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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. 

Utilizing MDRT

Hyunju Lee
Session Type:
ConneXion Zone
Presentation Language:
Korean
Date of Session:
Sunday, June 22, 2025
Start Time:
12:00 pm
Lee
Language:
Korean
No items found.
Content Track:
Practice management

How can you grow through MDRT? Lee shares how newsletters, lectures, seminars, domestic and international events, and volunteer work can help you get involved and benefit from numerous areas within MDRT.

Build your insurance life circle

Lee Chi-Hsiang, CFP, MSF
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Tuesday, June 24, 2025
Start Time:
2:30 pm
Lee Chi-Hsiang
Language:
Mandarin
No items found.
Content Track:
Marketing

Lee Chi-Hsiang shares the importance of building a distinctive insurance life circle by creating your personal insurance network through organized events and how crucial the operations are before, during and after an event.

Panel discussion: Managing a unified advisor brand

Lee Chi-Hsiang, CFP, MSF
Session Type:
Focus Session
Presentation Language:
Mandarin
Date of Session:
Wednesday, June 25, 2025
Start Time:
9:30 am
Lee Chi-Hsiang
Language:
Mandarin
No items found.
Content Track:

Through real-life case studies, this panel explores how advisors can establish a professional image from multiple perspectives, master strategies for online and offline brand synergetic development, and create personal brand value.

Turning adversity into advantage: Mastering resilience in work and life

Jane Lim
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
1:30 pm
Lim
Language:
English
No items found.
Content Track:
Whole Person

We all face adversity—it's an inevitable part of both our personal and professional journeys. But when life throws its toughest challenges your way, how will you respond? Will you let it break you, or will you transform it into a powerful catalyst for growth? In this empowering session, Jane Lim will share actionable strategies to help you not only navigate adversity but to harness it as a source of strength. Learn how to build resilience, cultivate a mindset that thrives under pressure, and turn life's inevitable setbacks into stepping stones towards greater success. Whether it's a career crisis, personal setback, or business struggle, this session will equip you with the tools to not just survive, but to flourish through any challenge life throws your way.

The estate planning revolution: Where human wisdom meets artificial intelligence

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

In an increasingly complex landscape, delivering exceptional estate planning services to affluent clients demands reinvention. Learn Lim’s simple yet powerful model to amplify your relevance by masterfully guiding conversations, injecting high value and unlocking new opportunities, including harnessing the capabilities of AI as an indispensable ally.

Improve file management for efficient sales closure

Lin Bin
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Monday, June 23, 2025
Start Time:
11:30 am
Lin Bin
Language:
Mandarin
No items found.
Content Track:
Practice management

In addition to daily operations, client relationship management also includes advanced file management. Lin Bin explains how the efficiency-focused system has evolved over the years to help teams achieve high conversion rates, enhance referral success and streamline workflows — enabling first-year advisors to qualify for MDRT.

Upgraded file management for efficient closing

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

Gain insight from Lin Bin as he shares how to improve the closing rate and referral success rate through systematic client file management as well as how to master efficient file management methods.

Nominee Acceptance Speech

Simon D. Lister, Dip PFS
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Wednesday, June 25, 2025
Start Time:
1:00 pm
Lister
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

Simon D. Lister, Dip PFS, formally accepts the nomination to become the newest member of the Executive Committee.

Leverage the 3S system for enhanced performance

Fang Yu Lo
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Start Time:
2:00 pm
Lo
Language:
Mandarin
No items found.
Content Track:
Whole Person

Lo explains how to leverage the 3S strategy (sports, study, social media) to build your personal brand and optimize client outreach for more effective appointment conversions.

The power of mentoring for both mentors and mentees

Anthony J. Longley, LUTCF, IFA
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
1:30 pm
Longley
Language:
English
No items found.
Content Track:
Practice management

While mentorship provides mentees with a pillar of support, offering knowledge, insight, fresh perspective and wisdom, mentors learn new information and innovations from the mentee and refine and revitalize existing skills that may have become dormant. Highlighting the mutual respect and lasting relationship between mentors and mentees, Longley shares the advantages of enrolling in the MDRT Mentoring Program and its flexibility and vast resources.

Promises fulfilled, lifelong clients

Maria Teresa López Alcala, LUTCF, FSS
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Monday, June 23, 2025
Start Time:
11:30 am
López Alcala
Language:
Spanish
No items found.
Content Track:
Advising Clients

López Alcala explains why the maturity of a client's plan can serve as the foundation for a broader protection strategy, enabling you to create a legacy that spans generations within a niche market. Discover how she has successfully expanded her client portfolio, increased her premium sizes, retained her clients, secured referrals and, most importantly, ensured that many families remain protected.

Establishing an eco-friendly digital marketplace for the emerging generation

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

Two speakers explain how understanding the perspectives, sentiments and demands of millennials helped them establish a systematic, tangible and non-face-to-face marketing strategy that successfully attracted more than 400 clients.

Establishing an eco-friendly digital marketplace for the emerging generation

Varisa Maneetavat, Kallaya Puangkingkaew
Session Type:
Focus Session
Presentation Language:
Thai
Date of Session:
Tuesday, June 24, 2025
Start Time:
1:30 pm
Maneetavat, Puangkingkaew
Language:
Thai
No items found.
Content Track:

Two speakers explain how understanding the perspectives, sentiments and demands of millennials helped them establish a systematic, tangible and non-face-to-face marketing strategy that successfully attracted more than 400 clients.

Panel discussion: Unity in diversity

Sneha Prakash Manjrekar, BA
Session Type:
Focus Session
Presentation Language:
Hindi
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
Manjrekar
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.

7 simple, game-changing actions for your relationships with clients

Karolos Vasiliou Markouizos Sr., RPS, EBC
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
12:30 pm
Markouizos Sr.
Language:
English
No items found.
Content Track:
Marketing

Many critical actions can enhance trust with clients while fostering further interactions and long-term cooperation. Markouizos provides real-life case studies to demonstrate how these actions can improve your productivity and success.

From prospect to client: The art of effective follow-up

Alfredo Roberto Martínez Cantu
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Sunday, June 22, 2025
Start Time:
12:00 pm
Martínez Cantu
Language:
Spanish
No items found.
Content Track:
Advising Clients

What are the keys to good relationships with prospects and clients? Martínez Cantu explains how to stay in touch with prospects without being pushy, allowing them the space they need until they are ready to purchase, and how to keep your promises once they have become your clients. He also shares his best order and management strategies to ensure no client is overlooked.

Purpose, people and profit: How top leaders inspire excellence

Kelli J. McCauley
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
McCauley
Language:
English
No items found.
Content Track:

Discover the science, art and practical steps to create a high-performing practice, sales team or home office culture. McCauley shares actionable tools to immediately lead with purpose and inspire excellence, whether you’re just starting out or aiming to take your success to the next level.

Panel discussion: Inspire, lead and grow your agency team

Kelli J. McCauley
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
1:30 pm
McCauley
Language:
English
No items found.
Content Track:

Leaders from Singapore, Mexico, the Philippines and the U.S. share best practices you can apply to elevate your team’s satisfaction and performance. Learn to boost advisors’ self-image, navigate change and build sustainable agency processes.

Panel discussion: Inspire, lead and grow your agency team

Kelli J. McCauley, Godofredo III Batas Peteza, Yolen Sada, Gwendolyn Tan, BSc (Hons) ChFC®/S
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
1:30 pm
McCauley, Peteza, Sada, Tan
Language:
English
No items found.
Content Track:

Leaders from Singapore, Mexico, the Philippines and the U.S. share best practices you can apply to elevate your team’s satisfaction and performance. Learn to boost advisors’ self-image, navigate change and build sustainable agency processes.

Launch to Excellence

Thomas R. McCoy, CLTC
Session Type:
Launch to Excellence
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
3:00 pm
McCoy
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
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 Miami Beach, Florida, USA.

Attaining and maintaining Top of the Table production

Juli Y. McNeely, CFP, CLU
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
1:30 pm
McNeely
Language:
English
Japanese
Korean
No items found.
Content Track:

Hear from Top of the Table members as they share their keys to sustainable success in the financial services profession. Learn the types of clients they pursue, how their practices have grown and evolved, and ways they have implemented MDRT’s Whole Person concept into their lives — all while achieving Top of the Table production every year. The session will be moderated by 2025 Top of the Table Divisional Vice President of Member Engagement, Juli Y. McNeely, CFP, CLU.

Panel discussion: Foolproof strategies for countless referrals

Jazmín Veneranda Medrano Torres, APA
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Sunday, June 22, 2025
Start Time:
1:30 pm
Medrano Torres
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.

Panel discussion: Managing a unified advisor brand

Holly Xiao Yan Miao Brain
Session Type:
Focus Session
Presentation Language:
Mandarin
Date of Session:
Wednesday, June 25, 2025
Start Time:
9:30 am
Miao Brain
Language:
Mandarin
No items found.
Content Track:

Through real-life case studies, this panel explores how advisors can establish a professional image from multiple perspectives, master strategies for online and offline brand synergetic development, and create personal brand value.

A repeatable and adoptable prospecting method

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

Prospecting is perhaps the most important, yet challenging, aspect of the life insurance business. Mikawa explains how to develop worksite markets and build trusting relationships with accountants and tax advisors as centers of influence, establishing a repeatable prospecting method that you can adopt quickly.

Critical illness insurance: Basics and best practices

Paul Milbourne
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
2:00 pm
Milbourne
Language:
English
No items found.
Content Track:
Advising Clients

Critical illness insurance is the No. 1 life product that an insurance company pays claims on, Milbourne says, yet is the hardest product for an advisor to present to a client. He explains how to simplify this coverage to help clients understand the value of this much-needed protection and how it can provide financial certainty at an uncertain time.

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