강연사 및 세션 정보

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강연 유형

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강연 날짜

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시작 시간

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콘텐츠 분야

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라이브스트리밍

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나열된 강연별 통역 언어는 변경될 수 있습니다. 2023 MDRT 연차총회의 공식 언어는 영어입니다. MDRT는 주강연과 일부 개별강연에 대해 50명 이상의 회원이 통역을 요청하는 경우 동시통역 서비스를 제공합니다. 강연의 통역 제공 여부는 5월 8일 이후에 최종 결정됩니다.

Build your insurance life circle

Lee Chi-Hsiang, CFP, MSF
강연 유형:
커넥션존
발표 언어:
북경어
강연 날짜:
시작 시간:
Lee Chi-Hsiang
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Marketing
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언어:
북경어
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Lee Chi-Hsiang shares the importance of building a distinctive insurance life circle by creating your personal insurance network through organized events and how crucial the operations are before, during and after an event.

Panel discussion: Managing a unified advisor brand

Lee Chi-Hsiang, CFP, MSF
강연 유형:
개별강연
발표 언어:
북경어
강연 날짜:
2025년 6월 25일 수요일
시작 시간:
9:30
Wednesday, June 25, 2025
Lee Chi-Hsiang
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언어:
북경어
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Through real-life case studies, this panel explores how advisors can establish a professional image from multiple perspectives, master strategies for online and offline brand synergetic development, and create personal brand value.

Turning adversity into advantage: Mastering resilience in work and life

Jane Lim
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
시작 시간:
Lim
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Persona Íntegra
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언어:
영어
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We all face adversity—it's an inevitable part of both our personal and professional journeys. But when life throws its toughest challenges your way, how will you respond? Will you let it break you, or will you transform it into a powerful catalyst for growth? In this empowering session, Jane Lim will share actionable strategies to help you not only navigate adversity but to harness it as a source of strength. Learn how to build resilience, cultivate a mindset that thrives under pressure, and turn life's inevitable setbacks into stepping stones towards greater success. Whether it's a career crisis, personal setback, or business struggle, this session will equip you with the tools to not just survive, but to flourish through any challenge life throws your way.

The estate planning revolution: Where human wisdom meets artificial intelligence

Bernard Lim
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2025년 6월 25일 수요일
시작 시간:
11:00
Wednesday, June 25, 2025
Lim
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언어:
영어
북경어
스페인어
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In an increasingly complex landscape, delivering exceptional estate planning services to affluent clients demands reinvention. Learn Lim’s simple yet powerful model to amplify your relevance by masterfully guiding conversations, injecting high value and unlocking new opportunities, including harnessing the capabilities of AI as an indispensable ally.

Improve file management for efficient sales closure

Lin Bin
강연 유형:
커넥션존
발표 언어:
북경어
강연 날짜:
시작 시간:
Lin Bin
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Gestión de Negocios
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언어:
북경어
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In addition to daily operations, client relationship management also includes advanced file management. Lin Bin explains how the efficiency-focused system has evolved over the years to help teams achieve high conversion rates, enhance referral success and streamline workflows — enabling first-year advisors to qualify for MDRT.

Upgraded file management for efficient closing

Lin Bin
강연 유형:
개별강연
발표 언어:
북경어
강연 날짜:
2025년 6월 24일 화요일
시작 시간:
15:00
Tuesday, June 24, 2025
Lin Bin
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언어:
북경어
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Gain insight from Lin Bin as he shares how to improve the closing rate and referral success rate through systematic client file management as well as how to master efficient file management methods.

집행위원회 후보자 수락 연설

Nominee Acceptance Speech

Simon D. Lister, Dip PFS
강연 유형:
주강연
발표 언어:
영어
강연 날짜:
2025년 6월 25일 수요일
시작 시간:
13:00
Wednesday, June 25, 2025
Lister
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언어:
영어
일본어
한국어
북경어
스페인어
태국어
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Simon D. Lister, Dip PFS, formally accepts the nomination to become the newest member of the Executive Committee.

신규 집행위원회 위원 후보자로 지명된 사이먼 D. 리스터(Simon D. Lister, Dip PFS)는 임명을 공식 수락했습니다.

Leverage the 3S system for enhanced performance

Fang Yu Lo
강연 유형:
커넥션존
발표 언어:
북경어
강연 날짜:
시작 시간:
Lo
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Persona Íntegra
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언어:
북경어
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Lo explains how to leverage the 3S strategy (sports, study, social media) to build your personal brand and optimize client outreach for more effective appointment conversions.

The power of mentoring for both mentors and mentees

Anthony J. Longley, LUTCF, IFA
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
시작 시간:
Longley
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Gestión de Negocios
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언어:
영어
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While mentorship provides mentees with a pillar of support, offering knowledge, insight, fresh perspective and wisdom, mentors learn new information and innovations from the mentee and refine and revitalize existing skills that may have become dormant. Highlighting the mutual respect and lasting relationship between mentors and mentees, Longley shares the advantages of enrolling in the MDRT Mentoring Program and its flexibility and vast resources.

Promises fulfilled, lifelong clients

Maria Teresa López Alcala, LUTCF, FSS
강연 유형:
커넥션존
발표 언어:
스페인어
강연 날짜:
시작 시간:
López Alcala
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Asesoría a Clientes
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언어:
스페인어
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López Alcala explains why the maturity of a client's plan can serve as the foundation for a broader protection strategy, enabling you to create a legacy that spans generations within a niche market. Discover how she has successfully expanded her client portfolio, increased her premium sizes, retained her clients, secured referrals and, most importantly, ensured that many families remain protected.

Establishing an eco-friendly digital marketplace for the emerging generation

Varisa Maneetavat
강연 유형:
개별강연
발표 언어:
태국어
강연 날짜:
2025년 6월 24일 화요일
시작 시간:
13:30
Tuesday, June 24, 2025
Maneetavat
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언어:
태국어
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Two speakers explain how understanding the perspectives, sentiments and demands of millennials helped them establish a systematic, tangible and non-face-to-face marketing strategy that successfully attracted more than 400 clients.

Establishing an eco-friendly digital marketplace for the emerging generation

Varisa Maneetavat, Kallaya Puangkingkaew
강연 유형:
개별강연
발표 언어:
태국어
강연 날짜:
2025년 6월 24일 화요일
시작 시간:
13:30
Tuesday, June 24, 2025
Maneetavat, Puangkingkaew
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언어:
태국어
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Two speakers explain how understanding the perspectives, sentiments and demands of millennials helped them establish a systematic, tangible and non-face-to-face marketing strategy that successfully attracted more than 400 clients.

Panel discussion: Unity in diversity

Sneha Prakash Manjrekar, BA
강연 유형:
개별강연
발표 언어:
힌디어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
15:00
Monday, June 23, 2025
Manjrekar
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언어:
힌디어
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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.

7 simple, game-changing actions for your relationships with clients

Karolos Vasiliou Markouizos Sr., RPS, EBC
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
시작 시간:
Markouizos Sr.
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Marketing
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언어:
영어
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Many critical actions can enhance trust with clients while fostering further interactions and long-term cooperation. Markouizos provides real-life case studies to demonstrate how these actions can improve your productivity and success.

Maintaining good relationships with prospects and clients

Alfredo Roberto Martínez Cantu
강연 유형:
커넥션존
발표 언어:
스페인어
강연 날짜:
시작 시간:
Martínez Cantu
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Asesoría a Clientes
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언어:
스페인어
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What are the keys to good relationships with prospects and clients? Martínez Cantu explains how to stay in touch with prospects without being pushy, allowing them the space they need until they are ready to purchase, and how to keep your promises once they have become your clients. He also shares his best order and management strategies to ensure no client is overlooked.

Purpose, people and profit: How top leaders inspire excellence

Kelli J. McCauley
강연 유형:
글로벌 서비스
발표 언어:
영어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
15:00
Monday, June 23, 2025
McCauley
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언어:
영어
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Discover the science, art and practical steps to create a high-performing practice, sales team or home office culture. McCauley shares actionable tools to immediately lead with purpose and inspire excellence, whether you’re just starting out or aiming to take your success to the next level.

Panel discussion: Inspire, lead and grow your agency team

Kelli J. McCauley
강연 유형:
글로벌 서비스
발표 언어:
영어
강연 날짜:
2025년 6월 24일 화요일
시작 시간:
13:30
Tuesday, June 24, 2025
McCauley
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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.

Panel discussion: Inspire, lead and grow your agency team

Kelli J. McCauley, Godofredo III Batas Peteza, Yolen Sada
강연 유형:
글로벌 서비스
발표 언어:
영어
강연 날짜:
2025년 6월 24일 화요일
시작 시간:
13:30
Tuesday, June 24, 2025
McCauley, Peteza, Sada
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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.

탁월한 시작

Launch to Excellence

Thomas R. McCoy, CLTC
강연 유형:
신규 참가자 대상 강연
발표 언어:
영어
강연 날짜:
2025년 6월 22일 일요일
시작 시간:
15:00
Sunday, June 22, 2025
McCoy
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This is some text inside of a div block.
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.

TOT 실적을 달성하고 유지하기

Attaining and maintaining Top of the Table production

Juli Y. McNeely, CFP, CLU
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
13:30
Monday, June 23, 2025
McNeely
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언어:
영어
일본어
한국어
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Hear from Top of the Table members as they share their keys to sustainable success in the financial services profession. Learn the types of clients they pursue, how their practices have grown and evolved, and ways they have implemented MDRT’s Whole Person concept into their lives — all while achieving Top of the Table production every year. The session will be moderated by 2025 Top of the Table Divisional Vice President of Member Engagement, Juli Y. McNeely, CFP, CLU.

재무서비스 분야에서 지속 가능한 성공을 거둘 수 있게 하는 열쇠에 대해 이야기하는 TOT 회원들에게 귀를 기울여 보세요. 이 회원들이 추구하는 고객의 유형, 그들의 업무가 어떻게 성장하고 발전했는지, MDRT의 전인격 개념을 그들의 삶에 적용한 방법에 대해 알아보세요. 그들은 매년 TOT 회원 실적을 달성하면서 이 모든 것을 수행했습니다. 이 세션에서는 2025년 TOT 회원 참여 디비전 부회장인 줄리 Y. 맥닐리(Juli Y. McNeely, CFP, CLU)가 사회자를 맡을 예정입니다.

Panel discussion: Foolproof strategies for countless referrals

Jazmín Veneranda Medrano Torres, APA
강연 유형:
커넥션존
발표 언어:
스페인어
강연 날짜:
시작 시간:
Medrano Torres
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Gestión de Negocios
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언어:
스페인어
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Corella Gastelum and Medrano Torres share some foolproof techniques to increase the raw material of every advisor: referrals.

Panel discussion: Managing a unified advisor brand

Holly Xiao Yan Miao Brain
강연 유형:
개별강연
발표 언어:
북경어
강연 날짜:
2025년 6월 25일 수요일
시작 시간:
9:30
Wednesday, June 25, 2025
Miao Brain
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This is some text inside of a div block.
언어:
북경어
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Through real-life case studies, this panel explores how advisors can establish a professional image from multiple perspectives, master strategies for online and offline brand synergetic development, and create personal brand value.

A repeatable and adoptable prospecting method

Jun Mikawa
강연 유형:
개별강연
발표 언어:
일본어
강연 날짜:
2025년 6월 24일 화요일
시작 시간:
0:00
Tuesday, June 24, 2025
Mikawa
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언어:
일본어
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Prospecting is perhaps the most important, yet challenging, aspect of the life insurance business. Mikawa explains how to develop worksite markets and build trusting relationships with accountants and tax advisors as centers of influence, establishing a repeatable prospecting method that you can adopt quickly.

Critical illness insurance: Basics and best practices

Paul Milbourne
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
시작 시간:
Milbourne
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Asesoría a Clientes
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언어:
영어
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Critical illness insurance is the No. 1 life product that an insurance company pays claims on, Milbourne says, yet is the hardest product for an advisor to present to a client. He explains how to simplify this coverage to help clients understand the value of this much-needed protection and how it can provide financial certainty at an uncertain time.

To be chosen naturally by clients

Toshihiro Mishima
강연 유형:
개별강연
발표 언어:
일본어
강연 날짜:
2025년 6월 25일 수요일
시작 시간:
0:00
Wednesday, June 25, 2025
Mishima
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언어:
일본어
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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.

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