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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。 

Chul Kang

Seoul
,
,
Republic of Korea
入会总年份：
12
内阁会员荣誉：
6
顶尖会员荣誉：
3

Chul Kang is an e-partner at Shinhan Life and CEO of FEEL Consulting. Kang has 14 years of experience in the financial services profession and specializes in online consulting and financial planning. He holds the Chartered Financial Consultant (ChFC) designation and was a featured speaker at the Korea Financial Planning Association's FP Conference in 2022 and 2025.

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All about online consulting for doctors

Chul Kang
会议类型：
焦点会议
演讲语言：
朝鲜语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
15:00
Tuesday, June 9, 2026
Kang
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Marketing
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语言：
朝鲜语
No items found.

Learn how to build trust and secure high-value contracts with doctor clients using 100% online consultations. Kang shares his specific processes and know-how, from the first meeting and contracting to generating referrals through follow-up care.

Jocelyn Kau

Singapore
,
,
Singapore
入会总年份：
9
内阁会员荣誉：
顶尖会员荣誉：

Jocelyn Kau is a five-time MDA award recipient. She is a senior wealth director at Prudential Financial Advisers Singapore, with 13 years of experience in financial services and eight in leadership. She holds an IBF Level 3 certification and leads a team of eight advisors, specializing in recruitment and Gen Z talent development.

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MDRT Center Speaks: Developing new advisors

Jocelyn Kau
会议类型：
全球服务
演讲语言：
英语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
15:00
Monday, June 8, 2026
Kau
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This is some text inside of a div block.
语言：
英语
No items found.

Three agency leaders share techniques for building a team that evolves with you and stays long term as well as a 90-day onboarding plan that sets new advisors up for success. You'll also learn how to adapt your leadership style to young advisors and create a values-based culture.

Jocelyn Kau

,
,
入会总年份：
9
内阁会员荣誉：
顶尖会员荣誉：

Jocelyn Kau is a five-time MDA award recipient. She is a senior wealth director at Prudential Financial Advisers Singapore, with 13 years of experience in financial services and eight in leadership. She holds an IBF Level 3 certification and leads a team of eight advisors, specializing in recruitment and Gen Z talent development.

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Using Excel to automate 80% of my financial planning work

Jocelyn Kau
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：
13:00
Sunday, June 7, 2026
Kau
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This is some text inside of a div block.
语言：
英语
No items found.

Kau explains how simple Excel formulas can turn a basic spreadsheet into the backbone of every client meeting, helping to keep discussions structured, capturing all necessary data and logging past records for seamless servicing. Live examples will ensure that you leave with the ability to create your own version of these formulas for immediate impact.

Jocelyn Kau; Diana Ng, B Bus, ChFC; Agnieszka Surowik

,
,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Jocelyn Kau is a five-time MDA award recipient. She is a senior wealth director at Prudential Financial Advisers Singapore, with 13 years of experience in financial services and eight in leadership. She holds an IBF Level 3 certification and leads a team of eight advisors, specializing in recruitment and Gen Z talent development.

Diana Ng, B Bus, ChFC, is a 12-year MDRT member with three Court of the Table qualifications. With 15 years in financial services and a decade of corporate marketing experience, she brings strategic insight to her work. As a director at Prudential Assurance Company Singapore, Ng specializes in financial wellness and estate planning, leads a team of 19 advisors, and is passionate about developing confident, purpose-driven leaders.

Agnieszka Surowik is an expert in financial risk transfer, specializing in life and health protection, retirement solutions, business succession and cross-insurance for companies — integrating strategy with values and long-term responsibility. With 18 years of management and leadership experience and seven in sales, Surowik advanced from advisor to director to sales trainer within five years of joining the financial services profession. She achieved MDRT in her second year and is now an MDRT Center for Field Leadership member, supporting dozens of advisors in their development through the Millionaire Club at Prudential Poland.

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MDRT Center Speaks: Developing new advisors

Jocelyn Kau; Diana Ng, B Bus, ChFC; Agnieszka Surowik
会议类型：
全球服务
演讲语言：
英语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
15:00
Monday, June 8, 2026
Kau; Ng; Surowik
This is some text inside of a div block.
This is some text inside of a div block.
语言：
英语
No items found.

Three agency leaders share techniques for building a team that evolves with you and stays long term as well as a 90-day onboarding plan that sets new advisors up for success. You'll also learn how to adapt your leadership style to young advisors and create a values-based culture.

R. J. Kelly, AEP, MSFS

San Diego
,
CA
,
United States
入会总年份：
46
内阁会员荣誉：
12
顶尖会员荣誉：
9

R.J.Kelly，AEP、MSFS 是 WealthLegacy 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。

‍

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

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焦点会议“能量一小时”

Focus Session Power Hour

R. J. Kelly, AEP, MSFS
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
Kelly
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Asesoría a Clientes
This is some text inside of a div block.
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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Carol Kheng, ChFC

Singapore
,
,
Singapore
入会总年份：
28
内阁会员荣誉：
6
顶尖会员荣誉：
5

Carol Kheng，ChFC 将出任 2026 年度百万圆桌前任会长。自 2022 年起，她曾在百万圆桌执行委员会担任多个岗位。她曾于 2019 年担任百万圆桌全球会议项目统筹委员会的分副会长，并于 2009 年担任百万圆桌会员资源和经营管理分会的分副会长。Kheng 还曾加入百万圆桌基金会的受托人董事会，也是百万圆桌基金会的钻石骑士。Kheng 是新加坡 Prudential Assurance Company 的资深理财顾问，也是该公司百万圆桌俱乐部的创会成员兼主席。

Carol Kheng, ChFC, is the 2026 Immediate Past President of MDRT. She has served in multiple roles on the MDRT Executive Committee since 2022. She previously served as Divisional Vice President for MDRT Global Conference Program General Arrangements in 2019 and for MDRT’s Member Resources — Practice Management Division in 2009. Kheng also has served on the Board of Trustees of the MDRT Foundation, for which she is a Diamond Knight. Kheng is a master financial consultant with Prudential Assurance Company Singapore, where she was the founding member and chairperson of its MDRT Club.

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表彰卸任会长 Carol Kheng，ChFC

Recognition of Immediate Past President Carol Kheng, ChFC

Carol Kheng, ChFC
会议类型：
主场会议
演讲语言：
英语
会议日期：
2026 年 6 月 10 日，星期三
开始时间：
13:00
Wednesday, June 10, 2026
Kheng
This is some text inside of a div block.
This is some text inside of a div block.
语言：
英语
日语
朝鲜语
普通话
西班牙语
泰语
No items found.

DaiHui Kim

,
,
入会总年份：
6
内阁会员荣誉：
顶尖会员荣誉：

DaiHui Kim is a general partner and sales leader at Shinhan Life. Kim serves as Chair of the MDRT Day Division on the Shinhan MDRT Steering Committee and specializes in financial planning and risk management, spanning both property and casualty insurance and life insurance. Kim has been recognized for his outstanding performance and compliance as a certified insurance consultant by the Life Insurance Association of Korea.

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Beyond risk management: Becoming a lifelong partner

DaiHui Kim
会议类型：
交流区
演讲语言：
朝鲜语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
12:00
Tuesday, June 9, 2026
Kim
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This is some text inside of a div block.
语言：
朝鲜语
No items found.

Kim explores the journey of transitioning from general to life insurance and growing into a financial expert. Discover how to evolve from a risk-centered approach to a partnership that designs a client’s entire life while effectively communicating the essential value of life insurance.

Jung Hwan Kim

,
,
入会总年份：
4
内阁会员荣誉：
顶尖会员荣誉：

Jung Hwan Kim is a financial services professional with extensive experience in asset transfer, inheritance and gift planning. Kim specializes in providing integrated solutions through collaboration with other professionals. Additionally, he provides financial management services for high-net-worth individuals through global asset allocation and dollar-based retirement planning strategies.

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Beyond sales: What we need to change

Jung Hwan Kim
会议类型：
交流区
演讲语言：
朝鲜语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
11:30
Tuesday, June 9, 2026
Kim
This is some text inside of a div block.
This is some text inside of a div block.
语言：
朝鲜语
No items found.

Kim discusses asset transfer and collaboration strategies derived from the Republic of Korea’s unique environment of high inheritance taxes and exchange rate volatility. He explains leveraging insurance value in high-tax markets and the importance of retirement planning with dollar assets while building trust and achievinge growth through collaboration with tax and legal professionals.

Sunhoo Kim

Seoul
,
,
Republic of Korea
入会总年份：
12
内阁会员荣誉：
2
顶尖会员荣誉：
0

Sunhoo Kim is a dedicated financial professional recognized for innovative client networking strategies. By combining professional expertise with personal interests and hobbies, Kim has successfully expanded influence in the high-net-worth client market. His approach demonstrates how leveraging shared activities can build authentic relationships and enhance professional credibility.

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Growth strategy: Overcoming 2 career plateaus

Sunhoo Kim
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：
11:00
Wednesday, June 10, 2026
Kim
This is some text inside of a div block.
Marketing
This is some text inside of a div block.
语言：
朝鲜语
No items found.

Kim shares the journey of overcoming two career plateaus after transitioning from a focus on personal network sales to managing transferred clients and selling variable products, then moving through a doctor-specialist team and a managerial role. Learn the specific strategies used to turn challenges at each stage into growth opportunities.

Jun Young Kim

Seoul
,
,
Republic of Korea
入会总年份：
5
内阁会员荣誉：
4
顶尖会员荣誉：
1

Jun Young Kim is a financial expert with 15 years of experience, including 10 years in investment and 5 years in insurance. Kim specializes in macroeconomic analysis and investment strategy planning. He previously worked on the financial management team at LG Group.

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Panel discussion: Top of the Table partnership built on listening, empathy and togetherness

Jun Young Kim
会议类型：
焦点会议
演讲语言：
朝鲜语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
13:30
Tuesday, June 9, 2026
Kim
This is some text inside of a div block.
Marketing
This is some text inside of a div block.
语言：
朝鲜语
No items found.

Evolving technologies, new opportunities and constant distractions continue to reshape our perspectives and practices. MDRT members explore the enduring principles that define the profession and the standards advisors must uphold to preserve its true foundation.

Chi-Chin Kuan

,
,
入会总年份：
9
内阁会员荣誉：
顶尖会员荣誉：

官其瑾，CFP，南山人寿业务主管，年资9年，专长是客户风险规划、财务退休规划、家庭传承规划。

Chi-Chin Kuan serves as business assistant manager at Nan Shan Life Insurance with nine years of experience. His expertise spans comprehensive risk planning, retirement strategies and multigenerational wealth transfer.

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世代传承 — 建立 MDRT 家庭

Multigenerational legacy — building an MDRT family

Chi-Chin Kuan
会议类型：
交流区
演讲语言：
普通话
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
11:00
Sunday, June 7, 2026
Kuan
This is some text inside of a div block.
This is some text inside of a div block.
语言：
普通话
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Kuan shares how his mother, a 28-year industry veteran and MDRT Life member, guided both him and his father to become trusted financial advisors for clients. He demonstrates proven strategies for supporting clients throughout their financial journeys while embracing Whole Person principles.

母亲从业28年，是百万圆桌终身会员，并带领我和父亲成为客户财务守门员。了解如何陪伴客户成长并落实全人理念。

Priti Ajit Kucheria, LUTCF, CFP

Mumbai
,
MH
,
India
入会总年份：
25
内阁会员荣誉：
24
顶尖会员荣誉：
22

Priti Ajit Kucheria, LUTCF, CFP, is the founding principal of Kucheria Financial Services LLP, a family office offering comprehensive financial planning services. As the top producer of her company for 24 years, Kucheria has received several awards for her accomplishments and has presented at many company events worldwide, inspiring and sharing her strategies with her fellow advisors. Kucheria has also served in various leadership roles on several committees and task forces for MDRT, including as Global Council Member of MCC and Trustee of the MDRT Foundation.

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Panel discussion: Study group your way to success

Priti Ajit Kucheria, LUTCF, 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：
11:00
Wednesday, June 10, 2026
Kucheria
This is some text inside of a div block.
Gestión de Negocios
This is some text inside of a div block.
语言：
英语
No items found.

Why is it important to create or join study groups among MDRT members? Several members with study group experience share how they have gained knowledge and experience from their MDRT colleagues, as well as the experience of their international peer group and how they collaborated to write and publish a book.

S Indresh Kumar Jain

Chennai
,
,
India
入会总年份：
11
内阁会员荣誉：
2
顶尖会员荣誉：
0

S. Indresh Kumar Jain is an experienced financial professional recognized for his commitment to collaborative growth and development within the financial services profession. He is known for his expertise in creating and leading successful study groups, where he emphasizes the importance of goal-sharing, mutual guidance and the exchange of practice management ideas. Kumar Jain advocates for the use of structured systems to foster higher performance.

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Panel discussion: Study group your way to success

S Indresh Kumar Jain
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
Kumar Jain
This is some text inside of a div block.
Gestión de Negocios
This is some text inside of a div block.
语言：
英语
No items found.

Why is it important to create or join study groups among MDRT members? Several members with study group experience share how they have gained knowledge and experience from their MDRT colleagues, as well as the experience of their international peer group and how they collaborated to write and publish a book.

Tzu Hao Kuo

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

郭子豪，2023年田纳西年会焦点会议讲师，2024年台新人寿第26届百万圆桌促进会会长，目前担任台新人寿保险股份有限公司Primer聚富尊荣团队业务总监，保险业从业21年。擅长财税和风险管理领域。毕业于铭传大学会计学系。

Tzu Hao Kuo served as the president of Taishin Life's 26th MDRT Promotion Association in 2024 and was a speaker at the 2023 MDRT Annual Meeting. He graduated from Ming Chuan University with a degree in accounting and is currently business director of the Primer Elite Team at Taishin Life Insurance, bringing 21 years of insurance experience with specialized expertise in financial, tax and risk management.

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翻转寿险销售力，打造你的千万业绩

Transforming sales power: Creating high-value life insurance sales through financial and tax expertise

Tzu Hao Kuo
会议类型：
焦点会议
演讲语言：
普通话
会议日期：
2026 年 6 月 10 日，星期三
开始时间：
9:30
Wednesday, June 10, 2026
Kuo
This is some text inside of a div block.
Asesoría a Clientes
This is some text inside of a div block.
语言：
普通话
No items found.

Kuo shares how to identify client pain points through needs analysis and combine financial and tax knowledge with product portfolio design to transform abstract protection into tangible value. He also teaches tactics to shift from insurance sales to wealth protection and solve problems through expertise rather than sales scripts.

通过需求分析及精准对话找出客户痛点，结合资产负债表的解析洞悉财务黑洞，带你从价值定位到专业提案，从产品销售到提供解决方案。以全新寿险销售思维带你突破现有销售框架，吸引高端客户关注，愿意付费买单，打造千万级成交奇迹。

Ming Hung Lai, RFC

Taichung City
,
,
Taiwan Area
入会总年份：
9
内阁会员荣誉：
3
顶尖会员荣誉：
1

Ming·Hung·Lai，RFC.是现任富亿达保险经纪人的区域经理。他凭借 22 年保险业经验，专精于个人资产继承、配偶与家庭风险管理、遗产分配与传承、税务顾问、信托规划及退休规划。此外，他也致力于推广全人理念的人生，并担任中国台湾无毒世界协会的义务反毒教育讲师。

Ming Hung Lai, RFC, currently serves as district manager at Fueda Insurance Brokerage. With 22 years of experience in the insurance industry, he specializes in personal asset succession, spousal and family wealth management, real estate distribution and inheritance, tax consulting, trust planning and retirement planning. He is also dedicated to promoting the Whole Person life and serves as a volunteer anti-drug education lecturer for the Taiwan Drug-Free Association.

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在漆黑中发誓，构建出我对顶尖会员的愿景

A vow in darkness forged my vision for Top of the Table

Ming Hung Lai, RFC
会议类型：
主场会议
演讲语言：
普通话
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
8:00
Tuesday, June 9, 2026
Lai
This is some text inside of a div block.
Persona Íntegra
This is some text inside of a div block.
语言：
普通话
英语
日语
朝鲜语
西班牙语
泰语
No items found.

In 2018, Lai’s life-altering motorcycle accident resulted in a near-fatal brain injury and permanent blindness in his left eye. Hear how a rediscovered photo from the 2013 MDRT Annual Meeting sparked a powerful reminder of a long-forgotten goal and drove him to overcome despair and embrace challenges anew.

2018 年，Lai 先生遇上一场改变人生的电单车意外，令他的脑部遭受几乎致命的重创，且左眼永久失明。听听他分享一张 2013 年百万圆桌年会的照片是如何唤醒了他尘封已久的目标，令他当头棒喝，走出绝望，迎接每场新挑战。

Panos Leledakis, LUTCF

Miami
,
FL
,
United States
入会总年份：
8
内阁会员荣誉：
7
顶尖会员荣誉：
6

Panos Leledakis, LUTCF, hasbeen in the financial services profession for 25 years and is considered apioneer in the insurance industry. He is an insurance futurist and an expert indigital transformation, artificial intelligence, internet marketing strategies,automation, CRM, virtual and augmented reality, and cutting-edge technologiesin the insurance sector. As the inventor of two innovative software solutionsfor insurance needs analysis and financial planning, Leledakis has earned 11global innovation awards, holds a certification in “AI for Business” from theUniversity of Pennsylvania and is furthering his expertise in artificialintelligence through ongoing studies at MIT.

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Focus Session Power Hour

Panos Leledakis, LUTCF
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
Leledakis
This is some text inside of a div block.
Gestión de Negocios
This is some text inside of a div block.
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.

Jane Lim

Norwest
,
,
Australia
入会总年份：
4
内阁会员荣誉：
0
顶尖会员荣誉：
0

Jane Lim is the founder anddirector of Prosper Financial Planning and has more than 15 years of globalexperience in financial services. She is passionate about helping her clientsbuild financial resilience and achieve financial freedom. Lim holds an MBA fromUNSW, where she received the 2022 Business School Dean’s Award for Service. Shealso holds a Master of Applied Finance from Macquarie University and a Bachelorof Business in financial planning from RMIT.

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Focus Session Power Hour

Jane Lim
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
Lim
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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.

Natchanath Limpichai, BA

,
,
入会总年份：
7
内阁会员荣誉：
顶尖会员荣誉：

Natchanath Limpichai, BA, is a regional manager of Dynamic Group at Chubb Life Assurance Public Co. Ltd. and the founder and CEO of Beyondsynergy, as well as the founder of the Wealthmate application. She has more than 14 years of experience in life insurance and financial planning, with areas of expertise in financial planning, advisor business development and professional standards enhancement. She serves as a committee member and curriculum working group member of GAMA Thailand and is a financial planning speaker for educational institutions. She has received the GAMA Award and the Thailand National Quality Award for professional excellence.

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3 stages of the sales process

Natchanath Limpichai, BA
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
Limpichai
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语言：
泰语
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Limpichai discusses a practical framework that helps sales professionals transition from product presenters to trusted advisors. The focus shifts from sales targets to client goals, emphasizing listening-led conversations, effective questioning and the “feel, felt, found” technique to address concerns. Learn how to turn financial solutions into long-term action plans, strengthen trust after policy delivery and build sustainable referrals through ongoing client engagement.

Mei Hung Lin, CFP

,
,
入会总年份：
10
内阁会员荣誉：
3
顶尖会员荣誉：
2

Lin Mei Hung，CFP，国泰人寿保险股份有限公司独立营销总监，年资27年。绩优出国会员。海外高峰会员。 IDA国际银龙奖。百万圆桌顶尖会员。硕士学历。

Mei Hung Lin, CFP, serves as independent marketing director at Cathay Life Insurance with 27 years of distinguished service. Her achievements include the international trip qualifications for top producers, Overseas Peak membership and the IDA International Silver Dragon Award. Lin holds a master's degree.

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婴儿潮资产配置关键

Baby boomer asset allocation essentials

Mei Hung Lin, CFP
会议类型：
交流区
演讲语言：
普通话
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
14:30
Sunday, June 7, 2026
Lin
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语言：
普通话
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Lin examines five critical pillars of retirement asset management — strategic cash flow planning, health care and long-term care protection, wealth transfer architecture, investment diversification strategies and fraud prevention protocols — that are designed to help baby boomers secure confident retirements and smooth generational transitions.

本演讲将深入探讨资产配置的五大关键：现金流规划、医疗长照保障、财富传承策略、投资风险分散与防诈机制，协助婴儿潮世代稳健退休、安心传承。

Heather Lindsley, LUTCF, RICP

,
,
入会总年份：
11
内阁会员荣誉：
6
顶尖会员荣誉：

Heather Lindsley, LUTCF, RICP, is a financial advisor and the owner of Guided Path Financial Services and Retirement Planning. She began her career in financial planning in 2004 with a captive insurance company and then moved to the independent world in 2013. She considers herself to be a holistic planner, making sure her clients’ entire financial forecasts are considered. She recently achieved MDRT Foundation Excalibur Knight Legion of Honor status and serves as Vice President of the MDRT Foundation Board of Trustees.

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The power of 1

Heather Lindsley, LUTCF, RICP
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：
12:00
Sunday, June 7, 2026
Lindsley
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语言：
英语
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It is possible to have a thriving business as a solo practitioner, Lindsley says. Learn how she maintains organization and a willingness to change so that her clients feel taken care of and motivated to send referrals that grow her business.

Nick Longo, MFP, APFP

Richmond
,
VIC
,
Australia
入会总年份：
9
内阁会员荣誉：
5
顶尖会员荣誉：
0

Nick Longo，MFP、APFP 是 Relevant Financial 的理财规划师和合伙人，通过全面的理财规划和个性化投资策略，帮助个人和家庭实现理财目标。Longo 拥有 20 年金融服务从业经验，专长于财富创造、退休规划和风险管理。

Nick Longo, MFP, APFP, is a financial planner and partner at Relevant Financial, where he helps individuals and families achieve their financial goals through comprehensive financial planning and personalized investment strategies. With 20 years of experience in the financial services profession, Longo specializes in wealth creation, retirement planning and risk management.

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转介绍的力量：构建真正带来成果的影响力中心网络

Referral power: Building a COI network that delivers

Nick Longo, MFP, APFP
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
Tuesday, June 9, 2026
Longo
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Marketing
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语言：
英语
普通话
泰语
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How can you leverage COI partnerships that deliver real business results? Longo offers five proven COI marketing techniques designed to create a consistent pipeline of ideal clients and provides immediately actionable strategies to enhance your referral networks and drive sustained practice growth.

如何利用影响力中心 (COI) 合作关系获得实质性业务成果？Longo 提供五项经过验证的 COI 营销技巧，旨在创建持续稳定的理想客户渠道，并提供可行的策略来增强您的转介绍网络，推动业务持续增长。

Angela Daniela Malagón Beaven, FSCP, CLI

Merida
,
YUC
,
Mexico
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Angela Daniela Malagón Beaven, FSCP, CLI, co-leads a sales team of 140 advisors and three managers at Patrimonia Seguros, a proud commercial partner of Seguros Monterrey New York Life. She has more than 20 years’ experience in the financial services profession and graduated from ITESM with a degree in Business Administration. She is a 2025 MDRT Center for Field Leadership Gold Agency Award recipient

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Panel discussion: Top strategies to attract future MDRT advisors

Angela Daniela Malagón Beaven, FSCP, CLI
会议类型：
全球服务
演讲语言：
英语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
13:30
Monday, June 8, 2026
Malagon Beaven
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语言：
英语
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Every great agency is built on people, but how do you attract them by creating an environment they want to be part of? Financial services leaders share their strategies for enticing and recruiting MDRT-quality advisors.

Guy Mankey

Balgowlah Heights
,
New South Wales
,
Australia
入会总年份：
24
内阁会员荣誉：
18
顶尖会员荣誉：
16

Guy Mankey 自 1979 年售出首张保单以来，毕生致力于探索更优的保险安排、客户与理赔管理方式。多年来，他不单成为澳大利亚、新西兰与亚洲广受欢迎的演讲者，也曾在全球多场百万圆桌会议中分享。

Guy Mankey has dedicated his professional life to discovering better ways to arrange insurance and manage clients and claims since he sold his first policy in 1979. Over the years, he’s not only become a sought-after speaker in Australia, New Zealand and Asia, but has also presented at numerous MDRT meetings around the globe.

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《不，我不能这样做》

No, I can't do that

Guy Mankey
会议类型：
主场会议
演讲语言：
英语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
8:00
Tuesday, June 9, 2026
Mankey
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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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When a client decides to cancel insurance, Mankey says, your answer should always start with, “No, I can't do that.” He explains the importance of those words, the business retained, the claims paid and the lives saved because he said, “No.”

Mankey 指出，当客户决定取消保险时，您的回答应始终以此开头：“不，我不能那样做。”他将解释这句话的重要性——因其“拒绝”才得以保留业务、成本理赔，并挽救生命。

Travis D. Manning, CFP, CLU

Caledonia
,
ON
,
Canada
入会总年份：
17
内阁会员荣誉：
6
顶尖会员荣誉：
2

Travis D. Manning, CFP, CLU, is the president of The Evers Financial Group Inc. and has more than 25 years of financial planning experience in retirement income and estate planning. He studied anthropology, language, software engineering and computer science in post-secondary schools.

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Multigenerational selling: Keeping money in the family

Travis D. Manning, CFP, CLU
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
Manning
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Asesoría a Clientes
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语言：
英语
日语
泰语
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Do you know how to sell to multiple generations of a family, including the keys to understanding each generation and how to convert them all into clients? Manning explains how to do all of that while creating a never-ending list of referrals and a stable income stream for your business.

Alejandro Marquez Espinosa, LCIC

Bogota
,
,
Colombia
入会总年份：
17
内阁会员荣誉：
15
顶尖会员荣誉：
4

Alejandro Márquez Espinosa, LCIC, has 31 years of experience in the financial services profession and proudly leads AME Consulting, a successful wealth management firm that administers an insurance portfolio of more than 9,000 policies.

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Mindset: Motivation and resilience

Alejandro Marquez Espinosa, LCIC
会议类型：
焦点会议
演讲语言：
西班牙语
会议日期：
2026 年 6 月 10 日，星期三
开始时间：
11:00
Wednesday, June 10, 2026
Marquez Espinosa
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Persona Íntegra
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语言：
西班牙语
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Discover the true value of a success-oriented mindset as well as the importance of resilience in leadership. Márquez Espinosa also shares how these qualities are the most powerful invisible assets behind the world's top financial advisors.

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