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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。 

Hyunju Lee

,
,
入會總年份：
3
內閣會員榮譽：
頂尖會員榮譽：

Hyunju Lee joined Kyobo Life Insurance in 2018 and currently serves as a comprehensive asset management specialist. Lee specializes in retirement pension recruitment and is a securities and fund investment solicitation agent. She earned a master’s degree in hotel and tourism studies from Kyung Hee University and worked as a hotelier for more than 15 years prior to joining the financial services profession. Lee has lectured at various universities and was a three-year visiting professor in the practical Japanese language department at Hanyang Women’s University.

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Utilizing MDRT

Hyunju Lee
會議類型：
交流區
演講語言：
韓文
會議日期：
2025 年 6 月 22 日，星期日
開始時間：
12:00
Sunday, June 22, 2025
Lee
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Gestión de Negocios
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語言：
韓文
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How can you grow through MDRT? Lee shares how newsletters, lectures, seminars, domestic and international events, and volunteer work can help you get involved and benefit from numerous areas within MDRT.

Lee Chi-Hsiang, CFP, MSF

,
,
入會總年份：
14
內閣會員榮譽：
6
頂尖會員榮譽：
2

南山人壽保險公司處經理，保險業年資 21 年。國際認證理財顧問，紐約大學與香港科技大學 國際財金碩士。擅長領域：資產傳承、企業保單、個人退休金規劃、個人醫療險與意外險規劃。其他身份包括：活動策劃師、專業演講者；曾在 2023 年百萬圓桌新加坡全球會議上以英文演講，亦曾在 2021 年中華台灣百萬圓桌日進行中文演講。

Lee Chi-Hsiang, CFP, MSF, is the manager at Nanshan Life Insurance Company. With 21 years of experience in the insurance profession and a master's degree in international finance from NYU-HKUST, Lee Chi-Hsiang is an internationally certified financial advisor who specializes in asset inheritance, business insurance policies, personal retirement planning and comprehensive insurance solutions. He is an active MDRT member and has experience as an event planner and professional speaker.

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建立您的保險生活圈

Build your insurance life circle

Lee Chi-Hsiang, CFP, MSF
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：
14:30
Tuesday, June 24, 2025
Lee Chi-Hsiang
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Marketing
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語言：
普通話
No items found.

Lee Chi-Hsiang shares the importance of building a distinctive insurance life circle by creating your personal insurance network through organized events and how crucial the operations are before, during and after an event.

建立獨一無二的保險生活圈，會員將在我的分享中收穫：1. 建立保險生活圈能帶給壽險事業的好處 2. 如何透過舉辦活動建立個人保險生活圈 3. 舉辦活動前中後期的關鍵操作 。

Lee Chi-Hsiang, CFP, MSF

,
,
入會總年份：
14
內閣會員榮譽：
6
頂尖會員榮譽：
2

Lee Chi-Hsiang，CFP、MSF 擁有 21 年保險從業經驗，並持有國際金融碩士學位。身為 Nan Shan Life 的分區經理，他擅長資產繼承規劃、企業保單和個人退休規劃，以及個人、醫療和意外保險規劃。

Lee Chi-Hsiang, CFP, MSF, has 21 years of experience in the insurance profession and holds a master’s degree in international finance. As a division manager at Nan Shan Life, he specializes in asset inheritance planning, corporate insurance policies and personal retirement planning as well as individual, medical and accident insurance planning.

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小組研討：經營統一的顧問品牌

Panel discussion: Managing a unified advisor brand

Lee Chi-Hsiang, CFP, MSF
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
Lee Chi-Hsiang
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This is some text inside of a div block.
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。

Jane Lim

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,
入會總年份：
3
內閣會員榮譽：
頂尖會員榮譽：

Jane Lim is the founder and director of Prosper Financial Planning Pty Ltd, with over 15 years of international experience in the financial services industry. She is deeply committed to empowering individuals to achieve financial freedom by building financial resilience. Jane’s extensive background in financial planning, coupled with a Master’s degree in Business Administration and Applied Finance, gives her a unique perspective on how to approach adversity. Her expertise and passion for guiding clients through life’s toughest moments have made her a trusted voice in the financial world.

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Turning adversity into advantage: Mastering resilience in work and life

Jane Lim
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
Lim
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Persona Íntegra
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語言：
英文
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We all face adversity—it's an inevitable part of both our personal and professional journeys. But when life throws its toughest challenges your way, how will you respond? Will you let it break you, or will you transform it into a powerful catalyst for growth? In this empowering session, Jane Lim will share actionable strategies to help you not only navigate adversity but to harness it as a source of strength. Learn how to build resilience, cultivate a mindset that thrives under pressure, and turn life's inevitable setbacks into stepping stones towards greater success. Whether it's a career crisis, personal setback, or business struggle, this session will equip you with the tools to not just survive, but to flourish through any challenge life throws your way.

Bernard Lim

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

Bernard Lim 在金融服務行業擁有逾 30 載經驗，尤其擅長遺產規劃。他曾在全球各地培訓出逾 10,000 名金融專業人士，也曾指導許多百萬圓桌會員。Lim 持有新加坡國立大學的榮譽學士學位，也是亞洲和中東地區高淨值活動的演講常客。

Bernard Lim has more than 30 years of experience in the financial services profession, specializing in estate and legacy planning. He has trained more than 10,000 financial services professionals globally and has mentored many MDRT members. Lim holds an upper honors degree from the National University of Singapore and is a frequent speaker at high-net-worth events in Asia and the Middle East.

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遺產規劃革命：當人類智慧邂逅人工智能

The estate planning revolution: Where human wisdom meets artificial intelligence

Bernard Lim
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：
11:00
Wednesday, June 25, 2025
Lim
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語言：
英文
普通話
西班牙文
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In an increasingly complex landscape, delivering exceptional estate planning services to affluent clients demands reinvention. Learn Lim’s simple yet powerful model to amplify your relevance by masterfully guiding conversations, injecting high value and unlocking new opportunities, including harnessing the capabilities of AI as an indispensable ally.

隨著社會環境日益複雜，要為富裕客戶提供卓越的遺產規劃服務，就需要大刀闊斧的改革。學習 Lim 簡單而有效的方法，以大師級技巧引導對話、注入高價值和解鎖新機遇，從而擴展您的相關性，其中包括善用 AI 功能，將它變成您不可或缺的盟友。

Lin Bin

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,
入會總年份：
9
內閣會員榮譽：
2
頂尖會員榮譽：

中國平安人壽保險銷售經理，從業 9 年，擅長客戶轉介紹、客戶檔案管理、採訪式招募、團隊經營管理。曾獲深圳市百強壽險精英輸入、中保協優秀青年大學生保險營銷員。雪城大學管理學碩士。

Lin Bin is a sales manager at China Ping An Life Insurance. He has nine years of industry experience and specializes in client referrals, file management, interview-based recruitment and team management. He holds a master’s degree in management from Syracuse University and has been recognized as one of Shenzhen's Top 100 Life Insurance Elite and Outstanding Young College Student Insurance Salesperson by the China Insurance Association.

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升級檔案管理以高效簽單

Improve file management for efficient sales closure

Lin Bin
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：
11:30
Monday, June 23, 2025
Lin Bin
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Gestión de Negocios
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語言：
普通話
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In addition to daily operations, client relationship management also includes advanced file management. Lin Bin explains how the efficiency-focused system has evolved over the years to help teams achieve high conversion rates, enhance referral success and streamline workflows — enabling first-year advisors to qualify for MDRT.

客戶關係管理不止是日常經營，還包括如何做好檔案管理，多年來考慮到工作效率，持續開發及升級檔案管理方式，協助自己與團隊實現簽單高轉化率並提高轉介紹概率，完善工作流程，讓新人首年便入圍百萬圓桌。

Lin Bin

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,
入會總年份：
9
內閣會員榮譽：
2
頂尖會員榮譽：

Lin Bin 加入金融服務業已有九個年頭。身為 Ping An Life Insurance Co. 的銷售經理，Bin 尤其擅長客戶轉介紹、客戶檔案管理、面試招聘和團隊領導，並曾榮獲他所在公司的百大人壽保險精英榮譽。

Lin Bin has been in the financial services profession for nine years. As sales manager at Ping An Life Insurance Co., Bin excels at client referrals, client file management, interview-based recruitment and team leadership, and was recognized as one of the top 100 life insurance elites at his company.

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升級檔案管理高效簽單

Upgraded file management for efficient closing

Lin Bin
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：
15:00
Tuesday, June 24, 2025
Lin Bin
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This is some text inside of a div block.
語言：
普通話
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Gain insight from Lin Bin as he shares how to improve the closing rate and referral success rate through systematic client file management as well as how to master efficient file management methods.

如何透過系統化的客戶檔案管理，提升簽單率和轉介紹成功率。掌握高效檔案管理方法，瞭解從新人到百萬圓桌的成長路徑。

Simon D. Lister, Dip PFS

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,
入會總年份：
18
內閣會員榮譽：
18
頂尖會員榮譽：
15

Simon D. Lister，Dip PFS 是 2025 年百萬圓桌獲提名人。2021 年，他曾擔任頂尖會員分會全球理事會成員及顧問委員會主席，目前則擔任年會會議籌備部門的全球理事會成員。他亦曾擔任會員交流委員會分會區域主席。他也是百萬圓桌基金會的「白金騎士」和核心集團的成員。Lister 是一名獨立理財規劃師兼 ML Financial Associates 的董事總經理，擅長退休規劃工作。

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Simon D. Lister, Dip PFS, is the 2025 Nominee of MDRT. In 2021, he served as Global Council Member and Advisory Board Chair of the Top of the Table Division and currently serves as Global Council Member of the Annual Meeting Program Development Division. He also served as Area Chair of the Membership Communications Division. He is a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. Lister is an independent financial planner and managing director with ML Financial Associates, where he specializes in retirement planning.

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獲提名人任命致辭

Nominee Acceptance Speech

Simon D. Lister, Dip PFS
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
Lister
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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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Simon D. Lister, Dip PFS, formally accepts the nomination to become the newest member of the Executive Committee.

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Simon D. Lister，Dip PFS 正式接受提名，將成為執行委員會的最新成員。

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Fang Yu Lo

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,
入會總年份：
8
內閣會員榮譽：
2
頂尖會員榮譽：
1

國泰人壽保險股份有限公司，年資 14 年 4 個月，擅長稅務規劃與資產傳承，公司百萬圓桌大使、CCPI 講師，持有大學學位。

Fang Yu Lo has 14 years of experience at Cathay Life Insurance Co. Ltd., specializing in tax planning and asset inheritance. She is her company's MDRT ambassador and CCPI lecturer.

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用 3S 經營品牌提升促約力

Leverage the 3S system for enhanced performance

Fang Yu Lo
會議類型：
交流區
演講語言：
普通話
會議日期：
開始時間：
14:00
Tuesday, June 24, 2025
Lo
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Persona Íntegra
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語言：
普通話
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Lo explains how to leverage the 3S strategy (sports, study, social media) to build your personal brand and optimize client outreach for more effective appointment conversions.

運用 3S（Sports、Study、Social media）提升個人品牌形象，達到精準拜訪及高效促約能力。

Anthony J. Longley, LUTCF, IFA

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,
入會總年份：
22
內閣會員榮譽：
1
頂尖會員榮譽：

Anthony J. Longley, LUTCF, IFA, has been in the financial services profession for 40 years. He is an MDRT Foundation Gold Knight and currently serves as an executive financial services representative at Colina Insurance Ltd., where he has been recognized locally and globally for sales achievement and conservation.

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The power of mentoring for both mentors and mentees

Anthony J. Longley, LUTCF, IFA
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：
13:30
Tuesday, June 24, 2025
Longley
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Gestión de Negocios
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語言：
英文
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While mentorship provides mentees with a pillar of support, offering knowledge, insight, fresh perspective and wisdom, mentors learn new information and innovations from the mentee and refine and revitalize existing skills that may have become dormant. Highlighting the mutual respect and lasting relationship between mentors and mentees, Longley shares the advantages of enrolling in the MDRT Mentoring Program and its flexibility and vast resources.

Maria Teresa López Alcala, LUTCF, FSS

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,
入會總年份：
12
內閣會員榮譽：
2
頂尖會員榮譽：

Maria Teresa López Alcala, LUTCF, FSS, has been in the financial services profession for 13 years and has received multiple awards for her performance at Seguros Monterrey New York Life. López Alcala specializes in life insurance under the Whole Person concept, is currently the MDRT Country Chair for Mexico and has served on various MDRT committees such as PGA and MCC

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Promises fulfilled, lifelong clients

Maria Teresa López Alcala, LUTCF, FSS
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：
11:30
Monday, June 23, 2025
López Alcala
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Asesoría a Clientes
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語言：
西班牙文
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López Alcala explains why the maturity of a client's plan can serve as the foundation for a broader protection strategy, enabling you to create a legacy that spans generations within a niche market. Discover how she has successfully expanded her client portfolio, increased her premium sizes, retained her clients, secured referrals and, most importantly, ensured that many families remain protected.

Varisa Maneetavat

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,
入會總年份：
5
內閣會員榮譽：
5
頂尖會員榮譽：
1

Varisa Maneetavat is a certified financial advisor and senior area manager at Krungthai AXA Life Insurance Co. She has six years of experience in the financial services profession, specializes in life insurance and holds a bachelor’s degree in pharmacy.

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Establishing an eco-friendly digital marketplace for the emerging generation

Varisa Maneetavat
會議類型：
焦點會議
演講語言：
泰文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
13:30
Tuesday, June 24, 2025
Maneetavat
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This is some text inside of a div block.
語言：
泰文
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Two speakers explain how understanding the perspectives, sentiments and demands of millennials helped them establish a systematic, tangible and non-face-to-face marketing strategy that successfully attracted more than 400 clients.

Varisa Maneetavat, Kallaya Puangkingkaew

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,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Varisa Maneetavat is a certified financial advisor and senior area manager at Krungthai AXA Life Insurance Co. She has six years of experience in the financial services profession, specializes in life insurance and holds a bachelor’s degree in pharmacy.

Kallaya Puangkingkaew serves as the center manager at Thai Life Insurance Public Co. Ltd., bringing more than 16 years of professional experience to her role. Puangkingkaew graduated with a bachelor’s degree with honors, and she has an extensive background in finance and accounting. She actively contributes as a company spokesperson for various initiatives, playing a pivotal role in generating 90% of the company's sales through unconventional channel, and has been the recipient of numerous accolades.

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Establishing an eco-friendly digital marketplace for the emerging generation

Varisa Maneetavat, Kallaya Puangkingkaew
會議類型：
焦點會議
演講語言：
泰文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
13:30
Tuesday, June 24, 2025
Maneetavat, Puangkingkaew
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This is some text inside of a div block.
語言：
泰文
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Two speakers explain how understanding the perspectives, sentiments and demands of millennials helped them establish a systematic, tangible and non-face-to-face marketing strategy that successfully attracted more than 400 clients.

Sneha Prakash Manjrekar, BA

Mumbai
,
,
India
入會總年份：
4
內閣會員榮譽：
2
頂尖會員榮譽：

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

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Panel discussion: Unity in diversity

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

Karolos Vasiliou Markouizos Sr., RPS, EBC

Athens
,
,
Greece
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Karolos Vasiliou Markouizos Sr., RPS, REBC, has worked in the financial services profession for 31 years. He specializes in life insurance, retirement, health insurance, and group insurance. Has been recognized many times for his outstanding annual production by his company.

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7 simple, game-changing actions for your relationships with clients

Karolos Vasiliou Markouizos Sr., RPS, EBC
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：
12:30
Tuesday, June 24, 2025
Markouizos Sr.
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Marketing
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語言：
英文
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Many critical actions can enhance trust with clients while fostering further interactions and long-term cooperation. Markouizos provides real-life case studies to demonstrate how these actions can improve your productivity and success.

Alfredo Roberto Martínez Cantu

,
,
入會總年份：
15
內閣會員榮譽：
8
頂尖會員榮譽：
1

Alfredo Martínez is a successful insurance professional agent at Seguros Monterrey New York Life.

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From prospect to client: The art of effective follow-up

Alfredo Roberto Martínez Cantu
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：
12:00
Sunday, June 22, 2025
Martínez Cantu
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Asesoría a Clientes
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語言：
西班牙文
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What are the keys to good relationships with prospects and clients? Martínez Cantu explains how to stay in touch with prospects without being pushy, allowing them the space they need until they are ready to purchase, and how to keep your promises once they have become your clients. He also shares his best order and management strategies to ensure no client is overlooked.

Kelli J. McCauley

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Kelli J. McCauley is an executive coach, leadership consultant and expert on scaling sales teams. Known for her experiential, high-potential leadership programs, McCauley has helped hundreds of graduates from these initiatives move into high-level sales leadership roles with various companies. With more than 20 years of impacting clients’ leadership effectiveness to increase sales, driving measurable advisor retention and improving bottom-line results, McCauley is dedicated to helping leaders scale their businesses.

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Purpose, people and profit: How top leaders inspire excellence

Kelli J. McCauley
會議類型：
全球服務
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
McCauley
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語言：
英文
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Discover the science, art and practical steps to create a high-performing practice, sales team or home office culture. McCauley shares actionable tools to immediately lead with purpose and inspire excellence, whether you’re just starting out or aiming to take your success to the next level.

Kelli J. McCauley

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入會總年份：
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頂尖會員榮譽：

Kelli J. McCauley is an executive coach, leadership consultant and expert on scaling sales teams. Known for her experiential, high-potential leadership programs, McCauley has helped hundreds of graduates from these initiatives move into high-level sales leadership roles with various companies. With more than 20 years of impacting clients’ leadership effectiveness to increase sales, driving measurable advisor retention and improving bottom-line results, McCauley is dedicated to helping leaders scale their businesses.

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Panel discussion: Inspire, lead and grow your agency team

Kelli J. McCauley
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
McCauley
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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.

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Kelli J. McCauley, Godofredo III Batas Peteza, Yolen Sada, Gwendolyn Tan, BSc (Hons) ChFC®/S

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入會總年份：
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頂尖會員榮譽：

Kelli J. McCauley is an executive coach, leadership consultant and expert on scaling sales teams. Known for her experiential, high-potential leadership programs, McCauley has helped hundreds of graduates from these initiatives move into high-level sales leadership roles with various companies. With more than 20 years of impacting clients’ leadership effectiveness to increase sales, driving measurable advisor retention and improving bottom-line results, McCauley is dedicated to helping leaders scale their businesses.

Godofredo Batas Peteza III is a branch manager at Pru Life UK in the Philippines. He holds a bachelor’s degree in information technology and has been in the financial services profession for 10 years, serving as a leader for six years. Specializing in financial planning, wealth management and high-net-worth clients, Peteza has helped his team of 130 financial advisors and three agency leaders achieve top awards, including for the highest activity and MDRT ratio versus total manpower.

Yolen Sada has been in the financial services profession for 12 years, serving as a leader for the past 11 years. As a sales director at her own firm with Prudential Seguros Mexico S.A., Sada specializes in sales, leadership and mindset while managing a team of 45 advisors and managers. She has received many awards for recruiting and sales, and her previous experience includes running her own jewelry brand.

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

Kelli J. McCauley, Godofredo III Batas Peteza, Yolen Sada, 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
McCauley, Peteza, Sada, 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.

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Thomas R. McCoy, CLTC

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入會總年份：
32
內閣會員榮譽：
7
頂尖會員榮譽：

Thomas R. McCoy，CLTC 於 1982 年投身金融服務業。他在 M&E Catalyst Group 任職顧問，並擁有工商管理學士學位。McCoy 曾在百萬圓桌擔任多個領導職位，目前任職 PGA 全球理事會成員，同時也是百萬圓桌基金會的「神劍騎士」。他屢屢擔任慈善崗位，為公益事業貢獻良多，並竭誠投身社區服務，包括支持申請一筆基金會資助金，協助重建菲律賓遭受颱風 Yolanda 摧毀的八間房屋。 

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Thomas R. McCoy, CLTC, began his financial services career in 1982. He is an advisor with M&E Catalyst Group and holds a Bachelor of Arts in business administration. McCoy has held various leadership positions within MDRT, currently serving as Global Council Member of PGA, and is an Excalibur Knight of the MDRT Foundation. His numerous philanthropic roles and contributions exemplify his dedication to community service, including securing a Foundation grant that funded reconstruction of eight homes destroyed by Typhoon Yolanda in the Philippines.

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「卓越首航」會議

Launch to Excellence

Thomas R. McCoy, CLTC
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
McCoy
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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.

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。

Juli Y. McNeely, CFP, CLU

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18
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8
頂尖會員榮譽：
5

Juli Y. McNeely, CFP, CLU, grew up in the financial services profession, watching her mother and father serve clients. She currently is an owner at Financial Clarity by Design, an independent firm founded by her father, while also growing her personal coaching practice, Juli McNeely Consulting LLC. She became NAIFA’s first female president in 2014 and was awarded the WIFS Woman of the Year award in 2015. In 2016, McNeely released “No Necktie Needed: A Woman’s Guide to Success in Financial Services.”

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Attaining and maintaining Top of the Table production

Juli Y. McNeely, CFP, CLU
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：
13:30
Monday, June 23, 2025
McNeely
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語言：
英文
日文
韓文
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Hear from Top of the Table members as they share their keys to sustainable success in the financial services profession. Learn the types of clients they pursue, how their practices have grown and evolved, and ways they have implemented MDRT’s Whole Person concept into their lives — all while achieving Top of the Table production every year. The session will be moderated by 2025 Top of the Table Divisional Vice President of Member Engagement, Juli Y. McNeely, CFP, CLU.

Jazmín Veneranda Medrano Torres, APA

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1
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Jazmín Veneranda Medrano Torres has seven years of experience as an insurance agent at Seguros Monterrey New York Life. She holds a bachelor’s degree in law and international affairs, and has served as a family court defender, a court clerk in a family court and as a government officer. With specialties in major medical expenses and retirement plans, Medrano Torres has received recognition for her accomplishments, such as being the Grand Diamond and Three Diamond Convention winner for major medical expenses and Two Diamond Convention winner for all insurance lines.

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Panel discussion: Foolproof strategies for countless referrals

Jazmín Veneranda Medrano Torres, APA
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：
13:30
Sunday, June 22, 2025
Medrano Torres
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Gestión de Negocios
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語言：
西班牙文
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Corella Gastelum and Medrano Torres share some foolproof techniques to increase the raw material of every advisor: referrals.

Holly Xiao Yan Miao Brain

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入會總年份：
8
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頂尖會員榮譽：

Holly Miao，管理學碩士和法學碩士，陽光人生金融公司創辦人，鼎盛財富管理公司聯合創辦人兼行政總裁，10 年從業經驗。在 2022 和 2023 年照亮夜空慈善捐款活動中獲得保險行業個人組第一名，全國個人組籌款第一名

Xiao Yan Holly Miao is the founder of Sunnylife 1618 Financial Inc., and the co-founder and CEO of Sunnylife Prosperity. With master’s degrees in management and law, Miao has 10 years of experience in the financial services profession and has received multiple awards for her accomplishments.

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小組研討：經營統一的顧問品牌

Panel discussion: Managing a unified advisor brand

Holly Xiao Yan Miao Brain
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
Miao Brain
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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。

Jun Mikawa

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入會總年份：
14
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Jun Mikawa has a 15-year career with Prudential Life Insurance Company, Japan, and holds a degree in political science from Keio University School of Law. He previously worked for Fujitsu Ltd. and has received many accolades for his accomplishments, including the President’s Cup Award and Branch Core Value Award among others.

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A repeatable and adoptable prospecting method

Jun Mikawa
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：
13:30
Tuesday, June 24, 2025
Mikawa
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語言：
日文
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Prospecting is perhaps the most important, yet challenging, aspect of the life insurance business. Mikawa explains how to develop worksite markets and build trusting relationships with accountants and tax advisors as centers of influence, establishing a repeatable prospecting method that you can adopt quickly.

Paul Milbourne

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入會總年份：
4
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3
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Paul Milbourne is the owner of Milbourne Insurance Solutions, a specialist insurance advice firm that provides financial security through personal insurance contracts for business owners and executives. As a leading life risk advisor with more than 24 years in financial services, Milbourne has built advice businesses, run one of the largest risk-only businesses for a large, mid-tier accounting firm and is now building his own firm again. He holds an advanced diploma in financial planning and has facilitated some of the largest life, TPD, critical illness and income protection insurance claims in his country.

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Critical illness insurance: Basics and best practices

Paul Milbourne
會議類型：
交流區
演講語言：
英文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
14:00
Monday, June 23, 2025
Milbourne
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Asesoría a Clientes
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語言：
英文
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Critical illness insurance is the No. 1 life product that an insurance company pays claims on, Milbourne says, yet is the hardest product for an advisor to present to a client. He explains how to simplify this coverage to help clients understand the value of this much-needed protection and how it can provide financial certainty at an uncertain time.

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