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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. 

7 Steps for addressing your customer's growing needs

Nuttawut Chutipong
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Sunday, June 22, 2025
Start Time:
2:00 pm
Chutipong
Language:
Thai
No items found.
Content Track:
Advising Clients

Strategies for identifying clients’ financial risks include analyzing, diagnosing and proposing solutions based on relevant information. By offering tailored solutions and appropriate products, Chutipong shares how building strong relationships and providing continuous support with clients fosters a collaborative approach to financial planning and ensures clients’ financial needs are met.

MDRT Academy session: Break through to the next level

Tim Daniel Clairmont, MSFS, LACP
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
12:00 pm
Clairmont
Language:
English
No items found.
Content Track:
Practice management

How can you break through the barriers to success and achieve this ever-elusive goal? At this session specially designed for MDRT Academy members, Clairmont shares three tried-and-true ideas for achieving the success — including MDRT qualification — that’s on the horizon.

Trust, goals and passionate ambivalence: Mastering the art of authentic advising

Tim Daniel Clairmont, MSFS, LACP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
3:00 pm
Clairmont
Language:
English
Hindi
Japanese
No items found.
Content Track:

Learn Clairmont’s three key concepts — the framework for building and maintaining client relationships through authentic, consistent interactions; a structured way to set and achieve meaningful goals; and a philosophy that balances genuine care with professional detachment — to advance your client relationships while maintaining your integrity and personal well-being:

Beyond numbers: Whole Person

Herman Colin, LUTCF, CLI
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Monday, June 23, 2025
Start Time:
2:30 pm
Colin
Language:
Spanish
No items found.
Content Track:
Whole Person

While being an MDRT member is an incredible opportunity to gain new ideas, learn from the best and refine our skills, sometimes we only focus on having good numbers when being part of MDRT goes beyond that. Colin discusses the importance of striving to be better individuals and shares insights on how to focus on becoming the best versions of ourselves, both personally and professionally.

Panel discussion: Foolproof strategies for countless referrals

Melisa Alejandra Corella Gastelum
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Sunday, June 22, 2025
Start Time:
1:30 pm
Corella Gastelum
Language:
Spanish
No items found.
Content Track:
Practice management

Corella Gastelum and Medrano Torres share some foolproof techniques to increase the raw material of every advisor: referrals.

Balancing financial advisors: Key strategies for sustainable growth without burnout

Alfredo Cortés
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Sunday, June 22, 2025
Start Time:
2:30 pm
Cortés
Language:
Spanish
No items found.
Content Track:
Whole Person

Cortés explores practical strategies for managing a large client portfolio while maintaining personal well-being. Discover how to optimize your time, prioritize tasks and stay focused as you expand your business while enjoying a balanced and fulfilling life.

Panel discussion: How to talk about MDRT with your clients

Robert Cullen, FSCP, MBA
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
11:00 am
Cullen
Language:
English
No items found.
Content Track:
Practice management

Do your clients know the value your MDRT membership brings to them? Join this session to learn strategies for talking about MDRT with clients and how this important skill can bolster your reputation and business.

12x Top of the Table with 4 new clients each year

Rickson Joel D'Souza
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
12:30 pm
D'Souza
Language:
English
No items found.
Content Track:
Whole Person

D’Souza shares how he grew his practice exponentially with fewer clients, offering strategies on niche selection, patient prospecting and applying entrepreneurial principles to create sustainable growth. He also emphasizes achieving balance by building a freedom-generating practice, allowing him 137 travel days last year while exceeding revenue goals.

12x Top of the Table with a 46-day summer vacation

Rickson Joel D'Souza
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 25, 2025
Start Time:
11:00 am
D'Souza
Language:
English
No items found.
Content Track:

You read that right. By identifying his right-fit clients, developing a time management system and committing to both professional and personal goals, D’Souza has maximized his production without sacrificing balance. Learn how to personalize his tools to create your own unique formula for balance and long-term success.

Panel discussion: Boosting your business: Women entrepreneurs transforming the insurance industry

Codesh Shekinah De Jesus Hernandez
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
De Jesus Hernandez
Language:
Spanish
No items found.
Content Track:

Join four dynamic speakers for this inspiring talk, where they will share their transformative journeys through growth, resilience and success. Discover how to adopt a long-term vision to drive your personal and professional transformation and develop habits that empower and help you build a legacy while also learning how to navigate challenges, overcome adversity with love and determination, and live a balanced life in any situation.

5 key principles to achieve Top of the Table

Marcelo H. De Rada
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Sunday, June 22, 2025
Start Time:
11:00 am
De Rada
Language:
Spanish
No items found.
Content Track:
Marketing

If you are seeking a significant change in your career as an advisor, then it's crucial to evaluate your activity levels. De Rada reveals why your closing percentage is the key variable you need to focus on beyond the number of appointments with prospects and how to improve this essential metric.

Serve and retain clients through high-quality staff management

Derek Wong Tuck Kong
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
2:30 pm
Derek Wong Tuck Kong
Language:
English
No items found.
Content Track:
Practice management

How does Derek Wong Tuck Kong service more than 5,000 policies? Learn how he has built a highly engaged, 10-person support staff with well-defined roles that create strong relationships and satisfied clients.

Serve and retain clients through high-quality staff management

Derek Wong Tuck Kong
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Start Time:
Derek Wong Tuck Kong
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:
Practice management

How does Derek Wong Tuck Kong service more than 5,000 policies? Learn how he has built a highly engaged, 10-person support staff with well-defined roles that create strong relationships and satisfied clients.

How to get your clients engaged and buying, then how to keep them engaged and paying

Simran Dhillon, ADFS, B Comm
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
2:30 pm
Dhillon
Language:
English
No items found.
Content Track:
Marketing

Dhillon shares the questions he asks to show the client he cares about what’s important to them and the visuals he uses so clients understand what he is doing for them. Discover how to keep clients engaged in planning and turn them into advocates of what you do.

Homework for life

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

By committing to a small daily habit, Dicks says, we can uncover hidden stories, sharpen our ability to connect with others, develop a deeper appreciation for our personal experiences and understand ourselves better. He reveals how this practice leads to better storytelling, heightened awareness and lasting personal growth.

Turning failure into feedback to survive and thrive

Richard Dobson, CFP
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
12:30 pm
Dobson
Language:
English
No items found.
Content Track:
Advising Clients

While not getting a positive outcome with a client is discouraging, the lessons these situations provide are valuable and often ignored. Dobson explains how to view failure as feedback to "mine" these experiences and come out ahead.

Staying motivated in challenging times

Eunice Díaz Ledezma
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Tuesday, June 24, 2025
Start Time:
12:00 pm
Díaz Ledezma
Language:
Spanish
No items found.
Content Track:
Whole Person

Though challenges are inevitable in both life and business, what makes a difference is the ability to remain focused and motivated. Díaz Ledezma shares tools and strategies to maintain a resilient, focused and optimistic mindset so you can transform obstacles into opportunities for growth and stay motivated when others give up, as perseverance can be the key difference between success and stagnation.

Business insurance planning: 7 sales in one

Bradford L. Elman, CLU, ChSNC
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
12:00 pm
Elman
Language:
English
No items found.
Content Track:
Advising Clients

Business life and disability insurance are a lot easier to sell than personal life insurance, Elman says. Learn why this approach makes it much easier to get referrals, leads to personal insurance and financial planning cases automatically, and creates opportunities for additional coverage, including key person life, key person disability, buy-sell life, buy-sell disability, corporate paid life as an executive benefit, and individual disability to supplement the corporate group plan.

Mentorship mastery: Building lasting connections and transforming practices through MDRT

Seana Fardy, CFP, CLU
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 25, 2025
Start Time:
9:30 am
Fardy
Language:
English
Hindi
Mandarin
No items found.
Content Track:

Sharing a transformative journey through the MDRT Mentoring Program, Fardy and Mitchell reveal how a simple online match blossomed into a meaningful professional relationship that still impacts both of their lives today. Learn how they structured their meetings around the MDRT mentorship framework, using it to navigate career transitions like succession planning and team building, and found unexpected value in their evolving friendship.

Panel discussion: Mentorship mastery: Building lasting connections and transforming practices through MDRT

Seana Fardy, CFP, CLU
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
11:30 am
Fardy
Language:
English
No items found.
Content Track:
Practice management

Discover how you can leverage MDRT mentorship to elevate your practice and create a network of support for years to come. Sharing a transformative journey through the MDRT Mentoring Program, Fardy and Mitchell reveal how a simple online match blossomed into a meaningful, professional relationship that still impacts both of their lives today through growth, guidance and much more.

Mentorship mastery: Building lasting connections and transforming practices through MDRT

Seana Fardy, CFP, CLU, Dana Mitchell, CFP, CLU
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 25, 2025
Start Time:
9:30 am
Fardy, Mitchell
Language:
English
Hindi
Mandarin
No items found.
Content Track:

Sharing a transformative journey through the MDRT Mentoring Program, Fardy and Mitchell reveal how a simple online match blossomed into a meaningful professional relationship that still impacts both of their lives today. Learn how they structured their meetings around the MDRT mentorship framework, using it to navigate career transitions like succession planning and team building, and found unexpected value in their evolving friendship.

Dividing your target market into approachable groups

Salzina Cruzinha Fernandes
Session Type:
Focus Session
Presentation Language:
Hindi
Date of Session:
Wednesday, June 25, 2025
Start Time:
11:00 am
Fernandes
Language:
Hindi
No items found.
Content Track:

Go deeper into target marketing as Fernandes explains her method of market segmentation to drive professional growth and long-term success. Learn to identify subsets based on values, attitudes, priorities and much more as you refine your concept of right-fit clients and how you can best serve them.

Undertaking a business metamorphosis: Transform your leadership and open yourself to innovation

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

After more than 200 conversations with global leaders, innovators and visionaries on his podcast, Fernández has learned impactful lessons that have transformed his views on success, leadership and innovation. Learn practical ideas and strategies you can implement on your path to leadership and business success that will challenge your convictions and expand your vision of human and organizational potential.

Secrets of a champion mindset

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

What separates the best from the rest? Fletcher unpacks the mindset shifts that drive continuous growth and lasting success — including how to apply curiosity and connection to fuel deeper relationships and new levels of performance.  

Improve your hiring and supersize your results

Carlyle Fletcher, CLU
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
1:30 pm
Fletcher
Language:
English
No items found.
Content Track:

Are your recruiting strategies leading to the best possible outcomes? Fletcher shares techniques to ensure you're hiring only ideally suited candidates who can help build your team and your business.

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