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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. 

Unlock your next level of growth with strategic networking

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

Success relies on who you know as much as what you know, Pathak says, but this is driven by the quality of your network rather than the quantity. Focusing on identification, connection and utilization, he provides tips to network with intent while building and leveraging relationships to help you break through plateaus. This session is part of the Hindi track and will be presented in English.

Overcoming obstacles to attain success

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

Pattanabandit shares how comprehending the timing and requirements of clients can help cultivate potential to grow, sustain and accommodate a more extensive client base.

Courageous me: Embracing the value of you

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

If you don't value yourself, how can you expect others to? Payne uses a simple structure to show you how to harness your value to build stronger relationships, make a bigger impact, and live a more fulfilled and successful life.

Panel discussion: The first MDRT book club in Europe

Avraam Pekris
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
11:30 am
Pekris
Language:
English
No items found.
Content Track:
Advising Clients

Learn the process of launching the first European book club from scratch, including the first steps taken and how the first year was navigated. Members of the club share the seven principles of belonging to a book club while detailing the MDRT Europe book club’s achievements, challenges, opportunities and obstacles overcome.

Panel discussion: Inspire, lead and grow your agency team

Godofredo III Batas Peteza
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
1:30 pm
Peteza
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.

Building an MDRT culture of excellence with the MDRT Family of Brands

Bryan Phang, BBA, AEPP
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
12:30 pm
Phang
Language:
English
No items found.
Content Track:
Whole Person

Gain insights from the agency leader who won the MDRT Culture of Excellence Diamond Agency Award three years in a row — 2023, 2024, and 2025. In this session, Bryan Phang shares how the MDRT Family of Brands played a key role in his journey — from developing new advisors through the MDRT Academy, to building MDRT membership as a team standard, and stepping up as a leader with the MDRT Center for Field Leadership. If you're looking to shape a strong culture, grow sustainably, and lead with impact, this session will give you ideas you can apply right away.

MDRT ACTS: A community of caring

Steven A. Plewes, CLU, ChFC
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
5:30 pm
Plewes
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:
Whole Person

While on a dream vacation in Australia, Plewes and his wife were critically injured in an automobile accident. Stranded in a foreign country, in a trauma hospital 10,000 miles from home, things looked bleak — until MDRT members in Australia entered the scene and acted in the most caring, compassionate and unselfish ways to help navigate logistics, food, transportation and emotional support. Plewes shares his story as well as transferable life lessons that reinforce the power and value of being part of the MDRT community worldwide.

Panel discussion: The first MDRT book club in Europe

Svetlana Plitin-Tamaviciene
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
11:30 am
Plitin-Tamaviciene
Language:
English
No items found.
Content Track:
Advising Clients

Learn the process of launching the first European book club from scratch, including the first steps taken and how the first year was navigated. Members of the club share the seven principles of belonging to a book club while detailing the MDRT Europe book club’s achievements, challenges, opportunities and obstacles overcome.

Establishing an eco-friendly digital marketplace for the emerging generation

Kallaya Puangkingkaew
Session Type:
Focus Session
Presentation Language:
Thai
Date of Session:
Tuesday, June 24, 2025
Start Time:
1:30 pm
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.

Business shielding

Sergio Fernando Puente Calzada, FSCP, CLI
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Monday, June 23, 2025
Start Time:
1:00 pm
Puente Calzada
Language:
Spanish
No items found.
Content Track:
Advising Clients

Puente Calzada presents three strategies to encourage entrepreneurs to save for retirement and transfer those funds from their business assets to their personal assets while also addressing risks such as disability and premature death.

Digital leadership and AI: Leveraging co-intelligence to artificial relevance

Erik Qualman
Session Type:
Special Session Luncheon
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
12:00 pm
Qualman
Language:
English
No items found.
Content Track:

We don't have a choice on whether we digitally transform; the choice is how well we do it. Qualman shares practical ways to design your best future and how to balance offline and online approaches to drive successful outcomes.

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

Isela Quinones Arreola, Sr.
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
Quinones Arreola
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.

Challenging conventions: An inspirational mother and leader in the insurance profession

Isela Quiñones Arreola
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Tuesday, June 24, 2025
Start Time:
1:30 pm
Quiñones Arreola
Language:
Spanish
No items found.
Content Track:
Whole Person

After deciding to change the practices and beliefs that were hindering her personal and professional development, Quiñones Arreola grew her business exponentially. Learn more about her belief that "I am you, and what I do to you, I do to myself," and how she has implemented various strategies, affirmations and daily actions to provide her clients with exceptional service while also enjoying quality time with her family.

Guaranteed sales: How to close 8 out of 10 deals

Rodrigo Rivera Barba, LUTCF
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Monday, June 23, 2025
Start Time:
12:30 pm
Rivera Barba
Language:
Spanish
No items found.
Content Track:
Marketing

Would you like your business to be more successful, efficient and enjoyable? Join Rodrigo as he reveals his three essentials for success, a formula to target higher markets, how to close 8 out of 10 deals and ways to communicate assertively with others.

Build trust and grow your leads

Laura Patricia Rodríguez Cardenas
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Tuesday, June 24, 2025
Start Time:
12:00 pm
Rodriguez Cardenas
Language:
Spanish
No items found.
Content Track:
Marketing

A significant challenge we face as advisors is the public's mistrust and lack of knowledge regarding the insurance profession, especially among millennials. This issue undermines our sales efforts, limits our ability to get referrals and makes it difficult to achieve our goals. Rodríguez Cardenas shares three strategies that have helped her reach a wider audience and establish trust.

How to attract prospects daily on social media

Josele Alejandro Romo Barajas
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Sunday, June 22, 2025
Start Time:
1:00 pm
Romo Barajas
Language:
Spanish
No items found.
Content Track:
Marketing

Social media is the most effective tool for reaching a large audience. It provides a level of audience segmentation never seen before, and best of all, it’s free. Discover Romo Barajas’ strategies for maximizing its potential and how to attract new prospects every day by developing specific skills.

Panel discussion: Inspire, lead and grow your agency team

Yolén Sada
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
1:30 pm
Sada
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.

From burnout to breakthrough: The power of a positive mindset

Ryan Salonia
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
1:00 pm
Salonia
Language:
English
No items found.
Content Track:
Whole Person

How can you overcome mental and physical burnout? Salonia recounts his own wake-up call driven by his father’s heart surgery, which propelled him to embrace physical fitness and motivational practices — while developing strategies to recognize burnout, cultivate a resilient mindset and foster positive relationships.

Mindset matters: Redefining perspectives on retirement planning

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

Retirement planning is one of the most important aspects of a complete financial plan, yet Savla says this planning remains underemphasized in many countries. He shares opportunities in this essential market and how you can reshape your presentation and clients’ perspectives about options for retirement. This session is part of the Hindi track and will be presented in English.

“Would you do this to your mother?”: The ethics of advice

Jeffrey Scott, CFP, Ph.D.
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
Scott
Language:
English
No items found.
Content Track:

Using practical, real-life examples, Hunt and Scott examine the ethical considerations and trade-offs financial advisors must make when providing advice to clients. Gain insights on individual autonomy, client personality and pricing for advice while engaging with activities, thought-provoking case studies and peer-to-peer learning.

30% growth every year: A tried and tested methodology for lifetime MDRT qualification

Augustine Seah, BSc
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
1:30 pm
Seah
Language:
English
Hindi
Thai
No items found.
Content Track:

How can you develop your business to ensure and plan for growth each year? Seah shares how he dissects his business into six departments, which allows for a thorough review and the opportunity for himself, his staff and his clients to grow effectively.

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

Augustine Seah, BSc
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
3:00 pm
Seah
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.

The power of asking the right questions

Kwanchanok Sikiwat
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Sunday, June 22, 2025
Start Time:
12:30 pm
Sikiwat
Language:
Thai
No items found.
Content Track:
Practice management

Asking the right questions is the key to unlocking the potential of prospects and achieving desired outcomes. Sikiwat explores the core principles and techniques for crafting impactful questions as well as essential strategies to enhance your questioning skills and drive meaningful results.

Panel discussion: The first MDRT book club in Europe

Pawel F. Skotnicki
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
11:30 am
Skotnicki
Language:
English
No items found.
Content Track:

Learn the process of launching the first European book club from scratch, including the first steps taken and how the first year was navigated. Members of the club share the seven principles of belonging to a book club while detailing the MDRT Europe book club’s achievements, challenges, opportunities and obstacles overcome.

The transformation from a Thai national gymnast to a nationally accredited professional financial planner

Jidapa Srimuang, CFP, LUTCF
Session Type:
Focus Session
Presentation Language:
Thai
Date of Session:
Wednesday, June 25, 2025
Start Time:
11:00 am
Srimuang
Language:
Thai
No items found.
Content Track:

Discover Srimuang’s insights for establishing clear objectives, maintaining discipline and utilizing your time efficiently while collaborating with clients.

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