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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。 

Toshihiro Mishima

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入会总年份：
21
内阁会员荣誉：
11
顶尖会员荣誉：
4

Toshihiro Mishima is a Life Planner of Prudential Life Insurance Company.

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To be chosen naturally by clients

Toshihiro Mishima
会议类型：
焦点会议
演讲语言：
日语
会议日期：
2025 年 6 月 25 日，星期三
开始时间：
9:30
Wednesday, June 25, 2025
Mishima
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语言：
日语
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MDRT members diligently gather information to enhance their knowledge to serve our clients. However, that alone is not enough to ensure that you will be chosen by clients. While it's essential to guide clients with logical information, providing emotional support is also important. Mishima explains his intentional actions to be chosen naturally without burdening either side.

Dana Mitchell, CFP, CLU

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入会总年份：
11
内阁会员荣誉：
7
顶尖会员荣誉：
4

Dana Mitchell, CFP, CLU, is principal of Basis Wealth, a financial planning firm. With more than 20 years of experience, Mitchell works with clients to build their wealth while protecting what matters most to them.

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Panel discussion: Mentorship mastery: Building lasting connections and transforming practices through MDRT

Dana Mitchell, CFP, CLU
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
Mitchell
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Gestión de Negocios
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语言：
英语
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Discover how you can leverage MDRT mentorship to elevate your practice and create a network of support for years to come. Sharing a transformative journey through the MDRT Mentoring Program, Fardy and Mitchell reveal how a simple online match blossomed into a meaningful, professional relationship that still impacts both of their lives today through growth, guidance and much more.

Dana Mitchell, CFP, CLU

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入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Dana Mitchell, CFP, CLU, is principal of Basis Wealth, a financial planning firm. With more than 20 years of experience, Mitchell works with clients to build their wealth while protecting what matters most to them.

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The MDRT Academy and you: How to partner with the Academy for training success

Dana Mitchell, CFP, CLU
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
Mitchell
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Gestión de Negocios
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语言：
英语
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When you’re running a business and meeting with clients, it leaves little time to focus on training your junior advisors and helping them achieve their own MDRT qualifications. Mitchell shares how she has implemented the MDRT Academy in her work with junior advisors as well as the useful tools and resources that free up your time so you can zero in on the practice management and client service skills that mean so much.

Dana Mitchell, CFP, CLU

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入会总年份：
11
内阁会员荣誉：
7
顶尖会员荣誉：
4

Dana Mitchell，CFP、CLU 是理财规划公司 Basis Wealth 的老板。凭借 20 多年的丰富经验，Mitchell 致力与客户合作累积财富，同时保护对他们重要的事物。

Dana Mitchell, CFP, CLU, is principal of the financial planning firm Basis Wealth. With more than 20 years of experience, Mitchell works with clients to build their wealth while protecting what matters most to them.

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掌握大师级指导能力：通过百万圆桌建立长久联系和成功转型的业务

Mentorship mastery: Building lasting connections and transforming practices through MDRT

Dana Mitchell, CFP, 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：
9:30
Wednesday, June 25, 2025
Mitchell
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语言：
英语
印地语
普通话
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Sharing a transformative journey through the MDRT Mentoring Program, Fardy and Mitchell reveal how a simple online match blossomed into a meaningful professional relationship that still impacts both of their lives today. Learn how they structured their meetings around the MDRT mentorship framework, using it to navigate career transitions like succession planning and team building, and found unexpected value in their evolving friendship.

通过分享百万圆桌师徒制辅导计划的启迪之旅，Fardy 和 Mitchell 将揭示一次简单的网上配对，如何演变为一段饶富意义的专业关系，至今依然影响着他们的人生。了解他们如何围绕百万圆桌师徒制辅导计划框架来安排会面，并以之作为继承规划和团队建设等职业转变的契机，以及在不断蜕变的关系中找到意想不到的价值。

Ana Daniela Morosanu

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入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Ana Daniela Morosanu is a unit manager at Metropolitan Life Romania. She has been in the financial services profession for 24 years and has served as a leader for 22 years. As a manager of 10 direct agents, Morosanu specializes in growing sales teams and has helped hers achieve multiple sales awards. She holds a master’s degree in mathematics from the University of Bucharest and earned the MDRT Culture of Excellence Platinum Agency Award in 2023.

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

Ana Daniela Morosanu
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
Morosanu
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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.

Ana Daniela Morosanu, Augustine Boon Kheong Seah, BSc, 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：

Ana Daniela Morosanu is a unit manager at Metropolitan Life Romania. She has been in the financial services profession for 24 years and has served as a leader for 22 years. As a manager of 10 direct agents, Morosanu specializes in growing sales teams and has helped hers achieve multiple sales awards. She holds a master’s degree in mathematics from the University of Bucharest and earned the MDRT Culture of Excellence Platinum Agency Award in 2023.

Augustine Boon Kheong Seah, BSc, started his agency when he was 26 and now leads a team of nearly 70 consultants and staff members. He strongly believes that cultivating young leaders in the industry is key to fostering agency growth and success. Seah has received numerous awards over the years, including the President’s Club Award, the Multimillion-Dollar Agency Leader Award and the Million-Dollar Agency Leader Award.

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

Ana Daniela Morosanu, Augustine Boon Kheong Seah, BSc, 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
Morosanu, Seah, 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.

Kate Moynihan

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入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Kate Moynihan 是一名获奖无数且备受信任的策略领袖，致力于扩展全球必要健康服务的供应，务求带来长远存续且卓有成效的解决方案，以改善服务不足社群的健康福祉。由 2017 年开始，她便出任 Seva Foundation 的执行董事，与该非营利组织一起推广优质视力保健服务。在 Moynihan 的优秀领导下，Seva 在研究上取得了重大突破，向世界展现健全视力的价值，并在组织方针上予以革新，除了推行恢复视力的可持续计划外，还致力于提升经济及社会机遇，惠及数百万计对医疗保健服务受用有限的人。

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Kate Moynihan is an award-winning and highly trusted strategic leader dedicated to expanding access to essential health services worldwide and delivering long-lasting and effective solutions that improve the well-being of underserved communities. Since 2017, she has served as executive director of the Seva Foundation, a nonprofit committed to increasing access to quality eye care. Under Moynihan’s leadership, Seva has contributed to groundbreaking research demonstrating the value of sight and evolved its approach to creating sustainable programs that restore vision as well as enhance economic and social opportunities for millions of individuals with limited access to health care.

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从黑暗到光明视力与蜕变之旅

Darkness to light: A journey of sight and transformation

Kate Moynihan
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
Moynihan
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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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Since 1978, the Seva Foundation, the MDRT Foundation’s charity partner for the 2025 MDRT Annual Meeting, has been transforming lives by restoring sight in communities with limited or no access to eye care. Moynihan shares how Seva partners with local institutions in more than 20 countries to strengthen health care infrastructure and co-create sustainable, community-led eye care solutions.  

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自 1978 年起，2025 年百万圆桌年会百万圆桌基金会慈善合作伙伴 Seva Foundation 便一直服务社区，为视力保障服务缺乏或有限的群体恢复光明，改变了无数人的一生。Moynihan 将分享 Seva 如何与超 20 个国家/地区的当地机构携手合作，致力加强医疗保健基建，共同创造由社区主导的可持续视力保健解决方案。  

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Montserrat Mureddu Gonzalez

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入会总年份：
5
内阁会员荣誉：
2
顶尖会员荣誉：

Montserrat Mureddu Gonzalez is an organizational psychologist specializing in personal finance management from Tecnológico de Monterrey. She is also an insurance advisor and a certified personal finance coach. With six years of experience in the financial services profession, Mureddu Gonzalez has focused on family finances and estate planning for business families. As an insurance advisor, she has received several prestigious awards from her company for her exceptional performance.

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Success and balance: How to be a Court of the Table member, a dedicated mom and work part time

Montserrat Mureddu Gonzalez
会议类型：
交流区
演讲语言：
西班牙语
会议日期：
2025 年 6 月 24 日，星期二
开始时间：
12:30
Tuesday, June 24, 2025
Mureddu Gonzalez
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Persona Íntegra
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语言：
西班牙语
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Mureddu Gonzalez shares how she has successfully balanced her work and family life and explains how her strategies helped her identify a specific, high-profile niche market that aligns with her work philosophy: Provide premium advice to clients who value personalized service and are willing to pay higher premiums.

Takashi Muto

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入会总年份：
11
内阁会员荣誉：
1
顶尖会员荣誉：

Takashi Muto is an executive life plan consultant at Gibraltar Life Insurance. He has 18 years of experience in the business and 99% of his market is individuals.

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How to maintain consistent performance in the worksite market for many years

Takashi Muto
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：
12:30
Monday, June 23, 2025
Muto
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Persona Íntegra
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语言：
日语
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It took Muto 10 years to achieve stable performance in this business. Some may have had a rocket start, but he worked one step at a time for 18 years in the worksite market and earned Court of the Table for the first time this year. He shares his insights from his journey and his vision for the future of MDRT members.

Ayumu Nakajima

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入会总年份：
10
内阁会员荣誉：
9
顶尖会员荣誉：
4

Ayumu Nakajima began his career at a property and casualty insurance company, specializing in sales promotion in the corporate market. He was later tasked with developing sales representatives to become professional general agents. He registered to sell life insurance in April 2015 and focused on business insurance market. With a total of 34 years of experience in the insurance business, he is the leading agent in the General Agency.

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How to win the hearts of customers with P&C insurance stories

Ayumu Nakajima
会议类型：
交流区
演讲语言：
日语
会议日期：
2025 年 6 月 24 日，星期二
开始时间：
13:00
Tuesday, June 24, 2025
Nakajima
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Asesoría a Clientes
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语言：
日语
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Our prospects will only be ready to listen whe they are interested in our knowledge and information. Nakajima will share his method of using everyday P&C insurance stories to capture their interest, engage them in the conversation, and demonstrate that our time together will be valuable.

Gustavo Alberto Nava Reynoso

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入会总年份：
6
内阁会员荣誉：
1
顶尖会员荣誉：

Gustavo Alberto Nava Reynoso is a professional insurance advisor at MetLife Mexico. Throughout his 10 years of experience in the financial services profession, Nava Reynoso has specialized in life insurance and major medical expenses, and his excellent performance has earned him awards, such as National and International Conventionist, Regional Life Insurance Champion as a novice advisor in 2014 and National Life Insurance Champion in 2017.

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Master the art of connecting

Gustavo Alberto Nava Reynoso
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：
13:30
Monday, June 23, 2025
Nava Reynoso
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Asesoría a Clientes
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语言：
西班牙语
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Mastering the art connecting with the emotions of your prospects will help you not only close sales, but also open lifelong relationships. In this session, you will learn to identify a buyer's most important emotions and how to use them to your advantage.

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Gustavo Alberto Nava Reynoso

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入会总年份：
6
内阁会员荣誉：
1
顶尖会员荣誉：

Gustavo Alberto Nava Reynoso is a professional insurance advisor at MetLife Mexico. Throughout his 10 years of experience in the financial services profession, Nava Reynoso has specialized in life insurance and major medical expenses, and his excellent performance has earned him awards, such as National and International Conventionist, Regional Life Insurance Champion as a novice advisor in 2014 and National Life Insurance Champion in 2017.

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Powerful questions will take you to the next level

Gustavo Alberto Nava Reynoso
会议类型：
焦点会议
演讲语言：
西班牙语
会议日期：
2025 年 6 月 24 日，星期二
开始时间：
13:30
Tuesday, June 24, 2025
Nava Reynoso
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This is some text inside of a div block.
语言：
西班牙语
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Asking prospects the right questions is a practice that every insurance advisor should follow, no matter the stage of their career. This is how prospects recognize the importance of buying insurance and protecting their family’s future. Nava Reynoso shares how to structure the right questions so the prospect can resolve their own objections and make the decision to buy without feeling pressured by their advisor.

Mariant Carolina Navarro Protzel

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入会总年份：
7
内阁会员荣誉：
5
顶尖会员荣誉：

Mariant Carolina Navarro Protzel began her financial services career in 2016. As an independent advisor for Seguros Monterrey New York Life, Navarro Protzel serves as a member of the regional board of advisors for the company. She has been in the top 1% in sales in Mexico for three years. As an MDRT member, she has participated as a speaker for a ConneXion Zone session and a Focus Session.

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Financial thermostat: How to make Court of the Table your new normal

Mariant Carolina Navarro Protzel
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：
14:00
Sunday, June 22, 2025
Navarro Protzel
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Gestión de Negocios
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语言：
西班牙语
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Did you know that your self-concept and financial thermostat act as invisible boundaries that determine your level of success? Moving from a fatalistic mindset to a victorious one involves reprogramming the subconscious. Navarro Protzel shares hacks that will help you become highly productive, such as prioritizing time, eliminating distractions and focusing on high-impact tasks to break through those limits and achieve extraordinary results.

Jaslyn Ng, CLU, ChFC/S

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入会总年份：
8
内阁会员荣誉：
6
顶尖会员荣誉：
3

Jaslyn Ng，CLU、ChFC/S 是 Prudential Singapore 的理财服务总监，负责带领价值数百万元的代理机构。过去七年来她获奖无数，包括勇夺”亚洲年度最佳保险代理人“奖项，也跻身了”年度精英女性“和”年度数字代理人/领袖“之列。Ng 曾在 80 多个国际、地区和本地平台上发表演讲，向顾问同行分享亲身经验。她还荣获 LinkedIn 授予”LinkedIn 最强音“荣誉，该称号旨在表彰在各自领域持续分享见解、推动对话及与受众交流的少数专业人士。

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Jaslyn Ng, CLU, ChFC/S, leads her multimillion-dollar agency as a financial services director with Prudential Singapore. She has won many awards in the last seven years, including Asia Insurance Agent of the Year, one of the Elite Women of the Year and Digital Agent/Leader of the Year. Ng has spoken on more than 80 international, regional and local platforms, sharing her experiences with fellow advisors. She was also recognized as a LinkedIn Top Voice, an honor given by LinkedIn to select professionals who consistently share insights, drive conversations and engage audiences in their respective fields.

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解开终身转介绍的秘密公式：永不会再苦于无客户

Unlock the secret formula to lifelong referrals: Never run out of clients again

Jaslyn Ng, CLU, ChFC/S
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
Ng
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Marketing
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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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Using a five-minute, step-by-step approach, learn how to build lasting client relationships and generate continuous referrals from enthusiastic, loyal clients. Ng shares how to establish a strong online presence, gather valuable client feedback through targeted questions, and leverage testimonials to engage clients, promote your services and grow your referral network.

通过五分钟的逐步方针，学习如何建立长久的客户关系，并从热情且忠诚的客户身上，产生源源不绝的转介绍。Ng 将分享如何建立强大的网络形象，通过目标明确的提问来收集客户的意见反馈，以及善用客户评价来与他们互动、宣传您的服务并扩展您的转介绍网络。

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John F. Nichols, MSM, CLU

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入会总年份：
25
内阁会员荣誉：
20
顶尖会员荣誉：
18

John F.Nichols，MSM、CLU 将出任 2025 年度百万圆桌第一副会长。他拥有 25 年百万圆桌会龄，20 次获得内阁会员资格，18 次获得顶尖会员资格。Nichols 曾在 2020 年担任百万圆桌会员分会的全球理事会成员，也是 2019 年章程和道德委员会的主席。2022 年，他成为了百万圆桌基金会会长兼“皇家勋章神剑骑士”，也是核心集团的成员。Nichols 是 Nichols Consulting LLC 的创始人；该公司是全国认可的伤残保险福利企业。 

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John F. Nichols, MSM, CLU, is the 2025 First Vice President of MDRT. He is a 25-year MDRT member with 20 Court of the Table and 18 Top of the Table qualifications. Nichols served as Global Council Member of MDRT’s Membership Division in 2020 and Chair of its Bylaws and Ethics Committee in 2019. In 2022, he served as President of the MDRT Foundation, for which he is a Royal Order Excalibur Knight and a member of its Inner Circle Society. Nichols is the founder of Nichols Consulting LLC, a nationally recognized disability insurance benefits practice. 

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新任会长致辞

Incoming Presidential Address

John F. Nichols, MSM, CLU
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
Nichols
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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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Get to know 2026 MDRT President John F. Nichols, MSM, CLU

认识 2026 年度百万圆桌会长 John F. Nichols，MSM、CLU

Bobby James Ning, CFP, BA

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入会总年份：
19
内阁会员荣誉：
7
顶尖会员荣誉：
5

Bobby James Ning, CFP, BA, is managing director and co-founder of Financial Literacy Counsel. With more than 25 years of experience in the financial services profession, Ning specializes in delivering comprehensive wealth, tax and estate management solutions tailored for physicians and business leaders. Additionally, he holds special certifications that enable him to consult with family offices and develop programs for heirs and beneficiaries. He oversees a multi-advisory practice that manages the financial affairs of 2,000 families, in addition to his personal clientele.

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Engaging multiple generations to create successful wealth transfers

Bobby James Ning, CFP, BA
会议类型：
交流区
演讲语言：
英语
会议日期：
开始时间：
Ning
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Asesoría a Clientes
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语言：
英语
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A recent CNBC study found that 90% of parents intend to leave an inheritance for the next generation, but 48% do not have a specific plan in place. Ning explains how to facilitate conversations about value systems around building wealth, identifying conflicts that may exist between family members, and engaging with multiple generations to create paths for long-term relationships and financial planning.

Bobby James Ning, CFP, BA

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,
入会总年份：
19
内阁会员荣誉：
7
顶尖会员荣誉：
5

Bobby James Ning, CFP, BA, is managing director and co-founder of Financial Literacy Counsel. With more than 25 years of experience in the financial services profession, Ning specializes in delivering comprehensive wealth, tax and estate management solutions tailored for physicians and business leaders. Additionally, he holds special certifications that enable him to consult with family offices and develop programs for heirs and beneficiaries. He oversees a multi-advisory practice that manages the financial affairs of 2,000 families, in addition to his personal clientele.

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Know them today or lose them tomorrow: Strategies for keeping your clients' next generation in your practice

Bobby James Ning, CFP, BA
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：
9:30
Wednesday, June 25, 2025
Ning
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语言：
英语
西班牙语
泰语
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Parents want assurance that the next generation shares their values on wealth, and advisors need to build relationships with heirs to manage these assets. Ning explains how the ADDIE process (Analysis, Design, Development, Implementation, Evaluation) helps advisors create effective programs to drive these connections, ensuring content meets client needs and improves financial literacy.

Erik Olivares Rodriguez, MBA

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入会总年份：
1
内阁会员荣誉：
顶尖会员荣誉：

Erik Olivares Rodriguez, MBA, is the founder and CEO of Persé, a firm specializing in personal finance. He has been part of the financial services profession since 2009 and is an advocate of the digital nomad concept.

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Working 24/7: When does your advisory business expire?

Erik Olivares Rodriguez, MBA
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：
13:30
Monday, June 23, 2025
Olivares Rodriguez
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Marketing
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语言：
西班牙语
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Your personal brand is the image you present to others, shaped by your experiences, skills and values. Olivares Rodriguez shares why building a personal brand that sets you apart as a professional advisor is essential, how to create one and why you should start this process now.

Ee Boon Ong, CLU®/S, ChFC®/S

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,
入会总年份：
8
内阁会员荣誉：
2
顶尖会员荣誉：

Ee Boon Ong, CLU/S, ChFC/S, is a senior manager at Great Eastern Life-Singapore. Ong has been in the financial services profession for 12 years and specializes in comprehensive financial planning.

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3 Ps of sales that can lead to qualifying for MDRT year after year

Ee Boon Ong, 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：
12:00
Sunday, June 22, 2025
Ong
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Gestión de Negocios
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语言：
英语
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What processes and daily steps do you have in place to generate consistent business that leads to MDRT qualification? Ong provides actionable techniques to improve your prospecting, positioning and problem-solving.

Colin L.J. Ong, CLU, ChFC

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,
入会总年份：
30
内阁会员荣誉：
7
顶尖会员荣誉：
3

Colin L.J. Ong, CLU, ChFC, is the executive senior director of financial services at Great Eastern Life-Singapore under Advisors’ Clique Collective. A veteran in the profession with more than 30 years of experience, Ong is the recipient of the IBF Fellow Award from the Institute of Banking and Finance.

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Overcoming adversity and aspiring toward a Whole Person life

Colin L.J. Ong, CLU, ChFC
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：
13:00
Tuesday, June 24, 2025
Ong
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Persona Íntegra
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语言：
英语
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For most of his career, Ong’s focus on work came at the expense of his personal life. He shares how he has shifted toward a more balanced life in recent years and how you can prioritize both the personal and professional relationships in your life.

Candice Ong

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,
入会总年份：
7
内阁会员荣誉：
1
顶尖会员荣誉：

Candice Ong 2015 年毕业于南洋理工大学，拥有商务学位并主修市场营销。在 Shopee 任职一年后，她在 2016 年加入 Prudential Assurance Corporation Singapore，转型成为理财顾问。在接下来四年里，Ong 成功建立顾问业务，并顺利跻身管理层。目前任职金融服务主管的她，非常热衷于带领及指导顾问团队，并积极建立网上形象。

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Candice Ong graduated from Nanyang Technological University, earning a degree in business with a major in marketing in 2015. After spending a year at Shopee, she transitioned to a career as a financial consultant at Prudential Assurance Corporation Singapore in 2016. Over the next four years, Ong successfully built her consulting business before advancing into management. Currently, as a financial services director, she enjoys leading and mentoring a team of consultants while cultivating her online presence.

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黑暗中的光芒：暖心联系带来的心得教训

The light in the darkness: Lessons from heartfelt connections

Candice Ong
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
Ong
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Persona Íntegra
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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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How can we add value beyond financial transactions, client servicing and even claims? Ong shares organic, creative initiatives that not only held profound meaning but also united people from diverse communities in support of a noble cause, yielding remarkable results.

除了财务交易、客户服务和理赔，我们还能如何增加价值？Ong 将分享一些创意十足的做法，不但意义深远，而且能联系多元社群的人们，让他们鼎力支持崇高的公益事业，并带来显赫的成绩。

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Shizuko Ozaki

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入会总年份：
23
内阁会员荣誉：
15
顶尖会员荣誉：
10

Shizuko Ozaki is an executive life plan consultant of Gibraltar Life Insurance Company. With 25 years of experience in the profession, Ozaki has received many accolades over the years, such as the 2024 Best LC Award and Kiyo Sakaguchi Golden Heart Memorial Award.

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Referrals arise from either emotions, trust or advocacy

Shizuko Ozaki
会议类型：
焦点会议
演讲语言：
日语
会议日期：
2025 年 6 月 25 日，星期三
开始时间：
11:00
Wednesday, June 25, 2025
Ozaki
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语言：
日语
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Clients refer us only when they are moved, trust us or are willing to support us. Ozaki shares her experiences during the early years (one to five years), developed phase (five to 15 years) and veteran phase (15-plus years) of her career, and what enabled her to qualify for Top of the Table 10 times.

Craig Palfrey, CFP

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入会总年份：
16
内阁会员荣誉：
14
顶尖会员荣誉：
13

Craig Palfrey，CFP 是 Penguin Wealth 的创始人。Palfrey 在金融服务行业有 25 年经验，致力于协助客户做出更精明的理财决策，从而实现财务自由，活出最美满的人生。他也是一名国际演讲者，并著有两本 Amazon 精选书籍。

Craig Palfrey, CFP, is founder of Penguin Wealth. With 25 years of experience in the financial services profession, Palfrey is dedicated to helping his clients achieve financial freedom and live their best lives by making smarter financial decisions. He is also an international speaker and author of two Amazon-featured books.

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客户互动及业务增长最大化的 10 个策略

10 strategies to maximize client engagement and business growth

Craig Palfrey, CFP
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：
13:30
Tuesday, June 24, 2025
Palfrey
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语言：
英语
朝鲜语
普通话
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How can you exceed client expectations, strengthen relationships and future-proof your practice? Palfrey explains 10 transformative ways to control the financial journey, communicate effectively and build a thriving practice without having to prospect again.

如何超越客户的期望、巩固关系并让业务经受得起未来的挑战？Palfrey 将介绍 10 种变革之道，助您掌控金融旅程、有效沟通及建立蓬勃业务，而且不必再开发潜在客户。

R. Sepalika Panagoda, MFA

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,
入会总年份：
18
内阁会员荣誉：
15
顶尖会员荣誉：
4

R. Sepalika Panagoda, MFA, is a master financial advisor at Ceylinco Life Insurance Ltd. Panagoda has been in the financial services profession for 20 years and works with more than 1,200 clients across 250 corporate companies. Her business has become a community of advisors, with more than 10,000 referrals available at any given time. She specializes in group insurance, retirement planning, critical illness insurance, disability insurance and education plans. She has been recognized with a wide range of awards, both locally and globally, and credits her MDRT volunteerism with enhancing her leadership skills.

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Panel discussion: Unity in diversity

R. Sepalika Panagoda, MFA
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
Panagoda
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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.

Hee Geun Park

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,
入会总年份：
13
内阁会员荣誉：
7
顶尖会员荣誉：
1

Hee Geun Park has been working as a financial planning and corporate consulting expert at MetLife for more than 12 years. A former elementary school teacher, he graduated from the Department of Science Education at a teachers' college. He continues to achieve outstanding achievements, including achieving the MetLife Year-End Grand Prize for 12 consecutive years and the Excellent Certified Planner for 10 consecutive years.

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Corporate collaboration consulting to grow from Court of the Table to Top of the Table

Hee Geun Park
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：
15:00
Tuesday, June 24, 2025
Park
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This is some text inside of a div block.
语言：
朝鲜语
No items found.

This session is for FCs who dream of Court of the Table and Top of the Table beyond MDRT. Based on the vivid experience of achieving Top of the Table by specializing in the corporate market, Park presents a step-by-step successful corporate sales strategy, from preparing for corporate market sales to collaboration consulting and actual consultation techniques. He provides practical help to FCs who want to grow to the next level through years of accumulated know-how.

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