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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。 

Dayra Irene Chavez

Cuidad de Panama
,
,
Panama
入會總年份：
15
內閣會員榮譽：
3
頂尖會員榮譽：
0

Dayra Irene Chávez served as Country Chair for MDRT’s MCC Zone 11, Panama, from 2016 to 2018. She has a remarkable 17-year career as an insurance agent and is the founder and CEO of D.C. Asesores de Seguros S.A., a brokerage specializing in personal and general insurance as well as surety bonds. Chávez served as president of the National Association of Insurance Producers of Panama from 2021 to 2023 and is currently a member of the advisory board of the National Association of Insurance Professionals of Panama. She is also the host of her successful podcast @dayraasegura.

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Panel discussion: The advisor's endless cycle: The key to prospecting, connecting and multiplying

Dayra Irene Chavez
會議類型：
焦點會議
演講語言：
西班牙文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
13:30
Tuesday, June 9, 2026
Chavez
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語言：
西班牙文
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Advisors know that success isn't built on a single action but on an ongoing cycle that begins with prospecting, is strengthened by connection and expands as clients become advocates for our work. Four leading advisors share their experiences and perspectives about how they have navigated this endless cycle.

Aprilyn Chavez Geissler, LACP, CCP

Albuquerque
,
NM
,
United States
入會總年份：
9
內閣會員榮譽：
5
頂尖會員榮譽：
3

Aprilyn Chavez Geissler, LACP, CCP, began working in the financial services profession while in college. She has served as a NAIFA national trustee and is currently the national treasurer at WIFS, where she specializes in wealth management, employee benefits, fixed insurance and multiline insurance. She is the first executive vice president for Gateway Insurance and Financial Services and runs her own practice, which focuses on empowering women. She was the recipient of the 2019 NAIFA National Diversity Champion Award and was recognized by Investment News in 2020 as one of the top women to watch in the country.

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Empowering women

Aprilyn Chavez Geissler, LACP, CCP
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
9:30
Wednesday, June 10, 2026
Chavez Geissler
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Marketing
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語言：
英文
No items found.

Women face distinct challenges, and recognizing these challenges allows financial professionals to better connect, build trust and provide relevant, empowering services to meet women’s priorities, values and long-term goals. Chavez Geissler explores how to impactfully share your knowledge in ways women will understand and can relate to.

Yung-Han Cheng, AFP

,
,
入會總年份：
9
內閣會員榮譽：
2
頂尖會員榮譽：

Yung-Han Cheng，目前任職於南山人壽，已有13年的年資，擅長財稅領域跟家族傳承規劃，畢業於臺灣大學並在畢業後任職於勤業眾信會計師事務所。

Yung-Han Cheng, AFP, serves at Nan Shan Life Insurance and has 13 years of industry experience, specializing in tax planning and family legacy strategies. He graduated from National Taiwan University and began his career at Deloitte before transitioning to the insurance sector.

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小善舉 大循環

Small acts, big impact

Yung-Han Cheng, AFP
會議類型：
交流區
演講語言：
普通話
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
13:00
Monday, June 8, 2026
Cheng
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語言：
普通話
No items found.

Drawing on extensive charitable service experience, Cheng explores how to guide clients in sustaining philanthropic contributions through strategic insurance planning and how to master techniques for blending insurance with social good while implementing a Whole Person client service approach.

結合公益服務經驗，帶領客戶透過保險規劃持續投入公益。與會者將掌握保險與公益結合的方法、實現全人理念的客戶服務模式。

Eunjoo Chin

,
,
入會總年份：
5
內閣會員榮譽：
頂尖會員榮譽：

Eunjoo Chin is a star wealth manager and financial professional at KB Life Partners with six years of experience. Chin specializes in death benefits, retirement planning and life planning. She has received the KB Life Partners Annual Award every year and achieved Rookie Champion status. Previously, Chin worked in overseas business marketing.

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Mastering the sales process on a single page

Eunjoo Chin
會議類型：
交流區
演講語言：
韓文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
14:00
Sunday, June 7, 2026
Chin
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語言：
韓文
No items found.

Faithfully following the sales process allows you to become a client's exclusive partner without competition. Chin explains how to use a one-page life planning tool to manage everything from consultation to referrals while stimulating the client’s needs by focusing on their life rather than products.

Weicheng Chung

,
,
入會總年份：
7
內閣會員榮譽：
0
頂尖會員榮譽：
0

Weicheng Chung 於富邦人壽任職通訊處處經理，壽險業年資10年，擅長培育年輕業務主管，曾榮獲全公司最佳通訊處處主管前三名，也拿過中華民國壽險公會年度優秀壽險從業人員。

‍

Weicheng Chung has served as a Communications Office Manager at Fubon Life Insurance, with 10 years of experience in the life insurance industry. Specializes in training young sales managers. Ranked among the Top 3 Best Communications Office Managers company-wide and was also recognized as an Outstanding Life Insurance Professional of the Year by the Life Insurance Association of the Republic of China.

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善用財富管理架構，高效達成MDRT

Leveraging wealth management frameworks to achieve MDRT

Weicheng Chung
會議類型：
焦點會議
演講語言：
普通話
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
13:30
Monday, June 8, 2026
Chung
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Asesoría a Clientes
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語言：
普通話
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This session equips individual advisors with practicalwealth management frameworks that streamline prospecting, marketing, and salesthrough a client-led approach. Learn how to align conversations with clientgoals, clarify your value, and create a repeatable process that builds trustand drives growth. Walk away with actionable strategies to work moreefficiently, attract the right clients, and consistently perform at a higherlevel.

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本場演講為顧問們提供實用的財富管理架構，透過以客戶為主導的方法，簡化獲客、行銷與銷售流程。學習如何將對話與客戶目標對齊，清晰闡明自身價值，並打造一套可複製的流程，以建立信任並推動業務成長。觀眾們可以學到可實施的策略，更高效地工作，吸引合適的客戶，並持續實現更高水準的業績表現。

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Tim Daniel Clairmont, MSFS, LACP

,
,
入會總年份：
16
內閣會員榮譽：
16
頂尖會員榮譽：
15

Tim Daniel Clairmont, MSFS, LACP, is an entrepreneur in financial services and the founder of Clear Financial Partners, specializing in retirement income planning. He created the ClearFP Clock and ClearFP Income Plan, shared globally through the ClearFP Advisor Program. Clairmont is an author, international public speaker and serves as Secretary of the MDRT Foundation. He was the 2024-2025 Chair of the MDRT Academy Global Task Force and currently is a member of the Academy’s North American Task Force.

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Panel discussion: A guide for communicating MDRT value to clients and peers

Tim Daniel Clairmont, MSFS, LACP
會議類型：
交流區
演講語言：
英文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
11:00
Sunday, June 7, 2026
Clairmont
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語言：
英文
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Learn how to confidently communicate the value of your MDRT membership to clients and your network. Discover how mastering this conversation can strengthen your reputation, deepen relationships and unlock new business opportunities — making MDRT not just a credential, but a compelling story.

Tim Daniel Clairmont, MSFS, LACP, Juli Y. McNeely, CFP, CLU, Alyssa O'Brien

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Tim Daniel Clairmont, MSFS, LACP, is an entrepreneur in financial services and the founder of Clear Financial Partners, specializing in retirement income planning. He created the ClearFP Clock and ClearFP Income Plan, shared globally through the ClearFP Advisor Program. Clairmont is an author, international public speaker and serves as Secretary of the MDRT Foundation. He was the 2024-2025 Chair of the MDRT Academy Global Task Force and currently is a member of the Academy’s North American Task Force.

Juli Y. McNeely, CFP, CLU, grew up in the financial services profession, watching her mother and father serve clients. She currently is an owner of 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 .”

Alyssa O’Brien is a communications expert with 15 years of experience helping organizations craft compelling narratives and engage their audiences effectively. As client service manager at G&S Business Communications, a firm that partners with financial services clients like MDRT to unify and elevate their messaging, strengthen their brand and achieve their goals through holistic communications, O’Brien has a proven track record of developing and executing integrated communications strategies. She brings deep industry knowledge with an innovative approach to public relations and marketing.

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Panel discussion: A guide for communicating MDRT value to clients and peers

Tim Daniel Clairmont, MSFS, LACP, Juli Y. McNeely, CFP, CLU, Alyssa O'Brien
會議類型：
交流區
演講語言：
英文
會議日期：
開始時間：
11:00
Sunday, June 7, 2026
Clairmont, McNeely, O'Brien
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This is some text inside of a div block.
語言：
英文
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Learn how to confidently communicate the value of your MDRT membership to clients and your network. Discover how mastering this conversation can strengthen your reputation, deepen relationships and unlock new business opportunities — making MDRT not just a credential, but a compelling story.

Curtis V. Cloke, LUTCF, RICP

Burlington
,
IA
,
United States
入會總年份：
27
內閣會員榮譽：
21
頂尖會員榮譽：
19

Curtis  V. Cloke, LUTCF, RICP, is a recognized thought leader in the retirement  industry, known as one of the brightest minds in retirement education and  academia today. He is an adjunct professor with The American College of  Financial Services and an inspiring keynote speaker, sharing his passion,  knowledge and love for the art of retirement planning with audiences  worldwide. Cloke received the Lifetime Achievement Award by the Financial  Hall of Fame in 2025, is a frequent guest on radio and TV commentary  programs, and has been featured on a variety of news media platforms.

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Focus Session Power Hour

Curtis V. Cloke, LUTCF, RICP
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
11:00
Wednesday, June 10, 2026
Cloke
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Asesoría a Clientes
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語言：
英文
韓文
西班牙文
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In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

Robyn Crane, CFP

PALM HARBOR
,
FL
,
United States
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Robyn Crane, CFP, is a nationally recognized business coach who has impacted more than 31,000 financial advisors. Her proven marketing, sales and client-acquisition systems help advisors consistently grow thriving practices. Organizations like FPA, WIFS, Guardian Life and Prudential rely on her practical strategies and high-energy delivery. Crane’s insights have appeared in Oprah Magazine, Fortune and The Wall Street Journal. Her colorful style, candid approach and track record of results make her a standout voice in the financial industry.

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Referrals made simple: A proven system for predictable growth

Robyn Crane, CFP
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
15:00
Wednesday, June 10, 2026
Crane
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Marketing
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語言：
英文
日文
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While referrals remain one of the most powerful ways to grow a practice, many advisors feel awkward or ineffective asking for them. Crane shares a psychology-based framework for turning uncomfortable “asks” into natural conversations and how to shift from hoping clients bring referrals to creating steady introductions with confidence, credibility and consistency.

Tommy Cunningham III, QFA, RFP

,
,
入會總年份：
3
內閣會員榮譽：
2
頂尖會員榮譽：

Tommy Cunningham, QFA, RFP, is a financial consultant, entrepreneur, and Principal of Cunningham Financial Services Ltd. With over 13 years’ experience in the financial services profession, Thomas brings a commercially astute perspective shaped by building and leading successful businesses. He advises individuals, families, and business owners across life protection, investment strategy, retirement planning, and broader financial structuring, including lending and mortgage solutions where appropriate. His work focuses on creating resilient, long-term financial frameworks that protect capital, manage risk, and support sustainable wealth creation across all stages of life.

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Referral growth system

Tommy Cunningham III, QFA, RFP
會議類型：
交流區
演講語言：
英文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
11:30
Sunday, June 7, 2026
Cunningham III
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This is some text inside of a div block.
語言：
英文
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Referrals are a reward for trust, Cunningham says, and trust requires not just listening to the clients but really hearing them. He shares a five-step process that has helped him build a business of more than 1,000 referral-driving clients.

Domenick D'Andrea, AIF, CRC

Westbury
,
NY
,
United States
入會總年份：
10
內閣會員榮譽：
1
頂尖會員榮譽：
0

Domenick D’Andrea, AIF, CRC, has been in the financial services profession for more than 31 years. As co-founder of DanDarah Wealth Management, he helps individuals and families navigate retirement and financial planning with clarity and confidence by pairing proven advisory expertise with a modern focus on digital presence. A frequent conference and webinar speaker, D’Andrea shares insights on social media, digital branding and client reviews — equipping professionals to build trust, strengthen reputations and drive growth in today’s digital-first world.

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The myths advisors believe about social media, branding and reviews — and the realities that win trust

Domenick D'Andrea, AIF, CRC
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
13:30
Monday, June 8, 2026
D'Andrea
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Marketing
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語言：
英文
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Showing up online with authenticity matters far more than being polished, D’Andrea says. Discover how social media, digital branding and reputation management have transformed his business and altered him personally as well as why reviews and digital presence are not just marketing tools — they’re reflections of who you are and the value you deliver.

Susana Itzel Delgadillo Pineda

,
,
入會總年份：
5
內閣會員榮譽：
頂尖會員榮譽：

Susana Itzel Delgadillo Pineda holds a bachelor's degree in international business from Tecnológico de Monterrey. With six years of experience as an insurance agent specializing in life and health insurance, she has built a solid portfolio of more than 600 clients. Currently, she ranks third among the top 10 agents in her company and has been the national champion in her agency for the past three years.

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From apprentice to leader: 5 strategies to become a benchmark in the industry

Susana Itzel Delgadillo Pineda
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
14:00
Monday, June 8, 2026
Delgadillo Pineda
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This is some text inside of a div block.
語言：
西班牙文
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Delgadillo Pineda discusses practical sales strategies and techniques to boost your professional growth, improve your results and stand out in an increasingly competitive market. Learn to create valuable content, leverage social media and build trust to attract quality prospects while gaining insight into how to effectively ask for referrals and ensure that every prospect becomes a client.

Rick Denley

Toronto
,
Ontario
,
Canada
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Rick Denley is a growth and leadership expert. For more than 30 years, he has led multinational corporations and coached executives and professional athletes, empowering them to transform and maximize their influence and impact. An award-winning international coach, consultant and speaker, Denley has inspired thousands worldwide to harness the opportunities in change to reach their peak performance.

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Reinvent for greatness

Rick Denley
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
15:00
Monday, June 8, 2026
Denley
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Persona Íntegra
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語言：
英文
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Do you know how to navigate through life's challenges with resilience and positivity? Denley shares examples of his own adversity while empowering you to delight in his positive outcomes and envision your own success.

Derek Wong Tuck Kong

Petaling Jaya
,
,
Malaysia
入會總年份：
12
內閣會員榮譽：
6
頂尖會員榮譽：
3

17 年前，DerekWong Tuck Kong 加入Prudential Assurance Malaysia Berhad，正式展開金融服務生涯。他擁有計算機學士學位，如今負責管理一支 10人團隊，並在2023 年創造最高保險成交個案數量的記錄。

‍

Derek Wong Tuck Kong beganhis career in financial services 17 years ago at Prudential Assurance MalaysiaBerhad. He graduated with a bachelor’s degree in computing, manages a team of10 and holds the record for the highest number of insurance cases closed in2023.

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焦點會議「能量一小時」

Focus Session Power Hour

Derek Wong Tuck Kong
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
9:30
Wednesday, June 10, 2026
Derek Wong Tuck Kong
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Gestión de Negocios
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語言：
英文
日文
普通話
泰文
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In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

在 60 分鐘的時間內，八名演講者將輪流分享精明實用理念，讓您立即付諸實踐。萬勿錯過這場充滿奧妙策略、生動案例與行動收穫的會議——會議定將為所有與會者帶來裨益！

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Damon Dunn

Seattle
,
Washington
,
USA
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Damon Dunn 成長於一間十人同住的三臥室拖車屋，依靠狩獵和捕魚維生。高中時期，他獲選為全州美式足球明星球員，並贏得史丹福大學獎學金。就學期間，他擔任東帕羅奧圖史丹福暑期學院執行總監，為弱勢拉丁裔與非裔學生提供課業輔導與導師指導。畢業後，他曾先後效力於 NFL 傑克森維爾美洲虎隊、克里夫蘭布朗隊、紐約噴射機隊與達拉斯牛仔隊，後來成立了 Fighting Giants Ministry 組織，致力協助重傷兒童。他也是現任 Sagan Sign Talent 行政總裁。

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Damon Dunn grew up in a three-bedroom trailer with 10 people, relying on hunting and fishing for food. In high school, he was an all-state football player and was awarded a scholarship to Stanford University. While there, Dunn served as executive director of the East Palo Alto Stanford Summer Academy, providing tutoring and mentorship to underprivileged Latino and African American students. Upon graduation, he played in the NFL for the Jacksonville Jaguars, Cleveland Browns, New York Jets and Dallas Cowboys, and founded the Fighting Giants Ministry to support children with life-changing injuries. Today, he is the CEO of Sagan Sign Talent.

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《鎖定方向：大膽前行，未來定將一片光明》

Locked in: Be bold, the future is bright

Damon Dunn
會議類型：
主場會議
演講語言：
英文
會議日期：
開始時間：
Dunn
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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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Dunn’s unique journey gives him a rare vantage point on how people reclaim their sovereignty, break through plateaus and intentionally engineer their future. He shares the hard-earned lessons he experienced in the arenas of competition, strategy and leadership, providing a blueprint for relentless excellence, system-driven execution, strategic decision-making and resilience under pressure.

Dunn 獨特的經歷賦予他罕見的視角，洞察人們如何重掌主導權、突破樽頸位，並有意識地構建未來。他將分享在競技、策略與領導力範疇中艱苦得來的教訓，為不懈追求卓越、系統化執行、策略決策及壓力下的韌力提供藍圖。

Keith Ferrazzi

Los Angeles
,
California
,
USA
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Keith Ferrazzi is an entrepreneur, philanthropist, award-winning speaker, bestselling author and investor. As founder and chairman of Ferrazzi Greenlight and its applied research institute, Ferrazzi coaches teams in top organizations to achieve transformative outcomes. He is a Fast Company Leadership Hall of Famer and Toastmasters’ 2018 Golden Gavel Award winner who has a passion for challenging people to embrace change and inclusive collaboration.

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From "Never Eat Alone" to "Never Lead Alone": 20 years of wisdom

Keith Ferrazzi
會議類型：
特別午餐會
演講語言：
英文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
12:00
Monday, June 8, 2026
Ferrazzi
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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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What has Ferrazzi learned in the 20 years between his books “Never Eat Alone” and “Never Lead Alone”? He shares the highlights of this journey and how relationships and teams lead to success.  

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Fiona Foo Yuet Ling, ChFC/S

Singapore
,
,
Singapore
入會總年份：
11
內閣會員榮譽：
6
頂尖會員榮譽：
0

Fiona Foo Yuet Ling，ChFC/S，資深行政經理，擁有逾 10年理財規劃經驗。自2014 年加入Great Eastern Financial Advisers Singapore 以來，她秉持熱忱與信念，致力與客戶建立終生夥伴關係，陪伴他們走過人生不同階段。她持有商業學士學位，專精財富保障與全方位理財規劃，並積極參與百萬圓桌會員交流委員會分會的事務。她亦常於企業及行業活動中擔任演講者。

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Fiona Foo Yuet Ling, ChFC/S,is an executive senior manager with more than 10 years of experience infinancial planning. Since joining Great Eastern Financial Advisers Singapore in2014, she has been driven by her passion and conviction to build lifelongrelationships with clients and journey with them through different phases oftheir lives. She holds a bachelor’s degree in business, specializes in wealthprotection and holistic financial planning, and is an active member of MDRT’sMembership Communications Division. She has also spoken at company and industryevents.

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焦點會議「能量一小時」

Focus Session Power Hour

Fiona Foo Yuet Ling, ChFC/S
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
9:30
Wednesday, June 10, 2026
Foo Yuet Ling
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Marketing
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語言：
英文
日文
普通話
泰文
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In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

在 60 分鐘的時間內，八名演講者將輪流分享精明實用理念，讓您立即付諸實踐。萬勿錯過這場充滿奧妙策略、生動案例與行動收穫的會議——會議定將為所有與會者帶來裨益！

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John P. Foppe

Breese
,
IL
,
USA
入會總年份：
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John P. Foppe is a seasoned international keynote speaker who was trained by Zig Ziglar and has presented in more than 25 countries. Born without arms, Foppe is the founder of Friends of the Forgotten, a mission serving institutionalized children with disabilities in the developing world. He is the author of “What’s Your Excuse?” and was named one of the Ten Outstanding Young Americans by U.S. Junior Chamber of Commerce.

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毅力、目標與卓越：破除藉口，築就願景

Grit, goals and greatness: Breaking excuses and building vision

John P. Foppe
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
13:30
Tuesday, June 9, 2026
Foppe
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Persona Íntegra
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語言：
英文
普通話
西班牙文
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Success is not the absence of obstacles, but the presence of grit, determination and the discipline to focus on what truly matters. Foppe, who was born without arms, challenges members to recognize their “emergency excuses” and dismantle the myths that hold them back.

成功並非毫無障礙之果，而是在於擁有直面困難的毅力、堅定不移的決心，以及專注於關鍵事務的自律。天生沒有雙臂的 Foppe，將挑戰一眾會員辨別自身的「緊急藉口」，並破除那些阻礙前進的迷思。

Devin Gaffney, FSCP, LUTCF

London
,
KY
,
United States
入會總年份：
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頂尖會員榮譽：

Devin Gaffney, FSCP, LUTCF, is the sales training manager and development leader for AAA Life Insurance Company. With almost 30 years’ experience in financial services, Gaffney has spent the last 13 years focused on designing and delivering programs that combine traditional training methods with cutting-edge technology to empower advisors. He graduated from Western Kentucky University with a degree in advertising and marketing.

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Start fast, retain for years: A people-led, AI-reinforced onboarding program

Devin Gaffney, FSCP, LUTCF
會議類型：
全球服務
演講語言：
英文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
13:30
Tuesday, June 9, 2026
Gaffney
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語言：
英文
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AI is more than using ChatGPT for interview questions. Two leaders who have successfully integrated AI into their recruiting and training strategies share a blueprint for identifying and using tools to refine and streamline processes in agency management.

Devin Gaffney, FSCP, LUTCF; Avraam Pekris, BSc, MBA

,
,
入會總年份：
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頂尖會員榮譽：

Devin Gaffney, FSCP, LUTCF, is the sales training manager and development leader for AAA Life Insurance Company. With almost 30 years’ experience in financial services, Gaffney has spent the last 13 years focused on designing and delivering programs that combine traditional training methods with cutting-edge technology to empower advisors. He graduated from Western Kentucky University with a degree in advertising and marketing.

Avraam Pekris, BSc, MBA, is the CEO and founder of Huminance Insurance Agents and Consultants. He has more than 20 years of experience in the financial services profession and specializes in leadership development, recruitment and building exceptional agency cultures. An actuary by training, Pekris holds first-class honors from the London School of Economics and Political Science and an MBA from the Cyprus International Institute of Management.

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Start fast, retain for years: A people-led, AI-reinforced onboarding program

Devin Gaffney, FSCP, LUTCF; Avraam Pekris, BSc, MBA
會議類型：
全球服務
演講語言：
英文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
13:30
Tuesday, June 9, 2026
Gaffney; Pekris
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語言：
英文
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AI is more than using ChatGPT for interview questions. Two leaders who have successfully integrated AI into their recruiting and training strategies share a blueprint for identifying and using tools to refine and streamline processes in agency management.

Eric Gabriel Gamilla

SAN PABLO CITY
,
,
Philippines
入會總年份：
5
內閣會員榮譽：
1
頂尖會員榮譽：

Eric Gabriel Gamilla joined the financial services profession in 2019 and specializes in health protection, wealth management, risk management and financial planning to help individuals and their families safeguard their futures. He is a medical doctor, registered pharmacist and branch head at AXA Philippines who has also served as an MDRT mentor and MDRT Company Chair in the Philippines. He has been recognized with numerous industry honors and, with his unique background in medicine, education and financial services leadership, he brings a holistic approach to advising clients and mentoring advisors, combining professional excellence with a deep sense of purpose.

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Time mastery: Thriving in multiple roles without losing balance

Eric Gabriel Gamilla
會議類型：
交流區
演講語言：
英文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
13:30
Tuesday, June 9, 2026
Gamilla
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語言：
英文
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Many advisors struggle to balance multiple roles — professional, personal and family — without feeling overwhelmed. Gamilla shares his five principles (including defining and prioritizing roles, structuring your week around nonnegotiables and more) of time mastery that have helped him thrive while wearing many hats.

Vincent Gan, ChFC, CLU

Singapore
,
,
Singapore
入會總年份：
17
內閣會員榮譽：
1
頂尖會員榮譽：
0

Vincent Gan，ChFC、CLU 是 Great Eastern Financial Advisers Singapore 的執行資深總監，於金融服務業深耕 20 年。他專精於代理人團隊領導、培訓與發展，致力協助理財顧問實現具使命感且可持續的成長。畢業於新加坡國立大學的 Gan，不但擔任多個業界委員會職務及獲邀至國際論壇演講，更屢獲公司與行業殊榮肯定。

Vincent Gan, ChFC, CLU, is an executive senior director with Great Eastern Financial Advisers Singapore and has been in the financial services profession for 20 years. He specializes in agency leadership, training and development, with a passion for helping financial consultants grow purposefully and sustainably. A graduate of the National University of Singapore, Gan has served on industry councils, spoken at international forums and received numerous company and industry accolades.

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為理財顧問而設的 25 條使命主導型提問

Ask 25 purpose-driven questions for financial consultants

Vincent Gan, ChFC, CLU
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
11:00
Wednesday, June 10, 2026
Gan
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Asesoría a Clientes
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語言：
英文
普通話
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Clients aren’t just looking for numbers; they’re seeking meaning, direction and someone who truly understands what matters to them. Gan distills more than two decades of professional insight into 25 purpose-driven questions designed to spark trust, uncover deep motivations and guide transformative conversations.

客戶看重的不止是數字，更是人生意義、方向指引，以及能真正理解他們需求的人。Gan 凝聚逾廿載專業智慧，精煉出 25 條使命主導型提問，旨在點燃信任、發掘深層動機，以及引導具轉化意義的對話。

Alexandra de Jesus Garcia Yanez

SALTILLO
,
COAH
,
Mexico
入會總年份：
5
內閣會員榮譽：
0
頂尖會員榮譽：
0

Alexandra de Jesus García Yanez is an insurance agent at Seguros Monterrey New York Life. With more than five years of experience in the financial services profession, she has earned recognition for her focus on financial education for young people, especially women, empowering them to build a strong future with a long-term perspective. García Yanez has gained significant recognition for her performance, including Legión Platino, Club Diamante and Club Atlantis. She has also been both a champion and a runner-up in her company's Northern Zone for three consecutive years in the life insurance category.

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Panel discussion: The advisor's endless cycle: The key to prospecting, connecting and multiplying

Alexandra de Jesus Garcia Yanez
會議類型：
焦點會議
演講語言：
西班牙文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
13:30
Tuesday, June 9, 2026
Garcia Yanez
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語言：
西班牙文
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Advisors know that success isn't built on a single action but on an ongoing cycle that begins with prospecting, is strengthened by connection and expands as clients become advocates for our work. Four leading advisors share their experiences and perspectives about how they have navigated this endless cycle.

Clay Gillespie, CFP, CLU

Vancouver
,
BC
,
Canada
入會總年份：
25
內閣會員榮譽：
23
頂尖會員榮譽：
22

Clay Gillespie，CFP、CLU 將出任 2026 年度百萬圓桌第一副會長。身為百萬圓桌基金會的神劍騎士，Gillespie 在 2023 年擔任百萬圓桌財務分會的全球理事會成員，也曾在 2019 年任職頂尖會員全球理事會成員兼顧問委員會主席。他是 2015 年百萬圓桌年會焦點會議委員會的隊長，並曾在頂尖會員分會轄下的好幾個委員會擔任主席。Gillespie 是一名理財顧問、投資組合經理兼 RGF Integrated Wealth Management 的董事總經理。  

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Clay Gillespie, CFP, CLU, is the 2026 First Vice President of MDRT. An Excalibur Knight of the MDRT Foundation, Gillespie served as Global Council Member of MDRT’s Finance Division in 2023 and as Top of the Table Global Council Member and Advisory Board Chair in 2019. He was Captain of the 2015 MDRT Annual Meeting Focus Sessions Committee and has served as Chair of several committees in the Top of the Table Division. Gillespie is a financial advisor, portfolio manager and managing director with RGF Integrated Wealth Management.

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新任會長致辭

Incoming Presidential Address

Clay Gillespie, CFP, CLU
會議類型：
主場會議
演講語言：
英文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
8:00
Tuesday, June 9, 2026
Gillespie
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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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Get to know 2027 MDRT President Clay Gillespie, CFP, CLU

認識 2027 年度百萬圓桌會長 Clay Gillespie，CFP、CLU

Yeritzell Gonzalez

Cuidad de Panama
,
,
Panama
入會總年份：
7
內閣會員榮譽：
0
頂尖會員榮譽：
0

Yeritzell González is a successful insurance broker and a founding partner of GYP Seguros Panamá, with 15 years of experience in the insurance industry. The awards she has received for her outstanding professional performance include Top 1 New Agent in 2011, Top 1 Agent in 2014 and Top 5 Agent at ASSA.

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Panel discussion: The advisor's endless cycle: The key to prospecting, connecting and multiplying

Yeritzell Gonzalez
會議類型：
焦點會議
演講語言：
西班牙文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
13:30
Tuesday, June 9, 2026
Gonzalez
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This is some text inside of a div block.
語言：
西班牙文
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Advisors know that success isn't built on a single action but on an ongoing cycle that begins with prospecting, is strengthened by connection and expands as clients become advocates for our work. Four leading advisors share their experiences and perspectives about how they have navigated this endless cycle.

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