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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. 

Let's hold a family meeting to discuss nursing care and inheritance planning

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

When challenges occur for clients’ families, multigenerational meetings often can be effective ways to create and clarify a plan. Okabe explains how to help clients visualize specific scenarios when nursing care and inheritance issues arise within clients’ families.

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.

Sell higher premiums to achieve a more balanced life

Luis Arturo Juarez Morales
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Tuesday, June 9, 2026
Start Time:
3:00 pm
Juarez Morales
June 9, 2026 3:00 PM
Language:
Spanish
No items found.
Content Track:
Whole Person

Are you selling more but living less? Juárez Morales explains how to grow your premiums without sacrificing your time, health and relationships. Learn practical prospecting, positioning and closing strategies to attract higher-value clients, boost your income, lighten your operational workload and achieve outstanding financial results without neglecting your personal life.

Panel discussion: Study group your way to success

Gail Singh, FCCA, FSCP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
11:00 am
Singh
June 10, 2026 11:00 AM
Language:
English
No items found.
Content Track:
Practice management

Why is it important to create or join study groups among MDRT members? Several members with study group experience share how they have gained knowledge and experience from their MDRT colleagues, as well as the experience of their international peer group and how they collaborated to write and publish a book.

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

Magali Bernal
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Bernal
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.

Life insurance consulting through reverse thinking

Jae Sung Park
Session Type:
Focus Session
Presentation Language:
Korean
Date of Session:
Wednesday, June 10, 2026
Start Time:
9:30 am
Park
June 10, 2026 9:30 AM
Language:
Korean
No items found.
Content Track:
Advising Clients

Park approaches client prejudice and discomfort regarding insurance with reverse thinking. Learn the structure and concepts of a "no-loss" insurance consulting model while ensuring that you recognize the need for life insurance by understanding its essential value and various applications.

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

Dayra Irene Chavez
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Chavez
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.

Transforming sales power: Creating high-value life insurance sales through financial and tax expertise

Tzu Hao Kuo
Session Type:
Focus Session
Presentation Language:
Mandarin
Date of Session:
Wednesday, June 10, 2026
Start Time:
9:30 am
Kuo
June 10, 2026 9:30 AM
Language:
Mandarin
No items found.
Content Track:
Advising Clients

Kuo shares how to identify client pain points through needs analysis and combine financial and tax knowledge with product portfolio design to transform abstract protection into tangible value. He also teaches tactics to shift from insurance sales to wealth protection and solve problems through expertise rather than sales scripts.

The referral advantage: Referrals, networking and centers of influence

Brendan Clune Walsh
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
9:30 am
Walsh
June 10, 2026 9:30 AM
Language:
English
Korean
Spanish
No items found.
Content Track:
Marketing

The most valuable growth doesn’t come from cold outreach, but from relationships — referrals, introductions and centers of influence. Walsh shares a simple, relationship-first model for building business through warm introductions and authentic connections, offering a no-pressure system to ask for referrals, develop high-quality centers of influence and leverage LinkedIn to spark meaningful connections.

Panel discussion: Study group your way to success

S Indresh Kumar Jain
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
11:00 am
Kumar Jain
June 10, 2026 11:00 AM
Language:
English
No items found.
Content Track:
Practice management

Why is it important to create or join study groups among MDRT members? Several members with study group experience share how they have gained knowledge and experience from their MDRT colleagues, as well as the experience of their international peer group and how they collaborated to write and publish a book.

Focus Session Power Hour

Derek Wong Tuck Kong
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
9:30 am
Derek Wong Tuck Kong
June 10, 2026 9:30 AM
Language:
English
Japanese
Mandarin
Thai
No items found.
Content Track:
Practice management

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.

Mindset: Motivation and resilience

Alejandro Marquez Espinosa, LCIC
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Wednesday, June 10, 2026
Start Time:
11:00 am
Marquez Espinosa
June 10, 2026 11:00 AM
Language:
Spanish
No items found.
Content Track:
Whole Person

Discover the true value of a success-oriented mindset as well as the importance of resilience in leadership. Márquez Espinosa also shares how these qualities are the most powerful invisible assets behind the world's top financial advisors.

Time management: Effectively organize your week

Ming-Fong Huang, CFP
Session Type:
Focus Session
Presentation Language:
Mandarin
Date of Session:
Tuesday, June 9, 2026
Start Time:
3:00 pm
Huang
June 9, 2026 3:00 PM
Language:
Mandarin
No items found.
Content Track:
Practice management

Effective time management empowers advisors to shift from reactive firefighting to proactive client service delivery. Huang shares how to master three core principles of time management — categorizing tasks, setting priorities and creating action plans — to free up time for prospecting.

Multigenerational selling: Keeping money in the family

Travis D. Manning, CFP, CLU
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
11:00 am
Manning
June 10, 2026 11:00 AM
Language:
English
Japanese
Thai
No items found.
Content Track:
Advising Clients

Do you know how to sell to multiple generations of a family, including the keys to understanding each generation and how to convert them all into clients? Manning explains how to do all of that while creating a never-ending list of referrals and a stable income stream for your business.

Panel discussion: Top of the Table partnership built on listening, empathy and togetherness

Young Joo Jeon
Session Type:
Focus Session
Presentation Language:
Korean
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Jeon
June 9, 2026 1:30 PM
Language:
Korean
No items found.
Content Track:
Marketing

Evolving technologies, new opportunities and constant distractions continue to reshape our perspectives and practices. MDRT members explore the enduring principles that define the profession and the standards advisors must uphold to preserve its true foundation.

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.

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

Ted Rusinoff
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Rusinoff
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?

Ask 25 purpose-driven questions for financial consultants

Vincent Gan, ChFC, CLU
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
11:00 am
Gan
June 10, 2026 11:00 AM
Language:
English
Mandarin
No items found.
Content Track:
Advising Clients

Clients aren’t just looking for numbers; they’re seeking meaning, direction and someone who truly understands what matters to them. Gan distills more than two decades of professional insight into 25 purpose-driven questions designed to spark trust, uncover deep motivations and guide transformative conversations.

Investing in the original AI: Advisor intelligence

H. Adam Holt, ChFC, CFP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Holt
June 9, 2026 1:30 PM
Language:
English
Thai
No items found.
Content Track:
Advising Clients

As clients gain access to increasingly sophisticated digital tools, the traditional approach of presenting multipage financial plans is quickly losing relevance. Holt explains how to deliver more meaningful client experiences and why the true differentiator is not artificial intelligence — it is advisor intelligence: your unique blend of empathy, judgment, real-time insight and trust-building that only an advisor can deliver.

Focus Session Power Hour

Danny O'Connell, MBA
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
9:30 am
O'Connell
June 10, 2026 9:30 AM
Language:
English
Japanese
Mandarin
Thai
No items found.
Content Track:
Practice management

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

Paresh B. Shah, CFP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
11:00 am
Shah
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.

Panel discussion: Study group your way to success

Anthony Matthews Jones, BSc (Hons), QFA
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
11:00 am
Jones
June 10, 2026 11:00 AM
Language:
English
No items found.
Content Track:
Practice management

Why is it important to create or join study groups among MDRT members? Several members with study group experience share how they have gained knowledge and experience from their MDRT colleagues, as well as the experience of their international peer group and how they collaborated to write and publish a book.

Panel discussion: Study group your way to success

Plabita Priyadarshi
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
11:00 am
Priyadarshi
June 10, 2026 11:00 AM
Language:
English
No items found.
Content Track:
Practice management

Why is it important to create or join study groups among MDRT members? Several members with study group experience share how they have gained knowledge and experience from their MDRT colleagues, as well as the experience of their international peer group and how they collaborated to write and publish a book.

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.

No results found.
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