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2025년 MDRT 연차총회의 공식 언어는 영어입니다. MDRT는 참가 등록 회원 50명 이상이 동일한 언어로 통역을 요청할 경우 최대 12개 언어로 주강연, 선별된 개별강연 및 특별강연에 대한 동시통역을 제공합니다. 동시통역은 반드시 참가 등록 단계에서 요청되어야 합니다. 동시통역 요청 기간은 2025년 4월 27일까지입니다. 

Mindset matters: Redefining perspectives on retirement planning

Bipin Savla
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2025년 6월 25일 수요일
시작 시간:
9:30
Wednesday, June 25, 2025
Savla
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언어:
영어
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Retirement planning is one of the most important aspects of a complete financial plan, yet Savla says this planning remains underemphasized in many countries. He shares opportunities in this essential market and how you can reshape your presentation and clients’ perspectives about options for retirement. This session is part of the Hindi track and will be presented in English.

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

Jeffrey Scott, CFP, Ph.D.
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
15:00
Monday, June 23, 2025
Scott
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언어:
영어
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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.

30% growth every year: A tried and tested methodology for lifetime MDRT qualification

Augustine Seah, BSc
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
13:30
Monday, June 23, 2025
Seah
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언어:
영어
태국어
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How can you develop your business to ensure and plan for growth each year? Seah shares how he dissects his business into six departments, which allows for a thorough review and the opportunity for himself, his staff and his clients to grow effectively.

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

Augustine Seah, BSc
강연 유형:
글로벌 서비스
발표 언어:
영어
강연 날짜:
2025년 6월 24일 화요일
시작 시간:
15:00
Tuesday, June 24, 2025
Seah
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언어:
영어
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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.

The power of asking the right questions

Kwanchanok Sikiwat
강연 유형:
커넥션존
발표 언어:
태국어
강연 날짜:
2025년 6월 22일 일요일
시작 시간:
12:30
Sunday, June 22, 2025
Sikiwat
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Gestión de Negocios
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언어:
태국어
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Asking the right questions is the key to unlocking the potential of prospects and achieving desired outcomes. Sikiwat explores the core principles and techniques for crafting impactful questions as well as essential strategies to enhance your questioning skills and drive meaningful results.

Panel discussion: The first MDRT book club in Europe

Pawel F. Skotnicki
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
2025년 6월 24일 화요일
시작 시간:
11:30
Tuesday, June 24, 2025
Skotnicki
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언어:
영어
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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.

The transformation from a Thai national gymnast to a nationally accredited professional financial planner

Jidapa Srimuang, CFP, LUTCF
강연 유형:
개별강연
발표 언어:
태국어
강연 날짜:
2025년 6월 25일 수요일
시작 시간:
11:00
Wednesday, June 25, 2025
Srimuang
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언어:
태국어
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Discover Srimuang’s insights for establishing clear objectives, maintaining discipline and utilizing your time efficiently while collaborating with clients.

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

Chris Stark, FICP, CLTC
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
2025년 6월 22일 일요일
시작 시간:
13:00
Sunday, June 22, 2025
Stark
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Gestión de Negocios
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언어:
영어
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In case you missed it, the MDRT family has grown. Discover how the MDRT Academy (designed to help advisors advance to the level of MDRT qualification) and the MDRT Center for Field Leadership (providing resources for field and home office leaders) can help you and other advisors learn and grow at every career stage.

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

Chris Stark, FICF, CLTC
강연 유형:
글로벌 서비스
발표 언어:
영어
강연 날짜:
2025년 6월 24일 화요일
시작 시간:
15:00
Tuesday, June 24, 2025
Stark
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언어:
영어
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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.

마인드 컨트롤

Mind Control

Junghun Suh
강연 유형:
개별강연
발표 언어:
한국어
강연 날짜:
2025년 6월 25일 수요일
시작 시간:
11:00
Wednesday, June 25, 2025
Suh
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언어:
한국어
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This is a story about how to cope with moments of risk and the true value and importance of insurance, realized through the illness experienced by a veteran FC with 17 years of experience. Suh explains why now is the time to reflect on the meaning of insurance that truly protects the lives of clients, not just selling products, and to learn how to truly approach clients.

17년 경력의 베테랑 FC가 직접 경험한 질병을 통해 깨달은 위험의 순간에 대처하는 방법과 진정한 보험의 가치 및 중요성에 대한 이야기입니다. 단순히 상품 판매가 아닌, 고객의 삶을 진정으로 지켜주는 보험의 의미를 되새기고, 고객에게 진심으로 다가가는 방법을 배우는 시간입니다.

Attracting new prospects remotely and achieving a 100% deal closure rate

Thanan Sukreepirom, FChFP, AChFP
강연 유형:
커넥션존
발표 언어:
태국어
강연 날짜:
2025년 6월 22일 일요일
시작 시간:
15:00
Sunday, June 22, 2025
Sukreepirom
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Gestión de Negocios
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언어:
태국어
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Sukreepirom shares proven strategies for attracting new prospects and consistently achieving a 100% success rate in closing deals as well as how to replicate the success he has found with the application of the 3B's technique.

The colors of transformation

Aleyda Nelly Sánchez Garcia
강연 유형:
커넥션존
발표 언어:
스페인어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
14:00
Monday, June 23, 2025
Sánchez Garcia
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Persona Íntegra
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언어:
스페인어
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When we make conscious decisions, we can change our reality and reach new levels of success. In this session, Aleyda Sánchez will share three key decisions that transformed her life, which you can also apply: strengthening your personal finances, redefining your ambitions, and integrating passion and purpose into your life. Join her and be inspired to turn challenges into opportunities and build sustainable success.

Referral psychology: Create endless referrals like turning on your tap

Elijah Tan
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
13:30
Monday, June 23, 2025
Tan
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Marketing
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언어:
영어
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Despite only being an advisor for two years, Tang has employed various psychological concepts to build his referral system — with more than 50% of his client base coming from referrals in his second year. Gain insights to utilize this system and empower clients to not just want to refer you but know how to do just that.

Panel discussion: Inspire, lead and grow your agency team

Mei Yun Gwendolyn Tan, BSc (Hons), ChFC®/S
강연 유형:
글로벌 서비스
발표 언어:
영어
강연 날짜:
2025년 6월 24일 화요일
시작 시간:
13:30
Tuesday, June 24, 2025
Tan
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언어:
영어
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Leaders from Singapore, Mexico, the Philippines and the U.S. share best practices you can apply to elevate your team’s satisfaction and performance. Learn to boost advisors’ self-image, navigate change and build sustainable agency processes.

Objection-free sales process: 6 steps to increased productivity and retention

Eszylfie Taylor
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
14:30
Monday, June 23, 2025
Taylor
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Asesoría a Clientes
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언어:
영어
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From positioning your language to increasing production for any solution, Taylor takes you through each step of his system. Learn how to build relationships and develop a process that is easily repeatable as well as scalable.

Grasp online and offline opportunities

Chee Kok Teh
강연 유형:
커넥션존
발표 언어:
북경어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
14:00
Monday, June 23, 2025
Teh
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Marketing
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언어:
북경어
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Discover Teh’s strategy for harnessing digital resources in the AI era to generate quality leads and how to transform your core client base to create sustainable repeat business through a seven-step approach.

Engaging clients through compelling storytelling strategies

Sarutikorn Thansakun, Ph.D., FChFP
강연 유형:
커넥션존
발표 언어:
태국어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
14:30
Monday, June 23, 2025
Thansakun
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Asesoría a Clientes
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언어:
태국어
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Since clients are more inclined to choose a plan that aligns with their financial goals and protects their loved ones, Thansakun shares how she communicates product value through a cohesive narrative of fostering long-term relationships, encouraging repeat business and inspiring them to recommend the coverage to others, thereby building growth and trust.

인간다움의 미래

The future of being human

Nicholas Thompson
강연 유형:
주강연
발표 언어:
영어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
8:00
Monday, June 23, 2025
Thompson
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언어:
영어
일본어
한국어
북경어
스페인어
태국어
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Transformations in science and technology are reshaping every stage of life: how we’re born, how we live and work, how we relate to one another, how we’ll die and how we’re remembered. Thompson explains today’s most significant tech trends and how you can understand and embrace them. 

과학과 기술의 변혁은 사람들이 탄생하는 방식, 살고 일하는 방식, 서로 관계를 형성하는 방식, 어떻게 사망하고 어떤 방식으로 기억되는지에 이르기까지 삶의 모든 단계를 바꾸어 놓고 있습니다. 톰슨(Thompson)은 현재 가장 주목받는 기술 트렌드에 대해 설명하고, 어떻게 이를 이해하고 수용할 수 있는지에 대해 이야기합니다. 

Embracing the new age of financial planning

Zhenrong Jeremy Tian, CLU®/S ChFC®/S
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
2025년 6월 22일 일요일
시작 시간:
13:30
Sunday, June 22, 2025
Tian
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Asesoría a Clientes
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언어:
영어
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The world is changing and so are the people in it. Tian explains how to understand the problems that new generations are facing and how to evolve your strategies of financial planning to stay relevant and continue to provide value to clients of all demographics.

How Gen Z insurance professionals can master cross-generational management for post-war baby boom generation

Min-Hong Tsai
강연 유형:
커넥션존
발표 언어:
북경어
강연 날짜:
2025년 6월 22일 일요일
시작 시간:
13:30
Sunday, June 22, 2025
Tsai
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Asesoría a Clientes
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언어:
북경어
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Baby boomers currently control most of the global wealth, creating significant opportunities in retirement planning and wealth transfer services. Tsai explains that success for Gen Z insurance professionals lies in bridging generational gaps through empathy, expertise and patience as well as constantly adjusting your approach with a positive mindset.

Strategies for planning pension taxation

Issaree Tunwilaikul
강연 유형:
커넥션존
발표 언어:
태국어
강연 날짜:
2025년 6월 24일 화요일
시작 시간:
12:30
Tuesday, June 24, 2025
Tunwilaikul
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Marketing
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언어:
태국어
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Tunwilaikul has spent years developing her approach to communicating the opportunities provided by pension insurance. She shares strategies for simplifying this concept to clients, hosting seminars to generate referrals and targeting tax season as an especially impactful period for clients to take action.

How to achieve remarkable results and develop the habit of reflection

Mio Umezawa
강연 유형:
개별강연
발표 언어:
일본어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
15:00
Monday, June 23, 2025
Umezawa
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언어:
일본어
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Umezawa discusses her strategies for achieving remarkable results while raising children, effective time management techniques and methods for self-reflection to maintain a healthy work-life balance. Learn how self-coaching and self-healing can help you balance your work and personal life while staying happy.

탁월한 시작

Launch to Excellence

Ross Vanderwolf, CFP
강연 유형:
신규 참가자 대상 강연
발표 언어:
영어
강연 날짜:
2025년 6월 22일 일요일
시작 시간:
15:00
Sunday, June 22, 2025
Vanderwolf
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언어:
영어
일본어
한국어
북경어
스페인어
태국어
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Whether you are a new MDRT member or attending the MDRT Annual Meeting for the first time, welcome. You are invited to connect with fellow members from across the globe at this engaging kickoff session designed to help you maximize your MDRT membership and meeting experience. You’ll hear from seasoned MDRT members who will share insights and advice as they pass along their secrets of success.   Don’t miss this invaluable MDRT Annual Meeting offering! Specially intended for members in their first five years of membership and those new to MDRT meetings, this session is open to all meeting attendees. The inspiration, guidance and camaraderie you discover will last well beyond your time in Miami Beach, Florida, USA.

MDRT 신규 회원과 MDRT 연차총회에 처음 참석하는 분들을 포함한 여러분 모두를 환영합니다. 세계 각국의 회원들과 만나 MDRT 멤버십과 회의 경험을 최대한 활용할 수 있도록 설계된 이 참여적인 개회 세션에서 소통하고 연결하세요. MDRT의 경험 많은 회원들로부터 인사이트와 조언을 듣고, 그들의 성공 비결을 전해 들을 수 있습니다.   이 가치 있는 MDRT 연차총회를 놓치지 마세요! 첫 5년 동안의 회원과 MDRT 회의를 처음 접하는 회원들을 위해 특별히 마련된 이 세션은 모든 회의 참석자들에게 열려 있습니다. 이곳에서 얻게 될 영감, 지도, 그리고 동료애는 여러분이 미국 플로리다 마이애미 비치를 떠나서도 오랫동안 지속될 것입니다.

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

Panupon Vungvilai, AFP
강연 유형:
개별강연
발표 언어:
태국어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
15:00
Monday, June 23, 2025
Vungvilai
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언어:
태국어
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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.

무엇이 우리를 진정으로 행복하게 만드는가? 인간 삶에 대한 가장 긴 연구에서 얻은 교훈

What actually makes us happy? Lessons from the longest study of human life

Dr. Robert Waldinger
강연 유형:
주강연
발표 언어:
영어
강연 날짜:
2025년 6월 25일 수요일
시작 시간:
13:00
Wednesday, June 25, 2025
Waldinger
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영어
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한국어
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태국어
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In an era when wealth, fame and high achievement are often glorified as the keys to success, the Harvard Study of Adult Development examines what actually helps people thrive by studying thousands of lives unfolding across nearly a century. Waldinger presents scientific findings about human well-being and how you can utilize these insights in your own personal and professional life.

부와 명성, 높은 성취가 성공의 열쇠로 미화되는 시대에, 하버드 성인발달연구는 약 한 세기에 걸쳐 수천 명의 삶을 연구하며 사람들이 번영하는 데 실제로 도움이 되는 것이 무엇인지 탐구합니다. 월딩거(Waldinger)는 인간의 웰빙에 대한 과학적 발견과 이러한 통찰을 개인적, 직업적 삶에 활용하는 방법을 제시합니다.

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