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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。 

Christopher Lynn Stark, FICP, CLTC

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Christopher Stark, FICF, CLTC, has been a general agent with the Knights of Columbus for 12 years. He manages a large agency, with his 15 agents serving 17,000 clients. Stark is a founding member of the MDRT Center for Field Leadership and has earned a Culture of Excellence Award each year.

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Panel discussion: How the MDRT Family of Brands can be a resource in each phase of your professional journey

Christopher Lynn Stark, FICP, CLTC
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：
13:00
Sunday, June 22, 2025
Stark
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Gestión de Negocios
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語言：
英文
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In case you missed it, the MDRT family has grown. Discover how the MDRT Academy (designed to help advisors advance to the level of MDRT qualification) and the MDRT Center for Field Leadership (providing resources for field and home office leaders) can help you and other advisors learn and grow at every career stage.

Christopher Lynn Stark, FICF, CLTC

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入會總年份：
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Christopher Lynn Stark, FICF, CLTC, has been in the financial services profession for 11 years, serving as a general agent for eight years. He manages 16 field agents, specializes in recruiting and training his team, and received the MDRT Culture of Excellence Platinum Agency Award in 2024.

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MDRT Center Speaks: Converting your advisors to MDRT using data and empathy

Christopher Lynn Stark, FICF, CLTC
會議類型：
全球服務
演講語言：
英文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
15:00
Tuesday, June 24, 2025
Stark
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語言：
英文
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Do you want to use data to drive decisions and goals as well as enhance your leadership through emotional intelligence? This rapid-fire session explores essential steps to these important factors for productivity and connection while driving more of your team members to qualify for MDRT.

Junghun Suh

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入會總年份：
12
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頂尖會員榮譽：

Junghun Suh currently serves as a sales manager at Shinhan Life and has been working in the insurance profession for 16 years. He is considered an expert in guarantee-type insurance.

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Mind Control

Junghun Suh
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：
11:00
Wednesday, June 25, 2025
Suh
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語言：
韓文
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This is a story about how to cope with moments of risk and the true value and importance of insurance, realized through the illness experienced by a veteran FC with 17 years of experience. Suh explains why now is the time to reflect on the meaning of insurance that truly protects the lives of clients, not just selling products, and to learn how to truly approach clients.

Thanan Sukreepirom, FChFP, AChFP

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入會總年份：
5
內閣會員榮譽：
1
頂尖會員榮譽：

Thanan Sukreepirom is a seasoned financial advisor at Samsung Life Insurance with five years of experience in financial services, specializing in financial planning and business management. Previously a product manager at Kasikornbank, Sukreepirom holds a master’s degree in international business as well as other financial certificates, bringing expertise and passion to every engagement.

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Attracting new prospects remotely and achieving a 100% deal closure rate

Thanan Sukreepirom, FChFP, AChFP
會議類型：
交流區
演講語言：
泰文
會議日期：
2025 年 6 月 22 日，星期日
開始時間：
15:00
Sunday, June 22, 2025
Sukreepirom
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Gestión de Negocios
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語言：
泰文
No items found.

Sukreepirom shares proven strategies for attracting new prospects and consistently achieving a 100% success rate in closing deals as well as how to replicate the success he has found with the application of the 3B's technique.

Aleyda Nelly Sánchez Garcia

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入會總年份：
5
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Aleyda Nelly Sánchez Garcia is a leading insurance advisor with 12 years of experience in the profession. She has a professional background in international relations and has completed the prestigious Empower Woman I & II diploma courses in leadership and management skills at Anáhuac University.

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The colors of transformation

Aleyda Nelly Sánchez Garcia
會議類型：
交流區
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：
14:00
Monday, June 23, 2025
Sánchez Garcia
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Persona Íntegra
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語言：
西班牙文
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When we make conscious decisions, we can change our reality and reach new levels of success. In this session, Aleyda Sánchez will share three key decisions that transformed her life, which you can also apply: strengthening your personal finances, redefining your ambitions, and integrating passion and purpose into your life. Join her and be inspired to turn challenges into opportunities and build sustainable success.

Elijah Tan

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入會總年份：
3
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2
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Elijah Tan works at Prudential Assurance Company Singapore, where he specializes in mathematical financial planning and estate planning. Tan holds a Bachelor of Science Double Degree in Economics and Psychology, and has received many awards for his accomplishments, such as COT in his first two years, the International Dragon Award in 2022 and 2023, as well as the Prudential Premier Platinum Award in 2022 and Gold Award in 2023. He has also completed his Chartered Financial Consultant Certification in his second year as a consultant.

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Referral psychology: Create endless referrals like turning on your tap

Elijah Tan
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：
13:30
Monday, June 23, 2025
Tan
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Marketing
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語言：
英文
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Despite only being an advisor for two years, Tang has employed various psychological concepts to build his referral system — with more than 50% of his client base coming from referrals in his second year. Gain insights to utilize this system and empower clients to not just want to refer you but know how to do just that.

Mei Yun Gwendolyn Tan, BSc (Hons), ChFC®/S

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Mei Yun Gwendolyn Tan, BSc (Hons), ChFC/S, is a senior manager at Great Eastern Life-Singapore. With 12 years of experience in financial services, Tan has served in a leadership role for four years and oversees a team of six. She specializes in financial planning, team development and client management, holds a business degree in management and received the MDRT Culture of Excellence Diamond Agency Award in 2023.

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Panel discussion: Inspire, lead and grow your agency team

Mei Yun Gwendolyn Tan, BSc (Hons), ChFC®/S
會議類型：
全球服務
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
Tan
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語言：
英文
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Leaders from Singapore, Mexico, the Philippines and the U.S. share best practices you can apply to elevate your team’s satisfaction and performance. Learn to boost advisors’ self-image, navigate change and build sustainable agency processes.

Eszylfie Taylor

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入會總年份：
22
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17
頂尖會員榮譽：
13

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 50 out of 13,000), Taylor began his journey as an independent advisor and entrepreneur. He has served on several charity boards and founded his own nonprofit, Future Stars, where he instills in underserved youth the tools he uses to achieve success: hard work, perseverance, integrity and sacrifice.

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Objection-free sales process: 6 steps to increased productivity and retention

Eszylfie Taylor
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：
14:30
Monday, June 23, 2025
Taylor
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Asesoría a Clientes
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語言：
英文
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From positioning your language to increasing production for any solution, Taylor takes you through each step of his system. Learn how to build relationships and develop a process that is easily repeatable as well as scalable.

Chee Kok Teh

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入會總年份：
7
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1
頂尖會員榮譽：

畢業於馬來西亞理科大學傳播系，現職代理機構經理。

Chee Kok Teh holds a degree in communication from Universiti Sains Malaysia and currently serves as an agency manager.

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把握「兩線」生機

Grasp online and offline opportunities

Chee Kok Teh
會議類型：
交流區
演講語言：
普通話
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
14:00
Monday, June 23, 2025
Teh
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Marketing
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語言：
普通話
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Discover Teh’s strategy for harnessing digital resources in the AI era to generate quality leads and how to transform your core client base to create sustainable repeat business through a seven-step approach.

第一線：在 AI 時代運用網絡資源來達致引流效果。第二線：透過築巢方式經營客源核心，獲得源源不絕的重複銷售，越做越好玩。七個步驟：吸引、引流、交流、入池、培育、築巢、育苗。

Sarutikorn Thansakun, Ph.D.

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入會總年份：
12
內閣會員榮譽：
5
頂尖會員榮譽：

Sarutikorn Thansakun, Ph.D., is a financial advisor at AIA with more than a decade of experience in protection planning and health insurance. She holds a Bachelor of Arts from Thammasat and Ramkhamhaeng Universities, a master’s degree in public administration, and a doctorate in public and private sector management. She is a Life member of MDRT and has won multiple awards for her accomplishments.

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Engaging clients through compelling storytelling strategies

Sarutikorn Thansakun, Ph.D.
會議類型：
交流區
演講語言：
泰文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
14:30
Monday, June 23, 2025
Thansakun
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Asesoría a Clientes
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語言：
泰文
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Since clients are more inclined to choose a plan that aligns with their financial goals and protects their loved ones, Thansakun shares how she communicates product value through a cohesive narrative of fostering long-term relationships, encouraging repeat business and inspiring them to recommend the coverage to others, thereby building growth and trust.

Nicholas Thompson

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Nicholas Thompson 在科技撰寫與新聞界身居多個要位，並對未來懷著大膽而樂觀的願景。身為 The Atlantic 的行政總裁，Thompson 曾先後在 2022 和 2023 年獲得美國國家雜誌獎「卓越雜誌」榮譽。他是《Legal Affairs》雜誌的前高級編輯、前 CBS 供稿員，並著有《鷹與鴿》(The Hawk and the Dove) 一書。身為「AI 教父」Geoffrey Hinton 等若干科技前驅的講座主持人，Thompson 屢屢在主題演講和 LInkedIn 系列中分享震撼的見解。

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Nicholas Thompson has occupied many of the most prestigious positions in the tech writing and journalism world, staking out a bold, optimistic vision for the future. As CEO of The Atlantic, Thompson earned the top honor of General Excellence at the National Magazine Awards in 2022 and 2023. He is the former senior editor at Legal Affairs, a former CBS contributor and author of the book “The Hawk and the Dove.” As moderator of several talks with tech leaders like Geoffrey Hinton, the “godfather of AI,” Thompson draws powerful insights that he shares in his keynotes and LinkedIn series.

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人類的未來

The future of being human

Nicholas Thompson
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
Thompson
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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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Transformations in science and technology are reshaping every stage of life: how we’re born, how we live and work, how we relate to one another, how we’ll die and how we’re remembered. Thompson explains today’s most significant tech trends and how you can understand and embrace them. 

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科學與科技的改變正在重塑生命的每一個階段，包括人的出生、生活與工作、與彼此建立關係、死亡，以及讓後人銘記我們的方式。Thompson 將講解當今最重要的科技發展趨勢，並闡述您如何理解並融入這些浪潮。 

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Zhenrong Jeremy Tian, CLU®/S ChFC®/S

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入會總年份：
5
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Zhenrong Jeremy Tian, CLU/S, ChFC/S, is a senior manager at Great Eastern Life-Singapore under Advisors’ Clique Collective. He holds a bachelor’s degree in business studies and joined the profession in 2015, specializing in protection and retirement planning for young families and working professionals.

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Embracing the new age of financial planning

Zhenrong Jeremy Tian, CLU®/S ChFC®/S
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：
13:30
Sunday, June 22, 2025
Tian
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Asesoría a Clientes
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語言：
英文
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The world is changing and so are the people in it. Tian explains how to understand the problems that new generations are facing and how to evolve your strategies of financial planning to stay relevant and continue to provide value to clients of all demographics.

Min-Hong Tsai

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入會總年份：
3
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頂尖會員榮譽：

蔡忞紘，任職於中華台灣國泰人壽，從事金融業 8 年。

Min-Hong Tsai works at Cathay Life Insurance Taiwan and has eight years of experience in the financial services profession.

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Z 世代年輕保險人如何掌握戰後嬰兒潮世代的跨代經營

How Gen Z insurance professionals can master cross-generational management for post-war baby boom generation

Min-Hong Tsai
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：
13:30
Sunday, June 22, 2025
Tsai
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Asesoría a Clientes
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語言：
普通話
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Baby boomers currently control most of the global wealth, creating significant opportunities in retirement planning and wealth transfer services. Tsai explains that success for Gen Z insurance professionals lies in bridging generational gaps through empathy, expertise and patience as well as constantly adjusting your approach with a positive mindset.

戰後嬰兒潮世代掌握全球目前大部分的財富，他們的退休規劃與財富傳承是當今市場最大的商機。Z 世代的年輕保險人如何跨代甚至是跨兩代經營，方法是善用同理心展現專業專業、和善、耐心，並以正向思維不斷調整自己的腳步。

Issaree Tunwilaikul

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入會總年份：
3
內閣會員榮譽：
2
頂尖會員榮譽：

Issaree Tunwilaikul is a financial advisor at FWD Life Insurance. With more than 30 years of experience in the insurance profession, Tunwilaikul specializes in leveraging life insurance products for effective tax planning. She has received numerous accolades, reflecting her exceptional achievements and dedication.

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Strategies for planning pension taxation

Issaree Tunwilaikul
會議類型：
交流區
演講語言：
泰文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
12:30
Tuesday, June 24, 2025
Tunwilaikul
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Marketing
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語言：
泰文
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Tunwilaikul has spent years developing her approach to communicating the opportunities provided by pension insurance. She shares strategies for simplifying this concept to clients, hosting seminars to generate referrals and targeting tax season as an especially impactful period for clients to take action.

Mio Umezawa

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入會總年份：
12
內閣會員榮譽：
7
頂尖會員榮譽：
7

Mio Umezawa works at Holos Planning Co. Ltd. She has 19 years of experience in financial services and specializes in designing life insurance tailored to individuals, helping them understand the importance of insurance protection.

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How to achieve remarkable results and develop the habit of reflection

Mio Umezawa
會議類型：
焦點會議
演講語言：
日文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
15:00
Monday, June 23, 2025
Umezawa
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語言：
日文
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Umezawa discusses her strategies for achieving remarkable results while raising children, effective time management techniques and methods for self-reflection to maintain a healthy work-life balance. Learn how self-coaching and self-healing can help you balance your work and personal life while staying happy.

Ross Vanderwolf, CFP

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入會總年份：
38
內閣會員榮譽：
24
頂尖會員榮譽：
14

Ross Vanderwolf，CFP 曾於 2019 年擔任百萬圓桌會長。他是百萬圓桌基金會的「白金騎士」，同時也是核心集團的成員，並曾擔任受託人董事會成員。Vanderwolf 擔任 Rothgard Financial Partners（一間提供全方位服務的理財規劃實務公司）的總經理。自成為百萬圓桌會員以來，Vanderwolf 曾在多個委員會任職。 

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Ross Vanderwolf, CFP, served as MDRT President in 2019. A Platinum Knight of the MDRT Foundation, he is also a member of its Inner Circle Society and has served on its Board of Trustees. Vanderwolf is managing director of Rothgard Financial Partners, a full-service financial planning practice. Over the course of his MDRT membership, Vanderwolf has served on numerous committees.

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「卓越首航」會議

Launch to Excellence

Ross Vanderwolf, CFP
會議類型：
首次與會者會議
演講語言：
英文
會議日期：
2025 年 6 月 22 日，星期日
開始時間：
15:00
Sunday, June 22, 2025
Vanderwolf
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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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Whether you are a new MDRT member or attending the MDRT Annual Meeting for the first time, welcome. You are invited to connect with fellow members from across the globe at this engaging kickoff session designed to help you maximize your MDRT membership and meeting experience. You’ll hear from seasoned MDRT members who will share insights and advice as they pass along their secrets of success.   Don’t miss this invaluable MDRT Annual Meeting offering! Specially intended for members in their first five years of membership and those new to MDRT meetings, this session is open to all meeting attendees. The inspiration, guidance and camaraderie you discover will last well beyond your time in Miami Beach, Florida, USA.

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無論您是首次成為百萬圓桌會員，還是第一次參加百萬圓桌年會，都無任歡迎您出席這場會議！誠邀您參加這場引人入勝的啟動儀式，與來自世界各地的會員同儕建立連繫，藉此充分善用百萬圓桌會員資格，享受最圓滿的會議體驗。屆時將有資深百萬圓桌會員蒞臨，分享真知灼見，傳承成功秘訣。   萬勿錯過百萬圓桌年會期間的這個寶貴機會！此會議專為新加入百萬圓桌頭五年及初次參加百萬圓桌會議的會員而設，亦開放予所有與會者參加。相信這場會議帶來的啟迪與指導，以及從中建立的情誼，必將留下悠長餘韻，延續至您到訪美國 Florida（佛羅里達州）Miami Beach（邁阿密海灘）以外的更長時光。

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Panupon Vungvilai, AFP

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入會總年份：
9
內閣會員榮譽：
8
頂尖會員榮譽：
2

Panupon Vungvilai, AFP, is the chief executive officer of FWB Life Insurance Public Co. Ltd., where he brings 32 years of experience to her role. With specialties in future and retirement planning, Vungvilai has been recognized as one of the top three experts at her company. She also holds multiple advanced professional certifications, further solidifying her reputation as a leader in the field.

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Panel discussion: Enhance your financial approach to distinguish yourself with our exceptional financial planning services

Panupon Vungvilai, AFP
會議類型：
焦點會議
演講語言：
泰文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
15:00
Monday, June 23, 2025
Vungvilai
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語言：
泰文
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Two speakers share how tailoring your financial planning strategy to address clients’ specific needs not only helps you understand their unique financial goals, challenges and values but also ensures they enjoy a customized client experience.

Dr. Robert Waldinger

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內閣會員榮譽：
頂尖會員榮譽：

Robert Waldinger 身兼精神科醫生、精神分析學家和禪修者幾個身份，曾執筆無數科研論文，並著有兩本介紹科學如何指導健康人文發展的著作。身為哈佛醫學院的臨床精神病學教授，Waldinger 也是「哈佛成年人發展研究」的指導者（該研究是史上持續時間數一數二的成年人生命研究），並曾榮獲多個教學和研究獎項。他關於哈佛研究的 TED 演講是有史以來觀看次數最高的 10 個 TED 演講之一。他曾榮獲美國精神醫學學會、哈佛大學醫學院，以及麻省精神醫學學會頒發的獎項，並持續躋身美國最優秀醫生的行列。 

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Robert Waldinger is a psychiatrist, psychoanalyst and Zen priest who has written numerous scientific papers and two books on what science can teach us about healthy human development. As a clinical professor of psychiatry at Harvard Medical School, Waldinger directs the Harvard Study of Adult Development, one of the longest-running studies of adult life ever done. His TED talk on the Harvard study is one of the 10 most viewed TED talks of all time. He has won awards from the American Psychiatric Association, Harvard Medical School and Massachusetts Psychiatric Society, and is consistently named one of the best doctors in America.

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甚麼能令我們快樂？史上最長人生研究帶來的體會

What actually makes us happy? Lessons from the longest study of human life

Dr. Robert Waldinger
會議類型：
主場會議
演講語言：
英文
會議日期：
2025 年 6 月 25 日，星期三
開始時間：
13:00
Wednesday, June 25, 2025
Waldinger
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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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In an era when wealth, fame and high achievement are often glorified as the keys to success, the Harvard Study of Adult Development examines what actually helps people thrive by studying thousands of lives unfolding across nearly a century. Waldinger presents scientific findings about human well-being and how you can utilize these insights in your own personal and professional life.

在這個人們普遍視財富、名譽和超卓成就為成功關鍵的時代，哈佛大學成年人發展研究用了近乎一個世紀的時間，對數以千計對象展開研究，從中評估真正能令人們蓬勃發展的因素。Waldinger 將介紹關乎人類幸福的科學研究成果，並闡釋您如何在個人和職業生活中靈活善用這些見解。

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Yu-Han Wang

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,
入會總年份：
8
內閣會員榮譽：
頂尖會員榮譽：

王予函，藝名王黑貓，國泰人壽區經理，從事保險業 10 年。擅長與人談論內心真實想法、醫療保障及視覺圖像筆記。唯一一份工作就是保險，本科就讀化工系，但更喜歡與人交流。

Yu-Han Wang is the district manager at Cathay Life Insurance. She has 10 years of industry experience and specializes in heart-to-heart conversations, health care coverage and visual note-taking. She holds an undergraduate degree in chemical engineering and enjoys building connections with others.

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用生命影響生命

Influence life by life

Yu-Han Wang
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：
12:30
Sunday, June 22, 2025
Wang
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Persona Íntegra
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語言：
普通話
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Wang shares her tragic story of losing her 50-year-old mother when she was 25 and how this profound loss forced her to confront the fact that life should not be consumed entirely by work, which she is passionate about explaining to others.

從小到大一帆風順，畢業後立即進入保險業，最初幾年生活中只得工作。25 歲時，時年五十的母親突然生病，短短兩年就離世。當時備受打擊，讓我直面生活狀態：人生如果只得工作，那登出地球的時候會否很遺憾？

Haiyang Wang

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,
入會總年份：
10
內閣會員榮譽：
1
頂尖會員榮譽：

王海洋，百萬圓桌中國 MCC，曾擔任 2020 年會及全球會議虛擬會議演講者，2023 年百萬圓桌年會焦點會議隊長。CEIBS、PFRM、CFP、RPP。微信影音號中國保險紅人磅第一名。騰訊《2023 年度影音號優秀創作者》和《202 年度影音號優質主播》獎項得主。

Haiyang Wang is an active MDRT member, currently serving on MCC as Area Chair of MDRT China. He holds the No. 1 position among insurance influencers on WeChat video and has received recognition as Tencent's 2023 Outstanding Video Creator and 2023 Quality Video Content Creator.

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善用自媒體，賦能極簡銷售

Leverage social media for minimalist sales

Haiyang Wang
會議類型：
交流區
演講語言：
普通話
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
23:30
Tuesday, June 24, 2025
Wang
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Marketing
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語言：
普通話
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In today's era of self-media, many insurance advisors are using different platforms to share their professional knowledge, empower insurance sales and expand new markets by developing their personal brand. Drawing on his extensive self-media success, Wang shares practical strategies that will benefit MDRT members worldwide.

在自媒體大行其道的今天，很多保險代理人透過塑造個人定位，以不同平台分享保險專業知識、賦能保險銷售、不斷開拓新市場。這次分享將透過演講者在自媒體平台的豐富經驗和豐碩成果，將寶貴實戰技巧分享給廣大百萬圓桌會員。

Haiyang Wang

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,
入會總年份：
10
內閣會員榮譽：
1
頂尖會員榮譽：

Haiyang Wang 是 CEIBS 的認證講師。他在微信影音號「保險網紅」名單位列第一，並曾獲得 2023 傑出影片製作者稱號。他是非常活躍的百萬圓桌會員，多年來曾先後擔任 MCC 和其他百萬圓桌委員會的職務。

Haiyang Wang is a certified lecturer at CEIBS. He ranked first on the WeChat Channels' insurance influencers list and was honored as outstanding video creator in 2023. He is an active MDRT member, having served on MCC and other MDRT committees over the years.

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小組研討：經營統一的顧問品牌

Panel discussion: Managing a unified advisor brand

Haiyang Wang
會議類型：
焦點會議
演講語言：
普通話
會議日期：
2025 年 6 月 25 日，星期三
開始時間：
9:30
Wednesday, June 25, 2025
Wang
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語言：
普通話
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Through real-life case studies, this panel explores how advisors can establish a professional image from multiple perspectives, master strategies for online and offline brand synergetic development, and create personal brand value.

透過真實案例，探討顧問如何從多個方面著手建立專業形象，掌握線上線下品牌協同發展策略，建立個人品牌價值。

Wang Jinghuan

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,
入會總年份：
15
內閣會員榮譽：
11
頂尖會員榮譽：
1

Wang Jinghuan 加入金融服務業已有 20 個年頭，專長是退休規劃。Jinghuan 擁有工程學本科學歷，目前在 Sino-Us United MetLife Insurance Co. Ltd. 任職高級人壽保險規劃主管。她連續 18 年入圍 CEOCUP，並曾參與多場全球峰會。

Wang Jinghuan has been in the financial services profession for 20 years, specializing in retirement planning. With a bachelor’s degree in engineering, Jinghuan currently serves as senior life insurance planning director at Sino-US United MetLife Insurance Co. Ltd. She achieved 18 consecutive years of CEOCUP and has participated in multiple global summits.

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透過養老規劃實現連續 11 年 COT

Achieving 11 consecutive years of Court of the Table through retirement planning

Wang Jinghuan
會議類型：
焦點會議
演講語言：
普通話
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
13:30
Tuesday, June 24, 2025
Wang Jinghuan
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語言：
普通話
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Based on the aging trend in China and lessons from Japan's experience, Wang Jinghuan explores how tailored services and personalized planning can effectively meet clients' retirement needs while emphasizing the value of long-term investments.

基於中國老齡化趨勢和日本案例，分享如何透過精準服務和個人化規劃，滿足客戶養老需求，理解長期投資價值。

Shane E. Westhoelter, AEP, CLU

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,
入會總年份：
14
內閣會員榮譽：
13
頂尖會員榮譽：
10

。

Shane E. Westhoelter, AEP, CLU, started going door to door to build a client base in 1988. Now, as founder and CEO of Gateway Financial Advisors Inc., he oversees 180 offices, 230 producers, USD 4 billion in assets and more than USD 30 million in revenue. He has spoken at several MDRT events as well as internationally on sales training, motivational leadership and visionary topics, and is a frequent contributor to industry publications.

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How to build a business that generates USD 30 million income annually

Shane E. Westhoelter, AEP, CLU
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：
15:00
Monday, June 23, 2025
Westhoelter
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語言：
英文
日文
西班牙文
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How can  anyone go from selling door to door to building a national brand that earns  USD 30 million each year? Westhoelter explains how to know which clients to  keep and which to give up, how to attract and empower the right people, and  more key strategies to drive enormous ongoing success.

Wong Hui Delia

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,
入會總年份：
14
內閣會員榮譽：
2
頂尖會員榮譽：

Wong Hui Delia has been in the financial services profession for 21 years, specializing in estate planning. Known as the “dream protector” by the many families she works with, her value proposition is to build strong, close-knit relationships with her clients.

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5 steps to develop a value-driven sales process

Wong Hui Delia
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：
14:00
Sunday, June 22, 2025
Wong Hui Delia
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Gestión de Negocios
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語言：
英文
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How can you establish yourself as a trusted advisor by communicating your values? Wong Hui Delia illustrates techniques that can improve relationships with clients and create a consistent stream of referrals.

Xia Wu

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入會總年份：
11
內閣會員榮譽：
頂尖會員榮譽：

吳瑕，入行 10 年，帶領團隊共同服務 2,000 名客戶，提供百億人壽保額。LIMRA 認證，學士學歷。

Xia Wu has 10 years of industry experience and leads a team serving 2,000 clients with billions in life insurance coverage. She has the LIMRA certification and a bachelor's degree.

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失敗不是結果，而是銷售的開始

Failure is not the end, but the beginning of sales

Xia Wu
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：
13:00
Sunday, June 22, 2025
Wu
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Marketing
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語言：
普通話
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While setbacks are an inevitable part of the sales process, they represent just one component of the broader journey. Wu suggests other aspects include adjusting your mindset in the face of rejection, making demand-oriented responses to challenges and utilizing KYC analysis tools for review.

銷售過程中往往遭遇很多挫折，但這只是銷售全過程的其中一個環節，做好面對失敗的心理調整、需求導向式應對失敗、運用客戶分析表 KYC 工具進行復盤排查。

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