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English is the official language of the 2025 MDRT Annual Meeting, MDRT will provide simultaneous interpretation for Main Platform presentations, select Focus Sessions, and Special Sessions in a language other than English when at least 50 registered members request a common language, with a maximum of 12 languages available. Requests for simultaneous interpretation must be made at the time of registration. The deadline to request interpretation is April 27, 2025. 

Panel discussion: A guide for communicating MDRT value to clients and peers

Tim Daniel Clairmont, MSFS, LACP, Juli Y. McNeely, CFP, CLU, Alyssa O'Brien
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Start Time:
11:00 am
Clairmont, McNeely, O'Brien
June 7, 2026 11:00 AM
Language:
English
No items found.
Content Track:

Learn how to confidently communicate the value of your MDRT membership to clients and your network. Discover how mastering this conversation can strengthen your reputation, deepen relationships and unlock new business opportunities — making MDRT not just a credential, but a compelling story.

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

Aileen Mari Albarado Palmes, Katarzyna Pilczuk, Jarmila Somolányiová, MA, Cynthia Siew Leng Wee
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
11:30 am
Palmes, Pilczuk, Somolányiová, Wee
June 8, 2026 11:30 AM
Language:
English
No items found.
Content Track:

Four female MDRT members unite for an honest conversation about managing successful practices while navigating life beyond the office. They share practical strategies for staying motivated, setting boundaries and prioritizing what matters most while balancing multiple roles.

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

Saad Anthony Baksh, BSc, and Brian D. Heckert, CLU, ChFC,
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 7, 2026
Start Time:
3:30 pm
Baksh, Hecker
June 7, 2026 3:30 PM
Language:
English
No items found.
Content Track:

Learn how the MDRT Academy and the MDRT Center for Field Leadership can help you and your advisors learn and grow at every career stage. The MDRT Academy helps advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders.

Main Platform Conversations

Kevin Miller; Marc Randolph
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
8:00 am
Miller; Randolph
June 9, 2026 8:00 AM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

Do you want to be an innovator who makes real, impactful change in the world and in your community? In this intimate "fireside chat" session as part of Main Platform Conversations, Marc Randolph, the co-founder and first CEO of Netflix, sits down with Kevin Miller, a veteran researcher of human potential, to discuss Randolph's numerous successful innovations and how to turn revolutionary ideas into meaningful action.

Launch to Excellence

Juan Bendaña; John F. Nichols, MSM, CLU
Session Type:
Launch to Excellence
Presentation Language:
English
Date of Session:
Sunday, June 7, 2026
Start Time:
4:00 pm
Bendaña; Nichols
June 7, 2026 4:00 PM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

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. MDRT President John F. Nichols, MSM, CLU, shares insights and advice to ensure you maximize your meeting experience. Joining him is Juan Bendaña , a motivational speaker with a message of leadership, overcoming obstacles and boosting confidence.

Billionaire’s locksmith: The secret key lies in the heart

Surawut Pattanabandit
Session Type:
Main Platform
Presentation Language:
Thai
Date of Session:
Tuesday, June 9, 2026
Start Time:
8:00 am
Pattanabandit
June 9, 2026 8:00 AM
Language:
Thai
English
Japanese
Korean
Mandarin
Spanish
No items found.
Content Track:
Practice management

Building sustainable success requires more than sales alone. Pattanabandit presents the concept of the “Palace of Success” through three key principles: discipline that drives steady growth; understanding the heart of clients, especially high-net-worth individuals, to expand business opportunities; and trust, which is more valuable than short-term results. Discover how to shift from being a salesperson to becoming an advisor who truly earns clients’ trust.

3 referrals from every meeting

Paweł F. Skotnicki
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
8:00 am
Skotnicki
June 9, 2026 8:00 AM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:
Marketing

What if every policy delivery included a group of trusted people who clients encouraged you to contact? Skotnicki shares how his comprehensive binder, and the service contract within, creates client trust and understanding that help strengthen relationships and expand his practice.

A vow in darkness forged my vision for Top of the Table

Ming Hung Lai, RFC
Session Type:
Main Platform
Presentation Language:
Mandarin
Date of Session:
Tuesday, June 9, 2026
Start Time:
8:00 am
Lai
June 9, 2026 8:00 AM
Language:
Mandarin
English
Japanese
Korean
Spanish
Thai
No items found.
Content Track:
Whole Person

In 2018, Lai’s life-altering motorcycle accident resulted in a near-fatal brain injury and permanent blindness in his left eye. Hear how a rediscovered photo from the 2013 MDRT Annual Meeting sparked a powerful reminder of a long-forgotten goal and drove him to overcome despair and embrace challenges anew.

Building loyalty-driven marketing

Yuichiro Nakamura
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
8:00 am
Nakamura
June 9, 2026 8:00 AM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:
Marketing

How can you use loyalty to segment your clients and direct your efforts toward expansion? Nakamura explains why he believes marketing is the most important aspect of advisors’ work and how loyalty-focused marketing can build lasting relationships and broaden clientele.

Extraordinary versus ordinary advisors: How to stand out

Eszylfie Taylor
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
8:00 am
Taylor
June 9, 2026 8:00 AM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:
Whole Person

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

No, I can't do that

Guy Mankey
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
8:00 am
Mankey
June 9, 2026 8:00 AM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:
Advising Clients

When a client decides to cancel insurance, Mankey says, your answer should always start with, “No, I can't do that.” He explains the importance of those words, the business retained, the claims paid and the lives saved because he said, “No.”

Unlocking your secret superpower: Creating a client advisory board

Juli Y. McNeely, CFP, CLU
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
8:00 am
McNeely
June 9, 2026 8:00 AM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:
Practice management

Because real-time feedback from clients isn’t always the easiest to obtain, McNeely’s firm gathered some of its best clients to provide input on new ideas and strategies. McNeely explains what she shares with this group and the ways they have helped identify how clients will receive her practice’s newest offerings.

Main Platform Conversations

Kevin Miller
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
8:00 am
Miller
June 9, 2026 8:00 AM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

Do you want to be an innovator who makes real, impactful change in the world and in your community? In this intimate "fireside chat" session as part of Main Platform Conversations, Marc Randolph, the co-founder and first CEO of Netflix, sits down with Kevin Miller, a veteran researcher of human potential, to discuss Randolph's numerous successful innovations and how to turn revolutionary ideas into meaningful action.

Succession planning for bigger cases: From paperwork to peace

Sanjay Tolani, Ph.D., MBA
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
8:00 am
Tolani
June 9, 2026 8:00 AM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:
Advising Clients

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

The future of reality

Dr. Helen Papagiannis
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
1:00 pm
Papagiannis
June 10, 2026 1:00 PM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

A new layer of reality is forming, where AI and immersive technologies allow people to see, hear and step inside possible futures before they happen. Papagiannis explores what comes after that — as intelligence becomes more personal and more embedded in everyday life — and offers a front-row view of how this will change the way we understand what lies ahead.

Main Platform Conversations

Marc Randolph
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
8:00 am
Randolph
June 9, 2026 8:00 AM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

Do you want to be an innovator who makes real, impactful change in the world and in your community? In this intimate "fireside chat" session as part of Main Platform Conversations, Marc Randolph, the co-founder and first CEO of Netflix, sits down with Kevin Miller, a veteran researcher of human potential, to discuss Randolph's numerous successful innovations and how to turn revolutionary ideas into meaningful action.

Locked in: Be bold, the future is bright

Damon Dunn
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
8:00 am
Dunn
June 9, 2026 8:00 AM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

Dunn’s unique journey gives him a rare vantage point on how people reclaim their sovereignty, break through plateaus and intentionally engineer their future. He shares the hard-earned lessons he experienced in the arenas of competition, strategy and leadership, providing a blueprint for relentless excellence, system-driven execution, strategic decision-making and resilience under pressure.

The new rules of confident communication

Giselle Ugarte
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
1:00 pm
Ugarte
June 10, 2026 1:00 PM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

Do you know how to harness your personal touch in a technology-driven world to build trust, strengthen long-term relationships and stand out with clarity and authenticity? Gain Ugarte’s actionable, confidence-boosting techniques you can apply immediately to enhance your presence, deepen connection and drive greater retention and results.

When the challenge chooses you

Mark Pollock
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
8:00 am
Pollock
June 8, 2026 8:00 AM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

Sometimes we choose our challenges, and sometimes our challenges choose us. What we decide to do about them, Pollock says, is what counts. He explains how to maintain a resilient mindset under pressure and turn challenges into opportunities to achieve more than you thought possible.

The trust advantage: Reigniting purpose, performance and next-level results

Mariana Atencio
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
8:00 am
Atencio
June 8, 2026 8:00 AM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

How can you fully enjoy the success you’ve built and unlock what’s next? Atencio helps uncover what makes you uniquely credible in your clients’ eyes, how to strengthen the three pillars of trust — credibility, integrity and reliability — and walk away with a simple, repeatable framework so you can reach new heights as an advisor, teammate and leader.

Paralyzed to powerful: Unleashing resilience and redefining possibility

Robert Paylor
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
1:00 pm
Paylor
June 10, 2026 1:00 PM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

What mindset shifts can turn paralyzing challenges into sources of strength and clarity? Paylor shares how his journey from quadriplegia to reclaiming his life can provide practical tools to control your mindset, reframe adversity and commit to purposeful progress.

Living a purpose-focused life

Dandapani Satgunasingam
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
8:00 am
Satgunasingam
June 8, 2026 8:00 AM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

How can you bring clarity to your priorities and focus your energy on what matters most? Satgunasingam shares a four-step framework to define your purpose and transform the way you invest in what’s most important to you.

Future economy: Growth opportunities in a period of profound change

Andrew Busch
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
8:00 am
Busch
June 8, 2026 8:00 AM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

Between AI adoption, interest rate volatility and numerous international conflicts, the world is going to see more economic change in the next five years than we have seen in the last 100 years. Busch explains the context needed to understand what is creating momentum for change in the economy and your business, and how to align yourself for success no matter what market-impacting events may occur.

Reaching new heights

Dr. José M. Hernández
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
1:00 pm
Hernández
June 10, 2026 1:00 PM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

How did Hernández overcome adversity to soar beyond humble beginnings and become an astronaut? He shares how one personal success led to another and how you can apply the lessons of his journey to your business or personal goals.

Launch to Excellence

John F. Nichols, MSM, CLU
Session Type:
Launch to Excellence
Presentation Language:
English
Date of Session:
Sunday, June 7, 2026
Start Time:
4:00 pm
Nichols
June 7, 2026 4:00 PM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

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. MDRT President John F. Nichols, MSM, CLU, shares insights and advice to ensure you maximize your meeting experience. Joining him is Juan Bendaña , a motivational speaker with a message of leadership, overcoming obstacles and boosting confidence.

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