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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。 

Christopher Lynn Stark, FICP, CLTC

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Christopher Stark, FICF, CLTC, has been a general agent with the Knights of Columbus for 12 years. He manages a large agency, with his 15 agents serving 17,000 clients. Stark is a founding member of the MDRT Center for Field Leadership and has earned a Culture of Excellence Award each year.

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Panel discussion: How the MDRT Family of Brands can be a resource in each phase of your professional journey

Christopher Lynn Stark, FICP, CLTC
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
Stark
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Gestión de Negocios
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言語：
英語
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In case you missed it, the MDRT family has grown. Discover how the MDRT Academy (designed to help advisors advance to the level of MDRT qualification) and the MDRT Center for Field Leadership (providing resources for field and home office leaders) can help you and other advisors learn and grow at every career stage.

Christopher Lynn Stark, FICF, CLTC

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Christopher Lynn Stark, FICF, CLTC, has been in the financial services profession for 11 years, serving as a general agent for eight years. He manages 16 field agents, specializes in recruiting and training his team, and received the MDRT Culture of Excellence Platinum Agency Award in 2024.

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MDRT Center Speaks: Converting your advisors to MDRT using data and empathy

Christopher Lynn Stark, FICF, CLTC
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:
3:00 pm
Tuesday, June 24, 2025
Stark
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言語：
英語
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Do you want to use data to drive decisions and goals as well as enhance your leadership through emotional intelligence? This rapid-fire session explores essential steps to these important factors for productivity and connection while driving more of your team members to qualify for MDRT.

Junghun Suh

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合計会員回数：
12
コート・オブ・ザ・テーブル：
トップ・オブ・ザ・テーブル：

Junghun Suh currently serves as a sales manager at Shinhan Life and has been working in the insurance profession for 16 years. He is considered an expert in guarantee-type insurance.

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Mind Control

Junghun Suh
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25日（水曜）
開始時間:
11:00 am
Wednesday, June 25, 2025
Suh
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言語：
韓国語
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This is a story about how to cope with moments of risk and the true value and importance of insurance, realized through the illness experienced by a veteran FC with 17 years of experience. Suh explains why now is the time to reflect on the meaning of insurance that truly protects the lives of clients, not just selling products, and to learn how to truly approach clients.

Thanan Sukreepirom, FChFP, AChFP

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合計会員回数：
5
コート・オブ・ザ・テーブル：
1
トップ・オブ・ザ・テーブル：

Thanan Sukreepirom is a seasoned financial advisor at Samsung Life Insurance with five years of experience in financial services, specializing in financial planning and business management. Previously a product manager at Kasikornbank, Sukreepirom holds a master’s degree in international business as well as other financial certificates, bringing expertise and passion to every engagement.

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Attracting new prospects remotely and achieving a 100% deal closure rate

Thanan Sukreepirom, FChFP, AChFP
セッションの種類：
ConneXion Zone
講演の言語：
タイ語
セッション日：
2025年6月22日（日）
開始時間:
3:00 pm
Sunday, June 22, 2025
Sukreepirom
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Gestión de Negocios
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言語：
タイ語
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Sukreepirom shares proven strategies for attracting new prospects and consistently achieving a 100% success rate in closing deals as well as how to replicate the success he has found with the application of the 3B's technique.

Aleyda Nelly Sánchez Garcia

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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：

Aleyda Nelly Sánchez Garcia is a leading insurance advisor with 12 years of experience in the profession. She has a professional background in international relations and has completed the prestigious Empower Woman I & II diploma courses in leadership and management skills at Anáhuac University.

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The colors of transformation

Aleyda Nelly Sánchez Garcia
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:
2:00 pm
Monday, June 23, 2025
Sánchez Garcia
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Persona Íntegra
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言語：
スペイン語
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When we make conscious decisions, we can change our reality and reach new levels of success. In this session, Aleyda Sánchez will share three key decisions that transformed her life, which you can also apply: strengthening your personal finances, redefining your ambitions, and integrating passion and purpose into your life. Join her and be inspired to turn challenges into opportunities and build sustainable success.

Elijah Tan

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

Elijah Tan works at Prudential Assurance Company Singapore, where he specializes in mathematical financial planning and estate planning. Tan holds a Bachelor of Science Double Degree in Economics and Psychology, and has received many awards for his accomplishments, such as COT in his first two years, the International Dragon Award in 2022 and 2023, as well as the Prudential Premier Platinum Award in 2022 and Gold Award in 2023. He has also completed his Chartered Financial Consultant Certification in his second year as a consultant.

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Referral psychology: Create endless referrals like turning on your tap

Elijah Tan
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23日（月）
開始時間:
1:30 pm
Monday, June 23, 2025
Tan
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Marketing
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言語：
英語
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Despite only being an advisor for two years, Tang has employed various psychological concepts to build his referral system — with more than 50% of his client base coming from referrals in his second year. Gain insights to utilize this system and empower clients to not just want to refer you but know how to do just that.

Mei Yun Gwendolyn Tan, BSc (Hons), ChFC®/S

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Mei Yun Gwendolyn Tan, BSc (Hons), ChFC/S, is a senior manager at Great Eastern Life-Singapore. With 12 years of experience in financial services, Tan has served in a leadership role for four years and oversees a team of six. She specializes in financial planning, team development and client management, holds a business degree in management and received the MDRT Culture of Excellence Diamond Agency Award in 2023.

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Panel discussion: Inspire, lead and grow your agency team

Mei Yun Gwendolyn Tan, BSc (Hons), ChFC®/S
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
Tan
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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.

Eszylfie Taylor

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合計会員回数：
22
コート・オブ・ザ・テーブル：
17
トップ・オブ・ザ・テーブル：
13

Eszylfie Taylor is the founder and president of Taylor Insurance and Financial Services, where he serves individuals, business owners, athletes, celebrities and high-net-worth families. After a standout career as an advisor at New York Life, where he achieved Chairman's Cabinet (top 50 out of 13,000), Taylor began his journey as an independent advisor and entrepreneur. He has served on several charity boards and founded his own nonprofit, Future Stars, where he instills in underserved youth the tools he uses to achieve success: hard work, perseverance, integrity and sacrifice.

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Objection-free sales process: 6 steps to increased productivity and retention

Eszylfie Taylor
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23日（月）
開始時間:
2:30 pm
Monday, June 23, 2025
Taylor
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Asesoría a Clientes
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言語：
英語
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From positioning your language to increasing production for any solution, Taylor takes you through each step of his system. Learn how to build relationships and develop a process that is easily repeatable as well as scalable.

Chee Kok Teh

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合計会員回数：
7
コート・オブ・ザ・テーブル：
1
トップ・オブ・ザ・テーブル：

Chee Kok Teh holds a degree in communication from Universiti Sains Malaysia and currently serves as an agency manager.

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Grasp online and offline opportunities

Chee Kok Teh
セッションの種類：
ConneXion Zone
講演の言語：
中国語
セッション日：
2025年6月23日（月）
開始時間:
2:00 pm
Monday, June 23, 2025
Teh
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Marketing
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言語：
中国語
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Discover Teh’s strategy for harnessing digital resources in the AI era to generate quality leads and how to transform your core client base to create sustainable repeat business through a seven-step approach.

Sarutikorn Thansakun, Ph.D.

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合計会員回数：
12
コート・オブ・ザ・テーブル：
5
トップ・オブ・ザ・テーブル：

Sarutikorn Thansakun, Ph.D., is a financial advisor at AIA with more than a decade of experience in protection planning and health insurance. She holds a Bachelor of Arts from Thammasat and Ramkhamhaeng Universities, a master’s degree in public administration, and a doctorate in public and private sector management. She is a Life member of MDRT and has won multiple awards for her accomplishments.

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Engaging clients through compelling storytelling strategies

Sarutikorn Thansakun, Ph.D.
セッションの種類：
ConneXion Zone
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:
2:30 pm
Monday, June 23, 2025
Thansakun
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Asesoría a Clientes
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言語：
タイ語
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Since clients are more inclined to choose a plan that aligns with their financial goals and protects their loved ones, Thansakun shares how she communicates product value through a cohesive narrative of fostering long-term relationships, encouraging repeat business and inspiring them to recommend the coverage to others, thereby building growth and trust.

Nicholas Thompson

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Nicholas Thompsonはテクノロジー関連の執筆やジャーナリズムの世界で最も権威ある存在として認められ、大胆かつ楽観的な未来像を描いています。ThompsonはThe Atlantic社のCEOとして2022年と2023年の全米雑誌賞で最高の栄誉である「総合優秀賞」を受賞しました。『The Hawk and the Dove』の著者であり、元『Legal Affairs』誌の上級編集者、元CBSの寄稿者です。「AIのゴッドファザー」と呼ばれるGeoffrey Hintonのようなテクノロジーリーダーとの数々の対談の司会者として洞察力をパワフルに引き出し、その見識を基調講演やLinkedInシリーズで共有しています。

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Nicholas Thompson has occupied many of the most prestigious positions in the tech writing and journalism world, staking out a bold, optimistic vision for the future. As CEO of The Atlantic, Thompson earned the top honor of General Excellence at the National Magazine Awards in 2022 and 2023. He is the former senior editor at Legal Affairs, a former CBS contributor and author of the book “The Hawk and the Dove.” As moderator of several talks with tech leaders like Geoffrey Hinton, the “godfather of AI,” Thompson draws powerful insights that he shares in his keynotes and LinkedIn series.

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人間であることの未来

The future of being human

Nicholas Thompson
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23日（月）
開始時間:
8:00 am
Monday, June 23, 2025
Thompson
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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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科学技術の変革は、人生のあらゆる面で変化をもたらしています。どのように生まれ、どのように生き、どのように働き、周りの人と交流し、どのように死に、どういう人だったかと記憶されるのかも変わってきました。Thompsonは最新の技術トレンドと、それを理解し取り入れる方法を解説します。 

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Transformations in science and technology are reshaping every stage of life: how we’re born, how we live and work, how we relate to one another, how we’ll die and how we’re remembered. Thompson explains today’s most significant tech trends and how you can understand and embrace them. 

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Zhenrong Jeremy Tian, CLU®/S ChFC®/S

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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：

Zhenrong Jeremy Tian, CLU/S, ChFC/S, is a senior manager at Great Eastern Life-Singapore under Advisors’ Clique Collective. He holds a bachelor’s degree in business studies and joined the profession in 2015, specializing in protection and retirement planning for young families and working professionals.

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Embracing the new age of financial planning

Zhenrong Jeremy Tian, CLU®/S ChFC®/S
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:
1:30 pm
Sunday, June 22, 2025
Tian
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Asesoría a Clientes
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言語：
英語
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The world is changing and so are the people in it. Tian explains how to understand the problems that new generations are facing and how to evolve your strategies of financial planning to stay relevant and continue to provide value to clients of all demographics.

Min-Hong Tsai

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合計会員回数：
3
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トップ・オブ・ザ・テーブル：

Min-Hong Tsai works at Cathay Life Insurance Taiwan and has eight years of experience in the financial services profession.

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How Gen Z insurance professionals can master cross-generational management for post-war baby boom generation

Min-Hong Tsai
セッションの種類：
ConneXion Zone
講演の言語：
中国語
セッション日：
2025年6月22日（日）
開始時間:
1:30 pm
Sunday, June 22, 2025
Tsai
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Asesoría a Clientes
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言語：
中国語
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Baby boomers currently control most of the global wealth, creating significant opportunities in retirement planning and wealth transfer services. Tsai explains that success for Gen Z insurance professionals lies in bridging generational gaps through empathy, expertise and patience as well as constantly adjusting your approach with a positive mindset.

Issaree Tunwilaikul

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

Issaree Tunwilaikul is a financial advisor at FWD Life Insurance. With more than 30 years of experience in the insurance profession, Tunwilaikul specializes in leveraging life insurance products for effective tax planning. She has received numerous accolades, reflecting her exceptional achievements and dedication.

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Strategies for planning pension taxation

Issaree Tunwilaikul
セッションの種類：
ConneXion Zone
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:
12:30 pm
Tuesday, June 24, 2025
Tunwilaikul
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Marketing
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言語：
タイ語
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Tunwilaikul has spent years developing her approach to communicating the opportunities provided by pension insurance. She shares strategies for simplifying this concept to clients, hosting seminars to generate referrals and targeting tax season as an especially impactful period for clients to take action.

Mio Umezawa

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合計会員回数：
12
コート・オブ・ザ・テーブル：
7
トップ・オブ・ザ・テーブル：
7

Mio Umezawaは梅澤三央は株式会社ホロスプランニング東京オフィス所属。前職の郵便局勤務から金融サービスの仕事は19年目。保障の大切さに気付いてもらいながら、その人に合わせたライフデザインコーディネートが得意です。

Mio Umezawa works at Holos Planning Co. Ltd. She has 19 years of experience in financial services and specializes in designing life insurance tailored to individuals, helping them understand the importance of insurance protection.

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圧倒的な成果を出す方法と振り返りの習慣

How to achieve remarkable results and develop the habit of reflection

Mio Umezawa
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23日（月）
開始時間:
3:00 pm
Monday, June 23, 2025
Umezawa
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言語：
日本語
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子育てをしながら圧倒的な成果を出すための工夫していることや、効果的なタイムマネジメント方法、家族と仕事のバランスを保つために自分と対話するための振り返りの手順をお伝えします。セルフコーチング・セルフヒーリングで幸せな状態で仕事とプライベートの両立が可能になります。

Umezawa discusses her strategies for achieving remarkable results while raising children, effective time management techniques and methods for self-reflection to maintain a healthy work-life balance. Learn how self-coaching and self-healing can help you balance your work and personal life while staying happy.

Ross Vanderwolf, CFP

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合計会員回数：
38
コート・オブ・ザ・テーブル：
24
トップ・オブ・ザ・テーブル：
14

Ross Vanderwolf, CFPは2019年度MDRT会長です。MDRT Foundationのプラチナ・ナイトの称号を有し、MDRT Foundationの理事を務め、インナー・サークル・ソサエティーのメンバーです。Vanderwolfはフルサービスのファイナンシャル・プランニングを提供するRothgard Financial Partnersの代表取締役です。MDRT会員として数多くの委員会で活躍してきました。 

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Ross Vanderwolf, CFP, served as MDRT President in 2019. A Platinum Knight of the MDRT Foundation, he is also a member of its Inner Circle Society and has served on its Board of Trustees. Vanderwolf is managing director of Rothgard Financial Partners, a full-service financial planning practice. Over the course of his MDRT membership, Vanderwolf has served on numerous committees.

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Launch to Excellence 高みを目指そう

Launch to Excellence

Ross Vanderwolf, CFP
セッションの種類：
初参加者セッション
講演の言語：
英語
セッション日：
2025年6月22日（日）
開始時間:
3:00 pm
Sunday, June 22, 2025
Vanderwolf
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言語：
英語
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韓国語
中国語
スペイン語
タイ語
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初めてMDRT会員になった方も、初めてアニュアル・ミーティングに参加する方も、ウエルカム！世界中から集まったMDRTの仲間との交流を最大化して大会を最大限楽しんでいただけるようにこの魅力的なキックオフ・セッションを用意しました。ベテラン会員から成功の秘訣を伝授してもらい、見識やアドバイスを聞けます。   MDRTアニュアル・ミーティング貴重なイベントを見逃しなく！このセッションは入会後5年目までの会員や初めて大会に参加なさる方を対象としていますが、どなたでもご参加いただけます。インスピレーション、ガイダンスそして仲間との出会いはマイアミビーチ大会終了後もずっと続くことでしょう。

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Whether you are a new MDRT member or attending the MDRT Annual Meeting for the first time, welcome. You are invited to connect with fellow members from across the globe at this engaging kickoff session designed to help you maximize your MDRT membership and meeting experience. You’ll hear from seasoned MDRT members who will share insights and advice as they pass along their secrets of success.   Don’t miss this invaluable MDRT Annual Meeting offering! Specially intended for members in their first five years of membership and those new to MDRT meetings, this session is open to all meeting attendees. The inspiration, guidance and camaraderie you discover will last well beyond your time in Miami Beach, Florida, USA.

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Panupon Vungvilai, AFP

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合計会員回数：
9
コート・オブ・ザ・テーブル：
8
トップ・オブ・ザ・テーブル：
2

Panupon Vungvilai, AFP, is the chief executive officer of FWB Life Insurance Public Co. Ltd., where he brings 32 years of experience to her role. With specialties in future and retirement planning, Vungvilai has been recognized as one of the top three experts at her company. She also holds multiple advanced professional certifications, further solidifying her reputation as a leader in the field.

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Panel discussion: Enhance your financial approach to distinguish yourself with our exceptional financial planning services

Panupon Vungvilai, AFP
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:
3:00 pm
Monday, June 23, 2025
Vungvilai
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言語：
タイ語
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Two speakers share how tailoring your financial planning strategy to address clients’ specific needs not only helps you understand their unique financial goals, challenges and values but also ensures they enjoy a customized client experience.

Dr. Robert Waldinger

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Robert Waldingerは精神科医、精神分析医、禅僧であり、科学的な視点で健康な人間の発達に関する2冊の著書をはじめ、多数の学術論文を執筆しています。ハーバード大学医学部の精神医学臨床教授として研究を指揮している「ハーバード成人発達研究」は最も長期にわたり実施されている研究のひとつです。ハーバード大学の研究に関する彼のTED talkは歴代最も視聴されたTED talkトップ10の1つです。米国精神医学会、ハーバード大学医学部、マサチューセッツ精神医学会の賞を授与されており、全米で最も優秀な医師の一人と評価されています。 

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Robert Waldinger is a psychiatrist, psychoanalyst and Zen priest who has written numerous scientific papers and two books on what science can teach us about healthy human development. As a clinical professor of psychiatry at Harvard Medical School, Waldinger directs the Harvard Study of Adult Development, one of the longest-running studies of adult life ever done. His TED talk on the Harvard study is one of the 10 most viewed TED talks of all time. He has won awards from the American Psychiatric Association, Harvard Medical School and Massachusetts Psychiatric Society, and is consistently named one of the best doctors in America.

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何が私たちをハッピーにするのか？人類最長の研究から導き出された教訓

What actually makes us happy? Lessons from the longest study of human life

Dr. Robert Waldinger
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25日（水曜）
開始時間:
1:00 pm
Wednesday, June 25, 2025
Waldinger
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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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富、名声、業績が成功の象徴として美化される時代にあって、ハーバード大学成人発達研究は、約1世紀にわたり何千人もの人生を研究することによって、実際に何が人の成功に寄与しているかを検証しました。Waldingerは人間のウェルビーイングに関する科学的知見と、それを個人の生活や仕事にどう活用できるかを紹介します。

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In an era when wealth, fame and high achievement are often glorified as the keys to success, the Harvard Study of Adult Development examines what actually helps people thrive by studying thousands of lives unfolding across nearly a century. Waldinger presents scientific findings about human well-being and how you can utilize these insights in your own personal and professional life.

Yu-Han Wang

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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：

Yu-Han Wang is the district manager at Cathay Life Insurance. She has 10 years of industry experience and specializes in heart-to-heart conversations, health care coverage and visual note-taking. She holds an undergraduate degree in chemical engineering and enjoys building connections with others.

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Influence life by life

Yu-Han Wang
セッションの種類：
ConneXion Zone
講演の言語：
中国語
セッション日：
2025年6月22日（日）
開始時間:
12:30 pm
Sunday, June 22, 2025
Wang
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Persona Íntegra
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言語：
中国語
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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.

Haiyang Wang

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

Haiyang Wang is an active MDRT member, currently serving on MCC as Area Chair of MDRT China. He holds the No. 1 position among insurance influencers on WeChat video and has received recognition as Tencent's 2023 Outstanding Video Creator and 2023 Quality Video Content Creator.

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Leverage social media for minimalist sales

Haiyang Wang
セッションの種類：
ConneXion Zone
講演の言語：
中国語
セッション日：
2025年6月24日（火）
開始時間:
11:30 pm
Tuesday, June 24, 2025
Wang
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Marketing
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言語：
中国語
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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.

Haiyang Wang

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

Haiyang Wang is a certified lecturer at CEIBS. He ranked first on the WeChat Channels' insurance influencers list and was honored as outstanding video creator in 2023. He is an active MDRT member, having served on MCC and other MDRT committees over the years.

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Panel discussion: Managing a unified advisor brand

Haiyang Wang
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：
2025年6月25日（水曜）
開始時間:
9:30 am
Wednesday, June 25, 2025
Wang
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言語：
中国語
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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.

Wang Jinghuan

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合計会員回数：
15
コート・オブ・ザ・テーブル：
11
トップ・オブ・ザ・テーブル：
1

Wang Jinghuan has been in the financial services profession for 20 years, specializing in retirement planning. With a bachelor’s degree in engineering, Jinghuan currently serves as senior life insurance planning director at Sino-US United MetLife Insurance Co. Ltd. She achieved 18 consecutive years of CEOCUP and has participated in multiple global summits.

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

Wang Jinghuan
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：
2025年6月24日（火）
開始時間:
1:30 pm
Tuesday, June 24, 2025
Wang Jinghuan
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言語：
中国語
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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.

Shane E. Westhoelter, AEP, CLU

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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：
10

Shane E. Westhoelter, AEP, CLU, started going door to door to build a client base in 1988. Now, as founder and CEO of Gateway Financial Advisors Inc., he oversees 180 offices, 230 producers, USD 4 billion in assets and more than USD 30 million in revenue. He has spoken at several MDRT events as well as internationally on sales training, motivational leadership and visionary topics, and is a frequent contributor to industry publications.

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年3,000万ドルの収入を生み出すビジネスを構築する方法

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

Shane E. Westhoelter, AEP, CLU
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25日（水曜）
開始時間:
3:00 pm
Monday, June 23, 2025
Westhoelter
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言語：
英語
日本語
スペイン語
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연 3천만 달러 매출액의 사업체를 만드는 법飛び込みの訪問販売から、毎年3,000万ドルを稼ぐナショナル・ブランドを構築するにはどうするべきか。Westhoelterはどの顧客を維持し、どの顧客をあきらめるべきか、適切な顧客を戦略的に惹きつけ、力を与えて成功に導く方法を説明します。

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.

Wong Hui Delia

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合計会員回数：
14
コート・オブ・ザ・テーブル：
2
トップ・オブ・ザ・テーブル：

Wong Hui Delia has been in the financial services profession for 21 years, specializing in estate planning. Known as the “dream protector” by the many families she works with, her value proposition is to build strong, close-knit relationships with her clients.

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5 steps to develop a value-driven sales process

Wong Hui Delia
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:
2:00 pm
Sunday, June 22, 2025
Wong Hui Delia
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Gestión de Negocios
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言語：
英語
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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.

Xia Wu

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

Xia Wu has 10 years of industry experience and leads a team serving 2,000 clients with billions in life insurance coverage. She has the LIMRA certification and a bachelor's degree.

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Failure is not the end, but the beginning of sales

Xia Wu
セッションの種類：
ConneXion Zone
講演の言語：
中国語
セッション日：
2025年6月22日（日）
開始時間:
1:00 pm
Sunday, June 22, 2025
Wu
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Marketing
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言語：
中国語
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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.

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