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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。 

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。

Cynthia Siew Leng Wee

,
,
入會總年份：
10
內閣會員榮譽：
1
頂尖會員榮譽：

Cynthia Siew Leng Wee has more than 24 years of experience across global financial markets, specializing in international succession planning, cross-border wealth structuring and sophisticated insurance solutions for ultra-high-net-worth families. A regular keynote speaker at international wealth management conferences and exclusive family office forums across Asia, Wee’s dual expertise spans family office advisory services and insurance practice operations in a competitive wealth management landscape.

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Juggling it all: Career, clients and life — real talk from women advisors

Cynthia Siew Leng Wee
會議類型：
交流區
演講語言：
英文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
11:30
Monday, June 8, 2026
Wee
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語言：
英文
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Four female MDRT members unite for an honest conversation about managing successful practices while navigating life beyond the office. They share practical strategies for staying motivated, setting boundaries and prioritizing what matters most while balancing multiple roles.

Helen Jayne West, APFS

Plymouth
,
,
United Kingdom
入會總年份：
27
內閣會員榮譽：
15
頂尖會員榮譽：
9

Helen Jayne West，APFS，擁有 36年金融服務專業經驗，其中 23年以主要董事身份持有並經營自家公司。West致力於終身學習，考獲了多項附加專業資格，並參與策略教練培訓計劃近 20年。她深信，只要每日專注於自身目標、有意識地推進並記錄任何改進之處，便能為大腦做好準備，從而創造更美好的人生。

‍

Helen Jayne West, APFS, hasbeen in the financial services profession for 36 years, owning and running herown company as the principal director for 23 years. Committed to lifelonglearning, West has earned many additional qualifications and has participatedin the Strategic Coach program for nearly 20 years. She believes that by takingtime each day to focus on your goals and being intentional about them, alongwith making a note of any improvements, you are programming your brain for abetter life in the future.

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焦點會議「能量一小時」

Focus Session Power Hour

Helen Jayne West, 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：
9:30
Wednesday, June 10, 2026
West
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Gestión de Negocios
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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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Donald F. White Jr., CLU, ChFC

,
,
入會總年份：
37
內閣會員榮譽：
36
頂尖會員榮譽：
25

Donald F. White Jr., CLU, ChFC, is the founder of Treasure Coast Financial. After 25 years, he sold his interest to his successors to focus on his foundation as well as his passions of writing, speaking and teaching. He is author of the award-winning book, “Always End with the Beginning in Mind: How Firms Remain Great After the Founder Exits” as well as two audio books, “Building a Great Business” and “Legacy Planning.” White has spoken in more than 30 countries, including at many MDRT events, is a former MDRT Foundation trustee and a Legion of Honor Excalibur Knight of the MDRT Foundation.

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Living on the edge of your next commission

Donald F. White Jr., CLU, ChFC
會議類型：
交流區
演講語言：
英文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
16:00
Sunday, June 7, 2026
White Jr.
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語言：
英文
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Unless you create a strategy to the contrary, your level of expenses will always rise to your level of income, White says. He identifies the five fundamentals of wealth creation to help ensure your success brings prosperity and gratitude rather than a never-ending cycle of accumulation and cost.

Paige Williams

,
MT
,
United States
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Paige Williams is a leadership coach, best-selling author and founder of The Creative Keys, a framework helping leaders grow with courage, clarity and aligned action. She specializes in creative leadership, emotional intelligence and sustainable growth.

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Creative leadership: The courage to lead differently

Paige Williams
會議類型：
全球服務
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
Williams
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語言：
英文
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Do you want to inspire your teams, navigate change with confidence and develop MDRT-ready advisors — without burning out? Discover a transformational framework for developing courageous, purpose-driven leaders and uncovering your own unique leadership superpowers and growth edges.

Glen Alexander Winata

Jakarta Selatan
,
,
Indonesia
入會總年份：
13
內閣會員榮譽：
2
頂尖會員榮譽：
0

Glen Alexander Winata is a financial advisor with more than a decade of consistent performance. He is dedicated to helping individuals and families build secure futures through long-term, trust-based relationships. In 2014, he received Indonesia’s Top Agent Award from AAJI, placing third nationwide in number of cases. Winata has spoken at national and international events, sharing his experiences in client service, growth and personal branding, an area he continues to explore and develop in his journey as a financial professional.

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Why do they buy from me? Turning friends into clients through social media

Glen Alexander Winata
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
13:30
Tuesday, June 9, 2026
Winata
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Marketing
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語言：
英文
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After Winata consistently showed up on Instagram with fun, educational and authentic content, people started reaching out to him, and many were old friends and acquaintances he hadn’t spoken to in years. Learn how he built a personal brand without going viral and how to shift from chasing to attracting, create trust-building content, stay consistent and turn social media into your long-term, silent salesman.

Wong Wing Suet Rachael, CFP

,
,
入會總年份：
6
內閣會員榮譽：
2
頂尖會員榮譽：

Wong Wing Suet Rachael, CFP, is an agency director at FWD Hong Kong and has been in the financial services profession for eight years. As a young leader and a producer, Wong Wing Suet Rachael specializes in comprehensive financial planning for professionals and has received many awards for her accomplishments. She is also an active MDRT member in the MCC Division and has spoken at MDRT Day events as well as the MDRT Global Conference.

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Systematic approach to coach your teammates to build an MDRT agency

Wong Wing Suet Rachael, CFP
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：
16:30
Sunday, June 7, 2026
Wong Wing Suet Rachael
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語言：
英文
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Many leaders are very good at their own production but struggle when it comes to coaching their teammates toward MDRT qualification. Wong Wing Suet Rachael explains how she has applied her experience as an elite athlete to formulate a coaching system that creates replicable success for her team.

Yu Hsuan Wu

,
,
入會總年份：
6
內閣會員榮譽：
4
頂尖會員榮譽：

Wu Yu Hsuan，富邦人壽業務經理，年資七年，專注於高資產企業主市場，以專業規劃與長期承諾，協助客戶進行資產管理與跨世代傳承。擁有大學學位背景。

Yu Hsuan Wu serves as business manager at Fubon Life Insurance with seven years of industry experience. She focuses exclusively on high-net-worth business owners, delivering sophisticated asset management and intergenerational wealth transfer solutions. Wu holds a bachelor's degree.

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入行六年：達成四次內閣會員

4 Court of the Table qualifications in 6 years

Yu Hsuan Wu
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：
12:30
Sunday, June 7, 2026
Wu
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語言：
普通話
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Wu reveals how strategic prospecting, referral cultivation and five core dialogue principles — action, accountability, learning, courage and integrity — enabled her to achieve four Court of the Table qualifications in six years. Learn her practical approaches for building unshakeable client trust and creating sustainable practice growth.

透過精準開發、轉介紹與「行動、承擔、學習、勇氣、誠信」五大對話策略，六年四度達成內閣會員，協助會員建立客戶信任，實現可持續發展。

Yan Kit Ying Albee

,
,
入會總年份：
5
內閣會員榮譽：
2
頂尖會員榮譽：

Yan Kit Ying Albee，個人品牌理論的研習者和成功實踐者。過去三年成功實現了利用社交媒體變現150位陌生客戶，並與他們深入連結。

Yan Kit Ying Albee is both a researcher and practitioner of personal branding methodology. Over the past three years, she has successfully monetized relationships with 150 previously unknown prospects through social media, establishing deep and lasting connections.

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社交媒體時代的個人品牌決勝術

Personal branding mastery in the social media era

Yan Kit Ying Albee
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：
12:00
Sunday, June 7, 2026
Yan Kit Ying Albee
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This is some text inside of a div block.
語言：
普通話
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Learn how to transform your professional expertise into compelling social media influence that attracts premium clients organically. Yan Kit Ying Albee explains how to master strategic personal brand positioning and value-driven content creation techniques while building authentic trust pathways that convert engagement into meaningful client conversations.

學習將專業價值轉化為社交媒體品牌影響力，吸引優質客戶主動連結。掌握個人品牌定位公式與價值視覺化內容創作，建立從按讚到私訊的信任轉換路徑。

Hui Wen Yang, AAMS

,
,
入會總年份：
10
內閣會員榮譽：
3
頂尖會員榮譽：
1

Yang Hui Wen，永旭保險經紀人資深副總，從事金融保險12年，從事稅務服務業16年，擅長遺產稅申報與財富傳承規劃，過去在國泰人壽保險股份有限公司擔任資深行銷總監從業10年，經濟系與會計系學位。

Hui Wen Yang serves as senior vice president at Yung Shiu Insurance Broker, combining 12 years in financial insurance with 16 years of tax services expertise. She specializes in estate tax compliance and sophisticated wealth transfer strategies. Yang previously spent a decade as senior marketing director at Cathay Life Insurance and holds degrees in both economics and accounting.

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靈堂外三個孩子三個律師

3 children, 3 lawyers, 1 funeral

Hui Wen Yang, AAMS
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：
12:00
Tuesday, June 9, 2026
Yang
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This is some text inside of a div block.
語言：
普通話
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Through the compelling true story of three feuding heirs and three lawyers outside a funeral home, Yang examines the critical professional value of comprehensive legacy planning. Explore how thoughtful succession design transforms potential family conflict into harmonious wealth transition that honors lasting love.

以「靈堂外三個孩子三個律師」的真實案例，探討傳承規劃的專業價值。理解傳承設計的重要性，讓愛圓滿而非紛爭。

Abraham F. Zaarour

Byblos
,
Jbeil
,
Lebanon
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Abraham F. Zaarour is a distinguished financial advisor and trainer with more than 30 years of experience across the U.S. and Middle East. He began his career at Prudential Securities and Wells Fargo Bank before joining Standard Chartered Bank in Dubai. He took on a pivotal role at NASCO Middle East, where he established and led their wealth management and life insurance department. Since 2007, Zaarour has facilitated, designed and delivered courses in sales and soft skills for global institutions across several industries. His training courses focus on consultancy selling and management skills for financial organizations in Europe and the Middle East.

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Consulting mastery

Abraham F. Zaarour
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
Zaarour
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Asesoría a Clientes
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語言：
英文
韓文
西班牙文
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How can you conduct a perfect, client-centered financial consultancy session? Zaarour shares the three essential pillars of his system: LIKE, focusing on building rapport and creating a comfortable environment; TRUST, involving demonstrating credibility, transparency and integrity through the "9-Door Corridor," ensuring clients feel confident in the guidance provided; and VALUE, emphasizing delivering tailored insights, actionable strategies and measurable outcomes.

France Zaguirre

,
,
入會總年份：
8
內閣會員榮譽：
1
頂尖會員榮譽：

France Zaguirre is an associate director who has more than 10 years of experience in financial services as well as a strong background in the service industry. He has built a substantial social media presence, with more than 25,000 followers across various platforms, and has received multiple awards for his outstanding service. He completed the Accelerated Management Program at the National University of Singapore to enhance his leadership and professional skills and has spoken at numerous companies and industry events worldwide, sharing his inspiring story and insights.

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How to sustain MDRT success each year via social media marketing

France Zaguirre
會議類型：
交流區
演講語言：
英文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
14:00
Tuesday, June 9, 2026
Zaguirre
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語言：
英文
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Can you consistently add value to existing clients without regular in-person meetings? France uncovers social media best practices and strategies to generate new business without hard selling, ensuring your calendar for next week is full without making appointment calls.

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