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2025年MDRTアニュアル・ミーティングの公式言語は英語です。MDRTは会議登録の際に50名以上が同一言語の通訳を希望した場合、メイン・プラットフォームと一部のフォーカス・セッションおよびスペシャル・セッションに最大12言語まで同時通訳を提供します。会議登録の際に同時通訳にもお申し込みください。同時通訳をリクエストできるのは2025年4月27日までです。 

Anthony Matthews Jones, BSc (Hons), QFA

Wexford
,
,
Ireland
合計会員回数：
19
コート・オブ・ザ・テーブル：
18
トップ・オブ・ザ・テーブル：
14

Anthony Matthews Jones, BSc (Hons), QFA, is a sought-after speaker who has presented at MDRT events as well as other major conferences all over the world. He is an active MDRT member and is passionate about sharing his expertise and strategies with his fellow financial advisors.

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Panel discussion: Study group your way to success

Anthony Matthews Jones, BSc (Hons), QFA
セッションの種類：
フォーカス・セッション
講演の言語：
英語
セッション日：
2026年6月10日（水曜）
開始時間:
11:00 am
Wednesday, June 10, 2026
Jones
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Gestión de Negocios
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言語：
英語
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Why is it important to create or join study groups among MDRT members? Several members with study group experience share how they have gained knowledge and experience from their MDRT colleagues, as well as the experience of their international peer group and how they collaborated to write and publish a book.

Anthony Matthews Jones, BSc (Hons), QFA; Priti Ajit Kucheria, LUTCF, CFP; S Indresh Kumar Jain; Plabita Priyadarshi; Gail Singh, FCCA, FSCP

Wexford
,
,
Ireland
合計会員回数：
コート・オブ・ザ・テーブル：
トップ・オブ・ザ・テーブル：

Anthony Matthews Jones, BSc (Hons), QFA, is a sought-after speaker who has presented at MDRT events as well as other major conferences all over the world. He is an active MDRT member and is passionate about sharing his expertise and strategies with his fellow financial advisors.

Priti Ajit Kucheria, LUTCF, CFP, is the founding principal of Kucheria Financial Services LLP, a family office offering comprehensive financial planning services. As the top producer of her company for 24 years, Kucheria has received several awards for her accomplishments and has presented at many company events worldwide, inspiring and sharing her strategies with her fellow advisors. Kucheria has also served in various leadership roles on several committees and task forces for MDRT, including as Global Council Member of MCC and Trustee of the MDRT Foundation.

S. Indresh Kumar Jain is an experienced financial professional recognized for his commitment to collaborative growth and development within the financial services profession. He is known for his expertise in creating and leading successful study groups, where he emphasizes the importance of goal-sharing, mutual guidance and the exchange of practice management ideas. Kumar Jain advocates for the use of structured systems to foster higher performance.

Plabita Priyadarshi is chief advisor at Kotak Life Insurance Company Ltd. and has been in the financial services profession for 21 years, specializing in annuities and mutual funds. Priyadarshi is an active MDRT member and has received numerous awards for her accomplishments, such as being named Topmost Advisor at her company since 2005 and as one of the top 100 women in finance by the Association of International Wealth Management of India.

Gail Singh, FCCA, FSCP, is a financial strategist and chief executive officer of GMS Associates International Ltd. (incorporated with Guardian Life of the Caribbean Ltd). With more than 30 years of experience in auditing, accounting and finance, Singh is a certified chartered accountant, a certified quality manager, project management professional and a chartered insurance agency manager. She has received awards for Leadership in Quality Excellence and Outstanding Financial Strategy. Passionate about financial empowerment, Singh is dedicated to helping individuals and organizations pivot with purpose, plan strategically and achieve lasting success.

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Panel discussion: Study group your way to success

Anthony Matthews Jones, BSc (Hons), QFA; Priti Ajit Kucheria, LUTCF, CFP; S Indresh Kumar Jain; Plabita Priyadarshi; Gail Singh, FCCA, FSCP
セッションの種類：
フォーカス・セッション
講演の言語：
英語
セッション日：
2026年6月10日（水曜）
開始時間:
11:00 am
Wednesday, June 10, 2026
Jones; Kucheria; Jain; Priyadarshi; Singh
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Gestión de Negocios
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言語：
英語
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Why is it important to create or join study groups among MDRT members? Several members with study group experience share how they have gained knowledge and experience from their MDRT colleagues, as well as the experience of their international peer group and how they collaborated to write and publish a book.

Luis Arturo Juarez Morales

Michoacan
,
,
Mexico
合計会員回数：
14
コート・オブ・ザ・テーブル：
13
トップ・オブ・ザ・テーブル：
11

Luis Arturo Juárez Morales is managing partner at Arpro Seguros. Throughout his 15-year successful career as an insurance agent, he has specialized in estate planning. Previously, he held key management roles at Zurich Financial Services and Grupo Financiero Interacciones, among others. Over the past 12 years, Juárez Morales has established himself as New York Life Mexico's top agent.

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Sell higher premiums to achieve a more balanced life

Luis Arturo Juarez Morales
セッションの種類：
フォーカス・セッション
講演の言語：
スペイン語
セッション日：
2026年6月9日（火）
開始時間:
3:00 pm
Tuesday, June 9, 2026
Juarez Morales
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Persona Íntegra
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言語：
スペイン語
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Are you selling more but living less? Juárez Morales explains how to grow your premiums without sacrificing your time, health and relationships. Learn practical prospecting, positioning and closing strategies to attract higher-value clients, boost your income, lighten your operational workload and achieve outstanding financial results without neglecting your personal life.

Minoru Kanai

Hokkaido
,
,
Japan
合計会員回数：
18
コート・オブ・ザ・テーブル：
11
トップ・オブ・ザ・テーブル：
7

プルデンシャル生命保険株式会社 エグゼクティブ・ライフプランナー 。生命保険業界で20年のキャリアを持ち、とりわけオーナー経営者を対象とした相続対策、事業承継、福利厚生の分野を専門としています。 前職では医療機器メーカーに勤務し、循環器領域に携わっていました。医療分野で培った経験を活かし、顧客の人生や事業の継続性に寄り添ったライフ・プランニングを実践しています。 プルデンシャル生命保険株式会社のキヨ・サカグチ・ゴールデンハート・メモリアルアワード受賞。 全社コアバリュー賞 受賞 。札幌学院大学 法学部 卒業。

Minoru Kanai is an executive life planner at Prudential Life Insurance Company. With a 20-year career in the life insurance business, he specializes in estate/inheritance planning, business succession and employee benefits, particularly for business owners. Before joining the business, he worked for a medical device manufacturer, specializing in the cardiovascular field. The experience he cultivated in the medical field helped him transition to his life planning role, supporting his clients personally and their business continuity. He is a recipient of the Prudential Life Insurance Company's Kiyo Sakaguchi Golden Heart Memorial Award and his company-wide Core Value Award. He is a graduate of Sapporo Gakuin University, Faculty of Law.

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目的の力が人生の質を変える： 選択理論を活用した人間関係構築とビジョン形成

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

Minoru Kanai
セッションの種類：
フォーカス・セッション
講演の言語：
日本語
セッション日：
2026年6月8日（月）
開始時間:
3:00 pm
Monday, June 8, 2026
Kanai
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Persona Íntegra
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言語：
日本語
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顧客との人間関係を良好に構築していくために選択理論を活用してコミュニケーションをとることで相手の大切にしている価値観（理念）を引き出し、どの様な自分になっていきたいかを明確にすることができます。人生のビジョンを明確にするプロセスに関わり、相手の上質世界に入り、良好な人間関係を構築し、願望を明確にすることに関わることが大切です。 その上でファイナンシャル・アドバイザーとしてのキャリアを成功させる為には、先ずは自分の特徴を理解する自己分析が必要です。次に環境を選択し、どこで戦うかを選ぶこと。さらに自分を 磨くことで縦軸を伸ばす（器の拡張）ことを目指しています。この大切なポイントの本質を理解していただくきっかけを提供するセッションにします。

Encouraging clients to share their values can help define the person they aspire to become, Kanai says, as well as clarify their vision and build strong relationships. Discover how to engage this perspective in clients while expanding and refining your own capabilities as well.

Su-hyeon Kang

,
,
合計会員回数：
6
コート・オブ・ザ・テーブル：
トップ・オブ・ザ・テーブル：

Su-hyeon Kang is a professional consultant at Mirae Asset Financial Service. He specializes in life insurance consulting and wealth management portfolios and has eight years of experience in the financial services profession.

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The nation's best whole life sales role playing master class

Su-hyeon Kang
セッションの種類：
ConneXion Zone
講演の言語：
韓国語
セッション日：
2026年6月7日（日）
開始時間:
1:30 pm
Sunday, June 7, 2026
Kang
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言語：
韓国語
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Explore how to deliver greater value using death benefits and the financial utility of whole life insurance as retirement assets. Kang shares unique sales language and specific consulting know-how as well as strategies to deeply consider the essence of whole life insurance and how to apply it effectively to your practice.

Chul Kang

Seoul
,
,
Republic of Korea
合計会員回数：
12
コート・オブ・ザ・テーブル：
6
トップ・オブ・ザ・テーブル：
3

Chul Kang is an e-partner at Shinhan Life and CEO of FEEL Consulting. Kang has 14 years of experience in the financial services profession and specializes in online consulting and financial planning. He holds the Chartered Financial Consultant (ChFC) designation and was a featured speaker at the Korea Financial Planning Association's FP Conference in 2022 and 2025.

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All about online consulting for doctors

Chul Kang
セッションの種類：
フォーカス・セッション
講演の言語：
韓国語
セッション日：
2026年6月9日（火）
開始時間:
3:00 pm
Tuesday, June 9, 2026
Kang
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Marketing
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言語：
韓国語
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Learn how to build trust and secure high-value contracts with doctor clients using 100% online consultations. Kang shares his specific processes and know-how, from the first meeting and contracting to generating referrals through follow-up care.

Jocelyn Kau

Singapore
,
,
Singapore
合計会員回数：
9
コート・オブ・ザ・テーブル：
トップ・オブ・ザ・テーブル：

Jocelyn Kau is a five-time MDA award recipient. She is a senior wealth director at Prudential Financial Advisers Singapore, with 13 years of experience in financial services and eight in leadership. She holds an IBF Level 3 certification and leads a team of eight advisors, specializing in recruitment and Gen Z talent development.

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MDRT Center Speaks: Developing new advisors

Jocelyn Kau
セッションの種類：
グローバル・サービス
講演の言語：
英語
セッション日：
2026年6月8日（月）
開始時間:
3:00 pm
Monday, June 8, 2026
Kau
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言語：
英語
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Three agency leaders share techniques for building a team that evolves with you and stays long term as well as a 90-day onboarding plan that sets new advisors up for success. You'll also learn how to adapt your leadership style to young advisors and create a values-based culture.

Jocelyn Kau

,
,
合計会員回数：
9
コート・オブ・ザ・テーブル：
トップ・オブ・ザ・テーブル：

Jocelyn Kau is a five-time MDA award recipient. She is a senior wealth director at Prudential Financial Advisers Singapore, with 13 years of experience in financial services and eight in leadership. She holds an IBF Level 3 certification and leads a team of eight advisors, specializing in recruitment and Gen Z talent development.

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Using Excel to automate 80% of my financial planning work

Jocelyn Kau
セッションの種類：
ConneXion Zone
講演の言語：
英語
セッション日：
2026年6月7日（日）
開始時間:
1:00 pm
Sunday, June 7, 2026
Kau
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言語：
英語
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Kau explains how simple Excel formulas can turn a basic spreadsheet into the backbone of every client meeting, helping to keep discussions structured, capturing all necessary data and logging past records for seamless servicing. Live examples will ensure that you leave with the ability to create your own version of these formulas for immediate impact.

Jocelyn Kau; Diana Ng, B Bus, ChFC; Agnieszka Surowik

,
,
合計会員回数：
コート・オブ・ザ・テーブル：
トップ・オブ・ザ・テーブル：

Jocelyn Kau is a five-time MDA award recipient. She is a senior wealth director at Prudential Financial Advisers Singapore, with 13 years of experience in financial services and eight in leadership. She holds an IBF Level 3 certification and leads a team of eight advisors, specializing in recruitment and Gen Z talent development.

Diana Ng, B Bus, ChFC, is a 12-year MDRT member with three Court of the Table qualifications. With 15 years in financial services and a decade of corporate marketing experience, she brings strategic insight to her work. As a director at Prudential Assurance Company Singapore, Ng specializes in financial wellness and estate planning, leads a team of 19 advisors, and is passionate about developing confident, purpose-driven leaders.

Agnieszka Surowik is an expert in financial risk transfer, specializing in life and health protection, retirement solutions, business succession and cross-insurance for companies — integrating strategy with values and long-term responsibility. With 18 years of management and leadership experience and seven in sales, Surowik advanced from advisor to director to sales trainer within five years of joining the financial services profession. She achieved MDRT in her second year and is now an MDRT Center for Field Leadership member, supporting dozens of advisors in their development through the Millionaire Club at Prudential Poland.

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MDRT Center Speaks: Developing new advisors

Jocelyn Kau; Diana Ng, B Bus, ChFC; Agnieszka Surowik
セッションの種類：
グローバル・サービス
講演の言語：
英語
セッション日：
2026年6月8日（月）
開始時間:
3:00 pm
Monday, June 8, 2026
Kau; Ng; Surowik
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This is some text inside of a div block.
言語：
英語
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Three agency leaders share techniques for building a team that evolves with you and stays long term as well as a 90-day onboarding plan that sets new advisors up for success. You'll also learn how to adapt your leadership style to young advisors and create a values-based culture.

R. J. Kelly, AEP, MSFS

San Diego
,
CA
,
United States
合計会員回数：
46
コート・オブ・ザ・テーブル：
12
トップ・オブ・ザ・テーブル：
9

R.J. Kelly, AEP, MSFSは成功した起業家、専門家、そしてご家族の多様なニーズにお応えすることを専門とするWealth Legacy Group Inc.の創業者であり、チーフ・ビジョナリー・オフィサーです。彼の強みと才能は複雑で繊細な状況を素早く把握し、複雑なアイディアを分かりやすく伝える能力があり、そして他のアドバイザーが見落としたり軽視したり、あるいは気づかないようなことも包括的かつ学際的な手法を通じて統合的な解決策を見出す能力にあります。

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R.J. Kelly, AEP, MSFS, is thefounder and chief visionary officer of Wealth Legacy Group Inc., a firm thatspecializes in meeting the diverse needs of successful entrepreneurs,professionals and their families. His strengths and talents lie in his abilityto quickly grasp complicated and delicate situations, communicate complex ideasin easy-to-understand ways, and find integrated solutions for clients throughholistic and multidisciplinary methods that other advisors often overlook,dismiss or simply are not aware of.

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フォーカス・セッション パワーアワー

Focus Session Power Hour

R. J. Kelly, AEP, MSFS
セッションの種類：
フォーカス・セッション
講演の言語：
英語
セッション日：
2026年6月10日（水曜）
開始時間:
9:30 am
Wednesday, June 10, 2026
Kelly
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Asesoría a Clientes
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言語：
英語
日本語
中国語
タイ語
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60分間に8名の講師がすぐに実践できる斬新かつ実用的なアイディアをお届けします。すべての参加者に役立つ有益な戦略、事例、実践的な学びが詰まった非常に効果的な内容です。お見逃しなく。

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In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

Carol Kheng, ChFC

Singapore
,
,
Singapore
合計会員回数：
28
コート・オブ・ザ・テーブル：
6
トップ・オブ・ザ・テーブル：
5

Carol Kheng, ChFC, es la presidenta inmediata anterior de MDRT 2026. Kheng ha desempeñado diversos cargos en el Comité Ejecutivo de MDRT desde 2022. Anteriormente, ocupó el cargo de vicepresidenta divisional para el comité de arreglos generales de programación de la Conferencia Global de MDRT en 2019 y para el comité de recursos para los miembros, división de gestión de negocios de MDRT en 2009. Kheng también formó parte del consejo fiduciario de la Fundación MDRT, en donde es Caballero Diamante. Kheng es asesora financiera especializada de Prudential Assurance Company Singapore, donde fue miembro fundador y presidenta de su Club MDRT.

Carol Kheng, ChFC, is the 2026 Immediate Past President of MDRT. She has served in multiple roles on the MDRT Executive Committee since 2022. She previously served as Divisional Vice President for MDRT Global Conference Program General Arrangements in 2019 and for MDRT’s Member Resources — Practice Management Division in 2009. Kheng also has served on the Board of Trustees of the MDRT Foundation, for which she is a Diamond Knight. Kheng is a master financial consultant with Prudential Assurance Company Singapore, where she was the founding member and chairperson of its MDRT Club.

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Reconocimiento a la presidenta inmediata anterior Carol Kheng, ChFC

Recognition of Immediate Past President Carol Kheng, ChFC

Carol Kheng, ChFC
セッションの種類：
メイン・プラットフォーム
講演の言語：
英語
セッション日：
2026年6月10日（水曜）
開始時間:
1:00 pm
Wednesday, June 10, 2026
Kheng
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言語：
英語
日本語
韓国語
中国語
スペイン語
タイ語
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DaiHui Kim

,
,
合計会員回数：
6
コート・オブ・ザ・テーブル：
トップ・オブ・ザ・テーブル：

DaiHui Kim is a general partner and sales leader at Shinhan Life. Kim serves as Chair of the MDRT Day Division on the Shinhan MDRT Steering Committee and specializes in financial planning and risk management, spanning both property and casualty insurance and life insurance. Kim has been recognized for his outstanding performance and compliance as a certified insurance consultant by the Life Insurance Association of Korea.

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Beyond risk management: Becoming a lifelong partner

DaiHui Kim
セッションの種類：
ConneXion Zone
講演の言語：
韓国語
セッション日：
2026年6月9日（火）
開始時間:
12:00 pm
Tuesday, June 9, 2026
Kim
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言語：
韓国語
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Kim explores the journey of transitioning from general to life insurance and growing into a financial expert. Discover how to evolve from a risk-centered approach to a partnership that designs a client’s entire life while effectively communicating the essential value of life insurance.

Jung Hwan Kim

,
,
合計会員回数：
4
コート・オブ・ザ・テーブル：
トップ・オブ・ザ・テーブル：

Jung Hwan Kim is a financial services professional with extensive experience in asset transfer, inheritance and gift planning. Kim specializes in providing integrated solutions through collaboration with other professionals. Additionally, he provides financial management services for high-net-worth individuals through global asset allocation and dollar-based retirement planning strategies.

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Beyond sales: What we need to change

Jung Hwan Kim
セッションの種類：
ConneXion Zone
講演の言語：
韓国語
セッション日：
2026年6月9日（火）
開始時間:
11:30 am
Tuesday, June 9, 2026
Kim
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言語：
韓国語
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Kim discusses asset transfer and collaboration strategies derived from the Republic of Korea’s unique environment of high inheritance taxes and exchange rate volatility. He explains leveraging insurance value in high-tax markets and the importance of retirement planning with dollar assets while building trust and achievinge growth through collaboration with tax and legal professionals.

Sunhoo Kim

Seoul
,
,
Republic of Korea
合計会員回数：
12
コート・オブ・ザ・テーブル：
2
トップ・オブ・ザ・テーブル：
0

Sunhoo Kim is a dedicated financial professional recognized for innovative client networking strategies. By combining professional expertise with personal interests and hobbies, Kim has successfully expanded influence in the high-net-worth client market. His approach demonstrates how leveraging shared activities can build authentic relationships and enhance professional credibility.

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Growth strategy: Overcoming 2 career plateaus

Sunhoo Kim
セッションの種類：
フォーカス・セッション
講演の言語：
韓国語
セッション日：
2026年6月10日（水曜）
開始時間:
11:00 am
Wednesday, June 10, 2026
Kim
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Marketing
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言語：
韓国語
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Kim shares the journey of overcoming two career plateaus after transitioning from a focus on personal network sales to managing transferred clients and selling variable products, then moving through a doctor-specialist team and a managerial role. Learn the specific strategies used to turn challenges at each stage into growth opportunities.

Jun Young Kim

Seoul
,
,
Republic of Korea
合計会員回数：
5
コート・オブ・ザ・テーブル：
4
トップ・オブ・ザ・テーブル：
1

Jun Young Kim is a financial expert with 15 years of experience, including 10 years in investment and 5 years in insurance. Kim specializes in macroeconomic analysis and investment strategy planning. He previously worked on the financial management team at LG Group.

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Panel discussion: Top of the Table partnership built on listening, empathy and togetherness

Jun Young Kim
セッションの種類：
フォーカス・セッション
講演の言語：
韓国語
セッション日：
2026年6月9日（火）
開始時間:
1:30 pm
Tuesday, June 9, 2026
Kim
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Marketing
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言語：
韓国語
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Evolving technologies, new opportunities and constant distractions continue to reshape our perspectives and practices. MDRT members explore the enduring principles that define the profession and the standards advisors must uphold to preserve its true foundation.

Chi-Chin Kuan

,
,
合計会員回数：
9
コート・オブ・ザ・テーブル：
トップ・オブ・ザ・テーブル：

Chi-Chin Kuan serves as business assistant manager at Nan Shan Life Insurance with nine years of experience. His expertise spans comprehensive risk planning, retirement strategies and multigenerational wealth transfer.

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Multigenerational legacy — building an MDRT family

Chi-Chin Kuan
セッションの種類：
ConneXion Zone
講演の言語：
中国語
セッション日：
2026年6月7日（日）
開始時間:
11:00 am
Sunday, June 7, 2026
Kuan
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言語：
中国語
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Kuan shares how his mother, a 28-year industry veteran and MDRT Life member, guided both him and his father to become trusted financial advisors for clients. He demonstrates proven strategies for supporting clients throughout their financial journeys while embracing Whole Person principles.

Priti Ajit Kucheria, LUTCF, CFP

Mumbai
,
MH
,
India
合計会員回数：
25
コート・オブ・ザ・テーブル：
24
トップ・オブ・ザ・テーブル：
22

Priti Ajit Kucheria, LUTCF, CFP, is the founding principal of Kucheria Financial Services LLP, a family office offering comprehensive financial planning services. As the top producer of her company for 24 years, Kucheria has received several awards for her accomplishments and has presented at many company events worldwide, inspiring and sharing her strategies with her fellow advisors. Kucheria has also served in various leadership roles on several committees and task forces for MDRT, including as Global Council Member of MCC and Trustee of the MDRT Foundation.

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Panel discussion: Study group your way to success

Priti Ajit Kucheria, LUTCF, CFP
セッションの種類：
フォーカス・セッション
講演の言語：
英語
セッション日：
2026年6月10日（水曜）
開始時間:
11:00 am
Wednesday, June 10, 2026
Kucheria
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Gestión de Negocios
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言語：
英語
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Why is it important to create or join study groups among MDRT members? Several members with study group experience share how they have gained knowledge and experience from their MDRT colleagues, as well as the experience of their international peer group and how they collaborated to write and publish a book.

S Indresh Kumar Jain

Chennai
,
,
India
合計会員回数：
11
コート・オブ・ザ・テーブル：
2
トップ・オブ・ザ・テーブル：
0

S. Indresh Kumar Jain is an experienced financial professional recognized for his commitment to collaborative growth and development within the financial services profession. He is known for his expertise in creating and leading successful study groups, where he emphasizes the importance of goal-sharing, mutual guidance and the exchange of practice management ideas. Kumar Jain advocates for the use of structured systems to foster higher performance.

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Panel discussion: Study group your way to success

S Indresh Kumar Jain
セッションの種類：
フォーカス・セッション
講演の言語：
英語
セッション日：
2026年6月10日（水曜）
開始時間:
11:00 am
Wednesday, June 10, 2026
Kumar Jain
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Gestión de Negocios
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言語：
英語
No items found.

Why is it important to create or join study groups among MDRT members? Several members with study group experience share how they have gained knowledge and experience from their MDRT colleagues, as well as the experience of their international peer group and how they collaborated to write and publish a book.

Tzu Hao Kuo

Hsinchu County
,
,
Taiwan Area
合計会員回数：
9
コート・オブ・ザ・テーブル：
2
トップ・オブ・ザ・テーブル：
2

Tzu Hao Kuo served as the president of Taishin Life's 26th MDRT Promotion Association in 2024 and was a speaker at the 2023 MDRT Annual Meeting. He graduated from Ming Chuan University with a degree in accounting and is currently business director of the Primer Elite Team at Taishin Life Insurance, bringing 21 years of insurance experience with specialized expertise in financial, tax and risk management.

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Transforming sales power: Creating high-value life insurance sales through financial and tax expertise

Tzu Hao Kuo
セッションの種類：
フォーカス・セッション
講演の言語：
中国語
セッション日：
2026年6月10日（水曜）
開始時間:
9:30 am
Wednesday, June 10, 2026
Kuo
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Asesoría a Clientes
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言語：
中国語
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Kuo shares how to identify client pain points through needs analysis and combine financial and tax knowledge with product portfolio design to transform abstract protection into tangible value. He also teaches tactics to shift from insurance sales to wealth protection and solve problems through expertise rather than sales scripts.

Ming Hung Lai, RFC

Taichung City
,
,
Taiwan Area
合計会員回数：
9
コート・オブ・ザ・テーブル：
3
トップ・オブ・ザ・テーブル：
1

Ming Hung Lai, RFCは現在 Fueda Insurance Brokerageのディストリクト・マネージャーです。保険業界で22年の経験があり個人資産の承継、配偶者及び家族のウエルス・マネジメント、不動産相続、税務コンサルティング、信託計画、リタイアメント・プランが専門です。ホールパーソン・コンセプトの提唱者であり、台湾薬物防止協会のボランティア講師として薬物防止教育に携わっています。

Ming Hung Lai, RFC, currently serves as district manager at Fueda Insurance Brokerage. With 22 years of experience in the insurance industry, he specializes in personal asset succession, spousal and family wealth management, real estate distribution and inheritance, tax consulting, trust planning and retirement planning. He is also dedicated to promoting the Whole Person life and serves as a volunteer anti-drug education lecturer for the Taiwan Drug-Free Association.

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闇の中で立てた誓いがトップ・オブ・ザ・テーブルへのビジョンとなる

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

Ming Hung Lai, RFC
セッションの種類：
メイン・プラットフォーム
講演の言語：
中国語
セッション日：
2026年6月9日（火）
開始時間:
8:00 am
Tuesday, June 9, 2026
Lai
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Persona Íntegra
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言語：
中国語
英語
日本語
韓国語
スペイン語
タイ語
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Laiは2018年にバイク事故により脳損傷を負い生死をさまよい、左目を失明しました。2013年のMDRTアニュアル・ミーティングで見た一枚の写真から、長い間忘れていた目標を思い出し、絶望を乗り越えて新たな挑戦をする原動力となった経緯をお話します。

In 2018, Lai’s life-altering motorcycle accident resulted in a near-fatal brain injury and permanent blindness in his left eye. Hear how a rediscovered photo from the 2013 MDRT Annual Meeting sparked a powerful reminder of a long-forgotten goal and drove him to overcome despair and embrace challenges anew.

Panos Leledakis, LUTCF

Miami
,
FL
,
United States
合計会員回数：
8
コート・オブ・ザ・テーブル：
7
トップ・オブ・ザ・テーブル：
6

Panos Leledakis, LUTCF, hasbeen in the financial services profession for 25 years and is considered apioneer in the insurance industry. He is an insurance futurist and an expert indigital transformation, artificial intelligence, internet marketing strategies,automation, CRM, virtual and augmented reality, and cutting-edge technologiesin the insurance sector. As the inventor of two innovative software solutionsfor insurance needs analysis and financial planning, Leledakis has earned 11global innovation awards, holds a certification in “AI for Business” from theUniversity of Pennsylvania and is furthering his expertise in artificialintelligence through ongoing studies at MIT.

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Focus Session Power Hour

Panos Leledakis, LUTCF
セッションの種類：
フォーカス・セッション
講演の言語：
英語
セッション日：
2026年6月10日（水曜）
開始時間:
11:00 am
Wednesday, June 10, 2026
Leledakis
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Gestión de Negocios
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言語：
英語
韓国語
スペイン語
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In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

Jane Lim

Norwest
,
,
Australia
合計会員回数：
4
コート・オブ・ザ・テーブル：
0
トップ・オブ・ザ・テーブル：
0

Jane Lim is the founder anddirector of Prosper Financial Planning and has more than 15 years of globalexperience in financial services. She is passionate about helping her clientsbuild financial resilience and achieve financial freedom. Lim holds an MBA fromUNSW, where she received the 2022 Business School Dean’s Award for Service. Shealso holds a Master of Applied Finance from Macquarie University and a Bachelorof Business in financial planning from RMIT.

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Focus Session Power Hour

Jane Lim
セッションの種類：
フォーカス・セッション
講演の言語：
英語
セッション日：
2026年6月10日（水曜）
開始時間:
11:00 am
Wednesday, June 10, 2026
Lim
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Persona Íntegra
This is some text inside of a div block.
言語：
英語
韓国語
スペイン語
No items found.

In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

Natchanath Limpichai, BA

,
,
合計会員回数：
7
コート・オブ・ザ・テーブル：
トップ・オブ・ザ・テーブル：

Natchanath Limpichai, BA, is a regional manager of Dynamic Group at Chubb Life Assurance Public Co. Ltd. and the founder and CEO of Beyondsynergy, as well as the founder of the Wealthmate application. She has more than 14 years of experience in life insurance and financial planning, with areas of expertise in financial planning, advisor business development and professional standards enhancement. She serves as a committee member and curriculum working group member of GAMA Thailand and is a financial planning speaker for educational institutions. She has received the GAMA Award and the Thailand National Quality Award for professional excellence.

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3 stages of the sales process

Natchanath Limpichai, BA
セッションの種類：
ConneXion Zone
講演の言語：
タイ語
セッション日：
2026年6月8日（月）
開始時間:
12:30 pm
Monday, June 8, 2026
Limpichai
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言語：
タイ語
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Limpichai discusses a practical framework that helps sales professionals transition from product presenters to trusted advisors. The focus shifts from sales targets to client goals, emphasizing listening-led conversations, effective questioning and the “feel, felt, found” technique to address concerns. Learn how to turn financial solutions into long-term action plans, strengthen trust after policy delivery and build sustainable referrals through ongoing client engagement.

Mei Hung Lin, CFP

,
,
合計会員回数：
10
コート・オブ・ザ・テーブル：
3
トップ・オブ・ザ・テーブル：
2

Mei Hung Lin, CFP, serves as independent marketing director at Cathay Life Insurance with 27 years of distinguished service. Her achievements include the international trip qualifications for top producers, Overseas Peak membership and the IDA International Silver Dragon Award. Lin holds a master's degree.

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Baby boomer asset allocation essentials

Mei Hung Lin, CFP
セッションの種類：
ConneXion Zone
講演の言語：
中国語
セッション日：
2026年6月7日（日）
開始時間:
2:30 pm
Sunday, June 7, 2026
Lin
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This is some text inside of a div block.
言語：
中国語
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Lin examines five critical pillars of retirement asset management — strategic cash flow planning, health care and long-term care protection, wealth transfer architecture, investment diversification strategies and fraud prevention protocols — that are designed to help baby boomers secure confident retirements and smooth generational transitions.

Heather Lindsley, LUTCF, RICP

,
,
合計会員回数：
11
コート・オブ・ザ・テーブル：
6
トップ・オブ・ザ・テーブル：

Heather Lindsley, LUTCF, RICP, is a financial advisor and the owner of Guided Path Financial Services and Retirement Planning. She began her career in financial planning in 2004 with a captive insurance company and then moved to the independent world in 2013. She considers herself to be a holistic planner, making sure her clients’ entire financial forecasts are considered. She recently achieved MDRT Foundation Excalibur Knight Legion of Honor status and serves as Vice President of the MDRT Foundation Board of Trustees.

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The power of 1

Heather Lindsley, LUTCF, RICP
セッションの種類：
ConneXion Zone
講演の言語：
英語
セッション日：
2026年6月7日（日）
開始時間:
12:00 pm
Sunday, June 7, 2026
Lindsley
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This is some text inside of a div block.
言語：
英語
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It is possible to have a thriving business as a solo practitioner, Lindsley says. Learn how she maintains organization and a willingness to change so that her clients feel taken care of and motivated to send referrals that grow her business.

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