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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. 

Serve your industry, research niche markets, strengthen your business brand and become an insurance communicator

Edit Martonosi
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
3:00 pm
Martonosi
Language:
English
Japanese
No items found.
Content Track:
Marketing

A key element of the financial services profession is to think about a specialization that refreshes your business, builds new networks of relationships, and provides new products and education to your clients. Martonosi shares how she identified her niche market — developing sports insurance for car and motorcycle sports as well as career path models for athletes — and discusses how her five-step model can help you build your own advisory brand, reach new target markets and leverage the power, visibility and partnership of brand ambassadors.

Growing amid crisis

Moisés Martínez Hernandez
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Sunday, June 7, 2026
Start Time:
3:00 pm
Martínez Hernandez
Language:
Spanish
No items found.
Content Track:

Martínez Hernandez shares his best techniques for prospecting and obtaining referrals to win new clients. He also explains how to prospect through service surveys.

How to transition from being an average advisor to a Top of the Table member

Luis Fernando Martínez Oliver
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Sunday, June 7, 2026
Start Time:
3:00 pm
Martínez Oliver
Language:
Spanish
No items found.
Content Track:

Martínez Oliver shares a road map inspired by Frank Bettger's philosophy and Mark Manson's ideas focusing on prioritizing valuable content and reducing distractions. He also discusses a 30-day plan to attract high-net-worth clients and achieve Court of the Table and Top of the Table status.

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

Juli Y. McNeely, CFP, CLU
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 7, 2026
Start Time:
11:00 am
McNeely
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.

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
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.

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
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.

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
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.

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
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.

Client service excellence: Turning satisfaction into loyalty

Elaine Milne, DipPFS
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
12:30 pm
Milne
Language:
English
No items found.
Content Track:

A client gifting strategy, such as sending personalized gifts to clients for special occasions in their life, can help them know they have a bespoke and personal service. Milne shares how you can put careful thought into who your clients are as people and how applying that understanding can lead to meaningful gifts, reactions and relationships.

MDRT strategy for year 1 and family legacy

Suchanun Mitchueachart
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Sunday, June 7, 2026
Start Time:
12:00 pm
Mitchueachart
Language:
Thai
No items found.
Content Track:

Mitchueachart shares her disciplined, action-driven path from being a new graduate with no client base to achieving MDRT in the first year. It highlights consistent door knocking and booth activities, followed by systematic follow-up to expand existing clients into family relationships. Learn how to manage time effectively, build deep trust and grow a stable, sustainable portfolio that can extend across generations.

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:
12:30 pm
Morales Sanchez
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.

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
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.

Making the impossible possible

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

Education is a human right, yet a quality education remains out of reach for hundreds of millions of children around the world. Discover how Room to Read, the MDRT Foundation’s charity partner at the 2026 MDRT Annual Meeting, nurtures foundational learning by creating quality curriculum and children’s book content in local languages, training and coaching educators, and establishing enriching learning spaces.

The psychology of money: A 6-meeting process to build trust with advanced markets

Montserrat Mureddu Gonzalez, FSCP
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Wednesday, June 10, 2026
Start Time:
9:30 am
Mureddu Gonzalez
Language:
Spanish
No items found.
Content Track:
Marketing

In the world of ultra-high-net-worth individuals, money is more than just numbers, but many advisors still try to sell products when these clients are seeking trust. Mureddu shares how to use the psychology of money to have meaningful and strategic conversations with high-level clients.

Nominee Acceptance Speech

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

Brad J. Myers, ChFC, formally accepts the nomination to become the newest member of the Executive Committee.

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
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.

Making virtual workshops a signature part of your brand

Felippe Nardi
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
3:00 pm
Nardi
Language:
English
Korean
Thai
No items found.
Content Track:
Marketing

Most virtual workshops look the same: a speaker boxed into the corner while slides dominate the screen for an hour, with a result that is predictable and forgettable. Nardi shares a practical framework to deliver content in more ways than slides, keeping audiences engaged from start to finish and running sessions that are more impactful than many in-person events.

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
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.

How to be seen: A step-by-step guide to running social media

Ng Ka Wai Carrie
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 7, 2026
Start Time:
1:30 pm
Ng Ka Wai Carrie
Language:
English
No items found.
Content Track:

I will talk about the power of social media for financial planners in the digital age, enabling client acquisition, trust-building, and business growth. My team has successfully converted online interactions into consultations and recruitment and collaborations, contributing 40% of business since 2020. I am going to breakdown and tackle challenges face by audiences, like generational tech gaps, self-promotion awkwardness, content pressure, techniques for lead conversion, while maintaining professionalism. Building a Strategic Social Media Presence as Algorithms favor visibility—appear or lose clients. My sharing will cover a hands-on guide for all generations to leverage online tools.

Presidential Address

John F. Nichols, MSM, CLU
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
8:00 am
Nichols
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

John F. Nichols, MSM, CLU, makes his 2026 Presidential Address.

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
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.

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
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.

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
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.

Succession planning with a twist

Robert E. Nixon, B Com, DipAll
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
11:30 am
Nixon
Language:
English
No items found.
Content Track:

Nixon plans to sell about 25% of his business to key staff and advisors with funding from a friendly source, while retaining 15% and selling around 50% to a compatible financial services firm. Learn how he will execute this strategy — with help from an ESOP plan he set up two years ago — that turns his staff into an asset, not a risk, to the stability of the transition.

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

Alyssa O'Brien
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 7, 2026
Start Time:
11:00 am
O'Brien
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.

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