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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。 

Wei Wang, CFP, RFA

Taipei City
,
,
Taiwan Area
入会总年份：
10
内阁会员荣誉：
3
顶尖会员荣誉：
0

王为，CFP，RFA，2025–2026 百万圆桌中国台湾分会第一副会长。从业 12 年，擅长深耕经营客户，并以专业知识提供全方位的保障规划：包含寿险、医疗保障、退休规划、传承与税务规划。致力于实践全人理念，达成工作与生活的平衡。除了是高阶保险顾问，也带领绩优业务团队（114 年团队 6 人达成 MDRT），同时也是两宝爸、民间社团领导人、运动社团队长与游泳教练。曾于 2021 年百万圆桌线上年会交流区及 2023 年新加坡全球会议焦点会议分享。

Wang Wei, CFP, RFA, has 12 years of industry experience and is committed to the Whole Person concept. He cultivates long-term client relationships by providing comprehensive protection planning based on professional expertise, including life insurance, medical protection, retirement planning, legacy planning and tax planning. He is a senior insurance advisor and leads a high-performing sales team, with six team members achieving MDRT in 2025. He has also served as Local Chair and Area Chair for MCC Zone 7 Chinese Taiwan, was a ConneXion Zone speaker at the 2021 MDRT Virtual Annual Meeting and presented a Focus Session at the 2023 MDRT Global Conference.

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高效成交，达成 MDRT，活出全人生活

High-efficiency closing, achieving MDRT and living a Whole Person life

Wei Wang, CFP, RFA
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：
11:00
Wednesday, June 10, 2026
Wang
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Marketing
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语言：
普通话
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Wang shares how to achieve high-efficiency closing, use professional planning to ensure clients have adequate protection and efficiently accomplish your MDRT goals.He reveals the Closing Formula, the Annual Income Formula, the Medical Pyramid Technique and the Fivefold Medical Protection Formula — techniques that help clients recognize the value and purchase sufficient coverage. Quality service brings referrals, and the Whole Person concept provides lasting motivation.

分享如何做到高效率成交，运用专业规划足额保障，进而高效率地完成 MDRT 目标。演讲中会介绍：成交方程式、年薪方程式、医疗金字塔技巧，以及医疗五倍保障方程式等技巧，使客户认同并投保充足保障。良好服务带来转介绍，全人理念提供持久动力。

Cynthia Siew Leng Wee

,
,
入会总年份：
10
内阁会员荣誉：
1
顶尖会员荣誉：

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

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
Wee
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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.

Helen Jayne West, APFS

Plymouth
,
,
United Kingdom
入会总年份：
27
内阁会员荣誉：
15
顶尖会员荣誉：
9

Helen Jayne West，APFS 在金融服务行业从业 36 年，其中 23 年担任自己公司的首席董事。West 致力于终身学习，获得了多项额外资格认证，并参与战略教练项目近20 年。她认为，每天抽出时间专注于目标并有意识地去实现它们，同时记录每一点进步，以此不断提升，创造更美好的未来生活。

‍

Helen Jayne West, APFS, hasbeen in the financial services profession for 36 years, owning and running herown company as the principal director for 23 years. Committed to lifelonglearning, West has earned many additional qualifications and has participatedin the Strategic Coach program for nearly 20 years. She believes that by takingtime each day to focus on your goals and being intentional about them, alongwith making a note of any improvements, you are programming your brain for abetter life in the future.

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焦点会议“能量一小时”

Focus Session Power Hour

Helen Jayne West, APFS
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
West
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Gestión de Negocios
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语言：
英语
日语
普通话
泰语
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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.

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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Donald F. White Jr., CLU, ChFC

,
,
入会总年份：
37
内阁会员荣誉：
36
顶尖会员荣誉：
25

Donald F. White Jr., CLU, ChFC, is the founder of Treasure Coast Financial. After 25 years, he sold his interest to his successors to focus on his foundation as well as his passions of writing, speaking and teaching. He is author of the award-winning book, “Always End with the Beginning in Mind: How Firms Remain Great After the Founder Exits” as well as two audio books, “Building a Great Business” and “Legacy Planning.” White has spoken in more than 30 countries, including at many MDRT events, is a former MDRT Foundation trustee and a Legion of Honor Excalibur Knight of the MDRT Foundation.

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Living on the edge of your next commission

Donald F. White Jr., CLU, ChFC
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：
16:00
Sunday, June 7, 2026
White Jr.
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语言：
英语
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Unless you create a strategy to the contrary, your level of expenses will always rise to your level of income, White says. He identifies the five fundamentals of wealth creation to help ensure your success brings prosperity and gratitude rather than a never-ending cycle of accumulation and cost.

Paige Williams

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

Paige Williams is a leadership coach, best-selling author and founder of The Creative Keys, a framework helping leaders grow with courage, clarity and aligned action. She specializes in creative leadership, emotional intelligence and sustainable growth.

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Creative leadership: The courage to lead differently

Paige Williams
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：
15:00
Tuesday, June 9, 2026
Williams
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语言：
英语
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Do you want to inspire your teams, navigate change with confidence and develop MDRT-ready advisors — without burning out? Discover a transformational framework for developing courageous, purpose-driven leaders and uncovering your own unique leadership superpowers and growth edges.

Glen Alexander Winata

Jakarta Selatan
,
,
Indonesia
入会总年份：
13
内阁会员荣誉：
2
顶尖会员荣誉：
0

Glen Alexander Winata is a financial advisor with more than a decade of consistent performance. He is dedicated to helping individuals and families build secure futures through long-term, trust-based relationships. In 2014, he received Indonesia’s Top Agent Award from AAJI, placing third nationwide in number of cases. Winata has spoken at national and international events, sharing his experiences in client service, growth and personal branding, an area he continues to explore and develop in his journey as a financial professional.

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Why do they buy from me? Turning friends into clients through social media

Glen Alexander Winata
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
Winata
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Marketing
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语言：
英语
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After Winata consistently showed up on Instagram with fun, educational and authentic content, people started reaching out to him, and many were old friends and acquaintances he hadn’t spoken to in years. Learn how he built a personal brand without going viral and how to shift from chasing to attracting, create trust-building content, stay consistent and turn social media into your long-term, silent salesman.

Wong Wing Suet Rachael, CFP

,
,
入会总年份：
6
内阁会员荣誉：
2
顶尖会员荣誉：

Wong Wing Suet Rachael, CFP, is an agency director at FWD Hong Kong and has been in the financial services profession for eight years. As a young leader and a producer, Wong Wing Suet Rachael specializes in comprehensive financial planning for professionals and has received many awards for her accomplishments. She is also an active MDRT member in the MCC Division and has spoken at MDRT Day events as well as the MDRT Global Conference.

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Systematic approach to coach your teammates to build an MDRT agency

Wong Wing Suet Rachael, CFP
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：
16:30
Sunday, June 7, 2026
Wong Wing Suet Rachael
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This is some text inside of a div block.
语言：
英语
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Many leaders are very good at their own production but struggle when it comes to coaching their teammates toward MDRT qualification. Wong Wing Suet Rachael explains how she has applied her experience as an elite athlete to formulate a coaching system that creates replicable success for her team.

Yu Hsuan Wu

,
,
入会总年份：
6
内阁会员荣誉：
4
顶尖会员荣誉：

Wu Yu Hsuan，富邦人寿业务主管，年资七年，专注于高资产企业主市场，以专业规划与长期承诺，协助客户进行资产管理与跨世代传承。拥有大学学位背景。

Yu Hsuan Wu serves as business manager at Fubon Life Insurance with seven years of industry experience. She focuses exclusively on high-net-worth business owners, delivering sophisticated asset management and intergenerational wealth transfer solutions. Wu holds a bachelor's degree.

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入行六年：达成四次内阁会员

4 Court of the Table qualifications in 6 years

Yu Hsuan Wu
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：
12:30
Sunday, June 7, 2026
Wu
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语言：
普通话
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Wu reveals how strategic prospecting, referral cultivation and five core dialogue principles — action, accountability, learning, courage and integrity — enabled her to achieve four Court of the Table qualifications in six years. Learn her practical approaches for building unshakeable client trust and creating sustainable practice growth.

通过精准开发、转介绍与“行动、承担、学习、勇气、诚信”五大对话策略，六年四度达成内阁会员，协助会员建立客户信任，实现可持续发展。

Yan Kit Ying Albee

,
,
入会总年份：
5
内阁会员荣誉：
2
顶尖会员荣誉：

Yan Kit Ying Albee，个人品牌理论的研习者和成功实践者。过去三年成功实现了利用社交媒体变现150位陌生客户，并与他们深度连接。

Yan Kit Ying Albee is both a researcher and practitioner of personal branding methodology. Over the past three years, she has successfully monetized relationships with 150 previously unknown prospects through social media, establishing deep and lasting connections.

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社交媒体时代的个人品牌决胜术

Personal branding mastery in the social media era

Yan Kit Ying Albee
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：
12:00
Sunday, June 7, 2026
Yan Kit Ying Albee
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语言：
普通话
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Learn how to transform your professional expertise into compelling social media influence that attracts premium clients organically. Yan Kit Ying Albee explains how to master strategic personal brand positioning and value-driven content creation techniques while building authentic trust pathways that convert engagement into meaningful client conversations.

学习将专业价值转化为社交媒体品牌影响力，吸引优质客户主动连接。掌握个人品牌定位公式与价值可视化内容创作，建立从点赞到私信的信任转化路径。

Hui Wen Yang, AAMS

,
,
入会总年份：
10
内阁会员荣誉：
3
顶尖会员荣誉：
1

Yang Hui Wen，永旭保险经纪人资深副总，从事金融保险12年，从事税务服务业16年，擅长遗产税申报与财富传承规划，过去在国泰人寿保险股份有限公司担任资深营销总监从业10年，经济系与会计系学位。

Hui Wen Yang serves as senior vice president at Yung Shiu Insurance Broker, combining 12 years in financial insurance with 16 years of tax services expertise. She specializes in estate tax compliance and sophisticated wealth transfer strategies. Yang previously spent a decade as senior marketing director at Cathay Life Insurance and holds degrees in both economics and accounting.

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灵堂外三个孩子三个律师

3 children, 3 lawyers, 1 funeral

Hui Wen Yang, AAMS
会议类型：
交流区
演讲语言：
普通话
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
12:00
Tuesday, June 9, 2026
Yang
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语言：
普通话
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Through the compelling true story of three feuding heirs and three lawyers outside a funeral home, Yang examines the critical professional value of comprehensive legacy planning. Explore how thoughtful succession design transforms potential family conflict into harmonious wealth transition that honors lasting love.

以“灵堂外三个孩子三个律师”的真实案例，探讨传承规划的专业价值。理解传承设计的重要性，让爱圆满而非纷争。

Abraham F. Zaarour

Byblos
,
Jbeil
,
Lebanon
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Abraham F. Zaarour is a distinguished financial advisor and trainer with more than 30 years of experience across the U.S. and Middle East. He began his career at Prudential Securities and Wells Fargo Bank before joining Standard Chartered Bank in Dubai. He took on a pivotal role at NASCO Middle East, where he established and led their wealth management and life insurance department. Since 2007, Zaarour has facilitated, designed and delivered courses in sales and soft skills for global institutions across several industries. His training courses focus on consultancy selling and management skills for financial organizations in Europe and the Middle East.

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Consulting mastery

Abraham F. Zaarour
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
Monday, June 8, 2026
Zaarour
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Asesoría a Clientes
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语言：
英语
朝鲜语
西班牙语
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How can you conduct a perfect, client-centered financial consultancy session? Zaarour shares the three essential pillars of his system: LIKE, focusing on building rapport and creating a comfortable environment; TRUST, involving demonstrating credibility, transparency and integrity through the "9-Door Corridor," ensuring clients feel confident in the guidance provided; and VALUE, emphasizing delivering tailored insights, actionable strategies and measurable outcomes.

France Zaguirre

,
,
入会总年份：
8
内阁会员荣誉：
1
顶尖会员荣誉：

France Zaguirre is an associate director who has more than 10 years of experience in financial services as well as a strong background in the service industry. He has built a substantial social media presence, with more than 25,000 followers across various platforms, and has received multiple awards for his outstanding service. He completed the Accelerated Management Program at the National University of Singapore to enhance his leadership and professional skills and has spoken at numerous companies and industry events worldwide, sharing his inspiring story and insights.

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How to sustain MDRT success each year via social media marketing

France Zaguirre
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：
14:00
Tuesday, June 9, 2026
Zaguirre
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This is some text inside of a div block.
语言：
英语
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Can you consistently add value to existing clients without regular in-person meetings? France uncovers social media best practices and strategies to generate new business without hard selling, ensuring your calendar for next week is full without making appointment calls.

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