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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。 

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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From selling to advising: The key to premium clients

Katarzyna Pilczuk
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：
14:30
June 7, 2026 2:30 PM
Pilczuk
语言：
英语
No items found.

Pilczuk shares her proven needs analysis conversation method based on the 20/80 principle: Her client speaks 80% of the time, and she speaks only 20%. By asking the right questions, she guides the client to create their own solution, avoid objections and choose higher premiums.

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
June 8, 2026 1:30 PM
Pisano
语言：
西班牙语
No items found.

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
June 10, 2026 11:00 AM
Plitin-Tamaviciene
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.

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：
2026 年 6 月 8 日，星期一
开始时间：
8:00
June 8, 2026 8:00 AM
Pollock
语言：
英语
日语
朝鲜语
普通话
西班牙语
泰语
No items found.

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

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,
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
June 7, 2026 12:30 PM
Pourlidas
语言：
英语
No items found.

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.

Plabita Priyadarshi

Mumbai
,
,
India
入会总年份：
14
内阁会员荣誉：
14
顶尖会员荣誉：
6

Plabita Priyadarshi is chief advisor at Kotak Life Insurance Company Ltd. and has been in the financial services profession for 21 years, specializing in annuities and mutual funds. Priyadarshi is an active MDRT member and has received numerous awards for her accomplishments, such as being named Topmost Advisor at her company since 2005 and as one of the top 100 women in finance by the Association of International Wealth Management of India.

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Panel discussion: Study group your way to success

Plabita Priyadarshi
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 6 月 10 日，星期三
开始时间：
11:00
June 10, 2026 11:00 AM
Priyadarshi
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.

Marc Randolph

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

Marc Randolph 是一位资深硅谷企业家、顾问兼投资者。作为 Netflix 的联合创始人兼初任首席执行官，正是他铺设的基础孕育出这如今坐拥逾 2.75 亿订阅用户的服务平台，让全球媒体内容体验方式掀起巨变。Randolph 曾创办或参与成立另外六家初创企业，全部都发展得相当顺利；他还曾指导处于创业初期的数百位企业家，以及协助成立数十家大获成功的创科创投基金。他著有全球畅销回忆录《复盘网飞：从一个点子到商业传奇》(That Will Never Work: The Birth of Netflix and the Amazing Life of an Idea)，同时也是苹果 10 大播客《That Will Never Work》的主持人。

Marc Randolph is a veteran Silicon Valley entrepreneur, advisor and investor. As co-founder and first CEO of Netflix, he laid much of the groundwork for a service that’s grown to more than 275 million subscribers, fundamentally altering how the world experiences media. Randolph has founded or co-founded six other successful startups, mentored hundreds of early-stage entrepreneurs and helped seed dozens of successful tech ventures. He is the author of the international bestseller memoir, “That Will Never Work: The Birth of Netflix and the Amazing Life of an Idea,” and host of the top 10 Apple podcast “That Will Never Work.”

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主场会议对话

Main Platform Conversations

Marc Randolph
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
June 9, 2026 8:00 AM
Randolph
语言：
英语
日语
朝鲜语
普通话
西班牙语
泰语
No items found.

Do you want to be an innovator who makes real, impactful change in the world and in your community? In this intimate "fireside chat" session as part of Main Platform Conversations, Marc Randolph, the co-founder and first CEO of Netflix, sits down with Kevin Miller, a veteran researcher of human potential, to discuss Randolph's numerous successful innovations and how to turn revolutionary ideas into meaningful action.

‍

您渴望成为创新者，在全世界及您所在的社群中，创造具有影响力的真正变革吗？在这场作为主场会议对话一部分的“炉边密话”中，Netflix 联合创始人兼第一首席执行官 Marc Randolph，将与人类潜能资深研究者 Kevin Miller 一起探讨 Randolph 的无数成功创新经验，以及如何将革命性的想法转化为具有实质影响的行动。

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Ana Sofia Rodriguez, MBA

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,
入会总年份：
21
内阁会员荣誉：
6
顶尖会员荣誉：

Ana Sofía Rodríguez, MBA, is the associate director of Grupo Inversiones en Seguros, representing the second generation in the brokerage firm founded by her parents 46 years ago. Rodríguez is currently the Chair of the MDRT Academy Global Task Force, where she works with volunteers around the world to strengthen the Academy’s impact and support emerging advisors. She has been an active MDRT volunteer for many years, and she often gives presentations on topics such as personal image, brand promotion, digital marketing and asset protection.

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The secrets of MDRT members’ success

Ana Sofia Rodriguez, MBA
会议类型：
MDRT Academy 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：
13:30
June 8, 2026 1:30 PM
Rodriguez
语言：
英语
西班牙语
No items found.

What are the unique habits of long-term MDRT members that ensure their continued success and MDRT qualification? At this session just for MDRT Academy members, Court of the Table and Top of the Table qualifiers share the routines and processes — including handling rejection, time management, collaboration and more — that have been instrumental to their personal and professional achievement.

Ana Sofia Rodriguez, MBA; Tim Daniel Clairmont, MSFS, LACP; Travis Hamilton; Brandon J. Wellman, CFP, RICP

,
,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Ana Sofía Rodríguez, MBA, is the associate director of Grupo Inversiones en Seguros, representing the second generation in the brokerage firm founded by her parents 46 years ago. Rodríguez is currently the Chair of the MDRT Academy Global Task Force, where she works with volunteers around the world to strengthen the Academy’s impact and support emerging advisors. She has been an active MDRT volunteer for many years, and she often gives presentations on topics such as personal image, brand promotion, digital marketing and asset protection.

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.

Travis Hamilton is a financial advisor and business owner with 15 years of experience in the profession. As managing director of Plan B Financial Services, he specializes in life and health insurance and has recently expanded into investment advice. Hamilton is MDRT’s MCC Zone 13 Country Chair-Oceania, has served on the MDRT Academy Task Force and was the recipient of the Emerging Leadership Award from AIA NZ in 2024. He is a chartered member of the Institute of Directors and holds a Bachelor of Commerce in finance and economics.

Brandon J. Wellman, CFP, RICP, is a financial planner who specializes in comprehensive financial planning services. An educator at heart, Wellman enjoys helping clients understand their investment options and develop plans to reach their financial goals. He has been with Prudential since 2011 and is active in his community and as an MDRT volunteer, serving as a member of the MDRT Academy’s North American Task Force and the Community Leaders Committee for the United States.

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The secrets of MDRT members’ success

Ana Sofia Rodriguez, MBA; Tim Daniel Clairmont, MSFS, LACP; Travis Hamilton; Brandon J. Wellman, CFP, RICP
会议类型：
MDRT Academy 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：
13:30
June 8, 2026 1:30 PM
Rodriguez
语言：
英语
西班牙语
No items found.

What are the unique habits of long-term MDRT members that ensure their continued success and MDRT qualification? At this session just for MDRT Academy members, Court of the Table and Top of the Table qualifiers share the routines and processes — including handling rejection, time management, collaboration and more — that have been instrumental to their personal and professional achievement.

Ted Rusinoff

Stow
,
OH
,
United States
入会总年份：
19
内阁会员荣誉：
15
顶尖会员荣誉：
14

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

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

Ted Rusinoff
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
13:30
June 9, 2026 1:30 PM
Rusinoff
语言：
英语
日语
朝鲜语
No items found.

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

Ariadna Salazar Leon

,
,
入会总年份：
11
内阁会员荣誉：
6
顶尖会员荣誉：

Ariadna Salazar Leon has been an advisor in the financial industry for more than a decade, specializing in life and health insurance. In addition to her successful professional career, Salazar Leon co-authored the book "Eternity in a Conversation," hosts her own finance podcast and publishes content on her blog.

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Team and time management as factors for success

Ariadna Salazar Leon
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：
13:00
June 9, 2026 1:00 PM
Salazar Leon
语言：
西班牙语
No items found.

Salazar Leon shares how she built a high-performance team — from recruitment to motivation — that allows her to focus on her greatest strength: being in front of the client. She explains how her time management philosophy has helped her achieve her goals, travel and enjoy her career without burning out.

Supaporn Samsittichok

Bangkok
,
,
Thailand
入会总年份：
13
内阁会员荣誉：
11
顶尖会员荣誉：
2

Supaporn Samsittichok earned her bachelor’s degree in human resource management before beginning her career while simultaneously working as a life insurance agent with AIA for five years. She later transitioned to full-time agency work, accumulating 16 years of experience in the life insurance profession. She specializes in sales, service and planning employee benefits in health, critical illness, legacy and retirement. Throughout her career, she has received the National Quality Agent Award as well as the company’s Thailand of the Year distinction for many consecutive years to the present.

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From top performance to Top of the Table

Supaporn Samsittichok
会议类型：
焦点会议
演讲语言：
泰语
会议日期：
2026 年 6 月 10 日，星期三
开始时间：
11:00
June 10, 2026 11:00 AM
Samsittichok
语言：
泰语
No items found.

Building a market begins with asking who to sell to, what to sell, where to sell and how to sell. Samsittichok explains how this approach, along with daily client meetings that maintain and strengthen relationships and create trust-building activities, can increase your consistency, productivity and referability.

Nattakun Sandesh, CFP

,
,
入会总年份：
5
内阁会员荣誉：
1
顶尖会员荣誉：

Nattakun Sandesh, CFP, is a financial planner with extensive hands-on experience in delivering structured financial advisory services. He has developed more than 500 comprehensive financial plans for a diverse client base, including corporate employees, government officers, executives and business owners. His expertise focuses on transforming financial plans into actionable strategies clients can implement through a six-step financial planning process, from relationship building and data analysis to plan presentation and ongoing review. He emphasizes trust-building, insightful questioning and long-term client care to cultivate sustainable relationships, professional credibility and natural client referrals over time.

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Sales techniques through financial plans

Nattakun Sandesh, CFP
会议类型：
交流区
演讲语言：
泰语
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
12:30
June 7, 2026 12:30 PM
Sandesh
语言：
泰语
No items found.

Sandesh shares his six-step financial planning technique, from relationship building and data gathering to analysis using the financial pyramid. The approach emphasizes open-ended questioning, starting with expenses to encourage dialogue and closing without pressure through clear action plans. Learn how to use yes–yes choices, document client responses, and conduct annual reviews to support confident decisions and long-term, trust-based client relationships.

Rodrigo Santana Leiva

,
,
入会总年份：
7
内阁会员荣誉：
2
顶尖会员荣誉：

Rodrigo Santana Leiva entered the financial services industry in 2018 after failing to find professional development or growth in traditional jobs. Thanks to his outstanding performance in the life and health insurance fields, where he has specialized since the beginning of his career, he has received several awards from his company, GNP, where he also serves on the advisory board. In 2019, he opened his own firm, an extension of the family business in wealth protection started by his father, thereby consolidating his success and growth, as well as a solid specialization in personal lines.

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Sell easily, sell naturally

Rodrigo Santana Leiva
会议类型：
交流区
演讲语言：
西班牙语
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
16:30
June 7, 2026 4:30 PM
Santana Leiva
语言：
西班牙语
No items found.

Santana Leiva shares how to sell insurance authentically and without pressure. “Sell easily, sell naturally” is a practical guide to building trust, empathy and genuine relationships with clients. Discover how to turn everyday conversations into sales opportunities without forcing the process and staying true to your style.

Dandapani Satgunasingam

Nosara
,
Guanacaste
,
Costa Rica
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Dandapani Satgunasingam 是印度教祭司、企业家，也曾当过十年的修行僧侣。获得电机工程学位后，他舍弃世俗生活，受戒为僧，展开严格的个人修行与心灵训练。如今，Satgunasingam 致力于传授历久弥新的自我掌控之道，助人培养坚定专注力并实践意向明确的生活。其 TEDx 演讲累积超 700 万次观看，教学触及 120 多个国家/地区的数万学子，所开发应用程序更获超 14 万次下载。

Dandapani Satgunasingam is a Hindu priest, entrepreneur and former monk of 10 years. After earning a degree in electrical engineering, he left it all behind to embrace a life of rigorous personal discipline and spiritual training as an ordained monk. Today, Satgunasingam’s mission is to empower people with timeless tools for self-mastery, helping them cultivate unwavering focus and live with intention. His TEDx talk has garnered more than 7 million views, his teachings have reached tens of thousands of students across more than 120 countries, and his app has been downloaded more than 140,000 times.

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活出以目的为本的人生

Living a purpose-focused life

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

How can you bring clarity to your priorities and focus your energy on what matters most? Satgunasingam shares a four-step framework to define your purpose and transform the way you invest in what’s most important to you.

如何为优先要务缔造清晰认知，集中精力应付最重要的事物？Satgunasingam 将分享四步框架，助您定义自身使命，改变您为最重要事物投资心血的方式。

Manabu Satou

Tokyo
,
,
Japan
入会总年份：
10
内阁会员荣誉：
6
顶尖会员荣誉：

Manabu Satou joined Sony Life Insurance Company in 2013. Ninety-nine percent of his business are individuals, and nearly all come from referrals. He is one of the leading producers in his company in terms of the amount of protection.

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The referrals born from sharing my life’s story

Manabu Satou
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：
12:30
June 8, 2026 12:30 PM
Satou
语言：
日语
No items found.

It is important to communicate the risks of not investing and the risk of asset depletion due to longevity. Satao discusses how awareness and empathy result in natural referrals and recommendations because clients want to share the good experiences they had with their loved ones and friends. Referrals are not something you ask for, but something that spreads from the heartfelt desire to protect those you care about.

Nicolás Scalerandi

,
,
入会总年份：
2
内阁会员荣誉：
2
顶尖会员荣誉：
1

Nicolás Scalerandi is the CEO of Grupo BESTLIFE, a successful third-generation company within the insurance industry. As a professional advisor, he specializes in asset protection, commercial leadership, and memorable client service. Scalerandi volunteers and acts as an ambassador for Pequeños Pasos USA, a nonprofit organization dedicated to improving the lives of vulnerable families.

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The family legacy: Being memorable

Nicolás Scalerandi
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：
13:30
June 9, 2026 1:30 PM
Scalerandi
语言：
西班牙语
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How can you transform your daily activities into a professional and personal legacy that transcends generations? Scalerandi shares, through his own story, the real impact of policies, the profession's true purpose and how, through memorable client interactions, he has built a community that recommends him across generations.

Paresh B. Shah, CFP

Jericho
,
NY
,
United States
入会总年份：
19
内阁会员荣誉：
14
顶尖会员荣誉：
7

Paresh B. Shah, CFP, is themanaging principal for PareShah Partners and CEO of Merkkuri Wealth Advisors.As a wealth strategist for the past 30 years, Shah helps individuals andbusinesses create innovative financial strategies that protect today and buildfor tomorrow. He specializes in pension and profit-sharing, asset protection,estate planning and business succession planning, and co-hosted the talk show“Money & Prosperity.” His professionalism and active service in thecommunity, including his support of many charitable organizations, make him atrusted advisor within the financial services profession.

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Focus Session Power Hour

Paresh B. Shah, 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
June 10, 2026 11:00 AM
Shah
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.

Howard E. Sharfman

Chicago
,
IL
,
United States
入会总年份：
31
内阁会员荣誉：
28
顶尖会员荣誉：
27

Howard E. Sharfman 现任 NFP Insurance Solutions 高级董事总经理，专注于为富裕家庭、企业家和高管提供复杂的财富传承和保险规划服务。作为 FinFit Life 的创始人兼首席执行官，Sharfman 领导着一场致力于促进财务与身体双重健康的全国性运动，愿景是赋能数千名顾问，为全球数十万客户提供保险服务。Sharfman 被《福布斯》评为伊利诺伊州排名第一、全美排名第七的金融安全专家。三十多年来，他一直为超高净值家庭提供咨询服务、指导精英顾问并领导创新型企业。

Howard E. Sharfman currently serves as senior managing director at NFP Insurance Solutions, where he specializes in complex wealth transfer and insurance planning for affluent families, entrepreneurs and executives. As the founder and CEO of FinFit Life, Sharfman leads a national movement dedicated to promoting both financial and physical wellness, with a vision of empowering thousands of advisors and insuring hundreds of thousands of clients worldwide. Ranked by Forbes as the No. 1 financial security professional in Illinois and No. 7 in the U.S., Sharfman has dedicated more than three decades to advising ultra-high-net-worth families, mentoring elite advisors and leading innovative firms.

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攀登巅峰：助力您发展、领导和守护未来业务的实战策略

Climbing to the top: Proven strategies to grow, lead and future-proof your practice

Howard E. Sharfman
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
13:30
June 8, 2026 1:30 PM
Sharfman
语言：
英语
普通话
泰语
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Sharfman explains how to leverage AI and social media, craft effective succession plans, recruit the next generation of advisors, drive consistent referrals and host impactful events. Your takeaway: a step-by-step action plan for predictable growth, stronger relationships and a lasting legacy.

Sharfman 将深入讲解如何善用人工智能和社交媒体、制定有效的传承计划、招募新生代顾问、持续获得客户转介绍，以及举办具有影响力的活动。您将获得：一套分步实施的行动方案，助力您实现可预期的增长，建立更稳固的客户关系，并留下长久的财富。

Ung Hee Shin

Gyeonggi-do
,
,
Republic of Korea
入会总年份：
11
内阁会员荣誉：
4
顶尖会员荣誉：
0

Ung Hee Shin is a regional manager at Incar Financial Service and the CEO of Korea Financial Planning. Shin holds the Associate Financial Planner Korea (AFPK) designation and specializes in retirement planning and financial consulting.

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Retirement planning through past, present and future

Ung Hee Shin
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：
13:30
June 8, 2026 1:30 PM
Shin
语言：
朝鲜语
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Shin examines the evolution of pension systems from the Bismarck era and explores retirement planning consultation methods that reflect current economic and financial situations and changes in the AI era. He also uncovers effective storytelling techniques that leverage historical context and future outlook.

Gail Singh, FCCA, FSCP

Tunapuna
,
,
Trinidad and Tobago
入会总年份：
14
内阁会员荣誉：
0
顶尖会员荣誉：
0

Gail Singh, FCCA, FSCP, is a financial strategist and chief executive officer of GMS Associates International Ltd. (incorporated with Guardian Life of the Caribbean Ltd). With more than 30 years of experience in auditing, accounting and finance, Singh is a certified chartered accountant, a certified quality manager, project management professional and a chartered insurance agency manager. She has received awards for Leadership in Quality Excellence and Outstanding Financial Strategy. Passionate about financial empowerment, Singh is dedicated to helping individuals and organizations pivot with purpose, plan strategically and achieve lasting success.

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Panel discussion: Study group your way to success

Gail Singh, FCCA, FSCP
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 6 月 10 日，星期三
开始时间：
11:00
June 10, 2026 11:00 AM
Singh
语言：
英语
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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.

Voraseth Sinsophonphong

Pathumthani
,
,
Thailand
入会总年份：
11
内阁会员荣誉：
7
顶尖会员荣誉：
2

Voraseth Sinsophonphong is a financial advisor and life insurance agent with extensive experience in the banking industry, beginning his career as a marketing officer before advancing to the position of bank manager within ten years. He later transitioned into full-time financial advisory work and has spent twelve years in the profession. He specializes in holistic financial planning, particularly investment planning. His achievements include top company awards such as Highest Premium, Second Place in Unit-Linked Premium, and the Top of the Year recognition for highest protection coverage at the agent level.

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Reaching HNW clients via referrals and engagement

Voraseth Sinsophonphong
会议类型：
焦点会议
演讲语言：
泰语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
15:00
June 9, 2026 3:00 PM
Sinsophonphong
语言：
泰语
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The transition to HNW clients does not come from chasing connections, Sinsophonphong says, but from taking exceptional care of existing small clients. Growth begins with the foundation already in place and continues steadily through meaningful referrals and engagement built on strong, lasting client relationships. He explains how genuine and consistent service creates trust, and how that trust becomes the key that opens the door to the HNW market.

Paweł F. Skotnicki

Warsaw
,
,
Poland
入会总年份：
11
内阁会员荣誉：
5
顶尖会员荣誉：
1

Paweł F. Skotnicki 现任分区 10（欧洲）MCC 百万圆桌全国主席，也是畅销书《在牛奶倾洒之前》(Before the Milk Spills) 的作者。他也出版过多本金融主题的电子书，包括《您的传承——遗产规划入门》(Your Legacy — An Introduction to Estate Planning) 与《儿童理财教育》(Financial Education for Children)，并曾在众多百万圆桌活动及全球保险会议上演讲。

Paweł F. Skotnicki is the current MDRT Country Chair for MCC, Zone 10 Europe, and is the author of the bestseller “Before the Milk Spills.” He has also published several financial e-books, including “Your Legacy — An Introduction to Estate Planning” and “Financial Education for Children,” and has spoken at various MDRT events as well as many insurance conferences around the world.

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《每次会面获得三项转介绍》

3 referrals from every meeting

Paweł F. Skotnicki
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
June 9, 2026 8:00 AM
Skotnicki
语言：
英语
日语
朝鲜语
普通话
西班牙语
泰语
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What if every policy delivery included a group of trusted people who clients encouraged you to contact? Skotnicki shares how his comprehensive binder, and the service contract within, creates client trust and understanding that help strengthen relationships and expand his practice.

如果每次保单交付都伴随着一群客户鼓励您联系的可信人选，那会如何？Skotnicki 将分享他如何通过全方位文件册及其中的服务合约，以建立客户信任与理解，从而巩固关系并扩大事业版图。

Tomas Skvarenina

,
,
入会总年份：
17
内阁会员荣誉：
17
顶尖会员荣誉：
8

Tomas Skvarenina is a partner at Partners Group SK, an independent financial advisory company. With more than 24 years of experience in the financial services profession, Skvarenina has developed expertise not only in advising clients but in leading and developing advisory teams. He leads approximately 250 people across Slovakia, Bulgaria, Romania and China. His global and cross-cultural leadership roles allow him to offer insights for financial advisors working in diverse environments while empowering the next generation of financial leaders to build lasting, impactful teams that deliver for clients, teams and themselves.

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From 0 to 50 people within 5 years

Tomas Skvarenina
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：
13:30
June 8, 2026 1:30 PM
Skvarenina
语言：
英语
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How can you develop the new generation of financial advisors and create passive income opportunities? Skvarenina shares seven key principles to successfully build your team: knowledge, image, activities, regularity, competitiveness, passion and influencing your environment.

Aneta Sobol

,
,
入会总年份：
5
内阁会员荣誉：
顶尖会员荣誉：

Aneta Sobol is a financial advisor at Allianz, where she specializes in life and health insurance and provides top-quality client experiences for individuals and entrepreneurs. She regularly publishes articles in insurance industry media, helped co-organize the MDRT Day Poland in 2023 and 2025, and actively participates in Poland’s first MDRT book club, discussing business literature and translating its ideas into the insurance world.

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How to improve the client experience when selling life insurance

Aneta Sobol
会议类型：
交流区
演讲语言：
英语
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
15:00
June 7, 2026 3:00 PM
Sobol
语言：
英语
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In the Michelin restaurant standard, every detail matters, and the guest leaves feeling valued. Sobol shows how, through in-person meetings, personalized solutions, post-sale service and more, you can create relationships that make clients feel special, respected and secure about their future.

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