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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. 

Panel discussion: The first MDRT book club in Europe

Rima Antonios, BCA, Kyriakos Chatzistefanou, DMS, CMI, Sarah Hogan, FPFS, Avraam Pekris, Svetlana Plitin-Tamaviciene, Pawel F. Skotnicki
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
11:30 am
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.

Questions you wished you had known to ask

Alessandro Forte, CFP, FCII, Tony Gordon
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
11:30 am
Language:
English
No items found.
Content Track:
Practice management

Lasting success comes when prospecting ceases to be a problem. Gordon shares how to have more referrals than you will ever need, plus a bonus idea of how to harness the power of the MDRT Foundation to help your business.

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

Seana Fardy, CFP, CLU, Dana Mitchell, CFP, CLU
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
11:30 am
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.

Panel discussion: How to talk about MDRT with your clients

Robert Cullen, FSCP, MBA, Julianne Hertel, CLU, CHFC, Sara Pardys
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
11:00 am
Language:
English
No items found.
Content Track:
Practice management

Do your clients know the value your MDRT membership brings to them? Join this session to learn strategies for talking about MDRT with clients and how this important skill can bolster your reputation and business.

Panel discussion: Foolproof strategies for countless referrals

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

Filtering prospects on social media

Maria Fernanda Alpuche
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Tuesday, June 24, 2025
Start Time:
1:00 pm
Alpuche
Language:
Spanish
No items found.
Content Track:
Marketing

Social media contains a rich source of prospects, but not all of them will become clients. Alpuche explains how to identify those who are most likely to purchase insurance as well as how to maximize your time on each prospect, making your advice more effective.

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

Esther Althaus, FChFP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
Althaus
Language:
English
Hindi
Thai
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.

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

Esther Althaus, FChFP, Baz Gardner, Ross G. Hultgren, CFP, DFP, Aaron Kane, B Bus, AFA
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
Althaus
Language:
English
Hindi
Thai
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.

Doctor markets, I can do it too

Seok Hoon An
Session Type:
Focus Session
Presentation Language:
Korean
Date of Session:
Monday, June 23, 2025
Start Time:
1:30 pm
An
Language:
Korean
No items found.
Content Track:

This session is for FCs who dream of entering the doctor market but don't know how. Based on real-life examples of successful transitions from the individual market to the professional market, An shares know-how that anyone can use to effectively approach and consult with doctor clients. Learn how to generate consistent results through prospect development and management strategies and become a successful FC in the professional market.

Panel discussion: The first MDRT book club in Europe

Rima Antonios, BCA
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
11:30 am
Antonios
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.

How to help your prospects truly understand the need for life insurance

Toshihiro Aoki
Session Type:
ConneXion Zone
Presentation Language:
Japanese
Date of Session:
Monday, June 23, 2025
Start Time:
11:30 am
Aoki
Language:
Japanese
No items found.
Content Track:
Advising Clients

Simply explaining the needs and recommending products is insufficient to help your prospects truly understand the importance of life insurance. Asking the right questions will help them identify their needs more clearly. Aoki shares how he assists prospects in projecting cash flow and explores ways to enhance it, thereby creating new value.

3 fundamental steps in financial planning for professional market categories

Assawapat Assawaboonyawat, CFP, FChFP
Session Type:
Focus Session
Presentation Language:
Thai
Date of Session:
Tuesday, June 24, 2025
Start Time:
3:00 pm
Assawaboonyawat
Language:
Thai
No items found.
Content Track:

Assawaboonyawat shares a comprehensive strategy for raising financial awareness and planning, structured around three steps that are relevant to all professions.

Manage your mindset to communicate in a digital world

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

There are three steps, Astor says, that are required to harness your mindset and communicate effectively: Understand your past, practice mindfulness and create alignment with your thoughts, words and actions. Learn the basics of mindset, how to cultivate intentional mindfulness and alignment tools to prepare for every conversation.

From divorce to Top of the Table

Wade A. Baldwin, CFP
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
1:00 pm
Baldwin
Language:
English
No items found.
Content Track:
Whole Person

As high performers, Baldwin says, MDRT members often focus on business over personal relationships, leading to a higher-than-normal rate of divorce. He shares his journey about overcoming the adversity of divorce, the impact on his personal and professional relationships, and how he reached new levels of success.

Panel discussion: Between a mentor and a mentee: The success story of a dynamic team

Regina Bedoya, CLU, ChFC
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Tuesday, June 24, 2025
Start Time:
3:00 pm
Bedoya
Language:
Spanish
No items found.
Content Track:

Join this inspiring session and discover how a leader and a mentee have forged their relationship and how they have been able to develop their ethical values in the financial services profession together, thanks to MDRT.

Main Platform Conversations

Regina Bedoya, CLU, ChFC
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Start Time:
Bedoya
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

What can you learn from someone else’s story of overcoming unimaginable adversity? In this intimate “fireside chat” session as part of Main Platform Conversations, Yossi Ghinsberg, the inspiration behind the Hollywood film “Jungle,” sits down with MDRT Past President Regina Bedoya, CLU, ChFC, to discuss his remarkable tale of survival and how it can help advisors reimagine their ability to confront challenges and thrive. 

Panel discussion: Between a mentor and a mentee: The success story of a dynamic team

Regina Bedoya, CLU, ChFC, Fernando A. Gomez
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Tuesday, June 24, 2025
Start Time:
3:00 pm
Bedoya
Language:
Spanish
No items found.
Content Track:

Join this inspiring session and discover how a leader and a mentee have forged their relationship and how they have been able to develop their ethical values in the financial services profession together, thanks to MDRT.

Main Platform Conversations

Regina Bedoya, CLU, ChFC. Yossi Ghinsberg
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Start Time:
Bedoya, Ghinsberg
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

What can you learn from someone else’s story of overcoming unimaginable adversity? In this intimate “fireside chat” session as part of Main Platform Conversations, Yossi Ghinsberg, the inspiration behind the Hollywood film “Jungle,” sits down with MDRT Past President Regina Bedoya, CLU, ChFC, to discuss his remarkable tale of survival and how it can help advisors reimagine their ability to confront challenges and thrive. 

Living a balanced life no matter what

Fred Fouad Belman, FLMI, ACS
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
2:30 pm
Belman
Language:
English
No items found.
Content Track:
Whole Person

Balance is the key, Belman says, to a successful life. He shares tips for achieving this essential harmony in your practice, relationships and beyond.

Resilience, reinvention and rewards: Rising from life’s setbacks

Douglas John Bennett, Dip PFS
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
1:30 pm
Bennett
Language:
English
No items found.
Content Track:
Whole Person

From the brink of bankruptcy in 2010 to selling a seven-figure business to overcoming personal struggles, like a motorcycle accident and divorce, Bennett’s story is one of resilience. He shares how he found success through his podcast and how maintaining a positive mindset, setting clear goals and embracing a cheeky outlook can help financial advisors overcome their own challenges and achieve professional and personal success.

The power of authenticity: Connecting beyond the screens

Marcela Berdugo
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Sunday, June 22, 2025
Start Time:
11:00 am
Berdugo
Language:
Spanish
No items found.
Content Track:
Whole Person

In an increasingly digital and superfluous world, Berdugo explains how to connect with clients based on your beliefs. Demonstrating how sharing her stories, achievements, failures and values has helped her build relationships beyond likes, she helps you see social media as a tool for sharing who you are and how that authenticity is the key to establishing deep relationships.

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

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

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

Marcela Berdugo, Codesh Shekinah De Jesus Hernandez, Lizette Kominik Sterling, Isela Quinones Arreola, Sr.
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
Berdugo
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.

Fostering high-quality mentees

Naotake Bessho, MBA, AFP
Session Type:
ConneXion Zone
Presentation Language:
Japanese
Date of Session:
Sunday, June 22, 2025
Start Time:
1:00 pm
Bessho
Language:
Japanese
No items found.
Content Track:
Practice management

Bessho is committed to fostering high-quality mentees to cultivate advisors who embody the MDRT philosophy, even before they qualify. He shares how this will increase the visibility of MDRT members, enhance client satisfaction, provide peace of mind and enable mentees to contribute positively to society.

Panel discussion: Every step you take: How MDRT can be a resource in each phase of your professional journey

David Blake
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
11:00 am
Blake
Language:
English
No items found.
Content Track:
Practice management

In case you missed it, the MDRT family has grown. Discover how the MDRT Academy (designed to help advisors advance to the level of MDRT qualification) and the MDRT Center for Field Leadership (providing resources for field and home office leaders) can help you and other advisors learn and grow at every career stage.

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