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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: Unity in diversity

M. Mubashir Hassan, MBA
Session Type:
Focus Session
Presentation Language:
Hindi
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
Hassan
Language:
Hindi
No items found.
Content Track:

What challenges do advisors face in different countries, and how do they find solutions? Learn how members in India, Sri Lanka and Pakistan approach AI, identify opportunities to help clients, and develop strong relationships that create both trust and stable businesses. This session will be presented in a combination of Hindi and English.

Panel discussion: Unity in diversity

M. Mubashir Hassan, MBA, Sneha Prakash Manjrekar, BA, R. Sepalika Panagoda, MFA
Session Type:
Focus Session
Presentation Language:
Hindi
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
Hassan, Manjrekar, Panagoda
Language:
Hindi
No items found.
Content Track:

What challenges do advisors face in different countries, and how do they find solutions? Learn how members in India, Sri Lanka and Pakistan approach AI, identify opportunities to help clients, and develop strong relationships that create both trust and stable businesses. This session will be presented in a combination of Hindi and English.

Panel discussion: How to talk about MDRT with your clients

Julianne Hertel, CLU, CHFC
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
11:00 am
Hertel
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.

20 sales ideas in 20 minutes

Sarah Hogan, FPFS
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
3:30 pm
Hogan
Language:
English
No items found.
Content Track:
Marketing

Get ready to take notes! Hogan provides a quick-fire round of sales ideas and other concepts you can use with clients to generate more business and ensure your clients are protected.

Panel discussion: The first MDRT book club in Europe

Sarah Hogan, FPFS
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
11:30 am
Hogan
Language:
English
No items found.
Content Track:
Advising Clients

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.

How much is your day worth?

Seokwon Hong
Session Type:
ConneXion Zone
Presentation Language:
Korean
Date of Session:
Monday, June 23, 2025
Start Time:
12:00 pm
Hong
Language:
Korean
No items found.
Content Track:
Whole Person

Drawing from successful experience in transitioning from the individual market to the physician market, Hong presents effective strategies for time management and productivity enhancement. Learn how to maximize the value of your daily 24 hours — time that's equally given to everyone.

From success to fulfillment — the sustaining power for high achievers

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

Many high achievers get caught up in the endless pursuit of success, but when the applause fades and the spotlight dims, what’s left? Hoo explains how to shift from merely chasing achievements to experiencing a life of meaning and lasting fulfillment.

Train your brain to improve your mental fitness

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

Did you know that your own well-being and stress levels can affect the way you manage your practice and relationship challenges? Horenstein encourages you to uncover roadblocks that are hindering peak performance and explore ways to utilize neuroscience and technology to rise above with resilience.

From holistic life to holistic retirement

Hsin-hua Hsu
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Sunday, June 22, 2025
Start Time:
11:30 am
Hsu
Language:
Mandarin
No items found.
Content Track:
Advising Clients

Hsu explores three global retirement trends: aging demographics, shifting retirement ages and increasing employment among those over 65. Learn how utilizing new thoughts can lead to challenging traditional retirement concepts, regaining control of your life and creating a better life.

Changes and constants in the AI era

Cheng-Kan Huang
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Sunday, June 22, 2025
Start Time:
2:30 pm
Huang
Language:
Mandarin
No items found.
Content Track:
Advising Clients

AI is overwhelmingly affecting our work and life, so we can't help but wonder if it’s no longer necessary to work. Will we lose our jobs? Huang shares some practical tools to leverage AI and use fragmented time to maximize productivity while reinforcing the values that AI cannot replace: the importance of life insurance advisors.

How to turn your referrals into your ambassadors

Janet Huaracha Magana
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Tuesday, June 24, 2025
Start Time:
1:30 pm
Huaracha Magana
Language:
Spanish
No items found.
Content Track:
Practice management

Huaracha Magana addresses two key strategies: prospecting and creating networks of influence. Learn how to combine these strategies to create a positive cycle that allows you to strengthen your long-term relationships with clients, prospect organically through cross-referrals and have your most influential clients become your ambassadors.

How to turn your referrals into your ambassadors

Janet Huaracha Magana
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Monday, June 23, 2025
Start Time:
1:30 pm
Huaracha Magana
Language:
Spanish
No items found.
Content Track:

Huaracha Magana addresses two key strategies: prospecting and creating networks of influence. Learn how to combine these strategies to create a positive cycle that allows you to strengthen your long-term relationships with clients, prospect organically through cross-referrals and have your most influential clients become your ambassadors.

Panel discussion: Mastering the psychology of self-worth to drive radical business growth

Ross G. Hultgren, CFP, DFP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
Hultgren
Language:
English
Hindi
Thai
No items found.
Content Track:

How can changes you make in your psychology directly translate into business success? Get to the core of developing and translating value while learning new techniques to drive referrals, revenue and much more.

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

Katherine Hunt
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
Hunt
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.

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

Katherine Hunt, Jeffrey Scott, CFP, Ph.D.
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
Hunt, 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.

Do your parents have life insurance?

Kyu Sang Hwang
Session Type:
ConneXion Zone
Presentation Language:
Korean
Date of Session:
Monday, June 23, 2025
Start Time:
12:30 pm
Hwang
Language:
Korean
No items found.
Content Track:
Marketing

Based on his real-life experiences, Hwang shares effective techniques for proposing life insurance to the parents of clients in their 30s.

Your life plan is like a flight plan

Rodrigo Ibanez Barquet
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Wednesday, June 25, 2025
Start Time:
9:30 am
Ibanez Barquet
Language:
Spanish
No items found.
Content Track:

Are you truly aware of the power of your thoughts and everything you can achieve with them? Ibáñez Barquet teaches you how to reset your mindset to attract abundance and leave all doubts behind. Discover how to turn your thoughts to your advantage and turn obstacles into opportunities with a life plan to achieve the success you desire.

Communicate the needs for inheritance planning

Fuyuki Igarashi
Session Type:
ConneXion Zone
Presentation Language:
Japanese
Date of Session:
Sunday, June 22, 2025
Start Time:
12:30 pm
Igarashi
Language:
Japanese
No items found.
Content Track:
Marketing

Igarashi shares his approach to inheritance planning, highlighting how he differentiates civil law and tax law in a clear and simple way for clients. He provides examples of how to effectively divide an estate to protect the legacy, create funds for inheritance taxes and reduce tax liabilities.

How I protect my clients

Nana Inatomi
Session Type:
ConneXion Zone
Presentation Language:
Japanese
Date of Session:
Sunday, June 22, 2025
Start Time:
2:30 pm
Inatomi
Language:
Japanese
No items found.
Content Track:
Advising Clients

Inatomi shares how she earns referrals by creating a family tree to raise awareness about financial needs, taking into account the parents' pensions, as well as to prepare for the events of death, disability and the necessity for nursing care for either parent.

A 3-step action plan to recruit and onboard Gen Z

Laszlo Ivanizs
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
2:00 pm
Ivanizs
Language:
English
No items found.
Content Track:
Practice management

Many advisors want to connect with younger generations but don’t know where to start. Ivanizs explains how to connect with these in-demand clients via social media, develop and post content that reaches prospects, and convert engagements into leads and insurance agents.

The hidden potential of life insurance learned from cancer

Takayuki Iwao
Session Type:
ConneXion Zone
Presentation Language:
Japanese
Date of Session:
Sunday, June 22, 2025
Start Time:
2:00 pm
Iwao
Language:
Japanese
No items found.
Content Track:
Marketing

When you enhance your understanding of cancer, your communication will improve, prospects will agree to your proposals and your clients' sense of security will increase even further. Iwao explains the importance of understanding the emotions of clients when diagnosed, as well as how their families might feel, and provide a ray of hope with life insurance.

Driving continued success through the art of referrals

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

What processes do you have in place to establish consistency in your business? Jain shares why no amount of effective prospecting or service will generate stability and growth if you don’t know how to inspire, ask for and secure referrals from satisfied clients. This session will be presented in a combination of English and Hindi.

From fear to confidence: Embracing AI for competitive advantage

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

AI is often surrounded by myths and misconceptions that can create fear and uncertainty. Jajal explains how you can cut through the confusion, understand the real potential of AI and see how it can drive innovation, operational efficiency and strategic growth as your most valuable asset rather than a perceived threat.

Market development strategies through comprehensive financial planning

Supawich Jedeetha, CFP
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Tuesday, June 24, 2025
Start Time:
11:30 am
Jedeetha
Language:
Thai
No items found.
Content Track:
Marketing

Jedeetha has built a reputation as a dedicated financial planner who prioritizes trust over sales. This philosophy has earned him the confidence of his clients, who now seek his advice on both financial and non-financial matters. Learn how, by providing detailed, client-focused guidance, he has secured repeat business and referrals without having to actively pursue new clients for three years.

Mental agility: Harnessing adversity to unlock opportunities

Inky Johnson
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
5:30 pm
Johnson
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

Mental agility is the ability to adapt, pivot and thrive in the face of adversity, change and uncertainty. Johnson explains how viewing challenges not as roadblocks but as steppingstones for growth and innovation will empower you to reframe your perspective, navigate life’s uncertainties with confidence, and harness the potential within every challenge to achieve greater success and fulfillment.

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