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The interpreted language session assignments listed are tentative.  English is the official language of the 2022 MDRT Annual Meeting. MDRT will provide simultaneous interpretation for Main Platform presentations and selected Focus Sessions when at least 50 registered members request a common language. Final determination of interpreted session options will be determined after May 9.

Link to current "Speaker" page

Ryan Avery

Denver
,
Colorado
,
USA
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

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.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

CLOSE

Go from A leader to THE leader

Ryan Avery
Session Type:
Main Platform
First-Timer Attendee Session
Language:
English
*Interpreted in:
日本語, 한국어, 简体中文, 繁體中文, Español, हिंदी, Português, ไทย
Date of Session:
Monday, June 27, 2022
Start Time:
9:20 am
Avery
This is some text inside of a div block.
Gestión de Negocios
English
Main Platform
English
Cantonese
Mandarin
Japanese
Korean
Content Track:
Practice Management

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.

Link to current "Speaker" page

Stephen Boswell, MBA

Greensboro
,
North Carolina
,
USA
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

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

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

CLOSE

Client acquisition in an increasingly digital world

Stephen Boswell, MBA
Session Type:
ConneXion Zone
First-Timer Attendee Session
Language:
English
*Interpreted in:
Date of Session:
Start Time:
Boswell
This is some text inside of a div block.
Marketing
English
ConneXion Zone
Cantonese
English
Hindi
Indonesian
Japanese
Content Track:
Marketing

Relationship-based marketing activities like networking and client events are coming back, although in different forms. At the same time, advisors are seeing more client-acquisition success than ever with digital marketing. In this session, learn how to find natural social prospecting opportunities in your community, leverage social networks for lead generation, and obtain quality referrals from clients and COIs.

Link to current "Speaker" page

Brad J. Myers

South Jordan
,
Utah
,
USA
Current Membership Year:
2022
Total Membership Years:
20
Court of the Table Honors:
11
Top of Table Honors:
3

Brad J. Myers is co-owner and founder of Granite Canyon Wealth Management, a firm that specializes in retirement income planning and employee benefits. Myers has held numerous volunteer positions within MDRT and is currently serving as Divisional Vice President of the Annual Meeting PGA. He is a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

CLOSE

First-time Attendee Session

Brad J. Myers
Session Type:
First Time Attendee Session
First-Timer Attendee Session
Language:
English
*Interpreted in:
日本語, 한국어, 简体中文, 繁體中文, Español, हिंदी, Português, ไทย
Date of Session:
Sunday, June 26, 2022
Start Time:
3:00 pm
Myers
This is some text inside of a div block.
English
First-Time Attendee Session
No items found.
Content Track:

Is this your first in-person MDRT meeting? Connect with fellow first-time attendees at this exclusive interactive session and learn how to best navigate the meeting. Hear from seasoned MDRT members along with guest speaker Kaplan Mobray, one of the world’s most dynamic and inspirational business speakers and award-winning author of “The 10Ks of Personal Branding.” Don’t miss out on this special experience with your colleagues that will celebrate your success, provide encouragement and last well beyond the meeting.

Link to current "Speaker" page

Cydney Kaplan

Los Angeles
,
California
,
USA
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

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.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

CLOSE

Brain Breaks

Cydney Kaplan
Session Type:
Main Platform
First-Timer Attendee Session
Language:
English
*Interpreted in:
日本語, 한국어, 简体中文, 繁體中文, Español, हिंदी, Português, ไทย
Date of Session:
Tuesday, June 28, 2022
Start Time:
8:25 am
Kaplan
This is some text inside of a div block.
English
Main Platform
No items found.
Content Track:

Magician Cydney Kaplan dazzles the audience with her slight-of-hand illusions and quick wit.

Link to current "Speaker" page

Brian D. Heckert, CLU, ChFC

Nashville
,
Illinois
,
USA
Current Membership Year:
2022
Total Membership Years:
34
Court of the Table Honors:
22
Top of Table Honors:
15

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.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

CLOSE

Main Platform Conversations

Brian D. Heckert, CLU, ChFC
Session Type:
Main Platform
First-Timer Attendee Session
Language:
English
*Interpreted in:
日本語, 한국어, 简体中文, 繁體中文, Español, हिंदी, Português, ไทย
Date of Session:
Tuesday, June 28, 2022
Start Time:
10:00 am
Heckert
This is some text inside of a div block.
English
Main Platform
No items found.
Content Track:

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.

Link to current "Speaker" page

Fumiko Miura

Kagoshima
,
,
Japan
Current Membership Year:
2022
Total Membership Years:
6
Court of the Table Honors:
2
Top of Table Honors:

Fumiko Miura, AFC, TLC, worked as an administrative staff member at a life insurance company and later as a sales representative before establishing Ajuga Whole Life K.K. as a financial advisor in 2012. Her company specializes in individual life insurance, business succession of medical institutions and enhancing the financial strengths of small- and medium-sized enterprises.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

CLOSE

The road to Toronto

Fumiko Miura
Session Type:
ConneXion Zone
First-Timer Attendee Session
Language:
Japanese
*Interpreted in:
Date of Session:
Start Time:
Miura
This is some text inside of a div block.
Persona Íntegra
Japanese
ConneXion Zone
No items found.
Content Track:
Whole Person

After switching careers from back-off staff to sales representative, Miura initially struggled. In this session, she shares how she learned from those experiences and ultimately qualified for MDRT, Court of the Table and then Top of the Table.

Link to current "Speaker" page

Jae Yong Kim

Seoul
,
,
Republic of Korea
Current Membership Year:
11
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

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.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

CLOSE

Family

Jae Yong Kim
Session Type:
ConneXion Zone
First-Timer Attendee Session
Language:
Korean
*Interpreted in:
Date of Session:
Start Time:
Kim
This is some text inside of a div block.
Persona Íntegra
Korean
ConneXion Zone
No items found.
Content Track:
Whole Person

Jae Yong Kim shares how his family came to understand the importance of insurance when they were faced with a fatal disease.

Link to current "Speaker" page

Nethan Jing Xiang Chew

,
,
Singapore
Current Membership Year:
2022
Total Membership Years:
3
Court of the Table Honors:
2
Top of Table Honors:
1

Nethan Jing Xiang Chew joined the financial services profession at 21 years old and became a branch director at 25. He was the top new advisor of ManuifeFA in 2015 and has been leading the top branch since 2018. He has grown his team from 36 to 150 financial advisors in Singapore and is the top director in both production and manpower.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

CLOSE

Building a record-breaking team while achieving Top of the Table

Nethan Jing Xiang Chew
Session Type:
ConneXion Zone
First-Timer Attendee Session
Language:
English
*Interpreted in:
Date of Session:
Start Time:
Chew
This is some text inside of a div block.
Gestión de Negocios
English
ConneXion Zone
No items found.
Content Track:
Practice Management

Chew reveals how he was able to grow his team from 36 to 150 advisors — comprising MDRT, Top of the Table and Court of the Table members — and what he does to effectively attract and manage talent.

Link to current "Speaker" page

Phensuda Methasan

Bangkok
,
,
Thailand
Current Membership Year:
2022
Total Membership Years:
7
Court of the Table Honors:
2
Top of Table Honors:

Phensuda Methasan is a financial planner and pioneer leader who has earned scholarships from her company to obtain bachelor’s and master’s degrees in the U.S. and Japan. A second generation advisor, she has qualified for annual conventions for 10 consecutive years.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

CLOSE

Inheritance planning ideas and my experience

Phensuda Methasan
Session Type:
ConneXion Zone
First-Timer Attendee Session
Language:
English
*Interpreted in:
Date of Session:
Start Time:
Methasan
This is some text inside of a div block.
Asesoría a Clientes
English
ConneXion Zone
No items found.
Content Track:
Advising Clients

Methasan shares valuable ideas and tips to educate your clients on inheritance planning, which is a service that must be offered to all clients, not just the wealthy ones.

Link to current "Speaker" page

Clorine Teo Yan Chuan

,
,
Singapore
Current Membership Year:
2022
Total Membership Years:
5
Court of the Table Honors:
1
Top of Table Honors:

Clorine Teo Yan Chaun has been in the financial services profession for 11 years and is the second generation of financial advisors in her family. Clorine is a frequent speaker at her team’s agency meetings and her “just do it” mindset has not only enabled her to build a successful career but also to establish close client relationships and a fulfilling life.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

CLOSE

Know your clients better than they know themselves

Clorine Teo Yan Chuan
Session Type:
ConneXion Zone
First-Timer Attendee Session
Language:
English
*Interpreted in:
Date of Session:
Start Time:
Chuan
This is some text inside of a div block.
Asesoría a Clientes
English
ConneXion Zone
No items found.
Content Track:
Advising Clients

Clorine explains how properly assessing clients’ financial health can provide them with great insight, establish a trusting relationship and allow you to anticipate their needs even before they are aware of them.

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