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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。 

Yu-Han Wang

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,
入会总年份：
8
内阁会员荣誉：
顶尖会员荣誉：

王予函，国泰人寿区级经理，十年保险从业经验，擅长与人交流、医疗保障与视觉图像笔记。本科就读化工系。

Yu-Han Wang is the district manager at Cathay Life Insurance. She has 10 years of industry experience and specializes in heart-to-heart conversations, health care coverage and visual note-taking. She holds an undergraduate degree in chemical engineering and enjoys building connections with others.

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用生命影响生命

Influence life by life

Yu-Han Wang
会议类型：
交流区
演讲语言：
普通话
会议日期：
2025 年 6 月 22 日，星期日
开始时间：
12:30
Sunday, June 22, 2025
Wang
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Persona Íntegra
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语言：
普通话
No items found.

Wang shares her tragic story of losing her 50-year-old mother when she was 25 and how this profound loss forced her to confront the fact that life should not be consumed entirely by work, which she is passionate about explaining to others.

从单纯追求事业成功，到因母亲离世而领悟人生真谛，找到属于自己的生命价值。

Haiyang Wang

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,
入会总年份：
10
内阁会员荣誉：
1
顶尖会员荣誉：

王海洋，PFRM，CFP，RPP，CEIBS中欧商学院认证讲师，微信视频号中国保险红人榜榜首，荣获腾讯《2023年度视频号优秀创作者》和《2023年度视频号优质主播》，MDRT中国MCC，参会7次，曾担任2020年会&全球会议虚拟会议演讲者，2023年年会焦点会议组长。

Haiyang Wang is an active MDRT member, currently serving on MCC as Area Chair of MDRT China. He holds the No. 1 position among insurance influencers on WeChat video and has received recognition as Tencent's 2023 Outstanding Video Creator and 2023 Quality Video Content Creator.

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善用自媒体，赋能极简销售

Leverage social media for minimalist sales

Haiyang Wang
会议类型：
交流区
演讲语言：
普通话
会议日期：
2025 年 6 月 24 日，星期二
开始时间：
11:30
Tuesday, June 24, 2025
Wang
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Marketing
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语言：
普通话
No items found.

In today's era of self-media, many insurance advisors are using different platforms to share their professional knowledge, empower insurance sales and expand new markets by developing their personal brand. Drawing on his extensive self-media success, Wang shares practical strategies that will benefit MDRT members worldwide.

分享自媒体时代的保险营销新思维，包括如何运用数字工具打造个人品牌并扩大业务版图。

Haiyang Wang

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,
入会总年份：
10
内阁会员荣誉：
1
顶尖会员荣誉：

Haiyang Wang 是 CEIBS 的认证讲师。他在微信影音号“保险网红”名单位列第一，并曾获得 2023 杰出视频制作者称号。他是非常活跃的百万圆桌会员，多年来曾先后担任 MCC 和其他百万圆桌委员会的职务。

Haiyang Wang is a certified lecturer at CEIBS. He ranked first on the WeChat Channels' insurance influencers list and was honored as outstanding video creator in 2023. He is an active MDRT member, having served on MCC and other MDRT committees over the years.

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小组研讨：经营统一的顾问品牌

Panel discussion: Managing a unified advisor brand

Haiyang Wang
会议类型：
焦点会议
演讲语言：
普通话
会议日期：
2025 年 6 月 25 日，星期三
开始时间：
9:30
Wednesday, June 25, 2025
Wang
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语言：
普通话
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Through real-life case studies, this panel explores how advisors can establish a professional image from multiple perspectives, master strategies for online and offline brand synergetic development, and create personal brand value.

通过真实案例，探讨顾问如何从多个方面着手建立专业形象，掌握线上线下品牌协同发展策略，打造个人品牌价值。

Wang Jinghuan

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入会总年份：
15
内阁会员荣誉：
11
顶尖会员荣誉：
1

Wang Jinghuan 加入金融服务业已有 20 个年头，专长是退休规划。Jinghuan 拥有工程学本科学历，目前在 Sino-Us United MetLife Insurance Co. Ltd. 任职高级人寿保险规划主管。她连续 18 年入围 CEOCUP，并曾参与多场全球峰会。

Wang Jinghuan has been in the financial services profession for 20 years, specializing in retirement planning. With a bachelor’s degree in engineering, Jinghuan currently serves as senior life insurance planning director at Sino-US United MetLife Insurance Co. Ltd. She achieved 18 consecutive years of CEOCUP and has participated in multiple global summits.

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通过养老规划实现连续11年COT

Achieving 11 consecutive years of Court of the Table through retirement planning

Wang Jinghuan
会议类型：
焦点会议
演讲语言：
普通话
会议日期：
2025 年 6 月 24 日，星期二
开始时间：
13:30
Tuesday, June 24, 2025
Wang Jinghuan
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语言：
普通话
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Based on the aging trend in China and lessons from Japan's experience, Wang Jinghuan explores how tailored services and personalized planning can effectively meet clients' retirement needs while emphasizing the value of long-term investments.

基于中国老龄化趋势和日本案例，分享如何通过精准服务和个性化规划，满足客户养老需求，理解长期投资价值。

Shane E. Westhoelter, AEP, CLU

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入会总年份：
14
内阁会员荣誉：
13
顶尖会员荣誉：
10

。

Shane E. Westhoelter, AEP, CLU, started going door to door to build a client base in 1988. Now, as founder and CEO of Gateway Financial Advisors Inc., he oversees 180 offices, 230 producers, USD 4 billion in assets and more than USD 30 million in revenue. He has spoken at several MDRT events as well as internationally on sales training, motivational leadership and visionary topics, and is a frequent contributor to industry publications.

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How to build a business that generates USD 30 million income annually

Shane E. Westhoelter, AEP, CLU
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2025 年 6 月 23 日，星期一
开始时间：
15:00
Monday, June 23, 2025
Westhoelter
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语言：
英语
日语
西班牙语
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How can  anyone go from selling door to door to building a national brand that earns  USD 30 million each year? Westhoelter explains how to know which clients to  keep and which to give up, how to attract and empower the right people, and  more key strategies to drive enormous ongoing success.

Winston S. Williams, CLU, ChFC

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入会总年份：
34
内阁会员荣誉：
23
顶尖会员荣誉：
20

Winston S. Williams, CLU, ChFC, is the chairman and CEO of Financial Advisory Services Ltd. He is a seasoned financial advisor, with more than four decades of experience in retirement planning, estate planning, business succession and education funding solutions. A graduate of The American College and the Arthur Lok Jack Graduate School of Business, Williams is a results-driven leader renowned for building world-class sales teams and driving success in sales management and training.

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Applying the local context to your retirement plan

Winston S. Williams, CLU, ChFC
会议类型：
交流区
演讲语言：
英语
会议日期：
2025 年 6 月 22 日，星期日
开始时间：
15:00
Sunday, June 22, 2025
Williams
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语言：
英语
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Many individuals who attend global conferences are inundated with trends and developments that often ignore the unique circumstances of smaller, less developed economies. Williams shares how you can develop your recommendations to take note of these nuances, while including global trends and circumstances.

Wong Hui Delia

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,
入会总年份：
14
内阁会员荣誉：
2
顶尖会员荣誉：

Wong Hui Delia has been in the financial services profession for 21 years, specializing in estate planning. Known as the “dream protector” by the many families she works with, her value proposition is to build strong, close-knit relationships with her clients.

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5 steps to develop a value-driven sales process

Wong Hui Delia
会议类型：
交流区
演讲语言：
英语
会议日期：
2025 年 6 月 22 日，星期日
开始时间：
14:00
Sunday, June 22, 2025
Wong Hui Delia
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Gestión de Negocios
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语言：
英语
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How can you establish yourself as a trusted advisor by communicating your values? Wong Hui Delia illustrates techniques that can improve relationships with clients and create a consistent stream of referrals.

Xia Wu

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,
入会总年份：
11
内阁会员荣誉：
顶尖会员荣誉：

吴瑕，加入行业10年，达成11次MDRT注册会员，获得终身会员荣誉，带领团队共同服务2000客户，提供百亿人寿寿险保额，LIMRA认证，本科学历

Xia Wu has 10 years of industry experience and leads a team serving 2,000 clients with billions in life insurance coverage. She has the LIMRA certification and a bachelor's degree.

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失败不是结果，而是销售的开始

Failure is not the end, but the beginning of sales

Xia Wu
会议类型：
交流区
演讲语言：
普通话
会议日期：
2025 年 6 月 22 日，星期日
开始时间：
13:00
Sunday, June 22, 2025
Wu
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Marketing
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语言：
普通话
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While setbacks are an inevitable part of the sales process, they represent just one component of the broader journey. Wu suggests other aspects include adjusting your mindset in the face of rejection, making demand-oriented responses to challenges and utilizing KYC analysis tools for review.

分享如何利用KYC工具进行分析和复盘，剖析销售失败背后的客户真实需求，将拒绝转化为持续成交的契机。

Zuhua Wu

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,
入会总年份：
7
内阁会员荣誉：
5
顶尖会员荣誉：
2

我是Joey吴祖华，目前担任Financial Alliance鑫盟理财公司的财务顾问总监，CFP国际金融理财师，拥有超过10年的从业经验。专注于风险管理与传承规划，带领团队连续多年成为公司个人与团体业绩冠军，积累了丰富的高净值客户服务经验。

Zuhua Wu serves as director of financial advisory at Financial Alliance. She has more than a decade of industry experience, specializing in risk management, succession planning and serving high-net-worth clients. As a leader, Wu manages a team that has consistently achieved individual and group performance championships in her company.

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稳步精进，引领保险新高峰

Steady progress to reach new heights in insurance

Zuhua Wu
会议类型：
交流区
演讲语言：
普通话
会议日期：
2025 年 6 月 23 日，星期一
开始时间：
15:30
Monday, June 23, 2025
Wu
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Asesoría a Clientes
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语言：
普通话
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Through continuous enhancement of her professional capabilities and service standards, Wu explains how she not only provides better protection for her clients but maintains her competitive edge in an evolving market. Discover strategies on how to make sustainable breakthrough, elevating from good to great and collectively building a stronger future for the insurance profession.

在过去的十年里，我不仅仅达到了持续的MDRT，更实现了从COT到TOT的飞跃式成长。在保险行业，精进和持续性是取得长久成功的关键。通过不断提升业务能力和优化服务质量，我们不仅能够为客户提供更好的保障方案，还能在瞬息万变的市场中保持领先。坚持学习与创新，让我们在激烈的竞争中脱颖而出，稳步前行。这场演讲将分享如何在行业中做到持续突破，实现从优秀到卓越的转变，携手共创更加稳固的保险未来。

Dechathon Yanan

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,
入会总年份：
4
内阁会员荣誉：
2
顶尖会员荣誉：

Dechathon Yanan is a sales manager at Muang Thai Life Assurance Public Co. Ltd., with seven years of experience as a life insurance advisor. By his third year, he achieved MDRT and Court of the Table qualifications, showcasing his exceptional skills in the profession. He holds a bachelor’s degree in computer science and previously worked for five years as a bank data analyst, enhancing his analytical capabilities.

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Unknown online customer service and care: Building on MDRT qualification to Court of the Table

Dechathon Yanan
会议类型：
交流区
演讲语言：
泰语
会议日期：
2025 年 6 月 24 日，星期二
开始时间：
13:00
Tuesday, June 24, 2025
Yanan
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Marketing
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语言：
泰语
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How can you successfully gather client information digitally to build satisfying online relationships — and then elevate them through in-person support? Yanan shares how to gather and manage data, segment leads and inquiries, and communicate effectively to create a strategy for all online and offline interactions.

Xuan Yang

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入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Xuan Yang 在金融服务业拥有十年资历，擅长保险业研究、投资、商业模型分析和新技术应用，例如人工智能等。他成立了 Insur View，也和别人联手创办了 Warp Speed Capital，而他本人则持有生物资源学士学位和工商管理硕士学位。

Xuan Yang has a decade of experience in the financial services profession, specializing in insurance industry research, investment, business model analysis and applying new technologies, including AI. He founded Insur View, co-founded Warp Speed Capital and holds a bachelor’s degree in biological resources as well as an MBA.

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拥抱AI是时代的选择

Embracing AI is the choice of the times

Xuan Yang
会议类型：
焦点会议
演讲语言：
普通话
会议日期：
2025 年 6 月 23 日，星期一
开始时间：
15:00
Monday, June 23, 2025
Yang
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This is some text inside of a div block.
语言：
普通话
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Yang analyzes the practical applications of AI technology in the insurance industry while sharing real-life case studies that enhance digital competitiveness.

解析AI技术在保险行业的实际应用，分享真实案例，提升数字化竞争力。

Fuji Yeo, AEPP, AFC

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,
入会总年份：
10
内阁会员荣誉：
3
顶尖会员荣誉：

Fuji Yeo，AEPP、AFC 从事金融服务业已有 17 个年头，专注于全方位理财教育和健康福祉领域。身为癌症幸存者和持牌 NLP 从业者，她非常着重业务中的人文联系，始终奉行着”客户有权选择，但我有通知他们的义务“的格言做事。Yeo 全心全意投入帮助客户保障未来的事务中，同时也是一名热心的志愿者，她相信通过业务与社区工作回馈及传播的力量。

‍

Fuji Yeo, AEPP, AFC, has 17 years of experience in the financial services profession, focusing on holistic financial education and well-being. A cancer survivor and certified NLP practitioner, she emphasizes the importance of human connection in her practice and is guided by her mantra, “Clients have the option to choose, but I have the duty to inform.” Yeo is deeply committed to helping clients protect their futures and is also a dedicated volunteer, believing in the importance of giving back and paying it forward through her work and community efforts.

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危机中的不屈毅力保护生命，留下传承

Perseverance in crisis: Protecting lives, leaving legacies

Fuji Yeo, AEPP, AFC
会议类型：
主场会议
演讲语言：
英语
会议日期：
2025 年 6 月 23 日，星期一
开始时间：
8:00
Monday, June 23, 2025
Yeo
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Asesoría a Clientes
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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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Yeo shares a personal story of a challenging client experience that tested her resilience as a financial advisor. From being humiliated and facing rejection to handling her first death claim, Yeo learned powerful lessons about perseverance, the unpredictability of life and the urgency of financial planning — including how moments of crisis can become turning points toward securing the future.

Yeo 将分享一个有关艰难客户体验的个人故事，这次经历俨如对她身为理财顾问的一次韧性考验。从惨遭羞辱和第一次处理身故理赔时遭到拒绝的经验中，Yeo 得到了有关毅力的惨痛教训，深深体会到生命的祸福难料和理财规划的迫切性——其中包括危急时刻如何化作寻求未来保障的转折点。

‍

Hui Hoon Yeoh

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,
入会总年份：
9
内阁会员荣誉：
顶尖会员荣誉：

Hui Hoon Yeoh began her financial services career in 2007 at AIA Berhad. She has served as a master trainer at AIA for the past eight years, specializing in client mapping, estate planning and retirement planning for high-net-worth clients. Yeoh holds a degree in mass communication, is an active MDRT member and has previous experience as a hospital fundraiser.

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Unlock 250x growth with client mapping

Hui Hoon Yeoh
会议类型：
交流区
演讲语言：
英语
会议日期：
2025 年 6 月 23 日，星期一
开始时间：
13:00
Monday, June 23, 2025
Yeoh
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Asesoría a Clientes
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语言：
英语
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Client mapping is a strategic tool that helps advisors visualize their clients’ networks and identify potential leads through personal and professional connections. Yeoh explains how to maximize opportunities by mapping/drawing out the relationships — family, friends, colleagues — to uncover new prospects and deepen existing ones.

Jung Yoojin

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入会总年份：
2
内阁会员荣誉：
顶尖会员荣誉：

Jung Yoojin is an emerging professional with four years of experience in the financial services profession.

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Targeting the MZ generation through coverage analysis

Jung Yoojin
会议类型：
交流区
演讲语言：
朝鲜语
会议日期：
2025 年 6 月 24 日，星期二
开始时间：
12:00
Tuesday, June 24, 2025
Yoojin
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Marketing
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语言：
朝鲜语
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How do young clients in their 20s and 30s access information about insurance? Yoojin explores strategies for advisors to keep up with rapidly changing information channel trends and communicate effectively with younger generations. Learn how to meet young clients' needs, from coverage analysis to financial planning.

Tomonori Yoshida

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,
入会总年份：
28
内阁会员荣誉：
13
顶尖会员荣誉：
1

Tomonori Yoshida is an executive life planner at Prudential Life Insurance Company, where he focuses on the business owner market and specializes in inheritance tax and succession planning.

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Which track will you take for lasting success?

Tomonori Yoshida
会议类型：
交流区
演讲语言：
日语
会议日期：
2025 年 6 月 24 日，星期二
开始时间：
11:30
Tuesday, June 24, 2025
Yoshida
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Persona Íntegra
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语言：
日语
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With more than 30 years of experience in the life insurance business, Yoshida shares his insights that have significantly changed his way of thinking and behavior. He explains how focusing on the mindset and perspective is necessary to enjoy a long and successful career in this business.

Syed Kazim Raza Zaidi

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入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Syed Kazim Raza Zaidi is a sales and motivational trainer with more than 24 years of experience in sales and marketing and 17 years of experience in the life insurance training industry. He has presented more than 7,000 educational and motivational seminars and is well-known for his motivation, leadership training and knowledge of concept-based selling. Prior to founding Zaidi Corporation and Kazim Edutech, Zaidi worked as associate vice president of marketing and training for a leading insurance technology organization.

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Goal setting: Planning to live your life your way

Syed Kazim Raza Zaidi
会议类型：
焦点会议
演讲语言：
印地语
会议日期：
2025 年 6 月 24 日，星期二
开始时间：
15:00
Tuesday, June 24, 2025
Zaidi
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语言：
印地语
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Top athletes, successful businesspeople and achievers in all fields set goals to create long-term vision and short-term motivation. Zaidi shares how to establish a process to decide what you want to achieve, separate what’s important from what’s irrelevant and accelerate your career while making the most out of your life. This session will be presented in Hindi.

Zeng Shao Hua

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入会总年份：
10
内阁会员荣誉：
8
顶尖会员荣誉：
6

Zeng Shao Hua毕业于中央财经大学税务系，中信保诚人寿保险有限公司广东省分公司，从业18年，专注开发终身寿险销售工作，著有《直击人生与人性的终身寿险销售逻辑》，连续多年获得IDA个人白金龙奖。

Zeng Shao Hua graduated from the department of taxation at the Central University of Finance and Economics and currently works at the Guangdong branch of CITIC Prudential Life Insurance Co. Ltd. She has been in the financial services profession for 18 years, specializing in developing life insurance sales. She is the author of "The Logic of Whole Life Insurance Sales: A Direct Approach to Life and Human Nature," and has been awarded the IDA Platinum Award in the individual group for many consecutive years.

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终身寿险的销售逻辑

The logic of selling whole life insurance

Zeng Shao Hua
会议类型：
焦点会议
演讲语言：
普通话
会议日期：
2025 年 6 月 23 日，星期一
开始时间：
13:30
Monday, June 23, 2025
Zeng Shao Hua
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语言：
普通话
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Zeng Shao Hua analyzes the logic of high-net-worth clients' needs for whole life insurance, shares the key strategies for a successful closing and explains how to enhance your personal and professional skills in market promotion to achieve a life of meaningful value.

深入剖析高净值客户对终身寿险的需求逻辑，分享成功成交的关键方法，提升营销个人专业能力，成就价值人生。

Atsushi Zeniya

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入会总年份：
21
内阁会员荣誉：
1
顶尖会员荣誉：
1

Atsushi Zeniya joined Manulife Insurance Company in 2002. With 23 years of experience, he is an executive plan right advisor.

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MDRT’s Whole Person concept

Atsushi Zeniya
会议类型：
交流区
演讲语言：
日语
会议日期：
2025 年 6 月 24 日，星期二
开始时间：
12:30
Tuesday, June 24, 2025
Zeniya
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Asesoría a Clientes
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语言：
日语
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Zeniya earned his first MDRT qualification purely through passion. He used to believe that healthy people don't get sick or die easily, but his perspective changed in 2011 when one of his clients died suddenly of acute leukemia. He shares how this turning point brought about a new belief and sense of mission that was soon engraved in his mind. This experience changed his attitude toward the business.

Jiawei Zhang, Ph.D.

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顶尖会员荣誉：

Jiawei Zhang，Ph.D. 擅长业务设计创新、行为经济学、策略决策和人力资源规划。Zhang 持有心理学博士学位，目前任职教育基金会董事、全球创新商学院院长，也是 Qingdao Bright Moon Seaweed Group 的独立董事兼知识总监，此外他还身兼多种身份。

Jiawei Zhang, Ph.D., specializes in business design innovation, behavioral economics, strategic decision making and human resource planning. With a doctorate in psychology, Zhang serves as director of the Education Foundation, dean at Global Innovation Business School, and independent director and chief knowledge officer of Qingdao Bright Moon Seaweed Group, among many other roles.

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企业传承创新驱动保险新销售模型

Corporate inheritance and innovation drive a new insurance sales model

Jiawei Zhang, Ph.D.
会议类型：
焦点会议
演讲语言：
普通话
会议日期：
2025 年 6 月 25 日，星期三
开始时间：
11:00
Wednesday, June 25, 2025
Zhang
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语言：
普通话
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Selling is an art. Zhang shares how to stop being confined by the transaction amount and the renewal cycle so you can uncover the essence of clients' essential needs.

销售是一门艺术，Jiawei为我们分享如何不再囿于成交金额与续费周期，洞悉客户本质需求。

Sylvie di Giusto

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Sylvie di Giusto is well-versed in the study of social and cultural norms, personal beliefs and values, and cognitive biases and thought patterns. As a three-time author and international keynote speaker on her five cornerstones of modern emotional intelligence, di Giusto is trusted by leaders at many renowned organizations in the world — from American Express to American Airlines to Hilton Hotels and Resorts to the U.S. Air Force — to help them grow their brands and bottom lines through the impactful power of choice.

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The power of choice

Sylvie di Giusto
会议类型：
特别午餐会
演讲语言：
英语
会议日期：
2025 年 6 月 23 日，星期一
开始时间：
12:00
Monday, June 23, 2025
di Giusto
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语言：
英语
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If you’ve ever made an off-the-cuff comment to a client that you later regretted, faced the fallout from a team member’s hasty decision and wondered How did this even happen? or walked into a boardroom and realized your presence wasn’t aligned with the impression you wanted to make, then you’ve experienced how operating on autopilot can unintentionally undermine trust and affect results instantly. With di Giusto’s insights, learn how to ensure your decisions are grounded in self-awareness, aligned with clients’ expectations, and always rooted in professional values and goals.

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