Program

Full Schedule

SATURDAY, JUNE 21

11 a.m. - 6 p.m.

Registration Open

11 a.m. - 5 p.m.

ConneXion Zone Open (No sessions this day)

View Sessions

11 a.m. – 4 p.m.

MDRT Foundation Booth Open

11 a.m. – 5 p.m.

MDRT Store and MDRT Member Benefits Hub Open

4:30 – 5:30 p.m.

PGA Volunteer Kickoff and Task Force Breakouts

SUNDAY, JUNE 22

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

Registration Open

10 a.m. - 5 p.m.

ConneXion Zone Open (Sessions begin at 11 a.m.)

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:

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:

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:

Sara Pardys

Panel discussion: How to talk about MDRT with your clients

Language:

Christopher Lynn Stark, FICP, CLTC

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

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 a legacy 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:

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:

Xia Wu

Failure is not the end, but the beginning of sales

Language:

Melisa Alejandra Corella Gastelum

Panel discussion: Foolproof strategies for countless referrals

Language:

Jane Lim

Turning adversity into advantage: Mastering resilience in work and life

Language:

Jazmín Veneranda Medrano Torres, APA

Panel discussion: Foolproof strategies for countless referrals

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:

Peter D. Graham

Making retirement a period of life worth having

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:

10 a.m. – 5 p.m.

MDRT Store and MDRT Member Benefits Hub Open

10 a.m. – 6 p.m.

MDRT Foundation Booth Open

12:30 – 3 p.m.

Court of the Table and Top of the Table Program and Reception (Exclusively for 2025 Court of the Table and 2025 Top of the Table members)

Will Guidara

Unreasonable Hospitality: How giving people more than they expect can get you to No. 1

Language:

3 – 4 p.m.

Launch to Excellence

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

Launch to Excellence

Language:

5:30 – 7 p.m.

Main Platform

More Information to come

MONDAY, JUNE 23

7 a.m. - 4 p.m.

Registration Open

8 - 11 a.m.

Main Platform

Alessandro M. Forte, CFP, FCII

MDRT Foundation

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:

11 a.m. - 5 p.m.

ConneXion Zone Open (Sessions begin at 11:30 a.m.)

Toshihiro Aoki

How to help your prospects truly understand the need for life insurance

Language:

Alessandro M. Forte, CFP, FCII

Questions you wished you had known to ask

Language:

Tony Gordon

Questions you wished you had known to ask

Language:

Jean Guan

Steps and staging for successful retirement planning

Language:

Lin Bin

Improve file management for efficient sales closure

Language:

Maria Teresa López Alcala, LUTCF, FSS

Promises fulfilled, lifelong clients

Language:

Ming-hsu Chen

Simple sales, infinite referrals

Language:

Bradford L. Elman, CLU, ChSNC

Business insurance planning: 7 sales in one

Language:

Seokwon Hong

How much is your day worth?

Language:

Ryosuke Kitaguchi

Heighten our human skills

Language:

Richard Dobson, CFP

Turning failure into feedback to survive and thrive

Language:

Kyu Sang Hwang

Do your parents have life insurance?

Language:

Weeradet Khongcharoensuk

From 500 per month to 5 million per year

Language:

Takashi Muto

How to maintain consistent performance in the worksite market for many years

Language:

Rodrigo Rivera Barba, LUTCF

Guaranteed sales: How to close 8 out of 10 deals

Language:

Wade A. Baldwin, CFP

From divorce to Top of the Table

Language:

Pakpoom Kaewtrakanwong, FChFP

Tips for mastering the art of persuasion

Language:

Chia-Cheng Kuo

Explain insurance through visual storytelling

Language:

Sergio Fernando Puente Calzada, FSCP, CLI

Business shielding

Language:

Hui Hoon Yeoh

Unlock 250x growth with client mapping

Language:

Douglas John Bennett, Dip PFS

Resilience, reinvention and rewards: Rising from life’s setbacks

Language:

Gustavo Alberto Nava Reynoso

Master the art of connecting

Language:

Erik Olivares Rodriguez, MBA

Working 24/7: When does your advisory business expire?

Language:

Elijah Tan

Referral psychology: Create endless referrals like turning on your tap

Language:

Laszlo Ivanizs

A 3-step action plan to recruit and onboard Gen Z

Language:

Paul Milbourne

Critical illness insurance: Basics and best practices

Language:

Aleyda Nelly Sánchez Garcia

The colors of transformation

Language:

Chee Kok Teh

Grasp online and offline opportunities

Language:

Szu Wei Chiu

Build script logic for personal and group operational excellence

Language:

Herman Colin, LUTCF, CLI

Beyond numbers: Whole Person

Language:

Dana Mitchell, CFP, CLU

The MDRT Academy and you: How to partner with the Academy for training success

Language:

Eszylfie Taylor

Objection-free sales process: 6 steps to increased productivity and retention

Language:

Sarutikorn Thansakun, Ph.D.

Engaging clients through compelling storytelling strategies

Language:

Mathew Thomas Fogarty, CFP, ADFP

Harnessing the power of accountability: Building trust and momentum while overcoming challenges together

Language:

Jonathan González Salgado

The emotional bank account: A tool for getting better referrals

Language:

Alphil J. Guilaran, CFBA, CFWA

The 3 pillars of retirement readiness

Language:

Sarah Hogan, FPFS

20 sales ideas in 20 minutes

Language:

Janet Huaracha Magana

How to turn your referrals into your ambassadors

Language:

Zuhua Wu

Steady progress to reach new heights in insurance

Language:

11 a.m. - 5 p.m.

MDRT Store, MDRT Foundation Booth and MDRT Member Benefits Hub Open

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

Special Session Luncheon (Ticketed event. Session presented in English only.)

Sylvie di Giusto

The power of choice

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, William J. Rossi, CFP, ChFC

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 Boon Kheong 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 (Exclusively for MDRT Center for Field Leadership members. Session presented in English only.)

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, 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:

Xuan Yang

Embracing AI is the choice of the times

Language:

3 – 4 p.m.

MDRT Center for Field Leadership Sessions (Exclusively for MDRT Center for Field Leadership members. Session presented in English only.)

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 (Exclusively for MDRT Center for Field Leadership members.)

5 - 6 p.m.

Quarter Century Club
‍(Exclusively for MDRT members with 25-plus years of membership.)

5:30 - 6:30 p.m.

Top of the Table Reception (Exclusively for 2025 Top of the Table members.)

TUESDAY, JUNE 24

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

Registration Open

8 - 11 a.m.

Main Platform

John F. Nichols, MSM, CLU

Incoming Presidential Address

Language:

11 a.m. - 5 p.m.

ConneXion Zone Open (Sessions begin at 11:30 a.m.)

Rima Antonios, BCA

Panel discussion: The first MDRT book club in Europe

Language:

Kyriakos Chatzistefanou, DMS, CMI

Panel discussion: The first MDRT book club in Europe

Language:

Sarah Hogan, FPFS

Panel discussion: The first MDRT book club in Europe

Language:

Supawich Jedeetha, CFP

Market development strategies through comprehensive financial planning

Language:

Hye Ok Kim

Cultivating gratitude in pioneering new markets

Language:

Avraam Pekris

Panel discussion: The first MDRT book club in Europe

Language:

Svetlana Plitin-Tamaviciene

Panel discussion: The first MDRT book club in Europe

Language:

Pawel F. Skotnicki

Panel discussion: The first MDRT book club in Europe

Language:

Tomonori Yoshida

Which track will you take for lasting success?

Language:

Wen Chun Chen

How to become the brightest star

Language:

Eunice Díaz Ledezma

Staying motivated in challenging times

Language:

Laura Patricia Rodríguez Cardenas

Build trust and grow your leads

Language:

Jung Yoojin

Targeting the MZ generation through coverage analysis

Language:

Rickson Joel D'Souza

12x Top of the Table with 4 new clients each year

Language:

Karolos Vasiliou Markouizos Sr., RPS, EBC

7 simple, game-changing actions for your relationships with clients

Language:

Montserrat Mureddu Gonzalez

Success and balance: How to be a Court of the Table member, a dedicated mom and work part time

Language:

Issaree Tunwilaikul

Strategies for planning pension taxation

Language:

Atsushi Zeniya

MDRT’s Whole Person concept

Language:

Maria Fernanda Alpuche

Filtering prospects on social media

Language:

Guillermo Casillas Covarrubias

The secrets behind Top of the Table

Language:

Ayumu Nakajima

How to win the hearts of customers with P&C insurance stories

Language:

Colin L.J. Ong, CLU, ChFC

Overcoming adversity and aspiring toward a Whole Person life

Language:

Dechathon Yanan

Unknown online customer service and care: Building on MDRT qualification to Court of the Table

Language:

Amanda Cassar, MFP, AFP

Protecting vulnerable clients: Safeguarding financial futures

Language:

Anthony J. Longley, LUTCF, IFA

The power of mentoring for both mentors and mentees

Language:

Isela Quiñones Arreola

Challenging conventions: An inspirational mother and leader in the insurance profession

Language:

Kevin J. Garza, FICF, MCom (IS)

Putting the personal in personal branding

Language:

Douglas Enrique Gómez, AFP, LUTCF

Winning strategies: How to optimize annual reviews

Language:

Simran Dhillon, ADFS, B Comm

How to get your clients engaged and buying, then how to keep them engaged and paying

Language:

Lee Chi-Hsiang, CFP, MSF

Build your insurance life circle

Language:

Xavier Shengyuan Chen, B Bus, ChFC

The golden circle process for critical illness

Language:

Márta Borbála Király

A 3-step magic formula for successful webinars

Language:

Haiyang Wang

Leverage social media for minimalist sales

Language:

11 a.m. - 5 p.m.

MDRT Store, MDRT Foundation Booth and MDRT Member Benefits Hub Open

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

Special Session Luncheon
(Ticketed event. Session presented in English only.)

Erik Qualman

Digital leadership and AI: Leveraging co-intelligence to artificial relevance

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 Center for Field Leadership Sessions (Exclusively for MDRT Center for Field Leadership members. Session presented in English only.)

Kelli J. McCauley, Godofredo III Batas Peteza, Yolen Sada, Gwendolyn Tan, BSc (Hons) ChFC®/S

Panel discussion: Inspire, lead and grow your agency team

Mei Yun Gwendolyn Tan, BSc (Hons), ChFC®/S

Panel discussion: Inspire, lead and grow your agency team

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:

Syed Kazim Raza Zaidi

Goal setting: Planning to live your life your way

Language:

3 - 4 p.m.

MDRT Center for Field Leadership Sessions (Exclusively for MDRT Center for Field Leadership members. Session presented in English only.)

Ana Daniela Morosanu

MDRT Center Speaks: Converting your advisors to MDRT using data and empathy

Ana Daniela Morosanu, Augustine Boon Kheong Seah, BSc, Christopher Lynn Stark, FICF, CLTC

MDRT Center Speaks: Converting your advisors to MDRT using data and empathy

5 - 6 p.m.

Quarter Century Club (Exclusively for members with 25-plus years of membership.)

WEDNESDAY, JUNE 25

8:30 a.m. – 2 p.m.

Registration Open

7:30 – 9 a.m.

Court of the Table and Top of the Table Open Forum (Exclusively for 2025 Court of the Table and 2025 Top of the Table members.)

9 – 10 a.m.

Quarter Century Club (Exclusively for members with 25-plus years of membership.)

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 Nemchand Savla

Mindset matters: Redefining perspectives on retirement planning

Language:

9:30 a.m. – 2 p.m.

ConneXion Zone Open (No sessions this day)

9:30 a.m. – 2 p.m.

MDRT Store, MDRT Foundation Booth and MDRT Member Benefits Hub Open

11 a.m. – 12 p.m.

Focus Sessions

Shane E. Westhoelter, AEP, CLU

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

Language:

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

Gregory B. Gagne, ChFC

Recognition of Immediate Past President Gregory B. Gagne, ChFC

Language:

Simon D. Lister, Dip PFS

Nominee Acceptance Speech

Language:

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 100 sessions in six languages 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.
**Prepaid ticketed event, at additional cost at time of registration.

Launch to Excellence: Whether you are a new member or attending the Annual Meeting for the first time, you will connect with members from across the globe at this engaging kickoff session designed to celebrate your achievements and help you maximize your membership and meeting experience. Though designed for members in their first five years of membership and those new to attending MDRT meetings, this session is open to all meeting attendees.

**Special Session Luncheons: Join industry experts for a deeper exploration of relevant topics. (These sessions are presented in English only.)

*Court of the Table and Top of the Table Program: Enhance your meeting experience with fellow Court of the Table and Top of the Table members at this exclusive session.
‍(This event is open to 2025 Court of the Table and 2025 Top of the Table members only.)

*Court of the Table and Top of the Table Open Forum: Court of the Table and Top of the Table members will have an opportunity to connect and engage in conversations about subjects that matter to them during this 90-minute session.
(This event is open to 2025 Court of the Table and 2025 Top of the Table members only.)

MDRT Center for Field Leadership sessions: These four special sessions are targeted for field and home office leaders in financial services. Packed with team management strategies and aligned with the MDRT Culture of Excellence Award criteria, you will accelerate your leadership journey and connect with fellow MDRT Center members.
(These sessions are presented in English. Interpretation is not offered.)

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