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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。 

Panel discussion: Unity in diversity

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

Panel discussion: Unity in diversity

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

Panel discussion: How to talk about MDRT with your clients

Julianne Hertel, CLU, CHFC
セッションの種類:
ConneXion Zone
講演の言語:
英語
セッション日:
2025年6月22日(日)
開始時間:
11:00 am
Sunday, June 22, 2025
Hertel
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Gestión de Negocios
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言語:
英語
No items found.

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.

20 sales ideas in 20 minutes

Sarah Hogan, FPFS
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:
3:30 pm
Monday, June 23, 2025
Hogan
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Marketing
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言語:
英語
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Get ready to take notes! Hogan provides a quick-fire round of sales ideas and other concepts you can use with clients to generate more business and ensure your clients are protected.

Panel discussion: The first MDRT book club in Europe

Sarah Hogan, FPFS
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
Hogan
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Asesoría a Clientes
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言語:
英語
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Learn the process of launching the first European book club from scratch, including the first steps taken and how the first year was navigated. Members of the club share the seven principles of belonging to a book club while detailing the MDRT Europe book club’s achievements, challenges, opportunities and obstacles overcome.

How much is your day worth?

Seokwon Hong
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23日(月)
開始時間:
12:00 pm
Monday, June 23, 2025
Hong
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Persona Íntegra
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言語:
韓国語
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Drawing from successful experience in transitioning from the individual market to the physician market, Hong presents effective strategies for time management and productivity enhancement. Learn how to maximize the value of your daily 24 hours — time that's equally given to everyone.

成功から充実へ - 高い業績を続ける持続力

From success to fulfillment — the sustaining power for high achievers

Gordon Hoo
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
Hoo
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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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多くの優績者は果てしない成功の追求にとらわれていますが、喝采が消え、スポットライトが陰ったときに何が残るでしょう。Hooは単に成果を追い求める人生から、意義と永続的な充実感を味わう人生へとシフトする方法を説きます。

Many high achievers get caught up in the endless pursuit of success, but when the applause fades and the spotlight dims, what’s left? Hoo explains how to shift from merely chasing achievements to experiencing a life of meaning and lasting fulfillment.

Train your brain to improve your mental fitness

Dorice Horenstein
セッションの種類:
フォーカス・セッション
講演の言語:
英語
セッション日:
2025年6月24日(火)
開始時間:
1:30 pm
Tuesday, June 24, 2025
Horenstein
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言語:
英語
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Did you know that your own well-being and stress levels can affect the way you manage your practice and relationship challenges? Horenstein encourages you to uncover roadblocks that are hindering peak performance and explore ways to utilize neuroscience and technology to rise above with resilience.

From holistic life to holistic retirement

Hsin-hua Hsu
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:
11:30 am
Sunday, June 22, 2025
Hsu
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Asesoría a Clientes
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言語:
中国語
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Hsu explores three global retirement trends: aging demographics, shifting retirement ages and increasing employment among those over 65. Learn how utilizing new thoughts can lead to challenging traditional retirement concepts, regaining control of your life and creating a better life.

Changes and constants in the AI era

Cheng-Kan Huang
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:
2:30 pm
Sunday, June 22, 2025
Huang
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Asesoría a Clientes
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言語:
中国語
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AI is overwhelmingly affecting our work and life, so we can't help but wonder if it’s no longer necessary to work. Will we lose our jobs? Huang shares some practical tools to leverage AI and use fragmented time to maximize productivity while reinforcing the values that AI cannot replace: the importance of life insurance advisors.

How to turn your referrals into your ambassadors

Janet Huaracha Magana
セッションの種類:
ConneXion Zone
講演の言語:
スペイン語
セッション日:
2025年6月24日(火)
開始時間:
1:30 pm
Tuesday, June 24, 2025
Huaracha Magana
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Gestión de Negocios
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言語:
スペイン語
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Huaracha Magana addresses two key strategies: prospecting and creating networks of influence. Learn how to combine these strategies to create a positive cycle that allows you to strengthen your long-term relationships with clients, prospect organically through cross-referrals and have your most influential clients become your ambassadors.

How to turn your referrals into your ambassadors

Janet Huaracha Magana
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:
1:30 pm
Monday, June 23, 2025
Huaracha Magana
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This is some text inside of a div block.
言語:
スペイン語
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Huaracha Magana addresses two key strategies: prospecting and creating networks of influence. Learn how to combine these strategies to create a positive cycle that allows you to strengthen your long-term relationships with clients, prospect organically through cross-referrals and have your most influential clients become your ambassadors.

Panel discussion: Mastering the psychology of self-worth to drive radical business growth

Ross G. Hultgren, CFP, DFP
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:
3:00 pm
Monday, June 23, 2025
Hultgren
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This is some text inside of a div block.
言語:
英語
ヒンディ語
タイ語
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How can changes you make in your psychology directly translate into business success? Get to the core of developing and translating value while learning new techniques to drive referrals, revenue and much more.

“Would you do this to your mother?”: The ethics of advice

Katherine Hunt
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:
3:00 pm
Monday, June 23, 2025
Hunt
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言語:
英語
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Using practical, real-life examples, Hunt and Scott examine the ethical considerations and trade-offs financial advisors must make when providing advice to clients. Gain insights on individual autonomy, client personality and pricing for advice while engaging with activities, thought-provoking case studies and peer-to-peer learning.

“Would you do this to your mother?”: The ethics of advice

Katherine Hunt, Jeffrey Scott, CFP, Ph.D.
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:
3:00 pm
Monday, June 23, 2025
Hunt, Scott
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This is some text inside of a div block.
言語:
英語
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Using practical, real-life examples, Hunt and Scott examine the ethical considerations and trade-offs financial advisors must make when providing advice to clients. Gain insights on individual autonomy, client personality and pricing for advice while engaging with activities, thought-provoking case studies and peer-to-peer learning.

Do your parents have life insurance?

Kyu Sang Hwang
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23日(月)
開始時間:
12:30 pm
Monday, June 23, 2025
Hwang
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Marketing
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言語:
韓国語
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Based on his real-life experiences, Hwang shares effective techniques for proposing life insurance to the parents of clients in their 30s.

Your life plan is like a flight plan

Rodrigo Ibanez Barquet
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:
9:30 am
Wednesday, June 25, 2025
Ibanez Barquet
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言語:
スペイン語
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Are you truly aware of the power of your thoughts and everything you can achieve with them? Ibáñez Barquet teaches you how to reset your mindset to attract abundance and leave all doubts behind. Discover how to turn your thoughts to your advantage and turn obstacles into opportunities with a life plan to achieve the success you desire.

お客さまへ伝える相続対策について

Communicate the needs for inheritance planning

Fuyuki Igarashi
セッションの種類:
ConneXion Zone
講演の言語:
日本語
セッション日:
2025年6月22日(日)
開始時間:
12:30 pm
Sunday, June 22, 2025
Igarashi
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Marketing
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言語:
日本語
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お客さまに伝える相続対策の基本的な考え方(民法と税法の違い)を分かりやすく説明します。遺産分割の対象となる相続財産と課税対象となる相続財産の違いと留意点と具体的な遺産分割対策、納税資金対策、節税対策を紹介します。

Igarashi shares his approach to inheritance planning, highlighting how he differentiates civil law and tax law in a clear and simple way for clients. He provides examples of how to effectively divide an estate to protect the legacy, create funds for inheritance taxes and reduce tax liabilities.

私のお客さまの守り方

How I protect my clients

Nana Inatomi
セッションの種類:
ConneXion Zone
講演の言語:
日本語
セッション日:
2025年6月22日(日)
開始時間:
2:30 pm
Sunday, June 22, 2025
Inatomi
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Asesoría a Clientes
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言語:
日本語
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紹介入手メソッドをお話します。家系図を書き、そこから両親の年金額を含め、万が一亡くなった場合、高度障害になった場合、また介護状態になった場合のニード喚起を行います。

Inatomi shares how she earns referrals by creating a family tree to raise awareness about financial needs, taking into account the parents' pensions, as well as to prepare for the events of death, disability and the necessity for nursing care for either parent.

A 3-step action plan to recruit and onboard Gen Z

Laszlo Ivanizs
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:
2:00 pm
Monday, June 23, 2025
Ivanizs
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Gestión de Negocios
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言語:
英語
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Many advisors want to connect with younger generations but don’t know where to start. Ivanizs explains how to connect with these in-demand clients via social media, develop and post content that reaches prospects, and convert engagements into leads and insurance agents.

がんから学ぶ生命保険の真のポテンシャル

The hidden potential of life insurance learned from cancer

Takayuki Iwao
セッションの種類:
ConneXion Zone
講演の言語:
日本語
セッション日:
2025年6月22日(日)
開始時間:
2:00 pm
Sunday, June 22, 2025
Iwao
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Marketing
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言語:
日本語
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巌貴之(いわおたかゆき)はソニー生命保険株式会社のシニアライフプランナー。経験年数は12年目でソニー生命社長賞3回受賞。個人及び法人保険を扱っています。前職は製薬会社のMR。室蘭工業大学卒。

When you enhance your understanding of cancer, your communication will improve, prospects will agree to your proposals and your clients' sense of security will increase even further. Iwao explains the importance of understanding the emotions of clients when diagnosed, as well as how their families might feel, and provide a ray of hope with life insurance.

Driving continued success through the art of referrals

Shweta Jain
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24日(火)
開始時間:
1:30 pm
Tuesday, June 24, 2025
Jain
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This is some text inside of a div block.
言語:
ヒンディ語
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What processes do you have in place to establish consistency in your business? Jain shares why no amount of effective prospecting or service will generate stability and growth if you don’t know how to inspire, ask for and secure referrals from satisfied clients. This session will be presented in a combination of English and Hindi.

From fear to confidence: Embracing AI for competitive advantage

Tannya Jajal
セッションの種類:
フォーカス・セッション
講演の言語:
英語
セッション日:
2025年6月24日(火)
開始時間:
1:30 pm
Tuesday, June 24, 2025
Jajal
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This is some text inside of a div block.
言語:
英語
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AI is often surrounded by myths and misconceptions that can create fear and uncertainty. Jajal explains how you can cut through the confusion, understand the real potential of AI and see how it can drive innovation, operational efficiency and strategic growth as your most valuable asset rather than a perceived threat.

Market development strategies through comprehensive financial planning

Supawich Jedeetha, CFP
セッションの種類:
ConneXion Zone
講演の言語:
タイ語
セッション日:
2025年6月24日(火)
開始時間:
11:30 am
Tuesday, June 24, 2025
Jedeetha
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Marketing
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言語:
タイ語
No items found.

Jedeetha has built a reputation as a dedicated financial planner who prioritizes trust over sales. This philosophy has earned him the confidence of his clients, who now seek his advice on both financial and non-financial matters. Learn how, by providing detailed, client-focused guidance, he has secured repeat business and referrals without having to actively pursue new clients for three years.

メンタルの敏捷性: 逆境をチャンスに変える

Mental agility: Harnessing adversity to unlock opportunities

Inky Johnson
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
Johnson
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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.

メンタルの敏捷性とは逆境、変化、不確実性に直面しても適応し、必要に応じて方向転換し、成功する能力です。Johnsonは困難を障害ではなく、成長と革新へのステップと捉えることで物事の見方を変え、自信を持って人生の不確実性を乗り越え、あらゆる困難のなかに潜在する可能性を活用して、より大きな成功と充実感を得る力を得られると言います。

Mental agility is the ability to adapt, pivot and thrive in the face of adversity, change and uncertainty. Johnson explains how viewing challenges not as roadblocks but as steppingstones for growth and innovation will empower you to reframe your perspective, navigate life’s uncertainties with confidence, and harness the potential within every challenge to achieve greater success and fulfillment.

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