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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. 

From prospect to client in less than 20 minutes

Maribe Carolina Barbona
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Sunday, June 7, 2026
Start Time:
3:30 pm
Barbona
June 7, 2026 3:30 PM
Language:
Spanish
No items found.
Content Track:

Barbona shares how to turn a prospect into a client in just 20 minutes by applying her SRI method (Save energy, Reduce fear and Increase pleasure). Drawing on real experiences, emotional communication strategies and neurosales techniques, she explains how to create an immediate connection, build trust and add value from the very first contact, ensuring you sell with purpose, simplicity and humanity while enjoying the process and positively impacting your clients' lives.

Juggling it all: Career, clients and life — real talk from women advisors

Jarmila Somolányiová, MA
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
11:30 am
Somolányiová
June 8, 2026 11:30 AM
Language:
English
No items found.
Content Track:

Four female MDRT members unite for an honest conversation about managing successful practices while navigating life beyond the office. They share practical strategies for staying motivated, setting boundaries and prioritizing what matters most while balancing multiple roles.

Strong branding: Consulting on overall financial assets from defined contribution pension plans

Takako Tsuruta
Session Type:
ConneXion Zone
Presentation Language:
Japanese
Date of Session:
Tuesday, June 9, 2026
Start Time:
12:30 pm
Tsuruta
June 9, 2026 12:30 PM
Language:
Japanese
No items found.
Content Track:

The corporate defined contribution (DC) pension plan is institutionally complex. DC is complicated enough for us in the financial business, but more so for our clients. Therefore, it is crucial to listen to our clients' needs, fully understand the program, and plan their overall asset portfolio as if it is for you. Tsuruta will introduce a consulting approach that collaboratively sets goals and desired outcomes through conversation with the client, providing long-term support.

How to improve the client experience when selling life insurance

Aneta Sobol
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 7, 2026
Start Time:
3:00 pm
Sobol
June 7, 2026 3:00 PM
Language:
English
No items found.
Content Track:

In the Michelin restaurant standard, every detail matters, and the guest leaves feeling valued. Sobol shows how, through in-person meetings, personalized solutions, post-sale service and more, you can create relationships that make clients feel special, respected and secure about their future.

From apprentice to leader: 5 strategies to become a benchmark in the industry

Susana Itzel Delgadillo Pineda
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Monday, June 8, 2026
Start Time:
2:00 pm
Delgadillo Pineda
June 8, 2026 2:00 PM
Language:
Spanish
No items found.
Content Track:

Delgadillo Pineda discusses practical sales strategies and techniques to boost your professional growth, improve your results and stand out in an increasingly competitive market. Learn to create valuable content, leverage social media and build trust to attract quality prospects while gaining insight into how to effectively ask for referrals and ensure that every prospect becomes a client.

Digital marketing journey to MDRT achievement

Pitchuda Suwannasarn
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Sunday, June 7, 2026
Start Time:
11:30 am
Suwannasarn
June 7, 2026 11:30 AM
Language:
Thai
No items found.
Content Track:

Suwannasarn shares her journey of being a former corporate employee who built a stable, fully online career and achieved MDRT within nine months during a time of widespread uncertainty. She highlights how digital marketing enabled consistent client acquisition, supporting more than 90 new clients annually, and how resilience, online strategy and a service mindset can transform challenges into sustainable MDRT success.

Sales techniques through financial plans

Nattakun Sandesh, CFP
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Sunday, June 7, 2026
Start Time:
12:30 pm
Sandesh
June 7, 2026 12:30 PM
Language:
Thai
No items found.
Content Track:

Sandesh shares his six-step financial planning technique, from relationship building and data gathering to analysis using the financial pyramid. The approach emphasizes open-ended questioning, starting with expenses to encourage dialogue and closing without pressure through clear action plans. Learn how to use yes–yes choices, document client responses, and conduct annual reviews to support confident decisions and long-term, trust-based client relationships.

Your personal brand + your agenda = The formula for effectiveness

Sydney Janett Ornelas, AAMS
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Monday, June 8, 2026
Start Time:
1:00 pm
Ornelas
June 8, 2026 1:00 PM
Language:
Spanish
No items found.
Content Track:

A productive agenda and an authentic personal brand can be your greatest allies in increasing your effectiveness. Ornelas shares the three pillars that have enabled her to sell 100 life insurance policies a year, qualify for MDRT each year and enjoy life without sacrificing results. Learn practical tools to manage your time, strengthen your presence, and connect with your purpose and your clients.

Time mastery: Thriving in multiple roles without losing balance

Eric Gabriel Gamilla
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Gamilla
June 9, 2026 1:30 PM
Language:
English
No items found.
Content Track:

Many advisors struggle to balance multiple roles — professional, personal and family — without feeling overwhelmed. Gamilla shares his five principles (including defining and prioritizing roles, structuring your week around nonnegotiables and more) of time mastery that have helped him thrive while wearing many hats.

Systematic approach to coach your teammates to build an MDRT agency

Wong Wing Suet Rachael, CFP
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 7, 2026
Start Time:
4:30 pm
Wong Wing Suet Rachael
June 7, 2026 4:30 PM
Language:
English
No items found.
Content Track:

Many leaders are very good at their own production but struggle when it comes to coaching their teammates toward MDRT qualification. Wong Wing Suet Rachael explains how she has applied her experience as an elite athlete to formulate a coaching system that creates replicable success for her team.

Beyond sales: What we need to change

Jung Hwan Kim
Session Type:
ConneXion Zone
Presentation Language:
Korean
Date of Session:
Tuesday, June 9, 2026
Start Time:
11:30 am
Kim
June 9, 2026 11:30 AM
Language:
Korean
No items found.
Content Track:

Kim discusses asset transfer and collaboration strategies derived from the Republic of Korea’s unique environment of high inheritance taxes and exchange rate volatility. He explains leveraging insurance value in high-tax markets and the importance of retirement planning with dollar assets while building trust and achievinge growth through collaboration with tax and legal professionals.

The nation's best whole life sales role playing master class

Su-hyeon Kang
Session Type:
ConneXion Zone
Presentation Language:
Korean
Date of Session:
Sunday, June 7, 2026
Start Time:
1:30 pm
Kang
June 7, 2026 1:30 PM
Language:
Korean
No items found.
Content Track:

Explore how to deliver greater value using death benefits and the financial utility of whole life insurance as retirement assets. Kang shares unique sales language and specific consulting know-how as well as strategies to deeply consider the essence of whole life insurance and how to apply it effectively to your practice.

Personal branding mastery in the social media era

Yan Kit Ying Albee
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Sunday, June 7, 2026
Start Time:
12:00 pm
Yan Kit Ying Albee
June 7, 2026 12:00 PM
Language:
Mandarin
No items found.
Content Track:

Learn how to transform your professional expertise into compelling social media influence that attracts premium clients organically. Yan Kit Ying Albee explains how to master strategic personal brand positioning and value-driven content creation techniques while building authentic trust pathways that convert engagement into meaningful client conversations.

The unprepared generation: Closing the gap in long-term care planning for modern advisors

Hoo See Yean Joyce
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
12:00 pm
Hoo See Yean Joyce
June 8, 2026 12:00 PM
Language:
English
No items found.
Content Track:

Do you know how to prepare for extended lifespans and the rising costs of aging? Discover Hoo See Yean Joyce’s three-step framework for building sustainable care solutions, along with a metaphor to help you communicate the urgency of this issue to clients and avoid objections.

Mastering the sales process on a single page

Eunjoo Chin
Session Type:
ConneXion Zone
Presentation Language:
Korean
Date of Session:
Sunday, June 7, 2026
Start Time:
2:00 pm
Chin
June 7, 2026 2:00 PM
Language:
Korean
No items found.
Content Track:

Faithfully following the sales process allows you to become a client's exclusive partner without competition. Chin explains how to use a one-page life planning tool to manage everything from consultation to referrals while stimulating the client’s needs by focusing on their life rather than products.

Sell easily, sell naturally

Rodrigo Santana Leiva
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Sunday, June 7, 2026
Start Time:
4:30 pm
Santana Leiva
June 7, 2026 4:30 PM
Language:
Spanish
No items found.
Content Track:

Santana Leiva shares how to sell insurance authentically and without pressure. “Sell easily, sell naturally” is a practical guide to building trust, empathy and genuine relationships with clients. Discover how to turn everyday conversations into sales opportunities without forcing the process and staying true to your style.

Pursuing dreams across the Gobi

Ho Hsiu Ling
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Sunday, June 7, 2026
Start Time:
11:30 am
HO HSIU LING
June 7, 2026 11:30 AM
Language:
Mandarin
No items found.
Content Track:

Ho Hsiu Ling shares insights from leading a 1,000-person Gobi Desert expedition, demonstrating how to build resilience against rejection. Learn how to channel the persistence required for achieving dreams into powerful professional service and marketing strategies that establish lasting client trust.

4 Court of the Table qualifications in 6 years

Yu Hsuan Wu
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Sunday, June 7, 2026
Start Time:
12:30 pm
Wu
June 7, 2026 12:30 PM
Language:
Mandarin
No items found.
Content Track:

Wu reveals how strategic prospecting, referral cultivation and five core dialogue principles — action, accountability, learning, courage and integrity — enabled her to achieve four Court of the Table qualifications in six years. Learn her practical approaches for building unshakeable client trust and creating sustainable practice growth.

MDRT strategy for year 1 and family legacy

Suchanun Mitchueachart
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Sunday, June 7, 2026
Start Time:
12:00 pm
Mitchueachart
June 7, 2026 12:00 PM
Language:
Thai
No items found.
Content Track:

Mitchueachart shares her disciplined, action-driven path from being a new graduate with no client base to achieving MDRT in the first year. It highlights consistent door knocking and booth activities, followed by systematic follow-up to expand existing clients into family relationships. Learn how to manage time effectively, build deep trust and grow a stable, sustainable portfolio that can extend across generations.

Beyond risk management: Becoming a lifelong partner

DaiHui Kim
Session Type:
ConneXion Zone
Presentation Language:
Korean
Date of Session:
Tuesday, June 9, 2026
Start Time:
12:00 pm
Kim
June 9, 2026 12:00 PM
Language:
Korean
No items found.
Content Track:

Kim explores the journey of transitioning from general to life insurance and growing into a financial expert. Discover how to evolve from a risk-centered approach to a partnership that designs a client’s entire life while effectively communicating the essential value of life insurance.

From agent to consultant: How to attract high-net-worth clients

Carlos Edgar Morales Sanchez
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Monday, June 8, 2026
Start Time:
12:30 pm
Morales Sanchez
June 8, 2026 12:30 PM
Language:
Spanish
No items found.
Content Track:

High-net-worth clients seek consultants who provide comprehensive strategies and a strong business vision, rather than just policy salespeople. Morales Sanchez discusses how he transformed his self-perception, built a high-performance team and forged strategic alliances, enabling him to access corporate prospects and higher-level clients. Discover how to differentiate yourself, present your practice as a company and build trusting relationships that elevate your business.

The human side of business: Practical advice on behavioral finance

Jorge Antonio Barraza
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Sunday, June 7, 2026
Start Time:
2:00 pm
Barraza
June 7, 2026 2:00 PM
Language:
Spanish
No items found.
Content Track:

Behavioral finance biases can affect you and your clients, while habits like discipline and integrity are the keys to longevity. Barraza offers practical examples and simple strategies to improve your performance as a professional advisor as you seek to protect and strengthen your clients' finances. Learn how understanding your clients’ mindsets is crucial to safeguarding and strengthening your business.

Multiply your productivity with sales funnels and social media

Juan Pablo Araoz Martinez Sr.
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Sunday, June 7, 2026
Start Time:
4:00 pm
Araoz Martinez
June 7, 2026 4:00 PM
Language:
Spanish
No items found.
Content Track:

In the digital age, productivity is not only measured by hours worked but also by how we use technology to connect with more clients. Araoz Martinez explains how to design sales funnels that convert leads into prospects and prospects into clients, and how to use social media to position yourself in clients' minds. Learn how to integrate these tools with a high-performance team and get a clear road map to take your business to the next level.

Multigenerational legacy — building an MDRT family

Chi-Chin Kuan
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Sunday, June 7, 2026
Start Time:
11:00 am
Kuan
June 7, 2026 11:00 AM
Language:
Mandarin
No items found.
Content Track:

Kuan shares how his mother, a 28-year industry veteran and MDRT Life member, guided both him and his father to become trusted financial advisors for clients. He demonstrates proven strategies for supporting clients throughout their financial journeys while embracing Whole Person principles.

Using Excel to automate 80% of my financial planning work

Jocelyn Kau
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 7, 2026
Start Time:
1:00 pm
Kau
June 7, 2026 1:00 PM
Language:
English
No items found.
Content Track:

Kau explains how simple Excel formulas can turn a basic spreadsheet into the backbone of every client meeting, helping to keep discussions structured, capturing all necessary data and logging past records for seamless servicing. Live examples will ensure that you leave with the ability to create your own version of these formulas for immediate impact.

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