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The interpreted language session assignments listed are tentative.  English is the official language of the 2024 MDRT Annual Meeting. MDRT will provide simultaneous interpretation for Main Platform presentations and selected Focus Sessions when at least 50 registered members request a common language. Final determination of interpreted session options will be determined after May 8.

From self-employed to company director

Alejandro Hernandez, FSCP, LAE
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Wednesday, June 12, 2024
Start Time:
9:30 pm
Hernandez
Language:
Spanish
No items found.
Content Track:

What does it take to build a practice that can service clients and support a staff? Two advisors share the steps necessary to move from an independent practitioner to a manager and business owner.

Top of the Table before 40

Matthew T. Hoesly, CFP, ChFC
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 10, 2024
Start Time:
1:00 pm
Hoesly
Language:
English
No items found.
Content Track:

What does an advisor need to learn and implement to quality for Top of the Table before turning 40? Hoesly shares insights he has gained from fellow MDRT members and how he ensures his small practice remains highly successful and profitable each year.

Goal setting will never be the same again!

Laura Xue-Fen Hoi, ChFC, AEPP
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Wednesday, June 12, 2024
Start Time:
1:00 pm
Hoi
Language:
English
Brazilian Portuguese
Japanese
Korean
Mandarin
Spanish
Thai
Content Track:

Are you tired of setting goals the same way year after year? Xue-Fen Hoi shares how incorporating the Whole Person concept into your goal-setting process can transform your life and lead to newfound happiness.

Perception blindness: Why we fail to see what we need to see

Bret Hood, MBA, CFE
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 12, 2024
Start Time:
11:00 am
Hood
Language:
English
Mandarin
Spanish
No items found.
Content Track:

How much do your self-esteem and self-confidence affect your willingness to go along with or against unethical acts? Hood explains how your unconscious brain acts in hidden ways by altering and transforming your perception of people, rules, advice and ideas.

Build trust on the path to success

Hiroyuki Hotta
Session Type:
Focus Session
Presentation Language:
Japanese
Date of Session:
Tuesday, June 11, 2024
Start Time:
3:00 pm
Hotta
Language:
Japanese
No items found.
Content Track:

Anyone hoping to qualify for Court of the Table or Top of the Table needs a process, Hotta says. He shares tips for defining your target market, differentiating yourself from other advisors and creating trusting relationships with clients.

Attracting and engaging with exclusively online clientele

Pei Chun Hsieh
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Sunday, June 9, 2024
Start Time:
1:30 pm
Hsieh
Language:
Mandarin
No items found.
Content Track:

Hsieh ranks first in her company in both the number of online appointments and appointment success rate. She shares what she has learned about the kind of clients who use the internet to buy insurance and how she serves them most effectively.

Tips to help clients understand the value of financial planning

Hsiu-chung Hsu
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Monday, June 10, 2024
Start Time:
3:00 pm
Hsu
Language:
Mandarin
No items found.
Content Track:

While the reasons for managing risk and preparing for the future are universal, not all clients recognize the importance of this work. Hsu shares how you can communicate with clients to help them see the significance of what you are recommending and set a path for this essential coverage.

Five proven ways to build a Top of the Table practice

Rick Hu, CLTC, RICP
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Monday, June 10, 2024
Start Time:
8:00 am
Hu
Language:
English
Brazilian Portuguese
Japanese
Korean
Mandarin
Spanish
Thai
Content Track:

Can you turn cold calling into warm calling and selfish referrals into selfless ones? Hu shares these tips and more methods to help advisors at any level increase their results and productivity.

Insurance agent rather than salesman

Satoshi Ishii
Session Type:
ConneXion Zone
Presentation Language:
Japanese
Date of Session:
Sunday, June 9, 2024
Start Time:
3:30 pm
Ishii
Language:
Japanese
No items found.
Content Track:

When the breadwinner of a family of four died, it was a wake-up call for Ishii. He shares how handling the death claim for this client clarified the importance of being an advisor and focusing on support rather than sales.

Investment is a great insurance policy

Nobuyuki Ishikawa
Session Type:
ConneXion Zone
Presentation Language:
Japanese
Date of Session:
Sunday, June 9, 2024
Start Time:
4:00 pm
Ishikawa
Language:
Japanese
No items found.
Content Track:

Do your clients have concerns about retirement and the next chapters of their lives? Ishikawa explains how you can help clients better understand their own uncertainty as you work to minimize stress and establish a plan.

Leading the future of asset management

Takahiro Izuki
Session Type:
Focus Session
Presentation Language:
Japanese
Date of Session:
Monday, June 10, 2024
Start Time:
3:00 pm
Izuki
Language:
Japanese
No items found.
Content Track:

This is a historic turning point, Izuki says, in Japan’s need for advisors to serve as professional guides for their clients. Learn why today is so impactful and how advisors can embrace the urgency of the moment.

Recognizing the art of decision-making in building your business

Vikas Sayamlal Jethwani
Session Type:
Focus Session
Presentation Language:
Hindi
Date of Session:
Wednesday, June 12, 2024
Start Time:
9:30 am
Jethwani
Language:
Hindi
No items found.
Content Track:

Any organization’s success will be greatly impacted by the choices and strategies of its leaders. Jethwani shares how you can gain a deeper understanding of the decisions that lead to better results as well as the mindsets to avoid while guiding your practice.

Connecting clients’ security to advisors’ values

Sotaro Jinno
Session Type:
Focus Session
Presentation Language:
Japanese
Date of Session:
Wednesday, June 12, 2024
Start Time:
9:30 am
Jinno
Language:
Japanese
No items found.
Content Track:

When clients understand that advisors are there to help, not sell, they gain a new and important perspective on the role you play in their lives. Jinno explains how to help clients recognize your value through your goal of bringing protection and stability to their financial lives.

Achieving MDRT Life membership

Donnapa Jitsopananont
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Monday, June 10, 2024
Start Time:
11:30 am
Jitsopananont
Language:
Thai
No items found.
Content Track:

Why should you consider becoming a Life member of MDRT, and how can you embark on this journey? Three MDRT members share their unique insights, including what inspired them and how they maintained focus to achieve enough MDRT qualifications for Life membership.

How to create an automated IT-based sales process

Seonghun Jo
Session Type:
Focus Session
Presentation Language:
Korean
Date of Session:
Monday, June 10, 2024
Start Time:
1:30 pm
Jo
Language:
Korean
No items found.
Content Track:

Are you using all the apps that can help your practice run smoothly? From initial contact with clients to contracting and referrals, Jo shares methods to improve efficiency, delegate repetitive duties and focus on core tasks by utilizing various apps throughout the client journey.

Launch to Excellence

Thian Lung Jong
Session Type:
Launch to Excellence
Presentation Language:
English
Date of Session:
Sunday, June 9, 2024
Start Time:
3:00 pm
Jong
Language:
English
Brazilian Portuguese
Japanese
Korean
Mandarin
Spanish
Thai
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 Vancouver.

How to manage clients' assets and win referrals

Sung An Jung
Session Type:
Focus Session
Presentation Language:
Korean
Date of Session:
Wednesday, June 12, 2024
Start Time:
11:00 am
Jung
Language:
Korean
No items found.
Content Track:

When clients seek your guidance on insurance protection and asset management, what will you do that drives them to recommend you? Jung shares how you can become so trusted and impactful that clients can’t wait to connect you with other important people in their lives.

Business succession strategy: Creating an exit plan

Paphasorn Kaewkorbsin
Session Type:
Focus Session
Presentation Language:
Thai
Date of Session:
Tuesday, June 11, 2024
Start Time:
1:30 pm
Kaewkorbsin
Language:
Thai
No items found.
Content Track:

While most advisors know the importance of planning for their own retirement, many struggle to create and implement the sort of plan they help establish for clients. Kaewkorbsin shares how advisors can take steps to prepare for not just their own future but what will happen to their practice when they are gone.

A prospecting technique that can take you to Top of the Table

Stephen Kagawa, FSS, LUTCF
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 11, 2024
Start Time:
11:30 am
Kagawa
Language:
English
No items found.
Content Track:

Want to break out of a slump and energize the way you ask for referrals? Kagawa shares a simple step that can have a big impact for any practice.

Opening HNW clients' minds to your recommendations

Sittichai Kallayasiri
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Tuesday, June 11, 2024
Start Time:
11:30 am
Kallayasiri
Language:
Thai
No items found.
Content Track:

Before clients can think big, you have to learn to do the same. Kallayasiri shares how you can expand your perspective to open up in-demand clients to your ideas and develop a steady business through HNW service.

How to create ease and clarity for clients

Hua-Yu Kao
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Tuesday, June 11, 2024
Start Time:
11:30 am
Kao
Language:
Mandarin
No items found.
Content Track:

There are many reasons why a client might object to your insurance recommendations. Kao shares how to utilize a coordinated series of drawings and questions to illustrate concepts, understand the client’s needs and match them to the help you can provide.

How to reach MDRT for life

Thanathon Karnjanisakorn
Session Type:
Focus Session
Presentation Language:
Thai
Date of Session:
Wednesday, June 12, 2024
Start Time:
9:30 am
Karnjanisakorn
Language:
Thai
No items found.
Content Track:

While it might seem like your work with a client affects only them, Karnjanisakorn says the benefits reach much farther. She explains how you can adjust your mindset to recognize the larger impact that comes from each client’s financial planning.

AI: Turning uncertainty into excitement for a technological new world

Zack Kass
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Sunday, June 9, 2024
Start Time:
5:30 pm
Kass
Language:
English
Brazilian Portuguese
Japanese
Korean
Mandarin
Spanish
Thai
Content Track:

What should you know about artificial intelligence (AI), and how can you adapt this rapidly advancing technology for your practice? Kass makes an AI-enhanced future accessible while exploring the intersection of cutting-edge AI advancements and their practical applications for your business. 

Achieving MDRT Life membership

Pichandech Kemped
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Monday, June 10, 2024
Start Time:
11:30 am
Kemped
Language:
Thai
No items found.
Content Track:

Why should you consider becoming a Life member of MDRT, and how can you embark on this journey? Three MDRT members share their unique insights, including what inspired them and how they maintained focus to achieve enough MDRT qualifications for Life membership.

Incoming Presidential Address

Carol Kheng, ChFC
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 11, 2024
Start Time:
8:00 am
Kheng
Language:
English
Brazilian Portuguese
Japanese
Korean
Mandarin
Spanish
Thai
Content Track:

Get to know 2025 MDRT President Carol Kheng, ChFC

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