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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. 

Retirement planning through past, present and future

Ung Hee Shin
Session Type:
Focus Session
Presentation Language:
Korean
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Shin
June 8, 2026 1:30 PM
Language:
Korean
No items found.
Content Track:
Marketing

Shin examines the evolution of pension systems from the Bismarck era and explores retirement planning consultation methods that reflect current economic and financial situations and changes in the AI era. He also uncovers effective storytelling techniques that leverage historical context and future outlook.

The myths advisors believe about social media, branding and reviews — and the realities that win trust

Domenick D'Andrea, AIF, CRC
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
D'Andrea
June 8, 2026 1:30 PM
Language:
English
No items found.
Content Track:
Marketing

Showing up online with authenticity matters far more than being polished, D’Andrea says. Discover how social media, digital branding and reputation management have transformed his business and altered him personally as well as why reviews and digital presence are not just marketing tools — they’re reflections of who you are and the value you deliver.

Applying neuroscience to life insurance sales

Alejandro German Pisano
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Pisano
June 8, 2026 1:30 PM
Language:
Spanish
No items found.
Content Track:
Marketing

Combining science, storytelling and real-life cases, Pisano offers an innovative, easy-to-implement approach to boost your effectiveness when selling life insurance. Learn how the client’s brain functions when faced with complex decisions, which words trigger resistance and which pave the way for action, and how to connect emotionally without pressure.

The alchemy of tragedy: Turning trauma into triumph

Roy Tuscany
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Tuscany
June 8, 2026 1:30 PM
Language:
English
Japanese
No items found.
Content Track:
Whole Person

Two survivors of life-changing spinal cord injuries share how they turned devastating accidents into powerful catalysts for growth, purpose and service. Discover the mindset shifts, resilience strategies and community-building practices that transformed personal tragedy into a force for good.

The alchemy of tragedy: Turning trauma into triumph

Alana Nichols
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Nichols
June 8, 2026 1:30 PM
Language:
English
Japanese
No items found.
Content Track:
Whole Person

Two survivors of life-changing spinal cord injuries share how they turned devastating accidents into powerful catalysts for growth, purpose and service. Discover the mindset shifts, resilience strategies and community-building practices that transformed personal tragedy into a force for good.

Consulting mastery

Abraham F. Zaarour
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Zaarour
June 8, 2026 1:30 PM
Language:
English
Korean
Spanish
No items found.
Content Track:
Advising Clients

How can you conduct a perfect, client-centered financial consultancy session? Zaarour shares the three essential pillars of his system: LIKE, focusing on building rapport and creating a comfortable environment; TRUST, involving demonstrating credibility, transparency and integrity through the "9-Door Corridor," ensuring clients feel confident in the guidance provided; and VALUE, emphasizing delivering tailored insights, actionable strategies and measurable outcomes.

The alchemy of tragedy: Turning trauma into triumph

Alana Nichols; Roy Tuscany
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Nichols; Tuscany
June 8, 2026 1:30 PM
Language:
English
Japanese
No items found.
Content Track:
Whole Person

Two survivors of life-changing spinal cord injuries share how they turned devastating accidents into powerful catalysts for growth, purpose and service. Discover the mindset shifts, resilience strategies and community-building practices that transformed personal tragedy into a force for good.

Panel discussion: Top strategies to attract future MDRT advisors

Allen Jackson, FSCP; Angela Daniela Malagón Beaven, FSCP, CLI; Joseph Sparacio; Remus Ungureanu
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Jackson; Malagon Beaven; Sparacio; 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.

Leveraging wealth management frameworks to achieve MDRT

Weicheng Chung
Session Type:
Focus Session
Presentation Language:
Mandarin
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Chung
June 8, 2026 1:30 PM
Language:
Mandarin
No items found.
Content Track:
Advising Clients

This session equips individual advisors with practicalwealth management frameworks that streamline prospecting, marketing, and salesthrough a client-led approach. Learn how to align conversations with clientgoals, clarify your value, and create a repeatable process that builds trustand drives growth. Walk away with actionable strategies to work moreefficiently, attract the right clients, and consistently perform at a higherlevel.

The secrets of MDRT members’ success

Tim Daniel Clairmont, MSFS, LACP
Session Type:
MDRT Academy Sessions
Presentation Language:
English
Date of Session:
Sunday, June 7, 2026
Start Time:
1:30 pm
Clairmont
June 8, 2026 1:30 PM
Language:
English
Spanish
No items found.
Content Track:

What are the unique habits of long-term MDRT members that ensure their continued success and MDRT qualification? At this session just for MDRT Academy members, Court of the Table and Top of the Table qualifiers share the routines and processes — including handling rejection, time management, collaboration and more — that have been instrumental to their personal and professional achievement.

The secrets of MDRT members’ success

Travis Hamilton
Session Type:
MDRT Academy Sessions
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Hamilton
June 8, 2026 1:30 PM
Language:
English
Spanish
No items found.
Content Track:

What are the unique habits of long-term MDRT members that ensure their continued success and MDRT qualification? At this session just for MDRT Academy members, Court of the Table and Top of the Table qualifiers share the routines and processes — including handling rejection, time management, collaboration and more — that have been instrumental to their personal and professional achievement.

The secrets of MDRT members’ success

Ana Sofia Rodriguez, MBA
Session Type:
MDRT Academy Sessions
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Rodriguez
June 8, 2026 1:30 PM
Language:
English
Spanish
No items found.
Content Track:

What are the unique habits of long-term MDRT members that ensure their continued success and MDRT qualification? At this session just for MDRT Academy members, Court of the Table and Top of the Table qualifiers share the routines and processes — including handling rejection, time management, collaboration and more — that have been instrumental to their personal and professional achievement.

The secrets of MDRT members’ success

Brandon J. Wellman, CFP, RICP
Session Type:
MDRT Academy Sessions
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Wellman
June 8, 2026 1:30 PM
Language:
English
Spanish
No items found.
Content Track:

What are the unique habits of long-term MDRT members that ensure their continued success and MDRT qualification? At this session just for MDRT Academy members, Court of the Table and Top of the Table qualifiers share the routines and processes — including handling rejection, time management, collaboration and more — that have been instrumental to their personal and professional achievement.

The secrets of MDRT members’ success

Ana Sofia Rodriguez, MBA; Tim Daniel Clairmont, MSFS, LACP; Travis Hamilton; Brandon J. Wellman, CFP, RICP
Session Type:
MDRT Academy Sessions
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Rodriguez
June 8, 2026 1:30 PM
Language:
English
Spanish
No items found.
Content Track:

What are the unique habits of long-term MDRT members that ensure their continued success and MDRT qualification? At this session just for MDRT Academy members, Court of the Table and Top of the Table qualifiers share the routines and processes — including handling rejection, time management, collaboration and more — that have been instrumental to their personal and professional achievement.

From apprentice to leader: 5 strategies to become a benchmark in the industry

Susana Itzel Delgadillo Pineda
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Monday, June 8, 2026
Start Time:
2:00 pm
Delgadillo Pineda
June 8, 2026 2:00 PM
Language:
Spanish
No items found.
Content Track:

Delgadillo Pineda discusses practical sales strategies and techniques to boost your professional growth, improve your results and stand out in an increasingly competitive market. Learn to create valuable content, leverage social media and build trust to attract quality prospects while gaining insight into how to effectively ask for referrals and ensure that every prospect becomes a client.

MDRT Center Speaks: Developing new advisors

Jocelyn Kau
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
3:00 pm
Kau
June 8, 2026 3:00 PM
Language:
English
No items found.
Content Track:

Three agency leaders share techniques for building a team that evolves with you and stays long term as well as a 90-day onboarding plan that sets new advisors up for success. You'll also learn how to adapt your leadership style to young advisors and create a values-based culture.

MDRT Center Speaks: Developing new advisors

Diana Ng, B Bus, ChFC
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
3:00 pm
Ng
June 8, 2026 3:00 PM
Language:
English
No items found.
Content Track:

Three agency leaders share techniques for building a team that evolves with you and stays long term as well as a 90-day onboarding plan that sets new advisors up for success. You'll also learn how to adapt your leadership style to young advisors and create a values-based culture.

MDRT Center Speaks: Developing new advisors

Agnieszka Surowik
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
3:00 pm
Surowik
June 8, 2026 3:00 PM
Language:
English
No items found.
Content Track:

Three agency leaders share techniques for building a team that evolves with you and stays long term as well as a 90-day onboarding plan that sets new advisors up for success. You'll also learn how to adapt your leadership style to young advisors and create a values-based culture.

The 6 elements of a balanced life

Hyun Suk Oh
Session Type:
Focus Session
Presentation Language:
Korean
Date of Session:
Monday, June 8, 2026
Start Time:
3:00 pm
Oh
June 8, 2026 3:00 PM
Language:
Korean
No items found.
Content Track:
Whole Person

How can you lead a balanced life as an advisor? Oh identifies strategies in six key areas: physical, mental, relationships with family and colleagues, intellectual growth, professional achievement and financial stability.

The rules of money (60 ideas in 60 minutes)

Michael Morrow, CFP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
3:00 pm
Morrow
June 8, 2026 3:00 PM
Language:
English
Mandarin
Spanish
No items found.
Content Track:
Advising Clients

How can you help clients better understand money in a simple yet unforgettable way? Morrow shares numerous approaches to turn financial concepts into action items and marketing ideas.

Panel discussion: From salesperson to leader: Transitioning to an entrepreneurial mindset

Denise Allard Serna
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Monday, June 8, 2026
Start Time:
3:00 pm
Allard Serna
June 8, 2026 3:00 PM
Language:
Spanish
No items found.
Content Track:

MDRT members explore how to transform your mindset by breaking limiting beliefs and adopting a posture of responsibility, abundance and purpose as you enter a new stage of your business. Learn how leadership is a process that starts with self-awareness, moves to managing tasks and resources, and ultimately creates the type of inspirational leader who builds high-performance teams, aligns talent with the vision, fosters growth and creates environments of genuine collaboration.

The power of purpose transforms the quality of life: Building relationships and shaping vision using choice theory

Minoru Kanai
Session Type:
Focus Session
Presentation Language:
Japanese
Date of Session:
Monday, June 8, 2026
Start Time:
3:00 pm
Kanai
June 8, 2026 3:00 PM
Language:
Japanese
No items found.
Content Track:
Whole Person

Encouraging clients to share their values can help define the person they aspire to become, Kanai says, as well as clarify their vision and build strong relationships. Discover how to engage this perspective in clients while expanding and refining your own capabilities as well.

Let your centers of influence continue your story

Woei Sean Tong
Session Type:
Focus Session
Presentation Language:
Mandarin
Date of Session:
Monday, June 8, 2026
Start Time:
3:00 pm
Tong
June 8, 2026 3:00 PM
Language:
Mandarin
No items found.
Content Track:
Marketing

True centers of influence do more than generate client referrals — they extend your professional reputation and legacy. Tong explains how to build enduring partnerships through authentic relationships, active listening and consistent care to create a continuous flow of business and trust.

Dare to fail

Mongkol Tangmannaikit
Session Type:
Focus Session
Presentation Language:
Thai
Date of Session:
Monday, June 8, 2026
Start Time:
3:00 pm
Tangmannaikit
June 8, 2026 3:00 PM
Language:
Thai
No items found.
Content Track:
Whole Person

Many sources focus on what people should do, yet humans often fear loss and worry about what they might miss if they fail to act. Tangmannaikit presents both perspectives through insights drawn from more than 20 years of experience, filtered from real mistakes and shared through immersive storytelling.

Reinvent for greatness

Rick Denley
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
3:00 pm
Denley
June 8, 2026 3:00 PM
Language:
English
No items found.
Content Track:
Whole Person

Do you know how to navigate through life's challenges with resilience and positivity? Denley shares examples of his own adversity while empowering you to delight in his positive outcomes and envision your own success.

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