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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。 

Joseph Jordan

New York
,
NY
,
USA
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Joseph Jordan 是一名励志演讲者、行为金融学专家，也是得奖书籍《活出显赫人生》(Living a Life of Significance) 的作者，该书已卖出超过 150,000 册，并翻译成五种语言。Jordan 曾在 28 个国家/地区，为超过 40 万名金融服务专业人士进行数百场演讲，他也是 2023 John Newton Russell 纪念奖的得主；该奖项是保险业表彰优秀人寿保险服务的至高殊荣。

Joseph Jordan is an inspirational speaker, behavioral finance expert and author of the award-winning book “Living a Life of Significance,” which has sold more than 150,000 copies and is translated into five languages. Jordan has given hundreds of presentations to more than 400,000 financial services professionals in 28 countries around the world and was the recipient of the 2023 John Newton Russell Memorial Award, the highest honor accorded by the insurance industry for outstanding services to the institution of life insurance.

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使命为本的退休规划

Purpose-driven retirement planning

Joseph Jordan
会议类型：
焦点会议
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
Jordan
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This is some text inside of a div block.
语言：
英语
No items found.

Clients need help both planning for their financial future and preparing for a retirement filled with meaning and purpose. Jordan shares why financial planning is becoming more like life coaching and the six retirement risks clients need your help to address.

客户需要人协助规划财务未来，也需要人协助为有意义的退休生活做好准备。Jordan 将分享为何理财规划现已变得越来越像生涯指导，以及客户需要您协助解决的六大退休风险。

Luis Arturo Juárez Morales

,
,
入会总年份：
13
内阁会员荣誉：
12
顶尖会员荣誉：
10

Luis Arturo Juárez Morales has 25 years of experience in finance and business. He has worked for various consulting firms, financial groups and private investment fund companies throughout his career. Currently, he is the founder and managing partner of ARPRO Family Office, a firm that specializes in insurance and manages the wealth of hundreds of clients. Additionally, Juárez Morales has been a speaker on financial and wealth management topics at forums within the insurance profession.

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How to grow your business by 10

Luis Arturo Juárez Morales
会议类型：
交流区
演讲语言：
西班牙语
会议日期：
2025 年 6 月 22 日，星期日
开始时间：
11:30
Sunday, June 22, 2025
Juárez Morales
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Asesoría a Clientes
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语言：
西班牙语
No items found.

Juárez Morales discusses ways to grow your business while maintaining a flat structure and minimizing expenses to achieve greater profitability.

Daisuke Kabata

,
,
入会总年份：
11
内阁会员荣誉：
顶尖会员荣誉：

Daisuke Kabata is an advisor at Lifeguard Japan Co. Ltd. and an active MDRT member. With 26 years of experience in the field, Kabata specializes in life insurance consulting, real estate advice, and property and casualty insurance. Before joining the business, he worked in the trading division of a medical equipment manufacturer.

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Panel discussion: How to turn the threat of AI into opportunities and build strong relationships with your clients

Daisuke Kabata
会议类型：
焦点会议
演讲语言：
日语
会议日期：
2025 年 6 月 24 日，星期二
开始时间：
15:00
Tuesday, June 24, 2025
Kabata
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This is some text inside of a div block.
语言：
日语
No items found.

Learn to build essential relationships as life insurance advisors while continuing to protect clients in the age of AI evolution. The core of our business is to cultivate trust with our policyholders. Two speakers discuss how to earn referrals through policy services, recapturing the enthusiasm you had as a beginner.

Daisuke Kabata, Akiko Kawagoe

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,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Daisuke Kabata is an advisor at Lifeguard Japan Co. Ltd. and an active MDRT member. With 26 years of experience in the field, Kabata specializes in life insurance consulting, real estate advice, and property and casualty insurance. Before joining the business, he worked in the trading division of a medical equipment manufacturer.

Akiko Kawagoe is an executive consultant at FP Partner Inc. She has 32 years of experience and specializes in the insurance business.

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Panel discussion: How to turn the threat of AI into opportunities and build strong relationships with your clients

Daisuke Kabata, Akiko Kawagoe
会议类型：
焦点会议
演讲语言：
日语
会议日期：
2025 年 6 月 24 日，星期二
开始时间：
15:00
Tuesday, June 24, 2025
Kabata, Kawagoe
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This is some text inside of a div block.
语言：
日语
No items found.

Learn to build essential relationships as life insurance advisors while continuing to protect clients in the age of AI evolution. The core of our business is to cultivate trust with our policyholders. Two speakers discuss how to earn referrals through policy services, recapturing the enthusiasm you had as a beginner.

Pakpoom Kaewtrakanwong, FChFP

,
,
入会总年份：
10
内阁会员荣誉：
3
顶尖会员荣誉：

Pakpoom Kaewtrakanwong, FChFP, serves as assistant director of sales with more than a decade of experience. He earned a bachelor’s degree in engineering (second class honors) from Chulalongkorn University and holds prestigious qualifications.

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Tips for mastering the art of persuasion

Pakpoom Kaewtrakanwong, FChFP
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：
13:00
Monday, June 23, 2025
Kaewtrakanwong
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Marketing
This is some text inside of a div block.
语言：
泰语
No items found.

Successful client engagement extends beyond simply offering a product; it requires a thorough understanding of clients’ genuine needs. Kaewtrakanwong explains how the Golden Circle framework strengthens the effectiveness and credibility of your communication: The “why” connects clients emotionally to your offerings; the “how” demonstrates your solutions to address their challenges; and the “what” represents the appropriate product or service.

Ryosuke Kambara

,
,
入会总年份：
13
内阁会员荣誉：
4
顶尖会员荣誉：

Ryosuke Kambara is an executive life partner at Tokio Marine & Nichido Anshin Life Insurance Company. With more than a decade of experience in the financial services profession, Kambara specializes in working with individuals and corporations and has received his company’s President’s Cup for 12 consecutive years.

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Continue to excel as a life insurance specialist

Ryosuke Kambara
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：
13:30
Monday, June 23, 2025
Kambara
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语言：
日语
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Sometimes things do not go well despite your commitment to doing a good job. Kambara shares his story on how the outcome will depend on your reaction in that situation.

Diana Kander

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,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Diana Kander 是《纽约时报》畅销书作者兼创新顾问，职业生涯大部分时间都在颠覆既有假设，提出格局宏大的疑问。8 岁时以难民身份逃到美国的 Kander，是一名事业有成的连续创业家，曾出售价值数百万美元的产品和服务。她首本著作先后被百间大学的创新课程所采用，也有无数组织用它来协助员工培养创业家思维；至于她的第二本著作，则描述了在组织内部维持好奇心，最终令业务抵受其未来挑战的方法。

Diana Kander is a New York Times bestselling author and innovation consultant who has spent her career challenging assumptions and asking big questions. A serial entrepreneur who entered the U.S. as a refugee at the age of 8, Kander has sold millions of dollars’ worth of products and services. Her first book has been used by more than 100 universities in their innovation courses as well as by organizations to help their employees think more like entrepreneurs, while her second book describes a methodology to keep curiosity alive inside of an organization, ultimately future-proofing the business.

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释放内心的创新者

Unlock the innovator within

Diana Kander
会议类型：
主场会议
演讲语言：
英语
会议日期：
2025 年 6 月 24 日，星期二
开始时间：
8:00
Tuesday, June 24, 2025
Kander
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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
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"Do you know how to think creatively, adapt quickly and reimagine your business? Kander shares actionable strategies to stay ahead in a competitive market and make an even greater impact in your field. "

"您可知道如何发挥创意思维、迅速适应环境，并重新塑造您的业务？Kander 将分享一些实战策略，让您在竞争剧烈的市场中保持领先优势，并于您的所属领域缔造更大影响力。 "

Aaron Kane, B Bus, AFA

,
,
入会总年份：
11
内阁会员荣誉：
9
顶尖会员荣誉：
7

Aaron Kane, B Bus, AFA, is a second-generation financial advisor and director of EK Financial Group, a family-owned firm founded by his father. With two decades of experience, Kane began working in the family business when he was 21. He has played a key role in transforming EK Financial Group into a highly efficient, profitable firm, combining cutting-edge strategies with the personal touch his family business is known for. An active MDRT member who is passionate about innovation and growth, Kane enjoys mentoring young advisors aspiring to qualify for MDRT .

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5 traits of a profitable advisory firm

Aaron Kane, B Bus, AFA
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：
11:30
Sunday, June 22, 2025
Kane
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Gestión de Negocios
This is some text inside of a div block.
语言：
英语
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Drawing on 20 years of experience, Kane outlines five traits that drive profitability, including automating systems, implementing a consistent pricing policy, outsourcing, surveying clients and engaging a business coach. Gain actionable steps to streamline your operations, enhance client satisfaction and boost your firm’s financial success.

Aaron Kane, B Bus, AFA

,
,
入会总年份：
11
内阁会员荣誉：
9
顶尖会员荣誉：
7

Aaron Kane, B Bus, AFA, is a second-generation financial advisor and director of EK Financial Group, a family-owned firm founded by his father. With two decades of experience, Kane began working in the family business when he was 21. He has played a key role in transforming EK Financial Group into a highly efficient, profitable firm, combining cutting-edge strategies with the personal touch his family business is known for. An active MDRT member who is passionate about innovation and growth, Kane enjoys mentoring young advisors aspiring to qualify for MDRT.

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Panel discussion: Mastering the psychology of self-worth to drive radical business growth

Aaron Kane, B Bus, AFA
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2025 年 6 月 23 日，星期一
开始时间：
15:00
Monday, June 23, 2025
Kane
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.

How can changes you make in your psychology directly translate into business success? Get to the core of developing and translating value while learning new techniques to drive referrals, revenue and much more.

Hyeon Ho Kang

,
,
入会总年份：
18
内阁会员荣誉：
10
顶尖会员荣誉：
2

Hyeon Ho Kang has 22 years of experience as a financial services advisor. Utilizing excellent communication skills and expertise accumulated from his experience as a cram school instructor, Kang strives to provide clients with optimized retirement income solutions. He has won numerous awards, obtained retirement-related qualifications and is currently preparing a doctoral dissertation on retirement asset management.

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How are you preparing for your retirement income solutions?

Hyeon Ho Kang
会议类型：
焦点会议
演讲语言：
朝鲜语
会议日期：
2025 年 6 月 24 日，星期二
开始时间：
13:30
Tuesday, June 24, 2025
Kang
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This is some text inside of a div block.
语言：
朝鲜语
No items found.

Learn innovative retirement income strategies tailored to the changing financial environment. Kang shares how to build a customized portfolio that integrates investment, tax optimization and income distribution, and shares practical solutions for sustainable retirement income generation. You can strengthen your differentiated retirement planning capabilities beyond traditional methods.

Akiko Kawagoe

,
,
入会总年份：
16
内阁会员荣誉：
9
顶尖会员荣誉：
1

Akiko Kawagoe is an executive consultant at FP Partner Inc. She has 32 years of experience and specializes in the insurance business.

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Panel discussion: How to turn the threat of AI into opportunities and build strong relationships with your clients

Akiko Kawagoe
会议类型：
焦点会议
演讲语言：
日语
会议日期：
2025 年 6 月 24 日，星期二
开始时间：
15:00
Tuesday, June 24, 2025
Kawagoe
This is some text inside of a div block.
This is some text inside of a div block.
语言：
日语
No items found.

Learn to build essential relationships as life insurance advisors while continuing to protect clients in the age of AI evolution. The core of our business is to cultivate trust with our policyholders. Two speakers discuss how to earn referrals through policy services, recapturing the enthusiasm you had as a beginner.

Carol Kheng, ChFC

,
,
入会总年份：
27
内阁会员荣誉：
5
顶尖会员荣誉：
4

Carol Kheng，ChFC 是 2025 年度百万圆桌会长。自 2022 年起，Kheng 曾在百万圆桌执行委员会担任多个岗位。她曾在 2019 年任职全球会议项目统筹委员会分副会长，并曾于 2009 年任职百万圆桌会员资源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。

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Carol Kheng, ChFC, is the 2025 President of MDRT. Kheng has served in multiple roles on the MDRT Executive Committee since 2022. She previously served as Divisional Vice President for 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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会长致辞

Presidential Address

Carol Kheng, ChFC
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
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
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Carol Kheng, ChFC, makes her 2025 Presidential Address.

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Carol Kheng，ChFC 发表 2025 年度会长致辞。

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Weeradet Khongcharoensuk

,
,
入会总年份：
13
内阁会员荣誉：
顶尖会员荣誉：

Weeradet Kongcharoensuk has extensive experience in the life insurance sector, having held roles as both a life insurance advisor executive and an investment advisor. He is also an MDRT Life member, reflecting his commitment to excellence and dedication to serving his clients.

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From 500 per month to 5 million per year

Weeradet Khongcharoensuk
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：
12:30
Monday, June 23, 2025
Khongcharoensuk
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Marketing
This is some text inside of a div block.
语言：
泰语
No items found.

When clients receive exceptional service that prioritizes their safety and well-being, they feel both impressed and deeply satisfied. Khongcharoensuk explains how this satisfaction naturally encourages clients to refer your services to others, helping to expand your client base. Each referral brings in potential clients with the financial capacity to become loyal clients, often surpassing initial expectations and driving long-term growth.

Hye Ok Kim

,
,
入会总年份：
7
内阁会员荣誉：
1
顶尖会员荣誉：

Hye Ok Kim is a representative at MetLife Korea, specializing in life insurance consulting. She has been in the financial services profession for 14 years and has experience with estate planning, policy analysis and solution planning, and inheritance. She holds a Bachelor of Science in information and communication engineering at Youngjin College and won the FP Conference Excellence Award for her accomplishments.

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Cultivating gratitude in pioneering new markets

Hye Ok Kim
会议类型：
交流区
演讲语言：
朝鲜语
会议日期：
2025 年 6 月 24 日，星期二
开始时间：
11:30
Tuesday, June 24, 2025
Kim
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Marketing
This is some text inside of a div block.
语言：
朝鲜语
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Drawing on her experience at a nursing hospital, Kim shares the process of learning the roles and responsibilities of an insurance planner while caring for the insurance coverage needs of nursing care workers. Discover her story of how relationships that started with small, long-term care insurance policies expanded to include families and acquaintances of caregivers.

Márta Borbála Király

,
,
入会总年份：
9
内阁会员荣誉：
5
顶尖会员荣誉：
5

Márta Borbála Király has been in the financial services profession for more than a decade. Her practice focuses on providing financial planning to business owners, executives and professionals. She shares her practical ideas at speaking engagements all over the world and is passionate about mentoring fellow financial advisors. Kiraly is also an MDRT Foundation Gold Knight.

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A 3-step magic formula for successful webinars

Márta Borbála Király
会议类型：
交流区
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
Kiraly
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Marketing
This is some text inside of a div block.
语言：
英语
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Webinars are a powerful tool to deliver your message, entertain your audience and close deals, but preparation is key. Kiraly explains how she attracts attention and delivers impactful webinars to connect with business owners and ensure a steady stream of prospects and successful client engagement.

Márta Borbála Király

,
,
入会总年份：
9
内阁会员荣誉：
5
顶尖会员荣誉：
5

Márta Borbála Király 从事金融服务业已超十载。她的公司主要为企业家、行政人员和专业人士提供理财规划。她常在世界各地的演讲活动中分享实践理念，并热衷于指导其他理财顾问。Király 也是百万圆桌基金会的黄金骑士。

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Márta Borbála Király has been in the financial services profession for more than a decade. Her practice focuses on providing financial planning to business owners, executives and professionals. She shares her practical ideas at speaking engagements all over the world and is passionate about mentoring fellow financial advisors. Király is also an MDRT Foundation Gold Knight.

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AI 帮助我挽救生命

AI helped me save a life

Márta Borbála Király
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
Király
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Gestión de Negocios
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
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Initially uninterested in technology, Király discovered how AI, specifically ChatGPT, facilitated her outreach. She shares three practical AI tools — Perplexity.ai for efficient research, Apollo.io for targeted prospecting and Midjourney for stunning visuals — while emphasizing that AI is not only a tool but a vital opportunity to enhance business practices and impact lives.

Király 起初对科技不感兴趣，但后来却发现 Ai（尤其是 ChatGPT）能帮助她扩充外展。她将分享三种实用的 AI 工具——用于有效搜索调查的 Perplexity.ai、用于针对性潜在客户开发的 Apollo.io，以及用于制作精美视觉材料的 Midjourney——同时她将强调，AI 不单是一种工具，更是令业务给更上一层楼及影响生命的重要机会。

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Ryosuke Kitaguchi

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,
入会总年份：
16
内阁会员荣誉：
8
顶尖会员荣誉：
2

Ryosuke Kitaguchi represents Prudential Life Insurance Company. He has 22 years of experience and has qualified for his company’s President’s Club Award 18 times. He was formerly employed by Toray Industries Inc.

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Heighten our human skills

Ryosuke Kitaguchi
会议类型：
交流区
演讲语言：
日语
会议日期：
2025 年 6 月 23 日，星期一
开始时间：
12:00
Monday, June 23, 2025
Kitaguchi
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Persona Íntegra
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语言：
日语
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To successfully sell intangible products, we must possess strong human qualities. To become a respected, loved and trusted advisor, you need high human skills, including attentiveness, consideration, compassion, kindness and empathy. Kitaguchi explains how highly skilled individuals can perceive certain details that may not be obvious to others. He shares examples of people with “high emotional vision” who are kind and imaginative.

June Rong Rong Koh

Singapore
,
,
Singapore
入会总年份：
5
内阁会员荣誉：
1
顶尖会员荣誉：

June Rong Rong Koh joined Prudential Assurance Singapore in 2019 as a financial advisor. A pharmacist by training, Koh combines analytical precision with a passion for client well-being. Her innovative approach to personal branding and client relationships not only propelled her to Court of the Table status in her first year but also significantly improved her mentorship capabilities. As a senior financial services manager, Koh is dedicated to multiplying her impact through guiding other advisors toward success.

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Lighthouse branding: Elevating your practice through your tribe

June Rong Rong Koh
会议类型：
焦点会议
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
Koh
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This is some text inside of a div block.
语言：
英语
朝鲜语
泰语
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How can you build an authentic personal brand that resonates deeply with your ideal clients? Koh reveals her strategies for attracting and engaging a loyal audience, leveraging social media to amplify your message and implementing best practices that align your brand with your core values, turning casual clients into long-term advocates.

Lizette Kominik Sterling

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入会总年份：
10
内阁会员荣誉：
2
顶尖会员荣誉：

Lizette Kominik Sterling has more than 30 years of experience in the insurance and surety field and has been an insurance advisor for the last 22 years. She holds a degree in marketing, a postgraduate degree in human resources, and is a professor of insurance and surety bonding at the postgraduate level.

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Panel discussion: Boosting your business: Women entrepreneurs transforming the insurance industry

Lizette Kominik Sterling
会议类型：
焦点会议
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：
15:00
Monday, June 23, 2025
Kominik Sterling
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语言：
西班牙语
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Join four dynamic speakers for this inspiring talk, where they will share their transformative journeys through growth, resilience and success. Discover how to adopt a long-term vision to drive your personal and professional transformation and develop habits that empower and help you build a legacy while also learning how to navigate challenges, overcome adversity with love and determination, and live a balanced life in any situation.

Theerawat Korkietanon

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入会总年份：
8
内阁会员荣誉：
2
顶尖会员荣誉：

Theerawat Korkietanon has more than 10 years of experience in the insurance profession. As senior district manager at Allianz Ayudhya since 2015, Korkietanon’s career began in health insurance sales, later expanding to case management and customer service for high-net-worth individuals. After earning a communications degree, he worked at Workpoint for a decade and at an event agency before transitioning to insurance.

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Strategies to grow and diversify the clientele of high-net-worth individuals and prominent figures

Theerawat Korkietanon
会议类型：
焦点会议
演讲语言：
泰语
会议日期：
2025 年 6 月 25 日，星期三
开始时间：
9:30
Wednesday, June 25, 2025
Korkietanon
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语言：
泰语
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Clearly communicating the fundamental principles that highlight the value of life insurance helps clients recognize its importance and benefits. Korkietanon shares why this transparency not only reinforces clients’ confidence in your exceptional service but also inspires them to share their positive experiences with others.

Panida Krueawiwattanakul

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,
入会总年份：
7
内阁会员荣誉：
顶尖会员荣誉：

Panida Krueawiwattanakul served as senior executive vice president at Allianz Ayudhya for eight years, specializing in comprehensive financial planning services for high-net-worth individuals and families. With a diverse professional background that includes roles as a flight attendant, executive in national organizations and entrepreneur, Krueawiwattanakul has received numerous awards throughout her career.

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

Panida Krueawiwattanakul
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
Krueawiwattanakul
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This is some text inside of a div block.
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.

Panida Krueawiwattanakul, Panupon Vungvilai, AFP

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,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Panida Krueawiwattanakul served as senior executive vice president at Allianz Ayudhya for eight years, specializing in comprehensive financial planning services for high-net-worth individuals and families. With a diverse professional background that includes roles as a flight attendant, executive in national organizations and entrepreneur, Krueawiwattanakul has received numerous awards throughout her career.

Panupon Vungvilai, AFP, is the chief executive officer of FWB Life Insurance Public Co. Ltd., where she 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

Panida Krueawiwattanakul, 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
Krueawiwattanakul, Vungvilai
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This is some text inside of a div block.
语言：
泰语
No items found.

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.

Chia-Cheng Kuo

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,
入会总年份：
9
内阁会员荣誉：
3
顶尖会员荣誉：

Cheng Kuo，国泰人寿处长，从业18年，擅长保障型商品，硕士。

Chia-Cheng Kuo is director at Cathay Life Insurance. He holds a master’s degree, has 18 years of experience in the financial services profession and specializes in protection products.

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画图讲保险

Explain insurance through visual storytelling

Chia-Cheng Kuo
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：
13:00
Monday, June 23, 2025
Kuo
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Asesoría a Clientes
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语言：
普通话
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Kuo shares how to make insurance — an important yet complex financial tool — easily understandable by clients.

让客户以简单的方式了解保险这项重要但复杂的工具。

Sofía Alethia Ledesma Rodriguez

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入会总年份：
6
内阁会员荣誉：
顶尖会员荣誉：

Sofía Ledesma began her career in the financial services industry in 2006 as a retirement expert in Pension Fund Management (AFORE). With over 18 years of experience, this MDRT member has been an agent at Seguros Monterrey New York Life since 2017. Ledesma holds a master’s degree in financial services and insurance and is currently pursuing a degree in economics and finance.

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The power of the mind: Visualization and projection

Sofía Alethia Ledesma Rodriguez
会议类型：
交流区
演讲语言：
西班牙语
会议日期：
2025 年 6 月 22 日，星期日
开始时间：
12:30
Sunday, June 22, 2025
Ledesma Rodriguez
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Persona Íntegra
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语言：
西班牙语
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Are you aware of the true power of your thoughts? Ledesma Rodriguez explores the influence of the mind through practical exercises and visualization and projection techniques that can transform your personal and professional life. Learn how to focus your thoughts, visualize your goals, and project your success to achieve your objectives and enhance your overall well-being.

Joo Hwan Lee

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,
入会总年份：
14
内阁会员荣誉：
5
顶尖会员荣誉：

Joo Hwan Lee has been in the financial services profession for 14 years and currently serves as the branch manager at KMI Asset. His achievements include winning the grand prize at Mirae Asset Life Insurance for nine consecutive years and achieving the No. 1 branch in KMI Asset. Leading a sales organization of 100 people, he demonstrates excellent leadership qualities and speaks on a variety of topics, including whole life insurance, annuities, leadership and organizational management.

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Successful organization management and sales know-how for long-term success

Joo Hwan Lee
会议类型：
焦点会议
演讲语言：
朝鲜语
会议日期：
2025 年 6 月 23 日，星期一
开始时间：
15:00
Monday, June 23, 2025
Lee
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Coreano
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语言：
朝鲜语
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Lee shares his vivid experiences and know-how of building an organization of more than 100 people from a single mentee and achieving the No. 1 branch in the company and the MDRT Excellence Branch. From new recruit discovery techniques to training processes, organization attrition prevention and problem-solving strategies, Lee provides realistic and detailed information on everything you need for actual organizational management.

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