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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。 

Overcoming adversity and aspiring toward a Whole Person life

Colin L.J. Ong, CLU, ChFC
セッションの種類:
ConneXion Zone
講演の言語:
英語
セッション日:
2025年6月24日(火)
開始時間:
1:00 pm
Tuesday, June 24, 2025
Ong
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Persona Íntegra
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言語:
英語
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For most of his career, Ong’s focus on work came at the expense of his personal life. He shares how he has shifted toward a more balanced life in recent years and how you can prioritize both the personal and professional relationships in your life.

闇の中の光: 心温まるつながりから学ぶ

The light in the darkness: Lessons from heartfelt connections

Candice Ong
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:
2025年6月24日(火)
開始時間:
8:00 am
Tuesday, June 24, 2025
Ong
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Persona Íntegra
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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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金融取引、顧客サービス、給付金対応を超えて、どうすれば付加価値を提供できるでしょう。Ongは意義があることに加えて崇高な大義のために多様なコミュニティの人々を団結させることで目覚ましい成果をもたらした有機的で創造的な取り組みを共有します。

How can we add value beyond financial transactions, client servicing and even claims? Ong shares organic, creative initiatives that not only held profound meaning but also united people from diverse communities in support of a noble cause, yielding remarkable results.

紹介は感動、信頼、応援のどれか

Referrals arise from either emotions, trust or advocacy

Shizuko Ozaki
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:
2025年6月25日(水曜)
開始時間:
11:00 am
Wednesday, June 25, 2025
Ozaki
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言語:
日本語
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お客さまからご紹介を頂ける時はお客様が感動か信頼か応援したい!のどれかの気持ちになっている時です。入社1~5年の新人時代、5~15年の中堅時代、15年以上のベテラン時代それぞれのキャリアに応じて、どのように活動し、ご紹介を頂き、TOTを10回達成したかをお伝えします。

Clients refer us only when they are moved, trust us or are willing to support us. Ozaki shares her experiences during the early years (one to five years), developed phase (five to 15 years) and veteran phase (15-plus years) of her career, and what enabled her to qualify for Top of the Table 10 times.

10 strategies to maximize client engagement and business growth

Craig Palfrey, 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:
2025年6月24日(火)
開始時間:
1:30 pm
Tuesday, June 24, 2025
Palfrey
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言語:
英語
韓国語
中国語
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How can you exceed client expectations, strengthen relationships and future-proof your practice? Palfrey explains 10 transformative ways to control the financial journey, communicate effectively and build a thriving practice without having to prospect again.

Panel discussion: Unity in diversity

R. Sepalika Panagoda, MFA
セッションの種類:
フォーカス・セッション
講演の言語:
ヒンディ語
セッション日:
2025年6月23日(月)
開始時間:
3:00 pm
Monday, June 23, 2025
Panagoda
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言語:
ヒンディ語
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What challenges do advisors face in different countries, and how do they find solutions? Learn how members in India, Sri Lanka and Pakistan approach AI, identify opportunities to help clients, and develop strong relationships that create both trust and stable businesses. This session will be presented in a combination of Hindi and English.

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

Hee Geun Park
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:
2025年6月24日(火)
開始時間:
3:00 pm
Tuesday, June 24, 2025
Park
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言語:
韓国語
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This session is for FCs who dream of Court of the Table and Top of the Table beyond MDRT. Based on the vivid experience of achieving Top of the Table by specializing in the corporate market, Park presents a step-by-step successful corporate sales strategy, from preparing for corporate market sales to collaboration consulting and actual consultation techniques. He provides practical help to FCs who want to grow to the next level through years of accumulated know-how.

Unlock your next level of growth with strategic networking

Paritosh Pathak
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:
2025年6月23日(月)
開始時間:
1:30 pm
Monday, June 23, 2025
Pathak
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言語:
英語
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Success relies on who you know as much as what you know, Pathak says, but this is driven by the quality of your network rather than the quantity. Focusing on identification, connection and utilization, he provides tips to network with intent while building and leveraging relationships to help you break through plateaus. This session is part of the Hindi track and will be presented in English.

Overcoming obstacles to attain success

Surawut Pattanabandit
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:
2025年6月23日(月)
開始時間:
1:30 pm
Monday, June 23, 2025
Pattanabandit
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言語:
タイ語
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Pattanabandit shares how comprehending the timing and requirements of clients can help cultivate potential to grow, sustain and accommodate a more extensive client base.

Courageous me: Embracing the value of you

Kim Payne
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:
2025年6月24日(火)
開始時間:
3:00 pm
Tuesday, June 24, 2025
Payne
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言語:
英語
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If you don't value yourself, how can you expect others to? Payne uses a simple structure to show you how to harness your value to build stronger relationships, make a bigger impact, and live a more fulfilled and successful life.

Panel discussion: The first MDRT book club in Europe

Avraam Pekris
セッションの種類:
ConneXion Zone
講演の言語:
英語
セッション日:
2025年6月24日(火)
開始時間:
11:30 am
Tuesday, June 24, 2025
Pekris
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Asesoría a Clientes
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言語:
英語
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Learn the process of launching the first European book club from scratch, including the first steps taken and how the first year was navigated. Members of the club share the seven principles of belonging to a book club while detailing the MDRT Europe book club’s achievements, challenges, opportunities and obstacles overcome.

Panel discussion: Inspire, lead and grow your agency team

Godofredo III Batas Peteza
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:
2025年6月24日(火)
開始時間:
1:30 pm
Tuesday, June 24, 2025
Peteza
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言語:
英語
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Leaders from Singapore, Mexico, the Philippines and the U.S. share best practices you can apply to elevate your team’s satisfaction and performance. Learn to boost advisors’ self-image, navigate change and build sustainable agency processes.

Building an MDRT culture of excellence with the MDRT Family of Brands

Bryan Phang, BBA, AEPP
セッションの種類:
ConneXion Zone
講演の言語:
英語
セッション日:
2025年6月22日(日)
開始時間:
12:30 pm
Sunday, June 22, 2025
Phang
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Persona Íntegra
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言語:
英語
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Gain insights from the agency leader who won the MDRT Culture of Excellence Diamond Agency Award three years in a row — 2023, 2024, and 2025. In this session, Bryan Phang shares how the MDRT Family of Brands played a key role in his journey — from developing new advisors through the MDRT Academy, to building MDRT membership as a team standard, and stepping up as a leader with the MDRT Center for Field Leadership. If you're looking to shape a strong culture, grow sustainably, and lead with impact, this session will give you ideas you can apply right away.

Certainty in an uncertain world: How top advisors deliver stability, yield and cross-border confidence

Ryan J. Pinney, LACP
セッションの種類:
ConneXion Zone
講演の言語:
英語
セッション日:
2025年6月24日(火)
開始時間:
2:00 pm
Tuesday, June 24, 2025
Pinney
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言語:
英語
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In a world where certainty has disappeared — from markets to interest rates and even from borders — top advisors are forced to ask a new question: How do I protect my clients in a world I can’t predict? Job and Pinney share how to build resilient portfolios, find opportunities where others see risk and rely on institutional-grade partners to offer something rare: yield, structure and security.

MDRT ACTS: 思いやりのコミュニティ

MDRT ACTS: A community of caring

Steven A. Plewes, CLU, 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:
2025年6月22日(日)
開始時間:
5:30 pm
Sunday, June 22, 2025
Plewes
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Persona Íntegra
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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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オーストラリアでの夢のような休暇中、Plewesと妻は自動車事故に遭い、重傷を負いました。自宅から1万マイルも離れた外国の病院に足止めされ、状況は暗澹たるものに見えました。そこへオーストラリアのMDRT会員が現れ、思いやりに溢れた献身的な行動で荷物の手配、食料、交通手段、精神的なサポートを提供してくれました。Plewesは経験談を語るとともに、世界中のMDRTコミュニティの一員であることの力と価値、そして普遍的な人生の教訓を共有します。

While on a dream vacation in Australia, Plewes and his wife were critically injured in an automobile accident. Stranded in a foreign country, in a trauma hospital 10,000 miles from home, things looked bleak — until MDRT members in Australia entered the scene and acted in the most caring, compassionate and unselfish ways to help navigate logistics, food, transportation and emotional support. Plewes shares his story as well as transferable life lessons that reinforce the power and value of being part of the MDRT community worldwide.

Panel discussion: The first MDRT book club in Europe

Svetlana Plitin-Tamaviciene
セッションの種類:
ConneXion Zone
講演の言語:
英語
セッション日:
2025年6月24日(火)
開始時間:
11:30 am
Tuesday, June 24, 2025
Plitin-Tamaviciene
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Asesoría a Clientes
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言語:
英語
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Learn the process of launching the first European book club from scratch, including the first steps taken and how the first year was navigated. Members of the club share the seven principles of belonging to a book club while detailing the MDRT Europe book club’s achievements, challenges, opportunities and obstacles overcome.

Establishing an eco-friendly digital marketplace for the emerging generation

Kallaya Puangkingkaew
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:
2025年6月24日(火)
開始時間:
1:30 pm
Tuesday, June 24, 2025
Puangkingkaew
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言語:
タイ語
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Two speakers explain how understanding the perspectives, sentiments and demands of millennials helped them establish a systematic, tangible and non-face-to-face marketing strategy that successfully attracted more than 400 clients.

Business shielding

Sergio Fernando Puente Calzada, FSCP, CLI
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:
2025年6月23日(月)
開始時間:
1:00 pm
Monday, June 23, 2025
Puente Calzada
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Asesoría a Clientes
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言語:
スペイン語
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Puente Calzada presents three strategies to encourage entrepreneurs to save for retirement and transfer those funds from their business assets to their personal assets while also addressing risks such as disability and premature death.

Digital leadership and AI: Leveraging co-intelligence to artificial relevance

Erik Qualman
セッションの種類:
スペシャル・セッション昼食会
講演の言語:
英語
セッション日:
2025年6月24日(火)
開始時間:
12:00 pm
Tuesday, June 24, 2025
Qualman
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This is some text inside of a div block.
言語:
英語
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We don't have a choice on whether we digitally transform; the choice is how well we do it. Qualman shares practical ways to design your best future and how to balance offline and online approaches to drive successful outcomes.

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

Isela Quinones Arreola, Sr.
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:
2025年6月23日(月)
開始時間:
3:00 pm
Monday, June 23, 2025
Quinones Arreola
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言語:
スペイン語
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Join four dynamic speakers for this inspiring talk, where they will share their transformative journeys through growth, resilience and success. Discover how to adopt a long-term vision to drive your personal and professional transformation and develop habits that empower and help you build a legacy while also learning how to navigate challenges, overcome adversity with love and determination, and live a balanced life in any situation.

Challenging conventions: An inspirational mother and leader in the insurance profession

Isela Quiñones Arreola
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:
2025年6月24日(火)
開始時間:
1:30 pm
Tuesday, June 24, 2025
Quiñones Arreola
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Persona Íntegra
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言語:
スペイン語
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After deciding to change the practices and beliefs that were hindering her personal and professional development, Quiñones Arreola grew her business exponentially. Learn more about her belief that "I am you, and what I do to you, I do to myself," and how she has implemented various strategies, affirmations and daily actions to provide her clients with exceptional service while also enjoying quality time with her family.

Guaranteed sales: How to close 8 out of 10 deals

Rodrigo Rivera Barba, LUTCF
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:
2025年6月23日(月)
開始時間:
12:30 pm
Monday, June 23, 2025
Rivera Barba
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Marketing
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言語:
スペイン語
No items found.

Would you like your business to be more successful, efficient and enjoyable? Join Rodrigo as he reveals his three essentials for success, a formula to target higher markets, how to close 8 out of 10 deals and ways to communicate assertively with others.

Build trust and grow your leads

Laura Patricia Rodríguez Cardenas
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:
2025年6月24日(火)
開始時間:
12:00 pm
Tuesday, June 24, 2025
Rodriguez Cardenas
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Marketing
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言語:
スペイン語
No items found.

A significant challenge we face as advisors is the public's mistrust and lack of knowledge regarding the insurance profession, especially among millennials. This issue undermines our sales efforts, limits our ability to get referrals and makes it difficult to achieve our goals. Rodríguez Cardenas shares three strategies that have helped her reach a wider audience and establish trust.

How to attract prospects daily on social media

Josele Alejandro Romo Barajas
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:
2025年6月22日(日)
開始時間:
1:00 pm
Sunday, June 22, 2025
Romo Barajas
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Marketing
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言語:
スペイン語
No items found.

Social media is the most effective tool for reaching a large audience. It provides a level of audience segmentation never seen before, and best of all, it’s free. Discover Romo Barajas’ strategies for maximizing its potential and how to attract new prospects every day by developing specific skills.

Panel discussion: Inspire, lead and grow your agency team

Yolén Sada
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:
2025年6月24日(火)
開始時間:
1:30 pm
Tuesday, June 24, 2025
Sada
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This is some text inside of a div block.
言語:
英語
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Leaders from Singapore, Mexico, the Philippines and the U.S. share best practices you can apply to elevate your team’s satisfaction and performance. Learn to boost advisors’ self-image, navigate change and build sustainable agency processes.

From burnout to breakthrough: The power of a positive mindset

Ryan Salonia
セッションの種類:
ConneXion Zone
講演の言語:
英語
セッション日:
2025年6月22日(日)
開始時間:
1:00 pm
Sunday, June 22, 2025
Salonia
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Persona Íntegra
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言語:
英語
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How can you overcome mental and physical burnout? Salonia recounts his own wake-up call driven by his father’s heart surgery, which propelled him to embrace physical fitness and motivational practices — while developing strategies to recognize burnout, cultivate a resilient mindset and foster positive relationships.

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