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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. 

Panel discussion: How the MDRT Family of Brands can be a resource in each phase of your professional journey

Christopher Lynn Stark, FICP, CLTC
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
1:00 pm
Stark
Language:
English
No items found.
Content Track:
Practice management

In case you missed it, the MDRT family has grown. Discover how the MDRT Academy (designed to help advisors advance to the level of MDRT qualification) and the MDRT Center for Field Leadership (providing resources for field and home office leaders) can help you and other advisors learn and grow at every career stage.

MDRT Center Speaks: Converting your advisors to MDRT using data and empathy

Christopher Lynn Stark, FICF, CLTC
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
3:00 pm
Stark
Language:
English
No items found.
Content Track:

Do you want to use data to drive decisions and goals as well as enhance your leadership through emotional intelligence? This rapid-fire session explores essential steps to these important factors for productivity and connection while driving more of your team members to qualify for MDRT.

Mind Control

Junghun Suh
Session Type:
Focus Session
Presentation Language:
Korean
Date of Session:
Wednesday, June 25, 2025
Start Time:
11:00 am
Suh
Language:
Korean
No items found.
Content Track:

This is a story about how to cope with moments of risk and the true value and importance of insurance, realized through the illness experienced by a veteran FC with 17 years of experience. Suh explains why now is the time to reflect on the meaning of insurance that truly protects the lives of clients, not just selling products, and to learn how to truly approach clients.

Attracting new prospects remotely and achieving a 100% deal closure rate

Thanan Sukreepirom, FChFP, AChFP
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Sunday, June 22, 2025
Start Time:
3:00 pm
Sukreepirom
Language:
Thai
No items found.
Content Track:
Practice management

Sukreepirom shares proven strategies for attracting new prospects and consistently achieving a 100% success rate in closing deals as well as how to replicate the success he has found with the application of the 3B's technique.

The colors of transformation

Aleyda Nelly Sánchez Garcia
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Monday, June 23, 2025
Start Time:
2:00 pm
Sánchez Garcia
Language:
Spanish
No items found.
Content Track:
Whole Person

When we make conscious decisions, we can change our reality and reach new levels of success. In this session, Aleyda Sánchez will share three key decisions that transformed her life, which you can also apply: strengthening your personal finances, redefining your ambitions, and integrating passion and purpose into your life. Join her and be inspired to turn challenges into opportunities and build sustainable success.

Referral psychology: Create endless referrals like turning on your tap

Elijah Tan
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
1:30 pm
Tan
Language:
English
No items found.
Content Track:
Marketing

Despite only being an advisor for two years, Tang has employed various psychological concepts to build his referral system — with more than 50% of his client base coming from referrals in his second year. Gain insights to utilize this system and empower clients to not just want to refer you but know how to do just that.

Panel discussion: Inspire, lead and grow your agency team

Mei Yun Gwendolyn Tan, BSc (Hons), ChFC®/S
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
1:30 pm
Tan
Language:
English
No items found.
Content Track:

Leaders from Singapore, Mexico, the Philippines and the U.S. share best practices you can apply to elevate your team’s satisfaction and performance. Learn to boost advisors’ self-image, navigate change and build sustainable agency processes.

Objection-free sales process: 6 steps to increased productivity and retention

Eszylfie Taylor
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
2:30 pm
Taylor
Language:
English
No items found.
Content Track:
Advising Clients

From positioning your language to increasing production for any solution, Taylor takes you through each step of his system. Learn how to build relationships and develop a process that is easily repeatable as well as scalable.

Grasp online and offline opportunities

Chee Kok Teh
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Monday, June 23, 2025
Start Time:
2:00 pm
Teh
Language:
Mandarin
No items found.
Content Track:
Marketing

Discover Teh’s strategy for harnessing digital resources in the AI era to generate quality leads and how to transform your core client base to create sustainable repeat business through a seven-step approach.

Engaging clients through compelling storytelling strategies

Sarutikorn Thansakun, Ph.D.
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Monday, June 23, 2025
Start Time:
2:30 pm
Thansakun
Language:
Thai
No items found.
Content Track:
Advising Clients

Since clients are more inclined to choose a plan that aligns with their financial goals and protects their loved ones, Thansakun shares how she communicates product value through a cohesive narrative of fostering long-term relationships, encouraging repeat business and inspiring them to recommend the coverage to others, thereby building growth and trust.

The future of being human

Nicholas Thompson
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
8:00 am
Thompson
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

Transformations in science and technology are reshaping every stage of life: how we’re born, how we live and work, how we relate to one another, how we’ll die and how we’re remembered. Thompson explains today’s most significant tech trends and how you can understand and embrace them. 

Embracing the new age of financial planning

Zhenrong Jeremy Tian, CLU®/S ChFC®/S
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
1:30 pm
Tian
Language:
English
No items found.
Content Track:
Advising Clients

The world is changing and so are the people in it. Tian explains how to understand the problems that new generations are facing and how to evolve your strategies of financial planning to stay relevant and continue to provide value to clients of all demographics.

How Gen Z insurance professionals can master cross-generational management for post-war baby boom generation

Min-Hong Tsai
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Sunday, June 22, 2025
Start Time:
1:30 pm
Tsai
Language:
Mandarin
No items found.
Content Track:
Advising Clients

Baby boomers currently control most of the global wealth, creating significant opportunities in retirement planning and wealth transfer services. Tsai explains that success for Gen Z insurance professionals lies in bridging generational gaps through empathy, expertise and patience as well as constantly adjusting your approach with a positive mindset.

Strategies for planning pension taxation

Issaree Tunwilaikul
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Tuesday, June 24, 2025
Start Time:
12:30 pm
Tunwilaikul
Language:
Thai
No items found.
Content Track:
Marketing

Tunwilaikul has spent years developing her approach to communicating the opportunities provided by pension insurance. She shares strategies for simplifying this concept to clients, hosting seminars to generate referrals and targeting tax season as an especially impactful period for clients to take action.

How to achieve remarkable results and develop the habit of reflection

Mio Umezawa
Session Type:
Focus Session
Presentation Language:
Japanese
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
Umezawa
Language:
Japanese
No items found.
Content Track:

Umezawa discusses her strategies for achieving remarkable results while raising children, effective time management techniques and methods for self-reflection to maintain a healthy work-life balance. Learn how self-coaching and self-healing can help you balance your work and personal life while staying happy.

Launch to Excellence

Ross Vanderwolf, CFP
Session Type:
Launch to Excellence
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
3:00 pm
Vanderwolf
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

Whether you are a new MDRT member or attending the MDRT Annual Meeting for the first time, welcome. You are invited to connect with fellow members from across the globe at this engaging kickoff session designed to help you maximize your MDRT membership and meeting experience. You’ll hear from seasoned MDRT members who will share insights and advice as they pass along their secrets of success.   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, this session is open to all meeting attendees. The inspiration, guidance and camaraderie you discover will last well beyond your time in Miami Beach, Florida, USA.

Panel discussion: Enhance your financial approach to distinguish yourself with our exceptional financial planning services

Panupon Vungvilai, AFP
Session Type:
Focus Session
Presentation Language:
Thai
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
Vungvilai
Language:
Thai
No items found.
Content Track:

Two speakers share how tailoring your financial planning strategy to address clients’ specific needs not only helps you understand their unique financial goals, challenges and values but also ensures they enjoy a customized client experience.

What actually makes us happy? Lessons from the longest study of human life

Dr. Robert Waldinger
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Wednesday, June 25, 2025
Start Time:
1:00 pm
Waldinger
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

In an era when wealth, fame and high achievement are often glorified as the keys to success, the Harvard Study of Adult Development examines what actually helps people thrive by studying thousands of lives unfolding across nearly a century. Waldinger presents scientific findings about human well-being and how you can utilize these insights in your own personal and professional life.

Influence life by life

Yu-Han Wang
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Sunday, June 22, 2025
Start Time:
12:30 pm
Wang
Language:
Mandarin
No items found.
Content Track:
Whole Person

Wang shares her tragic story of losing her 50-year-old mother when she was 25 and how this profound loss forced her to confront the fact that life should not be consumed entirely by work, which she is passionate about explaining to others.

Leverage social media for minimalist sales

Haiyang Wang
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Tuesday, June 24, 2025
Start Time:
11:30 pm
Wang
Language:
Mandarin
No items found.
Content Track:
Marketing

In today's era of self-media, many insurance advisors are using different platforms to share their professional knowledge, empower insurance sales and expand new markets by developing their personal brand. Drawing on his extensive self-media success, Wang shares practical strategies that will benefit MDRT members worldwide.

Panel discussion: Managing a unified advisor brand

Haiyang Wang
Session Type:
Focus Session
Presentation Language:
Mandarin
Date of Session:
Wednesday, June 25, 2025
Start Time:
9:30 am
Wang
Language:
Mandarin
No items found.
Content Track:

Through real-life case studies, this panel explores how advisors can establish a professional image from multiple perspectives, master strategies for online and offline brand synergetic development, and create personal brand value.

Achieving 11 consecutive years of Court of the Table through retirement planning

Wang Jinghuan
Session Type:
Focus Session
Presentation Language:
Mandarin
Date of Session:
Tuesday, June 24, 2025
Start Time:
1:30 pm
Wang Jinghuan
Language:
Mandarin
No items found.
Content Track:

Based on the aging trend in China and lessons from Japan's experience, Wang Jinghuan explores how tailored services and personalized planning can effectively meet clients' retirement needs while emphasizing the value of long-term investments.

How to build a business that generates USD 30 million income annually

Shane E. Westhoelter, AEP, CLU
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 25, 2025
Start Time:
3:00 pm
Westhoelter
Language:
English
Japanese
Spanish
No items found.
Content Track:

How can  anyone go from selling door to door to building a national brand that earns  USD 30 million each year? Westhoelter explains how to know which clients to  keep and which to give up, how to attract and empower the right people, and  more key strategies to drive enormous ongoing success.

5 steps to develop a value-driven sales process

Wong Hui Delia
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
2:00 pm
Wong Hui Delia
Language:
English
No items found.
Content Track:
Practice management

How can you establish yourself as a trusted advisor by communicating your values? Wong Hui Delia illustrates techniques that can improve relationships with clients and create a consistent stream of referrals.

Failure is not the end, but the beginning of sales

Xia Wu
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Sunday, June 22, 2025
Start Time:
1:00 pm
Wu
Language:
Mandarin
No items found.
Content Track:
Marketing

While setbacks are an inevitable part of the sales process, they represent just one component of the broader journey. Wu suggests other aspects include adjusting your mindset in the face of rejection, making demand-oriented responses to challenges and utilizing KYC analysis tools for review.

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