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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。 

Robert E. Nixon, B Com, DipAll

,
,
入会总年份：
51
内阁会员荣誉：
4
顶尖会员荣誉：
4

Robert E. Nixon, B Com, Dip AII, has been assisting people in their wealth creation, retirement planning and personal risk protection since 1973. In more recent times, he has added to this a new focus on the financial needs of the elderly, especially for those who need to enter an aged care facility, and has completed appropriate professional training for this additional service.

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Succession planning with a twist

Robert E. Nixon, B Com, DipAll
会议类型：
交流区
演讲语言：
英语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
11:30
Tuesday, June 9, 2026
Nixon
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语言：
英语
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Nixon plans to sell about 25% of his business to key staff and advisors with funding from a friendly source, while retaining 15% and selling around 50% to a compatible financial services firm. Learn how he will execute this strategy — with help from an ESOP plan he set up two years ago — that turns his staff into an asset, not a risk, to the stability of the transition.

Alyssa O'Brien

,
,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Alyssa O’Brien is a communications expert with 15 years of experience helping organizations craft compelling narratives and engage their audiences effectively. As client service manager at G&S Business Communications, a firm that partners with financial services clients like MDRT to unify and elevate their messaging, strengthen their brand and achieve their goals through holistic communications, O’Brien has a proven track record of developing and executing integrated communications strategies. She brings deep industry knowledge with an innovative approach to public relations and marketing.

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

Alyssa O'Brien
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：
11:00
Sunday, June 7, 2026
O'Brien
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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.

Danny O'Connell, MBA

Addison
,
TX
,
United States
入会总年份：
19
内阁会员荣誉：
17
顶尖会员荣誉：
16

Danny O’Connell，MBA 是 Next LevelInsurance 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。

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

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焦点会议“能量一小时”

Focus Session Power Hour

Danny O'Connell, MBA
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
Wednesday, June 10, 2026
O'Connell
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Gestión de Negocios
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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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Hyun Suk Oh

Goyang-si
,
Gyeonggi
,
Republic of Korea
入会总年份：
21
内阁会员荣誉：
5
顶尖会员荣誉：
0

Hyun Suk Oh is an expert with 21 years of experience in the financial services profession and currently serves as a representative FSR at MetLife. Oh's main area of specialty is financial planning for individual and corporate clients. She earned a Master of Business Administration from Sungkyunkwan University Graduate School.

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The 6 elements of a balanced life

Hyun Suk Oh
会议类型：
焦点会议
演讲语言：
朝鲜语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
15:00
Monday, June 8, 2026
Oh
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Persona Íntegra
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语言：
朝鲜语
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How can you lead a balanced life as an advisor? Oh identifies strategies in six key areas: physical, mental, relationships with family and colleagues, intellectual growth, professional achievement and financial stability.

Namiki Ohishi

,
,
入会总年份：
15
内阁会员荣誉：
3
顶尖会员荣誉：

Nami Oishi joined Gibraltar Life Insurance Co., Ltd. in April 2009, following her mother's retirement after 30 years with the company. She was a care-manager in the nursing care field. Her father also worked for Japan Post Insurance. She focuses on the school market and mentors junior colleagues. She volunteers at experiential classes held at venues for the Para Football Festivals and soccer events for people with disabilities to deepen understanding of people with physical challenges.

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Beyond MDRT: Refocus on the principles

Namiki Ohishi
会议类型：
交流区
演讲语言：
日语
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
15:00
Sunday, June 7, 2026
Ohishi
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语言：
日语
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The fraud committed by members of Ohishi’s group companies led her to revisit the founding principles. Through her experience of caring for three of her family members, she deepened her commitment to the business. Insurance is not just a product; it allows us to support the lives of our valued customers. She believes pursuing MDRT helps us focus on long-term, trusted relationships over short-term results.

Ayumu Okabe

Tokyo
,
Tokyo
,
Japan
入会总年份：
13
内阁会员荣誉：
3
顶尖会员荣誉：
0

Ayumu Okabe is an executive life plan consultant at Gibraltar Life Insurance Company. He has 15 years of experience in the business and specializes in inheritance/estate planning and business continuity consulting. Before joining the business, he held a sales position at an advertising agency. Okabe won 13 company awards and graduated from Rikkyo University, Department of Economics and Faculty of Economics.

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Let's hold a family meeting to discuss nursing care and inheritance planning

Ayumu Okabe
会议类型：
焦点会议
演讲语言：
日语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
13:30
Tuesday, June 9, 2026
Okabe
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Asesoría a Clientes
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语言：
日语
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When challenges occur for clients’ families, multigenerational meetings often can be effective ways to create and clarify a plan. Okabe explains how to help clients visualize specific scenarios when nursing care and inheritance issues arise within clients’ families.

Mitsuhiro Okazaki

,
,
入会总年份：
9
内阁会员荣誉：
5
顶尖会员荣誉：

Mitsuhiro Okazaki joined Sony Life Insurance Company in 2015. He focused on individual business as a life planner for five years while also being involved in the succession of his father’s business. The experience of learning from his father’s succession planning helped him expand into the business insurance market, serving as a sounding board to thoroughly understand the owner's vision and supporting business continuity. He was previously a systems engineer and a project manager.

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Ignite a spark in the business owner’s heart

Mitsuhiro Okazaki
会议类型：
交流区
演讲语言：
日语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
12:00
Monday, June 8, 2026
Okazaki
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语言：
日语
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Okazaki shares his experience of protecting the family business as an external professional, a business partner and as a practitioner of business succession. He explains that by listening intently to the business owner's vision, the successor's vision and the family's vision, you can draw a road map and ignite a spark in the business owner’s soul.

Mark D. Olson, CFP, MSFS

Austin
,
TX
,
United States
入会总年份：
27
内阁会员荣誉：
15
顶尖会员荣誉：
6

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.

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

Mark D. Olson, CFP, MSFS
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
Tuesday, June 9, 2026
Olson
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Gestión de Negocios
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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?

Sydney Janett Ornelas, AAMS

,
,
入会总年份：
5
内阁会员荣誉：
顶尖会员荣誉：

Sydney Janett Ornelas, AAMS, is a financial and wealth advisor at Seguros Monterrey New York Life. With four years in the financial industry, she has won several awards and been named a member of her company's Legion Centurion Club.

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Your personal brand + your agenda = The formula for effectiveness

Sydney Janett Ornelas, AAMS
会议类型：
交流区
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：
13:00
Monday, June 8, 2026
Ornelas
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语言：
西班牙语
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A productive agenda and an authentic personal brand can be your greatest allies in increasing your effectiveness. Ornelas shares the three pillars that have enabled her to sell 100 life insurance policies a year, qualify for MDRT each year and enjoy life without sacrificing results. Learn practical tools to manage your time, strengthen your presence, and connect with your purpose and your clients.

Mathew Page

,
,
New Zealand
入会总年份：
13
内阁会员荣誉：
8
顶尖会员荣誉：
1

Mathew Page is the founder of Sprout Financial Services and has worked in the profession for 19 years, specializing in helping professionals and business owners with life, health and income protection planning. He is also passionate about mentoring other advisors and building strong client relationships through clear, practical advice. With a background in business ownership, Page is known for bringing structure, energy and a bit of humor to everything he does.

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The 1% advantage: What Formula 1 taught me about financial advising

Mathew Page
会议类型：
交流区
演讲语言：
英语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
12:00
Tuesday, June 9, 2026
Page
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This is some text inside of a div block.
语言：
英语
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A longtime fan of F1, Page has realized that the way teams chase tiny improvements — the 1%ers — is exactly how advisors perform better as well. He shares how he uses that approach in his business, with his team and in how he plans and stays accountable each week to keep improving.

Papassorn Paisan

,
,
入会总年份：
8
内阁会员荣誉：
3
顶尖会员荣誉：

Papassorn Paisan is a life insurance advisor with Bangkok Life Assurance Public Co. Ltd. She has more than six years of experience in life insurance and financial advisory services. Her expertise focuses on health planning and designing coverage solutions that support clients’ long-term needs. Her professional achievements include recognition for riders performance, earning the highest riders premium award in 2022 and ranking second in riders premium in 2024. She holds a bachelor’s degree and is committed to continuously enhancing professional knowledge and service standards.

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Million-dollar sales through advertising

Papassorn Paisan
会议类型：
交流区
演讲语言：
泰语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
12:30
Monday, June 8, 2026
Paisan
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This is some text inside of a div block.
语言：
泰语
No items found.

Paisan explores how, with no existing market during the COVID-19 crisis, she achieved million-dollar sales using a single product and paid advertising. The focus is on clarity over pressure, building understanding instead of hard selling and designing respectful, high-impact messaging. Learn how to structure measurable ad systems and convert every campaign into trust that leads to real sales.

Craig Palfrey, CFP

,
,
入会总年份：
17
内阁会员荣誉：
15
顶尖会员荣誉：
14

Craig Palfrey, CFP, is founder of Penguin Wealth, a firm based on practical strategies and clear communication — from team leadership and branding to generational wealth transfer and AI adoption — which has laid the foundation for their culture, growth and client loyalty. Palfrey has strong expertise on topics such as behavioral finance and trust planning and has built a reputation for blending professional expertise with humor and storytelling that makes complex topics accessible.

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30 ideas in 20 minutes: Sharper communication, stronger practice

Craig Palfrey, CFP
会议类型：
交流区
演讲语言：
英语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
13:00
Monday, June 8, 2026
Palfrey
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This is some text inside of a div block.
语言：
英语
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Do you want to sharpen how you run your business, lead your team and serve your clients? Palfrey provides practical ways to do just that while improving how you manage time, attract clients and build your brand.

Aileen Mari Albarado Palmes

,
,
入会总年份：
8
内阁会员荣誉：
1
顶尖会员荣誉：

Aileen Mari Palmes is a financial advisor at Insular Life, with 12 years of experience in the life insurance profession. Having a background in the hospitality industry, she is known for combining service and authenticity to build lasting client relationships. Her expertise lies in service-led growth strategies, client retention and insurance portfolio cleanups. Through this unique approach, she has doubled her business and continues to mentor fellow advisors in building authentic, scalable practices.

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Juggling it all: Career, clients and life — real talk from women advisors

Aileen Mari Albarado Palmes
会议类型：
交流区
演讲语言：
英语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
11:30
Monday, June 8, 2026
Palmes
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This is some text inside of a div block.
语言：
英语
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Four female MDRT members unite for an honest conversation about managing successful practices while navigating life beyond the office. They share practical strategies for staying motivated, setting boundaries and prioritizing what matters most while balancing multiple roles.

Aileen Mari Albarado Palmes, Katarzyna Pilczuk, Jarmila Somolányiová, MA, Cynthia Siew Leng Wee

,
,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Aileen Mari Palmes is a financial advisor at Insular Life, with 12 years of experience in the life insurance profession. Having a background in the hospitality industry, she is known for combining service and authenticity to build lasting client relationships. Her expertise lies in service-led growth strategies, client retention and insurance portfolio cleanups. Through this unique approach, she has doubled her business and continues to mentor fellow advisors in building authentic, scalable practices.

Katarzyna Pilczuk is a financial advisor, team leader and trainer with more than 15 years of experience in the financial services profession. She specializes in working with premium clients, increasing sales effectiveness and developing strong advisory teams while also mentoring advisors and building leaders. As founder and former president of the Polish Association of Recommended Insurance Advisors, Pilczuk helped increase MDRT membership in Poland more than tenfold in five years.

Jarmila Somolányiová has 18 years of experience in the financial services profession, specializing in financial analysis and planning, cash flow management, insurance, investments, mortgages, and the strategic and creative planning of personal portfolios. Somolányiová was ranked No. 1 VIP consultant at Partners Group for 2023, in the top 10 in personal production for 2024 and has been the first Slovak speaker at various industry events. She is also currently enrolled in MBA studies for digital marketing, with a focus on building a personal brand.

Cynthia Siew Leng Wee has more than 24 years of experience across global financial markets, specializing in international succession planning, cross-border wealth structuring and sophisticated insurance solutions for ultra-high-net-worth families. A regular keynote speaker at international wealth management conferences and exclusive family office forums across Asia, Wee’s dual expertise spans family office advisory services and insurance practice operations in a competitive wealth management landscape.

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Juggling it all: Career, clients and life — real talk from women advisors

Aileen Mari Albarado Palmes, Katarzyna Pilczuk, Jarmila Somolányiová, MA, Cynthia Siew Leng Wee
会议类型：
交流区
演讲语言：
英语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
11:30
Monday, June 8, 2026
Palmes, Pilczuk, Somolányiová, Wee
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This is some text inside of a div block.
语言：
英语
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Four female MDRT members unite for an honest conversation about managing successful practices while navigating life beyond the office. They share practical strategies for staying motivated, setting boundaries and prioritizing what matters most while balancing multiple roles.

Dr. Helen Papagiannis

Toronto
,
Ontario
,
Canada
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Dr. Helen Papagiannis 是沉浸式科技领域的全球公认思想领袖，其擅长领域是 AI、空间运算、前沿科技及其影响。她的工作将先进技术联系至各行各业所需，为 AI、扩展现实 (XR) 与脑机接口的未来发展提供真知灼见。她是畅销书《扩增人类：科技如何塑造新现实》(Augmented Human: How Technology is Shaping the New Reality) 的作者，同时也是顾问公司 XR GOES POP 的创始人；该企业聚焦实验性零售、奢侈品、生活和流行文化领域。

Dr. Helen Papagiannis is a globally recognized thought leader in immersive technologies, specializing in AI, spatial computing, frontier technologies and their transformative impact. Her work connects advanced technologies with the needs of diverse industries, providing compelling insights into the future of AI, extended reality (XR) and brain-computer interfaces. She is the bestselling author of “Augmented Human: How Technology is Shaping the New Reality” and founder of XR GOES POP, a consulting firm focused on experiential retail, luxury lifestyle and pop culture.

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现实的未来

The future of reality

Dr. Helen Papagiannis
会议类型：
主场会议
演讲语言：
英语
会议日期：
开始时间：
Papagiannis
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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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A new layer of reality is forming, where AI and immersive technologies allow people to see, hear and step inside possible futures before they happen. Papagiannis explores what comes after that — as intelligence becomes more personal and more embedded in everyday life — and offers a front-row view of how this will change the way we understand what lies ahead.

崭新的现实层次正在成形，在这个层次中，人工智能与沉浸式科技让人们能够在未来发生前预见、聆听并步入其中。Papagiannis 将深入探讨此趋势的后续发展——随着智能变得更个性化、更深植于日常生活——并为我们提供前排视角，观察这将如何改变人类理解未来的方式。

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Jae Sung Park

Seoul
,
,
Republic of Korea
入会总年份：
15
内阁会员荣誉：
3
顶尖会员荣誉：
1

Jae Sung Park is the director of the headquarters at Incar Financial Service. Park is an expert in protected asset planning, retirement planning and financial consulting, holding qualifications as a Chartered Financial Consultant (ChFC), Fund Investment Advisor and Securities Investment Advisor. Park has 16 years of experience in the financial services profession, won the Platinum Annual Award as a director consultant at PCA Life and worked as a professional consultant at Mirae Asset Life.

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Life insurance consulting through reverse thinking

Jae Sung Park
会议类型：
焦点会议
演讲语言：
朝鲜语
会议日期：
2026 年 6 月 10 日，星期三
开始时间：
9:30
Wednesday, June 10, 2026
Park
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Asesoría a Clientes
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语言：
朝鲜语
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Park approaches client prejudice and discomfort regarding insurance with reverse thinking. Learn the structure and concepts of a "no-loss" insurance consulting model while ensuring that you recognize the need for life insurance by understanding its essential value and various applications.

Phasit Pasukulpun

,
,
入会总年份：
9
内阁会员荣誉：
5
顶尖会员荣誉：
1

Phasit Pasukulpun is a comprehensive financial planning specialist with more than eight years of experience. He currently serves as a life insurance advisor with AIA Thailand and an investment advisor with Finnomena. His expertise includes designing life insurance solutions and mutual fund investment strategies. Previously, he worked as an investment advisor at Robowealth, providing advisory services across diversified portfolios. He holds a bachelor’s degree in banking and finance from the Faculty of Commerce and Accountancy, Chulalongkorn University, and is committed to continuously advancing professional standards in financial advisory services.

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The 5-page financial plan

Phasit Pasukulpun
会议类型：
交流区
演讲语言：
泰语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
12:30
Monday, June 8, 2026
Pasukulpun
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语言：
泰语
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As a comprehensive financial planning specialist, Pasukulpun demonstrates how advisors can integrate insurance solutions with mutual fund investments to deliver clear, client-centered advice. Discover how to structure holistic recommendations, align protection and investment strategies, and apply disciplined advisory practices to support informed decision-making and long-term financial outcomes for diverse client needs.

Surawut Pattanabandit

Bangkok
,
,
Thailand
入会总年份：
9
内阁会员荣誉：
7
顶尖会员荣誉：
5

Surawut Pattanabandit 目前任职 AIA Thailand 的区域主管，在金融服务行业拥有超 29 年的丰富经验。他擅长高净值客户规划与咨询领域。他曾连续超过 10 年荣获泰国“全年最佳代理人”奖项，无论是经验、知识、信誉和对事业卓越的不懈承诺皆可见一斑。

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Surawut Pattanabandit currently serves as a district director at AIA Thailand, with more than 29 years of experience in the financial services profession. He specializes in planning and advising high-net-worth clients. He has received the Thailand Agent of the Year award for more than 10 consecutive years, reflecting his experience, expertise, credibility and strong commitment to professional excellence.

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亿万富翁的锁匠：秘钥藏心中

Billionaire’s locksmith: The secret key lies in the heart

Surawut Pattanabandit
会议类型：
主场会议
演讲语言：
泰语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
8:00
Tuesday, June 9, 2026
Pattanabandit
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Gestión de Negocios
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语言：
泰语
英语
日语
朝鲜语
普通话
西班牙语
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Building sustainable success requires more than sales alone. Pattanabandit presents the concept of the “Palace of Success” through three key principles: discipline that drives steady growth; understanding the heart of clients, especially high-net-worth individuals, to expand business opportunities; and trust, which is more valuable than short-term results. Discover how to shift from being a salesperson to becoming an advisor who truly earns clients’ trust.

要开创可持续成功，需要的不仅有销售额。Pattanabandit 将通过三大原则介绍“成功宫殿”的概念：推动稳健成长的纪律、了解客户心理（尤其是高净值人生）从而拓展商机，以及信任比短期成绩更具有价值。探索如何从销售员转变为顾问，从而真正赢得客户的信任。

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Robert Paylor

Sacramento
,
California
,
USA
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Robert Paylor 在角逐大学橄榄球全国冠军赛、迎来运动生涯巅峰之际，骤然遭遇严重脊髓损伤，导致颈部以下失去知觉与活动能力。凭借坚定信念与多年不懈努力，他最终站起来接受加州大学伯克利分校哈斯商学院的文凭，如今更能步行 500 码。他的演讲激励了无数组织与个人发掘并克服内在束缚，通过在工作中培养使命感、充分评估团队韧性，并在面对最艰巨挑战时保持积极向上与感恩心态，从而突破困境。

Robert Paylor was experiencing the pinnacle of athletic achievement, competing for the Collegiate Rugby National Championship, when he suffered a severe spinal cord injury, leaving him unable to move or feel anything below his neck. Through an unbreakable vision and years of relentless determination, Paylor stood to receive his diploma from UC Berkeley’s Haas School of Business and can now walk 500 yards. His message stirs organizations and individuals to identify and conquer that which paralyzes them by cultivating purpose in their work and fully accessing the resilience of their team while maintaining positivity and gratitude through even the most daunting challenges.

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《从瘫痪到强大：释放韧性，重新定义可能性》

Paralyzed to powerful: Unleashing resilience and redefining possibility

Robert Paylor
会议类型：
主场会议
演讲语言：
英语
会议日期：
开始时间：
Paylor
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语言：
英语
日语
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普通话
西班牙语
泰语
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What mindset shifts can turn paralyzing challenges into sources of strength and clarity? Paylor shares how his journey from quadriplegia to reclaiming his life can provide practical tools to control your mindset, reframe adversity and commit to purposeful progress.

究竟怎样的心态转变，才能将瘫痪的难关转化为力量与清晰的源泉？Paylor 将分享他从四肢瘫痪到重掌人生的心路历程，并提供实用工具以助您掌控心态、重塑逆境、致力于有意义的进程。

Avraam Pekris, BSc, MBA

Larnaca
,
,
Cyprus
入会总年份：
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Avraam Pekris, BSc, MBA, is the CEO and founder of Huminance Insurance Agents and Consultants. He has more than 20 years of experience in the financial services profession and specializes in leadership development, recruitment and building exceptional agency cultures. An actuary by training, Pekris holds first-class honors from the London School of Economics and Political Science and an MBA from the Cyprus International Institute of Management.

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Start fast, retain for years: A people-led, AI-reinforced onboarding program

Avraam Pekris, BSc, MBA
会议类型：
全球服务
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
Tuesday, June 9, 2026
Pekris
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语言：
英语
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AI is more than using ChatGPT for interview questions. Two leaders who have successfully integrated AI into their recruiting and training strategies share a blueprint for identifying and using tools to refine and streamline processes in agency management.

Katarzyna Pilczuk

,
,
入会总年份：
9
内阁会员荣誉：
顶尖会员荣誉：

Katarzyna Pilczuk is a financial advisor, team leader and trainer with more than 15 years of experience in the financial services profession. She specializes in working with premium clients, increasing sales effectiveness and developing strong advisory teams while also mentoring advisors and building leaders. As founder and former president of the Polish Association of Recommended Insurance Advisors, Pilczuk helped increase MDRT membership in Poland more than tenfold in five years.

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Juggling it all: Career, clients and life — real talk from women advisors

Katarzyna Pilczuk
会议类型：
交流区
演讲语言：
英语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
11:30
Monday, June 8, 2026
Pilczuk
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语言：
英语
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Four female MDRT members unite for an honest conversation about managing successful practices while navigating life beyond the office. They share practical strategies for staying motivated, setting boundaries and prioritizing what matters most while balancing multiple roles.

Alejandro German Pisano

INGENIERO MASCHWITZ / ESCOBAR / BUENOS AIRES
,
,
Argentina
入会总年份：
4
内阁会员荣誉：
2
顶尖会员荣誉：
1

Alejandro German Pisano is the founder and CEO of Startup Group Consultores en Seguros, a brokerage firm specializing in personal and group insurance. He started his career in the insurance industry more than 3 decades ago as an independent insurance advisor. Throughout his prominent career, he has received numerous awards from leading insurance companies. In addition to his role as an agent, Pisano is a lecturer and mentor to insurance agents, sharing his extensive knowledge and experience. He currently serves as MDRT Company Chair for Life Seguros.

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Applying neuroscience to life insurance sales

Alejandro German Pisano
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：
13:30
Monday, June 8, 2026
Pisano
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Marketing
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语言：
西班牙语
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Combining science, storytelling and real-life cases, Pisano offers an innovative, easy-to-implement approach to boost your effectiveness when selling life insurance. Learn how the client’s brain functions when faced with complex decisions, which words trigger resistance and which pave the way for action, and how to connect emotionally without pressure.

Svetlana Plitin-Tamaviciene

Vilnius, LT
,
,
Lithuania
入会总年份：
10
内阁会员荣誉：
7
顶尖会员荣誉：
1

Svetlana Plitin-Tamaviciene has been a financial advisor atAllianz since 2014, specializing in retirement planning and insurance solutionsfor business owners. She has a bachelor’s degree in maritime engineering and amaster’s degree in maritime law, which shaped her strategic and disciplinedapproach to financial planning.

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Focus Session Power Hour

Svetlana Plitin-Tamaviciene
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
Wednesday, June 10, 2026
Plitin-Tamaviciene
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Persona Íntegra
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语言：
英语
朝鲜语
西班牙语
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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.

Mark Pollock

Dublin
,
Leinster
,
Ireland
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Mark Pollock 致力于激励领袖及其团队建立韧性、推动表现最佳化及有效协作，从而达成超越想象的成就。1998 年遭逢失明噩耗却未被击倒的他，奋而成为冒险运动员，参与超级耐力赛，并成为首个竞速抵达南极的失明人士。自 2010 年因跌倒导致瘫痪以来，他推动了价值超过 1 亿美元的合作项目，致力于治愈瘫痪患者。他是 Wings for Life 宣传大使，曾任 Christopher & Dana Reeve Foundation 董事，也是纪录片《盲人行走》(Blind Man Walking) 与《不屈不挠——马克·波洛克的故事》(Unbreakable — The Mark Pollock Story) 的主人公。

Mark Pollock inspires leaders and their teams to build resilience, optimize performance and collaborate effectively to achieve more than they thought possible. Unbroken by blindness in 1998, Pollock became an adventure athlete, competing in ultra-endurance races, and the first blind person to race to the South Pole. Since 2010, left paralyzed by a fall, he has catalyzed collaborations worth over USD 100 million to help cure paralysis. He is a Wings for Life ambassador, was on the board of the Christopher & Dana Reeve Foundation and is the subject of the documentaries “Blind Man Walking” and “Unbreakable — The Mark Pollock Story.”

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当难题选择您时

When the challenge chooses you

Mark Pollock
会议类型：
主场会议
演讲语言：
英语
会议日期：
开始时间：
Pollock
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语言：
英语
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普通话
西班牙语
泰语
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Sometimes we choose our challenges, and sometimes our challenges choose us. What we decide to do about them, Pollock says, is what counts. He explains how to maintain a resilient mindset under pressure and turn challenges into opportunities to achieve more than you thought possible.

别说您在选择难题，难题也能选择您。Pollock 表示，我们决定如何对待难题才是真正重要的事物。他将阐释如何在压力下保持充满韧性的心态，化挑战为机遇，从而实现超越想象的成就。

Thomas Pourlidas

,
,
入会总年份：
6
内阁会员荣誉：
顶尖会员荣誉：

Thomas Pourlidas has been an insurance agent with NN Hellas since 2005, specializing in financial and insurance planning advisory services. He holds financial planning certifications SQF levels 3 and 4 from EFICERT, as well as a diploma in sales management from the University of Piraeus and the Hellenic Insurance Institute EIAS. He is a long-standing member of the Circle of Successful Life Insurance Agents and Hellenic Financial Planners Association and received the “G. Skalingos” award for ethics in 2014, the highest distinction given to professionals who demonstrate exceptional integrity, professionalism, collegial spirit and outstanding performance.

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Choose the uphill

Thomas Pourlidas
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：
12:30
Sunday, June 7, 2026
Pourlidas
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语言：
英语
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Pourlidas draws on his experience as an ultra-distance runner, an advisor and a father to share stories that highlight the power of positivity, healthy habits and a genuine love for what you do. What connects people, he says, are the values they carry, and it is uphill where they truly grow.

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