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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. 

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.

How AI-boosted marketing improves productivity

Hidenori Miki
Session Type:
ConneXion Zone
Presentation Language:
Japanese
Date of Session:
Monday, June 8, 2026
Start Time:
11:30 am
Miki
June 8, 2026 11:30 AM
Language:
Japanese
No items found.
Content Track:

How will ChatGPT 5 change the world? Miki shares his experience of how active use of AI ultimately helped shape his market strategy, specifically, it changed his positioning and relationships with his clients. Discover how it’s never too late to use AI.

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

Aileen Mari Albarado Palmes
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
11:30 am
Palmes
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.

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

Cynthia Siew Leng Wee
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
11:30 am
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.

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

Jarmila Somolányiová, MA
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
11:30 am
Somolányiová
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.

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.

Ignite a spark in the business owner’s heart

Mitsuhiro Okazaki
Session Type:
ConneXion Zone
Presentation Language:
Japanese
Date of Session:
Monday, June 8, 2026
Start Time:
12:00 pm
Okazaki
June 8, 2026 12:00 PM
Language:
Japanese
No items found.
Content Track:

Okazaki shares his experience of protecting the family business as an external professional, a business partner and as a practitioner of business succession. He explains that by listening intently to the business owner's vision, the successor's vision and the family's vision, you can draw a road map and ignite a spark in the business owner’s soul.

The 5-page financial plan

Phasit Pasukulpun
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Monday, June 8, 2026
Start Time:
12:00 pm
Pasukulpun
June 8, 2026 12:00 PM
Language:
Thai
No items found.
Content Track:

As a comprehensive financial planning specialist, Pasukulpun demonstrates how advisors can integrate insurance solutions with mutual fund investments to deliver clear, client-centered advice. Discover how to structure holistic recommendations, align protection and investment strategies, and apply disciplined advisory practices to support informed decision-making and long-term financial outcomes for diverse client needs.

The unprepared generation: Closing the gap in long-term care planning for modern advisors

Hoo See Yean Joyce
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
12:00 pm
Hoo See Yean Joyce
June 8, 2026 12:00 PM
Language:
English
No items found.
Content Track:

Do you know how to prepare for extended lifespans and the rising costs of aging? Discover Hoo See Yean Joyce’s three-step framework for building sustainable care solutions, along with a metaphor to help you communicate the urgency of this issue to clients and avoid objections.

From "Never Eat Alone" to "Never Lead Alone": 20 years of wisdom

Keith Ferrazzi
Session Type:
Special Session Luncheon
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
12:00 pm
Ferrazzi
June 8, 2026 12:00 PM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

What has Ferrazzi learned in the 20 years between his books “Never Eat Alone” and “Never Lead Alone”? He shares the highlights of this journey and how relationships and teams lead to success.  

3 stages of the sales process

Natchanath Limpichai, BA
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Monday, June 8, 2026
Start Time:
12:30 pm
Limpichai
June 8, 2026 12:30 PM
Language:
Thai
No items found.
Content Track:

Limpichai discusses a practical framework that helps sales professionals transition from product presenters to trusted advisors. The focus shifts from sales targets to client goals, emphasizing listening-led conversations, effective questioning and the “feel, felt, found” technique to address concerns. Learn how to turn financial solutions into long-term action plans, strengthen trust after policy delivery and build sustainable referrals through ongoing client engagement.

The referrals born from sharing my life’s story

Manabu Satou
Session Type:
ConneXion Zone
Presentation Language:
Japanese
Date of Session:
Monday, June 8, 2026
Start Time:
12:30 pm
Satou
June 8, 2026 12:30 PM
Language:
Japanese
No items found.
Content Track:

It is important to communicate the risks of not investing and the risk of asset depletion due to longevity. Satao discusses how awareness and empathy result in natural referrals and recommendations because clients want to share the good experiences they had with their loved ones and friends. Referrals are not something you ask for, but something that spreads from the heartfelt desire to protect those you care about.

From solo advisor to legacy enterprise: How to build a team that can 10x revenue without compromising purpose

Victor Idoko, CFA, CFP
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
12:30 pm
Idoko
June 8, 2026 12:30 PM
Language:
English
No items found.
Content Track:

Idoko shares the systems that helped him scale trust and delivery, how he uses the 16 Personalities framework to build a high-performing team, and why niching has been the key to sustainable, scalable growth. Gain insights that can help you 10x your revenue, reduce dependency on yourself and build a business admired for its purpose and people.

30 ideas in 20 minutes: Sharper communication, stronger practice

Craig Palfrey, CFP
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
1:00 pm
Palfrey
June 8, 2026 1:00 PM
Language:
English
No items found.
Content Track:

Do you want to sharpen how you run your business, lead your team and serve your clients? Palfrey provides practical ways to do just that while improving how you manage time, attract clients and build your brand.

Small acts, big impact

Yung-Han Cheng, AFP
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Monday, June 8, 2026
Start Time:
1:00 pm
Cheng
June 8, 2026 1:00 PM
Language:
Mandarin
No items found.
Content Track:

Drawing on extensive charitable service experience, Cheng explores how to guide clients in sustaining philanthropic contributions through strategic insurance planning and how to master techniques for blending insurance with social good while implementing a Whole Person client service approach.

Your personal brand + your agenda = The formula for effectiveness

Sydney Janett Ornelas, AAMS
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Monday, June 8, 2026
Start Time:
1:00 pm
Ornelas
June 8, 2026 1:00 PM
Language:
Spanish
No items found.
Content Track:

A productive agenda and an authentic personal brand can be your greatest allies in increasing your effectiveness. Ornelas shares the three pillars that have enabled her to sell 100 life insurance policies a year, qualify for MDRT each year and enjoy life without sacrificing results. Learn practical tools to manage your time, strengthen your presence, and connect with your purpose and your clients.

Panel discussion: Top strategies to attract future MDRT advisors

Remus Ungureanu
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Ungureanu
June 8, 2026 1:30 PM
Language:
English
No items found.
Content Track:

Every great agency is built on people, but how do you attract them by creating an environment they want to be part of? Financial services leaders share their strategies for enticing and recruiting MDRT-quality advisors.

Panel discussion: Top strategies to attract future MDRT advisors

Allen Jackson, FSCP
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Jackson
June 8, 2026 1:30 PM
Language:
English
No items found.
Content Track:

Every great agency is built on people, but how do you attract them by creating an environment they want to be part of? Financial services leaders share their strategies for enticing and recruiting MDRT-quality advisors.

Panel discussion: Top strategies to attract future MDRT advisors

Angela Daniela Malagón Beaven, FSCP, CLI
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Malagon Beaven
June 8, 2026 1:30 PM
Language:
English
No items found.
Content Track:

Every great agency is built on people, but how do you attract them by creating an environment they want to be part of? Financial services leaders share their strategies for enticing and recruiting MDRT-quality advisors.

Panel discussion: Top strategies to attract future MDRT advisors

Joseph Sparacio
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Sparacio
June 8, 2026 1:30 PM
Language:
English
No items found.
Content Track:

Every great agency is built on people, but how do you attract them by creating an environment they want to be part of? Financial services leaders share their strategies for enticing and recruiting MDRT-quality advisors.

From 0 to 50 people within 5 years

Tomas Skvarenina
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Skvarenina
June 8, 2026 1:30 PM
Language:
English
No items found.
Content Track:

How can you develop the new generation of financial advisors and create passive income opportunities? Skvarenina shares seven key principles to successfully build your team: knowledge, image, activities, regularity, competitiveness, passion and influencing your environment.

From agent to consultant: How to attract high-net-worth clients

Carlos Edgar Morales Sanchez
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Morales Sanchez
June 8, 2026 1:30 PM
Language:
Spanish
No items found.
Content Track:

High-net-worth clients seek consultants who provide comprehensive strategies and a strong business vision, rather than just policy salespeople. Morales Sanchez discusses how he transformed his self-perception, built a high-performance team and forged strategic alliances, enabling him to access corporate prospects and higher-level clients. Discover how to differentiate yourself, present your practice as a company and build trusting relationships that elevate your business.

Climbing to the top: Proven strategies to grow, lead and future-proof your practice

Howard E. Sharfman
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Sharfman
June 8, 2026 1:30 PM
Language:
English
Mandarin
Thai
No items found.
Content Track:
Practice management

Sharfman explains how to leverage AI and social media, craft effective succession plans, recruit the next generation of advisors, drive consistent referrals and host impactful events. Your takeaway: a step-by-step action plan for predictable growth, stronger relationships and a lasting legacy.

Realize your ideal vision through marketing strategy and high aspirations

Akio Iida
Session Type:
Focus Session
Presentation Language:
Japanese
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Iida
June 8, 2026 1:30 PM
Language:
Japanese
No items found.
Content Track:
Marketing

Marketing success requires short-, mid- and long-term strategies rather than ad-hoc responses. Iida shares his seven beliefs for maintaining high aspirations, including specific examples of what to say and how and when to convey these ideas, even when the possibility of achieving them seems like an unattainable target.

Managing online customers to become sustainable, long-term clients

Natt Supanatkullanan FChFP ChLP
Session Type:
Focus Session
Presentation Language:
Thai
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Supanatkullanan FChFP ChLP
June 8, 2026 1:30 PM
Language:
Thai
No items found.
Content Track:
Advising Clients

Supanatkullanan shares her strategies for attracting clients through online channels and providing them with fast, precise and professional chat responses to build long-term relationships, ultimately leading to strong brand loyalty.

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