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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。 

David Blake, Kyriakos Chatzistefanou, DMS, CMI, Christopher Lynn Stark, FICP, CLTC

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合計会員回数：
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David C. Blake is the founder and president of an insurance enrollment firm that creates and supports voluntary benefit offerings for dozens of health care organizations and more than 20,000 healthcare professionals across the United States. Blake credits his success to having built a national network of affiliated producers who can provide local service to policyholders and to seek out educational resources that can provide constant and responsive support to his growing network while he focuses on his unique skill sets.David C. Blake is the founder and president of an insurance enrollment firm that creates and supports voluntary benefit offerings for dozens of health care organizations and more than 20,000 healthcare professionals across the United States. Blake credits his success to having built a national network of affiliated producers who can provide local service to policyholders and to seek out educational resources that can provide constant and responsive support to his growing network while he focuses on his unique skill sets.

Kyriakos Chatzistefanou, DMS, CMI, began his financial services career at MetLife in 1992. He holds degrees in junior accounting and management as well as a diploma from the Chartered Management Institute. Since 1999, he has been a member of the Alico and MetLife Training Academy, leveraging more than 25 years of experience in delivering seminars and lectures worldwide for his company and the insurance market. Chatzistefanou’s expertise spans the entire insurance sales cycle, offering comprehensive knowledge of every stage and aspect. He won the "G. Skaligou" morality award in 2007 and is an active MDRT member.

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

David Blake, Kyriakos Chatzistefanou, DMS, CMI, 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:
11:00 am
Sunday, June 22, 2025
Blake, Chatzistefanou, 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.

Jennifer A. Borislow, CLU

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合計会員回数：
37
コート・オブ・ザ・テーブル：
28
トップ・オブ・ザ・テーブル：
27

Jennifer A. Borislow, CLUはBorislow Insuranceの創設者兼CEOであり、300社以上の企業に革新的な医療・福祉ソリューションを通して社員の健康・安心に貢献しているリーディング・プロバイダーです。2012年度のMDRT会長を務め、その後も貢献を続け、特にMDRTのイベントで講師として活躍しています。Borislowには5冊の著書（共著を含む）があり、保険会社数社の諮問委員会のメンバーです。

Jennifer A. Borislow, CLU, is the founder and CEO of Borislow Insurance, a leading provider of innovative health and well-being benefits solutions that serves more than 300 businesses. She served as the 2012 President of MDRT and continues to be actively involved, especially as a speaker at MDRT events. Borislow is the author or co-author of five books as well as a participant on several insurance company advisory boards.

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トップ・オブ・ザ・テーブル資格を獲得し維持する

Attaining and maintaining Top of the Table production

Jennifer A. Borislow, 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23日（月）
開始時間:
1:30 pm
Monday, June 23, 2025
Borislow
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言語：
英語
日本語
韓国語
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トップ・オブ・ザ・テーブル会員が金融サービス業界で持続的に成功する秘訣を語ります。毎年TOTを続けながら、どのような顧客を開拓し、どのように事業を成長・発展させてきたか、MDRTのホール・パーソン・コンセプトをどう実践してきたかなどをシェアします。モデレーターは2025年度TOTのメンバー・エンゲージメント担当DVPのJuli Y. McNeely, CFP, CLUです。

Hear from Top of the Table members as they share their keys to sustainable success in the financial services profession. Learn the types of clients they pursue, how their practices have grown and evolved, and ways they have implemented MDRT’s Whole Person concept into their lives — all while achieving Top of the Table production every year. The session will be moderated by 2025 Top of the Table Divisional Vice President of Member Engagement, Juli Y. McNeely, CFP, CLU.

Jennifer A. Borislow, CLU

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合計会員回数：
37
コート・オブ・ザ・テーブル：
28
トップ・オブ・ザ・テーブル：
27

Jennifer A. Borislow, CLUは革新的な福利厚生ソリューションを提供するBorislow Insuranceの創設者兼CEOであり、300社以上の企業にサービスを提供しています。2012年度のMDRT会長を務め、その後も貢献を続け多くのMDRTのイベントで講師として活躍しています。5冊の著書（共著を含む）があり、保険会社数社の諮問委員会のメンバーです。 

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Jennifer A. Borislow, CLU, is the founder and CEO of Borislow Insurance, a leading provider of innovative health and well-being benefits solutions that serves more than 300 businesses. She served as the 2012 President of MDRT and continues to be actively involved, especially as a speaker at MDRT events. Borislow is the author or co-author of five books as well as a participant on several insurance company advisory boards.

CLOSE

Launch to Excellence 高みを目指そう

Launch to Excellence

Jennifer A. Borislow, CLU
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
Borislow
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This is some text inside of a div block.
言語：
英語
日本語
韓国語
中国語
スペイン語
タイ語
No items found.

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。

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.

Jennifer A. Borislow, CLU, Ian Green, DipPFS, Juli Y. McNeely, CFP, CLU, William J. Rossi, CFP, ChFC

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合計会員回数：
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Jennifer A. Borislow, CLUはBorislow Insuranceの創設者兼CEOであり、300社以上の企業に革新的な医療・福祉ソリューションを通して社員の健康・安心に貢献しているリーディング・プロバイダーです。2012年度のMDRT会長を務め、その後も貢献を続け、特にMDRTのイベントで講師として活躍しています。Borislowには5冊の著書（共著を含む）があり、保険会社数社の諮問委員会のメンバーです。

Ian Green, Dip PFSは 2021年MDRT会長、2017年トップ・オブ・ザ・テーブル担当グローバル・カウンシルメンバー兼諮問委員会委員長。ファイナンシャル・プランニングの会社を家族で経営し、ホール・パーソン・コンセプトの提唱者として、自身の成功の多くはMDRTから学んだことのおかげだと言います。

Juli Y. McNeely, CFP, CLU は両親とも金融サービスの専門家という家庭で育ちました。現在は父が創設したMcNeely Financial Servicesの経営者として活躍する一方、自身がコーチングを指導する目的で設立したJuli McNeely Consulting LLCを経営しています。2014年には女性初のNAIFA会長に就任し、2015年にはWIFS Woman of the Year Awardを受賞しました。2016年に “No Necktie Needed: A Woman’s Guide to Success in Financial Services（ネクタイ不要。女性のためのファイナンシャル・サービス）”を出版しました。

William J. Rossi, CFP, ChFCはフロリダ州Gainesvilleでウェルス・マネジメントを専門とするKoss Olinger Financial Groupのパートナーです。21年間MDRT会員で、トップ・オブ・ザ・テーブル資格を18年連続で獲得しています。

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Jennifer A. Borislow, CLU, is the founder and CEO of Borislow Insurance, a leading provider of innovative health and well-being benefits solutions that serves more than 300 businesses. She served as the 2012 President of MDRT and continues to be actively involved, especially as a speaker at MDRT events. Borislow is the author or co-author of five books as well as a participant on several insurance company advisory boards.

Ian Green, Dip PFS, was the 2021 MDRT President and 2017 Top of the Table Global Council Member and Advisory Board Chair. He runs a family-owned financial planning firm and, as an advocate of the Whole Person concept, attributes much of his success to what he learns from MDRT.

Juli Y. McNeely, CFP, CLU, grew up in the financial services profession, watching her mother and father serve clients. She currently is an owner at Financial Clarity by Design, an independent firm founded by her father, while also growing her personal coaching practice, Juli McNeely Consulting LLC. She became NAIFA’s first female president in 2014 and was awarded the WIFS Woman of the Year award in 2015. In 2016, McNeely released “No Necktie Needed: A Woman’s Guide to Success in Financial Services.”

William J. Rossi, CFP, ChFC, is a partner at Koss Olinger, where he began his financial services career in 1997 after earning a Bachelor of Science degree in finance and economics from the University of Florida. He is a member of Koss Olinger’s Investment Advisory Committee, and his areas of expertise include investment management, estate planning and creating income distribution strategies during retirement. Rossi is a Past Chair of Top of the Table, has spoken at various industry conferences and is active within his community.

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トップ・オブ・ザ・テーブル資格を獲得し維持する

Attaining and maintaining Top of the Table production

Jennifer A. Borislow, CLU, Ian Green, DipPFS, Juli Y. McNeely, CFP, CLU, William J. Rossi, CFP, ChFC
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
Borislow, Green, McNeely, Rossi
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This is some text inside of a div block.
言語：
英語
日本語
韓国語
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トップ・オブ・ザ・テーブル会員が金融サービス業界で持続的に成功する秘訣を語ります。毎年TOTを続けながら、どのような顧客を開拓し、どのように事業を成長・発展させてきたか、MDRTのホール・パーソン・コンセプトをどう実践してきたかなどをシェアします。モデレーターは2025年度TOTのメンバー・エンゲージメント担当DVPのJuli Y. McNeely, CFP, CLUです。

Hear from Top of the Table members as they share their keys to sustainable success in the financial services profession. Learn the types of clients they pursue, how their practices have grown and evolved, and ways they have implemented MDRT’s Whole Person concept into their lives — all while achieving Top of the Table production every year. The session will be moderated by 2025 Top of the Table Divisional Vice President of Member Engagement, Juli Y. McNeely, CFP, CLU.

Jennifer A. Borislow, CLU, Thomas R. McCoy, CLTC, Ross Vanderwolf, CFP

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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：

Jennifer A. Borislow, CLUは革新的な福利厚生ソリューションを提供するBorislow Insuranceの創設者兼CEOであり、300社以上の企業にサービスを提供しています。2012年度のMDRT会長を務め、その後も貢献を続け多くのMDRTのイベントで講師として活躍しています。5冊の著書（共著を含む）があり、保険会社数社の諮問委員会のメンバーです。 

Thomas R. McCoy, CLTCは1982年にファイナンシャル・サービスのキャリアをスタートさせました。M&E Catalyst Groupのアドバイザーであり、経営学の学士号を取得しています。McCoyはMDRTでさまざまなリーダーを務めた経験があり、今年度はPGA担当のグローバル・カウンシル・メンバーであり、MDRT Foundationのエクスカリバー・ナイトです。数々の社会奉仕活動に参加し、地域社会への献身を続けています。台風Yolandaで破壊されたフィリピンの家屋の再建プロジェクトをFoundationのグラントとして申請し助成金を受理しました。 

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。 

Jennifer A. Borislow, CLU, is the founder and CEO of Borislow Insurance, a leading provider of innovative health and well-being benefits solutions that serves more than 300 businesses. She served as the 2012 President of MDRT and continues to be actively involved, especially as a speaker at MDRT events. Borislow is the author or co-author of five books as well as a participant on several insurance company advisory boards.

Thomas R. McCoy, CLTC, began his financial services career in 1982. He is an advisor with M&E Catalyst Group and holds a Bachelor of Arts in business administration. McCoy has held various leadership positions within MDRT, currently serving as Global Council Member of PGA, and is an Excalibur Knight of the MDRT Foundation. His numerous philanthropic roles and contributions exemplify his dedication to community service, including securing a Foundation grant that funded reconstruction of eight homes destroyed by Typhoon Yolanda in the Philippines.

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

Jennifer A. Borislow, CLU, Thomas R. McCoy, CLTC, 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
Borislow, McCoy, Vanderwolf
This is some text inside of a div block.
This is some text inside of a div block.
言語：
英語
日本語
韓国語
中国語
スペイン語
タイ語
No items found.

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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D. Scott Brennan

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合計会員回数：
42
コート・オブ・ザ・テーブル：
20
トップ・オブ・ザ・テーブル：
1

D. Scott BrennanはMDRTの元会長で第75回John Newton Russell Memorial Award受賞者です。熱心なMDRTのリーダーとしてBrennanはいくつもの委員会やタスクフォースでDVPやチェアを務めました。また、彼の講演は業界で高く評価され、慕われています。MDRT Foundationのエクスカリバー・ナイトの称号を持ち、2004年から2006年にFoundationの理事を務めました。  

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D. Scott Brennan is a Past President of MDRT and the 75th recipient of the John Newton Russell Memorial Award. A dedicated MDRT leader, Brennan served as Divisional Vice President and Chair of several MDRT committees and task forces and is a highly regarded industry speaker. He is an Excalibur Knight of the MDRT Foundation and served on its Board of Trustees from 2004 to 2006.  

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一言

One word

D. Scott Brennan
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:
Brennan
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Marketing
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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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世の中には優しさが不足しているとBrennanは嘆きます。しかし、アニュアル・ミーティングから帰国した私たちが不足分を補えるかもしれません。なぜ「優しさ」という言葉が彼の生き方を表す言葉なのかを説明し、心構えを変えることで、自分自身や周囲の人々に寛大な姿勢で対応することができると説きます。

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There is a shortage of kindness today, Brennan says, that we can fix when we go home from the Annual Meeting. He explains why kindness is the word that describes his approach to life, and how a change of heart and mind can help you foster more optimism and generosity for yourself and those around you.

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Kittipong Buranachalermpong

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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：

Kittipong Buranachalermpong serves as vice president at Allianz Ayudhya Assurance Public Co. Ltd. With a distinguished 14-year career in the insurance sector, he also holds a master’s degree in political science, specializing in justice and social administration. Before joining the insurance profession, Buranachalermpong successfully managed a restaurant and coffee shop as an entrepreneur. His diverse background and leadership continue to drive success within the profession.

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The power of service beyond expectations

Kittipong Buranachalermpong
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:
12:00 pm
Sunday, June 22, 2025
Buranachalermpong
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Marketing
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言語：
タイ語
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Starting from scratch with no established market, Buranachalermpong focused on building a solid foundation. By treating clients with professionalism and consistently exceeding their expectations, he earned their trust. Learn how he skillfully managed insurance claims and provided valuable advice, which helped grow his clientele, maintain a steady stream of referrals and create a continuous cycle of new clients.

Coach Micheal Burt

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Micheal Burtは世界中の人の「狩猟本能」を活性化させる手助けをする第一人者とみなされています。狩猟本能とは光学的に、あるいは心でものを見る本能的な能力であり、それを追求する粘り強さと熱意を持つことが求められます。Burtは女子バスケットボール・チームをチャンピオンに導いたコーチであり、人を内面から鍛え、最高のレベルで競い合えるようにする手法を用いています。ウォール・ストリート・ジャーナル紙のベストセラーとなった"Flip the Switch"の著者であり、この考え方をチームに浸透させたいと考える世界中の多くの一流企業から招かれています。

Micheal Burt is considered the leading authority on helping people and teams around the world activate the “prey drive” — an instinctual ability to see something with the eyes optically or in the mind and have the persistence and intensity to pursue it. As a former championship coach for women’s basketball, Burt uses a methodology to inner engineer people to compete at their highest levels. He is the author of The Wall Street Journal’s bestselling book “Flip the Switch” and has been hired by many top companies in the world to activate this drive in their teams.

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捕食本能を活性化させる

Activating the prey drive

Coach Micheal Burt
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:
Burt
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This is some text inside of a div block.
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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動物の「獲物への欲求」とは、視覚的にとらえたターゲットを粘り強く追求する熱意を持つことです。Burtは5つの活性化要因をシェアし、主要な活性化要因を特定し、活用する方法、そして長期間活性化させることで職業で上位1%に入る方法を共有しています。

Prey drive, prevalent in animals, is the desire to see something optically with the eyes or in the imagination and to have the persistence and intensity to pursue it. Burt shares the five activators of this drive, how to find and utilize your primary activator, and how activating this drive over a long period of time can place you in the top 1% of your profession.

Theresa Callahan

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Theresa Callahan is a featured speaker and high-performance executive leadership coach who offers leadership programs through her private practice, Managing for Performance. She inspires her audiences to break through barriers and leverage their talent by assessing their needs and turning action items into results. Her book, “Managing for Performance: Building Accountability for Team Success,” provides tools for business owners and team leaders in the financial services profession to step boldly into leadership and build high-performing teams.

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If you want a better team, be a better leader

Theresa Callahan
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:
9:30 am
Wednesday, June 25, 2025
Callahan
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This is some text inside of a div block.
言語：
英語
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Improve your leadership effectiveness by implementing six critical building blocks that will help you have a bigger impact on your business and with your team. Through live coaching, Callahan empowers you to put strategies in place to build a high-performing team of players who are engaged, committed and aligned so that your business can easily achieve the results you desire.

Maria Fernanda Calva Villalon

,
,
合計会員回数：
8
コート・オブ・ザ・テーブル：
1
トップ・オブ・ザ・テーブル：

Maria Fernanda Calva Villalonは保険会社で長年マーケティングやコミュニケーションに携わった後、2016年に金融サービスの仕事に転身しました。組織コミュニケーションの修士号を有し、ポッドキャストの“Sueños y Dinero”のホストを務めています。MDRT会員としてPGAやMCCをはじめ多くのボランティアに参加し、MDRTの大会では講師を務めました。またBest Regional New Agentを含め、多くの賞を受賞しています。

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Maria Fernanda Calva Villalon transitioned to the financial services profession in 2016, after years of working in marketing and communications for insurance companies. She holds a master's degree in institutional communication and hosts the podcast “Sueños y Dinero.” She is an active MDRT member, with involvement in PGA, MCC and as an MDRT meeting speaker, and has won numerous awards, such as Best Regional New Agent.

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習慣の変革力

The transformative power of daily habits

Maria Fernanda Calva Villalon
セッションの種類：
メイン・プラットフォーム
講演の言語：
スペイン語
セッション日：
開始時間:
Calva Villalon
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Persona Íntegra
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言語：
スペイン語
英語
日本語
韓国語
スペイン語
タイ語
No items found.

どうすれば目標に近づける強力な日々の習慣をみつけ、自分の行動を振り返ることができるでしょうか。Calva Villalonは日々の習慣が皆さん専門家としての人生を変えると主張します。潜在能力を最大限に引き出す継続的なトレーニング、ネットワーク作り、そして感謝の気持ちを織り交ぜた成功の方法論を共有します。

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How can you create a powerful routine and reflect on your actions to move you closer to your goals? Calva Villalon reveals how daily habits can transform your professional life. She shares her methodology for success, which includes a blend of continuous training, networking and gratitude that helps maximize potential.

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Guillermo Casillas Covarrubias

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,
合計会員回数：
20
コート・オブ・ザ・テーブル：
12
トップ・オブ・ザ・テーブル：
9

Guillermo Casillas Covarrubias has been a professional insurance advisor at Seguros Monterrey New York Life since 2000 and is a Life member of MDRT.

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The secrets behind Top of the Table

Guillermo Casillas Covarrubias
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:
1:00 pm
Tuesday, June 24, 2025
Casillas Covarrubias
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Gestión de Negocios
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言語：
スペイン語
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What do Top of the Table members do differently to achieve such high production levels? What strategies set them apart from other advisors? Join Casillas Covarrubias as he reveals these secrets and more, giving you insights into what it takes to be part of this elite group.

Amanda Cassar, MFP, AFP

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,
合計会員回数：
13
コート・オブ・ザ・テーブル：
10
トップ・オブ・ザ・テーブル：
5

Amanda Cassar, MFP, AFP, is a business owner, financial advisor, author, speaker, blogger and passionate philanthropist who has observed hearts and minds being opened and watched people be empowered to step into their own leadership journeys. With more than 30 years of experience in the financial services profession, Cassar’s special accreditations include aged care, estate planning and self-managed superannuation funds.

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Protecting vulnerable clients: Safeguarding financial futures

Amanda Cassar, MFP, AFP
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:
1:30 pm
Tuesday, June 24, 2025
Cassar
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Asesoría a Clientes
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言語：
英語
No items found.

In an ever-changing financial landscape, protecting vulnerable clients — such as the elderly, those with disabilities or those experiencing financial abuse — is more important than ever. Cassar provides proactive strategies for identifying signs of vulnerability, understanding legal protections and implementing best practices to safeguard clients' financial well-being to ensure those clients most at risk are protected, secured and empowered.

Gareth James Chalk, Dip PFS

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

Gareth James Chalk, Dip PFSは独立系のファイナンシャル・アドバイザーとして幅広いバックグラウンドを持っています。2009年に創設されたBlackstone Partnersの創業者の一人であるClarkはお客さまと長期的な信頼関係を構築し、テイラーメイドのファイナンシャル・アドバイスを提供することに情熱を注いでいます。資産税対策と長期介護のアドバイスを専門とするChalkの親しみやすいスタイルと複雑な金融概念をわかりやすく説明する能力によりお客さまに信頼されています。

Gareth James Chalk, Dip PFS, is an independent financial advisor with an extensive background in financial planning. As one of the founding members of Blackstone Partners since 2009, Chalk is passionate about providing tailored financial advice and building long-lasting relationships with his clients. With specialties in estate planning and long-term care advice, Chalk’s approachable style and ability to demystify complex financial concepts have made him a trusted advisor to his clients.

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AIと自動化を活用してストレスを軽減し、生産性を向上させる

Utilizing AI and automation to reduce stress and improve productivity

Gareth James Chalk, Dip PFS
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:
11:00 am
Wednesday, June 25, 2025
Chalk
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This is some text inside of a div block.
言語：
英語
日本語
韓国語
No items found.

効率性を高め、顧客との信頼関係を強化し、さらには週4日勤務を実現したいとお考えですか？ChalkはAIを活用した会議メモによる正確性の向上、自動化ツールCalendlyを利用したワークフローの合理化、GPTのカスタム・アバターによるパーソナライゼーションなど、自身の業務を変革し、顧客体験の向上につながったアプローチを紹介します。

Would you like to achieve better efficiency, enhanced client engagement and even a four-day workweek? Chalk shares approaches — such as improving accuracy with AI-powered meeting notes, streamlining workflows with the automation tool Calendly and increasing personalization with custom GPT avatars — that have transformed his practice and led to an elevated client experience.

Gareth James Chalk, Dip PFS

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

Gareth James Chalk, Dip PFSは独立系のファイナンシャル・アドバイザーとして幅広いバックグラウンドを持っています。2009年に創設したBlackstone Partnersの創業者の一人であり、お客さまと長期的な信頼関係を構築し、テイラーメイドのファイナンシャル・アドバイスを提供することに情熱を注いでいます。資産税対策と長期介護のアドバイスを専門とするChalkの親しみやすいスタイルと複雑な金融概念をわかりやすく説明する能力によりお客さまに信頼されています。

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Gareth James Chalk, Dip PFS, is an independent financial advisor with an extensive background in financial planning. As one of the founding members of Blackstone Partners since 2009, Chalk is passionate about providing tailored financial advice and building long-lasting relationships with his clients. With specialties in estate planning and long-term care advice, Chalk’s approachable style and ability to demystify complex financial concepts have made him a trusted advisor to his clients.

CLOSE

AIと自動化を活用してストレスを軽減し、生産性を向上させる

Utilizing AI and automation to reduce stress and improve productivity

Gareth James Chalk, Dip PFS
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:
Chalk
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Asesoría a Clientes
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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
No items found.

効率性を高め、顧客との信頼関係を強化し、さらには週4日勤務を実現したいとお考えですか？ChalkはAIを活用した会議メモによる正確性の向上、自動化ツールCalendlyを利用したワークフローの合理化、GPTのカスタム・アバターによるパーソナライゼーションなど、自身の業務を変革し、顧客体験の向上につながったアプローチを紹介します。  

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Would you like to achieve better efficiency, enhanced client engagement and even a four-day workweek? Chalk shares approaches — such as improving accuracy with AI-powered meeting notes, streamlining workflows with the automation tool Calendly and increasing personalization with custom GPT avatars — that have transformed his practice and led to an elevated client experience.

Kyriakos Chatzistefanou, DMS, CMI

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

Kyriakos Chatzistefanou, DMS, CMI, began his financial services career at MetLife in 1992. He holds degrees in junior accounting and management as well as a diploma from the Chartered Management Institute. Since 1999, he has been a member of the Alico and MetLife Training Academy, leveraging more than 25 years of experience in delivering seminars and lectures worldwide for his company and the insurance market. Chatzistefanou’s expertise spans the entire insurance sales cycle, offering comprehensive knowledge of every stage and aspect. He won the "G. Skaligou" morality award in 2007 and is an active MDRT member.

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

Kyriakos Chatzistefanou, DMS, CMI
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:
11:00 am
Sunday, June 22, 2025
Chatzistefanou
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Persona Íntegra
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言語：
英語
No items found.

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.

Kyriakos Chatzistefanou, DMS, CMI

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

Kyriakos Chatzistefanou, DMS, CMI, began his financial services career at MetLife in 1992. He holds degrees in junior accounting and management as well as a diploma from the Chartered Management Institute. Since 1999, he has been a member of the Alico and MetLife Training Academy, leveraging more than 25 years of experience in delivering seminars and lectures worldwide for his company and the insurance market. Chatzistefanou’s expertise spans the entire insurance sales cycle, offering comprehensive knowledge of every stage and aspect. He won the "G. Skaligou" morality award in 2007 and is an active MDRT member.

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Panel discussion: The first MDRT book club in Europe

Kyriakos Chatzistefanou, DMS, CMI
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
Chatzistefanou
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Persona Íntegra
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言語：
英語
No items found.

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.

Asvin Chauhan, MIFP, Dip FA

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,
合計会員回数：
27
コート・オブ・ザ・テーブル：
19
トップ・オブ・ザ・テーブル：
11

Asvin Chauhan, MIFP, Dip FA, has been in the financial services profession for more than 30 years and has spoken globally, assisting fellow advisors to better understand the business, increase their production levels and raise their standards to create successful client outcomes. Chauhan is an active MDRT member, having served on a variety of committees, and is an MDRT Foundation Platinum Knight.

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How to build a high-performing team whose strengths complement yours

Asvin Chauhan, MIFP, Dip FA
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
Chauhan
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This is some text inside of a div block.
言語：
英語
中国語
スペイン語
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With the right team in place, advisors can focus on their core strengths, help clients make confident decisions and achieve their financial goals. Chauhan shares actionable strategies to recruit, develop and manage staff whose individual talents drive overall success, allowing advisors to better serve their clients and grow their practice with ease.

Ming-hsu Chen

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,
合計会員回数：
8
コート・オブ・ザ・テーブル：
1
トップ・オブ・ザ・テーブル：

Ming-hsu Chen currently serves as business manager at Taiwan Fubon Life Insurance Co. Ltd., where he has consistently maintained the company’s standard of excellence. With more than eight years working in the insurance profession, Chen leverages strong analytical skills from previous technology sector experience. He has a doctorate in electrical engineering from National Cheng Kung University and transitioned careers to pursue a Whole Person life.

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Simple sales, infinite referrals

Ming-hsu Chen
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:
12:00 pm
Monday, June 23, 2025
Chen
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Marketing
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言語：
中国語
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Start the sales process stress-free, so that you are no longer “pitching.” Learn Chen’s techniques that encourage clients to share their concerns, making sales effortless and creating continuous business opportunities. He also shares how to make your sales process self-checking.

Wen Chun Chen

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,
合計会員回数：
12
コート・オブ・ザ・テーブル：
8
トップ・オブ・ザ・テーブル：
6

Wen Chun Chen is the vice president of Honesty Insurance Brokers and author of “Heart Anchor” and “Big Order.” With more than 20 years of industry experience, Chen specializes in DISC personality traits, personal branding expertise and developing inner potential.

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How to become the brightest star

Wen Chun Chen
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:
12:00 pm
Tuesday, June 24, 2025
Chen
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Gestión de Negocios
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言語：
中国語
No items found.

Establish your position in the profession by industry positioning, brand building, social media marketing and extreme client service. Chen shares how to build your reputation through continuous learning and master six topics to become a standout industry leader.

Hsin Yu Chen

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,
合計会員回数：
5
コート・オブ・ザ・テーブル：
2
トップ・オブ・ザ・テーブル：

Hsin Yu Chen is a senior marketing director at Cathay Life Insurance with 13 years of service, specializing in medical insurance and inheritance planning. Achievements she has earned include the IDA Silver Dragon Award, IFPA Outstanding Insurance Elite Award and Taiwan Insurance Association Outstanding Salesperson Award.

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The path to a Whole Person life

Hsin Yu Chen
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:
11:00 am
Sunday, June 22, 2025
Chen
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Persona Íntegra
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言語：
中国語
No items found.

Work-life balance isn't just a dream. Through quantitative and qualitative planning, Chen explains how you can achieve high performance while enjoying quality time with family or personal moments. Deliberately cultivating certain habits can enhance your professional image and transform how clients perceive insurance consultants.

Xavier Shengyuan Chen, B Bus, ChFC

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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：

Xavier Shengyuan Chen, B Bus, ChFC, began his career as a financial services consultant at Great Eastern Life-Singapore under Advisors’ Clique at the age of 21 while pursuing his university education. He qualified for MDRT in 2013, the same year he graduated cum laude, and attributes the success of his 15-year career to his expertise in risk management and retirement planning.

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The golden circle process for critical illness

Xavier Shengyuan Chen, B Bus, 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:
3:00 pm
Tuesday, June 24, 2025
Chen
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Gestión de Negocios
This is some text inside of a div block.
言語：
英語
No items found.

Explore the why, how and what of coverage for critical illness, which, according to a World Health Organization study, contributes to 61% of total deaths in Singapore. Chen shares his risk-planning model and how it helps him structure clients’ insurance portfolio to ensure sufficient critical illness coverage.

Wen Chun Chen

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,
合計会員回数：
12
コート・オブ・ザ・テーブル：
8
トップ・オブ・ザ・テーブル：
6

Wen Chun Chen is the vice president of Honesty Insurance Brokers, where she specializes in DISC personality traits, personal branding expertise and cultivating the giant within. She has more than 20 years of experience in the financial services profession and is the author of "Anchors of the Heart" and "Big Deals."

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Panel discussion: Managing a unified advisor brand

Wen Chun Chen
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
Chen
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This is some text inside of a div block.
言語：
中国語
No items found.

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

Wen Chun Chen, Lee Chi-Hsiang, Holly Xiao Yan Miao Brain, Haiyang Wang

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,
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：

Wen Chun Chen is the vice president of Honesty Insurance Brokers, where she specializes in DISC personality traits, personal branding expertise and cultivating the giant within. She has more than 20 years of experience in the financial services profession and is the author of "Anchors of the Heart" and "Big Deals."

Lee Chi-Hsiang, CFP, MSF, has 21 years of experience in the insurance profession and holds a master’s degree in international finance. As a division manager at Nan Shan Life, he specializes in asset inheritance planning, corporate insurance policies and personal retirement planning as well as individual, medical and accident insurance planning.

Xiao Yan Holly Miao is the founder of Sunnylife 1618 Financial Inc., and the co-founder and CEO of Sunnylife Prosperity. With master’s degrees in management and law, Miao has 10 years of experience in the financial services profession and has received multiple awards for her accomplishments.

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

Wen Chun Chen, Lee Chi-Hsiang, Holly Xiao Yan Miao Brain, 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
Chen, Lee Chi-Hsiang, Miao Brain, Wang
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This is some text inside of a div block.
言語：
中国語
No items found.

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

Szu Wei Chiu

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

Szu Wei Chiu is the business development director of Cathay Life Insurance with 18 years of experience in financial services. She specializes in professional and organizational management, having established three successful sub-teams, and was the recipient of the IDA Bronze Dragon Award and Asia-Pacific Outstanding Insurance Leadership Award.

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Build script logic for personal and group operational excellence

Szu Wei Chiu
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:
2:30 pm
Monday, June 23, 2025
Chiu
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Gestión de Negocios
This is some text inside of a div block.
言語：
中国語
No items found.

Chiu explains the three pillars of efficient management: time optimization, relationship building and script logic.

Sunduck Chung

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,
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：

Sunduck Chung has been a senior life partner at KB Life Partners for more than three years, specializing in life insurance, variable insurance, non-life insurance, retirement pensions and fund investments. Chung graduated from Yonsei University with a degree in Chinese language and literature, and she completed her studies at the Graduate School of Interpretation and Translation at Hankuk University of Foreign Studies.

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Engage with clients through newsletters

Sunduck Chung
セッションの種類：
ConneXion Zone
講演の言語：
韓国語
セッション日：
2025年6月22日（日）
開始時間:
11:30 am
Sunday, June 22, 2025
Chung
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Marketing
This is some text inside of a div block.
言語：
韓国語
No items found.

Chung offers a practical guide to sending regular newsletters to clients for continuous client relationship building. Learn how to go beyond simply delivering performance updates and discover techniques for naturally showcasing growth achievements and securing appointment and application schedules.

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