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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。 

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.

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。  

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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：
開始時間：
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。

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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.

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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.

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
This is some text inside of a div block.
Asesoría a Clientes
This is some text inside of a div block.
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！

‍

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
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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
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語言：
韓文
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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.

Anthony Matthews Jones, BSc (Hons), QFA

Wexford
,
,
Ireland
入會總年份：
19
內閣會員榮譽：
18
頂尖會員榮譽：
14

Anthony Matthews Jones, BSc (Hons), QFA, is a sought-after speaker who has presented at MDRT events as well as other major conferences all over the world. He is an active MDRT member and is passionate about sharing his expertise and strategies with his fellow financial advisors.

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Panel discussion: Study group your way to success

Anthony Matthews Jones, BSc (Hons), QFA
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
Jones
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Gestión de Negocios
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語言：
英文
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Why is it important to create or join study groups among MDRT members? Several members with study group experience share how they have gained knowledge and experience from their MDRT colleagues, as well as the experience of their international peer group and how they collaborated to write and publish a book.

Anthony Matthews Jones, BSc (Hons), QFA; Priti Ajit Kucheria, LUTCF, CFP; S Indresh Kumar Jain; Plabita Priyadarshi; Gail Singh, FCCA, FSCP

Wexford
,
,
Ireland
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Anthony Matthews Jones, BSc (Hons), QFA, is a sought-after speaker who has presented at MDRT events as well as other major conferences all over the world. He is an active MDRT member and is passionate about sharing his expertise and strategies with his fellow financial advisors.

Priti Ajit Kucheria, LUTCF, CFP, is the founding principal of Kucheria Financial Services LLP, a family office offering comprehensive financial planning services. As the top producer of her company for 24 years, Kucheria has received several awards for her accomplishments and has presented at many company events worldwide, inspiring and sharing her strategies with her fellow advisors. Kucheria has also served in various leadership roles on several committees and task forces for MDRT, including as Global Council Member of MCC and Trustee of the MDRT Foundation.

S. Indresh Kumar Jain is an experienced financial professional recognized for his commitment to collaborative growth and development within the financial services profession. He is known for his expertise in creating and leading successful study groups, where he emphasizes the importance of goal-sharing, mutual guidance and the exchange of practice management ideas. Kumar Jain advocates for the use of structured systems to foster higher performance.

Plabita Priyadarshi is chief advisor at Kotak Life Insurance Company Ltd. and has been in the financial services profession for 21 years, specializing in annuities and mutual funds. Priyadarshi is an active MDRT member and has received numerous awards for her accomplishments, such as being named Topmost Advisor at her company since 2005 and as one of the top 100 women in finance by the Association of International Wealth Management of India.

Gail Singh, FCCA, FSCP, is a financial strategist and chief executive officer of GMS Associates International Ltd. (incorporated with Guardian Life of the Caribbean Ltd). With more than 30 years of experience in auditing, accounting and finance, Singh is a certified chartered accountant, a certified quality manager, project management professional and a chartered insurance agency manager. She has received awards for Leadership in Quality Excellence and Outstanding Financial Strategy. Passionate about financial empowerment, Singh is dedicated to helping individuals and organizations pivot with purpose, plan strategically and achieve lasting success.

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Panel discussion: Study group your way to success

Anthony Matthews Jones, BSc (Hons), QFA; Priti Ajit Kucheria, LUTCF, CFP; S Indresh Kumar Jain; Plabita Priyadarshi; Gail Singh, FCCA, FSCP
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
Jones; Kucheria; Jain; Priyadarshi; Singh
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Gestión de Negocios
This is some text inside of a div block.
語言：
英文
No items found.

Why is it important to create or join study groups among MDRT members? Several members with study group experience share how they have gained knowledge and experience from their MDRT colleagues, as well as the experience of their international peer group and how they collaborated to write and publish a book.

Luis Arturo Juarez Morales

Michoacan
,
,
Mexico
入會總年份：
14
內閣會員榮譽：
13
頂尖會員榮譽：
11

Luis Arturo Juárez Morales is managing partner at Arpro Seguros. Throughout his 15-year successful career as an insurance agent, he has specialized in estate planning. Previously, he held key management roles at Zurich Financial Services and Grupo Financiero Interacciones, among others. Over the past 12 years, Juárez Morales has established himself as New York Life Mexico's top agent.

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Sell higher premiums to achieve a more balanced life

Luis Arturo Juarez Morales
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：
15:00
Tuesday, June 9, 2026
Juarez Morales
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Persona Íntegra
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語言：
西班牙文
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Are you selling more but living less? Juárez Morales explains how to grow your premiums without sacrificing your time, health and relationships. Learn practical prospecting, positioning and closing strategies to attract higher-value clients, boost your income, lighten your operational workload and achieve outstanding financial results without neglecting your personal life.

Minoru Kanai

Hokkaido
,
,
Japan
入會總年份：
18
內閣會員榮譽：
11
頂尖會員榮譽：
7

Minoru Kanai is an executive life planner at Prudential Life Insurance Company. With a 20-year career in the life insurance business, he specializes in estate/inheritance planning, business succession and employee benefits, particularly for business owners. Before joining the business, he worked for a medical device manufacturer, specializing in the cardiovascular field. The experience he cultivated in the medical field helped him transition to his life planning role, supporting his clients personally and their business continuity. He is a recipient of the Prudential Life Insurance Company's Kiyo Sakaguchi Golden Heart Memorial Award and his company-wide Core Value Award. He is a graduate of Sapporo Gakuin University, Faculty of Law.

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The power of purpose transforms the quality of life: Building relationships and shaping vision using choice theory

Minoru Kanai
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：
15:00
Monday, June 8, 2026
Kanai
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Persona Íntegra
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語言：
日文
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Encouraging clients to share their values can help define the person they aspire to become, Kanai says, as well as clarify their vision and build strong relationships. Discover how to engage this perspective in clients while expanding and refining your own capabilities as well.

Su-hyeon Kang

,
,
入會總年份：
6
內閣會員榮譽：
頂尖會員榮譽：

Su-hyeon Kang is a professional consultant at Mirae Asset Financial Service. He specializes in life insurance consulting and wealth management portfolios and has eight years of experience in the financial services profession.

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The nation's best whole life sales role playing master class

Su-hyeon Kang
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：
13:30
Sunday, June 7, 2026
Kang
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語言：
韓文
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Explore how to deliver greater value using death benefits and the financial utility of whole life insurance as retirement assets. Kang shares unique sales language and specific consulting know-how as well as strategies to deeply consider the essence of whole life insurance and how to apply it effectively to your practice.

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