議程

完整日程

6 月 21 日(星期六)

11:00 - 18:00
註冊開放
11:00 - 17:00
交流區開放 (此日無會議)
View Sessions
11:00 - 16:00
百萬圓桌基金會展位開放
11:00 - 17:00
百萬圓桌商店及百萬圓桌會員福利展位開放
16:30 - 17:30
PGA 志願者啟動儀式和專案小組分組

6 月 22 日(星期日)

09:00 - 18:30
註冊開放
10:00 - 17:00
交流區開放(會議將於 11:00 開始)
More Information to come
10:00 - 17:00
百萬圓桌商店及百萬圓桌會員福利展位開放
10:00 - 18:00
百萬圓桌基金會展位開放
12:30 - 15:00
內閣會員和頂尖會員接待會(僅限 2025 年內閣會員和 2025 年頂尖會員參加)
15:00 - 16:00
「卓越首航」會議
17:30 - 19:00
主場會議
More Information to come

6 月 23 日(星期一)

07:00 - 16:00
註冊開放
08:00 - 11:00
主場會議

Alessandro M. Forte, CFP, FCII

MDRT Foundation

百萬圓桌基金會

Carol Kheng, ChFC

Presidential Address

會長致辭

Kate Moynihan

Nicholas Thompson

The future of being human

人類的未來

11:00 - 17:00
交流區開放(會議將於 11:30 開始)

Alessandro M. Forte, CFP, FCII

Questions you wished you had known to ask

Alphil J. Guilaran, CFBA, CFWA

The 3 pillars of retirement readiness

11:00 - 17:00
百萬圓桌商店、百萬圓桌基金會展位及百萬圓桌會員福利展位開放
11:30 - 13:00
特別午餐會(憑票入場活動。會議僅使用英文發言。)
13:30 - 14:30
焦點會議

Seok Hoon An

Doctor markets, I can do it too

Tamsin Astor, Ph.D.

Manage your mindset to communicate in a digital world

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

Asvin Chauhan, MIFP, DipFA

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

如何建立高業績團隊,讓他們的強項與您互補

Janet Huaracha Magana

How to turn your referrals into your ambassadors

Ryosuke Kambara

Continue to excel as a life insurance specialist

Paritosh Pathak

Unlock your next level of growth with strategic networking

Surawut Pattanabandit

Overcoming obstacles to attain success

Augustine Boon Kheong Seah, BSc

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

Zeng Shao Hua

The logic of selling whole life insurance

終身壽險的銷售邏輯

13:30 - 14:30
MDRT Center for Field Leadership 會議(僅限 MDRT Center for Field Leadership 成員參加。會議僅使用英文發言。)

Carlyle Fletcher, CLU

Improve your hiring and supersize your results

15:00 - 16:00
焦點會議

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

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

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

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

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

Panida Krueawiwattanakul, Panupon Vungvilai, AFP

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

Joo Hwan Lee

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

Mio Umezawa

How to achieve remarkable results and develop the habit of reflection

Xuan Yang

Embracing AI is the choice of the times

擁抱 AI 是時代的選擇

15:00 - 16:00
MDRT Center for Field Leadership 會議(僅限 MDRT Center for Field Leadership 成員參加。會議僅使用英文發言。)

Kelli J. McCauley

Purpose, people and profit: How top leaders inspire excellence

16:00 - 17:30
MDRT Center for Field Leadership 接待及頒獎儀式(僅限 MDRT Center for Field Leadership 成員參加)
17:00 - 18:00
四分之壹世紀俱樂部
(僅限會齡 25 年或以上的百萬圓桌會員參加。)
17:30 - 18:30
頂尖會員接待會(僅限 2025 年頂尖會員參加。)

6 月 24 日(星期二)

07:30 - 16:00
註冊開放
08:00 - 11:00
主場會議

John F. Nichols, MSM, CLU

Incoming Presidential Address

新任會長致辭

11:00 - 17:00
交流區開放(會議將於 11:30 開始)

Rima Antonios, BCA

Panel discussion: The first MDRT book club in Europe

Kyriakos Chatzistefanou, DMS, CMI

Panel discussion: The first MDRT book club in Europe

Sarah Hogan, FPFS

Panel discussion: The first MDRT book club in Europe

Avraam Pekris

Panel discussion: The first MDRT book club in Europe

Svetlana Plitin-Tamaviciene

Panel discussion: The first MDRT book club in Europe

11:00 - 17:00
百萬圓桌商店、百萬圓桌基金會展位及百萬圓桌會員福利展位開放
11:30 - 13:00
特別午餐會
(預付門票活動,註冊時需另付費用。會議僅使用英文發言。不提供傳譯服務。)
13:30 - 14:30
焦點會議

Hyeon Ho Kang

How are you preparing for your retirement income solutions?

Varisa Maneetavat, Kallaya Puangkingkaew

Establishing an eco-friendly digital marketplace for the emerging generation

Craig Palfrey, CFP

10 strategies to maximize client engagement and business growth

客戶互動及業務增長最大化的 10 個策略

Wang Jinghuan

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

透過養老規劃實現連續 11 年 COT

13:30 - 14:30
MDRT Center for Field Leadership 會議(僅限 MDRT Center for Field Leadership 成員參加。會議僅使用英文發言。)

Kelli J. McCauley, Godofredo III Batas Peteza, Yolen Sada

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

15:00 - 16:00
焦點會議

Assawapat Assawaboonyawat, CFP, FChFP

3 fundamental steps in financial planning for professional market categories

Regina Bedoya, CLU, ChFC, Fernando A. Gomez

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

Joseph Jordan

Purpose-driven retirement planning

使命為本的退休規劃

Daisuke Kabata, Akiko Kawagoe

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

June Rong Rong Koh

Lighthouse branding: Elevating your practice through your tribe

Lin Bin

Upgraded file management for efficient closing

升級檔案管理高效簽單

Hee Geun Park

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

15:00 - 16:00
MDRT Center for Field Leadership 會議(僅限 MDRT Center for Field Leadership 成員參加。會議僅使用英文發言。)

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

17:00 - 18:00
四分之壹世紀俱樂部(僅限會齡 25 年或以上的會員參加。)

6 月 25 日(星期三)

08:30 - 14:00
註冊開放
07:30 - 09:00
內閣會員及頂尖會員公開論壇(僅限 2025 年內閣會員和 2025 年頂尖會員參加。)
09:00 - 10:00
四分之壹世紀俱樂部(僅限會齡 25 年或以上的會員參加。)
09:30 - 10:30
焦點會議

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

Panel discussion: Managing a unified advisor brand

小組研討:經營統一的顧問品牌

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

Mentorship mastery: Building lasting connections and transforming practices through MDRT

掌握大師級指導能力:透過百萬圓桌建立長久連繫和成功轉型的業務

Rodrigo Ibanez Barquet

Your life plan is like a flight plan

Theerawat Korkietanon

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

Bobby James Ning, CFP, BA

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

Bipin Nemchand Savla

Mindset matters: Redefining perspectives on retirement planning

09:30 - 14:00
交流區開放(此日無會議)
09:30 - 14:00
百萬圓桌商店、百萬圓桌基金會展位及百萬圓桌會員福利展位開放
11:00 - 12:00
焦點會議

Shane E. Westhoelter, AEP, CLU

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

Rickson Joel D'Souza

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

Salzina Cruzinha Fernandes

Dividing your target market into approachable groups

Shizuko Ozaki

Referrals arise from either emotions, trust or advocacy

Jidapa Srimuang, CFP, LUTCF

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

Junghun Suh

Mind Control

Jiawei Zhang, Ph.D.

Corporate inheritance and innovation drive a new insurance sales model

企業傳承創新驅動保險新銷售模型

13:00 - 16:00
主場會議

Gregory B. Gagne, ChFC

Recognition of Immediate Past President Gregory B. Gagne, ChFC

表揚卸任會長 Gregory B. Gagne,ChFC

Simon D. Lister, Dip PFS

Nominee Acceptance Speech

獲提名人任命致辭

日程可能隨時變更
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會議

百萬圓桌年會為與會者提供以下形式的會議安排

主場會議

作為百萬圓桌年會的最大舞台,主場會議將由思想領袖及知名演講者帶來發人深省的精彩內容,主題圍繞銷售及業務策略,以及工作與生活平衡等,全部皆與金融服務業息息相關。

主場會議亦設有百萬圓桌開講環節,這些節奏明快的會議邀請了會員分享創新業務概念,主題緊扣業績、客戶互動策略及商業實務等。

Main Platform: Thought leaders and renowned speakers share inspirational stories and industry content covering topics relevant to financial services, sales strategies, business practices, and work-life balance.

MDRT Speaks: A highlight of the meeting, these fast-paced sessions feature MDRT members sharing innovative and creative business concepts delivered in a variety of presentation formats. Come away with ideas to improve your productivity, client engagement strategies, and business practices.

Executive Committee Addresses: Hear from your MDRT Executive Committee, including the 2024 Presidential Address.

MDRT Foundation: Learn about the 2024 charity partner and the continued impact our MDRT Foundation is making across the globe.

Main Platform Conversations: An in-depth conversation between an MDRT leader and a featured speaker.

焦點會議

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。

交流區

交流區這個饒富趣味且活力十足的區域,薈萃直擊主題的精彩演講,以及一系列與會員同儕交際聯誼的機會,可謂會議期間的核心活動重地。締結終身友誼、與同儕交流聯誼、拍照打卡並分享至社交媒體,並與演講者展開熱情討論。交流區設有逾 75 場會議,將為您帶來無數解決方案及前沿理念,讓您回家後立即付諸實踐。

特別會議

註冊參加特別會議,在百萬圓桌年會期間收穫特別獨家內容,無疑是錦上添花的妙事一樁。
*設有會員資格要求;建議預先註冊。
**預付門票活動,註冊時需另付費用。

「卓越首航」會議:不論您是新會員或首次出席年會,只要參加這場引人入勝的啟動儀式,您都可與來自世界各地的會員建立連繫,共同慶祝彼此所取得的成就,藉此充分善用會員資格,享受最圓滿的會議體驗。雖然此會議專為新加入百萬圓桌頭五年及初次參加百萬圓桌會議的會員而設,但是亦開放予所有與會者參加。

**特別午餐會:與行業專家同席暢談,深入探討相關主題。提供收費午餐。
(這些會議僅使用英文發言。)

*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 2025 年內閣會員和 2025 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 分鐘的會議期間交流與互動,並參與他們關心的主題談話。
(此活動僅開放予 2025 年內閣會員和 2025 年頂尖會員參加。)

MDRT Center for Field Leadership 會議:這四場特別會議專為金融服務業的前線和在家辦公室領袖而設。薈萃團隊管理策略,充分體現「百萬圓桌卓越文化獎」所推崇的價值,您將在領導力之旅中加速前行,並與 MDRT Center 的其他成員建立連繫。
(這些會議使用英文發言。恕不提供傳譯。)

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