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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. 

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.

Empowering women

Aprilyn Chavez Geissler, LACP, CCP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
9:30 am
Chavez Geissler
June 10, 2026 9:30 AM
Language:
English
No items found.
Content Track:
Marketing

Women face distinct challenges, and recognizing these challenges allows financial professionals to better connect, build trust and provide relevant, empowering services to meet women’s priorities, values and long-term goals. Chavez Geissler explores how to impactfully share your knowledge in ways women will understand and can relate to.

Panel discussion: The best MDRT book club that grew my practice

Delia Brimmer
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Brimmer
June 9, 2026 1:30 PM
Language:
English
Japanese
Korean
No items found.
Content Track:
Practice management

Four MDRT members share how their experiences in “The Best Book Club Ever” turned casual discussions into game-changing breakthroughs. What if the key to your next level of success wasn’t a new strategy — but a group conversation that becomes a catalyst for deeper thinking, stronger connections and exponential growth?

Focus Session Power Hour

Edward Franklin Marshall, APFS
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
11:00 am
Marshall
June 10, 2026 11:00 AM
Language:
English
Korean
Spanish
No items found.
Content Track:
Marketing

In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

Focus Session Power Hour

Carla Brown, FPFS, CFP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
9:30 am
Brown
June 10, 2026 9:30 AM
Language:
English
Japanese
Mandarin
Thai
No items found.
Content Track:
Advising Clients

In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

Human wisdom × AI power

Cheng-Kan Huang, RFC, CPCS
Session Type:
Focus Session
Presentation Language:
Mandarin
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Huang
June 9, 2026 1:30 PM
Language:
Mandarin
No items found.
Content Track:
Advising Clients

Harness AI tools to enhance professional analysis and service efficiency while presenting insurance solutions through compelling storytelling. By combining technology with human empathy, Huang says, advisory services become faster, more precise and more personal.

Seamless Life: What Changes When You Continue Working as a Member of the Community

Koji Morita
Session Type:
Focus Session
Presentation Language:
Japanese
Date of Session:
Tuesday, June 9, 2026
Start Time:
3:00 pm
Morita
June 9, 2026 3:00 PM
Language:
Japanese
No items found.
Content Track:

Many people strive to keeptheir professional and personal lives separate. This session explores adifferent perspective—viewing work as a natural extension of life within acommunity. By moving beyond rigid boundaries and engaging with others not onlyas clients but also as friends, individuals can cultivate deeper connectionsand a more meaningful experience of work and life. The speaker will sharepersonal insights and examples of how this integrated approach can betransformative.

High-efficiency closing, achieving MDRT and living a Whole Person life

Wei Wang, CFP, RFA
Session Type:
Focus Session
Presentation Language:
Mandarin
Date of Session:
Wednesday, June 10, 2026
Start Time:
11:00 am
Wang
June 10, 2026 11:00 AM
Language:
Mandarin
No items found.
Content Track:
Marketing

Wang shares how to achieve high-efficiency closing, use professional planning to ensure clients have adequate protection and efficiently accomplish your MDRT goals.He reveals the Closing Formula, the Annual Income Formula, the Medical Pyramid Technique and the Fivefold Medical Protection Formula — techniques that help clients recognize the value and purchase sufficient coverage. Quality service brings referrals, and the Whole Person concept provides lasting motivation.

Focus Session Power Hour

Svetlana Plitin-Tamaviciene
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
11:00 am
Plitin-Tamaviciene
June 10, 2026 11:00 AM
Language:
English
Korean
Spanish
No items found.
Content Track:
Whole Person

In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

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.

Referral power: Building a COI network that delivers

Nick Longo, MFP, APFP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
3:00 pm
Longo
June 9, 2026 3:00 PM
Language:
English
Mandarin
Thai
No items found.
Content Track:
Marketing

How can you leverage COI partnerships that deliver real business results? Longo offers five proven COI marketing techniques designed to create a consistent pipeline of ideal clients and provides immediately actionable strategies to enhance your referral networks and drive sustained practice growth.

Focus Session Power Hour

Fiona Foo Yuet Ling, ChFC/S
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
9:30 am
Foo Yuet Ling
June 10, 2026 9:30 AM
Language:
English
Japanese
Mandarin
Thai
No items found.
Content Track:
Marketing

In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

Panel discussion: Building advisors and business owners for the future

Kotthanapat Thinbang
Session Type:
Focus Session
Presentation Language:
Thai
Date of Session:
Wednesday, June 10, 2026
Start Time:
9:30 am
Thinbang
June 10, 2026 9:30 AM
Language:
Thai
No items found.
Content Track:

How can you communicate value through authentic storytelling, connect with clients through shared language and life-goal alignment, and cultivate a mindset focused on guidance rather than closing? Discover how to build your business while transforming clients into long-term partners, developing systems that support sustainable growth, and building a unique culture and identity within the profession.

Reaching HNW clients via referrals and engagement

Voraseth Sinsophonphong
Session Type:
Focus Session
Presentation Language:
Thai
Date of Session:
Tuesday, June 9, 2026
Start Time:
3:00 pm
Sinsophonphong
June 9, 2026 3:00 PM
Language:
Thai
No items found.
Content Track:
Marketing

The transition to HNW clients does not come from chasing connections, Sinsophonphong says, but from taking exceptional care of existing small clients. Growth begins with the foundation already in place and continues steadily through meaningful referrals and engagement built on strong, lasting client relationships. He explains how genuine and consistent service creates trust, and how that trust becomes the key that opens the door to the HNW market.

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.

6 steps to retirement planning

Natnicha Thapthong
Session Type:
Focus Session
Presentation Language:
Thai
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Thapthong
June 9, 2026 1:30 PM
Language:
Thai
No items found.
Content Track:
Advising Clients

Do you want to help clients clearly understand the numbers and realities of their post-retirement goals? Thapthong incorporates sound principles and perspectives to support confident financial decision-making.

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.

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.

Focus Session Power Hour

Sarah Helen Hogan, ACII
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
11:00 am
Hogan
June 10, 2026 11:00 AM
Language:
English
Korean
Spanish
No items found.
Content Track:
Marketing

In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

Focus Session Power Hour

Jane Lim
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
11:00 am
Lim
June 10, 2026 11:00 AM
Language:
English
Korean
Spanish
No items found.
Content Track:
Whole Person

In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

Growth strategy: Overcoming 2 career plateaus

Sunhoo Kim
Session Type:
Focus Session
Presentation Language:
Korean
Date of Session:
Wednesday, June 10, 2026
Start Time:
11:00 am
Kim
June 10, 2026 11:00 AM
Language:
Korean
No items found.
Content Track:
Marketing

Kim shares the journey of overcoming two career plateaus after transitioning from a focus on personal network sales to managing transferred clients and selling variable products, then moving through a doctor-specialist team and a managerial role. Learn the specific strategies used to turn challenges at each stage into growth opportunities.

Why do they buy from me? Turning friends into clients through social media

Glen Alexander Winata
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Winata
June 9, 2026 1:30 PM
Language:
English
No items found.
Content Track:
Marketing

After Winata consistently showed up on Instagram with fun, educational and authentic content, people started reaching out to him, and many were old friends and acquaintances he hadn’t spoken to in years. Learn how he built a personal brand without going viral and how to shift from chasing to attracting, create trust-building content, stay consistent and turn social media into your long-term, silent salesman.

From top performance to Top of the Table

Supaporn Samsittichok
Session Type:
Focus Session
Presentation Language:
Thai
Date of Session:
Wednesday, June 10, 2026
Start Time:
11:00 am
Samsittichok
June 10, 2026 11:00 AM
Language:
Thai
No items found.
Content Track:
Marketing

Building a market begins with asking who to sell to, what to sell, where to sell and how to sell. Samsittichok explains how this approach, along with daily client meetings that maintain and strengthen relationships and create trust-building activities, can increase your consistency, productivity and referability.

All about online consulting for doctors

Chul Kang
Session Type:
Focus Session
Presentation Language:
Korean
Date of Session:
Tuesday, June 9, 2026
Start Time:
3:00 pm
Kang
June 9, 2026 3:00 PM
Language:
Korean
No items found.
Content Track:
Marketing

Learn how to build trust and secure high-value contracts with doctor clients using 100% online consultations. Kang shares his specific processes and know-how, from the first meeting and contracting to generating referrals through follow-up care.

Panel discussion: The advisor's endless cycle: The key to prospecting, connecting and multiplying

Yeritzell Gonzalez
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Gonzalez
June 9, 2026 1:30 PM
Language:
Spanish
No items found.
Content Track:

Advisors know that success isn't built on a single action but on an ongoing cycle that begins with prospecting, is strengthened by connection and expands as clients become advocates for our work. Four leading advisors share their experiences and perspectives about how they have navigated this endless cycle.

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