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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. 

Toshihiro Mishima

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,
Current Membership Year:
2025
Total Membership Years:
21
Court of the Table Honors:
11
Top of the Table Honors:
4
Language:
Japanese
No items found.

Toshihiro Mishima is a Life Planner of Prudential Life Insurance Company.

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To be chosen naturally by clients

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

MDRT members diligently gather information to enhance their knowledge to serve our clients. However, that alone is not enough to ensure that you will be chosen by clients. While it's essential to guide clients with logical information, providing emotional support is also important. Mishima explains his intentional actions to be chosen naturally without burdening either side.

Dana Mitchell, CFP, CLU

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,
Current Membership Year:
2025
Total Membership Years:
11
Court of the Table Honors:
7
Top of the Table Honors:
4
Language:
English
No items found.

Dana Mitchell, CFP, CLU, is principal of Basis Wealth, a financial planning firm. With more than 20 years of experience, Mitchell works with clients to build their wealth while protecting what matters most to them.

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Panel discussion: Mentorship mastery: Building lasting connections and transforming practices through MDRT

Dana Mitchell, CFP, CLU
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
11:30 am
Mitchell
Language:
English
No items found.
Content Track:
Practice management

Discover how you can leverage MDRT mentorship to elevate your practice and create a network of support for years to come. Sharing a transformative journey through the MDRT Mentoring Program, Fardy and Mitchell reveal how a simple online match blossomed into a meaningful, professional relationship that still impacts both of their lives today through growth, guidance and much more.

Dana Mitchell, CFP, CLU

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,
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
Top of the Table Honors:
Language:
English
No items found.

Dana Mitchell, CFP, CLU, is principal of Basis Wealth, a financial planning firm. With more than 20 years of experience, Mitchell works with clients to build their wealth while protecting what matters most to them.

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The MDRT Academy and you: How to partner with the Academy for training success

Dana Mitchell, CFP, CLU
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
2:30 pm
Mitchell
Language:
English
No items found.
Content Track:
Practice management

When you’re running a business and meeting with clients, it leaves little time to focus on training your junior advisors and helping them achieve their own MDRT qualifications. Mitchell shares how she has implemented the MDRT Academy in her work with junior advisors as well as the useful tools and resources that free up your time so you can zero in on the practice management and client service skills that mean so much.

Dana Mitchell, CFP, CLU

,
,
Current Membership Year:
2025
Total Membership Years:
11
Court of the Table Honors:
7
Top of the Table Honors:
4
Language:
English
Hindi
Mandarin
No items found.

Dana Mitchell, CFP, CLU, is principal of the financial planning firm Basis Wealth. With more than 20 years of experience, Mitchell works with clients to build their wealth while protecting what matters most to them.

CLOSE

Mentorship mastery: Building lasting connections and transforming practices through MDRT

Dana Mitchell, CFP, CLU
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 25, 2025
Start Time:
9:30 am
Mitchell
Language:
English
Hindi
Mandarin
No items found.
Content Track:

Sharing a transformative journey through the MDRT Mentoring Program, Fardy and Mitchell reveal how a simple online match blossomed into a meaningful professional relationship that still impacts both of their lives today. Learn how they structured their meetings around the MDRT mentorship framework, using it to navigate career transitions like succession planning and team building, and found unexpected value in their evolving friendship.

Ana Daniela Morosanu

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,
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
Top of the Table Honors:
Language:
English
No items found.

Ana Daniela Morosanu is a unit manager at Metropolitan Life Romania. She has been in the financial services profession for 24 years and has served as a leader for 22 years. As a manager of 10 direct agents, Morosanu specializes in growing sales teams and has helped hers achieve multiple sales awards. She holds a master’s degree in mathematics from the University of Bucharest and earned the MDRT Culture of Excellence Platinum Agency Award in 2023.

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MDRT Center Speaks: Converting your advisors to MDRT using data and empathy

Ana Daniela Morosanu
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
3:00 pm
Morosanu
Language:
English
No items found.
Content Track:

Do you want to use data to drive decisions and goals as well as enhance your leadership through emotional intelligence? This rapid-fire session explores essential steps to these important factors for productivity and connection while driving more of your team members to qualify for MDRT.

Ana Daniela Morosanu, Augustine Boon Kheong Seah, BSc, Christopher Lynn Stark, FICF, CLTC

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,
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
Top of the Table Honors:
Language:
English
No items found.

Ana Daniela Morosanu is a unit manager at Metropolitan Life Romania. She has been in the financial services profession for 24 years and has served as a leader for 22 years. As a manager of 10 direct agents, Morosanu specializes in growing sales teams and has helped hers achieve multiple sales awards. She holds a master’s degree in mathematics from the University of Bucharest and earned the MDRT Culture of Excellence Platinum Agency Award in 2023.

Augustine Boon Kheong Seah, BSc, started his agency when he was 26 and now leads a team of nearly 70 consultants and staff members. He strongly believes that cultivating young leaders in the industry is key to fostering agency growth and success. Seah has received numerous awards over the years, including the President’s Club Award, the Multimillion-Dollar Agency Leader Award and the Million-Dollar Agency Leader Award.

Christopher Lynn Stark, FICF, CLTC, has been in the financial services profession for 11 years, serving as a general agent for eight years. He manages 16 field agents, specializes in recruiting and training his team, and received the MDRT Culture of Excellence Platinum Agency Award in 2024.

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MDRT Center Speaks: Converting your advisors to MDRT using data and empathy

Ana Daniela Morosanu, Augustine Boon Kheong Seah, BSc, Christopher Lynn Stark, FICF, CLTC
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
3:00 pm
Morosanu, Seah, Stark
Language:
English
No items found.
Content Track:

Do you want to use data to drive decisions and goals as well as enhance your leadership through emotional intelligence? This rapid-fire session explores essential steps to these important factors for productivity and connection while driving more of your team members to qualify for MDRT.

Kate Moynihan

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,
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
Top of the Table Honors:
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.

Kate Moynihan is an award-winning and highly trusted strategic leader dedicated to expanding access to essential health services worldwide and delivering long-lasting and effective solutions that improve the well-being of underserved communities. Since 2017, she has served as executive director of the Seva Foundation, a nonprofit committed to increasing access to quality eye care. Under Moynihan’s leadership, Seva has contributed to groundbreaking research demonstrating the value of sight and evolved its approach to creating sustainable programs that restore vision as well as enhance economic and social opportunities for millions of individuals with limited access to health care.

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Darkness to light: A journey of sight and transformation

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

Since 1978, the Seva Foundation, the MDRT Foundation’s charity partner for the 2025 MDRT Annual Meeting, has been transforming lives by restoring sight in communities with limited or no access to eye care. Moynihan shares how Seva partners with local institutions in more than 20 countries to strengthen health care infrastructure and co-create sustainable, community-led eye care solutions.  

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Montserrat Mureddu Gonzalez

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,
Current Membership Year:
2025
Total Membership Years:
5
Court of the Table Honors:
2
Top of the Table Honors:
Language:
Spanish
No items found.

Montserrat Mureddu Gonzalez is an organizational psychologist specializing in personal finance management from Tecnológico de Monterrey. She is also an insurance advisor and a certified personal finance coach. With six years of experience in the financial services profession, Mureddu Gonzalez has focused on family finances and estate planning for business families. As an insurance advisor, she has received several prestigious awards from her company for her exceptional performance.

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Success and balance: How to be a Court of the Table member, a dedicated mom and work part time

Montserrat Mureddu Gonzalez
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Tuesday, June 24, 2025
Start Time:
12:30 pm
Mureddu Gonzalez
Language:
Spanish
No items found.
Content Track:
Whole Person

Mureddu Gonzalez shares how she has successfully balanced her work and family life and explains how her strategies helped her identify a specific, high-profile niche market that aligns with her work philosophy: Provide premium advice to clients who value personalized service and are willing to pay higher premiums.

Takashi Muto

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,
Current Membership Year:
2025
Total Membership Years:
11
Court of the Table Honors:
1
Top of the Table Honors:
Language:
Japanese
No items found.

Takashi Muto is an executive life plan consultant at Gibraltar Life Insurance. He has 18 years of experience in the business and 99% of his market is individuals.

CLOSE

How to maintain consistent performance in the worksite market for many years

Takashi Muto
Session Type:
ConneXion Zone
Presentation Language:
Japanese
Date of Session:
Monday, June 23, 2025
Start Time:
12:30 pm
Muto
Language:
Japanese
No items found.
Content Track:
Whole Person

It took Muto 10 years to achieve stable performance in this business. Some may have had a rocket start, but he worked one step at a time for 18 years in the worksite market and earned Court of the Table for the first time this year. He shares his insights from his journey and his vision for the future of MDRT members.

Ayumu Nakajima

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,
Current Membership Year:
2025
Total Membership Years:
10
Court of the Table Honors:
9
Top of the Table Honors:
4
Language:
Japanese
No items found.

Ayumu Nakajima began his career at a property and casualty insurance company, specializing in sales promotion in the corporate market. He was later tasked with developing sales representatives to become professional general agents. He registered to sell life insurance in April 2015 and focused on business insurance market. With a total of 34 years of experience in the insurance business, he is the leading agent in the General Agency.

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How to win the hearts of customers with P&C insurance stories

Ayumu Nakajima
Session Type:
ConneXion Zone
Presentation Language:
Japanese
Date of Session:
Tuesday, June 24, 2025
Start Time:
1:00 pm
Nakajima
Language:
Japanese
No items found.
Content Track:
Advising Clients

Our prospects will only be ready to listen whe they are interested in our knowledge and information. Nakajima will share his method of using everyday P&C insurance stories to capture their interest, engage them in the conversation, and demonstrate that our time together will be valuable.

Gustavo Alberto Nava Reynoso

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,
Current Membership Year:
2025
Total Membership Years:
6
Court of the Table Honors:
1
Top of the Table Honors:
Language:
Spanish
No items found.

Gustavo Alberto Nava Reynoso is a professional insurance advisor at MetLife Mexico. Throughout his 10 years of experience in the financial services profession, Nava Reynoso has specialized in life insurance and major medical expenses, and his excellent performance has earned him awards, such as National and International Conventionist, Regional Life Insurance Champion as a novice advisor in 2014 and National Life Insurance Champion in 2017.

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Master the art of connecting

Gustavo Alberto Nava Reynoso
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Monday, June 23, 2025
Start Time:
1:30 pm
Nava Reynoso
Language:
Spanish
No items found.
Content Track:
Advising Clients

Mastering the art connecting with the emotions of your prospects will help you not only close sales, but also open lifelong relationships. In this session, you will learn to identify a buyer's most important emotions and how to use them to your advantage.

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Gustavo Alberto Nava Reynoso

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,
Current Membership Year:
2025
Total Membership Years:
6
Court of the Table Honors:
1
Top of the Table Honors:
Language:
Spanish
No items found.

Gustavo Alberto Nava Reynoso is a professional insurance advisor at MetLife Mexico. Throughout his 10 years of experience in the financial services profession, Nava Reynoso has specialized in life insurance and major medical expenses, and his excellent performance has earned him awards, such as National and International Conventionist, Regional Life Insurance Champion as a novice advisor in 2014 and National Life Insurance Champion in 2017.

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Powerful questions will take you to the next level

Gustavo Alberto Nava Reynoso
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Tuesday, June 24, 2025
Start Time:
1:30 pm
Nava Reynoso
Language:
Spanish
No items found.
Content Track:

Asking prospects the right questions is a practice that every insurance advisor should follow, no matter the stage of their career. This is how prospects recognize the importance of buying insurance and protecting their family’s future. Nava Reynoso shares how to structure the right questions so the prospect can resolve their own objections and make the decision to buy without feeling pressured by their advisor.

Mariant Carolina Navarro Protzel

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,
Current Membership Year:
2025
Total Membership Years:
7
Court of the Table Honors:
5
Top of the Table Honors:
Language:
Spanish
No items found.

Mariant Carolina Navarro Protzel began her financial services career in 2016. As an independent advisor for Seguros Monterrey New York Life, Navarro Protzel serves as a member of the regional board of advisors for the company. She has been in the top 1% in sales in Mexico for three years. As an MDRT member, she has participated as a speaker for a ConneXion Zone session and a Focus Session.

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Financial thermostat: How to make Court of the Table your new normal

Mariant Carolina Navarro Protzel
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Sunday, June 22, 2025
Start Time:
2:00 pm
Navarro Protzel
Language:
Spanish
No items found.
Content Track:
Practice management

Did you know that your self-concept and financial thermostat act as invisible boundaries that determine your level of success? Moving from a fatalistic mindset to a victorious one involves reprogramming the subconscious. Navarro Protzel shares hacks that will help you become highly productive, such as prioritizing time, eliminating distractions and focusing on high-impact tasks to break through those limits and achieve extraordinary results.

Jaslyn Ng, CLU, ChFC/S

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,
Current Membership Year:
2025
Total Membership Years:
8
Court of the Table Honors:
6
Top of the Table Honors:
3
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.

Jaslyn Ng, CLU, ChFC/S, leads her multimillion-dollar agency as a financial services director with Prudential Singapore. She has won many awards in the last seven years, including Asia Insurance Agent of the Year, one of the Elite Women of the Year and Digital Agent/Leader of the Year. Ng has spoken on more than 80 international, regional and local platforms, sharing her experiences with fellow advisors. She was also recognized as a LinkedIn Top Voice, an honor given by LinkedIn to select professionals who consistently share insights, drive conversations and engage audiences in their respective fields.

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Unlock the secret formula to lifelong referrals: Never run out of clients again

Jaslyn Ng, CLU, ChFC/S
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Wednesday, June 25, 2025
Start Time:
1:00 pm
Ng
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:
Marketing

Using a five-minute, step-by-step approach, learn how to build lasting client relationships and generate continuous referrals from enthusiastic, loyal clients. Ng shares how to establish a strong online presence, gather valuable client feedback through targeted questions, and leverage testimonials to engage clients, promote your services and grow your referral network.

John F. Nichols, MSM, CLU

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,
Current Membership Year:
2025
Total Membership Years:
25
Court of the Table Honors:
20
Top of the Table Honors:
18
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.

John F. Nichols, MSM, CLU, is the 2025 First Vice President of MDRT. He is a 25-year MDRT member with 20 Court of the Table and 18 Top of the Table qualifications. Nichols served as Global Council Member of MDRT’s Membership Division in 2020 and Chair of its Bylaws and Ethics Committee in 2019. In 2022, he served as President of the MDRT Foundation, for which he is a Royal Order Excalibur Knight and a member of its Inner Circle Society. Nichols is the founder of Nichols Consulting LLC, a nationally recognized disability insurance benefits practice. 

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Incoming Presidential Address

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

Get to know 2026 MDRT President John F. Nichols, MSM, CLU

Bobby James Ning, CFP, BA

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,
Current Membership Year:
2025
Total Membership Years:
19
Court of the Table Honors:
7
Top of the Table Honors:
5
Language:
English
No items found.

Bobby James Ning, CFP, BA, is managing director and co-founder of Financial Literacy Counsel. With more than 25 years of experience in the financial services profession, Ning specializes in delivering comprehensive wealth, tax and estate management solutions tailored for physicians and business leaders. Additionally, he holds special certifications that enable him to consult with family offices and develop programs for heirs and beneficiaries. He oversees a multi-advisory practice that manages the financial affairs of 2,000 families, in addition to his personal clientele.

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Engaging multiple generations to create successful wealth transfers

Bobby James Ning, CFP, BA
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Start Time:
Ning
Language:
English
No items found.
Content Track:
Advising Clients

A recent CNBC study found that 90% of parents intend to leave an inheritance for the next generation, but 48% do not have a specific plan in place. Ning explains how to facilitate conversations about value systems around building wealth, identifying conflicts that may exist between family members, and engaging with multiple generations to create paths for long-term relationships and financial planning.

Bobby James Ning, CFP, BA

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,
Current Membership Year:
2025
Total Membership Years:
19
Court of the Table Honors:
7
Top of the Table Honors:
5
Language:
English
Spanish
Thai
No items found.

Bobby James Ning, CFP, BA, is managing director and co-founder of Financial Literacy Counsel. With more than 25 years of experience in the financial services profession, Ning specializes in delivering comprehensive wealth, tax and estate management solutions tailored for physicians and business leaders. Additionally, he holds special certifications that enable him to consult with family offices and develop programs for heirs and beneficiaries. He oversees a multi-advisory practice that manages the financial affairs of 2,000 families, in addition to his personal clientele.

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Know them today or lose them tomorrow: Strategies for keeping your clients' next generation in your practice

Bobby James Ning, CFP, BA
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 25, 2025
Start Time:
9:30 am
Ning
Language:
English
Spanish
Thai
No items found.
Content Track:

Parents want assurance that the next generation shares their values on wealth, and advisors need to build relationships with heirs to manage these assets. Ning explains how the ADDIE process (Analysis, Design, Development, Implementation, Evaluation) helps advisors create effective programs to drive these connections, ensuring content meets client needs and improves financial literacy.

Erik Olivares Rodriguez, MBA

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,
Current Membership Year:
2025
Total Membership Years:
1
Court of the Table Honors:
Top of the Table Honors:
Language:
Spanish
No items found.

Erik Olivares Rodriguez, MBA, is the founder and CEO of Persé, a firm specializing in personal finance. He has been part of the financial services profession since 2009 and is an advocate of the digital nomad concept.

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Working 24/7: When does your advisory business expire?

Erik Olivares Rodriguez, MBA
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Monday, June 23, 2025
Start Time:
1:30 pm
Olivares Rodriguez
Language:
Spanish
No items found.
Content Track:
Marketing

Your personal brand is the image you present to others, shaped by your experiences, skills and values. Olivares Rodriguez shares why building a personal brand that sets you apart as a professional advisor is essential, how to create one and why you should start this process now.

Ee Boon Ong, CLU®/S, ChFC®/S

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,
Current Membership Year:
2025
Total Membership Years:
8
Court of the Table Honors:
2
Top of the Table Honors:
Language:
English
No items found.

Ee Boon Ong, CLU/S, ChFC/S, is a senior manager at Great Eastern Life-Singapore. Ong has been in the financial services profession for 12 years and specializes in comprehensive financial planning.

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3 Ps of sales that can lead to qualifying for MDRT year after year

Ee Boon Ong, CLU®/S, ChFC®/S
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
12:00 pm
Ong
Language:
English
No items found.
Content Track:
Practice management

What processes and daily steps do you have in place to generate consistent business that leads to MDRT qualification? Ong provides actionable techniques to improve your prospecting, positioning and problem-solving.

Colin L.J. Ong, CLU, ChFC

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,
Current Membership Year:
2025
Total Membership Years:
30
Court of the Table Honors:
7
Top of the Table Honors:
3
Language:
English
No items found.

Colin L.J. Ong, CLU, ChFC, is the executive senior director of financial services at Great Eastern Life-Singapore under Advisors’ Clique Collective. A veteran in the profession with more than 30 years of experience, Ong is the recipient of the IBF Fellow Award from the Institute of Banking and Finance.

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Overcoming adversity and aspiring toward a Whole Person life

Colin L.J. Ong, CLU, ChFC
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
1:00 pm
Ong
Language:
English
No items found.
Content Track:
Whole Person

For most of his career, Ong’s focus on work came at the expense of his personal life. He shares how he has shifted toward a more balanced life in recent years and how you can prioritize both the personal and professional relationships in your life.

Candice Ong

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,
Current Membership Year:
2025
Total Membership Years:
7
Court of the Table Honors:
1
Top of the Table Honors:
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.

Candice Ong graduated from Nanyang Technological University, earning a degree in business with a major in marketing in 2015. After spending a year at Shopee, she transitioned to a career as a financial consultant at Prudential Assurance Corporation Singapore in 2016. Over the next four years, Ong successfully built her consulting business before advancing into management. Currently, as a financial services director, she enjoys leading and mentoring a team of consultants while cultivating her online presence.

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The light in the darkness: Lessons from heartfelt connections

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

How can we add value beyond financial transactions, client servicing and even claims? Ong shares organic, creative initiatives that not only held profound meaning but also united people from diverse communities in support of a noble cause, yielding remarkable results.

Shizuko Ozaki

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,
Current Membership Year:
2025
Total Membership Years:
23
Court of the Table Honors:
15
Top of the Table Honors:
10
Language:
Japanese
No items found.

Shizuko Ozaki is an executive life plan consultant of Gibraltar Life Insurance Company. With 25 years of experience in the profession, Ozaki has received many accolades over the years, such as the 2024 Best LC Award and Kiyo Sakaguchi Golden Heart Memorial Award.

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Referrals arise from either emotions, trust or advocacy

Shizuko Ozaki
Session Type:
Focus Session
Presentation Language:
Japanese
Date of Session:
Wednesday, June 25, 2025
Start Time:
11:00 am
Ozaki
Language:
Japanese
No items found.
Content Track:

Clients refer us only when they are moved, trust us or are willing to support us. Ozaki shares her experiences during the early years (one to five years), developed phase (five to 15 years) and veteran phase (15-plus years) of her career, and what enabled her to qualify for Top of the Table 10 times.

Craig Palfrey, CFP

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,
Current Membership Year:
2025
Total Membership Years:
16
Court of the Table Honors:
14
Top of the Table Honors:
13
Language:
English
Korean
Mandarin
No items found.

Craig Palfrey, CFP, is founder of Penguin Wealth. With 25 years of experience in the financial services profession, Palfrey is dedicated to helping his clients achieve financial freedom and live their best lives by making smarter financial decisions. He is also an international speaker and author of two Amazon-featured books.

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10 strategies to maximize client engagement and business growth

Craig Palfrey, CFP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
1:30 pm
Palfrey
Language:
English
Korean
Mandarin
No items found.
Content Track:

How can you exceed client expectations, strengthen relationships and future-proof your practice? Palfrey explains 10 transformative ways to control the financial journey, communicate effectively and build a thriving practice without having to prospect again.

R. Sepalika Panagoda, MFA

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,
Current Membership Year:
2025
Total Membership Years:
18
Court of the Table Honors:
15
Top of the Table Honors:
4
Language:
Hindi
No items found.

R. Sepalika Panagoda, MFA, is a master financial advisor at Ceylinco Life Insurance Ltd. Panagoda has been in the financial services profession for 20 years and works with more than 1,200 clients across 250 corporate companies. Her business has become a community of advisors, with more than 10,000 referrals available at any given time. She specializes in group insurance, retirement planning, critical illness insurance, disability insurance and education plans. She has been recognized with a wide range of awards, both locally and globally, and credits her MDRT volunteerism with enhancing her leadership skills.

CLOSE

Panel discussion: Unity in diversity

R. Sepalika Panagoda, MFA
Session Type:
Focus Session
Presentation Language:
Hindi
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
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.

Hee Geun Park

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,
Current Membership Year:
2025
Total Membership Years:
13
Court of the Table Honors:
7
Top of the Table Honors:
1
Language:
Korean
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Hee Geun Park has been working as a financial planning and corporate consulting expert at MetLife for more than 12 years. A former elementary school teacher, he graduated from the Department of Science Education at a teachers' college. He continues to achieve outstanding achievements, including achieving the MetLife Year-End Grand Prize for 12 consecutive years and the Excellent Certified Planner for 10 consecutive years.

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Corporate collaboration consulting to grow from Court of the Table to Top of the Table

Hee Geun Park
Session Type:
Focus Session
Presentation Language:
Korean
Date of Session:
Tuesday, June 24, 2025
Start Time:
3:00 pm
Park
Language:
Korean
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Content Track:

This session is for FCs who dream of Court of the Table and Top of the Table beyond MDRT. Based on the vivid experience of achieving Top of the Table by specializing in the corporate market, Park presents a step-by-step successful corporate sales strategy, from preparing for corporate market sales to collaboration consulting and actual consultation techniques. He provides practical help to FCs who want to grow to the next level through years of accumulated know-how.

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