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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。 

Joseph Jordan

New York
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NY
,
USA
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Joseph Jordan 是一名勵志演講者、行為金融學專家，也是得獎書籍《活出顯赫人生》(Living a Life of Significance) 的作者，該書已賣出超過 150,000 冊，並翻譯成五種語言。Jordan 曾在 28 個國家/地區，為超過 40 萬名金融服務專業人士進行數百場演講，他也是 2023 John Newton Russell 紀念獎的得主；該獎項是保險業表彰優秀人壽保險服務的至高殊榮。

Joseph Jordan is an inspirational speaker, behavioral finance expert and author of the award-winning book “Living a Life of Significance,” which has sold more than 150,000 copies and is translated into five languages. Jordan has given hundreds of presentations to more than 400,000 financial services professionals in 28 countries around the world and was the recipient of the 2023 John Newton Russell Memorial Award, the highest honor accorded by the insurance industry for outstanding services to the institution of life insurance.

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使命為本的退休規劃

Purpose-driven retirement planning

Joseph Jordan
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：
15:00
Tuesday, June 24, 2025
Jordan
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語言：
英文
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Clients need help both planning for their financial future and preparing for a retirement filled with meaning and purpose. Jordan shares why financial planning is becoming more like life coaching and the six retirement risks clients need your help to address.

客戶需要人協助規劃財務未來，也需要人協助為有意義的退休生活做好準備。Jordan 將分享為何理財規劃現已變得越來越像生涯指導，以及客戶需要您協助解決的六大退休風險。

Luis Arturo Juárez Morales

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,
入會總年份：
13
內閣會員榮譽：
12
頂尖會員榮譽：
10

Luis Arturo Juárez Morales has 25 years of experience in finance and business. He has worked for various consulting firms, financial groups and private investment fund companies throughout his career. Currently, he is the founder and managing partner of ARPRO Family Office, a firm that specializes in insurance and manages the wealth of hundreds of clients. Additionally, Juárez Morales has been a speaker on financial and wealth management topics at forums within the insurance profession.

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How to grow your business by 10

Luis Arturo Juárez Morales
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2025 年 6 月 22 日，星期日
開始時間：
11:30
Sunday, June 22, 2025
Juárez Morales
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Asesoría a Clientes
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語言：
西班牙文
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Juárez Morales discusses ways to grow your business while maintaining a flat structure and minimizing expenses to achieve greater profitability.

Daisuke Kabata

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入會總年份：
11
內閣會員榮譽：
頂尖會員榮譽：

Daisuke Kabata is an advisor at Lifeguard Japan Co. Ltd. and an active MDRT member. With 26 years of experience in the field, Kabata specializes in life insurance consulting, real estate advice, and property and casualty insurance. Before joining the business, he worked in the trading division of a medical equipment manufacturer.

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Panel discussion: How to turn the threat of AI into opportunities and build strong relationships with your clients

Daisuke Kabata
會議類型：
焦點會議
演講語言：
日文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
15:00
Tuesday, June 24, 2025
Kabata
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語言：
日文
No items found.

Learn to build essential relationships as life insurance advisors while continuing to protect clients in the age of AI evolution. The core of our business is to cultivate trust with our policyholders. Two speakers discuss how to earn referrals through policy services, recapturing the enthusiasm you had as a beginner.

Daisuke Kabata, Akiko Kawagoe

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入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Daisuke Kabata is an advisor at Lifeguard Japan Co. Ltd. and an active MDRT member. With 26 years of experience in the field, Kabata specializes in life insurance consulting, real estate advice, and property and casualty insurance. Before joining the business, he worked in the trading division of a medical equipment manufacturer.

Akiko Kawagoe is an executive consultant at FP Partner Inc. She has 32 years of experience and specializes in the insurance business.

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Panel discussion: How to turn the threat of AI into opportunities and build strong relationships with your clients

Daisuke Kabata, Akiko Kawagoe
會議類型：
焦點會議
演講語言：
日文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
15:00
Tuesday, June 24, 2025
Kabata, Kawagoe
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語言：
日文
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Learn to build essential relationships as life insurance advisors while continuing to protect clients in the age of AI evolution. The core of our business is to cultivate trust with our policyholders. Two speakers discuss how to earn referrals through policy services, recapturing the enthusiasm you had as a beginner.

Pakpoom Kaewtrakanwong, FChFP

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入會總年份：
10
內閣會員榮譽：
3
頂尖會員榮譽：

Pakpoom Kaewtrakanwong, FChFP, serves as assistant director of sales with more than a decade of experience. He earned a bachelor’s degree in engineering (second class honors) from Chulalongkorn University and holds prestigious qualifications.

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Tips for mastering the art of persuasion

Pakpoom Kaewtrakanwong, FChFP
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：
13:00
Monday, June 23, 2025
Kaewtrakanwong
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Marketing
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語言：
泰文
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Successful client engagement extends beyond simply offering a product; it requires a thorough understanding of clients’ genuine needs. Kaewtrakanwong explains how the Golden Circle framework strengthens the effectiveness and credibility of your communication: The “why” connects clients emotionally to your offerings; the “how” demonstrates your solutions to address their challenges; and the “what” represents the appropriate product or service.

Ryosuke Kambara

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入會總年份：
13
內閣會員榮譽：
4
頂尖會員榮譽：

Ryosuke Kambara is an executive life partner at Tokio Marine & Nichido Anshin Life Insurance Company. With more than a decade of experience in the financial services profession, Kambara specializes in working with individuals and corporations and has received his company’s President’s Cup for 12 consecutive years.

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Continue to excel as a life insurance specialist

Ryosuke Kambara
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：
13:30
Monday, June 23, 2025
Kambara
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語言：
日文
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Sometimes things do not go well despite your commitment to doing a good job. Kambara shares his story on how the outcome will depend on your reaction in that situation.

Diana Kander

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入會總年份：
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Diana Kander 是《紐約時報》暢銷書作者兼創新顧問，職業生涯大部分時間都在顛覆既有假設，提出格局宏大的疑問。8 歲時以難民身份逃到美國的 Kander，是一名事業有成的連續創業家，曾出售價值數百萬美元的產品和服務。她首本著作先後獲過百間大學的創新課程採用，也有無數組織以之來協助員工培養創業家思維；至於她的第二本著作，則描述了在組織內部維持好奇心，最終令業務抵受其未來挑戰的方法。

Diana Kander is a New York Times bestselling author and innovation consultant who has spent her career challenging assumptions and asking big questions. A serial entrepreneur who entered the U.S. as a refugee at the age of 8, Kander has sold millions of dollars’ worth of products and services. Her first book has been used by more than 100 universities in their innovation courses as well as by organizations to help their employees think more like entrepreneurs, while her second book describes a methodology to keep curiosity alive inside of an organization, ultimately future-proofing the business.

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釋放內心的創新者

Unlock the innovator within

Diana Kander
會議類型：
主場會議
演講語言：
英文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
8:00
Tuesday, June 24, 2025
Kander
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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 think creatively, adapt quickly and reimagine your business? Kander shares actionable strategies to stay ahead in a competitive market and make an even greater impact in your field. "

"您可知道如何發揮創意思維、迅速適應環境，並重新塑造您的業務？Kander 將分享一些實戰策略，讓您在競爭劇烈的市場中保持領先優勢，並於您的所屬領域締造更大影響力。 "

Aaron Kane, B Bus, AFA

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,
入會總年份：
11
內閣會員榮譽：
9
頂尖會員榮譽：
7

Aaron Kane, B Bus, AFA, is a second-generation financial advisor and director of EK Financial Group, a family-owned firm founded by his father. With two decades of experience, Kane began working in the family business when he was 21. He has played a key role in transforming EK Financial Group into a highly efficient, profitable firm, combining cutting-edge strategies with the personal touch his family business is known for. An active MDRT member who is passionate about innovation and growth, Kane enjoys mentoring young advisors aspiring to qualify for MDRT .

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5 traits of a profitable advisory firm

Aaron Kane, B Bus, AFA
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：
11:30
Sunday, June 22, 2025
Kane
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Gestión de Negocios
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語言：
英文
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Drawing on 20 years of experience, Kane outlines five traits that drive profitability, including automating systems, implementing a consistent pricing policy, outsourcing, surveying clients and engaging a business coach. Gain actionable steps to streamline your operations, enhance client satisfaction and boost your firm’s financial success.

Aaron Kane, B Bus, AFA

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,
入會總年份：
11
內閣會員榮譽：
9
頂尖會員榮譽：
7

Aaron Kane, B Bus, AFA, is a second-generation financial advisor and director of EK Financial Group, a family-owned firm founded by his father. With two decades of experience, Kane began working in the family business when he was 21. He has played a key role in transforming EK Financial Group into a highly efficient, profitable firm, combining cutting-edge strategies with the personal touch his family business is known for. An active MDRT member who is passionate about innovation and growth, Kane enjoys mentoring young advisors aspiring to qualify for MDRT.

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

Aaron Kane, B Bus, AFA
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
Kane
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This is some text inside of a div block.
語言：
英文
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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.

Hyeon Ho Kang

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,
入會總年份：
18
內閣會員榮譽：
10
頂尖會員榮譽：
2

Hyeon Ho Kang has 22 years of experience as a financial services advisor. Utilizing excellent communication skills and expertise accumulated from his experience as a cram school instructor, Kang strives to provide clients with optimized retirement income solutions. He has won numerous awards, obtained retirement-related qualifications and is currently preparing a doctoral dissertation on retirement asset management.

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How are you preparing for your retirement income solutions?

Hyeon Ho Kang
會議類型：
焦點會議
演講語言：
韓文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
13:30
Tuesday, June 24, 2025
Kang
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This is some text inside of a div block.
語言：
韓文
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Learn innovative retirement income strategies tailored to the changing financial environment. Kang shares how to build a customized portfolio that integrates investment, tax optimization and income distribution, and shares practical solutions for sustainable retirement income generation. You can strengthen your differentiated retirement planning capabilities beyond traditional methods.

Akiko Kawagoe

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,
入會總年份：
16
內閣會員榮譽：
9
頂尖會員榮譽：
1

Akiko Kawagoe is an executive consultant at FP Partner Inc. She has 32 years of experience and specializes in the insurance business.

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Panel discussion: How to turn the threat of AI into opportunities and build strong relationships with your clients

Akiko Kawagoe
會議類型：
焦點會議
演講語言：
日文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
15:00
Tuesday, June 24, 2025
Kawagoe
This is some text inside of a div block.
This is some text inside of a div block.
語言：
日文
No items found.

Learn to build essential relationships as life insurance advisors while continuing to protect clients in the age of AI evolution. The core of our business is to cultivate trust with our policyholders. Two speakers discuss how to earn referrals through policy services, recapturing the enthusiasm you had as a beginner.

Carol Kheng, ChFC

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,
入會總年份：
27
內閣會員榮譽：
5
頂尖會員榮譽：
4

Carol Kheng，ChFC 是 2025 年度百萬圓桌會長。自 2022 年起，Kheng 曾在百萬圓桌執行委員會擔任多個崗位。她曾在 2019 年任職全球會議項目統籌委員會分副會長，並曾於 2009 年任職百萬圓桌會員資源經營管理分會的分副會長。Kheng 亦曾加入百萬圓桌基金會的受託人董事會，也是百萬圓桌基金會的鑽石騎士。Kheng 是新加坡 Prudential Assurance Company 的資深理財顧問，也是該公司百萬圓桌俱樂部的創會成員兼主席。

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Carol Kheng, ChFC, is the 2025 President of MDRT. Kheng has served in multiple roles on the MDRT Executive Committee since 2022. She previously served as Divisional Vice President for Global Conference Program General Arrangements in 2019 and for MDRT’s Member Resources–Practice Management Division in 2009. Kheng also has served on the Board of Trustees of the MDRT Foundation, for which she is a Diamond Knight. Kheng is a master financial consultant with Prudential Assurance Company Singapore, where she was the founding member and chairperson of its MDRT Club.

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會長致辭

Presidential Address

Carol Kheng, ChFC
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
Kheng
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This is some text inside of a div block.
語言：
英文
日文
韓文
普通話
西班牙文
泰文
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Carol Kheng, ChFC, makes her 2025 Presidential Address.

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Carol Kheng，ChFC 發表 2025 年度會長致辭。

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Weeradet Khongcharoensuk

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入會總年份：
13
內閣會員榮譽：
頂尖會員榮譽：

Weeradet Kongcharoensuk has extensive experience in the life insurance sector, having held roles as both a life insurance advisor executive and an investment advisor. He is also an MDRT Life member, reflecting his commitment to excellence and dedication to serving his clients.

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From 500 per month to 5 million per year

Weeradet Khongcharoensuk
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：
12:30
Monday, June 23, 2025
Khongcharoensuk
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Marketing
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語言：
泰文
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When clients receive exceptional service that prioritizes their safety and well-being, they feel both impressed and deeply satisfied. Khongcharoensuk explains how this satisfaction naturally encourages clients to refer your services to others, helping to expand your client base. Each referral brings in potential clients with the financial capacity to become loyal clients, often surpassing initial expectations and driving long-term growth.

Hye Ok Kim

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入會總年份：
7
內閣會員榮譽：
1
頂尖會員榮譽：

Hye Ok Kim is a representative at MetLife Korea, specializing in life insurance consulting. She has been in the financial services profession for 14 years and has experience with estate planning, policy analysis and solution planning, and inheritance. She holds a Bachelor of Science in information and communication engineering at Youngjin College and won the FP Conference Excellence Award for her accomplishments.

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Cultivating gratitude in pioneering new markets

Hye Ok Kim
會議類型：
交流區
演講語言：
韓文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
11:30
Tuesday, June 24, 2025
Kim
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Marketing
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語言：
韓文
No items found.

Drawing on her experience at a nursing hospital, Kim shares the process of learning the roles and responsibilities of an insurance planner while caring for the insurance coverage needs of nursing care workers. Discover her story of how relationships that started with small, long-term care insurance policies expanded to include families and acquaintances of caregivers.

Márta Borbála Király

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,
入會總年份：
9
內閣會員榮譽：
5
頂尖會員榮譽：
5

Márta Borbála Király has been in the financial services profession for more than a decade. Her practice focuses on providing financial planning to business owners, executives and professionals. She shares her practical ideas at speaking engagements all over the world and is passionate about mentoring fellow financial advisors. Kiraly is also an MDRT Foundation Gold Knight.

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A 3-step magic formula for successful webinars

Márta Borbála Király
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：
15:00
Tuesday, June 24, 2025
Kiraly
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Marketing
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語言：
英文
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Webinars are a powerful tool to deliver your message, entertain your audience and close deals, but preparation is key. Kiraly explains how she attracts attention and delivers impactful webinars to connect with business owners and ensure a steady stream of prospects and successful client engagement.

Márta Borbála Király

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入會總年份：
9
內閣會員榮譽：
5
頂尖會員榮譽：
5

Márta Borbála Király 從事金融服務業已逾十載。她的公司主要為企業東主、行政人員和專業人士提供理財規劃。她常在世界各地的演講活動中分享實踐理念，並熱衷於指導其他理財顧問。Király 也是百萬圓桌基金會的黃金騎士。

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Márta Borbála Király has been in the financial services profession for more than a decade. Her practice focuses on providing financial planning to business owners, executives and professionals. She shares her practical ideas at speaking engagements all over the world and is passionate about mentoring fellow financial advisors. Király is also an MDRT Foundation Gold Knight.

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AI 幫助我挽救生命

AI helped me save a life

Márta Borbála Király
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
Király
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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
No items found.

Initially uninterested in technology, Király discovered how AI, specifically ChatGPT, facilitated her outreach. She shares three practical AI tools — Perplexity.ai for efficient research, Apollo.io for targeted prospecting and Midjourney for stunning visuals — while emphasizing that AI is not only a tool but a vital opportunity to enhance business practices and impact lives.

Király 起初對科技不感興趣，但後來卻發現 Ai（尤其是 ChatGPT）能協助她擴充外展。她將分享三種實用的 AI 工具——用於有效搜尋調查的 Perplexity.ai、用於針對性潛在客戶開發的 Apollo.io，以及用於製作精美視覺材料的 Midjourney——同時她將強調，AI 不單是一種工具，更是令業務給更上一層樓及影響生命的重要機會。

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Ryosuke Kitaguchi

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入會總年份：
16
內閣會員榮譽：
8
頂尖會員榮譽：
2

Ryosuke Kitaguchi represents Prudential Life Insurance Company. He has 22 years of experience and has qualified for his company’s President’s Club Award 18 times. He was formerly employed by Toray Industries Inc.

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Heighten our human skills

Ryosuke Kitaguchi
會議類型：
交流區
演講語言：
日文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
12:00
Monday, June 23, 2025
Kitaguchi
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Persona Íntegra
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語言：
日文
No items found.

To successfully sell intangible products, we must possess strong human qualities. To become a respected, loved and trusted advisor, you need high human skills, including attentiveness, consideration, compassion, kindness and empathy. Kitaguchi explains how highly skilled individuals can perceive certain details that may not be obvious to others. He shares examples of people with “high emotional vision” who are kind and imaginative.

June Rong Rong Koh

Singapore
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,
Singapore
入會總年份：
5
內閣會員榮譽：
1
頂尖會員榮譽：

June Rong Rong Koh joined Prudential Assurance Singapore in 2019 as a financial advisor. A pharmacist by training, Koh combines analytical precision with a passion for client well-being. Her innovative approach to personal branding and client relationships not only propelled her to Court of the Table status in her first year but also significantly improved her mentorship capabilities. As a senior financial services manager, Koh is dedicated to multiplying her impact through guiding other advisors toward success.

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Lighthouse branding: Elevating your practice through your tribe

June Rong Rong Koh
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：
15:00
Tuesday, June 24, 2025
Koh
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語言：
英文
韓文
泰文
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How can you build an authentic personal brand that resonates deeply with your ideal clients? Koh reveals her strategies for attracting and engaging a loyal audience, leveraging social media to amplify your message and implementing best practices that align your brand with your core values, turning casual clients into long-term advocates.

Lizette Kominik Sterling

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入會總年份：
10
內閣會員榮譽：
2
頂尖會員榮譽：

Lizette Kominik Sterling has more than 30 years of experience in the insurance and surety field and has been an insurance advisor for the last 22 years. She holds a degree in marketing, a postgraduate degree in human resources, and is a professor of insurance and surety bonding at the postgraduate level.

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Panel discussion: Boosting your business: Women entrepreneurs transforming the insurance industry

Lizette Kominik Sterling
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：
15:00
Monday, June 23, 2025
Kominik Sterling
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語言：
西班牙文
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Join four dynamic speakers for this inspiring talk, where they will share their transformative journeys through growth, resilience and success. Discover how to adopt a long-term vision to drive your personal and professional transformation and develop habits that empower and help you build a legacy while also learning how to navigate challenges, overcome adversity with love and determination, and live a balanced life in any situation.

Theerawat Korkietanon

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入會總年份：
8
內閣會員榮譽：
2
頂尖會員榮譽：

Theerawat Korkietanon has more than 10 years of experience in the insurance profession. As senior district manager at Allianz Ayudhya since 2015, Korkietanon’s career began in health insurance sales, later expanding to case management and customer service for high-net-worth individuals. After earning a communications degree, he worked at Workpoint for a decade and at an event agency before transitioning to insurance.

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Strategies to grow and diversify the clientele of high-net-worth individuals and prominent figures

Theerawat Korkietanon
會議類型：
焦點會議
演講語言：
泰文
會議日期：
2025 年 6 月 25 日，星期三
開始時間：
9:30
Wednesday, June 25, 2025
Korkietanon
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語言：
泰文
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Clearly communicating the fundamental principles that highlight the value of life insurance helps clients recognize its importance and benefits. Korkietanon shares why this transparency not only reinforces clients’ confidence in your exceptional service but also inspires them to share their positive experiences with others.

Panida Krueawiwattanakul

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入會總年份：
7
內閣會員榮譽：
頂尖會員榮譽：

Panida Krueawiwattanakul served as senior executive vice president at Allianz Ayudhya for eight years, specializing in comprehensive financial planning services for high-net-worth individuals and families. With a diverse professional background that includes roles as a flight attendant, executive in national organizations and entrepreneur, Krueawiwattanakul has received numerous awards throughout her career.

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

Panida Krueawiwattanakul
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
Krueawiwattanakul
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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.

Panida Krueawiwattanakul, Panupon Vungvilai, AFP

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入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Panida Krueawiwattanakul served as senior executive vice president at Allianz Ayudhya for eight years, specializing in comprehensive financial planning services for high-net-worth individuals and families. With a diverse professional background that includes roles as a flight attendant, executive in national organizations and entrepreneur, Krueawiwattanakul has received numerous awards throughout her career.

Panupon Vungvilai, AFP, is the chief executive officer of FWB Life Insurance Public Co. Ltd., where she 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

Panida Krueawiwattanakul, 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
Krueawiwattanakul, Vungvilai
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This is some text inside of a div block.
語言：
泰文
No items found.

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.

Chia-Cheng Kuo

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,
入會總年份：
9
內閣會員榮譽：
3
頂尖會員榮譽：

國泰人壽、處長、18 年、擅長保障型商品、碩士

Chia-Cheng Kuo is director at Cathay Life Insurance. He holds a master’s degree, has 18 years of experience in the financial services profession and specializes in protection products.

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畫圖講保險

Explain insurance through visual storytelling

Chia-Cheng Kuo
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：
13:00
Monday, June 23, 2025
Kuo
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Asesoría a Clientes
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語言：
普通話
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Kuo shares how to make insurance — an important yet complex financial tool — easily understandable by clients.

讓客戶以簡單的方式瞭解保險這項重要但複雜的工具

Sofía Alethia Ledesma Rodriguez

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入會總年份：
6
內閣會員榮譽：
頂尖會員榮譽：

Sofía Ledesma began her career in the financial services industry in 2006 as a retirement expert in Pension Fund Management (AFORE). With over 18 years of experience, this MDRT member has been an agent at Seguros Monterrey New York Life since 2017. Ledesma holds a master’s degree in financial services and insurance and is currently pursuing a degree in economics and finance.

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The power of the mind: Visualization and projection

Sofía Alethia Ledesma Rodriguez
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2025 年 6 月 22 日，星期日
開始時間：
12:30
Sunday, June 22, 2025
Ledesma Rodriguez
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Persona Íntegra
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語言：
西班牙文
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Are you aware of the true power of your thoughts? Ledesma Rodriguez explores the influence of the mind through practical exercises and visualization and projection techniques that can transform your personal and professional life. Learn how to focus your thoughts, visualize your goals, and project your success to achieve your objectives and enhance your overall well-being.

Joo Hwan Lee

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入會總年份：
14
內閣會員榮譽：
5
頂尖會員榮譽：

Joo Hwan Lee has been in the financial services profession for 14 years and currently serves as the branch manager at KMI Asset. His achievements include winning the grand prize at Mirae Asset Life Insurance for nine consecutive years and achieving the No. 1 branch in KMI Asset. Leading a sales organization of 100 people, he demonstrates excellent leadership qualities and speaks on a variety of topics, including whole life insurance, annuities, leadership and organizational management.

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Successful organization management and sales know-how for long-term success

Joo Hwan Lee
會議類型：
焦點會議
演講語言：
韓文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
15:00
Monday, June 23, 2025
Lee
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Coreano
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語言：
韓文
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Lee shares his vivid experiences and know-how of building an organization of more than 100 people from a single mentee and achieving the No. 1 branch in the company and the MDRT Excellence Branch. From new recruit discovery techniques to training processes, organization attrition prevention and problem-solving strategies, Lee provides realistic and detailed information on everything you need for actual organizational management.

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