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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。 

Insuk Han

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入會總年份：
15
內閣會員榮譽：
12
頂尖會員榮譽：
2

Insuk Han is currently serving as an honorary executive director at Shinhan Life and has accumulated 17 years of experience in the financial services profession. She holds a master's degree in business administration and provides systematic financial planning services based on her teaching experience.

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The shortest course to Top of the Table

Insuk Han
會議類型：
焦點會議
演講語言：
韓文
會議日期：
2025 年 6 月 25 日，星期三
開始時間：
9:30
Wednesday, June 25, 2025
Han
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語言：
韓文
No items found.

Han shares her experience of not being able to overcome the Court of the Table barrier despite more than 10 years of individual sales, and her journey to achieving Top of the Table through estate planning consulting after entering the high-net-worth market through market expansion seven years ago. Learn the know-how to achieve miracles in 60 days through consistent activity, efficient time management and constant motivation, and establish your own success strategy.

Tristan Hartey, Dip FA, BA (Hons)

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,
入會總年份：
11
內閣會員榮譽：
11
頂尖會員榮譽：
8

Tristan Hartey，Dip FA、BA (Hons) 是 Hartey Wealth Management 的董事總經理，該家族企業由他與父親合力經營。Hartey 擅長理財規劃與遺產規劃，並熱衷於協助家庭客戶實現最理想人生。 

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Tristan Hartey, Dip FA, BA (Hons), is the managing director of Hartey Wealth Management, a family-owned company he runs with his father. With specialties in financial planning and estate planning, Hartey is passionate about empowering families to live their best possible lives.

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如何建立超級英雄團隊，助您躋身頂尖會員之列

How to create a team of superheroes to help you achieve Top of the Table

Tristan Hartey, Dip FA, BA (Hons)
會議類型：
主場會議
演講語言：
英文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
8:00
Monday, June 23, 2025
Hartey
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Gestión de Negocios
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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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Going alone only gets you so far; you need a team to constantly achieve great things. Hartey explains three main ways you can create a team of superheroes around you to make sure that you achieve Top of the Table each year.

單打獨鬥注定走不遠；您需要一個團隊來不斷成就偉大之事。Hartey 將講解在身邊建立超級英雄團隊的三種方法，確保您每年都能入圍頂尖會員。

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Tristan Hartey, Dip FA, BA (Hons)

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,
入會總年份：
11
內閣會員榮譽：
11
頂尖會員榮譽：
8

Tristan Hartey, Dip FA, BA (Hons), is the managing director of Hartey Wealth Management, a family-owned company he runs with his father. With specialties in financial planning and estate planning, Hartey is passionate about empowering families to live their best possible lives.

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Main Platform deeper dive: How to create a team of superheroes to help you achieve Top of the Table

Tristan Hartey, Dip FA, BA (Hons)
會議類型：
交流區
演講語言：
英文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
14:00
Monday, June 23, 2025
Hartey
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This is some text inside of a div block.
語言：
英文
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Going alone only gets you so far; you need a team to constantly achieve great things. Hartey explains three main ways you can create a team of superheroes around you to make sure that you achieve Top of the Table each year.

M. Mubashir Hassan, MBA

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入會總年份：
12
內閣會員榮譽：
5
頂尖會員榮譽：

M. Mubashir Hassan, MBA, has more than 15 years of experience in the life insurance profession and currently serves as chief business manager at his organization. His specialties include child education planning, practice management and working with high-net-worth clients. Hassan holds a master’s degree in business administration and has been honored with several prestigious awards within his company, including Diamond Club Member, Eagle Club Member and Falcon Club Member, underscoring his dedication to excellence as a trusted figure in Pakistan’s life insurance sector. He is also the current MCC Zone Chair for the Middle East and Pakistan.

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Panel discussion: Unity in diversity

M. Mubashir Hassan, MBA
會議類型：
焦點會議
演講語言：
印地文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
15:00
Monday, June 23, 2025
Hassan
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語言：
印地文
No items found.

What challenges do advisors face in different countries, and how do they find solutions? Learn how members in India, Sri Lanka and Pakistan approach AI, identify opportunities to help clients, and develop strong relationships that create both trust and stable businesses. This session will be presented in a combination of Hindi and English.

M. Mubashir Hassan, MBA, Sneha Prakash Manjrekar, BA, R. Sepalika Panagoda, MFA

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入會總年份：
11
內閣會員榮譽：
4
頂尖會員榮譽：

M. Mubashir Hassan, MBA, has more than 15 years of experience in the life insurance profession and currently serves as chief business manager at his organization. His specialties include child education planning, practice management and working with high-net-worth clients. Hassan holds a master’s degree in business administration and has been honored with several prestigious awards within his company, including Diamond Club Member, Eagle Club Member and Falcon Club Member, underscoring his dedication to excellence as a trusted figure in Pakistan’s life insurance sector. He is also the current MCC Zone Chair for the Middle East and Pakistan.

Sneha Prakash Manjrekar, BA, is a financial advisor and the CEO and founder of Simkin Investments. With more than 25 years of experience in financial services, she specializes in child education insurance and retirement financial planning, helping families and individuals achieve long-term financial security. Though Manjrekar’s journey began as a homemaker, she transitioned to a career in wealth management and became her branch’s first Court of the Table member, breaking a 35-year record. Combining expertise, innovation and dedication, Manjrekar is a trusted advisor who empowers her clients to reach their financial goals with confidence.

R. Sepalika Panagoda, MFA, is a master financial advisor at Ceylinco Life Insurance Ltd. Panagoda has been in the financial services profession for 20 years and works with more than 1,200 clients across 250 corporate companies. Her business has become a community of advisors, with more than 10,000 referrals available at any given time. She specializes in group insurance, retirement planning, critical illness insurance, disability insurance and education plans. She has been recognized with a wide range of awards, both locally and globally, and credits her MDRT volunteerism with enhancing her leadership skills.

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Panel discussion: Unity in diversity

M. Mubashir Hassan, MBA, Sneha Prakash Manjrekar, BA, R. Sepalika Panagoda, MFA
會議類型：
焦點會議
演講語言：
印地文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
15:00
Monday, June 23, 2025
Hassan, Manjrekar, Panagoda
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語言：
印地文
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What challenges do advisors face in different countries, and how do they find solutions? Learn how members in India, Sri Lanka and Pakistan approach AI, identify opportunities to help clients, and develop strong relationships that create both trust and stable businesses. This session will be presented in a combination of Hindi and English.

Julianne Hertel, CLU, CHFC

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入會總年份：
10
內閣會員榮譽：
6
頂尖會員榮譽：
3

Julianne Hertel, CLU, ChFC, owns Dream Big Wealth Strategies and specializes in wealth management. Her clientele are the dream-chasers and the world-changers — the people who wake up every day and make the world a happier and better place.

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Panel discussion: How to talk about MDRT with your clients

Julianne Hertel, CLU, CHFC
會議類型：
交流區
演講語言：
英文
會議日期：
2025 年 6 月 22 日，星期日
開始時間：
11:00
Sunday, June 22, 2025
Hertel
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Gestión de Negocios
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語言：
英文
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Do your clients know the value your MDRT membership brings to them? Join this session to learn strategies for talking about MDRT with clients and how this important skill can bolster your reputation and business.

Sarah Hogan, FPFS

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入會總年份：
9
內閣會員榮譽：
9
頂尖會員榮譽：
7

Sarah Helen Hogan, ACII, has been in the financial services profession for 17 years and has received many awards for her accomplishments. She currently works at KBA, The Financial Planning Company, where she works with business owners, senior executives and those with estate planning needs.

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20 sales ideas in 20 minutes

Sarah Hogan, FPFS
會議類型：
交流區
演講語言：
英文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
15:30
Monday, June 23, 2025
Hogan
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Marketing
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語言：
英文
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Get ready to take notes! Hogan provides a quick-fire round of sales ideas and other concepts you can use with clients to generate more business and ensure your clients are protected.

Sarah Hogan, FPFS

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,
入會總年份：
9
內閣會員榮譽：
9
頂尖會員榮譽：
7

Sarah Hogan, FPFS, has been in the financial services profession for 18 years and has received many awards for her accomplishments. She currently runs KBA, The Financial Planning Company, where she works with business owners, senior executives and those with estate planning needs.

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Panel discussion: The first MDRT book club in Europe

Sarah Hogan, FPFS
會議類型：
交流區
演講語言：
英文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
11:30
Tuesday, June 24, 2025
Hogan
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Asesoría a Clientes
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語言：
英文
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Learn the process of launching the first European book club from scratch, including the first steps taken and how the first year was navigated. Members of the club share the seven principles of belonging to a book club while detailing the MDRT Europe book club’s achievements, challenges, opportunities and obstacles overcome.

Seokwon Hong

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入會總年份：
5
內閣會員榮譽：
2
頂尖會員榮譽：

Seokwon Hong currently works at KB Life Partners. He entered the insurance profession through Prudential Life Insurance in 2019 and has accumulated five years of experience. As a specialist in both individual and physician markets, he is particularly skilled in high-net-worth asset management and insurance planning. Drawing from his corporate experience at Samsung Techwin and OB Beer, Hong provides differentiated consulting services.

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How much is your day worth?

Seokwon Hong
會議類型：
交流區
演講語言：
韓文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
12:00
Monday, June 23, 2025
Hong
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Persona Íntegra
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語言：
韓文
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Drawing from successful experience in transitioning from the individual market to the physician market, Hong presents effective strategies for time management and productivity enhancement. Learn how to maximize the value of your daily 24 hours — time that's equally given to everyone.

Gordon Hoo

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入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Gordon Hoo is the founder and director of Gordon Hoo Consultancy, a firm that specializes in agency leadership and management within the insurance industry. With more than 30 years of experience spanning roles as an agent, manager and corporate executive, he now thrives as an entrepreneur, international speaker, trainer, coach and author. Known for his distinctive approach, Hoo is passionate about elevating the standards of agency managers and leaders, with a mission to bring best practices in agency building to the forefront, enhancing the leadership quality and competence of insurance professionals across the Asia-Pacific region.

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From success to fulfillment — the sustaining power for high achievers

Gordon Hoo
會議類型：
焦點會議
演講語言：
英文
會議日期：
2025 年 6 月 25 日，星期三
開始時間：
9:30
Wednesday, June 25, 2025
Hoo
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This is some text inside of a div block.
語言：
英文
日文
韓文
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Many high achievers get caught up in the endless pursuit of success, but when the applause fades and the spotlight dims, what’s left? Hoo explains how to shift from merely chasing achievements to experiencing a life of meaning and lasting fulfillment.

Dorice Horenstein

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入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Dorice Horenstein, a Positive Intelligence expert and bestselling author, is recognized by Thinkers360 as a top 25 global thought leader in coaching. After serving as an officer in the Israeli military, followed by years of leadership in the education field, Horenstein has become a resilience speaker known as the Oy to Joy Champion Catalyst, using her energy and charisma to inspire resilience, improve mental fitness and help others uncover their inner champion for purposeful living.

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Train your brain to improve your mental fitness

Dorice Horenstein
會議類型：
焦點會議
演講語言：
英文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
13:30
Tuesday, June 24, 2025
Horenstein
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語言：
英文
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Did you know that your own well-being and stress levels can affect the way you manage your practice and relationship challenges? Horenstein encourages you to uncover roadblocks that are hindering peak performance and explore ways to utilize neuroscience and technology to rise above with resilience.

Hsin-hua Hsu

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入會總年份：
12
內閣會員榮譽：
2
頂尖會員榮譽：

從業 15 年，擁有 CFP 認證，長年服務於百萬圓桌中華台灣分會，現為分會區域主席、第一副會長，負責區內會員招募與推廣，也多次至各大保險公司擔任講師，於自身服務的公司亦擔任百萬圓桌大使，示範並發揮影響力。曾於 2020 年擔任年會線上講師。

Hsin-hua Hsu has been in the financial services profession for 15 years, currently overseeing regional member recruitment and development. She is also a lecturer for major insurance companies as well as an MDRT ambassador for her company, demonstrating leadership and influence.

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從全人生活到全人式退休

From holistic life to holistic retirement

Hsin-hua Hsu
會議類型：
交流區
演講語言：
普通話
會議日期：
2025 年 6 月 22 日，星期日
開始時間：
11:30
Sunday, June 22, 2025
Hsu
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Asesoría a Clientes
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語言：
普通話
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Hsu explores three global retirement trends: aging demographics, shifting retirement ages and increasing employment among those over 65. Learn how utilizing new thoughts can lead to challenging traditional retirement concepts, regaining control of your life and creating a better life.

世界退休三大趨勢：人口高齡化、法定退休年齡延後、65 歲以上高齡人口就業比例增加。運用新思維，讓退休年齡不被別人界定，重奪人生主導權，為自己創造前所未有的美好人生。

Cheng-Kan Huang

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入會總年份：
7
內閣會員榮譽：
1
頂尖會員榮譽：

台新人壽首席壽險顧問。從事銀行業 6 年餘、保險業 18 年餘、金融服務業合計約 25 年。家庭保障計劃、資產保值增值規劃、信託傳承規劃、企業永續經營、僱主責任抵充、留才計劃。董事長盃銷售競賽合格 12 次、中華台灣壽險公會評選為優秀從業代表 3 次、2025 台新人壽百萬圓桌促進會會長、2024 中華台灣百萬圓桌日主場會議講師。東海大學高階經營管理研究所碩士。

Cheng-Kan Huang is chief life insurance advisor at Taishin Life Insurance and has 25 years of experience in financial services, including six years in banking and 18 years in insurance. He specializes in family protection plans, asset preservation and appreciation, trust inheritance planning, business sustainability, employer liability offset and talent retention strategies. He qualified for the Chairman's Cup Sales Competition 12 times and Outstanding Practitioner by the Taiwan Life Insurance Association three times.

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AI 浪潮下的變與不變

Changes and constants in the AI era

Cheng-Kan Huang
會議類型：
交流區
演講語言：
普通話
會議日期：
2025 年 6 月 22 日，星期日
開始時間：
14:30
Sunday, June 22, 2025
Huang
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Asesoría a Clientes
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語言：
普通話
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AI is overwhelmingly affecting our work and life, so we can't help but wonder if it’s no longer necessary to work. Will we lose our jobs? Huang shares some practical tools to leverage AI and use fragmented time to maximize productivity while reinforcing the values that AI cannot replace: the importance of life insurance advisors.

AI 正鋪天蓋地影響我們的工作和生活，令人不禁要問我們是否不再需要工作？還是會失去工作？如何善用 AI、善用碎片化的時間，來提升工作效能？探討並分享如何善用幾個實用工具，最後收斂成幾個恆常不變的價值：保險價值、壽險顧問的價值，是 AI 難以取代的。

Janet Huaracha Magana

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入會總年份：
6
內閣會員榮譽：
1
頂尖會員榮譽：

Janet Huaracha Magana is a successful advisor at Seguros Monterrey New York Life. With nine years of experience in the insurance profession, she has specialized in life insurance and wealth growth. As part of her professional career, she has received several awards, including Silver Centurion Legion and three-diamond Conventioneer.

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How to turn your referrals into your ambassadors

Janet Huaracha Magana
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
13:30
Tuesday, June 24, 2025
Huaracha Magana
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Gestión de Negocios
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語言：
西班牙文
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Huaracha Magana addresses two key strategies: prospecting and creating networks of influence. Learn how to combine these strategies to create a positive cycle that allows you to strengthen your long-term relationships with clients, prospect organically through cross-referrals and have your most influential clients become your ambassadors.

Janet Huaracha Magana

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,
入會總年份：
6
內閣會員榮譽：
1
頂尖會員榮譽：

Janet Huaracha Magana is a successful advisor at Seguros Monterrey New York Life. With nine years of experience in the insurance profession, her specialties include life insurance and wealth growth. As part of her professional career, she has received several awards, including Silver Centurion Legion and Three-Diamond Conventionist.

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How to turn your referrals into your ambassadors

Janet Huaracha Magana
會議類型：
焦點會議
演講語言：
西班牙文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
13:30
Monday, June 23, 2025
Huaracha Magana
This is some text inside of a div block.
This is some text inside of a div block.
語言：
西班牙文
No items found.

Huaracha Magana addresses two key strategies: prospecting and creating networks of influence. Learn how to combine these strategies to create a positive cycle that allows you to strengthen your long-term relationships with clients, prospect organically through cross-referrals and have your most influential clients become your ambassadors.

Ross G. Hultgren, CFP, DFP

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入會總年份：
27
內閣會員榮譽：
18
頂尖會員榮譽：
6

Ross G. Hultgren, CFP, DFP, is a senior financial advisor at Community Chapman Welsh. He has 37 years of experience in the financial services profession, currently works with pre-retirees and the recently retired, and has received the Lifetime Achievement Award for his services to the community and his clients.

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Panel discussion: Mastering the psychology of self-worth to drive radical business growth

Ross G. Hultgren, CFP, DFP
會議類型：
焦點會議
演講語言：
英文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
15:00
Monday, June 23, 2025
Hultgren
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This is some text inside of a div block.
語言：
英文
泰文
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How can changes you make in your psychology directly translate into business success? Get to the core of developing and translating value while learning new techniques to drive referrals, revenue and much more.

Katherine Hunt, Ph.D.

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入會總年份：
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頂尖會員榮譽：

Katherine Hunt, Ph.D. combines her expertise in psychology with her passion for financial advice to lead global research projects with real-world impact. Her experience working as a financial planner at Aspire Financial Planning, along with her doctorate in the law and economics of microfinance and bachelor’s degrees in psychological science and commerce, enable her to help financial advisors achieve their desired outcomes. Hunt’s field research has allowed her to visit — and surf in — many countries around the world.

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“Would you do this to your mother?”: The ethics of advice

Katherine Hunt, Ph.D.
會議類型：
焦點會議
演講語言：
英文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
15:00
Monday, June 23, 2025
Hunt
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This is some text inside of a div block.
語言：
英文
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Using practical, real-life examples, Hunt and Scott examine the ethical considerations and trade-offs financial advisors must make when providing advice to clients. Gain insights on individual autonomy, client personality and pricing for advice while engaging with activities, thought-provoking case studies and peer-to-peer learning.

Katherine Hunt, Ph.D., Jeffrey Scott, CFP, Ph.D.

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入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Katherine Hunt, Ph.D., combines her expertise in psychology with her passion for financial advice to lead global research projects with real-world impact. Her experience working as a financial planner at Aspire Financial Planning, along with her doctorate in the law and economics of microfinance and bachelor’s degrees in psychological science and commerce, enable her to help financial advisors achieve their desired outcomes. Hunt’s field research has allowed her to visit — and surf in — many countries around the world.

‍

Jeffrey Scott, CFP, Ph.D., is the head of advice strategy at MetLife Australia. With more than 30 years of experience in the insurance profession, Scott is a regular media commentator on topics such as insurance, superannuation, pensions and finance. He created the first terminal illness benefit for life insurance products in Australia and has conducted more than 2,000 presentations across 11 countries. He also lectures at universities on financial planning, investment, taxation, pensions and insurance.

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“Would you do this to your mother?”: The ethics of advice

Katherine Hunt, Ph.D., Jeffrey Scott, CFP, Ph.D.
會議類型：
焦點會議
演講語言：
英文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
15:00
Monday, June 23, 2025
Hunt, Scott
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語言：
英文
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Using practical, real-life examples, Hunt and Scott examine the ethical considerations and trade-offs financial advisors must make when providing advice to clients. Gain insights on individual autonomy, client personality and pricing for advice while engaging with activities, thought-provoking case studies and peer-to-peer learning.

Kyu Sang Hwang

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入會總年份：
2025
內閣會員榮譽：
7
頂尖會員榮譽：
2

Kyu Sang Hwang is a financial professional at KMI Asset-HH Partners and has nearly 10 years of experience in the financial services profession, beginning his career with ING Life in 2015. His outstanding performance earned him recognition as a PGA “Best Worker” at the 2024 MDRT Annual Meeting, and he further strengthened his expertise by obtaining the AFPK (Associate Financial Planner Korea) certification.

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Do your parents have life insurance?

Kyu Sang Hwang
會議類型：
交流區
演講語言：
韓文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
12:30
Monday, June 23, 2025
Hwang
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Marketing
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語言：
韓文
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Based on his real-life experiences, Hwang shares effective techniques for proposing life insurance to the parents of clients in their 30s.

Rodrigo Ibanez Barquet

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入會總年份：
9
內閣會員榮譽：
2
頂尖會員榮譽：

Rodrigo Ibanez Barquet is the founder of The Riba Group, a firm that specializes in mergers, acquisitions and multifamily real estate. As a top insurance advisor at MetLife Mexico, Ibanez Barquet is also a speaker, entrepreneur and airline pilot.

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Your life plan is like a flight plan

Rodrigo Ibanez Barquet
會議類型：
焦點會議
演講語言：
西班牙文
會議日期：
2025 年 6 月 25 日，星期三
開始時間：
9:30
Wednesday, June 25, 2025
Ibanez Barquet
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語言：
西班牙文
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Are you truly aware of the power of your thoughts and everything you can achieve with them? Ibáñez Barquet teaches you how to reset your mindset to attract abundance and leave all doubts behind. Discover how to turn your thoughts to your advantage and turn obstacles into opportunities with a life plan to achieve the success you desire.

Fuyuki Igarashi

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入會總年份：
17
內閣會員榮譽：
頂尖會員榮譽：

Fuyuki Igarashi previously worked in the IT industry as a systems salesperson. He joined Sony Life in 2004 as a life planner and was promoted to executive life planner in 2012. He has served in various leadership positions for MDRT Sony Life Company Club since 2014.

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Communicate the needs for inheritance planning

Fuyuki Igarashi
會議類型：
交流區
演講語言：
日文
會議日期：
2025 年 6 月 22 日，星期日
開始時間：
12:30
Sunday, June 22, 2025
Igarashi
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Marketing
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語言：
日文
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Igarashi shares his approach to inheritance planning, highlighting how he differentiates civil law and tax law in a clear and simple way for clients. He provides examples of how to effectively divide an estate to protect the legacy, create funds for inheritance taxes and reduce tax liabilities.

Nana Inatomi

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入會總年份：
5
內閣會員榮譽：
1
頂尖會員榮譽：

Nana Inatomi is a life planner of Prudential Life Insurance Company.

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How I protect my clients

Nana Inatomi
會議類型：
交流區
演講語言：
日文
會議日期：
2025 年 6 月 22 日，星期日
開始時間：
14:30
Sunday, June 22, 2025
Inatomi
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Asesoría a Clientes
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語言：
日文
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Inatomi shares how she earns referrals by creating a family tree to raise awareness about financial needs, taking into account the parents' pensions, as well as to prepare for the events of death, disability and the necessity for nursing care for either parent.

Laszlo Ivanizs

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入會總年份：
2
內閣會員榮譽：
1
頂尖會員榮譽：

Laszlo Ivanizs has been in the financial services profession for 11 years. He currently serves as an agency manager at MetLife, where he specializes in retirement planning and health insurance. Ivanizs holds a degree in economics and management and worked in banking before joining the financial services business.

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A 3-step action plan to recruit and onboard Gen Z

Laszlo Ivanizs
會議類型：
交流區
演講語言：
英文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
14:00
Monday, June 23, 2025
Ivanizs
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Gestión de Negocios
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語言：
英文
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Many advisors want to connect with younger generations but don’t know where to start. Ivanizs explains how to connect with these in-demand clients via social media, develop and post content that reaches prospects, and convert engagements into leads and insurance agents.

Takayuki Iwao

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入會總年份：
7
內閣會員榮譽：
頂尖會員榮譽：

Takayuki Iwao is a senior life planner at Sony Life Insurance Company. He has 12 years of experience in the business and qualified for his company’s President’s Cup Award three times. He focuses on individual and business insurance. After graduating from Muroran Institute of Technology, he was previously a medical representative of a pharmaceutical company.

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The hidden potential of life insurance learned from cancer

Takayuki Iwao
會議類型：
交流區
演講語言：
日文
會議日期：
2025 年 6 月 22 日，星期日
開始時間：
14:00
Sunday, June 22, 2025
Iwao
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Marketing
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語言：
日文
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When you enhance your understanding of cancer, your communication will improve, prospects will agree to your proposals and your clients' sense of security will increase even further. Iwao explains the importance of understanding the emotions of clients when diagnosed, as well as how their families might feel, and provide a ray of hope with life insurance.

Shweta Jain

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入會總年份：
11
內閣會員榮譽：
4
頂尖會員榮譽：
4

Shweta Jain has been a financial advisor at Max Life Insurance Company for the past 17 years and received the Chairman Award twice. She holds a master’s degree in human resources and worked as a teacher prior to joining the financial services profession.

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Driving continued success through the art of referrals

Shweta Jain
會議類型：
焦點會議
演講語言：
英文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
13:30
Tuesday, June 24, 2025
Jain
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語言：
英文
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What processes do you have in place to establish consistency in your business? Jain shares why no amount of effective prospecting or service will generate stability and growth if you don’t know how to inspire, ask for and secure referrals from satisfied clients. This session is part of the Hindi track and will be presented in English.

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