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The interpreted language session assignments listed are tentative.  English is the official language of the 2023 MDRT Annual Meeting. MDRT will provide simultaneous interpretation for Main Platform presentations and selected Focus Sessions when at least 50 registered members request a common language. Final determination of interpreted session options will be determined after May 8.

Alejandro Hernandez, FSCP, LAE

CDMX
,
,
Mexico
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Alejandro Hernandez graduated from Instituto Tecnológico Autónomo de México and has spent the past eight years working for a market research agency in Mexico.

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From self-employed to company director

Alejandro Hernandez, FSCP, LAE
Session Type:
Sessões de Foco
Presentation Language:
Espanhou
Date of Session:
Wednesday, June 12, 2024
Start Time:
9:30 pm
Hernandez
Language:
Espanhou
No items found.
Content Track:

What does it take to build a practice that can service clients and support a staff? Two advisors share the steps necessary to move from an independent practitioner to a manager and business owner.

‍

Matthew T. Hoesly, CFP, ChFC

Norfolk
,
Virginia
,
USA
Total Membership Years:
16
Court of the Table Honors:
11
Top of Table Honors:
7

Matthew T. Hoesly, CFP, ChFC, started his financial services career in 2004 after graduating from St. Norbert College. He relocated to Virginia in 2006 to join Resource 1 Inc., where he focuses on providing clients with personal financial advice, corporate retirement plans and asset management. He also plays a vital role in corporate trustee meetings as well employee meetings and educational seminars. In addition to serving as president of his local NAIFA chapter in 2012, Hoesly is also active in the Heritage Group, a national study group of young financial professionals who are being mentored by successful relatives.

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Top of the Table before 40

Matthew T. Hoesly, CFP, ChFC
Session Type:
ConneXion Zone
Presentation Language:
Inglês
Date of Session:
Monday, June 10, 2024
Start Time:
1:00 pm
Hoesly
Language:
Inglês
No items found.
Content Track:

What does an advisor need to learn and implement to quality for Top of the Table before turning 40? Hoesly shares insights he has gained from fellow MDRT members and how he ensures his small practice remains highly successful and profitable each year.

Laura Xue-Fen Hoi, ChFC, AEPP

Singapore
,
,
Singapore
Total Membership Years:
19
Court of the Table Honors:
3
Top of Table Honors:
0

Laura Xue-Fen Hoi, ChFC, AEPP, joined the financial services profession in 2002. She specializes in advising senior executives and high-net-worth individuals on wealth management and estate planning. She has received many awards during her career, is an active MDRT member volunteer, and frequently shares her experience and best practices to financial practitioners both locally and internationally.

Laura Xue-Fen Hoi, ChFC, AEPP, ingressou na profissão de serviços financeiros em 2002. Ela é especialista em aconselhar executivos seniores e indivíduos de alto patrimônio líquido sobre gestão de patrimônio e planejamento patrimonial. Laura recebeu muitos prêmios ao longo de sua carreira, é membro voluntário ativo da MDRT e compartilha frequentemente sua experiência e melhores práticas com profissionais financeiros local e internacionalmente.

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Goal setting will never be the same again!

A definição de metas nunca mais será a mesma!

Laura Xue-Fen Hoi, ChFC, AEPP
Session Type:
Plataforma Principal
Presentation Language:
Inglês
Date of Session:
Wednesday, June 12, 2024
Start Time:
1:00 pm
Hoi
Language:
Inglês
Português Brasileiro
Japonês
Koreano
Mandarim
Espanhou
Tailandês
Content Track:

Cansado de definir metas da mesma forma, ano após ano? Xue-Fen Hoi compartilha como incorporar o conceito de Pessoa Integral no seu processo de definição de metas pode transformar sua vida e trazer alegria.

Are you tired of setting goals the same way year after year? Xue-Fen Hoi shares how incorporating the Whole Person concept into your goal-setting process can transform your life and lead to newfound happiness.

Bret Hood, MBA, CFE

Hillsborough
,
North Carolina
,
USA
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Bret Hood, MBA, CFE, served as a special agent in the FBI for 25 years before becoming the director of 21st Century Learning & Consulting LLC upon his retirement in 2016. He serves as an adjunct professor of corporate governance, ethics and forensic accounting for the University of Virginia as well as a faculty member for the Association of Certified Fraud Examiners. Hood has presented on topics such as leadership, ethics and anti-fraud instruction for Fortune 500 companies, nonprofit entities and governmental organizations.

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Perception blindness: Why we fail to see what we need to see

Bret Hood, MBA, CFE
Session Type:
Sessões de Foco
Presentation Language:
Inglês
Date of Session:
Wednesday, June 12, 2024
Start Time:
11:00 am
Hood
Language:
Inglês
Mandarim
Espanhou
No items found.
Content Track:

How much do your self-esteem and self-confidence affect your willingness to go along with or against unethical acts? Hood explains how your unconscious brain acts in hidden ways by altering and transforming your perception of people, rules, advice and ideas.

Hiroyuki Hotta

Tokyo
,
,
Japan
Total Membership Years:
10
Court of the Table Honors:
4
Top of Table Honors:
1

Hiroyuki Hotta started his financial services career in 2009 and focuses on providing business continuation, finance and insurance advice for small- and medium-sized enterprise owners.

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Build trust on the path to success

Hiroyuki Hotta
Session Type:
Sessões de Foco
Presentation Language:
Japonês
Date of Session:
Tuesday, June 11, 2024
Start Time:
3:00 pm
Hotta
Language:
Japonês
No items found.
Content Track:

Anyone hoping to qualify for Court of the Table or Top of the Table needs a process, Hotta says. He shares tips for defining your target market, differentiating yourself from other advisors and creating trusting relationships with clients.

Pei Chun Hsieh

Taipei
,
,
Taiwan Area
Total Membership Years:
7
Court of the Table Honors:
1
Top of Table Honors:
0

Pei Chun Hsieh has been in the financial services profession for 20 years and currently has the highest number of online customer clicks in the company, accounting for more than 20% of the total clicks.

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Attracting and engaging with exclusively online clientele

Pei Chun Hsieh
Session Type:
ConneXion Zone
Presentation Language:
Mandarim
Date of Session:
Sunday, June 9, 2024
Start Time:
1:30 pm
Hsieh
Language:
Mandarim
No items found.
Content Track:

Hsieh ranks first in her company in both the number of online appointments and appointment success rate. She shares what she has learned about the kind of clients who use the internet to buy insurance and how she serves them most effectively.

Hsiu-chung Hsu

Taipei
,
,
Taiwan Area
Total Membership Years:
13
Court of the Table Honors:
0
Top of Table Honors:
0

Hsiu-chung Hsu has found success in the financial services profession due to her commitment to lifelong learning and serving clients with enthusiasm.

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Tips to help clients understand the value of financial planning

Hsiu-chung Hsu
Session Type:
ConneXion Zone
Presentation Language:
Mandarim
Date of Session:
Monday, June 10, 2024
Start Time:
3:00 pm
Hsu
Language:
Mandarim
No items found.
Content Track:

While the reasons for managing risk and preparing for the future are universal, not all clients recognize the importance of this work. Hsu shares how you can communicate with clients to help them see the significance of what you are recommending and set a path for this essential coverage.

Rick Hu, CLTC, RICP

Milwaukee
,
Wisconsin
,
USA
Total Membership Years:
13
Court of the Table Honors:
7
Top of Table Honors:
5

Rick Hu, CLTC, RICP, is the founder and president of Midas Wealth, where he helps clients with all aspects of their investment and financial planning matters while also directing the firm’s financial strategies for client portfolios. Hu has received many awards for his sustained vision, outstanding leadership and client communication, and he is a frequent speaker on financial services topics. In addition, he has been featured in Forbes, Winston Benefits, Yahoo Finance and Newsday.

Rick Hu, CLTC, RICP, é fundador e presidente da Midas Wealth, onde auxilia clientes em todos os aspectos de seus investimentos e questões de planejamento financeiro, enquanto também direciona as estratégias financeiras da empresa para os portfólios dos clientes. Hu recebeu muitos prêmios por sua visão sustentada, liderança excepcional e comunicação com os clientes, sendo um palestrante frequente sobre tópicos de serviços financeiros. Além disso, foi destaque na Forbes, Winston Benefits, Yahoo Finance e Newsday.

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Five proven ways to build a Top of the Table practice

Cinco maneiras comprovadas de construir uma prática Top of the Table

Rick Hu, CLTC, RICP
Session Type:
Plataforma Principal
Presentation Language:
Inglês
Date of Session:
Monday, June 10, 2024
Start Time:
8:00 am
Hu
Language:
Inglês
Português Brasileiro
Japonês
Koreano
Mandarim
Espanhou
Tailandês
Content Track:

Você consegue transformar ligações frias em ligações calorosas e indicações egoístas em indicações altruístas? Hu compartilha essas dicas e outros métodos para ajudar os consultores em qualquer nível a aumentar seus resultados e sua produtividade.

Can you turn cold calling into warm calling and selfish referrals into selfless ones? Hu shares these tips and more methods to help advisors at any level increase their results and productivity.

Satoshi Ishii

Tokyo
,
,
Japan
Total Membership Years:
9
Court of the Table Honors:
0
Top of Table Honors:
0

Satoshi Ishii had no sales experience when he joined the financial services profession 12 years ago, having started his career as a system engineer in charge of stock exchange systems. He is now part of the Mitsui Sumitomo Aioi Life Insurance Company Group and works for MSK Insurance Center Company, where he specializes in selling protection products. His main source for acquiring new clients comes from his existing clientele of individuals and businesses.

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Insurance agent rather than salesman

Satoshi Ishii
Session Type:
ConneXion Zone
Presentation Language:
Japonês
Date of Session:
Sunday, June 9, 2024
Start Time:
3:30 pm
Ishii
Language:
Japonês
No items found.
Content Track:

When the breadwinner of a family of four died, it was a wake-up call for Ishii. He shares how handling the death claim for this client clarified the importance of being an advisor and focusing on support rather than sales.

Nobuyuki Ishikawa

Tokyo
,
,
Japan
Total Membership Years:
19
Court of the Table Honors:
5
Top of Table Honors:
0

Nobuyuki Ishikawa is a top executive life planner at Sony Life Insurance Company in Japan, where he specializes in providing financial advice to clients in a way that helps mitigate their worries about their future.

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Investment is a great insurance policy

Nobuyuki Ishikawa
Session Type:
ConneXion Zone
Presentation Language:
Japonês
Date of Session:
Sunday, June 9, 2024
Start Time:
4:00 pm
Ishikawa
Language:
Japonês
No items found.
Content Track:

Do your clients have concerns about retirement and the next chapters of their lives? Ishikawa explains how you can help clients better understand their own uncertainty as you work to minimize stress and establish a plan.

Takahiro Izuki

Tokyo
,
,
Japan
Total Membership Years:
19
Court of the Table Honors:
13
Top of Table Honors:
4

Takahiro Izuki is the CEO of Financial Link Service Company Ltd., where he provides insurance, annuity and securities services to high-net-worth clients, particularly in the U.S. market.

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Leading the future of asset management

Takahiro Izuki
Session Type:
Sessões de Foco
Presentation Language:
Japonês
Date of Session:
Monday, June 10, 2024
Start Time:
3:00 pm
Izuki
Language:
Japonês
No items found.
Content Track:

This is a historic turning point, Izuki says, in Japan’s need for advisors to serve as professional guides for their clients. Learn why today is so impactful and how advisors can embrace the urgency of the moment.

Vikas Sayamlal Jethwani

Thane
,
,
India
Total Membership Years:
7
Court of the Table Honors:
6
Top of Table Honors:
2

Vikas Sayamlal Jethwani is a senior management professional and founder of Veez Insure. He has worked in key leadership roles for 12 years at companies such as ICICI Prudential and Aviva Life, and his proficiency lies in managing large agency business, driving productivities, channelizing businesses and identifying and implementing innovative stages that build sustainable business growth for advisors.

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Recognizing the art of decision-making in building your business

Vikas Sayamlal Jethwani
Session Type:
Sessões de Foco
Presentation Language:
Date of Session:
Wednesday, June 12, 2024
Start Time:
9:30 am
Jethwani
Language:
No items found.
Content Track:

Any organization’s success will be greatly impacted by the choices and strategies of its leaders. Jethwani shares how you can gain a deeper understanding of the decisions that lead to better results as well as the mindsets to avoid while guiding your practice.

Sotaro Jinno

Asaka
,
,
Japan
Total Membership Years:
14
Court of the Table Honors:
1
Top of Table Honors:
0

Sotaro Jinno joined AXA Life in 1999 and qualified for the company’s Annual Recognition Award in 2001. He has also received other accolades for his achievements within the financial services profession.

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Connecting clients’ security to advisors’ values

Sotaro Jinno
Session Type:
Sessões de Foco
Presentation Language:
Japonês
Date of Session:
Wednesday, June 12, 2024
Start Time:
9:30 am
Jinno
Language:
Japonês
No items found.
Content Track:

When clients understand that advisors are there to help, not sell, they gain a new and important perspective on the role you play in their lives. Jinno explains how to help clients recognize your value through your goal of bringing protection and stability to their financial lives.

Donnapa Jitsopananont

Bangkok
,
,
Thailand
Total Membership Years:
11
Court of the Table Honors:
7
Top of Table Honors:
1

Donnapa Jitsopananont began her career in financial services in 2012. With 90% of her clients resulting from referrals, she is passionate about taking care of and building strong relationships with her clients.

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Achieving MDRT Life membership

Donnapa Jitsopananont
Session Type:
ConneXion Zone
Presentation Language:
Tailandês
Date of Session:
Monday, June 10, 2024
Start Time:
11:30 am
Jitsopananont
Language:
Tailandês
No items found.
Content Track:

Why should you consider becoming a Life member of MDRT, and how can you embark on this journey? Three MDRT members share their unique insights, including what inspired them and how they maintained focus to achieve enough MDRT qualifications for Life membership.

Seonghun Jo

Seoul
,
,
Republic of Korea
Total Membership Years:
7
Court of the Table Honors:
0
Top of Table Honors:
0

Seonghun Jo earned his master’s degree in MIS and transitioned from IT to financial services in 2006. He provides asset management services to individuals and business management planning to corporate clients. As an in-house professor, he trains his team on how to use the company’s IT system and sales know-how strategies through various apps. Jo also works as a financial planning lecturer outside his company.

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How to create an automated IT-based sales process

Seonghun Jo
Session Type:
Sessões de Foco
Presentation Language:
Koreano
Date of Session:
Monday, June 10, 2024
Start Time:
1:30 pm
Jo
Language:
Koreano
No items found.
Content Track:

Are you using all the apps that can help your practice run smoothly? From initial contact with clients to contracting and referrals, Jo shares methods to improve efficiency, delegate repetitive duties and focus on core tasks by utilizing various apps throughout the client journey.

Thian Lung Jong

Kuala Lumpur
,
,
Malaysia
Total Membership Years:
15
Court of the Table Honors:
6
Top of Table Honors:
2

Thian Lung Jong joined AIA in 2006 and was promoted to unit manager in 2008. He authored “Simplicity,” co-authored “The Mindset Playbook” and “Malaysia Big Deals,” and has received several awards over the years for his accomplishments. Jong has volunteered extensively as an MDRT member, serving in various roles for the MDRT Program General Arrangements Committee, as an MDRT Global Ambassador and for the MDRT Foundation. He has also participated in numerous speaking engagements for MDRT, at agency managers’ conferences and for other financial services organizations.

Thian Lung Jong ingressou na AIA em 2006 e foi promovido a gerente de unidade em 2008. Ele é autor de "Simplicity", coautor de "The Mindset Playbook" e "Malaysia Big Deals", e ganhou vários prêmios ao longo dos anos por suas conquistas. Jong foi voluntário em diversas funções como membro da MDRT, atuando em vários cargos no Comitê de Organização Geral de Programas da MDRT, como Embaixador Global da MDRT e na Fundação MDRT. Ele também participou de várias palestras para a MDRT, em conferências de gerentes de agências e outras organizações de serviços financeiros.

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Launch to Excellence

Lançamento à Excelência

Thian Lung Jong
Session Type:
Abertura para a Excelência
Presentation Language:
Inglês
Date of Session:
Sunday, June 9, 2024
Start Time:
3:00 pm
Jong
Language:
Inglês
Português Brasileiro
Japonês
Koreano
Mandarim
Espanhou
Tailandês
Content Track:

Se você é um novo membro da MDRT ou está participando da Reunião Anual da MDRT pela primeira vez, seja bem-vindo! Convidamos você a se juntar a membros de todo o mundo nesta incrível sessão de abertura, organizada para ajudar você a aproveitar ao máximo sua associação à MDRT e a experiência da reunião. Você ouvirá membros experientes da MDRT que compartilharão percepções e conselhos enquanto transmitem seus segredos de sucesso.Não perca essa valiosa sessão da Reunião Anual da MDRT! Destinada especialmente aos membros em seus primeiros cinco anos de associação e àqueles que são novos nas reuniões da MDRT, esta sessão é aberta a todos os participantes da reunião. A inspiração, as orientações e a camaradagem que você irá descobrir vão durar muito mais do que a sua estadia em Vancouver.

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 Vancouver.

Sung An Jung

Seoul
,
,
Republic of Korea
Total Membership Years:
14
Court of the Table Honors:
0
Top of Table Honors:
0

Sungan Jung is a branch manager at Shinhan Life and has contributed as a columnist on how to remodel assets in a semiretirement era.

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How to manage clients' assets and win referrals

Sung An Jung
Session Type:
Sessões de Foco
Presentation Language:
Koreano
Date of Session:
Wednesday, June 12, 2024
Start Time:
11:00 am
Jung
Language:
Koreano
No items found.
Content Track:

When clients seek your guidance on insurance protection and asset management, what will you do that drives them to recommend you? Jung shares how you can become so trusted and impactful that clients can’t wait to connect you with other important people in their lives.

Paphasorn Kaewkorbsin

Bangkok
,
,
Thailand
Total Membership Years:
18
Court of the Table Honors:
10
Top of Table Honors:
1

Paphasorn Kaewkorbsin is the CEO of Idol Planner Company and specializes in tax planning, corporate structuring and family constitution.

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Business succession strategy: Creating an exit plan

Paphasorn Kaewkorbsin
Session Type:
Sessões de Foco
Presentation Language:
Tailandês
Date of Session:
Tuesday, June 11, 2024
Start Time:
1:30 pm
Kaewkorbsin
Language:
Tailandês
No items found.
Content Track:

While most advisors know the importance of planning for their own retirement, many struggle to create and implement the sort of plan they help establish for clients. Kaewkorbsin shares how advisors can take steps to prepare for not just their own future but what will happen to their practice when they are gone.

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Stephen Kagawa, FSS, LUTCF

Monrovia
,
California
,
USA
Total Membership Years:
31
Court of the Table Honors:
25
Top of Table Honors:
23

Stephen Kagawa, FSS, LUTCF, is committed to helping financial advisors love the work they do. Born and raised in Honolulu, Hawaii, USA, Kagawa is the founder and CEO of The Pacific Bridge Companies, a comprehensive wealth management organization that is focused on global financial navigation as well as helping ethnic communities from Asia in the U.S. He is the bestselling author of “Aloha Financial Advising,” and regularly speaks on international consultative and wealth management principles around the world.

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A prospecting technique that can take you to Top of the Table

Stephen Kagawa, FSS, LUTCF
Session Type:
ConneXion Zone
Presentation Language:
Inglês
Date of Session:
Tuesday, June 11, 2024
Start Time:
11:30 am
Kagawa
Language:
Inglês
No items found.
Content Track:

Want to break out of a slump and energize the way you ask for referrals? Kagawa shares a simple step that can have a big impact for any practice.

Sittichai Kallayasiri

Bangkok
,
,
Thailand
Total Membership Years:
10
Court of the Table Honors:
10
Top of Table Honors:
4

Sittichai Kallayasiri earned his degree in finance, graduating with first-class honors. He has continued to receive repeated recognition by his agency throughout his nine-year career in the financial services profession.

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Opening HNW clients' minds to your recommendations

Sittichai Kallayasiri
Session Type:
ConneXion Zone
Presentation Language:
Tailandês
Date of Session:
Tuesday, June 11, 2024
Start Time:
11:30 am
Kallayasiri
Language:
Tailandês
No items found.
Content Track:

Before clients can think big, you have to learn to do the same. Kallayasiri shares how you can expand your perspective to open up in-demand clients to your ideas and develop a steady business through HNW service.

Hua-Yu Kao

Taipei
,
,
Taiwan Area
Total Membership Years:
5
Court of the Table Honors:
0
Top of Table Honors:
0

Hua-Yu Kao has been in the financial services profession for 11 years and holds the record for selling three policies per week for 400 consecutive weeks.

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How to create ease and clarity for clients

Hua-Yu Kao
Session Type:
ConneXion Zone
Presentation Language:
Mandarim
Date of Session:
Tuesday, June 11, 2024
Start Time:
11:30 am
Kao
Language:
Mandarim
No items found.
Content Track:

There are many reasons why a client might object to your insurance recommendations. Kao shares how to utilize a coordinated series of drawings and questions to illustrate concepts, understand the client’s needs and match them to the help you can provide.

Thanathon Karnjanisakorn

Bangkok
,
,
Thailand
Total Membership Years:
9
Court of the Table Honors:
2
Top of Table Honors:
0

Thanathon Karnjanisakorn is a financial influencer, host of several financial programs and owner of the Namfinance Financial Plan, which has more than 100,000 followers and coordinates with every financial organization in Thailand. Karnjanisakorn believes more Thai people should take an interest in financial planning and has dedicated her life to sharing her knowledge about finance to ensure this becomes a reality.

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How to reach MDRT for life

Thanathon Karnjanisakorn
Session Type:
Sessões de Foco
Presentation Language:
Tailandês
Date of Session:
Wednesday, June 12, 2024
Start Time:
9:30 am
Karnjanisakorn
Language:
Tailandês
No items found.
Content Track:

While it might seem like your work with a client affects only them, Karnjanisakorn says the benefits reach much farther. She explains how you can adjust your mindset to recognize the larger impact that comes from each client’s financial planning.

Zack Kass

Santa Barbara
,
California
,
USA
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Zack Kass is an artificial intelligence (AI) futurist, keynote speaker and consultant. He has spent more than 14 years in the field of AI with companies such as Figure Eight and Lilt. As former head of go-to-market at OpenAI, Kass’ mission is to ensure businesses are active participants in the AI-powered future by making it accessible and understandable as well as helping leaders navigate the rapidly evolving environment. His thought leadership and techno-optimist views have been featured in countless publications, including Fortune, Newsweek, Entrepreneur and Ad Age.  

‍

Zack Kass é um palestrante e consultor futurista da inteligência artificial (IA). Ele passou mais de 14 anos atuando na área de IA em empresas como a Figure Eight e a Lilt. Como ex-diretor de lançamento no mercado da OpenAI, a missão de Kass é garantir que as empresas sejam participantes ativas no futuro impulsionado pela IA, tornando-a acessível e compreensível, além de ajudar seus líderes a explorar esse ambiente em franca evolução. Sua liderança intelectual e suas visões tecno-otimistas foram apresentadas em inúmeras publicações, incluindo as revistas Fortune, Newsweek, Entrepreneur e Ad Age.

‍

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AI: Turning uncertainty into excitement for a technological new world

IA: Transformando incerteza em entusiasmo por um novo mundo tecnológico

Zack Kass
Session Type:
Plataforma Principal
Presentation Language:
Inglês
Date of Session:
Sunday, June 9, 2024
Start Time:
5:30 pm
Kass
Language:
Inglês
Português Brasileiro
Japonês
Koreano
Mandarim
Espanhou
Tailandês
Content Track:

O que você precisa saber sobre inteligência artificial (IA) e como você pode adaptar essa tecnologia que cresce rapidamente à sua prática? A Kass torna acessível um futuro otimizado com IA, ao mesmo tempo explorando a interseção dos avanços de IA de ponta e suas aplicações práticas na sua empresa. 

‍

What should you know about artificial intelligence (AI), and how can you adapt this rapidly advancing technology for your practice? Kass makes an AI-enhanced future accessible while exploring the intersection of cutting-edge AI advancements and their practical applications for your business. 

‍

Pichandech Kemped

Bangkok
,
,
Thailand
Total Membership Years:
3
Court of the Table Honors:
1
Top of Table Honors:
0

Pichandech Kemped believes that knowledge is power only when you know how to apply it. As a speaker on financial matters, Kemped enjoys sharing the knowledge he has gained so others will find success as well.

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Achieving MDRT Life membership

Pichandech Kemped
Session Type:
ConneXion Zone
Presentation Language:
Tailandês
Date of Session:
Monday, June 10, 2024
Start Time:
11:30 am
Kemped
Language:
Tailandês
No items found.
Content Track:

Why should you consider becoming a Life member of MDRT, and how can you embark on this journey? Three MDRT members share their unique insights, including what inspired them and how they maintained focus to achieve enough MDRT qualifications for Life membership.

Carol Kheng, ChFC

Singapore
,
,
Singapore
Total Membership Years:
26
Court of the Table Honors:
4
Top of Table Honors:
3

Carol Kheng, ChFC, is the 2024 First Vice President of MDRT. A Diamond Knight of the MDRT Foundation, Kheng is also a member of its Inner Circle Society and has served on its Board of Trustees. A master financial consultant with Prudential Assurance Company Singapore, Kheng focuses on estate planning for high-net-worth individuals. Kheng's extensive MDRT volunteerism includes roles as Divisional Vice President of the Global Conference Program General Arrangements (PGA) Division, Divisional Vice President Member Resources–Practice Management Division and Divisional Vice President of the 2014 MDRT Experience meeting. Kheng is also a 2020 Prudential Presidents’ Club awardee and has been a member of Prudential’s Quality Club Elite and Star Club since 1996. In 2005, she was the founding member and chairperson of Prudential’s MDRT Club.

Carol Kheng, ChFC, é a primeira vice-presidente da MDRT em 2024. Cavaleiro de Diamante da MDRT Foundation, Kheng também é membro da Inner Circle Society e atuou em seu Conselho de Curadores. Consultora financeira mestre da Prudential Assurance Company Singapore, Kheng se concentra no planejamento patrimonial para indivíduos de alto patrimônio líquido. O extenso trabalho voluntário de Kheng na MDRT inclui funções como vice-presidente da divisão de Organização Geral do Programa da Conferência Global (PGA), vice-presidente da divisão de Recursos para Membros - Divisão de Gerenciamento de Práticas e vice-presidente da divisão da reunião de Experiência da MDRT de 2014. Kheng também é uma das pessoas premiadas pela Prudential Presidents' Club em 2020 e é membro do Prudential Quality Club Elite e do Star Club desde 1996. Em 2005, ela foi a membro fundadora e presidente do Clube MDRT da Prudential.

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Incoming Presidential Address

Discurso do Novo Presidente

Carol Kheng, ChFC
Session Type:
Plataforma Principal
Presentation Language:
Inglês
Date of Session:
Tuesday, June 11, 2024
Start Time:
8:00 am
Kheng
Language:
Inglês
Português Brasileiro
Japonês
Koreano
Mandarim
Espanhou
Tailandês
Content Track:

Conheça a presidente da MDRT em 2025, Carol Kheng, ChFC

Get to know 2025 MDRT President Carol Kheng, ChFC

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