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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。 

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

Jonathan Godshall C., MBA, LUTCF

,
,
入會總年份：
12
內閣會員榮譽：
1
頂尖會員榮譽：

Jonathan Godshall C., MBA, LUTCF, is the director of Godshall Consultores. He began in the financial services profession in 2012 at the age of 25. Since then, he has been a frequent MDRT volunteer, serving on committees, including the Member Communications Committee for Latin America, and as a speaker at the MDRT Annual Meeting. He is the author of the book, “Tu dinero, tu futuro: Guia practica para jóvenes y familias que quieren vivir sin estrés financiero.”

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Transforming the way you build your financial advisory business

Jonathan Godshall C., MBA, LUTCF
會議類型：
MDRT Academy 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
Sunday, August 9, 2026
Godshall
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語言：
西班牙文
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Every moment and interaction offers an opportunity to build trust.  In this exclusive session for MDRT Academy members, Godshall highlights the importance of maintaining a strong professional image, engaging in authentic communication, and delivering a concise, effective presentation that conveys confidence and genuine value. This session will inspire you to listen actively, develop genuine empathy, and see objections as opportunities for dialogue. Godshall also shares techniques for closing sales and strategies to tailor each interaction. He emphasizes the importance of an organized, people-centered business approach focused on building lasting relationships.

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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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.

Nathan Graff, BFA, CFP

Corvallis
,
OR
,
United States
入會總年份：
4
內閣會員榮譽：
4
頂尖會員榮譽：
4

Nathan Graff，CFP、BFA自2008 年起便一直協助客戶梳理財務難題。他以理解客戶目標為核心，提供度身訂造且的創意方案，確保客戶對自身與家庭的願景得以實現。Graff曾就讀南俄勒岡大學、牛津大學及俄勒岡州立大學，獲哲學理學士學位。他持有LPL Financial 的Series 7 及 66證券註冊資格，並具俄勒岡州健康與人壽保險執照。

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Nathan Graff, CFP, BFA, hasbeen helping clients manage their financial puzzles since 2008. He aims tounderstand his clients’ goals, so he can provide customized and creativesolutions to ensure their visions for themselves and their families become a reality.Graff attended Southern Oregon University, the University of Oxford and OregonState University, where he earned a Bachelor of Science degree in philosophy.He holds Series 7 and 66 Securities Registrations with LPL Financial and anOregon health and life insurance license.

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焦點會議「能量一小時」

Focus Session Power Hour

Nathan Graff, BFA, CFP
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
Graff
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Asesoría a Clientes
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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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Ho Hsiu Ling

,
,
Taiwan Area
入會總年份：
8
內閣會員榮譽：
1
頂尖會員榮譽：

HO HSIU LING，財務規劃師，擁有20年人力資源經驗，2024年獲得內閣會員資格。

Ho Hsiu Ling is a financial planner who leverages 20 years of human resources expertise in her practice while also applying her training and consulting experience to her role.

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帶著夢想前進戈壁

Pursuing dreams across the Gobi

Ho Hsiu Ling
會議類型：
交流區
演講語言：
普通話
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
11:30
Sunday, June 7, 2026
HO HSIU LING
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語言：
普通話
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Ho Hsiu Ling shares insights from leading a 1,000-person Gobi Desert expedition, demonstrating how to build resilience against rejection. Learn how to channel the persistence required for achieving dreams into powerful professional service and marketing strategies that establish lasting client trust.

HO將分享千人走戈壁挑戰，鼓勵培養面對拒絕的韌性，將堅持夢想的精神轉化為專業服務與行銷能量，成為顧客信賴的典範。

Travis Hamilton

,
,
入會總年份：
8
內閣會員榮譽：
5
頂尖會員榮譽：
2

Travis Hamilton is a financial advisor and business owner with 15 years of experience in the profession. As managing director of Plan B Financial Services, he specializes in life and health insurance. Hamilton is MDRT’s MCC Zone 13 Country Chair-Oceania and has served on the MDRT Academy Task Force. He is a Chartered member of the Institute of Directors and holds a Bachelor of Commerce in finance and economics.

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How to build, develop and maintain strategic centers of influence

Travis Hamilton
會議類型：
交流區
演講語言：
英文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
13:00
Monday, June 8, 2026
Hamilton
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語言：
英文
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Real growth doesn’t happen in isolation — it happens through collaboration. Hamilton explains how he has built an advisory practice by developing powerful centers of influence who refer hundreds of clients each year and how you can apply his framework to make referring easy for your COIs.

Travis Hamilton

,
,
入會總年份：
8
內閣會員榮譽：
5
頂尖會員榮譽：
2

Travis Hamilton is a financial advisor and business owner with 15 years of experience in the profession. As managing director of Plan B Financial Services, he specializes in life and health insurance. Hamilton is MDRT’s MCC Zone 13 Country Chair-Oceania and has served on the MDRT Academy Task Force. He is a Chartered member of the Institute of Directors and holds a Bachelor of Commerce in finance and economics.

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The secrets of MDRT members’ success

Travis Hamilton
會議類型：
MDRT Academy 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
Hamilton
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語言：
英文
西班牙文
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What are the unique habits of long-term MDRT members that ensure their continued success and MDRT qualification? At this session just for MDRT Academy members, Court of the Table and Top of the Table qualifiers share the routines and processes — including handling rejection, time management, collaboration and more — that have been instrumental to their personal and professional achievement.

Brian D. Heckert, CLU, ChFC

,
,
入會總年份：
38
內閣會員榮譽：
26
頂尖會員榮譽：
19

Brian D. Heckert, CLU, ChFC, has dedicated his professional life to providing strategic financial advice and services for individuals and businesses. He has been involved with numerous MDRT committees and served as MDRT President in 2016. Through his industry leadership, he has gained a broad world view, and he has been featured and quoted in media outlets such as Forbes, the Wall Street Journal, CNN Money and ThinkAdvisor in addition to speaking to audiences in 49 U.S. states and 35 countries on topics ranging from advanced planning ideas to practice management.

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Panel discussion: How the MDRT Family of Brands can be a resource in each phase of your professional journey

Brian D. Heckert, CLU, ChFC
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：
15:30
Sunday, June 7, 2026
Heckert
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語言：
英文
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Learn how the MDRT Academy and the MDRT Center for Field Leadership can help you and your advisors learn and grow at every career stage. The MDRT Academy helps advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders.

Dr. José M. Hernández

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

Dr. José Hernández 是加州大學校務委員，同時擔任航天工程顧問公司 Tierra Luna Engineering LLC 的主席兼行政總裁。2001 年至 2011 年期間，Hernández 曾在美國太空總署的約翰遜太空中心擔任多項職務，其中包括在發現號太空梭倒數第二次任務期間擔任飛行工程師，該任務完成了國際太空站的建造工程。在加入美國太空總署之前，Hernández 曾於勞倫斯利佛摩國家實驗室工作 17 年，期間參與 X 光激光專案，並參與開發了首個用於早期乳癌檢測的全視野數碼乳房造影系統。  

‍

Dr. José Hernández is a University of California regent and the president and CEO of Tierra Luna Engineering LLC, an aerospace engineering consulting firm. From 2001 to 2011, Hernández worked at NASA's Johnson Space Center in various roles, including as a flight engineer on the Space Shuttle Discovery’s penultimate mission, which completed construction of the International Space Station. Prior to his tenure at NASA, Hernández spent 17 years at Lawrence Livermore National Laboratory, where he contributed to the X-ray laser project and co-developed the first full-field digital mammography system for early breast cancer detection.

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攀登新高峰

Reaching new heights

Dr. José M. Hernández
會議類型：
主場會議
演講語言：
英文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
13:00
Wednesday, June 10, 2026
Hernández
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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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How did Hernández overcome adversity to soar beyond humble beginnings and become an astronaut? He shares how one personal success led to another and how you can apply the lessons of his journey to your business or personal goals.

Hernández 是如何克服逆境，從卑微的出身一飛沖天，最終成為一名太空人的？他將分享個人的成功如何環環相扣，一步步引領他邁向頂峰，並闡述如何將他這趟旅程的啟示，應用於您的事業或個人目標之中。

‍

Atsushi Hirao

,
,
Japan
入會總年份：
5
內閣會員榮譽：
3
頂尖會員榮譽：
1

Atsushi Hirao is affiliated with the Risk Management Laboratory, he works closely with accounting firms nationwide to deliver integrated consulting services covering insurance, life planning, and business succession. As a dedicated advisor, he is committed to supporting the long-term financial well-being of clients and helping individuals and business owners navigate complex financial decisions with confidence.

‍

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Achieving Greater Results Through AI and Strategic Collaboration

Atsushi Hirao
會議類型：
焦點會議
演講語言：
日文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
11:00
Wednesday, June 10, 2026
Hirao
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語言：
日文
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This session explores how sales professionals can use AI and video tools to improve efficiency and better understand client needs. It also highlights how collaboration with tax professionals can create new revenue opportunities while strengthening client trust. Grounded in the values of gratitude and service, the speaker will present practical strategies for building meaningful client relationships and achieving results that extend beyond individual capabilities.

‍

Sarah Helen Hogan, ACII

Lancashire
,
,
United Kingdom
入會總年份：
10
內閣會員榮譽：
10
頂尖會員榮譽：
8

Sarah Helen Hogan, ACII, is the director and owner of KBA,where she leads a team of financial advisors specializing in retirementplanning, business financial planning and succession planning. She has receivedaccolades for her exceptional leadership and client-focused service, such asbeing named Team Leader of the Year and Financial Adviser of the Year in theNorth West at the 2019 Professional Adviser Women in Financial Advice Awards,among many other nominations for her inspiration and mentorship. In addition tobuilding lasting relationships with clients and their families, Hogan alsoactively volunteers at numerous charitable organizations.

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Focus Session Power Hour

Sarah Helen Hogan, ACII
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
Hogan
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Marketing
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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.

H. Adam Holt, ChFC, CFP

Philadelphia
,
PA
,
USA
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

H. Adam Holt, ChFC, CFP, is the managing partner at RubinGoldman and Associates and founder of Asset-Map, a platform used by thousands of advisors to engage more than 2.5 million households worldwide. With 26 years of experience, Holt has built a firm surpassing USD 1 billion AUM and millions in annual premium. A recognized thought leader and podcast host, he speaks globally on advisor intelligence, behavioral finance and the future of client engagement in financial advice.

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Investing in the original AI: Advisor intelligence

H. Adam Holt, ChFC, CFP
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
Holt
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Asesoría a Clientes
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語言：
英文
泰文
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As clients gain access to increasingly sophisticated digital tools, the traditional approach of presenting multipage financial plans is quickly losing relevance. Holt explains how to deliver more meaningful client experiences and why the true differentiator is not artificial intelligence — it is advisor intelligence: your unique blend of empathy, judgment, real-time insight and trust-building that only an advisor can deliver.

Hoo See Yean Joyce

Subang Jaya
,
,
Malaysia
入會總年份：
7
內閣會員榮譽：
2
頂尖會員榮譽：

Hoo See Yean Joyce is a premier wealth planner with Prudential Malaysia, bringing 12 years of expertise in family and high-net-worth wealth and risk management. She is also a third-generation professional with more than four decades of family history in the life insurance business. Since starting her career as a fresh graduate, Hoo See Yean Joyce has earned prestigious accolades including the International Dragon Award, AKARD Diamond Award, Asia Pacific Financial Service Award and LIMRA’s PSM. A certified wealth planner with a bachelor’s in international business, she is dedicated to helping clients protect their dignity, preserve wealth and secure lasting legacies.

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The unprepared generation: Closing the gap in long-term care planning for modern advisors

Hoo See Yean Joyce
會議類型：
交流區
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
Hoo See Yean Joyce
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語言：
英文
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Do you know how to prepare for extended lifespans and the rising costs of aging? Discover Hoo See Yean Joyce’s three-step framework for building sustainable care solutions, along with a metaphor to help you communicate the urgency of this issue to clients and avoid objections.

Morgan Housel

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

Morgan Housel is a partner at Collaborative Fund. His book, “The Psychology of Money,” has sold more than 2 million copies and has been translated into 49 languages. He is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, winner of the New York Times Sidney Award, and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. He serves on the board of directors at Markel and has presented at more than 100 conferences in a dozen countries.

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The psychology of money: How to change your clients’ lives and become their financial hero

Morgan Housel
會議類型：
特別午餐會
演講語言：
英文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
12:00
Tuesday, June 9, 2026
Housel
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語言：
英文
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Most people don’t make financial decisions on a spreadsheet; they make them at the dinner table or in a meeting room, where personal history and each person’s unique view of the world, ego, pride, marketing and odd incentives are scrambled together. Housel shares four stories that have nothing to do with investing but highlight behavior — and how to use those insights to make better decisions with money. Please note: This presentation includes topics that some may find disturbing or upsetting, including suicide.

Ming-Fong Huang, CFP

Taipei
,
,
Taiwan Area
入會總年份：
14
內閣會員榮譽：
8
頂尖會員榮譽：
5

Ming-Fong Huan, CFP, is an active MDRT member, currently reprising her roles both as MDRT Chinese Taiwan Local Chair and Chair of the Top of the Table Market Engagement Committee, Chinese Taiwan. She received the 2021 Business Weekly Top 100 CEO/Top 100 Consultant Award and published “The Remote Sales Queen's Guide to Winning in 2022.” She has released annual online courses from 2023-2025 and holds a master's degree from National Central University, Institute of Industrial Economics.

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時間管理：有效安排您的一周

Time management: Effectively organize your week

Ming-Fong Huang, CFP
會議類型：
焦點會議
演講語言：
普通話
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
15:00
Tuesday, June 9, 2026
Huang
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Gestión de Negocios
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語言：
普通話
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Effective time management empowers advisors to shift from reactive firefighting to proactive client service delivery. Huang shares how to master three core principles of time management — categorizing tasks, setting priorities and creating action plans — to free up time for prospecting.

有效時間管理讓業務員擺脫被動滅火，主動掌握客戶服務節奏。掌握時間管理三原則，學會分類工作、安排優先順序並擬定行動計劃，創造開發新客戶的時間。

Cheng-Kan Huang, RFC, CPCS

Taipei
,
,
Taiwan Area
入會總年份：
8
內閣會員榮譽：
3
頂尖會員榮譽：
0

Cheng-Kan Huang, RFC, CPCS, currently serves as Area Chair for MDRT’s MCC Zone 7 Chinese Taiwan. He was also a speaker at the 2024 MDRT Day Main Platform in Chinese Taiwan and a ConneXion Zone speaker at the 2025 MDRT Annual Meeting. With 25 years of financial and insurance experience, he is now the chief life insurance advisor at Taishin Life Insurance and has been named Outstanding Industry Representative by the Life Insurance Association three times. He holds a master's degree in advanced management from Tunghai University.

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加速成交的AI運用力

Human wisdom × AI power

Cheng-Kan Huang, RFC, CPCS
會議類型：
焦點會議
演講語言：
普通話
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
13:30
Tuesday, June 9, 2026
Huang
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Asesoría a Clientes
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語言：
普通話
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Harness AI tools to enhance professional analysis and service efficiency while presenting insurance solutions through compelling storytelling. By combining technology with human empathy, Huang says, advisory services become faster, more precise and more personal.

運用Gemini，NotebookLM，Perplexity，ChatGPT...等AI工具提升專業分析與服務效率，以故事化，圖像化，數字化來幫助客戶聚焦，呈現規劃方案價值後加速成交的案例分享。結合科技與人性關懷，讓顧問服務更精準，更快速，更有溫度。

Ross G. Hultgren, CFP, DFP

GEELONG WEST
,
,
Australia
入會總年份：
28
內閣會員榮譽：
19
頂尖會員榮譽：
7

Ross G. Hultgren，CFP、DFP是Community Chapman Welsh 資深理財顧問。他從事金融服務業已有 38個年頭，目前主要服務於即將退休人士及新近退休人士，並曾憑藉社區及客戶服務榮獲終身成就獎。

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Ross G. Hultgren, CFP, DFP,is a senior financial advisor at Community Chapman Welsh. He has 38 years ofexperience in the financial services profession, currently works withpre-retirees and the recently retired, and has received the Lifetime AchievementAward for his services to the community and his clients.

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焦點會議「能量一小時」

Focus Session Power Hour

Ross G. Hultgren, CFP, DFP
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
Hultgren
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Asesoría a Clientes
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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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Victor Idoko, CFA, CFP

,
,
入會總年份：
3
內閣會員榮譽：
2
頂尖會員榮譽：

Victor Idoko, CFA, CFP, is the founder and principal advisor of CFV Advisory. He holds a master’s in finance with distinction and has more than 12 years of experience in financial services, including roles at Commonwealth Bank and Suncorp. He leads a growing team focused on legacy-driven wealth strategies, SMSFs and cross-border financial planning. Idoko is the author of “7 Basic Wealth Strategies,” hosts the “Elevate Your Wealth” podcast and recently co-authored a children’s book series called “Bunnies & Monies” to help educate kids on the importance of financial literacy.

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From solo advisor to legacy enterprise: How to build a team that can 10x revenue without compromising purpose

Victor Idoko, CFA, CFP
會議類型：
交流區
演講語言：
英文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
12:30
Monday, June 8, 2026
Idoko
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語言：
英文
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Idoko shares the systems that helped him scale trust and delivery, how he uses the 16 Personalities framework to build a high-performing team, and why niching has been the key to sustainable, scalable growth. Gain insights that can help you 10x your revenue, reduce dependency on yourself and build a business admired for its purpose and people.

Akio Iida

Tokyo
,
,
Japan
入會總年份：
13
內閣會員榮譽：
8
頂尖會員榮譽：
4

Akio Iida is an executive life planner at Sony Life Insurance Company. Approximately 96% of his business comes from the corporate market. He is recognized as approachable yet professional and has expertise in the field. Before joining the business, he developed security systems at a major security company and served as a security consultant for a government-affiliated financial institution. He had no sales background and started from scratch in the insurance industry.

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Realize your ideal vision through marketing strategy and high aspirations

Akio Iida
會議類型：
焦點會議
演講語言：
日文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
13:30
Monday, June 8, 2026
Iida
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Marketing
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語言：
日文
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Marketing success requires short-, mid- and long-term strategies rather than ad-hoc responses. Iida shares his seven beliefs for maintaining high aspirations, including specific examples of what to say and how and when to convey these ideas, even when the possibility of achieving them seems like an unattainable target.

Kosuke Ishihara

Tokyo
,
,
Japan
入會總年份：
22
內閣會員榮譽：
17
頂尖會員榮譽：
6

Kosuke Ishihara has been with Tokio Marine Nichido Anshin Life for 21 years. He sells individual insurance to practicing physicians and through seminars. He won every company award, including the championship in individual business 20 times. He graduated from Waseda University and worked for a leading travel agency before joining the life insurance business.

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Continuing high performance with individual insurance

Kosuke Ishihara
會議類型：
焦點會議
演講語言：
日文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
9:30
Wednesday, June 10, 2026
Ishihara
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Marketing
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語言：
日文
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Ishihara has been closing at least one case every single week for more than 21 years since his rookie days. While many veterans transition to the business market, he places great importance on individual insurance and shares his secrets to continued high performance through seminar sales and developing the physicians’ market with individual insurance only.

Allen Jackson, FSCP

North Charleston
,
SC
,
United States
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Allen Jackson, FSCP, is a managing director with Transamerica Agency Network. With more than 30 years of experience as a financial services leader, Jackson focuses on leadership development, recruiting, selection and developing others. He was a Diamond Club qualifier for 23 years at AAA Life and is a graduate of both Leading from the Front and the Career Sales Institute.

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Panel discussion: Top strategies to attract future MDRT advisors

Allen Jackson, FSCP
會議類型：
全球服務
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
Jackson
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語言：
英文
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Every great agency is built on people, but how do you attract them by creating an environment they want to be part of? Financial services leaders share their strategies for enticing and recruiting MDRT-quality advisors.

Allen Jackson, FSCP; Angela Daniela Malagón Beaven, FSCP, CLI; Joseph Sparacio; Remus Ungureanu

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Allen Jackson, FSCP, is a managing director with Transamerica Agency Network. With more than 30 years of experience as a financial services leader, Jackson focuses on leadership development, recruiting, selection and developing others. He was a Diamond Club qualifier for 23 years at AAA Life and is a graduate of both Leading from the Front and the Career Sales Institute.

Angela Daniela Malagón Beaven, FSCP, CLI, co-leads a sales team of 140 advisors and three managers at Patrimonia Seguros, a proud commercial partner of Seguros Monterrey New York Life. She has more than 20 years’ experience in the financial services profession and graduated from ITESM with a degree in Business Administration. She is a 2025 MDRT Center for Field Leadership Gold Agency Award recipient.

Joseph Sparacio has been in financial services leadership for 30 years and is currently a general agent with Texas National Financial Group, proud partner of National Life Group in Addison, Texas.  Prior to this role, he was head of field management at MassMutual. Sparacio is a graduate of Hofstra University, where he established a scholarship for students in speech and communication, and is currently on the NAIFA board of directors.

Remus Ungureanu is an agency manager senior expert for Metropolitan Life Romania, where he has been a leader for 25 years. He currently leads a team of 60 advisors and plays a key role in developing new leaders. He is a 2025 MDRT Center for Field Leadership Diamond Agency Award winner.

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Panel discussion: Top strategies to attract future MDRT advisors

Allen Jackson, FSCP; Angela Daniela Malagón Beaven, FSCP, CLI; Joseph Sparacio; Remus Ungureanu
會議類型：
全球服務
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
Jackson; Malagon Beaven; Sparacio; Ungureanu
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語言：
英文
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Every great agency is built on people, but how do you attract them by creating an environment they want to be part of? Financial services leaders share their strategies for enticing and recruiting MDRT-quality advisors.

Young Joo Jeon

Seoul
,
,
Republic of Korea
入會總年份：
17
內閣會員榮譽：
14
頂尖會員榮譽：
5

Young Joo Jeon is a professional with 19 years in the insurance business. Jeon specializes in consulting for inheritance, gifting, whole life and protection insurance, as well as handling claims disputes and basic insurance education. Jeon has achieved 785 consecutive weeks of three wins and co-authored the book, "The Language of Masters." She previously worked in performance planning and holds a bachelor's degree.

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Panel discussion: Top of the Table partnership built on listening, empathy and togetherness

Young Joo Jeon
會議類型：
焦點會議
演講語言：
韓文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
13:30
Tuesday, June 9, 2026
Jeon
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Marketing
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語言：
韓文
No items found.

Evolving technologies, new opportunities and constant distractions continue to reshape our perspectives and practices. MDRT members explore the enduring principles that define the profession and the standards advisors must uphold to preserve its true foundation.

Young Joo Jeon; Jun Young Kim

Seoul
,
,
Republic of Korea
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Young Joo Jeon is a professional with 19 years in the insurance business. Jeon specializes in consulting for inheritance, gifting, whole life and protection insurance, as well as handling claims disputes and basic insurance education. Jeon has achieved 785 consecutive weeks of three wins and co-authored the book, "The Language of Masters." She previously worked in performance planning and holds a bachelor's degree.

Jun Young Kim is a financial expert with 15 years of experience, including 10 years in investment and 5 years in insurance. Kim specializes in macroeconomic analysis and investment strategy planning. He previously worked on the financial management team at LG Group.

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CLOSE

Panel discussion: Top of the Table partnership built on listening, empathy and togetherness

Young Joo Jeon; Jun Young Kim
會議類型：
焦點會議
演講語言：
韓文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
13:30
Tuesday, June 9, 2026
Jeon; Kim
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Marketing
This is some text inside of a div block.
語言：
韓文
No items found.

Evolving technologies, new opportunities and constant distractions continue to reshape our perspectives and practices. MDRT members explore the enduring principles that define the profession and the standards advisors must uphold to preserve its true foundation.

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