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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。 

Avraam Pekris, BSc, MBA

Larnaca
,
,
Cyprus
合計会員回数：
コート・オブ・ザ・テーブル：
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Avraam Pekris, BSc, MBA, is the CEO and founder of Huminance Insurance Agents and Consultants. He has more than 20 years of experience in the financial services profession and specializes in leadership development, recruitment and building exceptional agency cultures. An actuary by training, Pekris holds first-class honors from the London School of Economics and Political Science and an MBA from the Cyprus International Institute of Management.

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Start fast, retain for years: A people-led, AI-reinforced onboarding program

Avraam Pekris, BSc, MBA
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9日（火）
開始時間:
Pekris
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言語：
英語
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AI is more than using ChatGPT for interview questions. Two leaders who have successfully integrated AI into their recruiting and training strategies share a blueprint for identifying and using tools to refine and streamline processes in agency management.

Katarzyna Pilczuk

Tuchom
,
,
Poland
合計会員回数：
8
コート・オブ・ザ・テーブル：
トップ・オブ・ザ・テーブル：

Katarzyna Pilczuk is a financial advisor, team leader and trainer with more than 15 years of experience in the financial services profession. She specializes in working with premium clients, increasing sales effectiveness and developing strong advisory teams while also mentoring advisors and building leaders. As founder and former president of the Polish Association of Recommended Insurance Advisors, Pilczuk helped increase MDRT membership in Poland more than tenfold in five years.

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Juggling it all: Career, clients and life — real talk from women advisors

Katarzyna Pilczuk
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8日（月）
開始時間:
Pilczuk
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言語：
英語
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Four female MDRT members unite for an honest conversation about managing successful practices while navigating life beyond the office. They share practical strategies for staying motivated, setting boundaries and prioritizing what matters most while balancing multiple roles.

Alejandro German Pisano

INGENIERO MASCHWITZ / ESCOBAR / BUENOS AIRES
,
,
Argentina
合計会員回数：
3
コート・オブ・ザ・テーブル：
1
トップ・オブ・ザ・テーブル：
0

Alejandro German Pisano is the founder and CEO of Startup Group Consultores en Seguros, a brokerage firm specializing in personal and group insurance. He started his career in the insurance industry more than 3 decades ago as an independent insurance advisor. Throughout his prominent career, he has received numerous awards from leading insurance companies. In addition to his role as an agent, Pisano is a lecturer and mentor to insurance agents, sharing his extensive knowledge and experience. He currently serves as MDRT Company Chair for Life Seguros.

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Applying neuroscience to life insurance sales

Alejandro German Pisano
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8日（月）
開始時間:
Pisano
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Marketing
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言語：
スペイン語
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Combining science, storytelling and real-life cases, Pisano offers an innovative, easy-to-implement approach to boost your effectiveness when selling life insurance. Learn how the client’s brain functions when faced with complex decisions, which words trigger resistance and which pave the way for action, and how to connect emotionally without pressure.

Svetlana Plitin-Tamaviciene

Vilnius, LT
,
,
Lithuania
合計会員回数：
9
コート・オブ・ザ・テーブル：
6
トップ・オブ・ザ・テーブル：
1

To come

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Focus Session Power Hour

Svetlana Plitin-Tamaviciene
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:
Plitin-Tamaviciene
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Persona Íntegra
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言語：
英語
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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.

Mark Pollock

Dublin
,
Leinster
,
Ireland
合計会員回数：
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Mark Pollockはリーダーとチームの回復力を強化しパフォーマンスを最適化し、効果的に協働することで想像以上の成果を達成するよう促します。1998年に失明してからもPollockは冒険アスリートとして活躍し、ウルトラ耐久レースに出場しました。そして南極点へのレースを完走した初の視覚障害者となりました。2010年には転倒により左半身麻痺となりましたが麻痺治療の実現に向けて1億米ドルを超える共同研究を推進しています。Wings for Lifeのアンバサダーを務め、クリストファー・リーブ基金の理事として活躍しています。また “Blind Man Walking” および “Unbreakable — The Mark Pollock Story” としてドキュメンタリーに取り上げられました。

Mark Pollock inspires leaders and their teams to build resilience, optimize performance and collaborate effectively to achieve more than they thought possible. Unbroken by blindness in 1998, Pollock became an adventure athlete, competing in ultra-endurance races, and the first blind person to race to the South Pole. Since 2010, left paralyzed by a fall, he has catalyzed collaborations worth over USD 100 million to help cure paralysis. He is a Wings for Life ambassador, was on the board of the Christopher & Dana Reeve Foundation and is the subject of the documentaries “Blind Man Walking” and “Unbreakable — The Mark Pollock Story.”

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困難に選ばれたら

When the challenge chooses you

Mark Pollock
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：
開始時間:
Pollock
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言語：
英語
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時には自ら困難を選ぶこともあれば、時に困難に選ばれてしまうこともあります。そういった状況にどう対峙する決断を下すかが肝心だとPollockは述べます。プレッシャーの中でも回復力のある考え方を保ち、困難を好機に変えて、想像以上に多くのことを達成する方法を説明します。

Sometimes we choose our challenges, and sometimes our challenges choose us. What we decide to do about them, Pollock says, is what counts. He explains how to maintain a resilient mindset under pressure and turn challenges into opportunities to achieve more than you thought possible.

Thomas Pourlidas

Thessaloniki
,
,
Greece
合計会員回数：
5
コート・オブ・ザ・テーブル：
トップ・オブ・ザ・テーブル：

Thomas Pourlidas has been an insurance agent with NN Hellas since 2005, specializing in financial and insurance planning advisory services. He holds financial planning certifications SQF levels 3 and 4 from EFICERT, as well as a diploma in sales management from the University of Piraeus and the Hellenic Insurance Institute EIAS. He is a long-standing member of the Circle of Successful Life Insurance Agents and Hellenic Financial Planners Association and received the “G. Skalingos” award for ethics in 2014, the highest distinction given to professionals who demonstrate exceptional integrity, professionalism, collegial spirit and outstanding performance.

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Choose the uphill

Thomas Pourlidas
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:
Pourlidas
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言語：
英語
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Pourlidas draws on his experience as an ultra-distance runner, an advisor and a father to share stories that highlight the power of positivity, healthy habits and a genuine love for what you do. What connects people, he says, are the values they carry, and it is uphill where they truly grow.

PowerHour1 PowerHour1

,
,
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CLOSE

Focus Session Power Hour

PowerHour1 PowerHour1
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:
PowerHour1
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言語：
英語
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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.

PowerHour2 PowerHour2

,
,
合計会員回数：
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CLOSE

Focus Session Power Hour

PowerHour2 PowerHour2
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:
PowerHour2
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言語：
英語
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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.

Plabita Priyadarshi

Mumbai
,
,
India
合計会員回数：
13
コート・オブ・ザ・テーブル：
13
トップ・オブ・ザ・テーブル：
6

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.

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Panel discussion: Study group your way to success

Plabita Priyadarshi
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:
Priyadarshi
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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.

Marc Randolph

Santa Cruz
,
California
,
USA
合計会員回数：
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Marc Randolphはシリコンバレーのベテラン起業家、アドバイザー、投資家です。Netflixの共同創業者であり初代CEOとして、2億7500万人以上の加入者を擁するサービスへと成長させ、世界のメディア体験を根本的に変える基盤の多くを築きました。Randolphは他にスタートアップを6社を設立または共同設立し、数百名の初期段階の起業家を指導し、数十のテクノロジー・ベンチャーを成功に導き、支援してきました。国際的なベストセラー自伝『不可能を可能にせよ：Netflix成功の流儀』の著者であり、Appleトップ10ポッドキャスト“That Will Never Work”のホストを務めています。

Marc Randolph is a veteran Silicon Valley entrepreneur, advisor and investor. As co-founder and first CEO of Netflix, he laid much of the groundwork for a service that’s grown to more than 275 million subscribers, fundamentally altering how the world experiences media. Randolph has founded or co-founded six other successful startups, mentored hundreds of early-stage entrepreneurs and helped seed dozens of successful tech ventures. He is the author of the international bestseller memoir, “That Will Never Work: The Birth of Netflix and the Amazing Life of an Idea,” and host of the top 10 Apple podcast “That Will Never Work.”

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メイン・プラットフォーム・カンバセーション

Main Platform Conversations

Marc Randolph
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9日（火）
開始時間:
Randolph
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言語：
英語
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Ted Rusinoff

Stow
,
OH
,
United States
合計会員回数：
18
コート・オブ・ザ・テーブル：
14
トップ・オブ・ザ・テーブル：
13

Ted Rusinoff, はWealth Design Partnersのマネージング・パートナーです。30年にわたる専門家しての経験を通じてRusinoffは全米の数千に及ぶ個人および企業向けに、保険と投資資産をより効果的に管理する創造的な手法を確立してきました。オフィスを効果的に管理し、お客さまのニーズに応え、金融に関する知識を一般の方々に普及させるシステムや仕組みを構築する方法を編み出しました。これまでにAdvanced Association of Life Underwriters, The School of Life, The Best Practices SymposiumそしてMDRTで講演をしてきました。また2019年度MDRT Foundation会長を務め、エクスカリバー・ナイトの称号を有しています。

Ted Rusinoff is managing partner at Wealth Design Partners. With more than 30 years in the profession, Rusinoff has discovered creative ways to better manage insurance and investment assets for a significant community of individuals and businesses nationwide. He’s mastered how to build the systems and structures necessary to effectively manage an office, meet clients’ needs and educate the public on financial matters. He has spoken at industry leading events including MDRT EDGE and on Main Platform at the MDRT Annual Meeting. He served as the 2019 MDRT Foundation President and is an Excalibur Knight of the MDRT Foundation.

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パネル・ディスカッション：私を成長させてくれた最高のMDRTブッククラブ

Panel discussion: The best MDRT book club that grew my practice

Ted Rusinoff
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9日（火）
開始時間:
Rusinoff
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Gestión de Negocios
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言語：
英語
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MDRT会員4名が、「史上最高のブッククラブ」での経験をシェアします。気軽な会話が画期的な飛躍のきっかけとなった経緯を語ります。次の成功への鍵は新たな戦略ではなく、深い思考、強固なつながり、そして飛躍的な成長のきっかけとなるグループでの対話ではないでしょうか。

Four MDRT members share how their experiences in “The Best Book Club Ever” turned casual discussions into game-changing breakthroughs. What if the key to your next level of success wasn’t a new strategy — but a group conversation that becomes a catalyst for deeper thinking, stronger connections and exponential growth?

Ariadna Salazar Leon

Jalisco
,
,
Mexico
合計会員回数：
10
コート・オブ・ザ・テーブル：
5
トップ・オブ・ザ・テーブル：

Ariadna Salazar Leon has been an advisor in the financial industry for more than a decade, specializing in life and health insurance. In addition to her successful professional career, Salazar Leon co-authored the book "Eternity in a Conversation," hosts her own finance podcast and publishes content on her blog.

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Team and time management as factors for success

Ariadna Salazar Leon
セッションの種類：
ConneXion Zone
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:
Salazar Leon
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言語：
スペイン語
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Salazar Leon shares how she built a high-performance team — from recruitment to motivation — that allows her to focus on her greatest strength: being in front of the client. She explains how her time management philosophy has helped her achieve her goals, travel and enjoy her career without burning out.

Supaporn Samsittichok

Bangkok
,
,
Thailand
合計会員回数：
13
コート・オブ・ザ・テーブル：
11
トップ・オブ・ザ・テーブル：
2

Supaporn Samsittichok earned her bachelor’s degree in human resource management before beginning her career while simultaneously working as a life insurance agent with AIA for five years. She later transitioned to full-time agency work, accumulating 16 years of experience in the life insurance profession. She specializes in sales, service and planning employee benefits in health, critical illness, legacy and retirement. Throughout her career, she has received the National Quality Agent Award as well as the company’s Thailand of the Year distinction for many consecutive years to the present.

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From top performance to Top of the Table

Supaporn Samsittichok
セッションの種類：
フォーカス・セッション
講演の言語：
タイ語
セッション日：
2026年6月10日（水曜）
開始時間:
Samsittichok
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Marketing
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言語：
タイ語
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Building a market begins with asking who to sell to, what to sell, where to sell and how to sell. Samsittichok explains how this approach, along with daily client meetings that maintain and strengthen relationships and create trust-building activities, can increase your consistency, productivity and referability.

Nattakun Sandesh, CFP

Chonburi
,
,
Thailand
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：

Nattakun Sandesh, CFP, is a financial planner with extensive hands-on experience in delivering structured financial advisory services. He has developed more than 500 comprehensive financial plans for a diverse client base, including corporate employees, government officers, executives and business owners. His expertise focuses on transforming financial plans into actionable strategies clients can implement through a six-step financial planning process, from relationship building and data analysis to plan presentation and ongoing review. He emphasizes trust-building, insightful questioning and long-term client care to cultivate sustainable relationships, professional credibility and natural client referrals over time.

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Sales techniques through financial plans

Nattakun Sandesh, CFP
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7日（日）
開始時間:
Sandesh
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言語：
タイ語
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Sandesh shares his six-step financial planning technique, from relationship building and data gathering to analysis using the financial pyramid. The approach emphasizes open-ended questioning, starting with expenses to encourage dialogue and closing without pressure through clear action plans. Learn how to use yes–yes choices, document client responses, and conduct annual reviews to support confident decisions and long-term, trust-based client relationships.

Rodrigo Santana Leiva

San Luis Potosi
,
,
Mexico
合計会員回数：
7
コート・オブ・ザ・テーブル：
2
トップ・オブ・ザ・テーブル：

Rodrigo Santana Leiva entered the financial services industry in 2018 after failing to find professional development or growth in traditional jobs. Thanks to his outstanding performance in the life and health insurance fields, where he has specialized since the beginning of his career, he has received several awards from his company, GNP, where he also serves on the advisory board. In 2019, he opened his own firm, an extension of the family business in wealth protection started by his father, thereby consolidating his success and growth, as well as a solid specialization in personal lines.

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Sell easily, sell naturally

Rodrigo Santana Leiva
セッションの種類：
ConneXion Zone
講演の言語：
スペイン語
セッション日：
2026年6月7日（日）
開始時間:
Santana Leiva
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言語：
スペイン語
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Santana Leiva shares how to sell insurance authentically and without pressure. “Sell easily, sell naturally” is a practical guide to building trust, empathy and genuine relationships with clients. Discover how to turn everyday conversations into sales opportunities without forcing the process and staying true to your style.

Dandapani Satgunasingam

Nosara
,
Guanacaste
,
Costa Rica
合計会員回数：
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Dandapani Satgunasingamはヒンドゥー教の僧侶であり、起業家であり、また10年間修道僧として過ごしました。電気工学の学位を取得した後、すべてを捨てて出家し、厳格な自己鍛錬と精神修養に満ちた僧侶としての生活を選びました。現在のSatgunasingamの使命は人々が自己を掌握するための不変の手段を身につけられるよう支援し、揺るぎない集中力を育み、意図を持って生きることを助けることにあります。彼のTEDxトークは700万回以上再生され、その教えは120カ国以上で数万人の生徒に届き、アプリは14万回以上ダウンロードされています。

Dandapani Satgunasingam is a Hindu priest, entrepreneur and former monk of 10 years. After earning a degree in electrical engineering, he left it all behind to embrace a life of rigorous personal discipline and spiritual training as an ordained monk. Today, Satgunasingam’s mission is to empower people with timeless tools for self-mastery, helping them cultivate unwavering focus and live with intention. His TEDx talk has garnered more than 7 million views, his teachings have reached tens of thousands of students across more than 120 countries, and his app has been downloaded more than 140,000 times.

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目的意識のある人生

Living a purpose-focused life

Dandapani Satgunasingam
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：
開始時間:
Satgunasingam
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言語：
英語
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優先順位を一層明確にし、最も重要なことにエネルギーを集中させるには、どうすればよいでしょうか。Satgunasingamはご自身の目的を明確にし、最も重要な事項への投資方法を変革する4段階のフレームワークを共有します。

How can you bring clarity to your priorities and focus your energy on what matters most? Satgunasingam shares a four-step framework to define your purpose and transform the way you invest in what’s most important to you.

Manabu Satou

Tokyo
,
,
Japan
合計会員回数：
9
コート・オブ・ザ・テーブル：
5
トップ・オブ・ザ・テーブル：

佐藤学は2013年4月ソニー生命保険に入社。99%個人マーケットでほぼ紹介のご縁です。社内でも保障の高さはトップクラスです。

Manabu Satou joined Sony Life Insurance Company in 2013. Ninety-nine percent of his business are individuals, and nearly all come from referrals. He is one of the leading producers in his company in terms of the amount of protection.

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人生のリスクを伝えることで生まれる紹介

The referrals born from sharing my life’s story

Manabu Satou
セッションの種類：
ConneXion Zone
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:
Satou
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言語：
日本語
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運用しないリスクや長寿化による資産枯渇のリスクを伝えることが大切です。気付きと共感から「大切な人にも伝えてほしい」と自然に紹介が生まれます。紹介はお願いするものではなく、守りたい人を想う気持ちから広がるもの。そのノウハウをお伝えします。

It is important to communicate the risks of not investing and the risk of asset depletion due to longevity. Satao discusses how awareness and empathy result in natural referrals and recommendations because clients want to share the good experiences they had with their loved ones and friends. Referrals are not something you ask for, but something that spreads from the heartfelt desire to protect those you care about.

Nicolás Scalerandi

Capital Federal - Buenos AIRES
,
,
Argentina
合計会員回数：
1
コート・オブ・ザ・テーブル：
1
トップ・オブ・ザ・テーブル：

Nicolás Scalerandi is the CEO of Grupo BESTLIFE, a successful third-generation company within the insurance industry. As a professional advisor, he specializes in asset protection, commercial leadership, and memorable client service. Scalerandi volunteers and acts as an ambassador for Pequeños Pasos USA, a nonprofit organization dedicated to improving the lives of vulnerable families.

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The family legacy: Being memorable

Nicolás Scalerandi
セッションの種類：
ConneXion Zone
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:
Scalerandi
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言語：
スペイン語
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How can you transform your daily activities into a professional and personal legacy that transcends generations? Scalerandi shares, through his own story, the real impact of policies, the profession's true purpose and how, through memorable client interactions, he has built a community that recommends him across generations.

Paresh B. Shah, CFP

Jericho
,
NY
,
United States
合計会員回数：
18
コート・オブ・ザ・テーブル：
13
トップ・オブ・ザ・テーブル：
6

To come

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Focus Session Power Hour

Paresh B. Shah, 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:
Shah
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Persona Íntegra
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言語：
英語
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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.

Howard E. Sharfman

Chicago
,
IL
,
United States
合計会員回数：
31
コート・オブ・ザ・テーブル：
28
トップ・オブ・ザ・テーブル：
27

Howard E. Sharfman currently serves as senior managing director at NFP Insurance Solutions, where he specializes in complex wealth transfer and insurance planning for affluent families, entrepreneurs and executives. As the founder and CEO of FinFit Life, Sharfman leads a national movement dedicated to promoting both financial and physical wellness, with a vision of empowering thousands of advisors and insuring hundreds of thousands of clients worldwide. Ranked by Forbes as the No. 1 financial security professional in Illinois and No. 7 in the U.S., Sharfman has dedicated more than three decades to advising ultra-high-net-worth families, mentoring elite advisors and leading innovative firms.

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Climbing to the top: Proven strategies to grow, lead and future-proof your practice

Howard E. Sharfman
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8日（月）
開始時間:
Sharfman
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Gestión de Negocios
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言語：
英語
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Sharfman explains how to leverage AI and social media, craft effective succession plans, recruit the next generation of advisors, drive consistent referrals and host impactful events. Your takeaway: a step-by-step action plan for predictable growth, stronger relationships and a lasting legacy.

Ung Hee Shin

Gyeonggi-do
,
,
Republic of Korea
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：
0

Ung Hee Shin is a regional manager at Incar Financial Service and the CEO of Korea Financial Planning. Shin holds the Associate Financial Planner Korea (AFPK) designation and specializes in retirement planning and financial consulting.

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Retirement planning through past, present and future

Ung Hee Shin
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8日（月）
開始時間:
Shin
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Marketing
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言語：
韓国語
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Shin examines the evolution of pension systems from the Bismarck era and explores retirement planning consultation methods that reflect current economic and financial situations and changes in the AI era. He also uncovers effective storytelling techniques that leverage historical context and future outlook.

Gail Singh, FCCA, FSCP

Tunapuna
,
,
Trinidad and Tobago
合計会員回数：
13
コート・オブ・ザ・テーブル：
0
トップ・オブ・ザ・テーブル：
0

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

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:
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.

Voraseth Sinsophonphong

Pathumthani
,
,
Thailand
合計会員回数：
10
コート・オブ・ザ・テーブル：
6
トップ・オブ・ザ・テーブル：
2

Voraseth Sinsophonphong is a financial advisor and life insurance agent with extensive experience in the banking industry, beginning his career as a marketing officer before advancing to the position of bank manager within ten years. He later transitioned into full-time financial advisory work and has spent twelve years in the profession. He specializes in holistic financial planning, particularly investment planning. His achievements include top company awards such as Highest Premium, Second Place in Unit-Linked Premium, and the Top of the Year recognition for highest protection coverage at the agent level.

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Reaching HNW clients via referrals and engagement

Voraseth Sinsophonphong
セッションの種類：
フォーカス・セッション
講演の言語：
タイ語
セッション日：
2026年6月9日（火）
開始時間:
Sinsophonphong
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Marketing
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言語：
タイ語
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The transition to HNW clients does not come from chasing connections, Sinsophonphong says, but from taking exceptional care of existing small clients. Growth begins with the foundation already in place and continues steadily through meaningful referrals and engagement built on strong, lasting client relationships. He explains how genuine and consistent service creates trust, and how that trust becomes the key that opens the door to the HNW market.

Paweł F. Skotnicki

Warsaw
,
,
Poland
合計会員回数：
10
コート・オブ・ザ・テーブル：
4
トップ・オブ・ザ・テーブル：
1

Paweł F. Skotnickiは現在MCC、Zone 10 ヨーロッパのカントリー・チェアです。著書の “Before the Milk Spills” （ミルクがこぼれる前に）はベスト・セラーになりました。また、彼は「あなたのレガシー、 ファイナンシャル・プランニング入門」や「子どものための金融教育」など、複数の金融関連電子書籍を出版しており、MDRTのイベントや、世界中で多くの保険関連会議で講演をした経験があります。

Paweł F. Skotnicki is the current MDRT Country Chair for MCC, Zone 10 Europe, and is the author of the bestseller “Before the Milk Spills.” He has also published several financial e-books, including “Your Legacy — An Introduction to Estate Planning” and “Financial Education for Children,” and has spoken at various MDRT events as well as many insurance conferences around the world.

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面談で毎回3名のご紹介

3 referrals from every meeting

Paweł F. Skotnicki
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9日（火）
開始時間:
Skotnicki
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Marketing
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言語：
英語
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もし、契約をお預かりするたびにそのお客さまが知り合いに連絡することを勧めてくれる人たちがついてきたらどうでしょう？Skotnickiは包括的なバインダーにサービス契約書を入れ、お客さまの信頼と理解を育み、関係性の強化と業務拡大に寄与している手法を共有します。

What if every policy delivery included a group of trusted people who clients encouraged you to contact? Skotnicki shares how his comprehensive binder, and the service contract within, creates client trust and understanding that help strengthen relationships and expand his practice.

Tomas Skvarenina

Bratislava
,
,
Slovakia
合計会員回数：
16
コート・オブ・ザ・テーブル：
16
トップ・オブ・ザ・テーブル：
7

Tomas Skvarenina is a partner at Partners Group SK, an independent financial advisory company. With more than 24 years of experience in the financial services profession, Skvarenina has developed expertise not only in advising clients but in leading and developing advisory teams. He leads approximately 250 people across Slovakia, Bulgaria, Romania and China. His global and cross-cultural leadership roles allow him to offer insights for financial advisors working in diverse environments while empowering the next generation of financial leaders to build lasting, impactful teams that deliver for clients, teams and themselves.

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From 0 to 50 people within 5 years

Tomas Skvarenina
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8日（月）
開始時間:
Skvarenina
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言語：
英語
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How can you develop the new generation of financial advisors and create passive income opportunities? Skvarenina shares seven key principles to successfully build your team: knowledge, image, activities, regularity, competitiveness, passion and influencing your environment.

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