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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。 

Jocelyn Kau

Singapore
,
,
Singapore
入會總年份：
9
內閣會員榮譽：
頂尖會員榮譽：

Jocelyn Kau is a five-time MDA award recipient. She is a senior wealth director at Prudential Financial Advisers Singapore, with 13 years of experience in financial services and eight in leadership. She holds an IBF Level 3 certification and leads a team of eight advisors, specializing in recruitment and Gen Z talent development.

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MDRT Center Speaks: Developing new advisors

Jocelyn Kau
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：
15:00
Monday, June 8, 2026
Kau
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This is some text inside of a div block.
語言：
英文
No items found.

Three agency leaders share techniques for building a team that evolves with you and stays long term as well as a 90-day onboarding plan that sets new advisors up for success. You'll also learn how to adapt your leadership style to young advisors and create a values-based culture.

Jocelyn Kau

,
,
入會總年份：
9
內閣會員榮譽：
頂尖會員榮譽：

Jocelyn Kau is a five-time MDA award recipient. She is a senior wealth director at Prudential Financial Advisers Singapore, with 13 years of experience in financial services and eight in leadership. She holds an IBF Level 3 certification and leads a team of eight advisors, specializing in recruitment and Gen Z talent development.

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Using Excel to automate 80% of my financial planning work

Jocelyn Kau
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：
13:00
Sunday, June 7, 2026
Kau
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This is some text inside of a div block.
語言：
英文
No items found.

Kau explains how simple Excel formulas can turn a basic spreadsheet into the backbone of every client meeting, helping to keep discussions structured, capturing all necessary data and logging past records for seamless servicing. Live examples will ensure that you leave with the ability to create your own version of these formulas for immediate impact.

Jocelyn Kau; Diana Ng, B Bus, ChFC; Agnieszka Surowik

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Jocelyn Kau is a five-time MDA award recipient. She is a senior wealth director at Prudential Financial Advisers Singapore, with 13 years of experience in financial services and eight in leadership. She holds an IBF Level 3 certification and leads a team of eight advisors, specializing in recruitment and Gen Z talent development.

Diana Ng, B Bus, ChFC, is a 12-year MDRT member with three Court of the Table qualifications. With 15 years in financial services and a decade of corporate marketing experience, she brings strategic insight to her work. As a director at Prudential Assurance Company Singapore, Ng specializes in financial wellness and estate planning, leads a team of 19 advisors, and is passionate about developing confident, purpose-driven leaders.

Agnieszka Surowik is an expert in financial risk transfer, specializing in life and health protection, retirement solutions, business succession and cross-insurance for companies — integrating strategy with values and long-term responsibility. With 18 years of management and leadership experience and seven in sales, Surowik advanced from advisor to director to sales trainer within five years of joining the financial services profession. She achieved MDRT in her second year and is now an MDRT Center for Field Leadership member, supporting dozens of advisors in their development through the Millionaire Club at Prudential Poland.

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MDRT Center Speaks: Developing new advisors

Jocelyn Kau; Diana Ng, B Bus, ChFC; Agnieszka Surowik
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：
15:00
Monday, June 8, 2026
Kau; Ng; Surowik
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This is some text inside of a div block.
語言：
英文
No items found.

Three agency leaders share techniques for building a team that evolves with you and stays long term as well as a 90-day onboarding plan that sets new advisors up for success. You'll also learn how to adapt your leadership style to young advisors and create a values-based culture.

R. J. Kelly, AEP, MSFS

San Diego
,
CA
,
United States
入會總年份：
46
內閣會員榮譽：
12
頂尖會員榮譽：
9

R.J.Kelly，AEP、MSFS，WealthLegacy Group Inc. 的創辦人兼願景總監；該公司專注於滿足成功企業家、專業人士及其家庭的多元需求。他的優勢與才能體現於能迅速掌握複雜微妙的狀況、以易懂方式闡述複雜概念，並透過全面且跨領域的方法為客戶尋找綜合型解決方案——這些方法往往為其他顧問忽略、否定或不知。

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R.J. Kelly, AEP, MSFS, is thefounder and chief visionary officer of Wealth Legacy Group Inc., a firm thatspecializes in meeting the diverse needs of successful entrepreneurs,professionals and their families. His strengths and talents lie in his abilityto quickly grasp complicated and delicate situations, communicate complex ideasin easy-to-understand ways, and find integrated solutions for clients throughholistic and multidisciplinary methods that other advisors often overlook,dismiss or simply are not aware of.

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焦點會議「能量一小時」

Focus Session Power Hour

R. J. Kelly, AEP, MSFS
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
Kelly
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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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Carol Kheng, ChFC

Singapore
,
,
Singapore
入會總年份：
28
內閣會員榮譽：
6
頂尖會員榮譽：
5

Carol Kheng，ChFC 將成為 2026 年度百萬圓桌前任會長。自 2022 年起，她曾在百萬圓桌執行委員會擔任多個崗位。她曾於 2019 年擔任百萬圓桌全球會議項目統籌委員會的分副會長，並於 2009 年擔任百萬圓桌會員資源與經營管理分會的分副會長。Kheng 亦曾加入百萬圓桌基金會的受託人董事會，也是百萬圓桌基金會的鑽石騎士。Kheng 是新加坡 Prudential Assurance Company 的資深理財顧問，也是該公司百萬圓桌俱樂部的創會成員兼主席。 

Carol Kheng, ChFC, is the 2026 Immediate Past President of MDRT. She has served in multiple roles on the MDRT Executive Committee since 2022. She previously served as Divisional Vice President for MDRT Global Conference Program General Arrangements in 2019 and for MDRT’s Member Resources — Practice Management Division in 2009. Kheng also has served on the Board of Trustees of the MDRT Foundation, for which she is a Diamond Knight. Kheng is a master financial consultant with Prudential Assurance Company Singapore, where she was the founding member and chairperson of its MDRT Club.

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表揚卸任會長 Carol Kheng，ChFC

Recognition of Immediate Past President Carol Kheng, ChFC

Carol Kheng, ChFC
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
Kheng
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This is some text inside of a div block.
語言：
英文
日文
韓文
普通話
西班牙文
泰文
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DaiHui Kim

,
,
入會總年份：
6
內閣會員榮譽：
頂尖會員榮譽：

DaiHui Kim is a general partner and sales leader at Shinhan Life. Kim serves as Chair of the MDRT Day Division on the Shinhan MDRT Steering Committee and specializes in financial planning and risk management, spanning both property and casualty insurance and life insurance. Kim has been recognized for his outstanding performance and compliance as a certified insurance consultant by the Life Insurance Association of Korea.

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Beyond risk management: Becoming a lifelong partner

DaiHui Kim
會議類型：
交流區
演講語言：
韓文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
12:00
Tuesday, June 9, 2026
Kim
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語言：
韓文
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Kim explores the journey of transitioning from general to life insurance and growing into a financial expert. Discover how to evolve from a risk-centered approach to a partnership that designs a client’s entire life while effectively communicating the essential value of life insurance.

Jung Hwan Kim

,
,
入會總年份：
4
內閣會員榮譽：
頂尖會員榮譽：

Jung Hwan Kim is a financial services professional with extensive experience in asset transfer, inheritance and gift planning. Kim specializes in providing integrated solutions through collaboration with other professionals. Additionally, he provides financial management services for high-net-worth individuals through global asset allocation and dollar-based retirement planning strategies.

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Beyond sales: What we need to change

Jung Hwan Kim
會議類型：
交流區
演講語言：
韓文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
11:30
Tuesday, June 9, 2026
Kim
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語言：
韓文
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Kim discusses asset transfer and collaboration strategies derived from the Republic of Korea’s unique environment of high inheritance taxes and exchange rate volatility. He explains leveraging insurance value in high-tax markets and the importance of retirement planning with dollar assets while building trust and achievinge growth through collaboration with tax and legal professionals.

Sunhoo Kim

Seoul
,
,
Republic of Korea
入會總年份：
12
內閣會員榮譽：
2
頂尖會員榮譽：
0

Sunhoo Kim is a dedicated financial professional recognized for innovative client networking strategies. By combining professional expertise with personal interests and hobbies, Kim has successfully expanded influence in the high-net-worth client market. His approach demonstrates how leveraging shared activities can build authentic relationships and enhance professional credibility.

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Growth strategy: Overcoming 2 career plateaus

Sunhoo Kim
會議類型：
焦點會議
演講語言：
韓文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
11:00
Wednesday, June 10, 2026
Kim
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Marketing
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語言：
韓文
No items found.

Kim shares the journey of overcoming two career plateaus after transitioning from a focus on personal network sales to managing transferred clients and selling variable products, then moving through a doctor-specialist team and a managerial role. Learn the specific strategies used to turn challenges at each stage into growth opportunities.

Jun Young Kim

Seoul
,
,
Republic of Korea
入會總年份：
5
內閣會員榮譽：
4
頂尖會員榮譽：
1

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

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
Kim
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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.

Chi-Chin Kuan

,
,
入會總年份：
9
內閣會員榮譽：
頂尖會員榮譽：

官其瑾，CFP，南山人壽業務襄理，年資9年，專長是客戶風險規劃、財務退休規劃、家庭傳承規劃。

Chi-Chin Kuan serves as business assistant manager at Nan Shan Life Insurance with nine years of experience. His expertise spans comprehensive risk planning, retirement strategies and multigenerational wealth transfer.

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世代傳承 — 建立 MDRT 家庭

Multigenerational legacy — building an MDRT family

Chi-Chin Kuan
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：
11:00
Sunday, June 7, 2026
Kuan
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This is some text inside of a div block.
語言：
普通話
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Kuan shares how his mother, a 28-year industry veteran and MDRT Life member, guided both him and his father to become trusted financial advisors for clients. He demonstrates proven strategies for supporting clients throughout their financial journeys while embracing Whole Person principles.

母親從業28年，是百萬圓桌終身會員，並帶領我和父親成為客戶財務守門員。了解如何陪伴客戶成長並落實全人理念。

Priti Ajit Kucheria, LUTCF, CFP

Mumbai
,
MH
,
India
入會總年份：
25
內閣會員榮譽：
24
頂尖會員榮譽：
22

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.

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Panel discussion: Study group your way to success

Priti Ajit Kucheria, LUTCF, 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：
11:00
Wednesday, June 10, 2026
Kucheria
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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.

S Indresh Kumar Jain

Chennai
,
,
India
入會總年份：
11
內閣會員榮譽：
2
頂尖會員榮譽：
0

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.

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Panel discussion: Study group your way to success

S Indresh Kumar Jain
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
Kumar Jain
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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.

Tzu Hao Kuo

Hsinchu County
,
,
Taiwan Area
入會總年份：
9
內閣會員榮譽：
2
頂尖會員榮譽：
2

郭子豪，2023年田納西年會焦點會議講師，2024年台新壽第26屆百萬圓桌促進會會長，目前擔任台新人壽保險股份有限公司Primer聚富尊榮團隊業務總監，保險業從業21年。擅長財稅和風險管理領域。畢業於銘傳大學會計系。

Tzu Hao Kuo served as the president of Taishin Life's 26th MDRT Promotion Association in 2024 and was a speaker at the 2023 MDRT Annual Meeting. He graduated from Ming Chuan University with a degree in accounting and is currently business director of the Primer Elite Team at Taishin Life Insurance, bringing 21 years of insurance experience with specialized expertise in financial, tax and risk management.

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翻轉壽險銷售力，打造你的千萬業績

Transforming sales power: Creating high-value life insurance sales through financial and tax expertise

Tzu Hao Kuo
會議類型：
焦點會議
演講語言：
普通話
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
9:30
Wednesday, June 10, 2026
Kuo
This is some text inside of a div block.
Asesoría a Clientes
This is some text inside of a div block.
語言：
普通話
No items found.

Kuo shares how to identify client pain points through needs analysis and combine financial and tax knowledge with product portfolio design to transform abstract protection into tangible value. He also teaches tactics to shift from insurance sales to wealth protection and solve problems through expertise rather than sales scripts.

透過需求分析及精準對話找出顧客痛點，結合資產負債表的解析洞悉財務黑洞，帶你從價值定位到專業提案，從商品銷售到提供解方。用另類壽險銷售思維帶領你突破現有銷售框架，吸引高端客戶注意，願意掏錢買單，打造千萬級成交奇蹟

Ming Hung Lai, RFC

Taichung City
,
,
Taiwan Area
入會總年份：
9
內閣會員榮譽：
3
頂尖會員榮譽：
1

賴明宏，RFC，目前任職於富易達保險經紀人區經理，保險年資22年，擅長個人資產傳承、夫妻、家庭財產、不動產分配與傳承、稅務諮詢、信託規劃、退休規劃，推廣全人生活，台灣無毒協會公益反毒講師。

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Ming Hung Lai, RFC, currently serves as district manager at Fueda Insurance Brokerage. With 22 years of experience in the insurance industry, he specializes in personal asset succession, spousal and family wealth management, real estate distribution and inheritance, tax consulting, trust planning and retirement planning. He is also dedicated to promoting the Whole Person life and serves as a volunteer anti-drug education lecturer for the Taiwan Drug-Free Association.

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在漆黑中發誓，構建出我對頂尖會員的願景

A vow in darkness forged my vision for Top of the Table

Ming Hung Lai, RFC
會議類型：
主場會議
演講語言：
普通話
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
8:00
Tuesday, June 9, 2026
Lai
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Persona Íntegra
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語言：
普通話
英文
日文
韓文
西班牙文
泰文
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In 2018, Lai’s life-altering motorcycle accident resulted in a near-fatal brain injury and permanent blindness in his left eye. Hear how a rediscovered photo from the 2013 MDRT Annual Meeting sparked a powerful reminder of a long-forgotten goal and drove him to overcome despair and embrace challenges anew.

2018 年，Lai 先生遇上一場改寫人生的電單車意外，令他的腦部遭受幾乎致命的重創，且左眼永久失明。聽聽他分享一張 2013 年百萬圓桌年會的相片，如何喚醒了他塵封已久的目標，令他當頭棒喝，走出絕望，迎接每場新挑戰。

Panos Leledakis, LUTCF

Miami
,
FL
,
United States
入會總年份：
8
內閣會員榮譽：
7
頂尖會員榮譽：
6

Panos Leledakis, LUTCF, hasbeen in the financial services profession for 25 years and is considered apioneer in the insurance industry. He is an insurance futurist and an expert indigital transformation, artificial intelligence, internet marketing strategies,automation, CRM, virtual and augmented reality, and cutting-edge technologiesin the insurance sector. As the inventor of two innovative software solutionsfor insurance needs analysis and financial planning, Leledakis has earned 11global innovation awards, holds a certification in “AI for Business” from theUniversity of Pennsylvania and is furthering his expertise in artificialintelligence through ongoing studies at MIT.

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Focus Session Power Hour

Panos Leledakis, LUTCF
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
Leledakis
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Gestión de Negocios
This is some text inside of a div block.
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.

Jane Lim

Norwest
,
,
Australia
入會總年份：
4
內閣會員榮譽：
0
頂尖會員榮譽：
0

Jane Lim is the founder anddirector of Prosper Financial Planning and has more than 15 years of globalexperience in financial services. She is passionate about helping her clientsbuild financial resilience and achieve financial freedom. Lim holds an MBA fromUNSW, where she received the 2022 Business School Dean’s Award for Service. Shealso holds a Master of Applied Finance from Macquarie University and a Bachelorof Business in financial planning from RMIT.

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Focus Session Power Hour

Jane Lim
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
Lim
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Persona Íntegra
This is some text inside of a div block.
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.

Natchanath Limpichai, BA

,
,
入會總年份：
7
內閣會員榮譽：
頂尖會員榮譽：

Natchanath Limpichai, BA, is a regional manager of Dynamic Group at Chubb Life Assurance Public Co. Ltd. and the founder and CEO of Beyondsynergy, as well as the founder of the Wealthmate application. She has more than 14 years of experience in life insurance and financial planning, with areas of expertise in financial planning, advisor business development and professional standards enhancement. She serves as a committee member and curriculum working group member of GAMA Thailand and is a financial planning speaker for educational institutions. She has received the GAMA Award and the Thailand National Quality Award for professional excellence.

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3 stages of the sales process

Natchanath Limpichai, BA
會議類型：
交流區
演講語言：
泰文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
12:30
Monday, June 8, 2026
Limpichai
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語言：
泰文
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Limpichai discusses a practical framework that helps sales professionals transition from product presenters to trusted advisors. The focus shifts from sales targets to client goals, emphasizing listening-led conversations, effective questioning and the “feel, felt, found” technique to address concerns. Learn how to turn financial solutions into long-term action plans, strengthen trust after policy delivery and build sustainable referrals through ongoing client engagement.

Mei Hung Lin, CFP

,
,
入會總年份：
10
內閣會員榮譽：
3
頂尖會員榮譽：
2

Lin Mei Hung，CFP，國泰人壽保險股份有限公司獨立行銷總監，年资27年。績優出國會員。海外高峰會員。IDA國際銀龍獎。百萬圓桌頂尖會員。碩士學歷。

Mei Hung Lin, CFP, serves as independent marketing director at Cathay Life Insurance with 27 years of distinguished service. Her achievements include the international trip qualifications for top producers, Overseas Peak membership and the IDA International Silver Dragon Award. Lin holds a master's degree.

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嬰兒潮資產配置關鍵

Baby boomer asset allocation essentials

Mei Hung Lin, CFP
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：
14:30
Sunday, June 7, 2026
Lin
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語言：
普通話
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Lin examines five critical pillars of retirement asset management — strategic cash flow planning, health care and long-term care protection, wealth transfer architecture, investment diversification strategies and fraud prevention protocols — that are designed to help baby boomers secure confident retirements and smooth generational transitions.

本演講將深入探討資產配置的五大關鍵：現金流規劃、醫療長照保障、財富傳承策略、投資風險分散與防詐機制，協助嬰兒潮世代穩健退休、安心傳承。

Heather Lindsley, LUTCF, RICP

,
,
入會總年份：
11
內閣會員榮譽：
6
頂尖會員榮譽：

Heather Lindsley, LUTCF, RICP, is a financial advisor and the owner of Guided Path Financial Services and Retirement Planning. She began her career in financial planning in 2004 with a captive insurance company and then moved to the independent world in 2013. She considers herself to be a holistic planner, making sure her clients’ entire financial forecasts are considered. She recently achieved MDRT Foundation Excalibur Knight Legion of Honor status and serves as Vice President of the MDRT Foundation Board of Trustees.

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The power of 1

Heather Lindsley, LUTCF, RICP
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：
12:00
Sunday, June 7, 2026
Lindsley
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語言：
英文
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It is possible to have a thriving business as a solo practitioner, Lindsley says. Learn how she maintains organization and a willingness to change so that her clients feel taken care of and motivated to send referrals that grow her business.

Nick Longo, MFP, APFP

Richmond
,
VIC
,
Australia
入會總年份：
9
內閣會員榮譽：
5
頂尖會員榮譽：
0

Nick Longo, MFP, APFP, is a financial planner and partner at Relevant Financial, where he helps individuals and families achieve their financial goals through comprehensive financial planning and personalized investment strategies. With 20 years of experience in the financial services profession, Longo specializes in wealth creation, retirement planning and risk management.

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轉介紹力量：建立高效產出的影響力中心網絡

Referral power: Building a COI network that delivers

Nick Longo, MFP, APFP
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：
15:00
Tuesday, June 9, 2026
Longo
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Marketing
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語言：
英文
普通話
泰文
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How can you leverage COI partnerships that deliver real business results? Longo offers five proven COI marketing techniques designed to create a consistent pipeline of ideal clients and provides immediately actionable strategies to enhance your referral networks and drive sustained practice growth.

如何善用影響力中心合作關係，締造實質業務成果？Longo 將介紹五種經市場驗證的影響力中心市場推廣技巧，助您建立穩定理想客源，並提供可立即執行的策略，以強化您的轉介紹網絡，從而驅動業務持續增長。

Angela Daniela Malagón Beaven, FSCP, CLI

Merida
,
YUC
,
Mexico
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

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

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Panel discussion: Top strategies to attract future MDRT advisors

Angela Daniela Malagón Beaven, FSCP, CLI
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
Malagon Beaven
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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.

Guy Mankey

Balgowlah Heights
,
New South Wales
,
Australia
入會總年份：
24
內閣會員榮譽：
18
頂尖會員榮譽：
16

Guy Mankey 自 1979 年售出首張保單以來，畢生致力於探索更優的保險安排、客戶與理賠管理方式。多年來，他不單成為澳洲、紐西蘭與亞洲廣受歡迎的演講者，亦曾在全球多場百萬圓桌會議中分享。

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Guy Mankey has dedicated his professional life to discovering better ways to arrange insurance and manage clients and claims since he sold his first policy in 1979. Over the years, he’s not only become a sought-after speaker in Australia, New Zealand and Asia, but has also presented at numerous MDRT meetings around the globe.

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《不，我不能這樣做》

No, I can't do that

Guy Mankey
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
Mankey
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Asesoría a Clientes
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語言：
英文
日文
韓文
普通話
西班牙文
泰文
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When a client decides to cancel insurance, Mankey says, your answer should always start with, “No, I can't do that.” He explains the importance of those words, the business retained, the claims paid and the lives saved because he said, “No.”

Mankey 指出，當客戶決定取消保險時，您的回答應始終以此開頭：「不，我不能那樣做。」他將解釋這句話的重要性——因其「拒絕」才得以保留業務、成本理賠，並挽救生命。

Travis D. Manning, CFP, CLU

Caledonia
,
ON
,
Canada
入會總年份：
17
內閣會員榮譽：
6
頂尖會員榮譽：
2

Travis D. Manning, CFP, CLU, is the president of The Evers Financial Group Inc. and has more than 25 years of financial planning experience in retirement income and estate planning. He studied anthropology, language, software engineering and computer science in post-secondary schools.

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Multigenerational selling: Keeping money in the family

Travis D. Manning, CFP, 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
Manning
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Asesoría a Clientes
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語言：
英文
日文
泰文
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Do you know how to sell to multiple generations of a family, including the keys to understanding each generation and how to convert them all into clients? Manning explains how to do all of that while creating a never-ending list of referrals and a stable income stream for your business.

Alejandro Marquez Espinosa, LCIC

Bogota
,
,
Colombia
入會總年份：
17
內閣會員榮譽：
15
頂尖會員榮譽：
4

Alejandro Márquez Espinosa, LCIC, has 31 years of experience in the financial services profession and proudly leads AME Consulting, a successful wealth management firm that administers an insurance portfolio of more than 9,000 policies.

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Mindset: Motivation and resilience

Alejandro Marquez Espinosa, LCIC
會議類型：
焦點會議
演講語言：
西班牙文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
11:00
Wednesday, June 10, 2026
Marquez Espinosa
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Persona Íntegra
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語言：
西班牙文
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Discover the true value of a success-oriented mindset as well as the importance of resilience in leadership. Márquez Espinosa also shares how these qualities are the most powerful invisible assets behind the world's top financial advisors.

Edward Franklin Marshall, APFS

Stafford
,
,
United Kingdom
入會總年份：
9
內閣會員榮譽：
9
頂尖會員榮譽：
8

Edward Franklin Marshall,APFS, is a holistic, values-driven financial planner and managing director atDeans Wealth Management, with 23 years of experience in financial services. Hestarted as a tied financial advisor in 2001 and progressed to an independentfinancial advisor in 2004, moving to Kingsland Wealth Management in 2006 andthen their joint venture with Deans in 2008. Marshall bought out Deans in 2024and leads a team of seven. He is a trusted voice on BBC radio, both nationaland local, and has appeared on BBC Breakfast News and BBC Politics coveringvarious financial planning topics.

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Focus Session Power Hour

Edward Franklin Marshall, APFS
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
Marshall
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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.

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