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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. 

Mindset matters: Redefining perspectives on retirement planning

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

Retirement planning is one of the most important aspects of a complete financial plan, yet Savla says this planning remains underemphasized in many countries. He shares opportunities in this essential market and how you can reshape your presentation and clients’ perspectives about options for retirement. This session is part of the Hindi track and will be presented in English.

“Would you do this to your mother?”: The ethics of advice

Jeffrey Scott, CFP, Ph.D.
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
Scott
Language:
English
No items found.
Content Track:

Using practical, real-life examples, Hunt and Scott examine the ethical considerations and trade-offs financial advisors must make when providing advice to clients. Gain insights on individual autonomy, client personality and pricing for advice while engaging with activities, thought-provoking case studies and peer-to-peer learning.

30% growth every year: A tried and tested methodology for lifetime MDRT qualification

Augustine Seah, BSc
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
1:30 pm
Seah
Language:
English
Thai
No items found.
Content Track:

How can you develop your business to ensure and plan for growth each year? Seah shares how he dissects his business into six departments, which allows for a thorough review and the opportunity for himself, his staff and his clients to grow effectively.

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

Augustine Seah, BSc
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
3:00 pm
Seah
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.

The power of asking the right questions

Kwanchanok Sikiwat
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Sunday, June 22, 2025
Start Time:
12:30 pm
Sikiwat
Language:
Thai
No items found.
Content Track:
Practice management

Asking the right questions is the key to unlocking the potential of prospects and achieving desired outcomes. Sikiwat explores the core principles and techniques for crafting impactful questions as well as essential strategies to enhance your questioning skills and drive meaningful results.

Panel discussion: The first MDRT book club in Europe

Pawel F. Skotnicki
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
11:30 am
Skotnicki
Language:
English
No items found.
Content Track:

Learn the process of launching the first European book club from scratch, including the first steps taken and how the first year was navigated. Members of the club share the seven principles of belonging to a book club while detailing the MDRT Europe book club’s achievements, challenges, opportunities and obstacles overcome.

The transformation from a Thai national gymnast to a nationally accredited professional financial planner

Jidapa Srimuang, CFP, LUTCF
Session Type:
Focus Session
Presentation Language:
Thai
Date of Session:
Wednesday, June 25, 2025
Start Time:
11:00 am
Srimuang
Language:
Thai
No items found.
Content Track:

Discover Srimuang’s insights for establishing clear objectives, maintaining discipline and utilizing your time efficiently while collaborating with clients.

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

Chris 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

Chris 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., FChFP
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.

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