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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。 

Toshihiro Mishima

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合計会員回数：
21
コート・オブ・ザ・テーブル：
11
トップ・オブ・ザ・テーブル：
4

Toshihiro Mishima三島敏宏はプルデンシャル生命所属

Toshihiro Mishima is a Life Planner of Prudential Life Insurance Company.

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お客さまから自然と選んでいただくために

To be chosen naturally by clients

Toshihiro Mishima
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25日（水曜）
開始時間:
9:30 am
Wednesday, June 25, 2025
Mishima
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言語：
日本語
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MDRT会員はお客さまのために日々情報収集や知識の拡充・深耕に勤しんでいます。しかし、それだけではお客さまに選ばれるとは限りません。顧客への論理的なリードも必要ですが、感情をもって寄り添うことも重要です。そして、互いに負担なく、自然と選んでいただくために意識していることをお伝えします。

MDRT members diligently gather information to enhance their knowledge to serve our clients. However, that alone is not enough to ensure that you will be chosen by clients. While it's essential to guide clients with logical information, providing emotional support is also important. Mishima explains his intentional actions to be chosen naturally without burdening either side.

Dana Mitchell, CFP, CLU

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合計会員回数：
11
コート・オブ・ザ・テーブル：
7
トップ・オブ・ザ・テーブル：
4

Dana Mitchell, CFP, CLU, is principal of Basis Wealth, a financial planning firm. With more than 20 years of experience, Mitchell works with clients to build their wealth while protecting what matters most to them.

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

Dana Mitchell, 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
Mitchell
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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.

Dana Mitchell, CFP, CLU

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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：

Dana Mitchell, CFP, CLU, is principal of Basis Wealth, a financial planning firm. With more than 20 years of experience, Mitchell works with clients to build their wealth while protecting what matters most to them.

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The MDRT Academy and you: How to partner with the Academy for training success

Dana Mitchell, 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23日（月）
開始時間:
2:30 pm
Monday, June 23, 2025
Mitchell
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Gestión de Negocios
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言語：
英語
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When you’re running a business and meeting with clients, it leaves little time to focus on training your junior advisors and helping them achieve their own MDRT qualifications. Mitchell shares how she has implemented the MDRT Academy in her work with junior advisors as well as the useful tools and resources that free up your time so you can zero in on the practice management and client service skills that mean so much.

Dana Mitchell, CFP, CLU

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合計会員回数：
11
コート・オブ・ザ・テーブル：
7
トップ・オブ・ザ・テーブル：
4

Dana Mitchell, CFP, CLU, is principal of the financial planning firm Basis Wealth. With more than 20 years of experience, Mitchell works with clients to build their wealth while protecting what matters most to them.

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Mentorship mastery: Building lasting connections and transforming practices through MDRT

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
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
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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.

Ana Daniela Morosanu

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合計会員回数：
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トップ・オブ・ザ・テーブル：

Ana Daniela Morosanu is a unit manager at Metropolitan Life Romania. She has been in the financial services profession for 24 years and has served as a leader for 22 years. As a manager of 10 direct agents, Morosanu specializes in growing sales teams and has helped hers achieve multiple sales awards. She holds a master’s degree in mathematics from the University of Bucharest and earned the MDRT Culture of Excellence Platinum Agency Award in 2023.

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

Ana Daniela Morosanu
セッションの種類：
グローバル・サービス
講演の言語：
英語
セッション日：
2025年6月24日（火）
開始時間:
3:00 pm
Tuesday, June 24, 2025
Morosanu
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言語：
英語
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Do you want to use data to drive decisions and goals as well as enhance your leadership through emotional intelligence? This rapid-fire session explores essential steps to these important factors for productivity and connection while driving more of your team members to qualify for MDRT.

Ana Daniela Morosanu, Augustine Boon Kheong Seah, BSc, Christopher Lynn Stark, FICF, CLTC

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合計会員回数：
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トップ・オブ・ザ・テーブル：

Ana Daniela Morosanu is a unit manager at Metropolitan Life Romania. She has been in the financial services profession for 24 years and has served as a leader for 22 years. As a manager of 10 direct agents, Morosanu specializes in growing sales teams and has helped hers achieve multiple sales awards. She holds a master’s degree in mathematics from the University of Bucharest and earned the MDRT Culture of Excellence Platinum Agency Award in 2023.

Augustine Boon Kheong Seah, BSc, started his agency when he was 26 and now leads a team of nearly 70 consultants and staff members. He strongly believes that cultivating young leaders in the industry is key to fostering agency growth and success. Seah has received numerous awards over the years, including the President’s Club Award, the Multimillion-Dollar Agency Leader Award and the Million-Dollar Agency Leader Award.

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

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

Ana Daniela Morosanu, Augustine Boon Kheong Seah, BSc, Christopher Lynn Stark, FICF, CLTC
セッションの種類：
グローバル・サービス
講演の言語：
英語
セッション日：
2025年6月24日（火）
開始時間:
3:00 pm
Tuesday, June 24, 2025
Morosanu, Seah, Stark
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言語：
英語
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Do you want to use data to drive decisions and goals as well as enhance your leadership through emotional intelligence? This rapid-fire session explores essential steps to these important factors for productivity and connection while driving more of your team members to qualify for MDRT.

Kate Moynihan

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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：

Kate Moynihanは受賞歴のある、信頼されている戦略的リーダーです。世界中に必須のヘルスケアを拡大することに専念し、十分なサービスを受けていないコミュニティの生活の質を向上させる長期的かつ効果的なソリューションを提供しています。2017年より質の高い眼科医療へのアクセスを拡大する非営利団体Seva Foundationのエグゼクティブ・ディレクターを務めています。MoynihanのリーダーシップによりSevaは視力の価値を示す画期的な研究に貢献しました。また医療が足りていない何百万人もの人々を視力回復により経済的・社会的機会を向上させる持続可能なプログラムを推進しています。

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Kate Moynihan is an award-winning and highly trusted strategic leader dedicated to expanding access to essential health services worldwide and delivering long-lasting and effective solutions that improve the well-being of underserved communities. Since 2017, she has served as executive director of the Seva Foundation, a nonprofit committed to increasing access to quality eye care. Under Moynihan’s leadership, Seva has contributed to groundbreaking research demonstrating the value of sight and evolved its approach to creating sustainable programs that restore vision as well as enhance economic and social opportunities for millions of individuals with limited access to health care.

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暗闇から光へ： 視覚と変容のジャーニー

Darkness to light: A journey of sight and transformation

Kate Moynihan
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
Moynihan
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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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1978年に設立されたSeva Foundationは2025年MDRTアニュアル・ミーティングのチャリティー・パートナーです。Seva Foundationは眼科医療を受けられない、あるいは足りない地域の人々の視力を回復させることにより生活を改善しています。MoynihanはSevaが20か国以上の現地機関と提携し、医療インフラを強化し、持続可能で地域主導の眼科医療ソリューションを共同で創出している活動を紹介します。  

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Since 1978, the Seva Foundation, the MDRT Foundation’s charity partner for the 2025 MDRT Annual Meeting, has been transforming lives by restoring sight in communities with limited or no access to eye care. Moynihan shares how Seva partners with local institutions in more than 20 countries to strengthen health care infrastructure and co-create sustainable, community-led eye care solutions.  

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Montserrat Mureddu Gonzalez

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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：

Montserrat Mureddu Gonzalez is an organizational psychologist specializing in personal finance management from Tecnológico de Monterrey. She is also an insurance advisor and a certified personal finance coach. With six years of experience in the financial services profession, Mureddu Gonzalez has focused on family finances and estate planning for business families. As an insurance advisor, she has received several prestigious awards from her company for her exceptional performance.

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Success and balance: How to be a Court of the Table member, a dedicated mom and work part time

Montserrat Mureddu Gonzalez
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:
12:30 pm
Tuesday, June 24, 2025
Mureddu Gonzalez
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Persona Íntegra
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言語：
スペイン語
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Mureddu Gonzalez shares how she has successfully balanced her work and family life and explains how her strategies helped her identify a specific, high-profile niche market that aligns with her work philosophy: Provide premium advice to clients who value personalized service and are willing to pay higher premiums.

Takashi Muto

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

武藤崇史（むとうたけし）はジブラルタ生命保険株式会社のエグゼクティブライフプランコンサルタント。業界18年。99パーセントが個人マーケットです。

Takashi Muto is an executive life plan consultant at Gibraltar Life Insurance. He has 18 years of experience in the business and 99% of his market is individuals.

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長く同じ職域を訪問して好業績を保つには？

How to maintain consistent performance in the worksite market for many years

Takashi Muto
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:
12:30 pm
Monday, June 23, 2025
Muto
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Persona Íntegra
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言語：
日本語
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最初から好業績の方々も多いでしょうが武藤はこの仕事で業績が安定するまでに10年ほどかかり、コツコツと18年間職域営業を続け、今年はCOT達成に至りました。そのノウハウと彼の考えるMDRT会員としてのこれからの在り方をお話します。

It took Muto 10 years to achieve stable performance in this business. Some may have had a rocket start, but he worked one step at a time for 18 years in the worksite market and earned Court of the Table for the first time this year. He shares his insights from his journey and his vision for the future of MDRT members.

Ayumu Nakajima

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合計会員回数：
10
コート・オブ・ザ・テーブル：
9
トップ・オブ・ザ・テーブル：
4

中島歩夢（なかじまあゆむ）は大学卒業後、損害保険会社に入社し法人マーケットでの営業推進およびプロ代理店を目指す営業社員の育成を中心に従事しました。2015年４月に生命保険募集人として活動を開始し、法人マーケットをメインに取り組み、現在は総合保険代理店のトップエージェントとして活動しています。生損保保険業界歴34年目。

Ayumu Nakajima began his career at a property and casualty insurance company, specializing in sales promotion in the corporate market. He was later tasked with developing sales representatives to become professional general agents. He registered to sell life insurance in April 2015 and focused on business insurance market. With a total of 34 years of experience in the insurance business, he is the leading agent in the General Agency.

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身近な損害保険ネタでお客さまの心を掴む方法

How to win the hearts of customers with P&C insurance stories

Ayumu Nakajima
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24日（火）
開始時間:
1:00 pm
Tuesday, June 24, 2025
Nakajima
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Asesoría a Clientes
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言語：
日本語
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見込客との面談に臨む際、お客さまが聞く態勢になっていなければ、我々の知識や情報に興味を持ってもらえません。そこで身近な損害保険の事例を使って、興味を持っていただき、話を聞いていただくことがお客さまにとって価値ある時間になることを理解していただく手法をシェアします。

Our prospects will only be ready to listen whe they are interested in our knowledge and information. Nakajima will share his method of using everyday P&C insurance stories to capture their interest, engage them in the conversation, and demonstrate that our time together will be valuable.

Gustavo Alberto Nava Reynoso

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合計会員回数：
6
コート・オブ・ザ・テーブル：
1
トップ・オブ・ザ・テーブル：

Gustavo Alberto Nava Reynoso is a professional insurance advisor at MetLife Mexico. Throughout his 10 years of experience in the financial services profession, Nava Reynoso has specialized in life insurance and major medical expenses, and his excellent performance has earned him awards, such as National and International Conventionist, Regional Life Insurance Champion as a novice advisor in 2014 and National Life Insurance Champion in 2017.

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Master the art of connecting

Gustavo Alberto Nava Reynoso
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:
1:30 pm
Monday, June 23, 2025
Nava Reynoso
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Asesoría a Clientes
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言語：
スペイン語
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Mastering the art connecting with the emotions of your prospects will help you not only close sales, but also open lifelong relationships. In this session, you will learn to identify a buyer's most important emotions and how to use them to your advantage.

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Gustavo Alberto Nava Reynoso

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合計会員回数：
6
コート・オブ・ザ・テーブル：
1
トップ・オブ・ザ・テーブル：

Gustavo Alberto Nava Reynoso is a professional insurance advisor at MetLife Mexico. Throughout his 10 years of experience in the financial services profession, Nava Reynoso has specialized in life insurance and major medical expenses, and his excellent performance has earned him awards, such as National and International Conventionist, Regional Life Insurance Champion as a novice advisor in 2014 and National Life Insurance Champion in 2017.

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Powerful questions will take you to the next level

Gustavo Alberto Nava Reynoso
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24日（火）
開始時間:
1:30 pm
Tuesday, June 24, 2025
Nava Reynoso
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言語：
スペイン語
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Asking prospects the right questions is a practice that every insurance advisor should follow, no matter the stage of their career. This is how prospects recognize the importance of buying insurance and protecting their family’s future. Nava Reynoso shares how to structure the right questions so the prospect can resolve their own objections and make the decision to buy without feeling pressured by their advisor.

Mariant Carolina Navarro Protzel

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合計会員回数：
7
コート・オブ・ザ・テーブル：
5
トップ・オブ・ザ・テーブル：

Mariant Carolina Navarro Protzel began her financial services career in 2016. As an independent advisor for Seguros Monterrey New York Life, Navarro Protzel serves as a member of the regional board of advisors for the company. She has been in the top 1% in sales in Mexico for three years. As an MDRT member, she has participated as a speaker for a ConneXion Zone session and a Focus Session.

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Financial thermostat: How to make Court of the Table your new normal

Mariant Carolina Navarro Protzel
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:
2:00 pm
Sunday, June 22, 2025
Navarro Protzel
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Gestión de Negocios
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言語：
スペイン語
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Did you know that your self-concept and financial thermostat act as invisible boundaries that determine your level of success? Moving from a fatalistic mindset to a victorious one involves reprogramming the subconscious. Navarro Protzel shares hacks that will help you become highly productive, such as prioritizing time, eliminating distractions and focusing on high-impact tasks to break through those limits and achieve extraordinary results.

Jaslyn Ng, CLU, ChFC/S

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合計会員回数：
8
コート・オブ・ザ・テーブル：
6
トップ・オブ・ザ・テーブル：
3

Jaslyn Ng, CLU, ChFC/SはPrudential Singaporeの金融サービス担当ディレクターとして、数百万ドル規模の代理店を率いています。過去7年間にアジア保険代理店・年間最優秀賞、エリート女性・年間最優秀賞、年間最優秀デジタル・エージェント/リーダー賞など、数多くの賞を受賞しています。Ngはこれまでに国際、地域、および地元で80回以上講演し、自身の経験を共有してきました。またLinkedInの「トップボイス」にも選ばれました。これはLinkedInがそれぞれの分野で洞察を共有し、会話を促進し、聴衆を惹きつける厳選されたプロに与える栄誉です。

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Jaslyn Ng, CLU, ChFC/S, leads her multimillion-dollar agency as a financial services director with Prudential Singapore. She has won many awards in the last seven years, including Asia Insurance Agent of the Year, one of the Elite Women of the Year and Digital Agent/Leader of the Year. Ng has spoken on more than 80 international, regional and local platforms, sharing her experiences with fellow advisors. She was also recognized as a LinkedIn Top Voice, an honor given by LinkedIn to select professionals who consistently share insights, drive conversations and engage audiences in their respective fields.

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生涯見込客が続く秘訣： もう仕事が途切れることはありません

Unlock the secret formula to lifelong referrals: Never run out of clients again

Jaslyn Ng, CLU, ChFC/S
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
Ng
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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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5分間でアプローチのプロセスを説明します。熱心で忠実な顧客から継続的な紹介を獲得し、長続きする顧客関係を築く方法を学んでください。Ngはオンラインで強力な存在感を示す方法、的を絞った質問を通じて貴重な顧客からのフィードバックを得る方法、お客さまのお褒めの言葉を得る方法、サービスを宣伝し、紹介ネットワークを拡大する方法を共有します。

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Using a five-minute, step-by-step approach, learn how to build lasting client relationships and generate continuous referrals from enthusiastic, loyal clients. Ng shares how to establish a strong online presence, gather valuable client feedback through targeted questions, and leverage testimonials to engage clients, promote your services and grow your referral network.

John F. Nichols, MSM, CLU

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合計会員回数：
25
コート・オブ・ザ・テーブル：
20
トップ・オブ・ザ・テーブル：
18

John F. Nichols, MSM, CLUは2025年MDRT副会長。20回のコート・オブ・ザ・テーブルと18回のトップ・オブ・テーブルを含め、25年間MDRT会員。Nicholsは2020年にメンバーシップ・ディビジョンのグローバル・カウンシル・メンバーを務め、2019年には会則および倫理委員会のチェアを務めました。2022年度にはMDRT Foundationの会長を務め、Royal OrderExcalibur Knightの称号を持ち、Inner Circle Societyのメンバーです。Nicholsは所得保障保険給付業務で全米で認知されているNicholsConsulting LLCの創設者です。 

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John F. Nichols, MSM, CLU, is the 2025 First Vice President of MDRT. He is a 25-year MDRT member with 20 Court of the Table and 18 Top of the Table qualifications. Nichols served as Global Council Member of MDRT’s Membership Division in 2020 and Chair of its Bylaws and Ethics Committee in 2019. In 2022, he served as President of the MDRT Foundation, for which he is a Royal Order Excalibur Knight and a member of its Inner Circle Society. Nichols is the founder of Nichols Consulting LLC, a nationally recognized disability insurance benefits practice. 

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会長予定者あいさつ

Incoming Presidential Address

John F. Nichols, MSM, CLU
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
Nichols
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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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2026年MDRT会長に就任するJohn F. Nichols, MSM, CLUのあいさつ

Get to know 2026 MDRT President John F. Nichols, MSM, CLU

Bobby James Ning, CFP, BA

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,
合計会員回数：
19
コート・オブ・ザ・テーブル：
7
トップ・オブ・ザ・テーブル：
5

Bobby James Ning, CFP, BA, is managing director and co-founder of Financial Literacy Counsel. With more than 25 years of experience in the financial services profession, Ning specializes in delivering comprehensive wealth, tax and estate management solutions tailored for physicians and business leaders. Additionally, he holds special certifications that enable him to consult with family offices and develop programs for heirs and beneficiaries. He oversees a multi-advisory practice that manages the financial affairs of 2,000 families, in addition to his personal clientele.

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Engaging multiple generations to create successful wealth transfers

Bobby James Ning, CFP, BA
セッションの種類：
ConneXion Zone
講演の言語：
英語
セッション日：
開始時間:
Ning
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Asesoría a Clientes
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言語：
英語
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A recent CNBC study found that 90% of parents intend to leave an inheritance for the next generation, but 48% do not have a specific plan in place. Ning explains how to facilitate conversations about value systems around building wealth, identifying conflicts that may exist between family members, and engaging with multiple generations to create paths for long-term relationships and financial planning.

Bobby James Ning, CFP, BA

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,
合計会員回数：
19
コート・オブ・ザ・テーブル：
7
トップ・オブ・ザ・テーブル：
5

Bobby James Ning, CFP, BA, is managing director and co-founder of Financial Literacy Counsel. With more than 25 years of experience in the financial services profession, Ning specializes in delivering comprehensive wealth, tax and estate management solutions tailored for physicians and business leaders. Additionally, he holds special certifications that enable him to consult with family offices and develop programs for heirs and beneficiaries. He oversees a multi-advisory practice that manages the financial affairs of 2,000 families, in addition to his personal clientele.

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Know them today or lose them tomorrow: Strategies for keeping your clients' next generation in your practice

Bobby James Ning, CFP, BA
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
Ning
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言語：
英語
スペイン語
タイ語
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Parents want assurance that the next generation shares their values on wealth, and advisors need to build relationships with heirs to manage these assets. Ning explains how the ADDIE process (Analysis, Design, Development, Implementation, Evaluation) helps advisors create effective programs to drive these connections, ensuring content meets client needs and improves financial literacy.

Erik Olivares Rodriguez, MBA

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

Erik Olivares Rodriguez, MBA, is the founder and CEO of Persé, a firm specializing in personal finance. He has been part of the financial services profession since 2009 and is an advocate of the digital nomad concept.

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Working 24/7: When does your advisory business expire?

Erik Olivares Rodriguez, MBA
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:
1:30 pm
Monday, June 23, 2025
Olivares Rodriguez
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Marketing
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言語：
スペイン語
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Your personal brand is the image you present to others, shaped by your experiences, skills and values. Olivares Rodriguez shares why building a personal brand that sets you apart as a professional advisor is essential, how to create one and why you should start this process now.

Ee Boon Ong, CLU®/S, ChFC®/S

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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：

Ee Boon Ong, CLU/S, ChFC/S, is a senior manager at Great Eastern Life-Singapore. Ong has been in the financial services profession for 12 years and specializes in comprehensive financial planning.

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3 Ps of sales that can lead to qualifying for MDRT year after year

Ee Boon Ong, CLU®/S, ChFC®/S
セッションの種類：
ConneXion Zone
講演の言語：
英語
セッション日：
2025年6月22日（日）
開始時間:
12:00 pm
Sunday, June 22, 2025
Ong
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Gestión de Negocios
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言語：
英語
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What processes and daily steps do you have in place to generate consistent business that leads to MDRT qualification? Ong provides actionable techniques to improve your prospecting, positioning and problem-solving.

Colin L.J. Ong, CLU, ChFC

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,
合計会員回数：
30
コート・オブ・ザ・テーブル：
7
トップ・オブ・ザ・テーブル：
3

Colin L.J. Ong, CLU, ChFC, is the executive senior director of financial services at Great Eastern Life-Singapore under Advisors’ Clique Collective. A veteran in the profession with more than 30 years of experience, Ong is the recipient of the IBF Fellow Award from the Institute of Banking and Finance.

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Overcoming adversity and aspiring toward a Whole Person life

Colin L.J. Ong, 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24日（火）
開始時間:
1:00 pm
Tuesday, June 24, 2025
Ong
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Persona Íntegra
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言語：
英語
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For most of his career, Ong’s focus on work came at the expense of his personal life. He shares how he has shifted toward a more balanced life in recent years and how you can prioritize both the personal and professional relationships in your life.

Candice Ong

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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：

Candice Ongはマーケティングと経営学をNanyang Technological Universityで専攻し2015年に卒業しました。卒業後Shopee社に就職しましたが、2016年にファイナンシャル・コンサルタントとしてPrudential Assurance Corporation Singaporeに転職しました。Ongはコンサルティング事業を成功させ、4年後に管理職につきました。現在、金融サービス担当ディレクターとしてコンサルタント・チームの指導と育成を行いながら、オンラインでの存在感を高めています。

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Candice Ong graduated from Nanyang Technological University, earning a degree in business with a major in marketing in 2015. After spending a year at Shopee, she transitioned to a career as a financial consultant at Prudential Assurance Corporation Singapore in 2016. Over the next four years, Ong successfully built her consulting business before advancing into management. Currently, as a financial services director, she enjoys leading and mentoring a team of consultants while cultivating her online presence.

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闇の中の光： 心温まるつながりから学ぶ

The light in the darkness: Lessons from heartfelt connections

Candice Ong
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
Ong
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Persona Íntegra
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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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金融取引、顧客サービス、給付金対応を超えて、どうすれば付加価値を提供できるでしょう。Ongは意義があることに加えて崇高な大義のために多様なコミュニティの人々を団結させることで目覚ましい成果をもたらした有機的で創造的な取り組みを共有します。

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How can we add value beyond financial transactions, client servicing and even claims? Ong shares organic, creative initiatives that not only held profound meaning but also united people from diverse communities in support of a noble cause, yielding remarkable results.

Shizuko Ozaki

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,
合計会員回数：
23
コート・オブ・ザ・テーブル：
15
トップ・オブ・ザ・テーブル：
10

Shizuko Ozaki 尾崎志津子はジブラルタ生命のエグゼクティブライフプランコンサルタント。勤続25年。2024年度ベストLC、キヨ・サカグチ・ゴールデンハート・メモリアルアワードを含め多くの賞を受賞しています。

Shizuko Ozaki is an executive life plan consultant of Gibraltar Life Insurance Company. With 25 years of experience in the profession, Ozaki has received many accolades over the years, such as the 2024 Best LC Award and Kiyo Sakaguchi Golden Heart Memorial Award.

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紹介は感動、信頼、応援のどれか

Referrals arise from either emotions, trust or advocacy

Shizuko Ozaki
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25日（水曜）
開始時間:
11:00 am
Wednesday, June 25, 2025
Ozaki
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言語：
日本語
No items found.

お客さまからご紹介を頂ける時はお客様が感動か信頼か応援したい！のどれかの気持ちになっている時です。入社1～5年の新人時代、5～15年の中堅時代、15年以上のベテラン時代それぞれのキャリアに応じて、どのように活動し、ご紹介を頂き、TOTを10回達成したかをお伝えします。

Clients refer us only when they are moved, trust us or are willing to support us. Ozaki shares her experiences during the early years (one to five years), developed phase (five to 15 years) and veteran phase (15-plus years) of her career, and what enabled her to qualify for Top of the Table 10 times.

Craig Palfrey, CFP

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,
合計会員回数：
16
コート・オブ・ザ・テーブル：
14
トップ・オブ・ザ・テーブル：
13

Craig Palfrey, CFP, is founder of Penguin Wealth. With 25 years of experience in the financial services profession, Palfrey is dedicated to helping his clients achieve financial freedom and live their best lives by making smarter financial decisions. He is also an international speaker and author of two Amazon-featured books.

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10 strategies to maximize client engagement and business growth

Craig Palfrey, CFP
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
Palfrey
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言語：
英語
韓国語
中国語
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How can you exceed client expectations, strengthen relationships and future-proof your practice? Palfrey explains 10 transformative ways to control the financial journey, communicate effectively and build a thriving practice without having to prospect again.

R. Sepalika Panagoda, MFA

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,
合計会員回数：
18
コート・オブ・ザ・テーブル：
15
トップ・オブ・ザ・テーブル：
4

R. Sepalika Panagoda, MFA, is a master financial advisor at Ceylinco Life Insurance Ltd. Panagoda has been in the financial services profession for 20 years and works with more than 1,200 clients across 250 corporate companies. Her business has become a community of advisors, with more than 10,000 referrals available at any given time. She specializes in group insurance, retirement planning, critical illness insurance, disability insurance and education plans. She has been recognized with a wide range of awards, both locally and globally, and credits her MDRT volunteerism with enhancing her leadership skills.

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Panel discussion: Unity in diversity

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
Panagoda
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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 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.

Hee Geun Park

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,
合計会員回数：
13
コート・オブ・ザ・テーブル：
7
トップ・オブ・ザ・テーブル：
1

Hee Geun Park has been working as a financial planning and corporate consulting expert at MetLife for more than 12 years. A former elementary school teacher, he graduated from the Department of Science Education at a teachers' college. He continues to achieve outstanding achievements, including achieving the MetLife Year-End Grand Prize for 12 consecutive years and the Excellent Certified Planner for 10 consecutive years.

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Corporate collaboration consulting to grow from Court of the Table to Top of the Table

Hee Geun Park
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:
3:00 pm
Tuesday, June 24, 2025
Park
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言語：
韓国語
No items found.

This session is for FCs who dream of Court of the Table and Top of the Table beyond MDRT. Based on the vivid experience of achieving Top of the Table by specializing in the corporate market, Park presents a step-by-step successful corporate sales strategy, from preparing for corporate market sales to collaboration consulting and actual consultation techniques. He provides practical help to FCs who want to grow to the next level through years of accumulated know-how.

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