Sanjay Tolani, Ph.D., MBA

Succession planning for bigger cases: From paperwork to peace

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

Morgan Housel

The psychology of money: How to change your clients’ lives and become their financial hero

Language:

1:30 - 2:30 p.m.

Focus Sessions

Magali Bernal

Panel discussion: The advisor's endless cycle: The key to prospecting, connecting and multiplying

Language:

Delia Brimmer

Panel discussion: The best MDRT book club that grew my practice

Language:

Dayra Irene Chavez

Panel discussion: The advisor's endless cycle: The key to prospecting, connecting and multiplying

Language:

John P. Foppe

Grit, goals and greatness: Breaking excuses and building vision

Language:

Alexandra de Jesus Garcia Yanez

Panel discussion: The advisor's endless cycle: The key to prospecting, connecting and multiplying

Language:

H. Adam Holt, ChFC, CFP

Investing in the original AI: Advisor intelligence

Language:

Ayumu Okabe

Let's hold a family meeting to discuss nursing care and inheritance planning

Language:

Mark D. Olson, CFP, MSFS

Panel discussion: The best MDRT book club that grew my practice

Language:

Irene Stolte, ChFC

Panel discussion: The best MDRT book club that grew my practice

Language:

Natnicha Thapthong

6 steps to retirement planning

Language:

Glen Alexander Winata

Why do they buy from me? Turning friends into clients through social media

Language:

1:30 - 2:30 p.m.

MDRT Academy Session

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

More Information to come

1:30 - 2:30 p.m.

MDRT Center for Field Leadership Sessions

More Information to come

3 - 4 p.m.

Focus Sessions

Kavita Bothra

Working with female clients: Building trust, influence and legacy

Language:

Ming-Fong Huang, CFP

Time management: Effectively organize your week

Language:

Luis Arturo Juarez Morales

Sell higher premiums to achieve a more balanced life

Language:

Chul Kang

All about online consulting for doctors

Language:

Edit Martonosi

Serve your industry, research niche markets, strengthen your business brand and become an insurance communicator

Language:

3 - 4 p.m.

MDRT Academy Session

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

More Information to come

3 - 4 p.m.

MDRT Center for Field Leadership Sessions

More Information to come

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

Aprilyn Chavez Geissler, LACP, CCP

Empowering women

Language:

Kosuke Ishihara

Continuing high performance with individual insurance

Language:

Montserrat Mureddu Gonzalez, FSCP

The psychology of money: A 6-meeting process to build trust with advanced markets

Language:

Jae Sung Park

Life insurance consulting through reverse thinking

Language:

Kotthanapat Thinbang

Panel discussion: Building advisors and business owners for the future

Language:

Brendan Clune Walsh

The referral advantage: Referrals, networking and centers of influence

Language:

11 a.m. – 12 p.m.

Focus Sessions

Anthony Matthews Jones, BSc (Hons), QFA

Panel discussion: Study group your way to success

Language:

Alejandro Marquez Espinosa, LCIC

Mindset: Motivation and resilience

Language:

Gail Singh, FCCA, FSCP

Panel discussion: Study group your way to success

Language:

1 – 4 p.m.

Main Platform

Carol Kheng, ChFC

Recognition of Immediate Past President Carol Kheng, ChFC

Language:

Brad J. Myers, ChFC

Nominee Acceptance Speech

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

Mike Walsh

The AI-powered decade: The future favors the bold

Juan Bendaña; John F. Nichols, MSM, CLU

Launch to Excellence

MONDAY, JUNE 8

David C. Blake

MDRT Foundation & Room to Read

Dr. Geetha Murali

Making the impossible possible

John F. Nichols, MSM, CLU

Presidential Address

David C. Blake

MDRT Foundation & Room to Read

Dr. Geetha Murali

Making the impossible possible

John F. Nichols, MSM, CLU

Presidential Address

Domenick D'Andrea, AIF, CRC

The myths advisors believe about social media, branding and reviews — and the realities that win trust

Akio Iida

Realize your ideal vision through marketing strategy and high aspirations

Alejandro German Pisano

Applying neuroscience to life insurance sales

Howard E. Sharfman

Climbing to the top: Proven strategies to grow, lead and future-proof your practice

Abraham F. Zaarour

Consulting mastery

Domenick D'Andrea, AIF, CRC

The myths advisors believe about social media, branding and reviews — and the realities that win trust

Akio Iida

Realize your ideal vision through marketing strategy and high aspirations

Alejandro German Pisano

Applying neuroscience to life insurance sales

Howard E. Sharfman

Climbing to the top: Proven strategies to grow, lead and future-proof your practice

Abraham F. Zaarour

Consulting mastery

Denise Allard Serna

Panel discussion: From salesperson to leader: Transitioning to an entrepreneurial mindset

Minoru Kanai

The power of purpose transforms the quality of life: Building relationships and shaping vision using choice theory

Michael Morrow, CFP

The rules of money (60 ideas in 60 minutes)

Felippe Nardi

Making virtual workshops a signature part of your brand

Hyun Suk Oh

The 6 elements of a balanced life

Mongkol Tangmannaikit

Dare to fail

Catalina Vega

Panel discussion: From salesperson to leader: Transitioning to an entrepreneurial mindset

TUESDAY, JUNE 9

Clay Gillespie, CFP, CLU

Incoming Presidential Address

Ming Hung Lai, RFC

A vow in darkness forged my vision for Top of the Table

Guy Mankey

No, I can't do that

Juli Y. McNeely, CFP, CLU

Unlocking your secret superpower: Creating a client advisory board

Kevin Miller; Marc Randolph

Main Platform Conversations

Yuichiro Nakamura

Building loyalty-driven marketing

Surawut Pattanabandit