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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。 

Joseph Jordan

New York
,
NY
,
USA
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：

Joseph Jordan is an inspirational speaker, behavioral finance expert and author of the award-winning book “Living a Life of Significance,” which has sold more than 150,000 copies and is translated into five languages. Jordan has given hundreds of presentations to more than 400,000 financial services professionals in 28 countries around the world and was the recipient of the 2023 John Newton Russell Memorial Award, the highest honor accorded by the insurance industry for outstanding services to the institution of life insurance.

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Purpose-driven retirement planning

Joseph Jordan
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
Jordan
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言語：
英語
No items found.

Clients need help both planning for their financial future and preparing for a retirement filled with meaning and purpose. Jordan shares why financial planning is becoming more like life coaching and the six retirement risks clients need your help to address.

Luis Arturo Juárez Morales

,
,
合計会員回数：
13
コート・オブ・ザ・テーブル：
12
トップ・オブ・ザ・テーブル：
10

Luis Arturo Juárez Morales has 25 years of experience in finance and business. He has worked for various consulting firms, financial groups and private investment fund companies throughout his career. Currently, he is the founder and managing partner of ARPRO Family Office, a firm that specializes in insurance and manages the wealth of hundreds of clients. Additionally, Juárez Morales has been a speaker on financial and wealth management topics at forums within the insurance profession.

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How to grow your business by 10

Luis Arturo Juárez Morales
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:
11:30 am
Sunday, June 22, 2025
Juárez Morales
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Asesoría a Clientes
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言語：
スペイン語
No items found.

Juárez Morales discusses ways to grow your business while maintaining a flat structure and minimizing expenses to achieve greater profitability.

Daisuke Kabata

,
,
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：

Daisuke Kabata 下野大介は株式会社ライフガードジャパンのアドバイザーであり、MDRT日本会のリーダー。業界経験は26年あり、ライフコンサルティング、不動産アドバイス、損害保険を専門に扱っています。前職は医療器メーカーでの貿易業務でした。

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Daisuke Kabata is an advisor at Lifeguard Japan Co. Ltd. and an active MDRT member. With 26 years of experience in the field, Kabata specializes in life insurance consulting, real estate advice, and property and casualty insurance. Before joining the business, he worked in the trading division of a medical equipment manufacturer.

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AIの脅威をチャンスに変えてお客さまと強い信頼関係を築く方法

Panel discussion: How to turn the threat of AI into opportunities and build strong relationships with your clients

Daisuke Kabata
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24日（火）
開始時間:
3:00 pm
Tuesday, June 24, 2025
Kabata
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This is some text inside of a div block.
言語：
日本語
No items found.

このパネルディスカッションではAIの進化の時代に生命保険募集人としてお客さまを守り続けるために必要な信頼関係構築方法を学ぶことができます。既契約者との信頼関係構築こそがこの仕事の本質です。2名の講師が『保全活動から新しいお客さまをご紹介いただく手法』を共有し、初心を思い出す機会を提供します。

Learn to build essential relationships as life insurance advisors while continuing to protect clients in the age of AI evolution. The core of our business is to cultivate trust with our policyholders. Two speakers discuss how to earn referrals through policy services, recapturing the enthusiasm you had as a beginner.

Daisuke Kabata, Akiko Kawagoe

,
,
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：

Daisuke Kabata 下野大介は株式会社ライフガードジャパンのアドバイザーであり、MDRT日本会のリーダー。業界経験は26年あり、ライフコンサルティング、不動産アドバイス、損害保険を専門に扱っています。前職は医療器メーカーでの貿易業務でした。

Akiko Kawagoe 川越晶子はFP-partnerのエグゼクティブコンサルタントで、32年の経験があります。保険全般を専門としています。

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Daisuke Kabata is an advisor at Lifeguard Japan Co. Ltd. and an active MDRT member. With 26 years of experience in the field, Kabata specializes in life insurance consulting, real estate advice, and property and casualty insurance. Before joining the business, he worked in the trading division of a medical equipment manufacturer.

Akiko Kawagoe is an executive consultant at FP Partner Inc. She has 32 years of experience and specializes in the insurance business.

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AIの脅威をチャンスに変えてお客さまと強い信頼関係を築く方法

Panel discussion: How to turn the threat of AI into opportunities and build strong relationships with your clients

Daisuke Kabata, Akiko Kawagoe
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24日（火）
開始時間:
3:00 pm
Tuesday, June 24, 2025
Kabata, Kawagoe
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言語：
日本語
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このパネルディスカッションではAIの進化の時代に生命保険募集人としてお客さまを守り続けるために必要な信頼関係構築方法を学ぶことができます。既契約者との信頼関係構築こそがこの仕事の本質です。2名の講師が『保全活動から新しいお客さまをご紹介いただく手法』を共有し、初心を思い出す機会を提供します。

Learn to build essential relationships as life insurance advisors while continuing to protect clients in the age of AI evolution. The core of our business is to cultivate trust with our policyholders. Two speakers discuss how to earn referrals through policy services, recapturing the enthusiasm you had as a beginner.

Pakpoom Kaewtrakanwong, FChFP

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,
合計会員回数：
10
コート・オブ・ザ・テーブル：
3
トップ・オブ・ザ・テーブル：

Pakpoom Kaewtrakanwong, FChFP, serves as assistant director of sales with more than a decade of experience. He earned a bachelor’s degree in engineering (second class honors) from Chulalongkorn University and holds prestigious qualifications.

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Tips for mastering the art of persuasion

Pakpoom Kaewtrakanwong, FChFP
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:
1:00 pm
Monday, June 23, 2025
Kaewtrakanwong
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Marketing
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言語：
タイ語
No items found.

Successful client engagement extends beyond simply offering a product; it requires a thorough understanding of clients’ genuine needs. Kaewtrakanwong explains how the Golden Circle framework strengthens the effectiveness and credibility of your communication: The “why” connects clients emotionally to your offerings; the “how” demonstrates your solutions to address their challenges; and the “what” represents the appropriate product or service.

Ryosuke Kambara

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,
合計会員回数：
13
コート・オブ・ザ・テーブル：
4
トップ・オブ・ザ・テーブル：

Ryosuke Kambara 神原良輔は東京海上日動あんしん生命保険会社のエグゼクティブ・ライフ・パートナーです。金融サービスの専門家として10年以上の経験があり、個人と法人両方のマーケットで活躍し、社長賞を12年連続で受賞しています。

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Ryosuke Kambara is an executive life partner at Tokio Marine & Nichido Anshin Life Insurance Company. With more than a decade of experience in the financial services profession, Kambara specializes in working with individuals and corporations and has received his company’s President’s Cup for 12 consecutive years.

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生命保険募集人として働き続けるけるために

Continue to excel as a life insurance specialist

Ryosuke Kambara
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:
1:30 pm
Monday, June 23, 2025
Kambara
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言語：
日本語
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決意をもって活動していてもうまくいかない事はたくさんあります。そんな時に何を考えどう行動するかで結果が変わります。自身の経験をもとにお話いたします。

Sometimes things do not go well despite your commitment to doing a good job. Kambara shares his story on how the outcome will depend on your reaction in that situation.

Diana Kander

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合計会員回数：
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Diana Kanderはニューヨーク・タイムズのベストセラー作家であり、イノベーション・コンサルタントとして世の中の既成概念や大きな問いを投げかけることに尽力しています。8歳で難民として米国にきたKanderは次々と起業し、これまでに数百万ドル相当の製品やサービスを販売してきました。最初の著書は現在100校以上の大学のイノベーション・コースや、従業員が起業家のように考えることを支援する組織で推奨されています。2冊目の著書は好奇心を維持し、最終的にビジネスを未来につなげるための方法論が書かれています。

Diana Kander is a New York Times bestselling author and innovation consultant who has spent her career challenging assumptions and asking big questions. A serial entrepreneur who entered the U.S. as a refugee at the age of 8, Kander has sold millions of dollars’ worth of products and services. Her first book has been used by more than 100 universities in their innovation courses as well as by organizations to help their employees think more like entrepreneurs, while her second book describes a methodology to keep curiosity alive inside of an organization, ultimately future-proofing the business.

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秘めた革新者魂を解き放て

Unlock the innovator within

Diana Kander
セッションの種類：
メイン・プラットフォーム
講演の言語：
英語
セッション日：
2025年6月24日（火）
開始時間:
8:00 am
Tuesday, June 24, 2025
Kander
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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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"創造的に考え素早く適応し、ビジネスを再考する方法をご存知ですか？Kanderは競争の激しい市場で優位に立ち、自身の専門分野でさらに大きな影響力を発揮するための実行可能な戦略を共有します。 "

"Do you know how to think creatively, adapt quickly and reimagine your business? Kander shares actionable strategies to stay ahead in a competitive market and make an even greater impact in your field. "

Aaron Kane, B Bus, AFA

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,
合計会員回数：
11
コート・オブ・ザ・テーブル：
9
トップ・オブ・ザ・テーブル：
7

Aaron Kane, B Bus, AFA, is a second-generation financial advisor and director of EK Financial Group, a family-owned firm founded by his father. With two decades of experience, Kane began working in the family business when he was 21. He has played a key role in transforming EK Financial Group into a highly efficient, profitable firm, combining cutting-edge strategies with the personal touch his family business is known for. An active MDRT member who is passionate about innovation and growth, Kane enjoys mentoring young advisors aspiring to qualify for MDRT .

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5 traits of a profitable advisory firm

Aaron Kane, B Bus, AFA
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
Kane
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Gestión de Negocios
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言語：
英語
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Drawing on 20 years of experience, Kane outlines five traits that drive profitability, including automating systems, implementing a consistent pricing policy, outsourcing, surveying clients and engaging a business coach. Gain actionable steps to streamline your operations, enhance client satisfaction and boost your firm’s financial success.

Aaron Kane, B Bus, AFA

,
,
合計会員回数：
11
コート・オブ・ザ・テーブル：
9
トップ・オブ・ザ・テーブル：
7

Aaron Kane, B Bus, AFA, is a second-generation financial advisor and director of EK Financial Group, a family-owned firm founded by his father. With two decades of experience, Kane began working in the family business when he was 21. He has played a key role in transforming EK Financial Group into a highly efficient, profitable firm, combining cutting-edge strategies with the personal touch his family business is known for. An active MDRT member who is passionate about innovation and growth, Kane enjoys mentoring young advisors aspiring to qualify for MDRT.

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

Aaron Kane, B Bus, AFA
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
Kane
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言語：
英語
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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.

Hyeon Ho Kang

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,
合計会員回数：
18
コート・オブ・ザ・テーブル：
10
トップ・オブ・ザ・テーブル：
2

Hyeon Ho Kang has 22 years of experience as a financial services advisor. Utilizing excellent communication skills and expertise accumulated from his experience as a cram school instructor, Kang strives to provide clients with optimized retirement income solutions. He has won numerous awards, obtained retirement-related qualifications and is currently preparing a doctoral dissertation on retirement asset management.

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How are you preparing for your retirement income solutions?

Hyeon Ho Kang
セッションの種類：
フォーカス・セッション
講演の言語：
韓国語
セッション日：
2025年6月24日（火）
開始時間:
1:30 pm
Tuesday, June 24, 2025
Kang
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This is some text inside of a div block.
言語：
韓国語
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Learn innovative retirement income strategies tailored to the changing financial environment. Kang shares how to build a customized portfolio that integrates investment, tax optimization and income distribution, and shares practical solutions for sustainable retirement income generation. You can strengthen your differentiated retirement planning capabilities beyond traditional methods.

Akiko Kawagoe

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,
合計会員回数：
16
コート・オブ・ザ・テーブル：
9
トップ・オブ・ザ・テーブル：
1

Akiko Kawagoe 川越晶子はFP-partnerのエグゼクティブコンサルタントで、32年の経験があります。保険全般を専門としています。

Akiko Kawagoe is an executive consultant at FP Partner Inc. She has 32 years of experience and specializes in the insurance business.

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AIの脅威をチャンスに変えてお客さまと強い信頼関係を築く方法

Panel discussion: How to turn the threat of AI into opportunities and build strong relationships with your clients

Akiko Kawagoe
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24日（火）
開始時間:
3:00 pm
Tuesday, June 24, 2025
Kawagoe
This is some text inside of a div block.
This is some text inside of a div block.
言語：
日本語
No items found.

このパネルディスカッションではAIの進化の時代に生命保険募集人としてお客さまを守り続けるために必要な信頼関係構築方法を学ぶことができます。既契約者との信頼関係構築こそがこの仕事の本質です。2名の講師が『保全活動から新しいお客さまをご紹介いただく手法』を共有し、初心を思い出す機会を提供します。

Learn to build essential relationships as life insurance advisors while continuing to protect clients in the age of AI evolution. The core of our business is to cultivate trust with our policyholders. Two speakers discuss how to earn referrals through policy services, recapturing the enthusiasm you had as a beginner.

Carol Kheng, ChFC

,
,
合計会員回数：
27
コート・オブ・ザ・テーブル：
5
トップ・オブ・ザ・テーブル：
4

Carol Kheng, ChFCは2025年度MDRT会長です。Khengは2022年以来、MDRT役員会のメンバーとして複数の役割を務めています2019年にグローバル・コンファレンス大会担当ディビジョナル・バイス・プレジデント、2009年にはメンバー・リソース・ベスト・プラクティス担当DVPを務めました。KhengはMDRT Foundationの理事を務めた経験があり、ダイアモンド・ナイトです。Prudential Assurance Company Singaporeのマスター・ファイナンシャル・コンサルタントとして活躍し、同社のMDRT Clubの創設メンバーであり初代チェアを務めました。

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Carol Kheng, ChFC, is the 2025 President of MDRT. Kheng has served in multiple roles on the MDRT Executive Committee since 2022. She previously served as Divisional Vice President for Global Conference Program General Arrangements in 2019 and for MDRT’s Member Resources–Practice Management Division in 2009. Kheng also has served on the Board of Trustees of the MDRT Foundation, for which she is a Diamond Knight. Kheng is a master financial consultant with Prudential Assurance Company Singapore, where she was the founding member and chairperson of its MDRT Club.

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会長あいさつ

Presidential Address

Carol Kheng, ChFC
セッションの種類：
メイン・プラットフォーム
講演の言語：
英語
セッション日：
2025年6月23日（月）
開始時間:
8:00 am
Monday, June 23, 2025
Kheng
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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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2025年度MDRT会長 Carol Kheng, ChFCのあいさつ。

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Carol Kheng, ChFC, makes her 2025 Presidential Address.

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Weeradet Khongcharoensuk

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

Weeradet Kongcharoensuk has extensive experience in the life insurance sector, having held roles as both a life insurance advisor executive and an investment advisor. He is also an MDRT Life member, reflecting his commitment to excellence and dedication to serving his clients.

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From 500 per month to 5 million per year

Weeradet Khongcharoensuk
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:
12:30 pm
Monday, June 23, 2025
Khongcharoensuk
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Marketing
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言語：
タイ語
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When clients receive exceptional service that prioritizes their safety and well-being, they feel both impressed and deeply satisfied. Khongcharoensuk explains how this satisfaction naturally encourages clients to refer your services to others, helping to expand your client base. Each referral brings in potential clients with the financial capacity to become loyal clients, often surpassing initial expectations and driving long-term growth.

Hye Ok Kim

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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：

Hye Ok Kim is a representative at MetLife Korea, specializing in life insurance consulting. She has been in the financial services profession for 14 years and has experience with estate planning, policy analysis and solution planning, and inheritance. She holds a Bachelor of Science in information and communication engineering at Youngjin College and won the FP Conference Excellence Award for her accomplishments.

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Cultivating gratitude in pioneering new markets

Hye Ok Kim
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24日（火）
開始時間:
11:30 am
Tuesday, June 24, 2025
Kim
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Marketing
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言語：
韓国語
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Drawing on her experience at a nursing hospital, Kim shares the process of learning the roles and responsibilities of an insurance planner while caring for the insurance coverage needs of nursing care workers. Discover her story of how relationships that started with small, long-term care insurance policies expanded to include families and acquaintances of caregivers.

Márta Borbála Király

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,
合計会員回数：
9
コート・オブ・ザ・テーブル：
5
トップ・オブ・ザ・テーブル：
5

Márta Borbála Király has been in the financial services profession for more than a decade. Her practice focuses on providing financial planning to business owners, executives and professionals. She shares her practical ideas at speaking engagements all over the world and is passionate about mentoring fellow financial advisors. Kiraly is also an MDRT Foundation Gold Knight.

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A 3-step magic formula for successful webinars

Márta Borbála Király
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
Kiraly
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Marketing
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言語：
英語
No items found.

Webinars are a powerful tool to deliver your message, entertain your audience and close deals, but preparation is key. Kiraly explains how she attracts attention and delivers impactful webinars to connect with business owners and ensure a steady stream of prospects and successful client engagement.

Márta Borbála Király

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,
合計会員回数：
9
コート・オブ・ザ・テーブル：
5
トップ・オブ・ザ・テーブル：
5

Márta Borbála Királyは金融サービスの仕事を10年以上続けています。経営者、役員、そして専門職の方々にファイナンシャル・プランを提供することに注力しています。世界各地に招かれて講演をし、自身の成功事例を紹介するとともに、ファイナンシャル・アドバイザーのメンタリングにも尽力しています。KirályはMDRT FoundationのGold Knightです。

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Márta Borbála Király has been in the financial services profession for more than a decade. Her practice focuses on providing financial planning to business owners, executives and professionals. She shares her practical ideas at speaking engagements all over the world and is passionate about mentoring fellow financial advisors. Király is also an MDRT Foundation Gold Knight.

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AIに命を救われて

AI helped me save a life

Márta Borbála Király
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
Király
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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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当初テクノロジーには興味がなかったKirályですが、AI、特にChatGPTによってマーケットを広げられました。実用的なAIツールを３つ紹介します。効率的な調査にはPerplexity.ai、ターゲットを絞った見込客探しはApollo.io、そして素晴らしいビジュアルにはMidjourneyを活用しています。AIは単なるツールではなく、ビジネス慣行を強化し生活に影響を与える重要な機会であると強調します。

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Initially uninterested in technology, Király discovered how AI, specifically ChatGPT, facilitated her outreach. She shares three practical AI tools — Perplexity.ai for efficient research, Apollo.io for targeted prospecting and Midjourney for stunning visuals — while emphasizing that AI is not only a tool but a vital opportunity to enhance business practices and impact lives.

Ryosuke Kitaguchi

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合計会員回数：
16
コート・オブ・ザ・テーブル：
8
トップ・オブ・ザ・テーブル：
2

北口竜輔(きたぐちりょうすけ）はプルデンシャル生命保険株式会社のライフプランナーで、業界22年目。前職は東レ株式会社。社内社長杯に18回入賞しました。

Ryosuke Kitaguchi represents Prudential Life Insurance Company. He has 22 years of experience and has qualified for his company’s President’s Club Award 18 times. He was formerly employed by Toray Industries Inc.

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人間力を高めよう

Heighten our human skills

Ryosuke Kitaguchi
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23日（月）
開始時間:
12:00 pm
Monday, June 23, 2025
Kitaguchi
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Persona Íntegra
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言語：
日本語
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目に見えない商品を売る以上、私たちには良い人間性が求められます。お客さまに尊敬され愛され信頼されるために必要な気配り、配慮、思いやり、優しさ、共感力などの全てをバランスよく兼ね備た「人間力」の高い人になる必要があります。気の利く人には見えるが、気の利かない人には見えないものがあります。「心の視力」が高い人は優しさと想像力に溢れているという具体例を紹介します。

To successfully sell intangible products, we must possess strong human qualities. To become a respected, loved and trusted advisor, you need high human skills, including attentiveness, consideration, compassion, kindness and empathy. Kitaguchi explains how highly skilled individuals can perceive certain details that may not be obvious to others. He shares examples of people with “high emotional vision” who are kind and imaginative.

June Rong Rong Koh

Singapore
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Singapore
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：

June Rong Rong Koh joined Prudential Assurance Singapore in 2019 as a financial advisor. A pharmacist by training, Koh combines analytical precision with a passion for client well-being. Her innovative approach to personal branding and client relationships not only propelled her to Court of the Table status in her first year but also significantly improved her mentorship capabilities. As a senior financial services manager, Koh is dedicated to multiplying her impact through guiding other advisors toward success.

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Lighthouse branding: Elevating your practice through your tribe

June Rong Rong Koh
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
Koh
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言語：
英語
韓国語
タイ語
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How can you build an authentic personal brand that resonates deeply with your ideal clients? Koh reveals her strategies for attracting and engaging a loyal audience, leveraging social media to amplify your message and implementing best practices that align your brand with your core values, turning casual clients into long-term advocates.

Lizette Kominik Sterling

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合計会員回数：
10
コート・オブ・ザ・テーブル：
2
トップ・オブ・ザ・テーブル：

Lizette Kominik Sterling has more than 30 years of experience in the insurance and surety field and has been an insurance advisor for the last 22 years. She holds a degree in marketing, a postgraduate degree in human resources, and is a professor of insurance and surety bonding at the postgraduate level.

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

Lizette Kominik Sterling
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
Kominik Sterling
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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.

Theerawat Korkietanon

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

Theerawat Korkietanon has more than 10 years of experience in the insurance profession. As senior district manager at Allianz Ayudhya since 2015, Korkietanon’s career began in health insurance sales, later expanding to case management and customer service for high-net-worth individuals. After earning a communications degree, he worked at Workpoint for a decade and at an event agency before transitioning to insurance.

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Strategies to grow and diversify the clientele of high-net-worth individuals and prominent figures

Theerawat Korkietanon
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25日（水曜）
開始時間:
9:30 am
Wednesday, June 25, 2025
Korkietanon
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言語：
タイ語
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Clearly communicating the fundamental principles that highlight the value of life insurance helps clients recognize its importance and benefits. Korkietanon shares why this transparency not only reinforces clients’ confidence in your exceptional service but also inspires them to share their positive experiences with others.

Panida Krueawiwattanakul

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

Panida Krueawiwattanakul served as senior executive vice president at Allianz Ayudhya for eight years, specializing in comprehensive financial planning services for high-net-worth individuals and families. With a diverse professional background that includes roles as a flight attendant, executive in national organizations and entrepreneur, Krueawiwattanakul has received numerous awards throughout her career.

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

Panida Krueawiwattanakul
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
Krueawiwattanakul
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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.

Panida Krueawiwattanakul, Panupon Vungvilai, AFP

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合計会員回数：
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Panida Krueawiwattanakul served as senior executive vice president at Allianz Ayudhya for eight years, specializing in comprehensive financial planning services for high-net-worth individuals and families. With a diverse professional background that includes roles as a flight attendant, executive in national organizations and entrepreneur, Krueawiwattanakul has received numerous awards throughout her career.

Panupon Vungvilai, AFP, is the chief executive officer of FWB Life Insurance Public Co. Ltd., where she 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

Panida Krueawiwattanakul, 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
Krueawiwattanakul, Vungvilai
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This is some text inside of a div block.
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.

Chia-Cheng Kuo

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合計会員回数：
9
コート・オブ・ザ・テーブル：
3
トップ・オブ・ザ・テーブル：

Chia-Cheng Kuo is director at Cathay Life Insurance. He holds a master’s degree, has 18 years of experience in the financial services profession and specializes in protection products.

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Explain insurance through visual storytelling

Chia-Cheng Kuo
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:
1:00 pm
Monday, June 23, 2025
Kuo
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Asesoría a Clientes
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言語：
中国語
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Kuo shares how to make insurance — an important yet complex financial tool — easily understandable by clients.

Sofía Alethia Ledesma Rodriguez

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

Sofía Ledesma began her career in the financial services industry in 2006 as a retirement expert in Pension Fund Management (AFORE). With over 18 years of experience, this MDRT member has been an agent at Seguros Monterrey New York Life since 2017. Ledesma holds a master’s degree in financial services and insurance and is currently pursuing a degree in economics and finance.

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The power of the mind: Visualization and projection

Sofía Alethia Ledesma Rodriguez
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:
12:30 pm
Sunday, June 22, 2025
Ledesma Rodriguez
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Persona Íntegra
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言語：
スペイン語
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Are you aware of the true power of your thoughts? Ledesma Rodriguez explores the influence of the mind through practical exercises and visualization and projection techniques that can transform your personal and professional life. Learn how to focus your thoughts, visualize your goals, and project your success to achieve your objectives and enhance your overall well-being.

Joo Hwan Lee

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合計会員回数：
14
コート・オブ・ザ・テーブル：
5
トップ・オブ・ザ・テーブル：

Joo Hwan Lee has been in the financial services profession for 14 years and currently serves as the branch manager at KMI Asset. His achievements include winning the grand prize at Mirae Asset Life Insurance for nine consecutive years and achieving the No. 1 branch in KMI Asset. Leading a sales organization of 100 people, he demonstrates excellent leadership qualities and speaks on a variety of topics, including whole life insurance, annuities, leadership and organizational management.

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Successful organization management and sales know-how for long-term success

Joo Hwan Lee
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23日（月）
開始時間:
3:00 pm
Monday, June 23, 2025
Lee
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Coreano
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言語：
韓国語
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Lee shares his vivid experiences and know-how of building an organization of more than 100 people from a single mentee and achieving the No. 1 branch in the company and the MDRT Excellence Branch. From new recruit discovery techniques to training processes, organization attrition prevention and problem-solving strategies, Lee provides realistic and detailed information on everything you need for actual organizational management.

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