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El inglés es el idioma oficial de la Reunión Anual de MDRT 2025. MDRT ofrecerá interpretación simultánea para las presentaciones de la Sesión Plenaria, ciertas Sesiones de Enfoque y sesiones especiales que se realicen en un idioma distinto al inglés cuando al menos 50 miembros registrados soliciten un mismo idioma, con un máximo de 12 idiomas disponibles. Las solicitudes de interpretación simultánea deben realizarse al momento del registro. La fecha límite para solicitar interpretación es el 27 de abril de 2025.

Influence life by life

Yu-Han Wang
Tipo de sesión:
Zona ConneXion
Idioma de la presentación:
Mandarín
Fecha de la sesión:
Domingo, 22 de junio de 2025
Hora de inicio:
12:30 pm
Wang
Idioma:
Mandarín
No items found.

Wang shares her tragic story of losing her 50-year-old mother when she was 25 and how this profound loss forced her to confront the fact that life should not be consumed entirely by work, which she is passionate about explaining to others.

Leverage social media for minimalist sales

Haiyang Wang
Tipo de sesión:
Zona ConneXion
Idioma de la presentación:
Mandarín
Fecha de la sesión:
Martes 24 de junio de 2025
Hora de inicio:
11:30 am
Wang
Idioma:
Mandarín
No items found.

In today's era of self-media, many insurance advisors are using different platforms to share their professional knowledge, empower insurance sales and expand new markets by developing their personal brand. Drawing on his extensive self-media success, Wang shares practical strategies that will benefit MDRT members worldwide.

Panel discussion: Managing a unified advisor brand

Haiyang Wang
Tipo de sesión:
Sesión de Enfoque
Idioma de la presentación:
Mandarín
Fecha de la sesión:
Miércoles 25 de junio de 2025
Hora de inicio:
9:30 am
Wang
Idioma:
Mandarín
No items found.

Through real-life case studies, this panel explores how advisors can establish a professional image from multiple perspectives, master strategies for online and offline brand synergetic development, and create personal brand value.

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

Wang Jinghuan
Tipo de sesión:
Sesión de Enfoque
Idioma de la presentación:
Mandarín
Fecha de la sesión:
Martes 24 de junio de 2025
Hora de inicio:
1:30 pm
Wang Jinghuan
Idioma:
Mandarín
No items found.

Based on the aging trend in China and lessons from Japan's experience, Wang Jinghuan explores how tailored services and personalized planning can effectively meet clients' retirement needs while emphasizing the value of long-term investments.

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

Shane E. Westhoelter, AEP, CLU
Tipo de sesión:
Sesión de Enfoque
Idioma de la presentación:
Inglés
Fecha de la sesión:
Lunes 23 de junio de 2025
Hora de inicio:
3:00 pm
Westhoelter
Idioma:
Inglés
Japonés
Español
No items found.

How can  anyone go from selling door to door to building a national brand that earns  USD 30 million each year? Westhoelter explains how to know which clients to  keep and which to give up, how to attract and empower the right people, and  more key strategies to drive enormous ongoing success.

Applying the local context to your retirement plan

Winston S. Williams, CLU, ChFC
Tipo de sesión:
Zona ConneXion
Idioma de la presentación:
Inglés
Fecha de la sesión:
Domingo, 22 de junio de 2025
Hora de inicio:
3:00 pm
Williams
Idioma:
Inglés
No items found.

Many individuals who attend global conferences are inundated with trends and developments that often ignore the unique circumstances of smaller, less developed economies. Williams shares how you can develop your recommendations to take note of these nuances, while including global trends and circumstances.

5 steps to develop a value-driven sales process

Wong Hui Delia
Tipo de sesión:
Zona ConneXion
Idioma de la presentación:
Inglés
Fecha de la sesión:
Domingo, 22 de junio de 2025
Hora de inicio:
2:00 pm
Wong Hui Delia
Idioma:
Inglés
No items found.

How can you establish yourself as a trusted advisor by communicating your values? Wong Hui Delia illustrates techniques that can improve relationships with clients and create a consistent stream of referrals.

Failure is not the end, but the beginning of sales

Xia Wu
Tipo de sesión:
Zona ConneXion
Idioma de la presentación:
Mandarín
Fecha de la sesión:
Domingo, 22 de junio de 2025
Hora de inicio:
1:00 pm
Wu
Idioma:
Mandarín
No items found.

While setbacks are an inevitable part of the sales process, they represent just one component of the broader journey. Wu suggests other aspects include adjusting your mindset in the face of rejection, making demand-oriented responses to challenges and utilizing KYC analysis tools for review.

Steady progress to reach new heights in insurance

Zuhua Wu
Tipo de sesión:
Zona ConneXion
Idioma de la presentación:
Mandarín
Fecha de la sesión:
Lunes 23 de junio de 2025
Hora de inicio:
3:30 pm
Wu
Idioma:
Mandarín
No items found.

Through continuous enhancement of her professional capabilities and service standards, Wu explains how she not only provides better protection for her clients but maintains her competitive edge in an evolving market. Discover strategies on how to make sustainable breakthrough, elevating from good to great and collectively building a stronger future for the insurance profession.

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

Dechathon Yanan
Tipo de sesión:
Zona ConneXion
Idioma de la presentación:
Tailandés
Fecha de la sesión:
Lunes 23 de junio de 2025
Hora de inicio:
2:30 pm
Yanan
Idioma:
Tailandés
No items found.

How can you successfully gather client information digitally to build satisfying online relationships — and then elevate them through in-person support? Yanan shares how to gather and manage data, segment leads and inquiries, and communicate effectively to create a strategy for all online and offline interactions.

Embracing AI is the choice of the times

Xuan Yang
Tipo de sesión:
Sesión de Enfoque
Idioma de la presentación:
Mandarín
Fecha de la sesión:
Lunes 23 de junio de 2025
Hora de inicio:
3:00 pm
Yang
Idioma:
Mandarín
No items found.

Yang analyzes the practical applications of AI technology in the insurance industry while sharing real-life case studies that enhance digital competitiveness.

Perseverancia en la crisis: proteger vidas, dejar legados

Perseverance in crisis: Protecting lives, leaving legacies

Fuji Yeo, AEPP, AFC
Tipo de sesión:
Sesión Plenaria
Idioma de la presentación:
Inglés
Fecha de la sesión:
Lunes 23 de junio de 2025
Hora de inicio:
8:00 am
Yeo
Idioma:
Inglés
Japonés
Coreano
Mandarín
Español
Tailandés
No items found.

Yeo shares a personal story of a challenging client experience that tested her resilience as a financial advisor. From being humiliated and facing rejection to handling her first death claim, Yeo learned powerful lessons about perseverance, the unpredictability of life and the urgency of financial planning — including how moments of crisis can become turning points toward securing the future.

Yeo comparte su experiencia con un cliente desafiante que puso a prueba su resiliencia como asesora financiera. De ser humillada y enfrentar el rechazo a gestionar su primera reclamación por fallecimiento, Yeo aprendió lecciones poderosas sobre la perseverancia, la imprevisibilidad de la vida y la urgencia de la planeación financiera, incluyendo cómo los momentos de crisis se convierten en puntos de inflexión para asegurar el futuro.

Unlock 250x growth with client mapping

Hui Hoon Yeoh
Tipo de sesión:
Zona ConneXion
Idioma de la presentación:
Inglés
Fecha de la sesión:
Lunes 23 de junio de 2025
Hora de inicio:
1:00 pm
Yeoh
Idioma:
Inglés
No items found.

Client mapping is a strategic tool that helps advisors visualize their clients’ networks and identify potential leads through personal and professional connections. Yeoh explains how to maximize opportunities by mapping/drawing out the relationships — family, friends, colleagues — to uncover new prospects and deepen existing ones.

Targeting the MZ generation through coverage analysis

Jung Yoojin
Tipo de sesión:
Zona ConneXion
Idioma de la presentación:
Coreano
Fecha de la sesión:
Martes 24 de junio de 2025
Hora de inicio:
12:00 pm
Yoojin
Idioma:
Coreano
No items found.

How do young clients in their 20s and 30s access information about insurance? Yoojin explores strategies for advisors to keep up with rapidly changing information channel trends and communicate effectively with younger generations. Learn how to meet young clients' needs, from coverage analysis to financial planning.

Which track will you take for lasting success?

Tomonori Yoshida
Tipo de sesión:
Zona ConneXion
Idioma de la presentación:
Japonés
Fecha de la sesión:
Martes 24 de junio de 2025
Hora de inicio:
11:30 am
Yoshida
Idioma:
Japonés
No items found.

With more than 30 years of experience in the life insurance business, Yoshida shares his insights that have significantly changed his way of thinking and behavior. He explains how focusing on the mindset and perspective is necessary to enjoy a long and successful career in this business.

The logic of selling whole life insurance

Zeng Shao Hua
Tipo de sesión:
Sesión de Enfoque
Idioma de la presentación:
Mandarín
Fecha de la sesión:
Lunes 23 de junio de 2025
Hora de inicio:
1:30 pm
Zeng Shao Hua
Idioma:
Mandarín
No items found.

Zeng Shao Hua analyzes the logic of high-net-worth clients' needs for whole life insurance, shares the key strategies for a successful closing and explains how to enhance your personal and professional skills in market promotion to achieve a life of meaningful value.

MDRT’s Whole Person concept

Atsushi Zeniya
Tipo de sesión:
Zona ConneXion
Idioma de la presentación:
Japonés
Fecha de la sesión:
Martes 24 de junio de 2025
Hora de inicio:
12:30 pm
Zeniya
Idioma:
Japonés
No items found.

Zeniya earned his first MDRT qualification purely through passion. He used to believe that healthy people don't get sick or die easily, but his perspective changed in 2011 when one of his clients died suddenly of acute leukemia. He shares how this turning point brought about a new belief and sense of mission that was soon engraved in his mind. This experience changed his attitude toward the business.

Corporate inheritance and innovation drive a new insurance sales model

Jiawei Zhang, Ph.D.
Tipo de sesión:
Sesión de Enfoque
Idioma de la presentación:
Mandarín
Fecha de la sesión:
Miércoles 25 de junio de 2025
Hora de inicio:
11:00 am
Zhang
Idioma:
Mandarín
No items found.

Selling is an art. Zhang shares how to stop being confined by the transaction amount and the renewal cycle so you can uncover the essence of clients' essential needs.

The power of choice

Sylvie di Giusto
Tipo de sesión:
Sesión especial con almuerzo
Idioma de la presentación:
Inglés
Fecha de la sesión:
Lunes 23 de junio de 2025
Hora de inicio:
12:00 pm
di Giusto
Idioma:
Inglés
No items found.

If you’ve ever made an off-the-cuff comment to a client that you later regretted, faced the fallout from a team member’s hasty decision and wondered How did this even happen? or walked into a boardroom and realized your presence wasn’t aligned with the impression you wanted to make, then you’ve experienced how operating on autopilot can unintentionally undermine trust and affect results instantly. With di Giusto’s insights, learn how to ensure your decisions are grounded in self-awareness, aligned with clients’ expectations, and always rooted in professional values and goals.

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