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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。 

Christopher Lynn Stark, FICP, CLTC

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内阁会员荣誉：
顶尖会员荣誉：

Christopher Stark, FICF, CLTC, has been a general agent with the Knights of Columbus for 12 years. He manages a large agency, with his 15 agents serving 17,000 clients. Stark is a founding member of the MDRT Center for Field Leadership and has earned a Culture of Excellence Award each year.

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Panel discussion: How the MDRT Family of Brands can be a resource in each phase of your professional journey

Christopher Lynn Stark, FICP, CLTC
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：
13:00
Sunday, June 22, 2025
Stark
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Gestión de Negocios
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语言：
英语
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In case you missed it, the MDRT family has grown. Discover how the MDRT Academy (designed to help advisors advance to the level of MDRT qualification) and the MDRT Center for Field Leadership (providing resources for field and home office leaders) can help you and other advisors learn and grow at every career stage.

Christopher Lynn Stark, FICF, CLTC

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入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Christopher Lynn Stark, FICF, CLTC, has been in the financial services profession for 11 years, serving as a general agent for eight years. He manages 16 field agents, specializes in recruiting and training his team, and received the MDRT Culture of Excellence Platinum Agency Award in 2024.

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MDRT Center Speaks: Converting your advisors to MDRT using data and empathy

Christopher Lynn Stark, FICF, CLTC
会议类型：
全球服务
演讲语言：
英语
会议日期：
2025 年 6 月 24 日，星期二
开始时间：
15:00
Tuesday, June 24, 2025
Stark
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语言：
英语
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Do you want to use data to drive decisions and goals as well as enhance your leadership through emotional intelligence? This rapid-fire session explores essential steps to these important factors for productivity and connection while driving more of your team members to qualify for MDRT.

Junghun Suh

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入会总年份：
12
内阁会员荣誉：
顶尖会员荣誉：

Junghun Suh currently serves as a sales manager at Shinhan Life and has been working in the insurance profession for 16 years. He is considered an expert in guarantee-type insurance.

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Mind Control

Junghun Suh
会议类型：
焦点会议
演讲语言：
朝鲜语
会议日期：
2025 年 6 月 25 日，星期三
开始时间：
11:00
Wednesday, June 25, 2025
Suh
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语言：
朝鲜语
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This is a story about how to cope with moments of risk and the true value and importance of insurance, realized through the illness experienced by a veteran FC with 17 years of experience. Suh explains why now is the time to reflect on the meaning of insurance that truly protects the lives of clients, not just selling products, and to learn how to truly approach clients.

Thanan Sukreepirom, FChFP, AChFP

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入会总年份：
5
内阁会员荣誉：
1
顶尖会员荣誉：

Thanan Sukreepirom is a seasoned financial advisor at Samsung Life Insurance with five years of experience in financial services, specializing in financial planning and business management. Previously a product manager at Kasikornbank, Sukreepirom holds a master’s degree in international business as well as other financial certificates, bringing expertise and passion to every engagement.

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Attracting new prospects remotely and achieving a 100% deal closure rate

Thanan Sukreepirom, FChFP, AChFP
会议类型：
交流区
演讲语言：
泰语
会议日期：
2025 年 6 月 22 日，星期日
开始时间：
15:00
Sunday, June 22, 2025
Sukreepirom
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Gestión de Negocios
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语言：
泰语
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Sukreepirom shares proven strategies for attracting new prospects and consistently achieving a 100% success rate in closing deals as well as how to replicate the success he has found with the application of the 3B's technique.

Aleyda Nelly Sánchez Garcia

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入会总年份：
5
内阁会员荣誉：
顶尖会员荣誉：

Aleyda Nelly Sánchez Garcia is a leading insurance advisor with 12 years of experience in the profession. She has a professional background in international relations and has completed the prestigious Empower Woman I & II diploma courses in leadership and management skills at Anáhuac University.

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The colors of transformation

Aleyda Nelly Sánchez Garcia
会议类型：
交流区
演讲语言：
西班牙语
会议日期：
2025 年 6 月 23 日，星期一
开始时间：
14:00
Monday, June 23, 2025
Sánchez Garcia
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Persona Íntegra
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语言：
西班牙语
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When we make conscious decisions, we can change our reality and reach new levels of success. In this session, Aleyda Sánchez will share three key decisions that transformed her life, which you can also apply: strengthening your personal finances, redefining your ambitions, and integrating passion and purpose into your life. Join her and be inspired to turn challenges into opportunities and build sustainable success.

Elijah Tan

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入会总年份：
3
内阁会员荣誉：
2
顶尖会员荣誉：

Elijah Tan works at Prudential Assurance Company Singapore, where he specializes in mathematical financial planning and estate planning. Tan holds a Bachelor of Science Double Degree in Economics and Psychology, and has received many awards for his accomplishments, such as COT in his first two years, the International Dragon Award in 2022 and 2023, as well as the Prudential Premier Platinum Award in 2022 and Gold Award in 2023. He has also completed his Chartered Financial Consultant Certification in his second year as a consultant.

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Referral psychology: Create endless referrals like turning on your tap

Elijah Tan
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：
13:30
Monday, June 23, 2025
Tan
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Marketing
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语言：
英语
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Despite only being an advisor for two years, Tang has employed various psychological concepts to build his referral system — with more than 50% of his client base coming from referrals in his second year. Gain insights to utilize this system and empower clients to not just want to refer you but know how to do just that.

Mei Yun Gwendolyn Tan, BSc (Hons), ChFC®/S

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顶尖会员荣誉：

Mei Yun Gwendolyn Tan, BSc (Hons), ChFC/S, is a senior manager at Great Eastern Life-Singapore. With 12 years of experience in financial services, Tan has served in a leadership role for four years and oversees a team of six. She specializes in financial planning, team development and client management, holds a business degree in management and received the MDRT Culture of Excellence Diamond Agency Award in 2023.

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Panel discussion: Inspire, lead and grow your agency team

Mei Yun Gwendolyn Tan, BSc (Hons), ChFC®/S
会议类型：
全球服务
演讲语言：
英语
会议日期：
2025 年 6 月 24 日，星期二
开始时间：
13:30
Tuesday, June 24, 2025
Tan
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语言：
英语
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Leaders from Singapore, Mexico, the Philippines and the U.S. share best practices you can apply to elevate your team’s satisfaction and performance. Learn to boost advisors’ self-image, navigate change and build sustainable agency processes.

Eszylfie Taylor

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入会总年份：
22
内阁会员荣誉：
17
顶尖会员荣誉：
13

Eszylfie Taylor is the founder and president of Taylor Insurance and Financial Services, where he serves individuals, business owners, athletes, celebrities and high-net-worth families. After a standout career as an advisor at New York Life, where he achieved Chairman's Cabinet (top 50 out of 13,000), Taylor began his journey as an independent advisor and entrepreneur. He has served on several charity boards and founded his own nonprofit, Future Stars, where he instills in underserved youth the tools he uses to achieve success: hard work, perseverance, integrity and sacrifice.

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Objection-free sales process: 6 steps to increased productivity and retention

Eszylfie Taylor
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：
14:30
Monday, June 23, 2025
Taylor
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Asesoría a Clientes
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语言：
英语
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From positioning your language to increasing production for any solution, Taylor takes you through each step of his system. Learn how to build relationships and develop a process that is easily repeatable as well as scalable.

Chee Kok Teh

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入会总年份：
7
内阁会员荣誉：
1
顶尖会员荣誉：

TEH CHEE KOK，2010年加入保诚公司，现任代理人团队经理。2020/2021/2022获得Premier MDA，担任Premier MDA大使。毕业于马来西亚理科大学传播系。马来西亚百万圆桌日和新加坡百万圆桌日演讲者，3次获得IDA铜龙奖。

Chee Kok Teh holds a degree in communication from Universiti Sains Malaysia and currently serves as an agency manager.

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把握“两线”生机

Grasp online and offline opportunities

Chee Kok Teh
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：
14:00
Monday, June 23, 2025
Teh
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Marketing
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语言：
普通话
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Discover Teh’s strategy for harnessing digital resources in the AI era to generate quality leads and how to transform your core client base to create sustainable repeat business through a seven-step approach.

融合线上AI引流与线下筑巢的客户开发七步法则，构建可持续发展的客户经营体系。

Sarutikorn Thansakun, Ph.D.

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入会总年份：
12
内阁会员荣誉：
5
顶尖会员荣誉：

Sarutikorn Thansakun, Ph.D., is a financial advisor at AIA with more than a decade of experience in protection planning and health insurance. She holds a Bachelor of Arts from Thammasat and Ramkhamhaeng Universities, a master’s degree in public administration, and a doctorate in public and private sector management. She is a Life member of MDRT and has won multiple awards for her accomplishments.

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Engaging clients through compelling storytelling strategies

Sarutikorn Thansakun, Ph.D.
会议类型：
交流区
演讲语言：
泰语
会议日期：
2025 年 6 月 23 日，星期一
开始时间：
14:30
Monday, June 23, 2025
Thansakun
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Asesoría a Clientes
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语言：
泰语
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Since clients are more inclined to choose a plan that aligns with their financial goals and protects their loved ones, Thansakun shares how she communicates product value through a cohesive narrative of fostering long-term relationships, encouraging repeat business and inspiring them to recommend the coverage to others, thereby building growth and trust.

Nicholas Thompson

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入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Nicholas Thompson 在科技撰写与新闻界身居多个要位，并对未来怀着大胆而乐观的愿景。身为 The Atlantic 的首席执行官，Thompson 曾先后在 2022 和 2023 年获得美国国家杂志奖”卓越杂志“荣誉。他是《Legal Affairs》杂志的前高级编辑、前 CBS 供稿员，并著有《鹰与鸽》(The Hawk and the Dove) 一书。作为”AI 教父“Geoffrey Hinton 等若干科技前驱的讲座主持人，Thompson 屡屡在主题演讲和 LInkedIn 系列中分享震撼的见解。

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Nicholas Thompson has occupied many of the most prestigious positions in the tech writing and journalism world, staking out a bold, optimistic vision for the future. As CEO of The Atlantic, Thompson earned the top honor of General Excellence at the National Magazine Awards in 2022 and 2023. He is the former senior editor at Legal Affairs, a former CBS contributor and author of the book “The Hawk and the Dove.” As moderator of several talks with tech leaders like Geoffrey Hinton, the “godfather of AI,” Thompson draws powerful insights that he shares in his keynotes and LinkedIn series.

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人类的未来

The future of being human

Nicholas Thompson
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
Thompson
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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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Transformations in science and technology are reshaping every stage of life: how we’re born, how we live and work, how we relate to one another, how we’ll die and how we’re remembered. Thompson explains today’s most significant tech trends and how you can understand and embrace them. 

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科学与科技的改变正在重塑生命的每一个阶段，包括人的出生、生活与工作、与彼此建立关系、死亡，以及让后人铭记我们的方式。Thompson 将讲解当今最重要的科技发展趋势，并阐述您如何理解并融入这些浪潮。 

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Zhenrong Jeremy Tian, CLU®/S ChFC®/S

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入会总年份：
5
内阁会员荣誉：
顶尖会员荣誉：

Zhenrong Jeremy Tian, CLU/S, ChFC/S, is a senior manager at Great Eastern Life-Singapore under Advisors’ Clique Collective. He holds a bachelor’s degree in business studies and joined the profession in 2015, specializing in protection and retirement planning for young families and working professionals.

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Embracing the new age of financial planning

Zhenrong Jeremy Tian, CLU®/S ChFC®/S
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：
13:30
Sunday, June 22, 2025
Tian
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Asesoría a Clientes
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语言：
英语
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The world is changing and so are the people in it. Tian explains how to understand the problems that new generations are facing and how to evolve your strategies of financial planning to stay relevant and continue to provide value to clients of all demographics.

Min-Hong Tsai

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入会总年份：
3
内阁会员荣誉：
顶尖会员荣誉：

蔡忞纮 ，任职台湾国泰人寿，从事金融业时间8年。

Min-Hong Tsai works at Cathay Life Insurance Taiwan and has eight years of experience in the financial services profession.

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Z世代保险人如何掌握跨代经营

How Gen Z insurance professionals can master cross-generational management for post-war baby boom generation

Min-Hong Tsai
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：
13:30
Sunday, June 22, 2025
Tsai
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Asesoría a Clientes
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语言：
普通话
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Baby boomers currently control most of the global wealth, creating significant opportunities in retirement planning and wealth transfer services. Tsai explains that success for Gen Z insurance professionals lies in bridging generational gaps through empathy, expertise and patience as well as constantly adjusting your approach with a positive mindset.

解析战后婴儿潮世代的财富规划需求，分享Z世代年轻保险人的跨代经营策略，掌握退休规划与财富传承商机。

Issaree Tunwilaikul

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入会总年份：
3
内阁会员荣誉：
2
顶尖会员荣誉：

Issaree Tunwilaikul is a financial advisor at FWD Life Insurance. With more than 30 years of experience in the insurance profession, Tunwilaikul specializes in leveraging life insurance products for effective tax planning. She has received numerous accolades, reflecting her exceptional achievements and dedication.

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Strategies for planning pension taxation

Issaree Tunwilaikul
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：
12:30
Tuesday, June 24, 2025
Tunwilaikul
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Marketing
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语言：
泰语
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Tunwilaikul has spent years developing her approach to communicating the opportunities provided by pension insurance. She shares strategies for simplifying this concept to clients, hosting seminars to generate referrals and targeting tax season as an especially impactful period for clients to take action.

Mio Umezawa

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入会总年份：
12
内阁会员荣誉：
7
顶尖会员荣誉：
7

Mio Umezawa works at Holos Planning Co. Ltd. She has 19 years of experience in financial services and specializes in designing life insurance tailored to individuals, helping them understand the importance of insurance protection.

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How to achieve remarkable results and develop the habit of reflection

Mio Umezawa
会议类型：
焦点会议
演讲语言：
日语
会议日期：
2025 年 6 月 23 日，星期一
开始时间：
15:00
Monday, June 23, 2025
Umezawa
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语言：
日语
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Umezawa discusses her strategies for achieving remarkable results while raising children, effective time management techniques and methods for self-reflection to maintain a healthy work-life balance. Learn how self-coaching and self-healing can help you balance your work and personal life while staying happy.

Ross Vanderwolf, CFP

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入会总年份：
38
内阁会员荣誉：
24
顶尖会员荣誉：
14

Ross Vanderwolf，CFP 曾于 2019 年担任百万圆桌会长。他是百万圆桌基金会的“白金骑士”，同时也是核心集团的成员，并曾担任受托人董事会成员。Vanderwolf 担任 Rothgard Financial Partners（一家提供全方位服务的理财规划实务公司）的总经理。自成为百万圆桌会员以来，Vanderwolf 曾在多个委员会任职。 

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Ross Vanderwolf, CFP, served as MDRT President in 2019. A Platinum Knight of the MDRT Foundation, he is also a member of its Inner Circle Society and has served on its Board of Trustees. Vanderwolf is managing director of Rothgard Financial Partners, a full-service financial planning practice. Over the course of his MDRT membership, Vanderwolf has served on numerous committees.

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“卓越首航”会议

Launch to Excellence

Ross Vanderwolf, CFP
会议类型：
首次与会者会议
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
Vanderwolf
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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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Whether you are a new MDRT member or attending the MDRT Annual Meeting for the first time, welcome. You are invited to connect with fellow members from across the globe at this engaging kickoff session designed to help you maximize your MDRT membership and meeting experience. You’ll hear from seasoned MDRT members who will share insights and advice as they pass along their secrets of success.   Don’t miss this invaluable MDRT Annual Meeting offering! Specially intended for members in their first five years of membership and those new to MDRT meetings, this session is open to all meeting attendees. The inspiration, guidance and camaraderie you discover will last well beyond your time in Miami Beach, Florida, USA.

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无论您是首次成为百万圆桌会员，还是第一次参加百万圆桌年会，都欢迎您出席这场会议！诚邀您参加这场引人入胜的启动仪式，与来自世界各地的会员同僚建立联系，借此充分善用百万圆桌会员资格，享受最圆满的会议体验。届时将有资深百万圆桌会员莅临，分享真知灼见，传承成功秘诀。   千万别错过百万圆桌年会期间的这个宝贵机会！此会议专为新加入百万圆桌前五年及初次参加百万圆桌会议的会员而设，也开放于所有与会者参加。相信这场会议带来的启迪与指导，以及从中建立的情谊，必将留下悠长余韵，延续至您到访美国 Florida（佛罗里达州）Miami Beach（迈阿密海滩）以外的更长时光。

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Panupon Vungvilai, AFP

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入会总年份：
9
内阁会员荣誉：
8
顶尖会员荣誉：
2

Panupon Vungvilai, AFP, is the chief executive officer of FWB Life Insurance Public Co. Ltd., where he brings 32 years of experience to her role. With specialties in future and retirement planning, Vungvilai has been recognized as one of the top three experts at her company. She also holds multiple advanced professional certifications, further solidifying her reputation as a leader in the field.

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Panel discussion: Enhance your financial approach to distinguish yourself with our exceptional financial planning services

Panupon Vungvilai, AFP
会议类型：
焦点会议
演讲语言：
泰语
会议日期：
2025 年 6 月 23 日，星期一
开始时间：
15:00
Monday, June 23, 2025
Vungvilai
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语言：
泰语
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Two speakers share how tailoring your financial planning strategy to address clients’ specific needs not only helps you understand their unique financial goals, challenges and values but also ensures they enjoy a customized client experience.

Dr. Robert Waldinger

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入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Robert Waldinger 身兼精神科医生、精神分析学家和禅修者几个身份，曾执笔无数科研论文，并著有两本介绍科学如何指导健康人文发展的著作。身为哈佛医学院的临床精神病学教授，Waldinger 也是“哈佛成年人发展研究”的指导者（该研究是史上持续时间数一数二的成年人生命研究），并曾荣获多个教学和研究奖项。他关于哈佛研究的 TED 演讲是有史以来观看次数最高的 10 个 TED 演讲之一。他曾荣获美国精神医学学会、哈佛大学医学院，以及麻省精神医学学会颁发的奖项，并持续跻身美国最优秀医生的行列。 

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Robert Waldinger is a psychiatrist, psychoanalyst and Zen priest who has written numerous scientific papers and two books on what science can teach us about healthy human development. As a clinical professor of psychiatry at Harvard Medical School, Waldinger directs the Harvard Study of Adult Development, one of the longest-running studies of adult life ever done. His TED talk on the Harvard study is one of the 10 most viewed TED talks of all time. He has won awards from the American Psychiatric Association, Harvard Medical School and Massachusetts Psychiatric Society, and is consistently named one of the best doctors in America.

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什么能令我们快乐？史上最长人生研究带来的体会

What actually makes us happy? Lessons from the longest study of human life

Dr. Robert Waldinger
会议类型：
主场会议
演讲语言：
英语
会议日期：
2025 年 6 月 25 日，星期三
开始时间：
13:00
Wednesday, June 25, 2025
Waldinger
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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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In an era when wealth, fame and high achievement are often glorified as the keys to success, the Harvard Study of Adult Development examines what actually helps people thrive by studying thousands of lives unfolding across nearly a century. Waldinger presents scientific findings about human well-being and how you can utilize these insights in your own personal and professional life.

在这个人们普遍视财富、名誉和超卓成就为成功关键的时代，哈佛大学成年人发展研究用了近乎一个世纪的时间，对数以千计对象展开研究，从中评估真正能令人们蓬勃发展的因素。Waldinger 将介绍关乎人类幸福的科学研究成果，并阐释您如何在个人和职业生活中灵活善用这些见解。

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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
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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

,
,
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：
23:30
Tuesday, June 24, 2025
Wang
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Marketing
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语言：
普通话
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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

,
,
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

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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 25 日，星期三
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.

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
No items found.

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。

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