Speaker and Session Information

Showing 0 results
of 0 items.
highlight
Reset All

Session Type

Clear

Language:

Clear

Date of Session

Clear

Start Time

Clear

Content Track

Clear

Livestreaming

Clear

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. 

Purpose-driven retirement planning

Joseph Jordan
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
3:00 pm
Jordan
Language:
English
No items found.
Content Track:

Clients need help both planning for their financial future and preparing for a retirement filled with meaning and purpose. Jordan shares why financial planning is becoming more like life coaching and the six retirement risks clients need your help to address.

How to grow your business by 10

Luis Arturo Juárez Morales
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Sunday, June 22, 2025
Start Time:
11:30 am
Juárez Morales
Language:
Spanish
No items found.
Content Track:
Advising Clients

Juárez Morales discusses ways to grow your business while maintaining a flat structure and minimizing expenses to achieve greater profitability.

Panel discussion: How to turn the threat of AI into opportunities and build strong relationships with your clients

Daisuke Kabata
Session Type:
Focus Session
Presentation Language:
Japanese
Date of Session:
Tuesday, June 24, 2025
Start Time:
3:00 pm
Kabata
Language:
Japanese
No items found.
Content Track:

Learn to build essential relationships as life insurance advisors while continuing to protect clients in the age of AI evolution. The core of our business is to cultivate trust with our policyholders. Two speakers discuss how to earn referrals through policy services, recapturing the enthusiasm you had as a beginner.

Panel discussion: How to turn the threat of AI into opportunities and build strong relationships with your clients

Daisuke Kabata, Akiko Kawagoe
Session Type:
Focus Session
Presentation Language:
Japanese
Date of Session:
Tuesday, June 24, 2025
Start Time:
3:00 pm
Kabata, Kawagoe
Language:
Japanese
No items found.
Content Track:

Learn to build essential relationships as life insurance advisors while continuing to protect clients in the age of AI evolution. The core of our business is to cultivate trust with our policyholders. Two speakers discuss how to earn referrals through policy services, recapturing the enthusiasm you had as a beginner.

Tips for mastering the art of persuasion

Pakpoom Kaewtrakanwong, FChFP
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Monday, June 23, 2025
Start Time:
1:00 pm
Kaewtrakanwong
Language:
Thai
No items found.
Content Track:
Marketing

Successful client engagement extends beyond simply offering a product; it requires a thorough understanding of clients’ genuine needs. Kaewtrakanwong explains how the Golden Circle framework strengthens the effectiveness and credibility of your communication: The “why” connects clients emotionally to your offerings; the “how” demonstrates your solutions to address their challenges; and the “what” represents the appropriate product or service.

Continue to excel as a life insurance specialist

Ryosuke Kambara
Session Type:
Focus Session
Presentation Language:
Japanese
Date of Session:
Monday, June 23, 2025
Start Time:
1:30 pm
Kambara
Language:
Japanese
No items found.
Content Track:

Sometimes things do not go well despite your commitment to doing a good job. Kambara shares his story on how the outcome will depend on your reaction in that situation.

Unlock the innovator within

Diana Kander
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
8:00 am
Kander
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

"Do you know how to think creatively, adapt quickly and reimagine your business? Kander shares actionable strategies to stay ahead in a competitive market and make an even greater impact in your field. "

5 traits of a profitable advisory firm

Aaron Kane, B Bus, AFA
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
11:30 am
Kane
Language:
English
No items found.
Content Track:
Practice management

Drawing on 20 years of experience, Kane outlines five traits that drive profitability, including automating systems, implementing a consistent pricing policy, outsourcing, surveying clients and engaging a business coach. Gain actionable steps to streamline your operations, enhance client satisfaction and boost your firm’s financial success.

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

Aaron Kane, B Bus, AFA
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
Kane
Language:
English
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.

How are you preparing for your retirement income solutions?

Hyeon Ho Kang
Session Type:
Focus Session
Presentation Language:
Korean
Date of Session:
Tuesday, June 24, 2025
Start Time:
1:30 pm
Kang
Language:
Korean
No items found.
Content Track:

Learn innovative retirement income strategies tailored to the changing financial environment. Kang shares how to build a customized portfolio that integrates investment, tax optimization and income distribution, and shares practical solutions for sustainable retirement income generation. You can strengthen your differentiated retirement planning capabilities beyond traditional methods.

Panel discussion: How to turn the threat of AI into opportunities and build strong relationships with your clients

Akiko Kawagoe
Session Type:
Focus Session
Presentation Language:
Japanese
Date of Session:
Tuesday, June 24, 2025
Start Time:
3:00 pm
Kawagoe
Language:
Japanese
No items found.
Content Track:

Learn to build essential relationships as life insurance advisors while continuing to protect clients in the age of AI evolution. The core of our business is to cultivate trust with our policyholders. Two speakers discuss how to earn referrals through policy services, recapturing the enthusiasm you had as a beginner.

Presidential Address

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

Carol Kheng, ChFC, makes her 2025 Presidential Address.

From 500 per month to 5 million per year

Weeradet Khongcharoensuk
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Monday, June 23, 2025
Start Time:
12:30 pm
Khongcharoensuk
Language:
Thai
No items found.
Content Track:
Marketing

When clients receive exceptional service that prioritizes their safety and well-being, they feel both impressed and deeply satisfied. Khongcharoensuk explains how this satisfaction naturally encourages clients to refer your services to others, helping to expand your client base. Each referral brings in potential clients with the financial capacity to become loyal clients, often surpassing initial expectations and driving long-term growth.

Cultivating gratitude in pioneering new markets

Hye Ok Kim
Session Type:
ConneXion Zone
Presentation Language:
Korean
Date of Session:
Tuesday, June 24, 2025
Start Time:
11:30 am
Kim
Language:
Korean
No items found.
Content Track:
Marketing

Drawing on her experience at a nursing hospital, Kim shares the process of learning the roles and responsibilities of an insurance planner while caring for the insurance coverage needs of nursing care workers. Discover her story of how relationships that started with small, long-term care insurance policies expanded to include families and acquaintances of caregivers.

A 3-step magic formula for successful webinars

Márta Borbála Király
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
3:00 pm
Kiraly
Language:
English
No items found.
Content Track:
Marketing

Webinars are a powerful tool to deliver your message, entertain your audience and close deals, but preparation is key. Kiraly explains how she attracts attention and delivers impactful webinars to connect with business owners and ensure a steady stream of prospects and successful client engagement.

AI helped me save a life

Márta Borbála Király
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Wednesday, June 25, 2025
Start Time:
1:00 pm
Király
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:
Practice management

Initially uninterested in technology, Király discovered how AI, specifically ChatGPT, facilitated her outreach. She shares three practical AI tools — Perplexity.ai for efficient research, Apollo.io for targeted prospecting and Midjourney for stunning visuals — while emphasizing that AI is not only a tool but a vital opportunity to enhance business practices and impact lives.

Heighten our human skills

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

To successfully sell intangible products, we must possess strong human qualities. To become a respected, loved and trusted advisor, you need high human skills, including attentiveness, consideration, compassion, kindness and empathy. Kitaguchi explains how highly skilled individuals can perceive certain details that may not be obvious to others. He shares examples of people with “high emotional vision” who are kind and imaginative.

Lighthouse branding: Elevating your practice through your tribe

June Rong Rong Koh
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
3:00 pm
Koh
Language:
English
Korean
Thai
No items found.
Content Track:

How can you build an authentic personal brand that resonates deeply with your ideal clients? Koh reveals her strategies for attracting and engaging a loyal audience, leveraging social media to amplify your message and implementing best practices that align your brand with your core values, turning casual clients into long-term advocates.

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

Lizette Kominik Sterling
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
Kominik Sterling
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.

Strategies to grow and diversify the clientele of high-net-worth individuals and prominent figures

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

Clearly communicating the fundamental principles that highlight the value of life insurance helps clients recognize its importance and benefits. Korkietanon shares why this transparency not only reinforces clients’ confidence in your exceptional service but also inspires them to share their positive experiences with others.

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

Panida Krueawiwattanakul
Session Type:
Focus Session
Presentation Language:
Thai
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
Krueawiwattanakul
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.

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

Panida Krueawiwattanakul, Panupon Vungvilai, AFP
Session Type:
Focus Session
Presentation Language:
Thai
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
Krueawiwattanakul, 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.

Explain insurance through visual storytelling

Chia-Cheng Kuo
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Monday, June 23, 2025
Start Time:
1:00 pm
Kuo
Language:
Mandarin
No items found.
Content Track:
Advising Clients

Kuo shares how to make insurance — an important yet complex financial tool — easily understandable by clients.

The power of the mind: Visualization and projection

Sofía Alethia Ledesma Rodriguez
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Sunday, June 22, 2025
Start Time:
12:30 pm
Ledesma Rodriguez
Language:
Spanish
No items found.
Content Track:
Whole Person

Are you aware of the true power of your thoughts? Ledesma Rodriguez explores the influence of the mind through practical exercises and visualization and projection techniques that can transform your personal and professional life. Learn how to focus your thoughts, visualize your goals, and project your success to achieve your objectives and enhance your overall well-being.

Successful organization management and sales know-how for long-term success

Joo Hwan Lee
Session Type:
Focus Session
Presentation Language:
Korean
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
Lee
Language:
Korean
No items found.
Content Track:
Korean

Lee shares his vivid experiences and know-how of building an organization of more than 100 people from a single mentee and achieving the No. 1 branch in the company and the MDRT Excellence Branch. From new recruit discovery techniques to training processes, organization attrition prevention and problem-solving strategies, Lee provides realistic and detailed information on everything you need for actual organizational management.

No results found.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Register Now