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所列的傳譯語言場次分配俱為暫定。英文是 2023 年百萬圓桌年會的官方語言。百萬圓桌將為主場會議演講和特定焦點會議提供同聲傳譯服務（當至少 50 名註冊會員要求用同一種語言進行傳譯時）。有關傳譯場次選項的最終決定將於 5 月 8 日後公佈。

Bawonlak Akkaraittisak

Bangkok
,
,
Thailand
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Bawonlak Akkaraittisak has more than two decades of professional experience, including 19 years as an agency executive. Her deep expertise in both sales and management has driven success and fostered growth. She has also demonstrated her leadership and industry knowledge as a speaker at an MDRT Day, further solidifying her reputation as a trusted leader in the field.

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How to achieve 100% referrals to achieve MDRT

Bawonlak Akkaraittisak
會議類型：
交流區
演講語言：
泰文
會議日期：
開始時間：
Akkaraittisak
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Gestión de Negocios
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語言：
泰文
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Akkaraittisak shares how delivering comprehensive services that exceeded client expectations helped her achieve 100% referrals and qualify for MDRT, all within a constrained time frame and with limited resources.

Maria Fernanda Alpuche

Reynosa
,
TAMPS
,
Mexico
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Maria Fernanda Alpuche has been an advisor for Monterrey New York Life Insurance for four years, qualifying as an MDRT member since her first year in the financial services profession.

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Filtering prospects on social media

Maria Fernanda Alpuche
會議類型：
交流區
演講語言：
西班牙文
會議日期：
開始時間：
Alpuche
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Marketing
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語言：
西班牙文
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Social media contains a rich source of prospects, but not all of them will become clients. Alpuche explains how to identify those who are most likely to purchase insurance as well as how to maximize your time on each prospect, making your advice more effective.

Esther Althaus, FChFP

,
,
入會總年份：
11
內閣會員榮譽：
8
頂尖會員榮譽：
3

Esther Althaus, FChFP, founded Perspective Financial Services Pty Ltd. in 2003 when she recognized that helping other people achieve their dreams helped her achieve her own. She has become an award-winning financial advisor who is passionate about working with women who are separated, divorced or widowed and have little knowledge about wealth management. Althaus has presented on various topics, such as her inspirational career journey, financial literacy and empowerment for women, and helps families secure a smooth transition of wealth to the next generation.

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

Esther Althaus, FChFP
會議類型：
焦點會議
演講語言：
英文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
15:00
Monday, June 23, 2025
Althaus
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語言：
英文
印地文
泰文
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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.

Esther Althaus, FChFP, Baz Gardner, Ross G. Hultgren,CFP, DFP, Aaron Kane, B Bus, AFA

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Esther Althaus, FChFP, founded Perspective Financial Services Pty Ltd. in 2003 when she recognized that helping other people achieve their dreams helped her achieve her own. She has become an award-winning financial advisor who is passionate about working with women who are separated, divorced or widowed and have little knowledge about wealth management. Althaus has presented on various topics, such as her inspirational career journey, financial literacy and empowerment for women, and helps families secure a smooth transition of wealth to the next generation.

Baz Gardner is passionate about unlocking the deepest secrets of what it takes to make good advice exceptional, and the link between maximum impact and benefit to clients and maximum value and profitability for the advisor. He started as a commission-only financial advisor at 22 and completed his first successful exit by 37. Having worked with hundreds of advice firms and thousands of advisors in the last 14 years, Gardner currently sits on advisory boards for many of the firms as a key catalyst for growth..

Ross G. Hultgren, CFP, DFP, is a senior financial advisor at Community Chapman Welsh. He has 37 years of experience in the financial services profession, currently works with pre-retirees and the recently retired, and has received the Lifetime Achievement Award for his services to the community and his clients.

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

Esther Althaus, FChFP, Baz Gardner, Ross G. Hultgren,CFP, DFP, Aaron Kane, B Bus, AFA
會議類型：
焦點會議
演講語言：
英文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
15:00
Monday, June 23, 2025
Althaus
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語言：
英文
印地文
泰文
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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.

Seok Hoon An

,
,
入會總年份：
15
內閣會員榮譽：
2
頂尖會員榮譽：

Seok Hoon An provides optimal financial solutions to clients based on outstanding expertise and rich experience.

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Doctor markets, I can do it too

Seok Hoon An
會議類型：
焦點會議
演講語言：
韓文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
13:30
Monday, June 23, 2025
An
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語言：
韓文
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This session is for FCs who dream of entering the doctor market but don't know how. Based on real-life examples of successful transitions from the individual market to the professional market, An shares know-how that anyone can use to effectively approach and consult with doctor clients. Learn how to generate consistent results through prospect development and management strategies and become a successful FC in the professional market.

Rima Antonios, BCA

Beirut
,
,
Lebanon
入會總年份：
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頂尖會員榮譽：
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Panel discussion: The first MDRT book club in Europe

Rima Antonios, BCA
會議類型：
交流區
演講語言：
英文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
0:00
Tuesday, June 24, 2025
Antonios
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Asesoría a Clientes
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語言：
英文
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Learn the process of launching the first European book club from scratch, including the first steps taken and how the first year was navigated. Members of the club share the seven principles of belonging to a book club while detailing the MDRT Europe book club’s achievements, challenges, opportunities and obstacles overcome.

Toshihiro Aoki

Tokyo
,
,
Japan
入會總年份：
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頂尖會員榮譽：

Toshihiro Aoki is a senior consulting life planner at Prudential Life Insurance Company. He has 12 years of experience in the business and has qualified for his company’s President’s Cup Award 10 times. With his experience working for a real estate company, he specializes in designing life insurance for families, particularly those who own real estate and require inheritance planning. He graduated from the Faculty of Economics at Seinan Gakuin University.

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How to help your prospects truly understand the need for life insurance

Toshihiro Aoki
會議類型：
交流區
演講語言：
日文
會議日期：
開始時間：
Aoki
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Asesoría a Clientes
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語言：
日文
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Simply explaining the needs and recommending products is insufficient to help your prospects truly understand the importance of life insurance. Asking the right questions will help them identify their needs more clearly. Aoki shares how he assists prospects in projecting cash flow and explores ways to enhance it, thereby creating new value.

Assawapat Assawaboonyawat, CFP, FChFP

,
,
入會總年份：
5
內閣會員榮譽：
2
頂尖會員榮譽：
1

Assawapat Assawaboonyawat, CFP, FChFP, has more than 21 years of experience in the life insurance and financial advisory sectors, currently serving as a senior executive at JXR Group and Chubb Life Assurance Public Co. Ltd. He is also the founder and CEO of The Alchemist Money.

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3 fundamental steps in financial planning for professional market categories

Assawapat Assawaboonyawat, CFP, FChFP
會議類型：
焦點會議
演講語言：
泰文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
15:00
Tuesday, June 24, 2025
Assawaboonyawat
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語言：
泰文
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Assawaboonyawat shares a comprehensive strategy for raising financial awareness and planning, structured around three steps that are relevant to all professions.

Tamsin Astor, Ph.D.

,
,
入會總年份：
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頂尖會員榮譽：

Tamsin Astor, Ph.D., is the chief habit scientist at Yoga Brained Coaching, where she helps her clients shift their mindset, organize vision, improve habits and reduce decision-making to create efficiency, productivity and time for fun. Astor believes travel breeds tolerance and cultivates gratitude and reflection as you observe other cultures. She holds a doctorate in neuroscience and psychology, a post-doctorate in education and certifications in coaching, yoga, mindset and ayurveda.

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Manage your mindset to communicate in a digital world

Tamsin Astor, Ph.D.
會議類型：
焦點會議
演講語言：
英文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
13:30
Monday, June 23, 2025
Astor
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語言：
英文
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There are three steps, Astor says, that are required to harness your mindset and communicate effectively: Understand your past, practice mindfulness and create alignment with your thoughts, words and actions. Learn the basics of mindset, how to cultivate intentional mindfulness and alignment tools to prepare for every conversation.

Wade A. Baldwin, CFP

Calgary
,
AB
,
Canada
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Wade A. Baldwin, CFP, is president of Baldwin & Associates Financial Services Ltd. Beginning his financial services career in 1996, Baldwin was named Advisor of the Year at Sunlife for 19 of his first 21 years in the business in addition to receiving many other awards over the years.

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From divorce to Top of the Table

Wade A. Baldwin, CFP
會議類型：
交流區
演講語言：
英文
會議日期：
開始時間：
Baldwin
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Persona Íntegra
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語言：
英文
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As high performers, Baldwin says, MDRT members often focus on business over personal relationships, leading to a higher-than-normal rate of divorce. He shares his journey about overcoming the adversity of divorce, the impact on his personal and professional relationships, and how he reached new levels of success.

Katy Baxter, Dip PFS

Newport
,
,
UK
入會總年份：
18
內閣會員榮譽：
18
頂尖會員榮譽：
14

Katy Baxter, Dip PFS, has worked in the financial services sector for more than 30 years, running family business advisory firms and a wills and trusts business. She has developed a passion for interacting with clients and their families, helping them navigate estate planning challenges. Baxter has also benefited personally and professionally over the years by being involved with several MDRT committees and continues to enjoy supporting Top of the Table committee endeavors.

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內閣會員/頂尖會員日程及接待會

Court of the Table/Top of the Table Program & Reception

Katy Baxter, Dip PFS
會議類型：
演講語言：
英文
會議日期：
2025 年 6 月 22 日星期日
開始時間：
0:00
Sunday, June 22, 2025
Baxter
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語言：
英文
No items found.

Regina Bedoya, CLU, ChFC

,
,
入會總年份：
31
內閣會員榮譽：
15
頂尖會員榮譽：
8

Regina Bedoya, CLU, ChFC, president of RB Financial Services, a consulting firm specializing in insurance and retirement planning, is an MDRT Past President, an Excalibur Knight of the MDRT Foundation, and an Inner Circle Society member. Bedoya has volunteered on MDRT committees and has been a speaker at Annual Meetings and international industry conferences. She has received the Irvin Konter Award and the American Free Enterprise Companion Medal and has been named Prudential Palm Beach Advisor of the Year twice.

CLOSE

Panel discussion: Between a mentor and a mentee: The success story of a dynamic team

Regina Bedoya, CLU, ChFC
會議類型：
焦點會議
演講語言：
西班牙文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
15:00
Tuesday, June 24, 2025
Bedoya
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This is some text inside of a div block.
語言：
西班牙文
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Join this inspiring session and discover how a leader and a mentee have forged their relationship and how they have been able to develop their ethical values in the financial services profession together, thanks to MDRT.

Regina Bedoya, CLU, ChFC

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Regina Bedoya, CLU, ChFC, president of RB Financial Services, a consulting firm specializing in insurance and retirement planning, is an MDRT Past President, an Excalibur Knight of the MDRT Foundation, and an Inner Circle Society member. Bedoya has volunteered on MDRT committees and has been a speaker at Annual Meetings and international industry conferences. She has received the Irvin Konter Award and the American Free Enterprise Companion Medal and has been named Prudential Palm Beach Advisor of the Year twice. 

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CLOSE

Launch to Excellence

Regina Bedoya, CLU, ChFC
會議類型：
主場會議
演講語言：
英文
會議日期：
開始時間：
Bedoya
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This is some text inside of a div block.
語言：
英文
日文
韓文
普通話
西班牙文
泰文
No items found.

What can you learn from someone else’s story of overcoming unimaginable adversity? In this intimate “fireside chat” session as part of Main Platform Conversations, Yossi Ghinsberg, the inspiration behind the Hollywood film “Jungle,” sits down with MDRT Past President Regina Bedoya, CLU, ChFC, to discuss his remarkable tale of survival and how it can help advisors reimagine their ability to confront challenges and thrive. 

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Regina Bedoya, CLU, ChFC, Fernando A. Gomez

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,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Regina Bedoya, CLU, ChFC, president of RB Financial Services, a consulting firm specializing in insurance and retirement planning, is an MDRT Past President, an Excalibur Knight of the MDRT Foundation, and an Inner Circle Society member. Bedoya has volunteered on MDRT committees and has been a speaker at Annual Meetings and international industry conferences. She has received the Irvin Konter Award and the American Free Enterprise Companion Medal and has been named Prudential Palm Beach Advisor of the Year twice.

Fernando A. Gomez is a successful consultant whose extensive volunteer career with MDRT includes his participation as a Global Council Member, Latin America Chair and speaker at various Annual Meetings.

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CLOSE

Panel discussion: Between a mentor and a mentee: The success story of a dynamic team

Regina Bedoya, CLU, ChFC, Fernando A. Gomez
會議類型：
焦點會議
演講語言：
西班牙文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
15:00
Tuesday, June 24, 2025
Bedoya
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This is some text inside of a div block.
語言：
西班牙文
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Join this inspiring session and discover how a leader and a mentee have forged their relationship and how they have been able to develop their ethical values in the financial services profession together, thanks to MDRT.

Regina Bedoya, CLU, ChFC. Yossi Ghinsberg

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Yossi Ghinsberg 身兼慈善家、冒險家和人道主義者幾個身份，他卓爾不凡的人生充分彰顯了人類的韌力與超脫陳俗的思維。在亞馬遜雨林死過翻生後，他將這次瀕臨死亡的經歷作為正面變化的契機，親身證明了艱鉅困難造就個人最大成長的道理。他曾著有兩本書、寫過原創音樂，並積極參與推動中東地區和平的倡議。他那直擊靈魂的訊息暗暗契合充滿挑戰的當下，鼓勵著觀眾勇敢迎難而上，以逆境為轉型和成長的踏腳石。 

‍

Regina Bedoya, CLU, ChFC, president of RB Financial Services, a consulting firm specializing in insurance and retirement planning, is an MDRT Past President, an Excalibur Knight of the MDRT Foundation, and an Inner Circle Society member. Bedoya has volunteered on MDRT committees and has been a speaker at Annual Meetings and international industry conferences. She has received the Irvin Konter Award and the American Free Enterprise Companion Medal and has been named Prudential Palm Beach Advisor of the Year twice. 

Yossi Ghinsberg is a philosopher, adventurer and humanitarian whose extraordinary life journey embodies the power of human resilience and unconventional thinking. After surviving a harrowing experience in the Amazon rainforest, he transformed this near-death experience into a catalyst for positive change, demonstrating that unexpected challenges fuel the greatest personal growth. He's also authored two books, produced original music and actively participated in Middle Eastern peace initiatives. His compelling message resonates deeply in today's challenging times, inspiring audiences to embrace adversity as a path to transformation and growth. 

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CLOSE

Launch to Excellence

Regina Bedoya, CLU, ChFC. Yossi Ghinsberg
會議類型：
主場會議
演講語言：
英文
會議日期：
開始時間：
Bedoya, Ghinsberg
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This is some text inside of a div block.
語言：
英文
日文
韓文
普通話
西班牙文
泰文
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What can you learn from someone else’s story of overcoming unimaginable adversity? In this intimate “fireside chat” session as part of Main Platform Conversations, Yossi Ghinsberg, the inspiration behind the Hollywood film “Jungle,” sits down with MDRT Past President Regina Bedoya, CLU, ChFC, to discuss his remarkable tale of survival and how it can help advisors reimagine their ability to confront challenges and thrive. 

‍

Fred Fouad Belman, FLMI, ACS

Beirut
,
,
Lebanon
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Fred Fouad Belman, FLMI, ACS, has been in the financial services profession for 27 years. As managing partner of Life Line International, Belman specializes in working with the expat market in the Gulf Cooperation Council.

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Living a balanced life no matter what

Fred Fouad Belman, FLMI, ACS
會議類型：
交流區
演講語言：
英文
會議日期：
開始時間：
Belman
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Persona Íntegra
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語言：
英文
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Balance is the key, Belman says, to a successful life. He shares tips for achieving this essential harmony in your practice, relationships and beyond.

Douglas John Bennett, Dip PFS

Crawley
,
,
UK
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Douglas John Bennett, Dip PFS, has more than 40 years of experience in the financial services profession. Known as the “director of financial freedom” at True Potential Wealth Management, Bennett uses his experiences with navigating through personal and professional challenges to help his clients secure their financial futures. As host of the podcast “Goals Do Come True,” Bennett has interviewed more than 170 inspiring guests on goal setting and success.

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Resilience, reinvention and rewards: Rising from life’s setbacks

Douglas John Bennett, Dip PFS
會議類型：
交流區
演講語言：
英文
會議日期：
開始時間：
Bennett
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Persona Íntegra
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語言：
英文
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From the brink of bankruptcy in 2010 to selling a seven-figure business to overcoming personal struggles, like a motorcycle accident and divorce, Bennett’s story is one of resilience. He shares how he found success through his podcast and how maintaining a positive mindset, setting clear goals and embracing a cheeky outlook can help financial advisors overcome their own challenges and achieve professional and personal success.

Marcela Berdugo

VALLEDUPAR
,
,
Colombia
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Marcela Berdugo, an economist by profession, is an advisor and associate manager at Avanz Finanzas y Seguros. With eight years of experience in the insurance profession, she has established herself as a specialist in financial planning and management. Over the past five years, Berdugo has ranked among the top five advisors in her company and has won multiple national and international conventions.

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Finance in heels

Marcela Berdugo
會議類型：
交流區
演講語言：
西班牙文
會議日期：
開始時間：
Berdugo
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Persona Íntegra
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語言：
西班牙文
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Many advisors struggle to maintain a work-life balance, often encountering mental barriers that hinder their growth. Berdugo shares strategies and tools that have helped her achieve professional success while managing to build a family and fulfill her personal dreams.

Marcela Berdugo

,
,
入會總年份：
5
內閣會員榮譽：
2
頂尖會員榮譽：

Marcela Berdugo is a financial planning specialist, associate manager at Avanz Finanzas y Seguros, and VIP consultant at Proyectat. With eight years of experience in the insurance profession, Berdugo has positioned herself for five consecutive years as one of the top five producers in her company and has won both national and international conventions, in addition to being a successful MDRT member.

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

Marcela Berdugo
會議類型：
焦點會議
演講語言：
西班牙文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
15:00
Monday, June 23, 2025
Berdugo
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語言：
西班牙文
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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.

Marcela Berdugo, Codesh Shekinah De Jesus Hernande, Lizette, Kominik Sterling, Isela Quinones Arreola, Sr.

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Marcela Berdugo is a financial planning specialist, associate manager at Avanz Finanzas y Seguros, and VIP consultant at Proyectat. With eight years of experience in the insurance profession, Berdugo has positioned herself for five consecutive years as one of the top five producers in her company and has won both national and international conventions, in addition to being a successful MDRT member.

Codesh Shekinah De Jesús Hernández has been in the financial services profession for 12 years and is considered one of the most prominent insurance advisors at MetLife Mexico. She is a speaker and winner of several awards at her company, including Best Novice Agent. A marketing professional with a master’s degree in finance, De Jesús Hernández specializes in managing investment portfolios for high-net-worth clients.

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.

Isela Quiñones Arreola has a bachelor's degree in educational psychology and is currently studying economics and finance. She has excelled as a comprehensive insurance advisor during her 14 years of experience in the profession and has utilized digital marketing to position her company as regional champion for the highest number of policies sold since 2021.

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

Marcela Berdugo, Codesh Shekinah De Jesus Hernande, Lizette, Kominik Sterling, Isela Quinones Arreola, Sr.
會議類型：
焦點會議
演講語言：
西班牙文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
15:00
Monday, June 23, 2025
Berdugo
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語言：
西班牙文
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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.

Naotake Bessho, MBA, AFP

Nagoya-shi
,
,
Japan
入會總年份：
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Naotake Bessho, MBA, AFP, is a life consultant unit manager at Mitsui Sumitomo Aioi Life Insurance Co. Ltd. He has 15 years of experience in the financial services profession and specializes in individual and life insurance planning. He qualified for his company’s President’s Cup Award for 12 consecutive years and is the record holder of two whole life policies per week for 370 consecutive weeks.

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Fostering high-quality mentees

Naotake Bessho, MBA, AFP
會議類型：
交流區
演講語言：
日文
會議日期：
開始時間：
Bessho
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Gestión de Negocios
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語言：
日文
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Bessho is committed to fostering high-quality mentees to cultivate advisors who embody the MDRT philosophy, even before they qualify. He shares how this will increase the visibility of MDRT members, enhance client satisfaction, provide peace of mind and enable mentees to contribute positively to society.

David Blake

Harrison
,
NY
,
USA
入會總年份：
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David C. Blake is the founder and president of InsMed Insurance Agency Inc., an independent insurance company that specializes in creating voluntary benefit offerings for health care organizations across the U.S. Since it was established more than 30 years ago, Blake has sold more than 20,000 individual disability insurance policies to health care professionals. He credits his success to having staff members who not only exude a sense of pride in and ownership of their responsibilities but also possess a caring and sharing attitude toward their peers and clients.

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Panel discussion: Every step you take: How MDRT can be a resource in each phase of your professional journey

David Blake
會議類型：
交流區
演講語言：
英文
會議日期：
開始時間：
0:00
Tuesday, June 24, 2025
Blake
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Gestión de Negocios
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語言：
英文
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In case you missed it, the MDRT family has grown. Discover how the MDRT Academy (designed to help advisors advance to the level of MDRT qualification) and the MDRT Center for Field Leadership (providing resources for field and home office leaders) can help you and other advisors learn and grow at every career stage.

Jennifer A. Borislow, CLU

,
,
入會總年份：
37
內閣會員榮譽：
28
頂尖會員榮譽：
27

Jennifer A. Borislow, CLU, is the founder and CEO of Borislow Insurance, a leading provider of innovative health and well-being benefits solutions that serves more than 300 businesses. She served as the 2012 President of MDRT and continues to be actively involved, especially as a speaker at MDRT events. Borislow is the author or co-author of five books as well as a participant on several insurance company advisory boards.

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Attaining and maintaining Top of the Table production

Jennifer A. Borislow, CLU
會議類型：
焦點會議
演講語言：
英文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
13:30
Monday, June 23, 2025
Borislow
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語言：
英文
日文
韓文
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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.

Jennifer A. Borislow, CLU

,
,
入會總年份：
37
內閣會員榮譽：
28
頂尖會員榮譽：
27

Jennifer A. Borislow，CLU 是 Borislow Insurance 的創辦人兼行政總裁；該公司為創新健康及養生福利解決方案的領先供應商，服務著超過 300 間企業。她曾任 2012 年度百萬圓桌會長，並一直積極參與會務，特別是擔任百萬圓桌活動的演講者。Borislow 是五本書的作者或聯合作者，同時也是好幾個保險公司顧問委員會的參與者。 

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Jennifer A. Borislow, CLU, is the founder and CEO of Borislow Insurance, a leading provider of innovative health and well-being benefits solutions that serves more than 300 businesses. She served as the 2012 President of MDRT and continues to be actively involved, especially as a speaker at MDRT events. Borislow is the author or co-author of five books as well as a participant on several insurance company advisory boards.

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「卓越首航」會議

Launch to Excellence

Jennifer A. Borislow, CLU
會議類型：
首次與會者會議
演講語言：
英文
會議日期：
2025 年 6 月 22 日星期日
開始時間：
15:00
Sunday, June 22, 2025
Borislow
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語言：
英文
日文
韓文
普通話
西班牙文
泰文
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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.

無論您是首次成為百萬圓桌會員，還是第一次參加百萬圓桌年會，都無任歡迎您出席這場會議！誠邀您參加這場引人入勝的啟動儀式，與來自世界各地的會員同儕建立連繫，藉此充分善用百萬圓桌會員資格，享受最圓滿的會議體驗。屆時將有資深百萬圓桌會員蒞臨，分享真知灼見，傳承成功秘訣。   萬勿錯過百萬圓桌年會期間的這個寶貴機會！此會議專為新加入百萬圓桌頭五年及初次參加百萬圓桌會議的會員而設，亦開放予所有與會者參加。相信這場會議帶來的啟迪與指導，以及從中建立的情誼，必將留下悠長餘韻，延續至您到訪美國 Florida（佛羅里達州）Miami Beach（邁阿密海灘）以外的更長時光。

Jennifer A. Borislow, CLU, Ian Green, DipPFS, Juli Y. McNeely, CFP, CLU, William J. Rossi, CFP, ChFC

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Jennifer A. Borislow, CLU, is the founder and CEO of Borislow Insurance, a leading provider of innovative health and well-being benefits solutions that serves more than 300 businesses. She served as the 2012 President of MDRT and continues to be actively involved, especially as a speaker at MDRT events. Borislow is the author or co-author of five books as well as a participant on several insurance company advisory boards.

Ian Green, Dip PFS, was the 2021 MDRT President and 2017 Top of the Table Global Council Member and Advisory Board Chair. He runs a family-owned financial planning firm and, as an advocate of the Whole Person concept, attributes much of his success to what he learns from MDRT.

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.”

William J. Rossi, CFP, ChFC, is a partner at Koss Olinger, where he began his financial services career in 1997 after earning a Bachelor of Science degree in finance and economics from the University of Florida. He is a member of Koss Olinger’s Investment Advisory Committee, and his areas of expertise include investment management, estate planning and creating income distribution strategies during retirement. Rossi is a Past Chair of Top of the Table, has spoken at various industry conferences and is active within his community.

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Attaining and maintaining Top of the Table production

Jennifer A. Borislow, CLU, Ian Green, DipPFS, Juli Y. McNeely, CFP, CLU, William J. Rossi, CFP, ChFC
會議類型：
焦點會議
演講語言：
英文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
13:30
Monday, June 23, 2025
Borislow, Green, McNeely, Rossi
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語言：
英文
日文
韓文
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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.

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