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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. 

To be chosen naturally by clients

Toshihiro Mishima
강연 유형:
개별강연
발표 언어:
일본어
강연 날짜:
2025년 6월 25일 수요일
시작 시간:
9:30
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.

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

Dana Mitchell, CFP, CLU
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
2025년 6월 22일 일요일
시작 시간:
11:30
Sunday, June 22, 2025
Mitchell
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Gestión de Negocios
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언어:
영어
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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.

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

Dana Mitchell, CFP, CLU
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
14:30
Monday, June 23, 2025
Mitchell
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Gestión de Negocios
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언어:
영어
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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.

Mentorship mastery: Building lasting connections and transforming practices through MDRT

Dana Mitchell, CFP, CLU
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2025년 6월 25일 수요일
시작 시간:
9:30
Wednesday, June 25, 2025
Mitchell
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언어:
영어
힌디어
북경어
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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.

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

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

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

어둠에서 빛으로, 시각과 변화의 여정

Darkness to light: A journey of sight and transformation

Kate Moynihan
강연 유형:
주강연
발표 언어:
영어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
8:00
Monday, June 23, 2025
Moynihan
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언어:
영어
일본어
한국어
북경어
스페인어
태국어
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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.  

1978년 이래로 MDRT 재단의 2025 MDRT 연차총회 자선 파트너인 세바 재단(Seva Foundation)에서는 시력 관리를 이용하기가 어렵거나 이용할 수 없는 지역 사회에 속한 이들의 시력을 되찾아주며 그들의 삶을 변화시키고 있습니다. 모이니한은 세바가 20개국 이상의 지역 기관과의 협업 하에 헬스케어 인프라를 강화하고 지속 가능한 지역 사회 주도 시력 관리 설루션을 공동으로 만들고 있습니다.  

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

Montserrat Mureddu Gonzalez
강연 유형:
커넥션존
발표 언어:
스페인어
강연 날짜:
2025년 6월 24일 화요일
시작 시간:
12:30
Tuesday, June 24, 2025
Mureddu Gonzalez
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Persona Íntegra
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언어:
스페인어
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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.

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

Takashi Muto
강연 유형:
커넥션존
발표 언어:
일본어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
12:30
Monday, June 23, 2025
Muto
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Persona Íntegra
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언어:
일본어
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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.

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

Ayumu Nakajima
강연 유형:
커넥션존
발표 언어:
일본어
강연 날짜:
2025년 6월 24일 화요일
시작 시간:
13:00
Tuesday, June 24, 2025
Nakajima
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Asesoría a Clientes
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언어:
일본어
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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.

Master the art of connecting

Gustavo Alberto Nava Reynoso
강연 유형:
커넥션존
발표 언어:
스페인어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
13:30
Monday, June 23, 2025
Nava Reynoso
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Asesoría a Clientes
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언어:
스페인어
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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.

Powerful questions will take you to the next level

Gustavo Alberto Nava Reynoso
강연 유형:
개별강연
발표 언어:
스페인어
강연 날짜:
2025년 6월 24일 화요일
시작 시간:
13:30
Tuesday, June 24, 2025
Nava Reynoso
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언어:
스페인어
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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.

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

Mariant Carolina Navarro Protzel
강연 유형:
커넥션존
발표 언어:
스페인어
강연 날짜:
2025년 6월 22일 일요일
시작 시간:
14:00
Sunday, June 22, 2025
Navarro Protzel
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Gestión de Negocios
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언어:
스페인어
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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.

평생 지속 가능한 소개의 비밀: 끊임없는 고객발굴 방법

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

Jaslyn Ng, CLU, ChFC/S
강연 유형:
주강연
발표 언어:
영어
강연 날짜:
2025년 6월 25일 수요일
시작 시간:
13:00
Wednesday, June 25, 2025
Ng
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Marketing
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언어:
영어
일본어
한국어
북경어
스페인어
태국어
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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.

5분 단계별 접근 방식을 사용하여 지속적인 고객 관계를 구축하고 열정적이고 충성도 높은 고객으로부터 끊임없는 소개를 받는 방법을 배워보세요. 응(Ng)은 강력한 온라인 프레즌스를 구축하고, 타기팅된 질문을 통해 귀중한 고객 피드백을 수집하며, 추천서를 활용하여 고객 참여를 유도하고, 서비스를 홍보하며, 소개 네트워크를 성장시키는 방법을 공유합니다.

차기 회장 연설

Incoming Presidential Address

John F. Nichols, MSM, CLU
강연 유형:
주강연
발표 언어:
영어
강연 날짜:
2025년 6월 24일 화요일
시작 시간:
8:00
Tuesday, June 24, 2025
Nichols
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언어:
영어
일본어
한국어
북경어
스페인어
태국어
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Get to know 2026 MDRT President John F. Nichols, MSM, CLU

2026년 MDRT 회장 존 F. 니콜스(John F. Nichols, MSM, CLU)를 소개합니다.

Engaging multiple generations to create successful wealth transfers

Bobby James Ning, CFP, BA
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
시작 시간:
Ning
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Asesoría a Clientes
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언어:
영어
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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.

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

Bobby James Ning, CFP, BA
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2025년 6월 25일 수요일
시작 시간:
9:30
Wednesday, June 25, 2025
Ning
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언어:
영어
스페인어
태국어
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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.

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

Erik Olivares Rodriguez, MBA
강연 유형:
커넥션존
발표 언어:
스페인어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
13:30
Monday, June 23, 2025
Olivares Rodriguez
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Marketing
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언어:
스페인어
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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.

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

Ee Boon Ong, CLU®/S, ChFC®/S
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
2025년 6월 22일 일요일
시작 시간:
12:00
Sunday, June 22, 2025
Ong
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Gestión de Negocios
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언어:
영어
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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.

Overcoming adversity and aspiring toward a Whole Person life

Colin L.J. Ong, CLU, ChFC
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
2025년 6월 24일 화요일
시작 시간:
13:00
Tuesday, June 24, 2025
Ong
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Persona Íntegra
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언어:
영어
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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.

어둠 속의 빛: 진심 어린 연결에서 얻은 교훈

The light in the darkness: Lessons from heartfelt connections

Candice Ong
강연 유형:
주강연
발표 언어:
영어
강연 날짜:
2025년 6월 24일 화요일
시작 시간:
8:00
Tuesday, June 24, 2025
Ong
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Persona Íntegra
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언어:
영어
일본어
한국어
북경어
스페인어
태국어
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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.

우리는 금융 거래, 고객 서비스, 보험금 청구를 넘어 어떻게 더 큰 가치를 제공할 수 있을까요? 옹은 깊은 의미를 지닐 뿐만 아니라 고귀한 대의를 지지하기 위해 다양한 커뮤니티의 사람들을 하나로 모으고 주목할 만한 결과를 이끌어낸 유기적이고 창의적인 이니셔티브들을 공유합니다.

Referrals arise from either emotions, trust or advocacy

Shizuko Ozaki
강연 유형:
개별강연
발표 언어:
일본어
강연 날짜:
2025년 6월 25일 수요일
시작 시간:
11:00
Wednesday, June 25, 2025
Ozaki
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언어:
일본어
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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.

고객 참여와 사업 성장을 최대화하는 전략 10가지

10 strategies to maximize client engagement and business growth

Craig Palfrey, CFP
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2025년 6월 24일 화요일
시작 시간:
13:30
Tuesday, June 24, 2025
Palfrey
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언어:
영어
한국어
북경어
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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.

어떻게 해야 고객의 기대를 뛰어넘고, 관계를 강화하고, 여러분의 사업을 앞으로의 미래에 대비시킬 수 있을까요? 팔프리(Palfrey)는 다시 잠재 고객 발굴에 나서는 대신, 재무 여정에 대한 제어력을 갖고 효과적으로 커뮤니케이션하며 성공적인 사업체를 만들 수 있는 혁신 방법 10가지를 소개합니다.

Panel discussion: Unity in diversity

R. Sepalika Panagoda, MFA
강연 유형:
개별강연
발표 언어:
힌디어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
15:00
Monday, June 23, 2025
Panagoda
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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. This session will be presented in a combination of Hindi and English.

COT에서 TOT로 성장하는 법인 협업컨설팅

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

Hee Geun Park
강연 유형:
개별강연
발표 언어:
한국어
강연 날짜:
2025년 6월 24일 화요일
시작 시간:
15:00
Tuesday, June 24, 2025
Park
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언어:
한국어
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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.

MDRT를 넘어 COT, TOT를 꿈꾸는 FC를 위한 세션입니다. 법인 시장을 특화하여 TOT를 달성한 생생한 경험을 바탕으로, 법인 시장 세일즈 준비부터 협업 컨설팅, 그리고 실제 상담 기법까지, 성공적인 법인 영업 전략을 단계별로 제시합니다. 수년간 축적된 노하우를 통해 한 단계 더 성장하고 싶은 FC에게 실질적인 도움을 제공합니다.

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