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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。 

Narangsan Suracharoenchaikul, FChFP

,
,
入會總年份：
9
內閣會員榮譽：
4
頂尖會員榮譽：

Narangsan Suracharoenchaikul, FChFP, serves as a district director at AIA Thailand and is the general agency owner of Finnergy Wealth. He has more than 11 years of experience in the financial services profession, with areas of expertise in estate planning, life insurance strategies and agency management, providing advisory services to a broad client base. He holds a master’s degree in engineering and multiple professional financial planning designations. He is also a frequent guest speaker at industry forums and is committed to promoting sustainable financial legacy planning through structured, professional standards.

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Planned vs. unplanned legacy: Choosing your family’s future

Narangsan Suracharoenchaikul, FChFP
會議類型：
交流區
演講語言：
泰文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
13:00
Tuesday, June 9, 2026
Suracharoenchaikul
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語言：
泰文
No items found.

Suracharoenchaikul examines why delaying estate planning can lead to legal delays, family conflict, tax burdens and business disruption. Through two real-world comparisons, he explains the contrast between unplanned outcomes and structured planning to demonstrate how proactive estate planning enables smooth wealth transfer, reduces unexpected costs and preserves family relationships while supporting long-term continuity of assets and businesses.

Kanjana Surapraphant

,
,
入會總年份：
4
內閣會員榮譽：
頂尖會員榮譽：

Kanjana Surapraphant is an assistant vice president at Allianz Ayudhya with more than four years of experience in the financial advisory profession. She specializes in health insurance planning and sales, supported by structured online marketing strategies to effectively reach and serve clients. Her professional achievements have been recognized through industry honors, including GAMA International Management Awards, Asia-Pacific Financial Services Awards and the Thailand National Quality Awards. She has also received Allianz Ayudhya recognitions such as Top of the Year and Top Quality Growth Recruiter. She holds a bachelor’s degree with first-class honors from Srinakharinwirot University.

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Online marketing strategies: From everyday content to six-figure cases

Kanjana Surapraphant
會議類型：
交流區
演講語言：
泰文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
13:00
Tuesday, June 9, 2026
Surapraphant
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語言：
泰文
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Surapraphant explores how online marketing can evolve from serving entry-level buyers to closing six-figure cases. The focus is on building personal credibility through content, crafting posts that attract higher-purchasing segments and shifting the sales mindset toward larger cases. Learn practical approaches to expanding your client base through social media and applying these strategies to grow business results from tens of thousands to hundreds of thousands sustainably.

Agnieszka Surowik

Poznan
,
,
Poland
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

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

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
Surowik
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語言：
英文
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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.

Pitchuda Suwannasarn

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,
入會總年份：
5
內閣會員榮譽：
頂尖會員榮譽：

Pitchuda Suwannasarn is a triple A sales manager with Muang Thai Life Assurance Public Co. Ltd. She has more than five years of experience in the life insurance profession, specializing in retirement planning and delivering structured online advisory services in life insurance, health insurance and critical illness coverage. She manages a client portfolio of more than 400 clients and has earned industry recognition for performance and quality, including Top Agent, Active Top Health Champion and Top FYC Manager, as well as achieved professional designations such as IQA, TNQA, APFinSA, NAA and Quality Manager (Q).

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Digital marketing journey to MDRT achievement

Pitchuda Suwannasarn
會議類型：
交流區
演講語言：
泰文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
11:30
Sunday, June 7, 2026
Suwannasarn
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語言：
泰文
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Suwannasarn shares her journey of being a former corporate employee who built a stable, fully online career and achieved MDRT within nine months during a time of widespread uncertainty. She highlights how digital marketing enabled consistent client acquisition, supporting more than 90 new clients annually, and how resilience, online strategy and a service mindset can transform challenges into sustainable MDRT success.

Dimosthenis Sykovaris, ACS

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,
入會總年份：
20
內閣會員榮譽：
頂尖會員榮譽：

Dimosthenis Sykovaris, ACS, is an independent agent with 33 years of experience in the financial services profession, specializing in life, health and retirement services. He is a graduate of the Athens University of Economics and Business.

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The power of recommendations: How to grow your clientele with credibility and strategy

Dimosthenis Sykovaris, ACS
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：
14:00
Sunday, June 7, 2026
Sykovaris
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語言：
英文
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Qualified referrals don’t happen by accident, Sykovaris says. Using his four-pillar system, learn how to first change your mindset and then build trust into your client relationships, leading to more and better referrals.

Mongkol Tangmannaikit

Bangkok
,
,
Thailand
入會總年份：
7
內閣會員榮譽：
2
頂尖會員榮譽：
0

Mongkol Tangmannaikit has 25 years of work experience. He highlights the importance of setting daily goals and maintaining self-confidence as essential elements for building the work ethic needed to thrive and succeed as a financial advisor.

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Dare to fail

Mongkol Tangmannaikit
會議類型：
焦點會議
演講語言：
泰文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
15:00
Monday, June 8, 2026
Tangmannaikit
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Persona Íntegra
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語言：
泰文
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Many sources focus on what people should do, yet humans often fear loss and worry about what they might miss if they fail to act. Tangmannaikit presents both perspectives through insights drawn from more than 20 years of experience, filtered from real mistakes and shared through immersive storytelling.

Eszylfie Taylor

Pasadena
,
California
,
USA
入會總年份：
23
內閣會員榮譽：
18
頂尖會員榮譽：
14

Eszylfie Taylor 是 Taylor Insurance and Financial Services 的創辦人暨總裁，專注服務個人、企業東主、運動員、社會名人及高淨值家庭。他曾為 New York Life 的頂尖顧問，並取得「Chairman's Cabinet」殊榮（12,000 人中前 25 名），其後經歷一場突破，開始專注於改善市場策略、聚焦解決問題而非銷售產品。他以此為基礎，將自身成敗化為教學工具，從而發展出專為理財顧問而設的「The Taylor Method」銷售流程。  

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Eszylfie Taylor is the founder and president of Taylor Insurance and Financial Services, where he serves individuals, business owners, athletes, celebrities and high-net-worth families. After a standout career as an advisor at New York Life, where he achieved Chairman's Cabinet (top 25 out of 12,000), Taylor had a breakthrough that centered around how to improve his market and focus on solving problems, not selling products. He built upon this and used his successes and failures as teaching tools that would contribute to the start of The Taylor Method, a sales process for financial advisors.

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《非凡顧問 vs 平凡顧問：如何脫穎而出》

Extraordinary versus ordinary advisors: How to stand out

Eszylfie Taylor
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
Taylor
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Persona Íntegra
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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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After coaching thousands of advisors and failing thousands of times himself, Taylor has seen that advisors who thrive in the long term must do something a little “extra.” Learn how to identify and implement those differentiating behaviors and mindsets that define yourself as extraordinary in the eyes of clients and prospects.

在指導數千名顧問並親身經歷數千次失敗後，Taylor 發現長期成功的顧問必須多做一點「額外之事」。學習如何辨別並實踐那些能讓您在客戶與準客戶眼中變得「非凡」的差異化行為與思維模式。

Natnicha Thapthong

Bangkok
,
,
Thailand
入會總年份：
11
內閣會員榮譽：
1
頂尖會員榮譽：
0

Natnicha Thapthong has worked with Muang Thai Life Assurance for more than 15 years and specializes in financial planning, particularly structured retirement planning. She has earned several notable professional awards, including Top ILP, the 2025 Outstanding Agent Award from the Office of Insurance Commission, NAA, APFinSA, TNQA and other company recognitions that reflect her commitment to excellence. She holds a degree in entrepreneurship from Bangkok University in collaboration with Babson College in the United States, which strengthens her business insight and financial planning expertise.

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6 steps to retirement planning

Natnicha Thapthong
會議類型：
焦點會議
演講語言：
泰文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
13:30
Tuesday, June 9, 2026
Thapthong
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Asesoría a Clientes
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語言：
泰文
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Do you want to help clients clearly understand the numbers and realities of their post-retirement goals? Thapthong incorporates sound principles and perspectives to support confident financial decision-making.

Kotthanapat Thinbang

Nakhon Sawan
,
,
Thailand
入會總年份：
10
內閣會員榮譽：
1
頂尖會員榮譽：
0

Kotthanapat Thinbang serves as a district manager, holds a bachelor’s degree and has received various professional recognitions, such GAMA LAMP USA, TNQA, IQA and his company’s Top Producer award.

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Panel discussion: Building advisors and business owners for the future

Kotthanapat Thinbang
會議類型：
焦點會議
演講語言：
泰文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
9:30
Wednesday, June 10, 2026
Thinbang
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語言：
泰文
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How can you communicate value through authentic storytelling, connect with clients through shared language and life-goal alignment, and cultivate a mindset focused on guidance rather than closing? Discover how to build your business while transforming clients into long-term partners, developing systems that support sustainable growth, and building a unique culture and identity within the profession.

Phil Thompson

Greensborough
,
VIC
,
Australia
入會總年份：
2
內閣會員榮譽：
2
頂尖會員榮譽：
2

Phil Thompson is a financial advisor and founder of Skye Wealth. After nearly burning out as a generalist, Thompson rebuilt his practice around one niche: insurance-only advice. Today, his company has grown 24x in six years, helping thousands of clients protect their futures. Known for his practical, straightforward approach, he speaks openly about the lessons he learned the hard way and how focus can transform both business growth and advisor well-being.

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Finding your niche: How focus ignited 24x growth

Phil Thompson
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
Thompson
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Gestión de Negocios
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語言：
英文
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Most advisors think more services mean more growth, but often it just means more stress. Thompson shares how narrowing his focus to one niche (insurance-only advice) turned a struggling business into one that grew 24x in six years.

Sanjay Tolani, Ph.D., MBA

Dubai
,
,
UAE
入會總年份：
24
內閣會員榮譽：
22
頂尖會員榮譽：
20

Sanjay Tolani，Ph.D.、MBA 是國際認可的遺產規劃顧問兼研究員，素以創新突破的理財產品而聞名。身為全球家族辦公室跨代財富管理革命性策略的始創者，Tolani 深受許多成功企業家、初創公司與風險投資基金青睞，為其股權激勵計劃、募資策略與繼承規劃提供指導。他致力支持百萬圓桌基金會及 Goodwill Charity Foundation；後者在印度興建長者住所並為兒童提供教育資源。

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Sanjay Tolani, Ph.D., MBA, is an internationally recognized estate planning advisor and researcher known for his innovative and groundbreaking financial products. As founder of a revolutionary financial strategy available globally for family offices for intergenerational wealth management, Tolani is sought out by many successful entrepreneurs and multiple startup and venture capitalist funds for guidance on equity compensation plans, fundraising strategies and succession planning. He contributes to the MDRT Foundation and the Goodwill Charity Foundation, which constructs senior-age homes and provides education for children in India.

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《大額個案的繼承規劃：從文書到安心》

Succession planning for bigger cases: From paperwork to peace

Sanjay Tolani, Ph.D., MBA
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
Tolani
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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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Even the most successful families can lose everything without the proper planning. Tolani shares how to create a road map for wealth, leadership succession and income distribution that guarantees high-net-worth clients remain united and prosperous.

即使是最成功的家族，若缺乏妥善規劃亦可能失去一切。Tolani 將分享如何為財富、領導權繼承與收入分配制定路線圖，確保高淨值客戶家族保持團結興盛。

Woei Sean Tong

Shah Alam
,
,
Malaysia
入會總年份：
11
內閣會員榮譽：
3
頂尖會員榮譽：
0

Woei Sean Tong，任職於馬來西亞友邦保險，擁有13年業界經驗，專於全方位理財規劃。曾在多個國家的保險銷售大會發表演講，2015年榮獲馬來西亞友邦的全國冠軍。

Woei Sean Tong serves with AIA Malaysia. He has 13 years of industry experience and specializes in comprehensive financial planning. He has presented at insurance sales conferences across multiple countries and earned the national championship title at AIA Malaysia in 2015.

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讓影響中心延續你的故事

Let your centers of influence continue your story

Woei Sean Tong
會議類型：
焦點會議
演講語言：
普通話
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
15:00
Monday, June 8, 2026
Tong
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Marketing
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語言：
普通話
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True centers of influence do more than generate client referrals — they extend your professional reputation and legacy. Tong explains how to build enduring partnerships through authentic relationships, active listening and consistent care to create a continuous flow of business and trust.

真正的影響力中心 (COI) 不僅帶來客戶轉介，更能延續您的專業與故事。透過真誠關係、價值傾聽與長期關懷建立穩固合作，進而帶來源源不絕的業務與信任。

Mizuki Torii

,
,
入會總年份：
8
內閣會員榮譽：
3
頂尖會員榮譽：
1

Mizuki Torii joined Fast Retailing Co., Ltd. after graduating from Doshisha University. To balance her activities as an exclusive cheerleader for the professional basketball league (B LEAGUE), she joined Nippon Life Insurance. She soon qualified for the MDRT, and became independent after 5 years. She continues the insurance business as the Representative Director of NextLabo, Inc., operates an SNS consulting business, and runs a cheer dance school.

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Recognition and case size: Aqua marketing to let go of busyness

Mizuki Torii
會議類型：
交流區
演講語言：
日文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
15:30
Sunday, June 7, 2026
Torii
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語言：
日文
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Ohishi will introduce a system to generate larger case size and consistent results not relying on activity volume—methods you too can implement. While with Nippon Life, she qualified for MDRT through “10 meetings per day × 3 days per week” while also serving as a cheerleader 3 days/week. After becoming independent, she evolved this further to “Results = Activity × Opportunity” and “A chosen marketing approach earning 10 DMs/day.”

Takako Tsuruta

,
,
入會總年份：
5
內閣會員榮譽：
3
頂尖會員榮譽：

Takako Tsuruta is an Independent Financial Advisor with Prudent Japan. She serves as the Education Department Manager of the company. She has 8 years of experience in financial services, specializing in asset management. Previously, she was an US CPA at a US-affiliated company. She graduated from Sophia University Faculty of Arts, Department of French Literature.

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Strong branding: Consulting on overall financial assets from defined contribution pension plans

Takako Tsuruta
會議類型：
交流區
演講語言：
日文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
12:30
Tuesday, June 9, 2026
Tsuruta
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This is some text inside of a div block.
語言：
日文
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The corporate defined contribution (DC) pension plan is institutionally complex. DC is complicated enough for us in the financial business, but more so for our clients. Therefore, it is crucial to listen to our clients' needs, fully understand the program, and plan their overall asset portfolio as if it is for you. Tsuruta will introduce a consulting approach that collaboratively sets goals and desired outcomes through conversation with the client, providing long-term support.

Roy Tuscany

Reno
,
NV
,
USA
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Roy Tuscany is the founder and CEO of the High Fives Foundation, a national nonprofit that helps athletes and veterans recover from life-changing injuries and return to the sports they love. An aspiring professional skier, he suffered a spinal cord injury in a 2006 ski accident. Inspired by his recovery support, he founded the organization in 2009 to pay it forward. He now advocates for the adaptive community and outdoor sports.

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The alchemy of tragedy: Turning trauma into triumph

Roy Tuscany
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
13:30
Monday, June 8, 2026
Tuscany
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Persona Íntegra
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語言：
英文
日文
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Two survivors of life-changing spinal cord injuries share how they turned devastating accidents into powerful catalysts for growth, purpose and service. Discover the mindset shifts, resilience strategies and community-building practices that transformed personal tragedy into a force for good.

Giselle Ugarte

Austin
,
Texas
,
USA
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Giselle Ugarte 致力於協助領導者掌握自身力量，以自信溝通、真誠領導建立深層連繫，在網絡世界乃至現實生活中推動人們付諸行動。她的歷程輾轉網誌作者、電視與廣播節目主持人及製作人、廣告總監，乃至如今的國際教練、演講者兼企業家等多種身份。她熱衷於協助領導者消除干擾、專注當下，確保其主導職業生涯發展、訊息傳遞與影響力，而非反而受其牽制，此理念使她在全球累積逾 50 萬追隨者，並收穫了 2,000 萬次觀看次數。

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Giselle Ugarte is on a mission to help leaders step into their power and communicate with confidence, lead with authenticity and build meaningful connections that move people to action, online and especially off. Her journey has taken her from blogger to TV and radio host and producer to advertising executive and now global coach, speaker and entrepreneur. Her passion for helping leaders eliminate distractions, become more present and ensure they’re running their careers, their message and their impact — not the other way around — has earned her a following of more than 500,000 people and 20 million views worldwide.

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自信交流的新法則

The new rules of confident communication

Giselle Ugarte
會議類型：
主場會議
演講語言：
英文
會議日期：
開始時間：
Ugarte
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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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Do you know how to harness your personal touch in a technology-driven world to build trust, strengthen long-term relationships and stand out with clarity and authenticity? Gain Ugarte’s actionable, confidence-boosting techniques you can apply immediately to enhance your presence, deepen connection and drive greater retention and results.

置身科技為先的世界，您知道如何善用個人接觸層面，從而建立信任、鞏固長期關係，並憑藉清晰與真誠的特質脫穎而出嗎？ 學習 Ugarte 的提高自信實戰心法，回家後立即付諸實踐，藉此提升存在感、深化人脈連繫，並推高留存率與業務成績。

Remus Ungureanu

Brasov
,
,
Romania
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

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

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
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.

Takumi Uno

Hiroshima
,
,
Japan
入會總年份：
9
內閣會員榮譽：
6
頂尖會員榮譽：
0

Takumi Uno is a member of Prudential Life Insurance Company and has 10 years of experience. He specializes in business owner market. Before joining the business, he was a banker. He won his company awards every year since he started and was ranked No. 1 nationwide in individual insurance in sum assured in 2016.

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Building the framework and delivering protection

Takumi Uno
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：
11:39
Wednesday, June 10, 2026
Uno
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Persona Íntegra
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語言：
日文
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Uno shares his philosophy and how he derived to the insight, which led him to think and approach his business and life.

Catalina Vega

Bogotá
,
DC
,
Colombia
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Catalina Vega is a social communicator with a master's degree in marketing and a certified international leadership coach. As founder and CEO of Humark Latam, a company specializing in cultural branding, human development and leadership, she has supported more than 500 entrepreneurs and executives across Latin America in strengthening their leadership and purpose. Together with Denise Allard Serna, she is also the co-founder of Mentoría Evoluciona, a mentoring program for insurance agents.

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Panel discussion: From salesperson to leader: Transitioning to an entrepreneurial mindset

Catalina Vega
會議類型：
焦點會議
演講語言：
西班牙文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
15:00
Monday, June 8, 2026
Vega
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語言：
西班牙文
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MDRT members explore how to transform your mindset by breaking limiting beliefs and adopting a posture of responsibility, abundance and purpose as you enter a new stage of your business. Learn how leadership is a process that starts with self-awareness, moves to managing tasks and resources, and ultimately creates the type of inspirational leader who builds high-performance teams, aligns talent with the vision, fosters growth and creates environments of genuine collaboration.

Adrián Fabricio Villareal Alfaro, FSCP, CLI

,
,
入會總年份：
12
內閣會員榮譽：
頂尖會員榮譽：

Adrián Villarreal Alfaro, FSCP, CLI, has a prolific career in the insurance industry. With more than a decade of experience as a professional advisor, he specializes in life and health insurance. Before joining the financial services industry, Villarreal Alfaro held sales management positions at multinational companies, where he developed strong leadership skills.

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Working with high-net-worth markets without neglecting the youth market

Adrián Fabricio Villareal Alfaro, FSCP, CLI
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
15:30
Saturday, June 7, 2025
Villarreal Alfaro
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語言：
西班牙文
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Villarreal Alfaro provides a simple, quick and practical overview of his strategies for attracting high-net-worth clients. He discusses how he has developed this market, handled common objections and successfully closed deals, all while also serving and adapting to another important market: young people. Gain valuable insights that you can implement immediately to grow your business.

Pablo Vázquez Moya

,
,
入會總年份：
3
內閣會員榮譽：
頂尖會員榮譽：

Pablo Vázquez Moya is a successful financial advisor specializing in a human-centered approach to wealth building, retirement planning and financial education. With more than 12 years of experience, Vázquez Moya has motivated hundreds of clients to take control of their financial futures. His direct, clear communication style has made him one of the most influential financial voices among young audiences in Mexico and Latin America. His mission is simple yet powerful: Help people make smart financial decisions so they can live the life they want, with freedom, security and a vision for the future.

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How to turn your personal brand into a magnet for clients: The power of social media in the financial world

Pablo Vázquez Moya
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
13:00
Sunday, June 7, 2026
Vázquez Moya
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語言：
西班牙文
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Pablo Vázquez shares how he went from being a financial advisor with a traditional portfolio to becoming a reference on social networks and positioning his personal brand, reaching thousands of people in different countries and getting prospects to arrive by themselves in an organic way. Through his personal experience, he will show how the combination of clear specialization, a targeted message and the strategic use of social media can transform the way advisors attract clients and build trust in the digital environment. Discover practical principles to develop an authentic personal brand, create content that connects with your ideal customer and turn your visibility into real business opportunities.

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Mike Walsh

Miami Beach
,
Florida
,
USA
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Mike Walsh 是 Tomorrow 的行政總裁 — 這間全球顧問公司專門設計適合 21 世紀的企業模式。過去 20 年來，他一直是革命性創新與數碼轉型的權威。身兼未來學家和作家，他著有三本暢銷書，並以多元民族背景的環球遊牧者身份，針對機器智能新時代下的重塑與變革，為多間全球頂尖機構提供專業意見。作為 AI 轉型的專家，他致力在革命性科技與商業領導力之間搭建橋樑，將深度科技轉化為務實建議，協助領袖把握新機遇、推動組織轉型，同時改變思維模式。

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Mike Walsh is the CEO of Tomorrow, a global consultancy that designs companies for the 21st century. For the past 20 years, he’s been a leading authority on disruptive innovation and digital transformation. He is a futurist, an author of three bestselling books and a global nomad from a diverse ethnic background who advises some of the world’s biggest organizations on reinvention and change in this new era of machine intelligence. As a specialist in AI-powered transformation, he bridges disruptive technology and business leadership, translating deep tech into pragmatic recommendations for leaders to seize new opportunities, transform their organizations and change their own thinking.

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AI 紀元：未來唯勇者可立勇

The AI-powered decade: The future favors the bold

Mike Walsh
會議類型：
內閣會員/頂尖會員
演講語言：
英文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
12:30
Sunday, June 7, 2026
Walsh
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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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Over the next decade, the most successful professionals will not be those who simply adopt new tools but those who reposition their role, their value and the scale of impact they can achieve. Walsh explores the road to 2036 and the rise of an AI-powered decade, where automation, algorithms and digital labor fuel a fifth Industrial Revolution — and where caution is not rewarded but favors those bold enough to rethink how value is created, how work gets done and what leadership really means in a world of abundant intelligence.

未來十年間，最成功的專業人士將不會是那些僅簡單採用新工具的人，而是能重新定位自身角色、價值及所能達成影響規模者。Walsh 將探索通往 2036 年的道路，以及這個人工智能驅動的十年如何崛起——自動化、演算法與數碼勞動力將點燃第五次工業革命，而在此浪潮中，謹慎行事並不會獲得回報，唯有敢於重新思考價值創造方式、工作實踐模式，以及在智能豐沛的世界中之領導力真正涵義的勇者，方能贏得先機。

‍

Brendan Clune Walsh

Detroit
,
MI
,
United States
入會總年份：
15
內閣會員榮譽：
8
頂尖會員榮譽：
5

Brendan Clune Walsh, president and managing partner of Catalyst Solutions Group, leverages his extensive experience in insurance and financial services to develop client strategies that maximize and protect wealth. A graduate of DePaul University, Walsh’s journey led him to success at Northwestern Mutual Insurance before joining his father and eventually completing their succession plan.

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The referral advantage: Referrals, networking and centers of influence

Brendan Clune Walsh
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
Walsh
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Marketing
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語言：
英文
韓文
西班牙文
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The most valuable growth doesn’t come from cold outreach, but from relationships — referrals, introductions and centers of influence. Walsh shares a simple, relationship-first model for building business through warm introductions and authentic connections, offering a no-pressure system to ask for referrals, develop high-quality centers of influence and leverage LinkedIn to spark meaningful connections.

Ya-Hui Wang

,
,
入會總年份：
11
內閣會員榮譽：
1
頂尖會員榮譽：

王雅慧Amy，台灣台新人壽資深業務經理，從事金融服務業約23年，目前擅長於高資產客群的經營以及財富傳承的規劃。榮獲2014年台灣壽險公會優秀從業人員獎項。碩士學歷EMBA學位。

Ya-Hui Wang serves as senior business manager at Taishin Life Insurance and brings 23 years of financial services expertise. She specializes in high-net-worth client relationship management and multigenerational wealth transfer planning. Wang received the 2014 Taiwan Life Insurance Association Outstanding Professional Award and holds an EMBA degree.

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你沒聽過的高資產經營班

HNW client strategy masterclass

Ya-Hui Wang
會議類型：
交流區
演講語言：
普通話
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
Wang
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語言：
普通話
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Discover proven tactics for scaling a professional community from 10 to 5,000 members in a decade. Wang’s four KASH principles for cultivating high-net-worth clientele will provide solutions for overcoming common obstacles, enabling you to become an influential industry leader.

分享10年內將社團從10人擴展至5000人的實戰經驗，運用KASH四大關鍵經營高資產客群，讓百萬圓桌會員突破高資產經營盲點，成為影響力中心。

Wei Wang, CFP, RFA

Taipei City
,
,
Taiwan Area
入會總年份：
10
內閣會員榮譽：
3
頂尖會員榮譽：
0

王為，CFP，RFA，2025-2026百萬圓桌中國台灣分會第一副會長。從業12年經驗，擅長深耕經營客戶，並以專業知識提供全方位的保障規劃：包含壽險、醫療保障、退休規劃、傳承與稅務規劃  致力於實踐全人理念，達成工作與生活的平衡，除了是高階保險顧問，也帶領績優業務團隊（114年團隊6人達成MDRT)，也是一位2寶爸、民間社團的領導人、運動社團的隊長、遊泳教練。曾於2021年百萬圓桌線上年會交流區及2023年新加坡全球會議焦點會議分享。

Wang Wei, CFP, RFA, has 12 years of industry experience and is committed to the Whole Person concept. He cultivates long-term client relationships by providing comprehensive protection planning based on professional expertise, including life insurance, medical protection, retirement planning, legacy planning and tax planning. He is a senior insurance advisor and leads a high-performing sales team, with six team members achieving MDRT in 2025. He has also served as Local Chair and Area Chair for MCC Zone 7 Chinese Taiwan, was a ConneXion Zone speaker at the 2021 MDRT Virtual Annual Meeting and presented a Focus Session at the 2023 MDRT Global Conference.

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高效成交，達成MDRT，活出全人生活

High-efficiency closing, achieving MDRT and living a Whole Person life

Wei Wang, CFP, RFA
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：
11:00
Wednesday, June 10, 2026
Wang
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Marketing
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語言：
普通話
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Wang shares how to achieve high-efficiency closing, use professional planning to ensure clients have adequate protection and efficiently accomplish your MDRT goals.He reveals the Closing Formula, the Annual Income Formula, the Medical Pyramid Technique and the Fivefold Medical Protection Formula — techniques that help clients recognize the value and purchase sufficient coverage. Quality service brings referrals, and the Whole Person concept provides lasting motivation.

分享如何做到高效率成交，運用專業規劃足額保障，進而高效率的完成MDRT 目標。演講中會介紹：成交方程式、年薪方程式、醫療金字塔技巧、以及醫療五倍保障方程式等技巧使客戶認同，並投保充足保障。良好服務帶來轉介，全人理念提供持久動力。

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