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英语是 2025 年百万圆桌年会的官方语言。百万圆桌提供主场会议演讲的同声传译，并为指定非英语焦点会议及特别会议提供最多 12 种语言的传译服务，前提是有至少 50 名注册会员要求用同一种语言进行传译。您必须在注册时提出同声传译的要求。提交同声传译申请的截止日期是 2025 年 4 月 27 日。 

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入会总年份：
内阁会员荣誉：
顶尖会员荣誉：
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内阁会员及顶尖会员公开论坛

Court of the Table and Top of the Table Open Forum

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会议类型：
内阁会员/顶尖会员
演讲语言：
英语
会议日期：
2026 年 6 月 10 日，星期三
开始时间：
7:30
June 10, 2026 7:30 AM
语言：
英语
粤语
普通话
日语
朝鲜语
西班牙语
泰语

Oscar Jesus Aguilar Rivas

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,
入会总年份：
6
内阁会员荣誉：
1
顶尖会员荣誉：

Oscar Jesus Aguilar Rivas, a financial advisor with more than 15 years of experience in the insurance industry and the CEO of the firm Hombre Clave, is also a successful speaker and author of financial planning books. Throughout his professional career, Aguilar Rivas has earned his place in his company’s Diamond Club and excelled as a sales champion.

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A planning tool as a sales strategy

Oscar Jesus Aguilar Rivas
会议类型：
交流区
演讲语言：
西班牙语
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
11:30
June 7, 2026 11:30 AM
Aguilar Rivas
语言：
西班牙语
No items found.

Aguilar Rivas presents a practical, innovative tool you can implement in your meetings to help your clients identify their needs.

Denise Allard Serna

Ciudad De Mexico
,
,
Mexico
入会总年份：
24
内阁会员荣誉：
11
顶尖会员荣誉：
6

Denise Allard Serna is a professional insurance agent at Seguros Monterrey New York Life.

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Panel discussion: From salesperson to leader: Transitioning to an entrepreneurial mindset

Denise Allard Serna
会议类型：
焦点会议
演讲语言：
西班牙语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
15:00
June 8, 2026 3:00 PM
Allard Serna
语言：
西班牙语
No items found.

MDRT members explore how to transform your mindset by breaking limiting beliefs and adopting a posture of responsibility, abundance and purpose as you enter a new stage of your business. Learn how leadership is a process that starts with self-awareness, moves to managing tasks and resources, and ultimately creates the type of inspirational leader who builds high-performance teams, aligns talent with the vision, fosters growth and creates environments of genuine collaboration.

Denise Allard Serna; Catalina Vega

Ciudad De Mexico
,
,
Mexico
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Denise Allard Serna is a professional insurance agent at Seguros Monterrey New York Life.

Catalina Vega is a social communicator with a master's degree in marketing and a certified international leadership coach. As founder and CEO of Humark Latam, a company specializing in cultural branding, human development and leadership, she has supported more than 500 entrepreneurs and executives across Latin America in strengthening their leadership and purpose. Together with Denise Allard Serna, she is also the co-founder of Mentoría Evoluciona, a mentoring program for insurance agents.

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Panel discussion: From salesperson to leader: Transitioning to an entrepreneurial mindset

Denise Allard Serna; Catalina Vega
会议类型：
焦点会议
演讲语言：
西班牙语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
15:00
June 8, 2026 3:00 PM
Allard Serna; Vega
语言：
西班牙语
No items found.

MDRT members explore how to transform your mindset by breaking limiting beliefs and adopting a posture of responsibility, abundance and purpose as you enter a new stage of your business. Learn how leadership is a process that starts with self-awareness, moves to managing tasks and resources, and ultimately creates the type of inspirational leader who builds high-performance teams, aligns talent with the vision, fosters growth and creates environments of genuine collaboration.

Paola Almontes

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入会总年份：
4
内阁会员荣誉：
2
顶尖会员荣誉：

Paola Almontes holds a bachelor's degree in international economic relations and is a successful financial and wealth advisor. She is the creator of “The Investor's Map” and the founder of the financial movement “Finance with Purpose.” She has built a digital community of more than two million followers and has delivered lectures and provided mentorship to inspire others to invest with purpose and build wealth.

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From 0 to 2 million followers: Create a brand that sells without selling

Paola Almontes
会议类型：
交流区
演讲语言：
西班牙语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
14:00
June 9, 2026 2:00 PM
Almontes
语言：
西班牙语
No items found.

In a world where advisors compete with the same content, it is necessary to create an authentic digital presence that builds trust and drives sales without chasing clients. Almontes reveals how to identify the right audience, create relevant content and interpret the metrics that matter most. Discover the difference between empty virality and purposeful virality, and why authenticity is the most powerful advantage for any advisor.

Juan Pablo Araoz Martinez Sr.

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入会总年份：
8
内阁会员荣誉：
6
顶尖会员荣誉：
4

Juan Pablo Araoz Martinez Sr., is a specialist in life, savings and retirement insurance at Swiss Medical Seguros. With more than a decade of experience as a financial planner, Araoz Martinez has helped independent professionals and business owners build financial security by combining traditional methods with innovation and technology. He has earned significant recognition from his company and from LIMRA-Latam for his outstanding performance.

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Multiply your productivity with sales funnels and social media

Juan Pablo Araoz Martinez Sr.
会议类型：
交流区
演讲语言：
西班牙语
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
16:00
June 7, 2026 4:00 PM
Araoz Martinez
语言：
西班牙语
No items found.

In the digital age, productivity is not only measured by hours worked but also by how we use technology to connect with more clients. Araoz Martinez explains how to design sales funnels that convert leads into prospects and prospects into clients, and how to use social media to position yourself in clients' minds. Learn how to integrate these tools with a high-performance team and get a clear road map to take your business to the next level.

María Lorena Arroyo Melchor

Mexico
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入会总年份：
6
内阁会员荣誉：
顶尖会员荣誉：

María Lorena Arroyo Melchor holds a bachelor's degree in business administration from La Salle University. Throughout her 10 years as a professional agent at Seguros Monterrey New York Life, she has specialized in financial planning for entrepreneurs and executives. Among the recognition she has received from her company for her outstanding performance are her membership in the Centurion Legion Club and attendance at international conventions.

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24 hours: Challenges and advantages of unstoppable agents

María Lorena Arroyo Melchor
会议类型：
交流区
演讲语言：
西班牙语
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
13:30
June 7, 2026 1:30 PM
Arroyo Melchor
语言：
西班牙语
No items found.

We all have the same 24 hours. What sets us apart is how we turn them into results. Arroyo Melchor shares how to move from running around all day to producing high-level results — without burning out. Learn to set clear short-term goals, break them into specific tasks and prioritize what truly impacts your productivity while maintaining high energy levels.

Mariana Atencio

Miami
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Florida
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USA
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Mariana Atencio 在 2017 年以风靡全球的 TEDx 演讲《您因何独特？》(What makes YOU special?) 震撼全世界。该演讲至今累计超 2,500 万观看次数，并被翻译成 13 种语言。她传递的核心信息“您的与众不同之处正是您最强大的力量”，持续激励着全球领袖与团队在充满不确定因素、持续变革与自我怀疑的时代中，找到破局而出的成长蓝图。Atencio 的记者生涯始于西班牙语传媒 Univision，之后跨界加入英语传媒 NBC 新闻。她以扎根现场的深入报导荣获 Peabody Award、Gracie Award、三度艾美奖提名，以及全美西班牙裔记者协会总统奖的肯定。

Mariana Atencio took the world by storm in 2017 with her viral TEDx talk on authenticity, “What makes YOU special?” — now with more than 25 million views and translated into 13 languages. Her message, what makes you different is what makes you powerful, inspires leaders and teams to embrace a blueprint to thrive through uncertainty, constant disruption and their own self-doubt. Atencio built her journalism career first at Univision in Spanish, then crossed over to English at NBC News, where her boots-on-the-ground reporting earned her a Peabody Award, a Gracie Award, three Emmy nominations and the NAHJ Presidential Award.

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《信任优势：重燃使命、表现与更高层次的成果》

The trust advantage: Reigniting purpose, performance and next-level results

Mariana Atencio
会议类型：
主场会议
演讲语言：
英语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
8:00
June 8, 2026 8:00 AM
Atencio
语言：
英语
日语
朝鲜语
普通话
西班牙语
泰语
No items found.

How can you fully enjoy the success you’ve built and unlock what’s next? Atencio helps uncover what makes you uniquely credible in your clients’ eyes, how to strengthen the three pillars of trust — credibility, integrity and reliability — and walk away with a simple, repeatable framework so you can reach new heights as an advisor, teammate and leader.

如何全然享受已建立的成就，并更上一层楼？Atencio 将协助发掘您在客户眼中独有的信誉基础，找出如何强化信誉度、诚信与可靠度这信任三大支柱，并让您带走一个可复制的简单框架，让您在顾问、团队成员与领袖这几个角色上都致新高度。

Nelly Attar

Riyadh
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Riyadh
,
Saudi Arabia
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Nelly Attar is an adventurer and entrepreneur, recognized globally for breaking barriers as an Arab athlete, pushing human limits and guiding others to rise to their own challenges. She made history as the first Arab to summit K2 and the first Lebanese to climb the five highest peaks in the world. As the founder of MOVE, the first dance studio in Saudi Arabia, Attar sparked a movement that inspired communities across the Middle East to embrace fitness, resilience and exploration. Whether leading teams through unforgiving Himalayan climbs or advising organizations on resilience and vision, she embodies the message that, step by step, the impossible becomes possible.

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Climbing your Everest

Nelly Attar
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
15:00
June 9, 2026 3:00 PM
Attar
语言：
英语
朝鲜语
西班牙语
No items found.

Despite coming from Saudia Arabia, a country once considered the least active, Attar made history on regional and global stages by summiting K2 and conquering the five highest mountains. Learn powerful tools and resources to help you find your Everest and start climbing today.

Saad Anthony Baksh, BSc

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入会总年份：
18
内阁会员荣誉：
2
顶尖会员荣誉：

Saad Anthony Baksh, BSc, is a branch manager for Maritime Financial Group. He leads 30 advisors in a multiline environment and has helped them win numerous Maritime Financial awards. He is an active MDRT and MDRT Center for Field Leadership member, currently serving on the MDRT Academy Committee-Global Member Relations, and as a member of the Brand Champion Task Force for the MDRT Center. Baksh has spoken at conferences in the United States, Barbados, Jamaica and Belize, and earned his degree from the University of London.

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

Saad Anthony Baksh, BSc
会议类型：
交流区
演讲语言：
英语
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
15:30
June 7, 2026 3:30 PM
Baksh
语言：
英语
No items found.

Learn how the MDRT Academy and the MDRT Center for Field Leadership can help you and your advisors learn and grow at every career stage. The MDRT Academy helps advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders.

Saad Anthony Baksh, BSc, and Brian D. Heckert, CLU, ChFC,

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入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Saad Anthony Baksh, BSc, is a branch manager for Maritime Financial Group. He leads 30 advisors in a multiline environment and has helped them win numerous Maritime Financial awards. He is an active MDRT and MDRT Center for Field Leadership member, currently serving on the MDRT Academy Committee-Global Member Relations, and as a member of the Brand Champion Task Force for the MDRT Center. Baksh has spoken at conferences in the United States, Barbados, Jamaica and Belize, and earned his degree from the University of London.

Brian D. Heckert, CLU, ChFC, has dedicated his professional life to providing strategic financial advice and services for individuals and businesses. He has been involved with numerous MDRT committees and served as MDRT President in 2016. Through his industry leadership, he has gained a broad world view, and he has been featured and quoted in media outlets such as Forbes, the Wall Street Journal, CNN Money and ThinkAdvisor in addition to speaking to audiences in 49 U.S. states and 35 countries on topics ranging from advanced planning ideas to practice management.

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

Saad Anthony Baksh, BSc, and Brian D. Heckert, CLU, ChFC,
会议类型：
交流区
演讲语言：
英语
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
15:30
June 7, 2026 3:30 PM
Baksh, Hecker
语言：
英语
No items found.

Learn how the MDRT Academy and the MDRT Center for Field Leadership can help you and your advisors learn and grow at every career stage. The MDRT Academy helps advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders.

Maribe Carolina Barbona

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入会总年份：
3
内阁会员荣誉：
3
顶尖会员荣誉：
2

Maribe Carolina Barbona has an outstanding professional career of more than two decades as an insurance agent. She is the creator and host of “Let's Talk Insurance with No Prior Knowledge,” a financial education program on YouTube. She is also the founder of Vidas Seguras, an organization focused on social inclusion and insurance education, and the author of the book “Life Insurance Goes to School.” Barbona is also a renowned international speaker and a professional coach. One of her most notable awards is the LIMRA International Platinum Quality Award.

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From prospect to client in less than 20 minutes

Maribe Carolina Barbona
会议类型：
交流区
演讲语言：
西班牙语
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
15:30
June 7, 2026 3:30 PM
Barbona
语言：
西班牙语
No items found.

Barbona shares how to turn a prospect into a client in just 20 minutes by applying her SRI method (Save energy, Reduce fear and Increase pleasure). Drawing on real experiences, emotional communication strategies and neurosales techniques, she explains how to create an immediate connection, build trust and add value from the very first contact, ensuring you sell with purpose, simplicity and humanity while enjoying the process and positively impacting your clients' lives.

Jorge Antonio Barraza

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,
入会总年份：
4
内阁会员荣誉：
顶尖会员荣誉：

Jorge Antonio Barraza has more than 20 years of experience in the financial industry as a personal lines insurance advisor. Eager to gain new knowledge, Barraza continually seeks professional development through courses and updates. He currently serves as a moderator at the Instituto Mexicano Educativo de Seguros y Fianzas, as well as a mentor and agent developer at MetLife. He is also a prominent speaker at MDRT events.

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The human side of business: Practical advice on behavioral finance

Jorge Antonio Barraza
会议类型：
交流区
演讲语言：
西班牙语
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
14:00
June 7, 2026 2:00 PM
Barraza
语言：
西班牙语
No items found.

Behavioral finance biases can affect you and your clients, while habits like discipline and integrity are the keys to longevity. Barraza offers practical examples and simple strategies to improve your performance as a professional advisor as you seek to protect and strengthen your clients' finances. Learn how understanding your clients’ mindsets is crucial to safeguarding and strengthening your business.

Juan Bendaña

Miami
,
Florida
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USA
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Juan Bendaña 是一名备受推崇的演讲者、企业家兼教练，曾与顶尖企业首席执行官、奥运选手、格莱美奖得主艺人、演员及《财富》(Fortune) 杂志一百强企业领袖合作。他于十多年前成立名下首家领导力发展公司，为迪士尼、富达投资、瑞士莲、美国运通、全国保险公司、索尼影业和 Zillow 等企业量身打造培训课程。凭借对牛津大学、宾夕法尼亚州州立大学及多伦多大学等机构超 25 万名领导者的研究，他提出经过科学验证的框架，协助领导者激活信心思维，从而在变革中勇敢领导、蓬勃发展并点燃非凡成长。

Juan Bendaña is a highly sought-after speaker, entrepreneur and coach who has worked with top CEOs, Olympians, Grammy Award-winning artists, actors and Fortune 100 leaders. He started his first leadership development company more than a decade ago constructing personalized programming for companies such as Disney, Fidelity, Lindt, American Express, Nationwide, Sony Pictures and Zillow. Based on his research of more than 250,000 leaders at institutions such as the University of Oxford, the Pennsylvania State University and the University of Toronto, his science-backed framework helps leaders activate the confidence mindset to lead boldly, thrive through change and ignite extraordinary growth.

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让自信成为您的竞争优势：采纳高表现思维模式，让成绩更上一层楼

Make confidence your competitive advantage: High-performance mindset for next-level results

Juan Bendaña
会议类型：
首次与会者会议
演讲语言：
英语
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
16:00
June 7, 2026 4:00 PM
Bendaña
语言：
英语
日语
朝鲜语
普通话
西班牙语
泰语
No items found.

In a world where expectations are rising and motivation is dropping, most leaders struggle to stay engaged with their goals. Bendaña shares why unlocking the next level of performance requires more than just ambition; it demands confidence, which is the key to making better decisions, embracing challenges and showing up as your best.

在这个期望日增、动力反跌的世界里，大部分领袖都难以持续投入于自身目标。Bendaña 将分享为何要解锁更高境界的表现，光有野心并不足够——还需要有自信——而自信正是做出更佳决策、迎接挑战，以及展现最佳自我的关键。

Juan Bendaña; John F. Nichols, MSM, CLU

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,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Juan Bendaña  是一名备受推崇的演讲者、企业家兼教练，曾与顶尖企业首席执行官、奥运选手、格莱美奖得主艺人、演员及《财富》(Fortune) 杂志一百强企业领袖合作。他于十多年前成立名下首家领导力发展公司，为迪士尼、富达投资、瑞士莲、美国运通、全国保险公司、索尼影业和 Zillow 等企业量身打造培训课程。凭借对牛津大学、宾夕法尼亚州州立大学及多伦多大学等机构超 25 万名领导者的研究，他提出经过科学验证的框架，协助领导者激活信心思维，从而在变革中勇敢领导、蓬勃发展并点燃非凡成长。

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John F. Nichols，MSM、CLU 将出任 2026 年度百万圆桌会长。他曾在 2020 年担任百万圆桌会员分会的全球理事会成员，也是 2019 年章程和道德委员会的主席。2022 年，他成为了百万圆桌基金会会长兼“皇家勋章神剑骑士”，也是核心集团的成员。Nichols 是伤残保险福利企业 Nichols Consulting LLC 的创始人。  

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Juan Bendaña is a highly sought-after speaker, entrepreneur and coach who has worked with top CEOs, Olympians, Grammy Award-winning artists, actors and Fortune 100 leaders. He started his first leadership development company more than a decade ago constructing personalized programming for companies such as Disney, Fidelity, Lindt, American Express, Nationwide, Sony Pictures and Zillow. Based on his research of more than 250,000 leaders at institutions such as the University of Oxford, the Pennsylvania State University and the University of Toronto, his science-backed framework helps leaders activate the confidence mindset to lead boldly, thrive through change and ignite extraordinary growth.

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John F. Nichols, MSM, CLU, is the 2026 President of MDRT. He 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 disability insurance benefits practice.  

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“卓越首航”会议

Launch to Excellence

Juan Bendaña; John F. Nichols, MSM, CLU
会议类型：
首次与会者会议
演讲语言：
英语
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
16:00
June 7, 2026 4:00 PM
Bendaña; Nichols
语言：
英语
日语
朝鲜语
普通话
西班牙语
泰语
No items found.

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. MDRT President John F. Nichols, MSM, CLU, shares insights and advice to ensure you maximize your meeting experience. Joining him is Juan Bendaña , a motivational speaker with a message of leadership, overcoming obstacles and boosting confidence.

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万勿错过百万圆桌年会期间的这个宝贵机会，这次活动专为入会首五年的会员和初次参加百万圆桌会议的同僚而设！百万圆桌会长 John F. Nichols，MSM、CLU 将分享真知灼见与宝贵建议，确保您能充分享受会议体验。同场还有励志演讲者 Juan Bendana，他将分享有关领导力发展、克服障碍和提升自信的信息。

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Magali Bernal

Ciudad De Mexico
,
,
Mexico
入会总年份：
13
内阁会员荣誉：
6
顶尖会员荣誉：
0

Magali Bernal holds a master's degree in financial services from The American College of Financial Services. In 2007, she established Trasciende Hoy, a company focused on developing and executing wealth management strategies. Bernal helps her clients transcend more effectively and across generations through asset protection.

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Panel discussion: The advisor's endless cycle: The key to prospecting, connecting and multiplying

Magali Bernal
会议类型：
焦点会议
演讲语言：
西班牙语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
13:30
June 9, 2026 1:30 PM
Bernal
语言：
西班牙语
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Advisors know that success isn't built on a single action but on an ongoing cycle that begins with prospecting, is strengthened by connection and expands as clients become advocates for our work. Four leading advisors share their experiences and perspectives about how they have navigated this endless cycle.

Magali Bernal; Dayra Irene Chavez; Alexandra de Jesus Garcia Yanez; Yeritzell Gonzalez

Ciudad De Mexico
,
,
Mexico
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Magali Bernal holds a master's degree in financial services from The American College of Financial Services. In 2007, she established Trasciende Hoy, a company focused on developing and executing wealth management strategies. Bernal helps her clients transcend more effectively and across generations through asset protection.

Dayra Irene Chávez served as Country Chair for MDRT’s MCC Zone 11, Panama, from 2016 to 2018. She has a remarkable 17-year career as an insurance agent and is the founder and CEO of D.C. Asesores de Seguros S.A., a brokerage specializing in personal and general insurance as well as surety bonds. Chávez served as president of the National Association of Insurance Producers of Panama from 2021 to 2023 and is currently a member of the advisory board of the National Association of Insurance Professionals of Panama. She is also the host of her successful podcast @dayraasegura.

Alexandra de Jesus García Yanez is an insurance agent at Seguros Monterrey New York Life. With more than five years of experience in the financial services profession, she has earned recognition for her focus on financial education for young people, especially women, empowering them to build a strong future with a long-term perspective. García Yanez has gained significant recognition for her performance, including Legión Platino, Club Diamante and Club Atlantis. She has also been both a champion and a runner-up in her company's Northern Zone for three consecutive years in the life insurance category.

Yeritzell González is a successful insurance broker and a founding partner of GYP Seguros Panamá, with 15 years of experience in the insurance industry. The awards she has received for her outstanding professional performance include Top 1 New Agent in 2011, Top 1 Agent in 2014 and Top 5 Agent at ASSA.

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Panel discussion: The advisor's endless cycle: The key to prospecting, connecting and multiplying

Magali Bernal; Dayra Irene Chavez; Alexandra de Jesus Garcia Yanez; Yeritzell Gonzalez
会议类型：
焦点会议
演讲语言：
西班牙语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
13:30
June 9, 2026 1:30 PM
Bernal; Chavez; Garcia Yanez; Gonzalez
语言：
西班牙语
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Advisors know that success isn't built on a single action but on an ongoing cycle that begins with prospecting, is strengthened by connection and expands as clients become advocates for our work. Four leading advisors share their experiences and perspectives about how they have navigated this endless cycle.

David C. Blake

Harrison
,
New York
,
USA
入会总年份：
26
内阁会员荣誉：
19
顶尖会员荣誉：
17

David.C.Blake.是.InsMed Insurance Agency Inc.的创始人兼公司主席 - 这家独立保险公司专门为全美国的医疗保健组织设计并提供自愿福利计划。自公司于.30.多年前成立以来，Blake 已向专业医护人员售出超.20,000.份个人伤残保险保单。他将成就归功于团队成员以自身职责为傲，并展现出主人翁意识，同时对同事和客户热心关怀，乐于分享。他也是现任百万圆桌基金会会长。

David C. Blake is the founder and president of InsMed Insurance Agency Inc., an independent insurance company that specializes in creating voluntary benefit offerings for health care organizations across the United States. Since it was established more than 30 years ago, Blake has sold more than 20,000 individual disability insurance policies to health care professionals. He credits his success to having staff members who not only exude a sense of pride in and ownership of their responsibilities but also possess a caring and sharing attitude toward their peers and clients. He also currently serves as the MDRT Foundation President.

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百万圆桌基金会和 Room to Read

MDRT Foundation & Room to Read

David C. Blake
会议类型：
主场会议
演讲语言：
英语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
8:00
June 8, 2026 8:00 AM
Blake
语言：
英语
日语
朝鲜语
普通话
西班牙语
泰语
No items found.

Blake, the MDRT Foundation President, shares how the Foundation makes an impact around the world by supporting charities and issues that MDRT members care about. Learn how you can volunteer, donate and apply for a grant for an organization close to your heart.

百万圆桌基金会会长 Blake 将进行分享，介绍基金会如何通过支持百万圆桌会员所关心的慈善机构和议题，在世界各地发挥影响力。了解您如何成为志愿者和捐款助人，以及为您心怀的组织申请资助金。

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Kavita Bothra

Navi Mumbai
,
,
India
入会总年份：
5
内阁会员荣誉：
4
顶尖会员荣誉：
4

Kavita Bothra is the founder and partner of the financial firm Primassure LLP. With more than 20 years of experience in the profession, she focuses on life insurance, retirement planning and guiding women and families toward long-term financial security. As a strong advocate for women’s financial empowerment, Bothra has spoken at global forums, mentors advisors and is recognized for her empathetic, practical approach to wealth and legacy planning. She also holds a science degree and personal finance professional certification.

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Working with female clients: Building trust, influence and legacy

Kavita Bothra
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
15:00
June 9, 2026 3:00 PM
Bothra
语言：
英语
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Women today are shaping and controlling unprecedented levels of wealth, yet many advisors unintentionally sideline their voices. Bothra explains the behavioral nuances of working with female clients — how trust is built differently, why context matters more than numbers and how inclusive conversations transform relationships.

Delia Brimmer

Waltham
,
MA
,
United States
入会总年份：
5
内阁会员荣誉：
1
顶尖会员荣誉：
0

Delia Brimmer is a successful financial advisor with New York Life. Since beginning her career in 2013, Brimmer has grown her business into a multistate practice, in large part because of her focus on building relationships. She attended her first MDRT meeting in 2022 and is an active MDRT member volunteer.

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Panel discussion: The best MDRT book club that grew my practice

Delia Brimmer
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
13:30
June 9, 2026 1:30 PM
Brimmer
语言：
英语
日语
朝鲜语
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Four MDRT members share how their experiences in “The Best Book Club Ever” turned casual discussions into game-changing breakthroughs. What if the key to your next level of success wasn’t a new strategy — but a group conversation that becomes a catalyst for deeper thinking, stronger connections and exponential growth?

Delia Brimmer; Mark D. Olson, CFP, MSFS; Ted Rusinoff; Irene Stolte, ChFC

Waltham
,
MA
,
United States
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Delia Brimmer is a successful financial advisor with New York Life. Since beginning her career in 2013, Brimmer has grown her business into a multistate practice, in large part because of her focus on building relationships. She attended her first MDRT meeting in 2022 and is an active MDRT member volunteer.

Mark D. Olson, CFP, MSFS, specializes in providing customized comprehensive financial and retirement planning for corporate executives, business owners and other professionals. For more than 30 years, Olson has helped his clients find financial peace of mind by serving as their financial coach and advocate. He enjoys working with those who are preparing for retirement or just beginning that chapter of their lives.

Ted Rusinoff is managing partner at Wealth Design Partners. With more than 30 years in the profession, Rusinoff has discovered creative ways to better manage insurance and investment assets for a significant community of individuals and businesses nationwide. He’s mastered how to build the systems and structures necessary to effectively manage an office, meet clients’ needs and educate the public on financial matters. He has spoken at industry leading events including MDRT EDGE and on Main Platform at the MDRT Annual Meeting. He served as the 2019 MDRT Foundation President and is an Excalibur Knight of the MDRT Foundation.

Irene Stolte, ChFC, has been a financial advisor since 2001 and joined Horizon Wealth Strategies in 2014. She provides a foundation for her clients' financial futures and helps instill confidence within her clients as she navigates them through what can often be an overwhelming process of identifying and coordinating financial goals.

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Panel discussion: The best MDRT book club that grew my practice

Delia Brimmer; Mark D. Olson, CFP, MSFS; Ted Rusinoff; Irene Stolte, ChFC
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
13:30
June 9, 2026 1:30 PM
Brimmer; Olson; Rusinoff; Stolte
语言：
英语
日语
朝鲜语
No items found.

Four MDRT members share how their experiences in “The Best Book Club Ever” turned casual discussions into game-changing breakthroughs. What if the key to your next level of success wasn’t a new strategy — but a group conversation that becomes a catalyst for deeper thinking, stronger connections and exponential growth?

Carla Brown, FPFS, CFP

Cuddington
,
,
United Kingdom
入会总年份：
9
内阁会员荣誉：
9
顶尖会员荣誉：
9

Carla Brown，FPFS、CFP 现任 Oakmere Wealth Management 首席执行官及 Personal Finance Society 会长兼主席。Brown 在理财规划领域深耕 28 余年，打造了一家屡获殊荣的组织，致力于通过清晰的规划和坚定的信心帮助客户活出精彩人生。她倾力推动理财规划行业从产品导向转向以人为本，激励全球理财顾问拥抱理财规划的变革力量。

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Carla Brown, FPFS, CFP, isCEO of Oakmere Wealth Management and the current president and chair of thePersonal Finance Society. With more than 28 years of experience in financialplanning, Brown has built an award-winning practice focused on helping clientslive their best lives through clarity and confidence. She is passionate aboutshifting the profession from products to people, inspiring advisors worldwideto embrace the transformative power of financial planning.

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焦点会议“能量一小时”

Focus Session Power Hour

Carla Brown, FPFS, CFP
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 6 月 10 日，星期三
开始时间：
9:30
June 10, 2026 9:30 AM
Brown
语言：
英语
日语
普通话
泰语
No items found.

In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

在60 分钟的时间内，八名演讲者将轮流分享精明实用理念，让您立即付诸实践。千万别错过这场充满奥妙策略、生动案例与行动收获的会议——会议必将为所有与会者带来裨益！

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Carla Brown, FPFS, CFP; Derek Wong Tuck Kong; Fiona Foo Yuet Ling, ChFC/S; Nathan Graff, BFA, CFP; Ross G. Hultgren, CFP, DFP; R.J. Kelly, AEP, MSFS; Danny O'Connell, MBA; Helen Jayne West, APFS

Cuddington
,
,
United Kingdom
入会总年份：
9
内阁会员荣誉：
9
顶尖会员荣誉：
9

Carla Brown，FPFS、CFP 现任 Oakmere Wealth Management 首席执行官及 Personal Finance Society 会长兼主席。Brown 在理财规划领域深耕 28 余年，打造了一家屡获殊荣的组织，致力于通过清晰的规划和坚定的信心帮助客户活出精彩人生。她倾力推动理财规划行业从产品导向转向以人为本，激励全球理财顾问拥抱理财规划的变革力量。

17 年前，Derek Wong Tuck Kong 加入 Prudential Assurance Malaysia Berhad，正式展开金融服务生涯。他拥有计算机学士学位，如今负责管理一支 10 人团队，并在 2023 年创造最高保险成交个案数量的记录。

Fiona Foo Yuet Ling，ChFC/S 是一位拥有超过 10 年理财规划经验的高级执行经理。自 2014 年加入新加坡大东方理财顾问公司以来，她始终秉持对事业的热忱和信念，致力于与客户建立终身关系，陪伴他们走过人生的不同阶段。她拥有商业学士学位，专长于财富保障和整体理财规划，并且是百万圆桌会员交流委员会的活跃成员。她也曾在公司及行业活动中发表演讲。

Nathan Graff，CFP、BFA 自 2008 年以来一直致力于帮助客户解决理财难题。他力求了解客户的目标，从而提供定制化且富有创意的解决方案，确保客户及其家人的愿景得以实现。Graff 曾就读于南俄勒冈大学、牛津大学和俄勒冈州立大学，并获得哲学理学学士学位。他持有 LPL Financial 的 7 系列和 66 系列证券从业资格，以及俄勒冈州健康和人寿保险执照。

Ross G. Hultgren，CFP、DFP 是 Community Chapman Welsh 的资深理财顾问。他在金融服务行业拥有 38 年的丰富经验，目前主要服务于即将退休人士及新近退休人士，并曾凭借社区及客户服务荣获终身成就奖。

R.J.Kelly，AEP、MSFS 是 Wealth Legacy Group Inc. 的创始人兼首席愿景官，该公司专注于满足成功企业家、专业人士及其家庭的多元化需求。他的优势和才能在于能够迅速把握复杂微妙的情况，以通俗易懂的方式阐释复杂概念，并通过整体性和跨学科方法为客户找到综合解决方案——而这些方法往往被其他顾问所忽略、轻视或根本不了解。

Danny O’Connell，MBA 是 Next Level Insurance Agency 的首席执行官，专注于公司提供的员工福利。他曾创建两家保险机构，并于 2016 年创办了自己的保险代理公司，荣获多项行业奖项。O’Connell 拥有十余年为顶尖会员担任志愿者的经验，曾于 2024 年担任顶尖会员全球理事会成员和顾问委员会主席，并于 2023 年担任顶尖会员年会的分副会长。

Helen Jayne West，APFS 在金融服务行业从业 36 年，其中 23 年担任自己公司的首席董事。West 致力于终身学习，获得了多项额外资格认证，并参与战略教练项目近 20 年。她认为，每天抽出时间专注于目标并有意识地去实现它们，同时记录每一点进步，以此不断提升，创造更美好的未来生活。

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Carla Brown, FPFS, CFP, isCEO of Oakmere Wealth Management and the current president and chair of thePersonal Finance Society. With more than 28 years of experience in financialplanning, Brown has built an award-winning practice focused on helping clientslive their best lives through clarity and confidence. She is passionate aboutshifting the profession from products to people, inspiring advisors worldwideto embrace the transformative power of financial planning.

Derek Wong Tuck Kong began his career in financial services 17 years ago at Prudential Assurance Malaysia Berhad. He graduated with a bachelor’s degree in computing, manages a team of 10 and holds the record for the highest number of insurance cases closed in 2023.

Fiona Foo Yuet Ling, ChFC/S, is an executive senior manager with more than 10 years of experience in financial planning. Since joining Great Eastern Financial Advisers Singapore in 2014, she has been driven by her passion and conviction to build lifelong relationships with clients and journey with them through different phases of their lives. She holds a bachelor’s degree in business, specializes in wealth protection and holistic financial planning, and is an active member of MDRT’s Membership Communications Division. She has also spoken at company and industry events.

Nathan Graff, CFP, BFA, has been helping clients manage their financial puzzles since 2008. He aims to understand his clients’ goals, so he can provide customized and creative solutions to ensure their visions for themselves and their families become a reality. Graff attended Southern Oregon University, the University of Oxford and Oregon State University, where he earned a Bachelor of Science degree in philosophy. He holds Series 7 and 66 Securities Registrations with LPL Financial and an Oregon health and life insurance license.

Ross G. Hultgren, CFP, DFP, is a senior financial advisor at Community Chapman Welsh. He has 38 years of experience in the financial services profession, currently works with pre-retirees and the recently retired, and has received the Lifetime Achievement Award for his services to the community and his clients.

R.J. Kelly, AEP, MSFS, is the founder and chief visionary officer of Wealth Legacy Group Inc., a firm that specializes in meeting the diverse needs of successful entrepreneurs, professionals and their families. His strengths and talents lie in his ability to quickly grasp complicated and delicate situations, communicate complex ideas in easy-to-understand ways, and find integrated solutions for clients through holistic and multidisciplinary methods that other advisors often overlook, dismiss or simply are not aware of.

Danny O’Connell, MBA, is CEO of Next Level Insurance Agency, where he focuses on company-sponsored employee benefits. He has built two insurance practices, started his own agency in 2016 and has received numerous industry awards. With more than a decade of experience volunteering for Top of the Table, O’Connell has served as Top of the Table Global Council Member and Advisory Board Chair in 2024 and Divisional Vice President of the Top of the Table Annual Meeting in 2023.

Helen Jayne West, APFS, has been in the financial services profession for 36 years, owning and running her own company as the principal director for 23 years. Committed to lifelong learning, West has earned many additional qualifications and has participated in the Strategic Coach program for nearly 20 years. She believes that by taking time each day to focus on your goals and being intentional about them, along with making a note of any improvements, you are programming your brain for a better life in the future.

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焦点会议“能量一小时”

Focus Session Power Hour

Carla Brown, FPFS, CFP; Derek Wong Tuck Kong; Fiona Foo Yuet Ling, ChFC/S; Nathan Graff, BFA, CFP; Ross G. Hultgren, CFP, DFP; R.J. Kelly, AEP, MSFS; Danny O'Connell, MBA; Helen Jayne West, APFS
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 6 月 10 日，星期三
开始时间：
9:30
June 10, 2026 9:30 AM
Brown
语言：
英语
日语
普通话
泰语
No items found.

In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

在60 分钟的时间内，八名演讲者将轮流分享精明实用理念，让您立即付诸实践。千万别错过这场充满奥妙策略、生动案例与行动收获的会议——会议必将为所有与会者带来裨益！

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Andrew Busch

Charlotte
,
North Carolina
,
USA
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Andrew Busch 曾任美国政府首任市场情报长官暨经济趋势预测家。就任于美国商品期货交易委员会期间，他负责汇整全球经济与市场新闻、信息及数据，将其提炼为易于理解的研究报告，并向政府与公众传达。身为顾问与主题演讲者的他，客户遍及化工、金融服务、能源、地产、制造业、建筑与农业等多重领域，更着有《世界大事交易》(World Event Trading) 一书。

Andrew Busch is the former first chief market intelligence officer for the U.S. government and an economic futurist. For the Commodity Futures Trading Commission, he was charged with gathering all the news, information and data on the economy and markets and filtering it into condensed, easily understood research, then communicating it to the government and public. He is a consultant and keynote speaker with a wide range of clients in a variety of fields, including chemicals, financial services, energy, real estate, manufacturing, construction and agriculture, and is author of the book “World Event Trading.”

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《未来经济：深刻变革期的成长机遇》

Future economy: Growth opportunities in a period of profound change

Andrew Busch
会议类型：
主场会议
演讲语言：
英语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
8:00
June 8, 2026 8:00 AM
Busch
语言：
英语
日语
朝鲜语
普通话
西班牙语
泰语
No items found.

Between AI adoption, interest rate volatility and numerous international conflicts, the world is going to see more economic change in the next five years than we have seen in the last 100 years. Busch explains the context needed to understand what is creating momentum for change in the economy and your business, and how to align yourself for success no matter what market-impacting events may occur.

在人工智能普及、利率波动与多重国际冲突交织之下，世界将在未来五年经历比过去百年更剧烈的经济变化。Busch 将阐述理解经济与企业变革动能所需的背景，以及如何在任何市场冲击事件中调整自身以获得成功。

John Ross Cachia

Keilor East
,
,
Australia
入会总年份：
3
内阁会员荣誉：
3
顶尖会员荣誉：
3

John Ross Cachia is founder and strategic wealth advisor atThriving Wealth. He began his career in financial services at 14, founded hisfirm at 20 and has since built a thriving 20-person practice. With specialtiesin succession planning, intergenerational wealth, behavioral coaching andscalable business growth, Cachia has received more than 50 industry honors,including the 2024 FAAA Adviser of the Year, and is recognized amongAustralia’s top advisors.

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Focus Session Power Hour

John Ross Cachia
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 6 月 10 日，星期三
开始时间：
11:00
June 10, 2026 11:00 AM
Cachia
语言：
英语
朝鲜语
西班牙语
No items found.

In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

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