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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。 

Oscar Jesus Aguilar Rivas

Apodaca
,
,
Mexico
入会总年份：
5
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：
Aguilar Rivas
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语言：
西班牙语
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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：
23
内阁会员荣誉：
10
顶尖会员荣誉：
5

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：
Allard Serna
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语言：
西班牙语
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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

Toluca, Mexico
,
,
Mexico
入会总年份：
3
内阁会员荣誉：
1
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：
Almontes
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语言：
西班牙语
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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.

San Miguel de Tucuman
,
,
Argentina
入会总年份：
7
内阁会员荣誉：
5
顶尖会员荣誉：
3

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：
Araoz Martinez
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语言：
西班牙语
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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
,
,
Mexico
入会总年份：
5
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：
Arroyo Melchor
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语言：
西班牙语
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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
,
Florida
,
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：
开始时间：
Atencio
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语言：
英语
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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
,
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：
Attar
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Persona Íntegra
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语言：
英语
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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

Marabella
,
,
Trinidad and Tobago
入会总年份：
17
内阁会员荣誉：
1
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：
Baksh
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语言：
英语
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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

Cordoba
,
,
Argentina
入会总年份：
2
内阁会员荣誉：
2
顶尖会员荣誉：
1

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：
Barbona
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语言：
西班牙语
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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

San Pedro Garza Garcia
,
,
Mexico
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：
Barraza
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语言：
西班牙语
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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
,
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：
演讲语言：
英语
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
Bendaña
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英语
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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

,
,
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。

‍

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。  

‍

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.

‍

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
Sunday, June 7, 2026
Bendaña; Nichols
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语言：
英语
日语
朝鲜语
普通话
西班牙语
泰语
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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：
12
内阁会员荣誉：
5
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：
Bernal
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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：
Blake
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语言：
英语
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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.

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：
Bothra
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Asesoría a Clientes
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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：
Brimmer
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Gestión de Negocios
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语言：
英语
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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?

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

To come

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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：
Brown
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Asesoría a Clientes
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语言：
英语
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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.

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：
开始时间：
Busch
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语言：
英语
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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：
2
内阁会员荣誉：
2
顶尖会员荣誉：
2

To come

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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：
Cachia
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Gestión de Negocios
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语言：
英语
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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.

Dayra Irene Chavez

Cuidad de Panama
,
,
Panama
入会总年份：
14
内阁会员荣誉：
2
顶尖会员荣誉：
0

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.

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

Dayra Irene Chavez
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：
Chavez
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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.

Aprilyn Chavez Geissler, LACP, CCP

Albuquerque
,
NM
,
United States
入会总年份：
8
内阁会员荣誉：
4
顶尖会员荣誉：
2

Aprilyn Chavez Geissler, LACP, CCP, began working in the financial services profession while in college. She has served as a NAIFA national trustee and is currently the national treasurer at WIFS, where she specializes in wealth management, employee benefits, fixed insurance and multiline insurance. She is the first executive vice president for Gateway Insurance and Financial Services and runs her own practice, which focuses on empowering women. She was the recipient of the 2019 NAIFA National Diversity Champion Award and was recognized by Investment News in 2020 as one of the top women to watch in the country.

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Empowering women

Aprilyn Chavez Geissler, LACP, CCP
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：
Chavez Geissler
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Marketing
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语言：
英语
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Women face distinct challenges, and recognizing these challenges allows financial professionals to better connect, build trust and provide relevant, empowering services to meet women’s priorities, values and long-term goals. Chavez Geissler explores how to impactfully share your knowledge in ways women will understand and can relate to.

Yung-Han Cheng, AFP

Taipei
,
,
Taiwan Area
入会总年份：
9
内阁会员荣誉：
2
顶尖会员荣誉：

Cheng Yung-Han，目前任职于南山人寿，已有13年的年资，擅长财税领域与家族传承规划，毕业于台湾大学并在毕业后任职于勤业众信会计师事务所。

Yung-Han Cheng, AFP, serves at Nan Shan Life Insurance and has 13 years of industry experience, specializing in tax planning and family legacy strategies. He graduated from National Taiwan University and began his career at Deloitte before transitioning to the insurance sector.

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小善举 大循环

Small acts, big impact

Yung-Han Cheng, AFP
会议类型：
交流区
演讲语言：
普通话
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
Cheng
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语言：
普通话
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Drawing on extensive charitable service experience, Cheng explores how to guide clients in sustaining philanthropic contributions through strategic insurance planning and how to master techniques for blending insurance with social good while implementing a Whole Person client service approach.

结合公益服务经验，带领客户通过保险规划持续投入公益。与会者将掌握保险与公益结合的方法、实现全人理念的客户服务模式。

Eunjoo Chin

SEOUL
,
,
Republic of Korea
入会总年份：
4
内阁会员荣誉：
顶尖会员荣誉：

Eunjoo Chin is a star wealth manager and financial professional at KB Life Partners with six years of experience. Chin specializes in death benefits, retirement planning and life planning. She has received the KB Life Partners Annual Award every year and achieved Rookie Champion status. Previously, Chin worked in overseas business marketing.

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Sales process completed with one page

Eunjoo Chin
会议类型：
交流区
演讲语言：
朝鲜语
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
Chin
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语言：
朝鲜语
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Faithfully following the sales process allows you to become a client's exclusive partner without competition. Chin explains how to use a one-page life planning tool to manage everything from consultation to referrals while stimulating the client’s needs by focusing on their life rather than products.

Tim Daniel Clairmont, MSFS, LACP

,
,
United States
入会总年份：
16
内阁会员荣誉：
16
顶尖会员荣誉：
15

Tim Daniel Clairmont, MSFS, LACP, is an entrepreneur in financial services and the founder of Clear Financial Partners, specializing in retirement income planning. He created the ClearFP Clock and ClearFP Income Plan, shared globally through the ClearFP Advisor Program. Clairmont is an author, international public speaker and serves as Secretary of the MDRT Foundation. He was the 2024-2025 Chair of the MDRT Academy Global Task Force and currently is a member of the Academy’s North American Task Force.

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Panel discussion: A guide for communicating MDRT value to clients and peers

Tim Daniel Clairmont, MSFS, LACP
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：
Clairmont
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语言：
英语
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Learn how to confidently communicate the value of your MDRT membership to clients and your network. Discover how mastering this conversation can strengthen your reputation, deepen relationships and unlock new business opportunities — making MDRT not just a credential, but a compelling story.

Curtis V. Cloke, LUTCF, RICP

Burlington
,
IA
,
United States
入会总年份：
27
内阁会员荣誉：
21
顶尖会员荣誉：
19

To come

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Focus Session Power Hour

Curtis V. Cloke, LUTCF, RICP
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：
Cloke
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Asesoría a Clientes
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语言：
英语
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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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