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英文是 2025 年百萬圓桌年會的官方語言。百萬圓桌提供主場會議演講的同聲傳譯，並為指定非英文焦點會議及特別會議提供最多 12 種語言的傳譯服務，前提是有至少 50 名註冊會員要求用同一種語言進行傳譯。您必須在註冊時提出同聲傳譯的要求。提交同聲傳譯申請的截止日期是 2025 年 4 月 27 日。 

Shane E. Westhoelter, AEP, CLU

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入會總年份：
14
內閣會員榮譽：
13
頂尖會員榮譽：
10

。

Shane E. Westhoelter, AEP, CLU, started going door to door to build a client base in 1988. Now, as founder and CEO of Gateway Financial Advisors Inc., he oversees 180 offices, 230 producers, USD 4 billion in assets and more than USD 30 million in revenue. He has spoken at several MDRT events as well as internationally on sales training, motivational leadership and visionary topics, and is a frequent contributor to industry publications.

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How to build a business that generates USD 30 million income annually

Shane E. Westhoelter, AEP, CLU
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
Westhoelter
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語言：
英文
日文
西班牙文
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How can  anyone go from selling door to door to building a national brand that earns  USD 30 million each year? Westhoelter explains how to know which clients to  keep and which to give up, how to attract and empower the right people, and  more key strategies to drive enormous ongoing success.

Wong Hui Delia

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入會總年份：
14
內閣會員榮譽：
2
頂尖會員榮譽：

Wong Hui Delia has been in the financial services profession for 21 years, specializing in estate planning. Known as the “dream protector” by the many families she works with, her value proposition is to build strong, close-knit relationships with her clients.

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5 steps to develop a value-driven sales process

Wong Hui Delia
會議類型：
交流區
演講語言：
英文
會議日期：
2025 年 6 月 22 日，星期日
開始時間：
14:00
Sunday, June 22, 2025
Wong Hui Delia
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Gestión de Negocios
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語言：
英文
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How can you establish yourself as a trusted advisor by communicating your values? Wong Hui Delia illustrates techniques that can improve relationships with clients and create a consistent stream of referrals.

Xia Wu

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入會總年份：
11
內閣會員榮譽：
頂尖會員榮譽：

吳瑕，入行 10 年，帶領團隊共同服務 2,000 名客戶，提供百億人壽保額。LIMRA 認證，學士學歷。

Xia Wu has 10 years of industry experience and leads a team serving 2,000 clients with billions in life insurance coverage. She has the LIMRA certification and a bachelor's degree.

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失敗不是結果，而是銷售的開始

Failure is not the end, but the beginning of sales

Xia Wu
會議類型：
交流區
演講語言：
普通話
會議日期：
2025 年 6 月 22 日，星期日
開始時間：
13:00
Sunday, June 22, 2025
Wu
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Marketing
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語言：
普通話
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While setbacks are an inevitable part of the sales process, they represent just one component of the broader journey. Wu suggests other aspects include adjusting your mindset in the face of rejection, making demand-oriented responses to challenges and utilizing KYC analysis tools for review.

銷售過程中往往遭遇很多挫折，但這只是銷售全過程的其中一個環節，做好面對失敗的心理調整、需求導向式應對失敗、運用客戶分析表 KYC 工具進行復盤排查。

Zuhua Wu

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入會總年份：
7
內閣會員榮譽：
5
頂尖會員榮譽：
2

吳祖華 Joey，現職 Financial Alliance 鑫盟理財公司財務顧問總監，CFP，從業超過 10 年。專注風險管理與傳承規劃，帶來團隊連續多年成為公司個人與團體業績冠軍，累積了豐富的高淨值客戶服務體驗。

Zuhua Wu serves as director of financial advisory at Financial Alliance. She has more than a decade of industry experience, specializing in risk management, succession planning and serving high-net-worth clients. As a leader, Wu manages a team that has consistently achieved individual and group performance championships in her company.

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穩步精進，引領保險新高峰

Steady progress to reach new heights in insurance

Zuhua Wu
會議類型：
交流區
演講語言：
普通話
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
15:30
Monday, June 23, 2025
Wu
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Asesoría a Clientes
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語言：
普通話
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Through continuous enhancement of her professional capabilities and service standards, Wu explains how she not only provides better protection for her clients but maintains her competitive edge in an evolving market. Discover strategies on how to make sustainable breakthrough, elevating from good to great and collectively building a stronger future for the insurance profession.

在保險業中，精進和持續是長久成功的關鍵。透過不斷提升業務能力與服務質素，我們不但能為客戶提供更好的保障方案，也能在瞬息萬變的市場中保持領先。這場演講將分享如何在行業中持續突破，實現從優秀到卓越的轉變，攜手共創更穩固的保險未來。

Dechathon Yanan

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入會總年份：
4
內閣會員榮譽：
2
頂尖會員榮譽：

Dechathon Yanan is a sales manager at Muang Thai Life Assurance Public Co. Ltd., with seven years of experience as a life insurance advisor. By his third year, he achieved MDRT and Court of the Table qualifications, showcasing his exceptional skills in the profession. He holds a bachelor’s degree in computer science and previously worked for five years as a bank data analyst, enhancing his analytical capabilities.

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Unknown online customer service and care: Building on MDRT qualification to Court of the Table

Dechathon Yanan
會議類型：
交流區
演講語言：
泰文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
13:00
Tuesday, June 24, 2025
Yanan
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Marketing
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語言：
泰文
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How can you successfully gather client information digitally to build satisfying online relationships — and then elevate them through in-person support? Yanan shares how to gather and manage data, segment leads and inquiries, and communicate effectively to create a strategy for all online and offline interactions.

Xuan Yang

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Xuan Yang 在金融服務業擁有十年資歷，擅長保險業研究、投資、商業模型分析和新技術應用，譬如人工智能等。他成立了 Insur View，也和別人聯手創辦了 Warp Speed Capital，而他本人則持有生物資源學士學位和工商管理碩士學位。

Xuan Yang has a decade of experience in the financial services profession, specializing in insurance industry research, investment, business model analysis and applying new technologies, including AI. He founded Insur View, co-founded Warp Speed Capital and holds a bachelor’s degree in biological resources as well as an MBA.

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擁抱 AI 是時代的選擇

Embracing AI is the choice of the times

Xuan Yang
會議類型：
焦點會議
演講語言：
普通話
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
15:00
Monday, June 23, 2025
Yang
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語言：
普通話
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Yang analyzes the practical applications of AI technology in the insurance industry while sharing real-life case studies that enhance digital competitiveness.

解析 AI 技術在保險行業的實際應用，分享真實案例，提升數碼化競爭力。

Fuji Yeo, AEPP, AFC

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入會總年份：
10
內閣會員榮譽：
3
頂尖會員榮譽：

Fuji Yeo，AEPP、AFC 從事金融服務業已有 17 個年頭，專注於全方位理財教育和健康福祉領域。身為癌症倖存者和持牌 NLP 從業者，她非常著重業務中的人文連繫，始終奉行著「客戶有權選擇，但我有通知他們的義務」的格言做事。Yeo 全心全意投入協助客戶保障未來的事務中，同時也是一名熱心的志願者，她相信透過業務與社區工作回饋及傳播的力量。

‍

Fuji Yeo, AEPP, AFC, has 17 years of experience in the financial services profession, focusing on holistic financial education and well-being. A cancer survivor and certified NLP practitioner, she emphasizes the importance of human connection in her practice and is guided by her mantra, “Clients have the option to choose, but I have the duty to inform.” Yeo is deeply committed to helping clients protect their futures and is also a dedicated volunteer, believing in the importance of giving back and paying it forward through her work and community efforts.

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危機中的不屈毅力保護生命，留下傳承

Perseverance in crisis: Protecting lives, leaving legacies

Fuji Yeo, AEPP, AFC
會議類型：
主場會議
演講語言：
英文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
8:00
Monday, June 23, 2025
Yeo
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Asesoría a Clientes
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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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Yeo shares a personal story of a challenging client experience that tested her resilience as a financial advisor. From being humiliated and facing rejection to handling her first death claim, Yeo learned powerful lessons about perseverance, the unpredictability of life and the urgency of financial planning — including how moments of crisis can become turning points toward securing the future.

Yeo 將分享一個有關艱難客戶體驗的個人故事，這次經歷儼如對她身為理財顧問的一次韌力考驗。從慘遭羞辱和第一次處理身故理賠時遭到拒絕的經驗中，Yeo 得到了有關毅力的慘痛教訓，深深體會到生命的禍福難料和理財規劃的迫切性——其中包括危急時刻如何化作尋求未來保障的轉捩點。

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Hui Hoon Yeoh

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入會總年份：
9
內閣會員榮譽：
頂尖會員榮譽：

Hui Hoon Yeoh began her financial services career in 2007 at AIA Berhad. She has served as a master trainer at AIA for the past eight years, specializing in client mapping, estate planning and retirement planning for high-net-worth clients. Yeoh holds a degree in mass communication, is an active MDRT member and has previous experience as a hospital fundraiser.

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Unlock 250x growth with client mapping

Hui Hoon Yeoh
會議類型：
交流區
演講語言：
英文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
13:00
Monday, June 23, 2025
Yeoh
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Asesoría a Clientes
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語言：
英文
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Client mapping is a strategic tool that helps advisors visualize their clients’ networks and identify potential leads through personal and professional connections. Yeoh explains how to maximize opportunities by mapping/drawing out the relationships — family, friends, colleagues — to uncover new prospects and deepen existing ones.

Jung Yoojin

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入會總年份：
2
內閣會員榮譽：
頂尖會員榮譽：

Jung Yoojin is an emerging professional with four years of experience in the financial services profession.

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Targeting the MZ generation through coverage analysis

Jung Yoojin
會議類型：
交流區
演講語言：
韓文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
12:00
Tuesday, June 24, 2025
Yoojin
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Marketing
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語言：
韓文
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How do young clients in their 20s and 30s access information about insurance? Yoojin explores strategies for advisors to keep up with rapidly changing information channel trends and communicate effectively with younger generations. Learn how to meet young clients' needs, from coverage analysis to financial planning.

Tomonori Yoshida

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入會總年份：
28
內閣會員榮譽：
13
頂尖會員榮譽：
1

Tomonori Yoshida is an executive life planner at Prudential Life Insurance Company, where he focuses on the business owner market and specializes in inheritance tax and succession planning.

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Which track will you take for lasting success?

Tomonori Yoshida
會議類型：
交流區
演講語言：
日文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
11:30
Tuesday, June 24, 2025
Yoshida
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Persona Íntegra
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語言：
日文
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With more than 30 years of experience in the life insurance business, Yoshida shares his insights that have significantly changed his way of thinking and behavior. He explains how focusing on the mindset and perspective is necessary to enjoy a long and successful career in this business.

Syed Kazim Raza Zaidi

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入會總年份：
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頂尖會員榮譽：

Syed Kazim Raza Zaidi is a sales and motivational trainer with more than 24 years of experience in sales and marketing and 17 years of experience in the life insurance training industry. He has presented more than 7,000 educational and motivational seminars and is well-known for his motivation, leadership training and knowledge of concept-based selling. Prior to founding Zaidi Corporation and Kazim Edutech, Zaidi worked as associate vice president of marketing and training for a leading insurance technology organization.

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Goal setting: Planning to live your life your way

Syed Kazim Raza Zaidi
會議類型：
焦點會議
演講語言：
印地文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
15:00
Tuesday, June 24, 2025
Zaidi
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語言：
印地文
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Top athletes, successful businesspeople and achievers in all fields set goals to create long-term vision and short-term motivation. Zaidi shares how to establish a process to decide what you want to achieve, separate what’s important from what’s irrelevant and accelerate your career while making the most out of your life. This session will be presented in Hindi.

Zeng Shao Hua

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入會總年份：
10
內閣會員榮譽：
8
頂尖會員榮譽：
6

Zeng Shao Hua 畢業於中央財經大學稅務系，中信保誠人壽保險有限公司廣東省分公司，從業 18 年，專注開發終身壽險銷售工作，著有《直擊人生與人性的終身壽險銷售邏輯》，連續多年獲得 IDA 個人白金龍獎。

Zeng Shao Hua graduated from the department of taxation at the Central University of Finance and Economics and currently works at the Guangdong branch of CITIC Prudential Life Insurance Co. Ltd. She has been in the financial services profession for 18 years, specializing in developing life insurance sales. She is the author of "The Logic of Whole Life Insurance Sales: A Direct Approach to Life and Human Nature," and has been awarded the IDA Platinum Award in the individual group for many consecutive years.

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終身壽險的銷售邏輯

The logic of selling whole life insurance

Zeng Shao Hua
會議類型：
焦點會議
演講語言：
普通話
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
13:30
Monday, June 23, 2025
Zeng Shao Hua
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語言：
普通話
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Zeng Shao Hua analyzes the logic of high-net-worth clients' needs for whole life insurance, shares the key strategies for a successful closing and explains how to enhance your personal and professional skills in market promotion to achieve a life of meaningful value.

深入剖析高淨值客戶對終身壽險的需求邏輯，分享成功成交的關鍵方法，提升市場推廣個人專業能力，成就價值人生。

Atsushi Zeniya

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入會總年份：
21
內閣會員榮譽：
1
頂尖會員榮譽：
1

Atsushi Zeniya joined Manulife Insurance Company in 2002. With 23 years of experience, he is an executive plan right advisor.

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MDRT’s Whole Person concept

Atsushi Zeniya
會議類型：
交流區
演講語言：
日文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
12:30
Tuesday, June 24, 2025
Zeniya
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Asesoría a Clientes
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語言：
日文
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Zeniya earned his first MDRT qualification purely through passion. He used to believe that healthy people don't get sick or die easily, but his perspective changed in 2011 when one of his clients died suddenly of acute leukemia. He shares how this turning point brought about a new belief and sense of mission that was soon engraved in his mind. This experience changed his attitude toward the business.

Jiawei Zhang, Ph.D.

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入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Jiawei Zhang，Ph.D. 擅長業務設計創新、行為經濟學、策略決策和人力資源規劃。Zhang 持有心理學博士學位，目前任職教育基金會董事、全球創新商學院院長，也是 Qingdao Bright Moon Seaweed Group 的獨立董事兼知識總監，此外他還身兼多種身份。

Jiawei Zhang, Ph.D., specializes in business design innovation, behavioral economics, strategic decision making and human resource planning. With a doctorate in psychology, Zhang serves as director of the Education Foundation, dean at Global Innovation Business School, and independent director and chief knowledge officer of Qingdao Bright Moon Seaweed Group, among many other roles.

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企業傳承創新驅動保險新銷售模型

Corporate inheritance and innovation drive a new insurance sales model

Jiawei Zhang, Ph.D.
會議類型：
焦點會議
演講語言：
普通話
會議日期：
2025 年 6 月 25 日，星期三
開始時間：
11:00
Wednesday, June 25, 2025
Zhang
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This is some text inside of a div block.
語言：
普通話
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Selling is an art. Zhang shares how to stop being confined by the transaction amount and the renewal cycle so you can uncover the essence of clients' essential needs.

銷售是一門藝術，Jiawei 為我們分享如何不再囿於成交金額與續費週期，洞悉客戶本質需求。

Sylvie di Giusto

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入會總年份：
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頂尖會員榮譽：

Sylvie di Giusto is well-versed in the study of social and cultural norms, personal beliefs and values, and cognitive biases and thought patterns. As a three-time author and international keynote speaker on her five cornerstones of modern emotional intelligence, di Giusto is trusted by leaders at many renowned organizations in the world — from American Express to American Airlines to Hilton Hotels and Resorts to the U.S. Air Force — to help them grow their brands and bottom lines through the impactful power of choice.

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The power of choice

Sylvie di Giusto
會議類型：
特別午餐會
演講語言：
英文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
12:00
Monday, June 23, 2025
di Giusto
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語言：
英文
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If you’ve ever made an off-the-cuff comment to a client that you later regretted, faced the fallout from a team member’s hasty decision and wondered How did this even happen? or walked into a boardroom and realized your presence wasn’t aligned with the impression you wanted to make, then you’ve experienced how operating on autopilot can unintentionally undermine trust and affect results instantly. With di Giusto’s insights, learn how to ensure your decisions are grounded in self-awareness, aligned with clients’ expectations, and always rooted in professional values and goals.

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