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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。 

Hyunju Lee

,
,
入会总年份：
3
内阁会员荣誉：
顶尖会员荣誉：

Hyunju Lee joined Kyobo Life Insurance in 2018 and currently serves as a comprehensive asset management specialist. Lee specializes in retirement pension recruitment and is a securities and fund investment solicitation agent. She earned a master’s degree in hotel and tourism studies from Kyung Hee University and worked as a hotelier for more than 15 years prior to joining the financial services profession. Lee has lectured at various universities and was a three-year visiting professor in the practical Japanese language department at Hanyang Women’s University.

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Utilizing MDRT

Hyunju Lee
会议类型：
交流区
演讲语言：
朝鲜语
会议日期：
2025 年 6 月 22 日，星期日
开始时间：
12:00
Sunday, June 22, 2025
Lee
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Gestión de Negocios
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语言：
朝鲜语
No items found.

How can you grow through MDRT? Lee shares how newsletters, lectures, seminars, domestic and international events, and volunteer work can help you get involved and benefit from numerous areas within MDRT.

Lee Chi-Hsiang, CFP, MSF

,
,
入会总年份：
14
内阁会员荣誉：
6
顶尖会员荣誉：
2

Lee Chi-Hsiang，CFP，南山人寿保险公司处级经理，21年从业经验，活动策划师，专业讲师，专精资产传承、企业保单、个人退休金规划与个人医疗险与意外险规划。曾获全国总会长及年度增员王。国际财金硕士。

Lee Chi-Hsiang, CFP, MSF, is the manager at Nanshan Life Insurance Company. With 21 years of experience in the insurance profession and a master's degree in international finance from NYU-HKUST, Lee Chi-Hsiang is an internationally certified financial advisor who specializes in asset inheritance, business insurance policies, personal retirement planning and comprehensive insurance solutions. He is an active MDRT member and has experience as an event planner and professional speaker.

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打造您的保险生活圈

Build your insurance life circle

Lee Chi-Hsiang, CFP, MSF
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：
14:30
Tuesday, June 24, 2025
Lee Chi-Hsiang
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Marketing
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语言：
普通话
No items found.

Lee Chi-Hsiang shares the importance of building a distinctive insurance life circle by creating your personal insurance network through organized events and how crucial the operations are before, during and after an event.

深入剖析保险生活圈对事业发展的助力，分享活动策划技巧，掌握利用活动打造保险生活圈的方法。

Lee Chi-Hsiang, CFP, MSF

,
,
入会总年份：
14
内阁会员荣誉：
6
顶尖会员荣誉：
2

Lee Chi-Hsiang，CFP、MSF 拥有 21 年保险从业经验，并持有国际金融硕士学位。身为 Nan Shan Life 的分区经理，他擅长资产继承规划、企业保单和个人退休规划，以及个人、医疗和意外保险规划。

Lee Chi-Hsiang, CFP, MSF, has 21 years of experience in the insurance profession and holds a master’s degree in international finance. As a division manager at Nan Shan Life, he specializes in asset inheritance planning, corporate insurance policies and personal retirement planning as well as individual, medical and accident insurance planning.

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小组研讨：经营统一的顾问品牌

Panel discussion: Managing a unified advisor brand

Lee Chi-Hsiang, CFP, MSF
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
Lee Chi-Hsiang
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This is some text inside of a div block.
语言：
普通话
No items found.

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。

Jane Lim

,
,
入会总年份：
3
内阁会员荣誉：
顶尖会员荣誉：

Jane Lim is the founder and director of Prosper Financial Planning Pty Ltd, with over 15 years of international experience in the financial services industry. She is deeply committed to empowering individuals to achieve financial freedom by building financial resilience. Jane’s extensive background in financial planning, coupled with a Master’s degree in Business Administration and Applied Finance, gives her a unique perspective on how to approach adversity. Her expertise and passion for guiding clients through life’s toughest moments have made her a trusted voice in the financial world.

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Turning adversity into advantage: Mastering resilience in work and life

Jane Lim
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
Lim
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Persona Íntegra
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语言：
英语
No items found.

We all face adversity—it's an inevitable part of both our personal and professional journeys. But when life throws its toughest challenges your way, how will you respond? Will you let it break you, or will you transform it into a powerful catalyst for growth? In this empowering session, Jane Lim will share actionable strategies to help you not only navigate adversity but to harness it as a source of strength. Learn how to build resilience, cultivate a mindset that thrives under pressure, and turn life's inevitable setbacks into stepping stones towards greater success. Whether it's a career crisis, personal setback, or business struggle, this session will equip you with the tools to not just survive, but to flourish through any challenge life throws your way.

Bernard Lim

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

Bernard Lim 在金融服务行业拥有超 30 载经验，尤其擅长遗产规划。他曾在全球各地培训出超 10,000 名金融专业人士，也曾指导许多百万圆桌会员。Lim 持有新加坡国立大学的荣誉学士学位，也是亚洲和中东地区高净值活动的演讲常客。

Bernard Lim has more than 30 years of experience in the financial services profession, specializing in estate and legacy planning. He has trained more than 10,000 financial services professionals globally and has mentored many MDRT members. Lim holds an upper honors degree from the National University of Singapore and is a frequent speaker at high-net-worth events in Asia and the Middle East.

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遗产规划革命：当人类智慧邂逅人工智能

The estate planning revolution: Where human wisdom meets artificial intelligence

Bernard Lim
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：
11:00
Wednesday, June 25, 2025
Lim
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语言：
英语
普通话
西班牙语
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In an increasingly complex landscape, delivering exceptional estate planning services to affluent clients demands reinvention. Learn Lim’s simple yet powerful model to amplify your relevance by masterfully guiding conversations, injecting high value and unlocking new opportunities, including harnessing the capabilities of AI as an indispensable ally.

随着社会环境日益复杂，要为富裕客户提供卓越的遗产规划服务，就需要大刀阔斧的改革。学习 Lim 简单而有效的方法，以大师级技巧引导对话、注入高价值和解锁新机遇，从而扩展您的相关性，其中包括善用 AI 功能，将它变成您不可或缺的盟友。

Lin Bin

,
,
入会总年份：
9
内阁会员荣誉：
2
顶尖会员荣誉：

Lin Bin，中国平安人寿销售经理，从业9年。擅长客户转介绍、客户档案管理、采访式招募、团队经营管理，荣获深圳市百强寿险精英、中保协优秀青年大学生保险营销员称号。Syracuse University管理学硕士。

Lin Bin is a sales manager at China Ping An Life Insurance. He has nine years of industry experience and specializes in client referrals, file management, interview-based recruitment and team management. He holds a master’s degree in management from Syracuse University and has been recognized as one of Shenzhen's Top 100 Life Insurance Elite and Outstanding Young College Student Insurance Salesperson by the China Insurance Association.

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升级档案管理高效签单

Improve file management for efficient sales closure

Lin Bin
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：
11:30
Monday, June 23, 2025
Lin Bin
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Gestión de Negocios
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语言：
普通话
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In addition to daily operations, client relationship management also includes advanced file management. Lin Bin explains how the efficiency-focused system has evolved over the years to help teams achieve high conversion rates, enhance referral success and streamline workflows — enabling first-year advisors to qualify for MDRT.

持续改进客户档案管理方式，提升签单效率与转介绍成功率。细化客户关系管理方法，实现新人首年问鼎百万圆桌。

Lin Bin

,
,
入会总年份：
9
内阁会员荣誉：
2
顶尖会员荣誉：

Lin Bin 加入金融服务业已有九个年头。身为 Ping An Life Insurance Co. 的销售经理，Bin 尤其擅长客户转介绍、客户档案管理、面试招聘和团队领导，并曾荣获他所在公司的百大人寿保险精英荣誉。

Lin Bin has been in the financial services profession for nine years. As sales manager at Ping An Life Insurance Co., Bin excels at client referrals, client file management, interview-based recruitment and team leadership, and was recognized as one of the top 100 life insurance elites at his company.

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升级档案管理高效签单

Upgraded file management for efficient closing

Lin Bin
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：
15:00
Tuesday, June 24, 2025
Lin Bin
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This is some text inside of a div block.
语言：
普通话
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Gain insight from Lin Bin as he shares how to improve the closing rate and referral success rate through systematic client file management as well as how to master efficient file management methods.

如何通过系统化的客户档案管理，提升签单率和转介绍成功率。掌握高效档案管理方法，了解从新人到MDRT的成长路径。

Simon D. Lister, Dip PFS

,
,
入会总年份：
18
内阁会员荣誉：
18
顶尖会员荣誉：
15

Simon D. Lister，Dip PFS 是 2025 年百万圆桌获提名人。2021 年，他曾担任顶尖会员分会全球理事会成员及顾问委员会主席，目前则担任年会日程起草部门的全球理事会成员。他也曾担任会员交流委员会分会区域主席。他也是百万圆桌基金会的“白金骑士”和核心集团的成员。Lister 是一名独立理财规划师兼 ML Financial Associates 的董事总经理，擅长退休规划工作。

‍

Simon D. Lister, Dip PFS, is the 2025 Nominee of MDRT. In 2021, he served as Global Council Member and Advisory Board Chair of the Top of the Table Division and currently serves as Global Council Member of the Annual Meeting Program Development Division. He also served as Area Chair of the Membership Communications Division. He is a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. Lister is an independent financial planner and managing director with ML Financial Associates, where he specializes in retirement planning.

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获提名人任命致辞

Nominee Acceptance Speech

Simon D. Lister, Dip PFS
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
Lister
This is some text inside of a div block.
This is some text inside of a div block.
语言：
英语
日语
朝鲜语
普通话
西班牙语
泰语
No items found.

Simon D. Lister, Dip PFS, formally accepts the nomination to become the newest member of the Executive Committee.

‍

Simon D. Lister，Dip PFS 正式接受提名，将成为执行委员会的最新成员。

‍

Fang Yu Lo

,
,
入会总年份：
8
内阁会员荣誉：
2
顶尖会员荣誉：
1

Lo Fang Yu，CCPI，国泰人寿资深业务经理，14年从业经验，擅长税务规划与资产传承，担任公司百万圆桌大使。获得大学学位。

Fang Yu Lo has 14 years of experience at Cathay Life Insurance Co. Ltd., specializing in tax planning and asset inheritance. She is her company's MDRT ambassador and CCPI lecturer.

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用3S经营品牌提升促约力

Leverage the 3S system for enhanced performance

Fang Yu Lo
会议类型：
交流区
演讲语言：
普通话
会议日期：
开始时间：
14:00
Tuesday, June 24, 2025
Lo
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Persona Íntegra
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语言：
普通话
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Lo explains how to leverage the 3S strategy (sports, study, social media) to build your personal brand and optimize client outreach for more effective appointment conversions.

运用3S（运动、学习、社媒）体系打造个人品牌形象。分享全方位品牌建设方法，提升促约成功率。

Anthony J. Longley, LUTCF, IFA

,
,
入会总年份：
22
内阁会员荣誉：
1
顶尖会员荣誉：

Anthony J. Longley, LUTCF, IFA, has been in the financial services profession for 40 years. He is an MDRT Foundation Gold Knight and currently serves as an executive financial services representative at Colina Insurance Ltd., where he has been recognized locally and globally for sales achievement and conservation.

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The power of mentoring for both mentors and mentees

Anthony J. Longley, LUTCF, IFA
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：
13:30
Tuesday, June 24, 2025
Longley
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Gestión de Negocios
This is some text inside of a div block.
语言：
英语
No items found.

While mentorship provides mentees with a pillar of support, offering knowledge, insight, fresh perspective and wisdom, mentors learn new information and innovations from the mentee and refine and revitalize existing skills that may have become dormant. Highlighting the mutual respect and lasting relationship between mentors and mentees, Longley shares the advantages of enrolling in the MDRT Mentoring Program and its flexibility and vast resources.

Maria Teresa López Alcala, LUTCF, FSS

,
,
入会总年份：
12
内阁会员荣誉：
2
顶尖会员荣誉：

Maria Teresa López Alcala, LUTCF, FSS, has been in the financial services profession for 13 years and has received multiple awards for her performance at Seguros Monterrey New York Life. López Alcala specializes in life insurance under the Whole Person concept, is currently the MDRT Country Chair for Mexico and has served on various MDRT committees such as PGA and MCC

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Promises fulfilled, lifelong clients

Maria Teresa López Alcala, LUTCF, FSS
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：
11:30
Monday, June 23, 2025
López Alcala
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Asesoría a Clientes
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语言：
西班牙语
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López Alcala explains why the maturity of a client's plan can serve as the foundation for a broader protection strategy, enabling you to create a legacy that spans generations within a niche market. Discover how she has successfully expanded her client portfolio, increased her premium sizes, retained her clients, secured referrals and, most importantly, ensured that many families remain protected.

Varisa Maneetavat

,
,
入会总年份：
5
内阁会员荣誉：
5
顶尖会员荣誉：
1

Varisa Maneetavat is a certified financial advisor and senior area manager at Krungthai AXA Life Insurance Co. She has six years of experience in the financial services profession, specializes in life insurance and holds a bachelor’s degree in pharmacy.

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Establishing an eco-friendly digital marketplace for the emerging generation

Varisa Maneetavat
会议类型：
焦点会议
演讲语言：
泰语
会议日期：
2025 年 6 月 24 日，星期二
开始时间：
13:30
Tuesday, June 24, 2025
Maneetavat
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This is some text inside of a div block.
语言：
泰语
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Two speakers explain how understanding the perspectives, sentiments and demands of millennials helped them establish a systematic, tangible and non-face-to-face marketing strategy that successfully attracted more than 400 clients.

Varisa Maneetavat, Kallaya Puangkingkaew

,
,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Varisa Maneetavat is a certified financial advisor and senior area manager at Krungthai AXA Life Insurance Co. She has six years of experience in the financial services profession, specializes in life insurance and holds a bachelor’s degree in pharmacy.

Kallaya Puangkingkaew serves as the center manager at Thai Life Insurance Public Co. Ltd., bringing more than 16 years of professional experience to her role. Puangkingkaew graduated with a bachelor’s degree with honors, and she has an extensive background in finance and accounting. She actively contributes as a company spokesperson for various initiatives, playing a pivotal role in generating 90% of the company's sales through unconventional channel, and has been the recipient of numerous accolades.

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Establishing an eco-friendly digital marketplace for the emerging generation

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

Two speakers explain how understanding the perspectives, sentiments and demands of millennials helped them establish a systematic, tangible and non-face-to-face marketing strategy that successfully attracted more than 400 clients.

Sneha Prakash Manjrekar, BA

Mumbai
,
,
India
入会总年份：
4
内阁会员荣誉：
2
顶尖会员荣誉：

Sneha Prakash Manjrekar, BA, is a financial advisor and the CEO and founder of Simkin Investments. With more than 25 years of experience in financial services, she specializes in child education insurance and retirement financial planning, helping families and individuals achieve long-term financial security. Though Manjrekar’s journey began as a homemaker, she transitioned to a career in wealth management and became her branch’s first Court of the Table member, breaking a 35-year record. Combining expertise, innovation and dedication, Manjrekar is a trusted advisor who empowers her clients to reach their financial goals with confidence.

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Panel discussion: Unity in diversity

Sneha Prakash Manjrekar, BA
会议类型：
焦点会议
演讲语言：
印地语
会议日期：
2025 年 6 月 23 日，星期一
开始时间：
15:00
Monday, June 23, 2025
Manjrekar
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This is some text inside of a div block.
语言：
印地语
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What challenges do advisors face in different countries, and how do they find solutions? Learn how members in India, Sri Lanka and Pakistan approach AI, identify opportunities to help clients, and develop strong relationships that create both trust and stable businesses. This session will be presented in a combination of Hindi and English.

Karolos Vasiliou Markouizos Sr., RPS, EBC

Athens
,
,
Greece
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Karolos Vasiliou Markouizos Sr., RPS, REBC, has worked in the financial services profession for 31 years. He specializes in life insurance, retirement, health insurance, and group insurance. Has been recognized many times for his outstanding annual production by his company.

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7 simple, game-changing actions for your relationships with clients

Karolos Vasiliou Markouizos Sr., RPS, EBC
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：
12:30
Tuesday, June 24, 2025
Markouizos Sr.
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Marketing
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语言：
英语
No items found.

Many critical actions can enhance trust with clients while fostering further interactions and long-term cooperation. Markouizos provides real-life case studies to demonstrate how these actions can improve your productivity and success.

Alfredo Roberto Martínez Cantu

,
,
入会总年份：
15
内阁会员荣誉：
8
顶尖会员荣誉：
1

Alfredo Martínez is a successful insurance professional agent at Seguros Monterrey New York Life.

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From prospect to client: The art of effective follow-up

Alfredo Roberto Martínez Cantu
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：
12:00
Sunday, June 22, 2025
Martínez Cantu
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Asesoría a Clientes
This is some text inside of a div block.
语言：
西班牙语
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What are the keys to good relationships with prospects and clients? Martínez Cantu explains how to stay in touch with prospects without being pushy, allowing them the space they need until they are ready to purchase, and how to keep your promises once they have become your clients. He also shares his best order and management strategies to ensure no client is overlooked.

Kelli J. McCauley

,
,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Kelli J. McCauley is an executive coach, leadership consultant and expert on scaling sales teams. Known for her experiential, high-potential leadership programs, McCauley has helped hundreds of graduates from these initiatives move into high-level sales leadership roles with various companies. With more than 20 years of impacting clients’ leadership effectiveness to increase sales, driving measurable advisor retention and improving bottom-line results, McCauley is dedicated to helping leaders scale their businesses.

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Purpose, people and profit: How top leaders inspire excellence

Kelli J. McCauley
会议类型：
全球服务
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
McCauley
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This is some text inside of a div block.
语言：
英语
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Discover the science, art and practical steps to create a high-performing practice, sales team or home office culture. McCauley shares actionable tools to immediately lead with purpose and inspire excellence, whether you’re just starting out or aiming to take your success to the next level.

Kelli J. McCauley

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Kelli J. McCauley is an executive coach, leadership consultant and expert on scaling sales teams. Known for her experiential, high-potential leadership programs, McCauley has helped hundreds of graduates from these initiatives move into high-level sales leadership roles with various companies. With more than 20 years of impacting clients’ leadership effectiveness to increase sales, driving measurable advisor retention and improving bottom-line results, McCauley is dedicated to helping leaders scale their businesses.

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Panel discussion: Inspire, lead and grow your agency team

Kelli J. McCauley
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
McCauley
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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.

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Kelli J. McCauley, Godofredo III Batas Peteza, Yolen Sada, Gwendolyn Tan, BSc (Hons) ChFC®/S

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入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Kelli J. McCauley is an executive coach, leadership consultant and expert on scaling sales teams. Known for her experiential, high-potential leadership programs, McCauley has helped hundreds of graduates from these initiatives move into high-level sales leadership roles with various companies. With more than 20 years of impacting clients’ leadership effectiveness to increase sales, driving measurable advisor retention and improving bottom-line results, McCauley is dedicated to helping leaders scale their businesses.

Godofredo Batas Peteza III is a branch manager at Pru Life UK in the Philippines. He holds a bachelor’s degree in information technology and has been in the financial services profession for 10 years, serving as a leader for six years. Specializing in financial planning, wealth management and high-net-worth clients, Peteza has helped his team of 130 financial advisors and three agency leaders achieve top awards, including for the highest activity and MDRT ratio versus total manpower.

Yolen Sada has been in the financial services profession for 12 years, serving as a leader for the past 11 years. As a sales director at her own firm with Prudential Seguros Mexico S.A., Sada specializes in sales, leadership and mindset while managing a team of 45 advisors and managers. She has received many awards for recruiting and sales, and her previous experience includes running her own jewelry brand.

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

Kelli J. McCauley, Godofredo III Batas Peteza, Yolen Sada, 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
McCauley, Peteza, Sada, 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.

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Thomas R. McCoy, CLTC

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入会总年份：
32
内阁会员荣誉：
7
顶尖会员荣誉：

Thomas R. McCoy，CLTC 于 1982 年投身金融服务业。他在 M&E Catalyst Group 任职顾问，并拥有工商管理学士学位。McCoy 曾在百万圆桌担任多个领导职位，目前任职 PGA 全球理事会成员，同时也是百万圆桌基金会的”神剑骑士“。他屡屡担任慈善岗位，为公益事业贡献良多，并竭诚投身社区服务，包括支持申请一笔基金会资助金，协助重建菲律宾遭受台风 Yolanda 摧毁的八间房屋。 

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Thomas R. McCoy, CLTC, began his financial services career in 1982. He is an advisor with M&E Catalyst Group and holds a Bachelor of Arts in business administration. McCoy has held various leadership positions within MDRT, currently serving as Global Council Member of PGA, and is an Excalibur Knight of the MDRT Foundation. His numerous philanthropic roles and contributions exemplify his dedication to community service, including securing a Foundation grant that funded reconstruction of eight homes destroyed by Typhoon Yolanda in the Philippines.

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“卓越首航”会议

Launch to Excellence

Thomas R. McCoy, CLTC
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
McCoy
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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.

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。

Juli Y. McNeely, CFP, CLU

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入会总年份：
18
内阁会员荣誉：
8
顶尖会员荣誉：
5

Juli Y. McNeely, CFP, CLU, grew up in the financial services profession, watching her mother and father serve clients. She currently is an owner at Financial Clarity by Design, an independent firm founded by her father, while also growing her personal coaching practice, Juli McNeely Consulting LLC. She became NAIFA’s first female president in 2014 and was awarded the WIFS Woman of the Year award in 2015. In 2016, McNeely released “No Necktie Needed: A Woman’s Guide to Success in Financial Services.”

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Attaining and maintaining Top of the Table production

Juli Y. McNeely, CFP, CLU
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：
13:30
Monday, June 23, 2025
McNeely
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语言：
英语
日语
朝鲜语
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Hear from Top of the Table members as they share their keys to sustainable success in the financial services profession. Learn the types of clients they pursue, how their practices have grown and evolved, and ways they have implemented MDRT’s Whole Person concept into their lives — all while achieving Top of the Table production every year. The session will be moderated by 2025 Top of the Table Divisional Vice President of Member Engagement, Juli Y. McNeely, CFP, CLU.

Jazmín Veneranda Medrano Torres, APA

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入会总年份：
1
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Jazmín Veneranda Medrano Torres has seven years of experience as an insurance agent at Seguros Monterrey New York Life. She holds a bachelor’s degree in law and international affairs, and has served as a family court defender, a court clerk in a family court and as a government officer. With specialties in major medical expenses and retirement plans, Medrano Torres has received recognition for her accomplishments, such as being the Grand Diamond and Three Diamond Convention winner for major medical expenses and Two Diamond Convention winner for all insurance lines.

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Panel discussion: Foolproof strategies for countless referrals

Jazmín Veneranda Medrano Torres, APA
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：
13:30
Sunday, June 22, 2025
Medrano Torres
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Gestión de Negocios
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语言：
西班牙语
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Corella Gastelum and Medrano Torres share some foolproof techniques to increase the raw material of every advisor: referrals.

Holly Xiao Yan Miao Brain

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入会总年份：
8
内阁会员荣誉：
顶尖会员荣誉：

Xiao Yan Holly Miao is the founder of Sunnylife 1618 Financial Inc., and the co-founder and CEO of Sunnylife Prosperity. With master’s degrees in management and law, Miao has 10 years of experience in the financial services profession and has received multiple awards for her accomplishments.

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小组研讨：经营统一的顾问品牌

Panel discussion: Managing a unified advisor brand

Holly Xiao Yan Miao Brain
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
Miao Brain
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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。

Jun Mikawa

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入会总年份：
14
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顶尖会员荣誉：

Jun Mikawa has a 15-year career with Prudential Life Insurance Company, Japan, and holds a degree in political science from Keio University School of Law. He previously worked for Fujitsu Ltd. and has received many accolades for his accomplishments, including the President’s Cup Award and Branch Core Value Award among others.

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A repeatable and adoptable prospecting method

Jun Mikawa
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：
13:30
Tuesday, June 24, 2025
Mikawa
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语言：
日语
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Prospecting is perhaps the most important, yet challenging, aspect of the life insurance business. Mikawa explains how to develop worksite markets and build trusting relationships with accountants and tax advisors as centers of influence, establishing a repeatable prospecting method that you can adopt quickly.

Paul Milbourne

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入会总年份：
4
内阁会员荣誉：
3
顶尖会员荣誉：

Paul Milbourne is the owner of Milbourne Insurance Solutions, a specialist insurance advice firm that provides financial security through personal insurance contracts for business owners and executives. As a leading life risk advisor with more than 24 years in financial services, Milbourne has built advice businesses, run one of the largest risk-only businesses for a large, mid-tier accounting firm and is now building his own firm again. He holds an advanced diploma in financial planning and has facilitated some of the largest life, TPD, critical illness and income protection insurance claims in his country.

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Critical illness insurance: Basics and best practices

Paul Milbourne
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：
14:00
Monday, June 23, 2025
Milbourne
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Asesoría a Clientes
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语言：
英语
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Critical illness insurance is the No. 1 life product that an insurance company pays claims on, Milbourne says, yet is the hardest product for an advisor to present to a client. He explains how to simplify this coverage to help clients understand the value of this much-needed protection and how it can provide financial certainty at an uncertain time.

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