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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. 

Grit, goals and greatness: Breaking excuses and building vision

John P. Foppe
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Foppe
June 9, 2026 1:30 PM
Language:
English
Mandarin
Spanish
No items found.
Content Track:
Whole Person

Success is not the absence of obstacles, but the presence of grit, determination and the discipline to focus on what truly matters. Foppe, who was born without arms, challenges members to recognize their “emergency excuses” and dismantle the myths that hold them back.

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

Young Joo Jeon; Jun Young Kim
Session Type:
Focus Session
Presentation Language:
Korean
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Jeon; Kim
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.

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

Magali Bernal; Dayra Irene Chavez; Alexandra de Jesus Garcia Yanez; Yeritzell Gonzalez
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Bernal; Chavez; Garcia Yanez; 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.

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

Delia Brimmer; Mark D. Olson, CFP, MSFS; Ted Rusinoff; Irene Stolte, ChFC
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Brimmer; Olson; Rusinoff; Stolte
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?

Start fast, retain for years: A people-led, AI-reinforced onboarding program

Devin Gaffney, FSCP, LUTCF; Avraam Pekris, BSc, MBA
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Gaffney; Pekris
June 9, 2026 1:30 PM
Language:
English
No items found.
Content Track:

AI is more than using ChatGPT for interview questions. Two leaders who have successfully integrated AI into their recruiting and training strategies share a blueprint for identifying and using tools to refine and streamline processes in agency management.

Transforming the way you build your financial advisory business

Jonathan Godshall C., MBA, LUTCF
Session Type:
MDRT Academy Sessions
Presentation Language:
Spanish
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Godshall
June 9, 2026 1:30 PM
Language:
Spanish
No items found.
Content Track:

Every moment and interaction offers an opportunity to build trust.  In this exclusive session for MDRT Academy members, Godshall highlights the importance of maintaining a strong professional image, engaging in authentic communication, and delivering a concise, effective presentation that conveys confidence and genuine value. This session will inspire you to listen actively, develop genuine empathy, and see objections as opportunities for dialogue. Godshall also shares techniques for closing sales and strategies to tailor each interaction. He emphasizes the importance of an organized, people-centered business approach focused on building lasting relationships.

Echo Session

Panitan Saengmaneetham, Nuttamol Traipok
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Saengmaneetham, Traipok
June 9, 2026 1:30 PM
Language:
Thai
No items found.
Content Track:

Saengmaneetham and Traiupok bring Thai members up to speed with insights from non‑Thai sessions across the meeting. These multilingual hosts recap key discussions, highlight major takeaways, and help bridge the gap for anyone who couldn’t attend.

How to sustain MDRT success each year via social media marketing

France Zaguirre
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
2:00 pm
Zaguirre
June 9, 2026 2:00 PM
Language:
English
No items found.
Content Track:

Can you consistently add value to existing clients without regular in-person meetings? France uncovers social media best practices and strategies to generate new business without hard selling, ensuring your calendar for next week is full without making appointment calls.

From 0 to 2 million followers: Create a brand that sells without selling

Paola Almontes
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Tuesday, June 9, 2026
Start Time:
2:00 pm
Almontes
June 9, 2026 2:00 PM
Language:
Spanish
No items found.
Content Track:

In a world where advisors compete with the same content, it is necessary to create an authentic digital presence that builds trust and drives sales without chasing clients. Almontes reveals how to identify the right audience, create relevant content and interpret the metrics that matter most. Discover the difference between empty virality and purposeful virality, and why authenticity is the most powerful advantage for any advisor.

Creative leadership: The courage to lead differently

Paige Williams
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
3:00 pm
Williams
June 9, 2026 3:00 PM
Language:
English
No items found.
Content Track:

Do you want to inspire your teams, navigate change with confidence and develop MDRT-ready advisors — without burning out? Discover a transformational framework for developing courageous, purpose-driven leaders and uncovering your own unique leadership superpowers and growth edges.

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.

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.

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.

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.

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.

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.

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
June 9, 2026 3:00 PM
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.

Working with female clients: Building trust, influence and legacy

Kavita Bothra
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
3:00 pm
Bothra
June 9, 2026 3:00 PM
Language:
English
No items found.
Content Track:
Advising Clients

Women today are shaping and controlling unprecedented levels of wealth, yet many advisors unintentionally sideline their voices. Bothra explains the behavioral nuances of working with female clients — how trust is built differently, why context matters more than numbers and how inclusive conversations transform relationships.

Climbing your Everest

Nelly Attar
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
3:00 pm
Attar
June 9, 2026 3:00 PM
Language:
English
Korean
Spanish
No items found.
Content Track:
Whole Person

Despite coming from Saudia Arabia, a country once considered the least active, Attar made history on regional and global stages by summiting K2 and conquering the five highest mountains. Learn powerful tools and resources to help you find your Everest and start climbing today.

Partner with the MDRT Academy for training success

Robert Cullen, FSCP, MBA
Session Type:
MDRT Academy Sessions
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
3:00 pm
Cullen
June 9, 2026 3:00 PM
Language:
English
No items found.
Content Track:

The MDRT Academy may be designed for individuals who haven’t yet reached MDRT, but it’s also helpful for MDRT members who train or manage junior advisors to learn how to implement the Academy and how the Academy provides support for those in training roles. Cullen shares an overview of the Academy’s tools and resources as well as an exploration of Trainer HQ — a website designed to help trainers guide advisors on their MDRT Academy journeys.

Court of the Table and Top of the Table Open Forum

.
Session Type:
Court of the Table/Top of the Table
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
7:30 am
June 10, 2026 7:30 AM
Language:
English
Cantonese
Mandarin
Japanese
Korean
Spanish
Thai
Content Track:

Focus Session Power Hour

Ross G. Hultgren, CFP, DFP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
9:30 am
Hultgren
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.

Focus Session Power Hour

R. J. Kelly, AEP, MSFS
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
9:30 am
Kelly
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.

Continuing high performance with individual insurance

Kosuke Ishihara
Session Type:
Focus Session
Presentation Language:
Japanese
Date of Session:
Wednesday, June 10, 2026
Start Time:
9:30 am
Ishihara
June 10, 2026 9:30 AM
Language:
Japanese
No items found.
Content Track:
Marketing

Ishihara has been closing at least one case every single week for more than 21 years since his rookie days. While many veterans transition to the business market, he places great importance on individual insurance and shares his secrets to continued high performance through seminar sales and developing the physicians’ market with individual insurance only.

Focus Session Power Hour

Helen Jayne West, APFS
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
9:30 am
West
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.

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