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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. 

Planned vs. unplanned legacy: Choosing your family’s future

Narangsan Suracharoenchaikul, FChFP
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:00 pm
Suracharoenchaikul
Language:
Thai
No items found.
Content Track:

Suracharoenchaikul examines why delaying estate planning can lead to legal delays, family conflict, tax burdens and business disruption. Through two real-world comparisons, he explains the contrast between unplanned outcomes and structured planning to demonstrate how proactive estate planning enables smooth wealth transfer, reduces unexpected costs and preserves family relationships while supporting long-term continuity of assets and businesses.

Online marketing strategies: From everyday content to six-figure cases

Kanjana Surapraphant
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:00 pm
Surapraphant
Language:
Thai
No items found.
Content Track:

Surapraphant explores how online marketing can evolve from serving entry-level buyers to closing six-figure cases. The focus is on building personal credibility through content, crafting posts that attract higher-purchasing segments and shifting the sales mindset toward larger cases. Learn practical approaches to expanding your client base through social media and applying these strategies to grow business results from tens of thousands to hundreds of thousands sustainably.

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
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.

Digital marketing journey to MDRT achievement

Pitchuda Suwannasarn
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Sunday, June 7, 2026
Start Time:
11:30 am
Suwannasarn
Language:
Thai
No items found.
Content Track:

Suwannasarn shares her journey of being a former corporate employee who built a stable, fully online career and achieved MDRT within nine months during a time of widespread uncertainty. She highlights how digital marketing enabled consistent client acquisition, supporting more than 90 new clients annually, and how resilience, online strategy and a service mindset can transform challenges into sustainable MDRT success.

The power of recommendations: How to grow your clientele with credibility and strategy

Dimosthenis Sykovaris, ACS
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 7, 2026
Start Time:
2:00 pm
Sykovaris
Language:
English
No items found.
Content Track:

Qualified referrals don’t happen by accident, Sykovaris says. Using his four-pillar system, learn how to first change your mindset and then build trust into your client relationships, leading to more and better referrals.

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
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.

Extraordinary versus ordinary advisors: How to stand out

Eszylfie Taylor
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
8:00 am
Taylor
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:
Whole Person

After coaching thousands of advisors and failing thousands of times himself, Taylor has seen that advisors who thrive in the long term must do something a little “extra.” Learn how to identify and implement those differentiating behaviors and mindsets that define yourself as extraordinary in the eyes of clients and prospects.

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
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.

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
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.

Finding your niche: How focus ignited 24x growth

Phil Thompson
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
9:30 am
Thompson
Language:
English
No items found.
Content Track:
Practice management

Most advisors think more services mean more growth, but often it just means more stress. Thompson shares how narrowing his focus to one niche (insurance-only advice) turned a struggling business into one that grew 24x in six years.

Succession planning for bigger cases: From paperwork to peace

Sanjay Tolani, Ph.D., MBA
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
8:00 am
Tolani
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:
Advising Clients

Even the most successful families can lose everything without the proper planning. Tolani shares how to create a road map for wealth, leadership succession and income distribution that guarantees high-net-worth clients remain united and prosperous.

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
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.

Recognition and case size: Aqua marketing to let go of busyness

Mizuki Torii
Session Type:
ConneXion Zone
Presentation Language:
Japanese
Date of Session:
Sunday, June 7, 2026
Start Time:
3:30 pm
Torii
Language:
Japanese
No items found.
Content Track:

Ohishi will introduce a system to generate larger case size and consistent results not relying on activity volume—methods you too can implement. While with Nippon Life, she qualified for MDRT through “10 meetings per day × 3 days per week” while also serving as a cheerleader 3 days/week. After becoming independent, she evolved this further to “Results = Activity × Opportunity” and “A chosen marketing approach earning 10 DMs/day.”

Strong branding: Consulting on overall financial assets from defined contribution pension plans

Takako Tsuruta
Session Type:
ConneXion Zone
Presentation Language:
Japanese
Date of Session:
Tuesday, June 9, 2026
Start Time:
12:30 pm
Tsuruta
Language:
Japanese
No items found.
Content Track:

The corporate defined contribution (DC) pension plan is institutionally complex. DC is complicated enough for us in the financial business, but more so for our clients. Therefore, it is crucial to listen to our clients' needs, fully understand the program, and plan their overall asset portfolio as if it is for you. Tsuruta will introduce a consulting approach that collaboratively sets goals and desired outcomes through conversation with the client, providing long-term support.

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
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 new rules of confident communication

Giselle Ugarte
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Start Time:
Ugarte
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

Do you know how to harness your personal touch in a technology-driven world to build trust, strengthen long-term relationships and stand out with clarity and authenticity? Gain Ugarte’s actionable, confidence-boosting techniques you can apply immediately to enhance your presence, deepen connection and drive greater retention and results.

Panel discussion: Top strategies to attract future MDRT advisors

Remus Ungureanu
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Ungureanu
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.

Building the framework and delivering protection

Takumi Uno
Session Type:
Focus Session
Presentation Language:
Japanese
Date of Session:
Wednesday, June 10, 2026
Start Time:
11:39 am
Uno
Language:
Japanese
No items found.
Content Track:
Whole Person

Uno shares his philosophy and how he derived to the insight, which led him to think and approach his business and life.

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

Catalina Vega
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Monday, June 8, 2026
Start Time:
3:00 pm
Vega
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.

Working with high-net-worth markets without neglecting the youth market

Adrián Fabricio Villareal Alfaro, FSCP, CLI
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Sunday, June 7, 2026
Start Time:
3:30 pm
Villarreal Alfaro
Language:
Spanish
No items found.
Content Track:

Villarreal Alfaro provides a simple, quick and practical overview of his strategies for attracting high-net-worth clients. He discusses how he has developed this market, handled common objections and successfully closed deals, all while also serving and adapting to another important market: young people. Gain valuable insights that you can implement immediately to grow your business.

How to turn your personal brand into a magnet for clients: The power of social media in the financial world

Pablo Vázquez Moya
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Sunday, June 7, 2026
Start Time:
1:00 pm
Vázquez Moya
Language:
Spanish
No items found.
Content Track:

Pablo Vázquez shares how he went from being a financial advisor with a traditional portfolio to becoming a reference on social networks and positioning his personal brand, reaching thousands of people in different countries and getting prospects to arrive by themselves in an organic way. Through his personal experience, he will show how the combination of clear specialization, a targeted message and the strategic use of social media can transform the way advisors attract clients and build trust in the digital environment. Discover practical principles to develop an authentic personal brand, create content that connects with your ideal customer and turn your visibility into real business opportunities.

The AI-powered decade: The future favors the bold

Mike Walsh
Session Type:
Court of the Table/Top of the Table
Presentation Language:
English
Date of Session:
Sunday, June 7, 2026
Start Time:
12:30 pm
Walsh
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

Over the next decade, the most successful professionals will not be those who simply adopt new tools but those who reposition their role, their value and the scale of impact they can achieve. Walsh explores the road to 2036 and the rise of an AI-powered decade, where automation, algorithms and digital labor fuel a fifth Industrial Revolution — and where caution is not rewarded but favors those bold enough to rethink how value is created, how work gets done and what leadership really means in a world of abundant intelligence.

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
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.

HNW client strategy masterclass

Ya-Hui Wang
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Tuesday, June 9, 2026
Start Time:
Wang
Language:
Mandarin
No items found.
Content Track:

Discover proven tactics for scaling a professional community from 10 to 5,000 members in a decade. Wang’s four KASH principles for cultivating high-net-worth clientele will provide solutions for overcoming common obstacles, enabling you to become an influential industry leader.

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
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.

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