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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。 

7 Steps for addressing your customer's growing needs

Nuttawut Chutipong
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:
2:00 pm
Sunday, June 22, 2025
Chutipong
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Asesoría a Clientes
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言語:
タイ語
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Strategies for identifying clients’ financial risks include analyzing, diagnosing and proposing solutions based on relevant information. By offering tailored solutions and appropriate products, Chutipong shares how building strong relationships and providing continuous support with clients fosters a collaborative approach to financial planning and ensures clients’ financial needs are met.

MDRT Academy session: Break through to the next level

Tim Daniel Clairmont, MSFS, 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22日(日)
開始時間:
12:00 pm
Sunday, June 22, 2025
Clairmont
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Gestión de Negocios
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言語:
英語
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How can you break through the barriers to success and achieve this ever-elusive goal? At this session specially designed for MDRT Academy members, Clairmont shares three tried-and-true ideas for achieving the success — including MDRT qualification — that’s on the horizon.

信頼、目標、そして情熱的な両面性: 正真正銘のアドバイスによる関係強化

Trust, goals and passionate ambivalence: Mastering the art of authentic advising

Tim Daniel Clairmont, MSFS, LACP
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
Clairmont
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言語:
英語
ヒンディ語
日本語
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Clairmontの3つの主要コンセプトは、正真正銘の一貫した交流を通じて顧客との信頼関係を築き、維持するための枠組みです。一貫した対話、意義ある目標設定に向けた体系的な方法、真のケアと専門家としての冷静さのバランスをとる哲学により皆さんの誠実さと個人的な幸福を維持しながら、顧客との関係を向上させています。

Learn Clairmont’s three key concepts — the framework for building and maintaining client relationships through authentic, consistent interactions; a structured way to set and achieve meaningful goals; and a philosophy that balances genuine care with professional detachment — to advance your client relationships while maintaining your integrity and personal well-being:

Beyond numbers: Whole Person

Herman Colin, LUTCF, 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:
2:30 pm
Monday, June 23, 2025
Colin
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Persona Íntegra
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言語:
スペイン語
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While being an MDRT member is an incredible opportunity to gain new ideas, learn from the best and refine our skills, sometimes we only focus on having good numbers when being part of MDRT goes beyond that. Colin discusses the importance of striving to be better individuals and shares insights on how to focus on becoming the best versions of ourselves, both personally and professionally.

Panel discussion: Foolproof strategies for countless referrals

Melisa Alejandra Corella Gastelum
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:
1:30 pm
Sunday, June 22, 2025
Corella Gastelum
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Gestión de Negocios
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言語:
スペイン語
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Corella Gastelum and Medrano Torres share some foolproof techniques to increase the raw material of every advisor: referrals.

Balancing financial advisors: Key strategies for sustainable growth without burnout

Alfredo Cortés
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:
2:30 pm
Sunday, June 22, 2025
Cortés
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Persona Íntegra
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言語:
スペイン語
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Cortés explores practical strategies for managing a large client portfolio while maintaining personal well-being. Discover how to optimize your time, prioritize tasks and stay focused as you expand your business while enjoying a balanced and fulfilling life.

Panel discussion: How to talk about MDRT with your clients

Robert Cullen, FSCP, MBA
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
Cullen
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Gestión de Negocios
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言語:
英語
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Do your clients know the value your MDRT membership brings to them? Join this session to learn strategies for talking about MDRT with clients and how this important skill can bolster your reputation and business.

12x Top of the Table with 4 new clients each year

Rickson Joel D'Souza
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:
12:30 pm
Tuesday, June 24, 2025
D'Souza
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Persona Íntegra
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言語:
英語
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D’Souza shares how he grew his practice exponentially with fewer clients, offering strategies on niche selection, patient prospecting and applying entrepreneurial principles to create sustainable growth. He also emphasizes achieving balance by building a freedom-generating practice, allowing him 137 travel days last year while exceeding revenue goals.

12x Top of the Table with a 46-day summer vacation

Rickson Joel D'Souza
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
D'Souza
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言語:
英語
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You read that right. By identifying his right-fit clients, developing a time management system and committing to both professional and personal goals, D’Souza has maximized his production without sacrificing balance. Learn how to personalize his tools to create your own unique formula for balance and long-term success.

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

Codesh Shekinah De Jesus Hernandez
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
De Jesus Hernandez
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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.

5 key principles to achieve Top of the Table

Marcelo H. De Rada
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:
11:00 am
Sunday, June 22, 2025
De Rada
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Marketing
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言語:
スペイン語
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If you are seeking a significant change in your career as an advisor, then it's crucial to evaluate your activity levels. De Rada reveals why your closing percentage is the key variable you need to focus on beyond the number of appointments with prospects and how to improve this essential metric.

Serve and retain clients through high-quality staff management

Derek Wong Tuck Kong
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:
2:30 pm
Sunday, June 22, 2025
Derek Wong Tuck Kong
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Gestión de Negocios
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言語:
英語
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How does Derek Wong Tuck Kong service more than 5,000 policies? Learn how he has built a highly engaged, 10-person support staff with well-defined roles that create strong relationships and satisfied clients.

質の高いスタッフ管理による顧客サービスで囲い込む

Serve and retain clients through high-quality staff management

Derek Wong Tuck Kong
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
Derek Wong Tuck Kong
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Gestión de Negocios
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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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Derek Wong Tuck Kongはどうやって5,000件以上の保険契約を保全しているのか。明確な役割分担のある10人のスタッフが非常に意欲的なサポートチームとして顧客との強固な関係と顧客満足を実現しています。その方法をご紹介します。

How does Derek Wong Tuck Kong service more than 5,000 policies? Learn how he has built a highly engaged, 10-person support staff with well-defined roles that create strong relationships and satisfied clients.

How to get your clients engaged and buying, then how to keep them engaged and paying

Simran Dhillon, ADFS, B Comm
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:
2:30 pm
Tuesday, June 24, 2025
Dhillon
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Marketing
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言語:
英語
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Dhillon shares the questions he asks to show the client he cares about what’s important to them and the visuals he uses so clients understand what he is doing for them. Discover how to keep clients engaged in planning and turn them into advocates of what you do.

Homework for life การบ้านทั้งชีวิต

Homework for life

Matthew Dicks
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
Dicks
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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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Dicksは日々の小さな習慣を実践することで隠れたストーリーを発見し、つながりを深め、それぞれの経験に対する深い理解を育み、自分自身をよりよく理解できると述べます。これを実践することで優れたストーリーテリング、意識の向上、持続的な自己成長につながることを明らかにします。

By committing to a small daily habit, Dicks says, we can uncover hidden stories, sharpen our ability to connect with others, develop a deeper appreciation for our personal experiences and understand ourselves better. He reveals how this practice leads to better storytelling, heightened awareness and lasting personal growth.

Turning failure into feedback to survive and thrive

Richard Dobson, CFP
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:
12:30 pm
Monday, June 23, 2025
Dobson
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Asesoría a Clientes
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言語:
英語
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While not getting a positive outcome with a client is discouraging, the lessons these situations provide are valuable and often ignored. Dobson explains how to view failure as feedback to "mine" these experiences and come out ahead.

Staying motivated in challenging times

Eunice Díaz Ledezma
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
Díaz Ledezma
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Persona Íntegra
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言語:
スペイン語
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Though challenges are inevitable in both life and business, what makes a difference is the ability to remain focused and motivated. Díaz Ledezma shares tools and strategies to maintain a resilient, focused and optimistic mindset so you can transform obstacles into opportunities for growth and stay motivated when others give up, as perseverance can be the key difference between success and stagnation.

Business insurance planning: 7 sales in one

Bradford L. Elman, CLU, ChSNC
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:
12:00 pm
Monday, June 23, 2025
Elman
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Asesoría a Clientes
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言語:
英語
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Business life and disability insurance are a lot easier to sell than personal life insurance, Elman says. Learn why this approach makes it much easier to get referrals, leads to personal insurance and financial planning cases automatically, and creates opportunities for additional coverage, including key person life, key person disability, buy-sell life, buy-sell disability, corporate paid life as an executive benefit, and individual disability to supplement the corporate group plan.

Mentorship mastery: Building lasting connections and transforming practices through MDRT

Seana Fardy, CFP, 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:
9:30 am
Wednesday, June 25, 2025
Fardy
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This is some text inside of a div block.
言語:
英語
ヒンディ語
中国語
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Sharing a transformative journey through the MDRT Mentoring Program, Fardy and Mitchell reveal how a simple online match blossomed into a meaningful professional relationship that still impacts both of their lives today. Learn how they structured their meetings around the MDRT mentorship framework, using it to navigate career transitions like succession planning and team building, and found unexpected value in their evolving friendship.

Panel discussion: Mentorship mastery: Building lasting connections and transforming practices through MDRT

Seana Fardy, CFP, CLU
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:
11:30 am
Sunday, June 22, 2025
Fardy
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Gestión de Negocios
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言語:
英語
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Discover how you can leverage MDRT mentorship to elevate your practice and create a network of support for years to come. Sharing a transformative journey through the MDRT Mentoring Program, Fardy and Mitchell reveal how a simple online match blossomed into a meaningful, professional relationship that still impacts both of their lives today through growth, guidance and much more.

Mentorship mastery: Building lasting connections and transforming practices through MDRT

Seana Fardy, CFP, CLU, Dana Mitchell, CFP, 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:
9:30 am
Wednesday, June 25, 2025
Fardy, Mitchell
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This is some text inside of a div block.
言語:
英語
ヒンディ語
中国語
No items found.

Sharing a transformative journey through the MDRT Mentoring Program, Fardy and Mitchell reveal how a simple online match blossomed into a meaningful professional relationship that still impacts both of their lives today. Learn how they structured their meetings around the MDRT mentorship framework, using it to navigate career transitions like succession planning and team building, and found unexpected value in their evolving friendship.

Dividing your target market into approachable groups

Salzina Cruzinha Fernandes
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25日(水曜)
開始時間:
11:00 am
Wednesday, June 25, 2025
Fernandes
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This is some text inside of a div block.
言語:
ヒンディ語
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Go deeper into target marketing as Fernandes explains her method of market segmentation to drive professional growth and long-term success. Learn to identify subsets based on values, attitudes, priorities and much more as you refine your concept of right-fit clients and how you can best serve them.

Undertaking a business metamorphosis: Transform your leadership and open yourself to innovation

Carlos Fernandez
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25日(水曜)
開始時間:
11:00 am
Wednesday, June 25, 2025
Fernandez
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This is some text inside of a div block.
言語:
スペイン語
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After more than 200 conversations with global leaders, innovators and visionaries on his podcast, Fernández has learned impactful lessons that have transformed his views on success, leadership and innovation. Learn practical ideas and strategies you can implement on your path to leadership and business success that will challenge your convictions and expand your vision of human and organizational potential.

チャンピオン・マインドの秘密

Secrets of a champion mindset

Molly Fletcher
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
Fletcher
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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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ベストとその他大勢の違いは何かFletcherは継続的な成長と永続的な成功をもたらすマインドセットの転換を解き明かします。深い人間関係と新たなレベルのパフォーマンスを生み出す好奇心とつながりを応用する方法も紹介します。  

What separates the best from the rest? Fletcher unpacks the mindset shifts that drive continuous growth and lasting success — including how to apply curiosity and connection to fuel deeper relationships and new levels of performance.  

Improve your hiring and supersize your results

Carlyle Fletcher, CLU
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23日(月)
開始時間:
1:30 pm
Monday, June 23, 2025
Fletcher
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This is some text inside of a div block.
言語:
英語
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Are your recruiting strategies leading to the best possible outcomes? Fletcher shares techniques to ensure you're hiring only ideally suited candidates who can help build your team and your business.

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