IMPORTANT: Read the Health & Safety Protocols
2022 MDRT GLOBAL CONFERENCE

August 28-31, 2022
Sydney, Australia

Register now
000
DAYS to go
August 27–30, 2023
DURATION: 4 DAYS
Singapore
Sands Expo & Convention Centre
90+ Speakers
70+ Sessions

Unlock your path to limitless growth and success  

Network with experts in your field, learn the latest trends and insights from premier financial professionals, and hear from inspirational influencers on Main Platform – all while embarking on your journey towards professional advancement.

Main Platform livestreaming

For those unable to attend the 2022 Annual Meeting in person, Main Platform will be livestreamed for your convenience. Registration opens April 19, 2022.

Learn

Gain insights from past meetings and learn how to apply them to grow your business today. Log in to  to access personalized information and content.

Connect

Read about the topics explored at this year’s meeting on the . Be inspired by creative business concepts, learn specialized information from world-class speakers and discover new ways to expand your career.

Explore

With its century-old temples, lush green spaces and sustainable solutions, the varied charms of are bound to enchant visitors. Discover many opportunities to explore, indulge and experience Singapore’s beauty and everything it has to offer.

Schedule

SATURDAY,
AUGUST 26
SUNDAY,
AUGUST 27
MONDAY,
AUGUST 28
TUESDAY,
AUGUST 29
WEDNESDAY,
AUGUST 30

SATURDAY, AUGUST 26

11 a.m. - 6 p.m.
Registration Open
11 a.m. - 5 p.m.
ConneXion Zone

MDRT Store and MDRT Foundation Booth, Networking and Entertainment

4:30 - 5:30 p.m.
PGA Volunteer Kickoff and Task Force Breakouts
Note:  Schedule is subject to change.

SUNDAY, AUGUST 27

9 a.m. - 6:30 p.m.
Registration Open
10 a.m. - 5 p.m.
ConneXion Zone

MDRT Store and MDRT Foundation Booth, Networking and Entertainment

12:30 - 1:50 p.m.
Sponsor Sharing Sessions

Join MDRT Sponsor Members sharing knowledge and expertise through their quick hit 20-minute presentations, highlighting their MDRT journeys and experiences.

Nethan Jing Xiang Chew

,
,
Singapore
Total Membership Years:
4
Court of the Table Honors:
2
Top of Table Honors:
1

Nethan Jing Xiang Chew is currently managing a team of 100 advisors, 50% of whom are MDRT members, while also pursuing a bachelor's degree in law.

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Nethan Jing Xiang Chew

Practical steps for running your business today while building for tomorrow

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12:30 - 3 p.m.
Court of the Table and Top of the Table Program & Reception
(2023 Court of the Table and 2023 Top of the Table members only)

Erica Dhawan

New York
,
New York
,
United States
Total Membership Years:
1
Court of the Table Honors:
1
Top of Table Honors:
1

Erica Dhawan is an internationally recognized leading authority, speaker and advisor on 21st century teamwork, collaboration and innovation. Named as one of the top 50 management thinkers in the world by Thinkers50, Dhawan is the author of two bestselling books and frequently appears in the Harvard Business Review, Fast Company and The Wall Street Journal. She has spoken across many global platforms on topics such as using innovative strategies to unlock the collective power of teams and building a culture of trust across any distance and creating authentic engagement to ensure competitiveness.

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Erica Dhawan

Court of the Table/Top of the Table Program & Reception

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3:00 - 4 p.m.
First Time Attendee Session

Jamie McDonald

,
,
United Kingdom
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Jamie McDonald beat the odds that were stacked against him as a child and went on to complete challenges as an adult that pushed human physical endurance to the limit: He spent 12 days nonstop on a static bike, completed a 14,000-mile bike ride from Bangkok to his hometown of Gloucester and spent seven days running on a treadmill — covering a greater distance during that time than any human being ever has — all to raise as much as he can for the children who need his help. His motivation is to give back to the hospitals and organizations that cared for him when he was a sick child and to help as many children as possible overcome their own serious illnesses and disabilities.

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Jamie McDonald

First Time Attendee Session

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5:30 - 7 p.m.
Main Platform

Thought leaders and renowned speakers share inspirational stories and industry content covering topics relevant to financial services, sales strategies, business practices and work-life balance.

More Information to come
Note:  Schedule is subject to change.

MONDAY, AUGUST 28

8 a.m. - 4 p.m.
Registration
9 - 11 a.m.
Main Platform

Thought leaders and renowned speakers share inspirational stories and industry content covering topics relevant to financial services, sales strategies, business practices and work-life balance.

More Information to come
11 a.m. - 5 p.m.
ConneXion Zone

MDRT Store and MDRT Foundation Booth, Networking and Entertainment

12:30 - 2:50 p.m.
Sponsor Sharing Sessions

Join MDRT Sponsor Members sharing knowledge and expertise through their quick hit 20-minute presentations, highlighting their MDRT journeys and experiences.

Ai Tee Ooi

Kuala Lumpur
,
,
Malaysia
Total Membership Years:
3
Court of the Table Honors:
1
Top of Table Honors:
1

Ai Tee Ooi has more than 25 years of experience in the life insurance profession and has grown her team to the top division for nine consecutive years. She believes persistence and hard work are keys to achieving your goals.

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Ai Tee Ooi

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1:30 - 2:30 p.m.
Focus Sessions

Designed to spark new ideas and provide solutions to today’s challenges, Focus Sessions do not disappoint! Join member and nonmember industry experts as they share knowledge covering a variety of subject matter, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology and work-life balance.

Jane Blaufus, CLU

Ancaster
,
ON
,
Canada
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Jane Blaufus, CLU, is founder of The Blaufus Group Inc., based in Toronto, Ontario, Canada, and works with clients across Canada and the U.S. Her book and comprehensive planning binder have become acclaimed as two of the most actionable financial planning resources available today for families, individuals and business owners. With extensive experience in marketing, sales, executive leadership and business development, Blaufus has been invited as a guest expert speaker on national TV, radio and podcasts.

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Jane Blaufus, CLU

The heart of the matter

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Chia Fang Hsieh

Taipei
,
,
Taiwan Area
Total Membership Years:
25
Court of the Table Honors:
15
Top of Table Honors:
7

Chia Fang Hsieh is the tenth president of the MDRT Taiwan Division and has won various awards for her accomplishments in the financial services profession.

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Chia Fang Hsieh

Steps for effective pension planning

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Takako Kai

Tokyo
,
,
Japan
Total Membership Years:
17
Court of the Table Honors:
2
Top of Table Honors:
0

Takako Kai is a former nurse who joined Prudential Life in 2004, becoming one of the few female executive life planners at the company.

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Takako Kai

Important lessons learned from careers in nursing

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Pu Li, CFA

Beijing
,
,
China
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Pu Li is the founder of the Independent Financial Advisors Association in China as well as founding partner of Shengrui Investment. He obtained his master’s degree in finance from Tsinghua University and the Chinese University of Hong Kong and majored in business analysis from Wharton Business School. Li has been deeply involved in financial services for 18 years, providing consulting services for many large insurance companies at home and abroad.

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Pu Li, CFA

How advisors can thrive in an unknown future

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Joshua Luke

Singapore
,
,
Singapore
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Joshua Luke is the director of training and business development at Signature Image Academy International, a leading training consultancy that offers training courses, mass coaching, personal consultations and training certifications. Joshua is a multiple award-winning global master trainer, celebrity master personal branding consultant and business coach who has been featured in Singapore’s Men’s Health and U-Weekly magazines.

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Joshua Luke

Elevate your personal brand now!

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Namiki Ohishi

Tokyo
,
,
Japan
Total Membership Years:
12
Court of the Table Honors:
2
Top of Table Honors:
0

Namiki Ohishi is a former nurse who joined Gibraltar Life in 2009 and qualified for an executive-level status at the company in 2020. She has had great success as a financial advisor, closing two cases a week for nine consecutive years.

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Namiki Ohishi

Important lessons learned from careers in nursing

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Witsanu Pudtaraksamanee

Kamphaengphet
,
,
Thailand
Total Membership Years:
8
Court of the Table Honors:
2
Top of Table Honors:
1

Witsanu Pudtaraksamanee, a former car salesman, transitioned to the financial services profession and has found great success for the past 20 years, earning recognition as the youngest advisor in the history of AIA Thailand to hold the high-level position of regional director.

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Witsanu Pudtaraksamanee

Conviction leads to success

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Charlie Reading, APFS

Rutland
,
,
United Kingdom
Total Membership Years:
6
Court of the Table Honors:
6
Top of Table Honors:
6

Charlie Reading, APFS, is the founder of Efficient Portfolio, one of the U.K.’s top financial planning practices. He is a three-time Ironman finisher, ultrarunner and the author of four books. As the host of the TRIBEathlon podcast, Reading interviews top endurance athletes from around the world. He has founded and sold several businesses and now runs a coaching business for professionals called The Trusted Team.

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Charlie Reading, APFS

Ironman business tactics: Succeeding in business like a pro

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Rajesh Tagore

Mumbai
,
Maharashtra
,
India
Total Membership Years:
4
Court of the Table Honors:
0
Top of Table Honors:
0

Rajesh Tagore is a sales trainer who specializes in training through games, tools, demonstrations and visual aids. He is founder of Leader Factory, creator of a wealth kit that includes 20 different concepts to sell insurance more effectively and author of the book “When How and Whom Not to Recruit as Insurance Adviser.”

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Rajesh Tagore

How to visually demonstrate a family's financial future

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Wong Glen

,
,
Hong Kong, China
Total Membership Years:
9
Court of the Table Honors:
8
Top of Table Honors:
4

Wong Glen, who joined the financial services profession in 2013, reached Top of the Table status within three years of becoming an MDRT member. He is currently a regional director of an insurance company with a team of more than 100 people and hopes that the reputation and professionalism of the profession will one day equal that of lawyers and doctors.

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Wong Glen

Avoid roadblocks to developing new clients

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France Zaguirre

Singapore
,
,
Singapore
Total Membership Years:
4
Court of the Table Honors:
1
Top of Table Honors:
0

France Zaguirre, a financial advisor at AIA Singapore, was born and raised in the Philippines before moving to Singapore at the age of 20 to begin a career in financial services, a decision that was rooted in his passion for service. Though he didn’t have a network of family, friends or money at that time, Zaguirre now serves as an MDRT mentor, volunteers at various charitable organizations and believes in giving back to society.

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France Zaguirre

Making the impossible possible

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1:30 - 2:30 p.m.
MDRT Global Services Session
‍(Exclusively for MDRT Global Services members. Session presented in English only; no interpretation will be offered.)

Shalyn Lee, BSc, CIAM

Singapore
,
,
Singapore
Total Membership Years:
5
Court of the Table Honors:
0
Top of Table Honors:
0

Shalyn Xiaoqi Lee, BSc, CIAM, is a financial services director who has led multiple million-dollar agencies. She is an advocate of balancing a successful business with leading an enjoyable home life.

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Shalyn Lee, BSc, CIAM

Secrets to achieving that optimal balance you desire

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Jaslyn Ng

,
,
Singapore
Total Membership Years:
6
Court of the Table Honors:
4
Top of Table Honors:
1

Jaslyn Ng is a financial services director who has received top awards both as a financial consultant and a leader. In 2022, she was recognized as the top first regional digital agent of the year at the 7th Asia Trusted Life Agents and Advisers Awards ceremony, which spans 12 Asian countries. To date, Ng has managed more than 400 clients in wealth protection and accumulation, which resonates with her mission to protect lives, ensure children can continue their studies no matter what happens and help clients secure adequate retirement funds.

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Jaslyn Ng

Secrets to achieving that optimal balance you desire

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3 - 4/4:30 p.m.
Focus Sessions

Designed to spark new ideas and provide solutions to today’s challenges, Focus Sessions do not disappoint! Join member and nonmember industry experts as they share knowledge covering a variety of subject matter, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology and work-life balance.

Wei Wang

Taipei City
,
,
Taiwan Area
Total Membership Years:
7
Court of the Table Honors:
2
Top of Table Honors:
0

Wei Wang currently serves as a supervisor responsible for developing personal performance, recruiting and cultivating new advisors. He has nine years of experience in financial services and is dedicated to promoting the Whole Person concept.

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Wei Wang

Embracing core components of MDRT

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Toshihiro Tsubohara

Fukuokasi
,
Fukuoka
,
Japan
Total Membership Years:
18
Court of the Table Honors:
6
Top of Table Honors:
2

Toshihiro Tsubohara joined Prudential Life in 1999 and has achieved a high level of success during the last 17 years.

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Toshihiro Tsubohara

Understanding and resolving business owners' concerns

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Takashi Yoshimitsu

Nagaokakyo City
,
Kyoto
,
Japan
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Takashi Yoshimitsu is an author and experienced field manager at a domestic life insurance company who trains sales representatives to help them succeed. He became an independent advisor in 2002, founded K.K. Shaft and has offered more than 3,000 seminars throughout Japan to improve the quality of financial services advisors in the profession.

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Takashi Yoshimitsu

Understanding and resolving business owners' concerns

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Solomon Hicks

Acworth
,
GA
,
United States
Total Membership Years:
36
Court of the Table Honors:
27
Top of Table Honors:
24

Sol Hicks is the CEO and founder of Hicks Global Enterprises and has been an advisor for 52 years. He devotes much of his time to cultivating and mentoring other agents, 80% of whom become top producers themselves. He is a globally sought-after speaker, teacher and motivator, and the author of “Wise Guys Finish First,” “The Secret Life of a #1 Salesman” and “Making Disciples.”

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Solomon Hicks

Rebound: How setbacks set you up for success

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Satontorn Bovontanasankun

Trang
,
,
Thailand
Total Membership Years:
6
Court of the Table Honors:
0
Top of Table Honors:
0

Satontorn Bovontanasankun became a financial services advisor after her mother was diagnosed with Alzheimer’s. Inheriting the book of business her mother earned during her 30-year career, Bovontanasankun was a quick learner and credits her success to utilizing all the resources MDRT has to offer.

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Satontorn Bovontanasankun

Marketing in a simple and sustainable way (work less, more results)

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Salzena Fernandes

Margao, Goa
,
GJ
,
India
Total Membership Years:
9
Court of the Table Honors:
5
Top of Table Honors:

Salzena Fernandes , presently ACFP and PFA , finished her bachelors and master’s degree in commerce, added cost accountancy and financial planning as the major subjects and began her career at Mahindra & Mahindra Automobiles Ltd as account and sales manager. She later transitioned to the financial services, starting her own firm, Sansal Financial Services. She offers comprehensive long-term savings, protection, and retirement solutions, as well as child education, tax planning , various risks management planning and wealth management services. For the last 15years she has made a difference to more than 2600 families across the globe with the goal to "make a finest difference to a family".

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Salzena Fernandes

Million-dollar idea sharing

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Rajiv Jain, B Com

Delhi
,
,
India
Total Membership Years:
20
Court of the Table Honors:
11
Top of Table Honors:
6

Rajiv Jain, B Com, CFP, credits his success as a financial services advisor to establishing a healthy work-life balance through effective communication and listening skills.

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Rajiv Jain, B Com

Million-dollar idea sharing

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Poonam Maurya

Mumbai
,
Maharashtra
,
India
Total Membership Years:
10
Court of the Table Honors:
6
Top of Table Honors:

Poonam Maurya has been in the financial services profession for 18 years, accumulating more than 1,000 clients over the years. She has found a simple strategy for success and enjoys sharing her ideas with others.

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Poonam Maurya

Million-dollar idea sharing

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Paveennuch Cheowtirakul

Bangkok
,
,
Thailand
Total Membership Years:
10
Court of the Table Honors:
3
Top of Table Honors:
0

Paveennuch Cheowtirakul has 14 years of experience in the financial services profession and is the director of the GA owner office. Her primary focus is word-of-mouth marketing.

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Paveennuch Cheowtirakul

Marketing in a simple and sustainable way (work less, more results)

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Jitpinun Santayanond

Nonthaburi
,
,
Thailand
Total Membership Years:
8
Court of the Table Honors:
2
Top of Table Honors:
0

Jitpinun Santayanond has been in the financial services profession for 21 years and is currently the director of the sales division. She has found the best way to help clients plan their financial futures is through a systematic and methodological approach.

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Jitpinun Santayanond

Marketing in a simple and sustainable way (work less, more results)

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Danyi Zhang

Nanjing Jiangsu
,
,
China
Total Membership Years:
10
Court of the Table Honors:
0
Top of Table Honors:
0

Danyi Zhang’s specialty is analyzing the financial data of her nearly 690 clients and their families to determine their joint goals and provide a complete and flexible product portfolio to help them avoid financial risks.

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Danyi Zhang

Organize seminars to fit the new generation

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Cheng Ka Kit

Quarry Bay
,
,
Hong Kong, China
Total Membership Years:
8
Court of the Table Honors:
5
Top of Table Honors:

Cheng Ka Kit decided against working for the immigration department and opted instead to join the financial services profession, which has proven to be very successful for him. He achieved MDRT qualification with more than 150 policies — within six months after his graduation — and doubled his production the following two years.

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Cheng Ka Kit

A sustainable system to Qualify for Court of the Table

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Bernard Lim, CFP, AFcouns

Singapore
,
,
Singapore
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Bernard Lim, CFP, has more than 20 years of experience in training, coaching and presenting. He is the principal of Wealth College and founder of FinCARE, a social enterprise that makes financial wellness programs affordable and accessible through technology. Lim’s highly rated courses in financial coaching and estate and legacy have reached more than 10,000 financial services professionals through banks, insurers and IFAs.

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Bernard Lim, CFP, AFcouns

Confronting a crisis of trust with financial life coaching

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Bhupinder Anand, ACII, DipPFS

London
,
,
United Kingdom
Total Membership Years:
27
Court of the Table Honors:
26
Top of Table Honors:
22

Bhupinder S. Anand, ACII, Dip PFS, is managing director of Anand Financial Architecture, based in London, England, UK. He has twice been awarded U.K.’s Independent Financial Advisor of the Year and is one of the profession’s favorite speakers, having spoken at major conferences all around the world and at MDRT many times. He also runs the Advisor Master Class coaching program and is author of “Smashing the Glass Ceiling: Breaking Through Your Personal Barriers to Success.” Anand has a unique insight into understanding the importance of how creative branding and positioning can influence the results we get from our clients.

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Bhupinder Anand, ACII, DipPFS

Utilizing creative social media marketing to reach Top of the Table

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Baz Gardner

Cashmere
,
QLD
,
Australia
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Every advice firm has blind spots when it comes to understanding the true value it delivers, Gardner says, and how to price and get people to pay for that deepest value. Utilizing nearly three decades of experience advising thousands of businesses, he touches on both the psychology of clients and advisors while sharing secrets that can help advisors exponentially grow their revenue.

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Baz Gardner

Maximizing your value: The psychology of pricing advice

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3 - 4 p.m.
MDRT Global Services Session
‍(Exclusively for MDRT Global Services members. Session presented in English only; no interpretation will be offered.)

Su-Yen Wong

,
,
Singapore
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Su-Yen Wong is a professional speaker whose passion is to help audiences around the world navigate the intersection of technology, strategy and people and think differently about the future of work, reinvention, diversity and governance. Wong is an adjunct professor of global leadership and a highly rated guest lecturer who has spoken at universities across Asia, Europe, Latin America and the U.S. She serves on several boards for public, private and nonprofit organizations and is a bestselling author and award-winning photographer.

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Su-Yen Wong

Leadership for an Asian Century

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4 - 5:30 p.m.
MDRT Global Services Reception and Awards Ceremony
(Exclusively for MDRT Global Services members.)
5 - 6 p.m.
Quarter Century Club
(Exclusively for members with 25+ years of membership.)
5:30 - 6:30 p.m.
Top of the Table Reception
(2023 Top of the Table members only.)
Note:  Schedule is subject to change.

TUESDAY, AUGUST 29

8 a.m. - 4 p.m.
Registration
9 - 11 a.m.
Main Platform

Thought leaders and renowned speakers share inspirational stories and industry content covering topics relevant to financial services, sales strategies, business practices and work-life balance.

Mohamad Manmohan Abdullah, ChFC, CLU

Kuala Lumpur
,
,
Malaysia
Total Membership Years:
28
Court of the Table Honors:
2
Top of Table Honors:

Mohamad Manmohan Abdullah, ChFC, CLU, is a sought-after financial services speaker who has presented at many seminars worldwide. Abdullah is also passionate about sharing his knowledge as a mentor to 35 MDRT members over the years.

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Mohamad Manmohan Abdullah, ChFC, CLU

How to improve prospecting by blasting through call reluctance and fear

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Anna Hung Chan

,
,
Hong Kong
Total Membership Years:
17
Court of the Table Honors:
4
Top of Table Honors:
1

Anna Hung Chan joined the financial services profession in 2004 and is an active MDRT member.

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Anna Hung Chan

From inaction to tackling a desert marathon

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Eunice Chen

Taipei
,
,
Taiwan Area
Total Membership Years:
28
Court of the Table Honors:
10
Top of Table Honors:
1

Eunice Chen has worked in life insurance marketing for 30 years and has signed more than three policies every week since joining the profession. She believes the importance of security, the amount of activity and the power of conviction are keys to providing clients with the most comprehensive services possible.

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Eunice Chen

Time management tips to maximize your day and your week

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Richard Dobson, CFP, BA

Cedar Falls
,
Iowa
,
United States
Total Membership Years:
21
Court of the Table Honors:
1
Top of Table Honors:

Richard Dobson Jr., CFP, has been in the financial services profession for more than 40 years and headed a national registered investment advisory firm for more than 15 years. He is the author of “Make Simplicity Your Superpower!” and continues to work as a personal financial advisor.

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Richard Dobson, CFP, BA

Turning complex jargon into simplicity and clarity

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Romel Rivera Garganera

,
,
Singapore
Total Membership Years:
8
Court of the Table Honors:
2
Top of Table Honors:
2

Romel Rivera Garganera has found success as a financial services advisor due to his discovery of several crucial yet practical strategies that helped him become an MDRT member and then a Top of the Table member.

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Romel Rivera Garganera

The cost of delay

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Louis Andrew Ang Gimenez

Makati City
,
,
Philippines
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Louis Andrew Ang Gimenez joined the financial services profession when he was 37, after departing from a business that was causing a strain on his relationships. He has since found a true passion and purpose for what he considers not just his career but his vocation.

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Louis Andrew Ang Gimenez

Leveraging your "WHY" toward sustained business growth

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Lee Chi-Hsiang, CFP, MSF

Taoyuan
,
,
Taiwan Area
Total Membership Years:
12
Court of the Table Honors:
4
Top of Table Honors:
2

Lee Chi-Hsiang, CFP, MSF, received his master's degree in finance from NYU Stern School of Business and for the past 20 years has provided various services for his clients, fulfilling their diverse needs. Believing that innovation is the best way to protect his career, Lee Chi-Hsiang continues to learn new skills and become educated on the latest information available to better serve his clients.

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Lee Chi-Hsiang, CFP, MSF

How to share the impact of MDRT with clients

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Jaslyn Ng

,
,
Singapore
Total Membership Years:
6
Court of the Table Honors:
4
Top of Table Honors:
1

Jaslyn Ng is a financial services director who has received top awards both as a financial consultant and a leader. In 2022, she was recognized as the top first regional digital agent of the year at the 7th Asia Trusted Life Agents and Advisers Awards ceremony, which spans 12 Asian countries. To date, Ng has managed more than 400 clients in wealth protection and accumulation, which resonates with her mission to protect lives, ensure children can continue their studies no matter what happens and help clients secure adequate retirement funds.

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Jaslyn Ng

The 3 Rs to quickly build rapport

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Yeoh Tan Fung Jenny, RFP

Petaling Jaya
,
,
Malaysia
Total Membership Years:
21
Court of the Table Honors:
7
Top of Table Honors:
2

Yeoh Tan Fung Jenny, RFP, combines a medical background as a nurse with knowledge as an experienced financial professional to educate her clients on the benefits of insurance coverage to ensure financial stability while servicing them with genuine care and empathy.

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Yeoh Tan Fung Jenny, RFP

Selling critical illness insurance with the CI info cube

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Yung Sze Hon Solomon, RFC, LL.b (Hons)

,
,
Hong Kong, China
Total Membership Years:
11
Court of the Table Honors:
9
Top of Table Honors:
7

Yung Sze Hon Solomon joined his company in 2012 and has won many different awards for his accomplishments over the years, including insurance champion of the year in 2019 and outstanding young life insurance manager in 2020.

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Yung Sze Hon Solomon, RFC, LL.b (Hons)

An umbrella story

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11 a.m. - 5 p.m.
ConneXion Zone

MDRT Store and MDRT Foundation Booth, Networking and Entertainment

12:30 - 2:50 p.m.
Sponsor Sharing Sessions

Join MDRT Sponsor Members sharing knowledge and expertise through their quick hit 20-minute presentations, highlighting their MDRT journeys and experiences.

Ai Tee Ooi

Kuala Lumpur
,
,
Malaysia
Total Membership Years:
3
Court of the Table Honors:
1
Top of Table Honors:
1

Ai Tee Ooi has more than 25 years of experience in the life insurance profession and has grown her team to the top division for nine consecutive years. She believes persistence and hard work are keys to achieving your goals.

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Ai Tee Ooi

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1:30 - 2:30 p.m.
Focus Sessions

Designed to spark new ideas and provide solutions to today’s challenges, Focus Sessions do not disappoint! Join member and nonmember industry experts as they share knowledge covering a variety of subject matter, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology and work-life balance.

Ya-Wei Chiang

Taichung
,
,
Taiwan Area
Total Membership Years:
6
Court of the Table Honors:
0
Top of Table Honors:
0

Ya-Wei Chiang currently works as a business executive in financial services, supporting the talent and development of many new, young salesmen. With clients' needs as her top priority, Wei assists clients in the successful planning of asset preservation, especially in combination with insurance and tax planning. In 2018, she was interviewed by Economic Daily News, the largest financial media platform in Taiwan.

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Ya-Wei Chiang

Creating intelligent inheritance decisions through insurance

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Sim Gakhar, CHS, BSc

Markham
,
ON
,
Canada
Total Membership Years:
6
Court of the Table Honors:
4
Top of Table Honors:
3

Sim Gakhar, CHS, BSc, works with self-employed professionals, executives and entrepreneurs to help them build their businesses, grow their retained earnings tax free, leave a long-lasting legacy and protect their biggest asset: themselves. Her problem-finder referral ecosystem makes her a solutions provider for the prospects she wants most.

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Sim Gakhar, CHS, BSc

How to create wildly productive centers of influence

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Lau Wah Shui Rachel, CHLP, LUTCF

Hong Kong
,
,
China
Total Membership Years:
2
Court of the Table Honors:
1
Top of Table Honors:

Lau Wah Shui has 12 years of experience in the financial services profession. Due to social movements and the pandemic, she found it necessary to adjust her business focus from 95% domestic market to 100% Hong Kong market. Lau Wah Shui chose to thrive during these difficult times, and the effort paid off: Her productivity increased three times in the first half of the year compared to the previous year.

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Lau Wah Shui Rachel, CHLP, LUTCF

Positivity, purpose, and performance

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Bhushan Limaye

Mumbai
,
Maharashtra
,
India
Total Membership Years:
4
Court of the Table Honors:
1
Top of Table Honors:
1

Bhushan Limaye is a chartered accountant with more than 25 years of experience in the financial services profession. He specializes in wealth creation, wealth protection and risk management, with a focus on mutual funds, fixed deposits, life insurance, medical insurance and various types of taxation.

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Bhushan Limaye

The benefits of financial forecasting

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Sunjay Nath, MBA, HoF

Oakville
,
ON
,
Canada
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Sunjay Nath is an internationally renowned speaker who travels globally, sharing insights on leadership and performance. In 2005, he became the youngest Canadian and third youngest in the world to earn his CSP designation, and he was inducted in the Canadian Speakers Hall of Fame in 2018. Best known for his 10-80-10 principle, Nath uses this methodology to combine best practices with small wins to help empower audiences to reach their stretch goals.

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Sunjay Nath, MBA, HoF

Strength-based leadership: The 10-80-10 principle

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Masahide Nemoto

Tokyo
,
,
Japan
Total Membership Years:
9
Court of the Table Honors:
5
Top of Table Honors:
0

Masahide Nemoto graduated from Hitotsubashi University with a major in sociology and then from law school at Gakushuin University. He later joined Gibraltar Life.

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Masahide Nemoto

3 keys to maintaining Court of the Table Status

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Stuart Shee Yew Kuen, AFC

,
,
Singapore
Total Membership Years:
25
Court of the Table Honors:
0
Top of Table Honors:
0

Stuart Shee Yew Kuen, AFC, is the founder of Advisors in-Sync, an agency dedicated to empowering lives. He is an active MDRT member and mentor and has spoken in more than 60 cities across 16 countries on sales and agency leadership topics. Shee Yew Kuen authored the bestselling book “Work of Heart” and donates all his speaking fees and book sale profits to various charities.

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Stuart Shee Yew Kuen, AFC

Hard-ware vs. heart-ware

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Jensen Siaw

Singapore
,
,
Singapore
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Jensen Siaw is a global performance coach who has worked with top sales producers, business leaders, senior executives, performing artists and professionals since 2006. His clientele includes multinational corporations, government bodies, universities and global insurance companies, and his coaching style with financial advisors focuses on how to create inner world alignment between work and home life. Siaw has reached close to a million people through his keynotes, radio talk shows, virtual seminars and at many MDRT events.

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Jensen Siaw

Thriving with joy: The happy producer

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Thattana Sritaraksa

Bangkok
,
,
Thailand
Total Membership Years:
8
Court of the Table Honors:
4
Top of Table Honors:
0

Thattana Sritaraksa discovered the solution to achieving MDRT qualification was changing the way she worked with her manager. Once that adjustment was made, they both found great success — and haven’t looked back since.

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Thattana Sritaraksa

Establishing growth and word-of-mouth marketing by expanding your client base

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Wenxing Elton Wang, EA

Shanghai
,
,
China
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Wenxing Elton Wang is founder and managing director of HarvestHorizon (Shanghai) Management and Consulting Co. Ltd.

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Wenxing Elton Wang, EA

Multidimensional wealth planning strategies for high-net-worth clients

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1:30 - 2:30 p.m.
MDRT Global Services Session
‍(Exclusively for MDRT Global Services members. Session presented in English only; no interpretation will be offered.)

Mohamad Manmohan Abdullah, ChFC, CLU

Kuala Lumpur
,
,
Malaysia
Total Membership Years:
28
Court of the Table Honors:
2
Top of Table Honors:
0

Mohamad Manmohan Abdullah, ChFC, CLU, is a sought-after financial services speaker who has presented at many seminars worldwide. Abdullah is also passionate about sharing his knowledge as a mentor to 35 MDRT members over the years.

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Mohamad Manmohan Abdullah, ChFC, CLU

How to recruit Generation Z

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3 - 4 p.m.
Focus Sessions

Designed to spark new ideas and provide solutions to today’s challenges, Focus Sessions do not disappoint! Join member and nonmember industry experts as they share knowledge covering a variety of subject matter, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology and work-life balance.

Katsuya Chosokabe

Tokyo
,
,
Japan
Total Membership Years:
22
Court of the Table Honors:
11
Top of Table Honors:
0

Katsuya Chosokabe joined Prudential of Japan in 1996 and specializes in business succession and estate planning of small- to medium-sized enterprise owners.

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Katsuya Chosokabe

Help prospects understand the power of life insurance

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Fen Ding

Shanghai
,
,
China
Total Membership Years:
12
Court of the Table Honors:
9
Top of Table Honors:
8

Fen Ding has 20 years of experience in the financial services profession and has mastered the difference between possessing efficient sales skills and utilizing effective client management strategies.

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Fen Ding

Blending sales skills and client management

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Fung Wai Hong Daniel

Kowloon
,
,
Hong Kong, China
Total Membership Years:
10
Court of the Table Honors:
1
Top of Table Honors:
1

Fung Wai Hong Daniel is a regional manager who leads more than 40 colleagues, including professional accountants and young university graduates. He has been a guest speaker at many MDRT events and was selected by Prudential Malaysia to speak at a meeting in Hong Kong, China, about how to recruit professionals to expand the team. He also received the Outstanding Trainer Award at the 2022 Hong Kong Trainer Competition.

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Fung Wai Hong Daniel

A post-pandemic template for marketing success

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Danielle Genier, CLU, CFP

Timmins
,
ON
,
Canada
Total Membership Years:
24
Court of the Table Honors:
17
Top of Table Honors:
11

Danielle J. Genier, CLU, CFP, is the founder of Genier Financial Services Inc., which provides full financial planning. At this point in her career, she specializes in working with clients who are 10 years prior to retirement, retired or small-business owners. Genier is very passionate about this profession and enjoys helping her clients and mentoring the advisors and staff in her office.

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Danielle Genier, CLU, CFP

Two sides of succession planning

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Julianne Hertel, CLTC

Worcester
,
MA
,
United States
Total Membership Years:
8
Court of the Table Honors:
4
Top of Table Honors:
2

Julianne Hertel, CLU, CLTC, owns Dream Big Wealth Strategies and specializes in wealth management. Her clientele are the dream-chasers and the world-changers — the people who wake up every day and make the world a happier and better place.

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Julianne Hertel, CLTC

Creating a rebrand to have the business you love

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Ryan Lau Le An

PENANG
,
,
Malaysia
Total Membership Years:
5
Court of the Table Honors:
4
Top of Table Honors:
2

Ryan Lau Le An has found great success as a financial services advisor: He achieved Million Dollar Round Table Court of the Table qualification before he graduated from his university. Upon graduation, he consecutively qualified for Top of the Table. Ryan Lau Le An speaks professionally for Malaysia’s MDRT community, educates members of financial institutions throughout Malaysia and regularly works with wealthy business owners on successful financial strategies.

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Ryan Lau Le An

Best practices for advising high-net-worth business owners

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Wenping Li

Beijing
,
,
China
Total Membership Years:
13
Court of the Table Honors:
8
Top of Table Honors:
7

Wenping Li is a business director, elite member of the China Insurance Marketing Alliance and a high-net-worth certified mentor.

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Wenping Li

Best practices for leadership and service

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Ryan Perkins

Timmins
,
ON
,
Canada
Total Membership Years:
5
Court of the Table Honors:
2
Top of Table Honors:
1

Ryan Jake Perkins has worked at Genier Financial Services Inc. for the last seven years and has been the principal of the firm for the last year. He specializes in serving professionals, young business owners and next-generation wealth clients.

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Ryan Perkins

Two sides of succession planning

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Sirinun Phuttal

Bangkok
,
,
Thailand
Total Membership Years:
2
Court of the Table Honors:
1
Top of Table Honors:
0

Sirinun Phuttal has been in the financial services profession for 16 years. As sales division executive for the last eight years, Phuttal has been driving her team to achieve excellence through deep understanding and motivation.

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Sirinun Phuttal

Driving your team with deep motivation

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Sayed Kazim Raza Zaidi

Mumbai
,
Maharashtra
,
India
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

"Crazy" Kazim Raza is a sales trainer and motivational speaker with more than 20 years of experience in the sales training in life insurance industry. Prior to founding Kazim’s Institute of Leadership, he worked as associate vice president of marketing and training for a leading insurance technology organization. He has trained more than 300,000 financial advisors, most of whom are clients from the Life Insurance Corporation of India, on concept-based selling and a whole personality development program. His slogan is "don't Sell, educate people"

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Sayed Kazim Raza Zaidi

Balancing the 4 P's of life

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3 - 4 p.m.
MDRT Global Services Session
‍(Exclusively for MDRT Global Services members. Session presented in English only; no interpretation will be offered.)

Shadé Zahrai

Bangkok
,
,
Thailand
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Shadé Zahrai is known for her remarkable ability to translate the latest in neuroscience and psychology research into practical and actionable strategies that drive mindset shifts and behavioral change in a systemic way. A bestselling author and Harvard-trained leadership coach, Zahrai is principal and director of her leadership development company, Influenceo Global Inc., where she leverages the latest insights in high performance and leadership into commercially sound strategies to help companies such as McDonald’s, Microsoft and JP Morgan keep emotional intelligence at the core of their work.

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Shadé Zahrai

High-Performance Teams - Mindset Mastery, Self-Leadership & Unified Vision

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5 - 6 p.m.
Quarter Century Club
(Exclusively for members with 25+ years of membership.)
Note:  Schedule is subject to change.

WEDNESDAY, AUGUST 30

8 a.m. - 1:00 p.m.
Registration
7:30 - 9 a.m.
Court of the Table and Top of the Table Open Forum

(Ticketed event at time of registration. 2023 Court of the Table and Top of the Table members only.)

9 - 9:20 a.m.
Sponsor Sharing Sessions

Join MDRT Sponsor Members sharing knowledge and expertise through their quick hit 20-minute presentations, highlighting their MDRT journeys and experiences.

More Information to come
9:30 a.m. - 1 p.m.
ConneXion Zone

MDRT Store and MDRT Foundation Booth, Networking and Entertainment

9:30 - 10:30 a.m.
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Focus Sessions

Designed to spark new ideas and provide solutions to today’s challenges, Focus Sessions do not disappoint! Join member and nonmember industry experts as they share knowledge covering a variety of subject matter, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology and work-life balance.

Surachet Chontrakul

Bangkok
,
,
Thailand
Total Membership Years:
10
Court of the Table Honors:
7
Top of Table Honors:
0

Surachet Chontrakul is currently the vice chairman of the GAMA Thailand’s research arm.

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Surachet Chontrakul

Evergreen principles for success in a changing world

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Michiyo Imada

Chuo-ku
,
Tokyo
,
Japan
Total Membership Years:
28
Court of the Table Honors:
0
Top of Table Honors:
0

Michiyo Imada began her career as a government employee before joining Sumitomo Life in 1991. She currently focuses on worksite marketing, has accumulated about 5,500 individual policies and is passionate about mentoring the next generation of advisors.

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Michiyo Imada

One-close-a-day activity habit

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Venkatesh Kalyanam, BA, CFP

,
,
Singapore
Total Membership Years:
29
Court of the Table Honors:
4
Top of Table Honors:
0

Venkatesh Kalyanam, BA, CFP, is founder and director of Vision Financial and author of the book “Anchoring Success.” He has discovered the key to serving clients well while also enjoying the work he does at any stage of his career.

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Venkatesh Kalyanam, BA, CFP

Growing your business for a better tomorrow

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Calvin Lee

,
,
Singapore
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Calvin Lee joined the financial services profession in 2008. He was president of the Financial Services Managers Association of Singapore and currently serves on their board of governors. The digitally savvy leader has been recognized for employing the power of social media and technology to run his agency, which specializes in retirement adequacy planning, legacy planning and employee benefits.

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Calvin Lee

My journey to digital agency leader of the year

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Shalyn Lee, BSc, CIAM

,
,
Singapore
Total Membership Years:
6
Court of the Table Honors:
0
Top of Table Honors:
0

Shalyn Xiaoqi Lee, BSc, CIAM, is a financial services director who has led multiple million-dollar agencies. She is an advocate of balancing a successful business with leading an enjoyable home life.

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Shalyn Lee, BSc, CIAM

Excelling in leadership while also qualifying for MDRT

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Leung Ka Chun Eddie, CFP, FChFP

Kowloon, Hong Kong
,
,
China
Total Membership Years:
12
Court of the Table Honors:
Top of Table Honors:

Leung Ka Chun Eddie has won various awards in financial planning competitions and is a member of many industry associations.

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Leung Ka Chun Eddie, CFP, FChFP

Increase your activity with seasonal opportunities

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Yee Von Lim

Selangor
,
,
Malaysia
Total Membership Years:
8
Court of the Table Honors:
2
Top of Table Honors:
0

Lim Yee Von is a Generation Y financial advisor from Malaysia who has received numerous awards for her personal sales portfolio accomplishments. She has spoken at various MDRT events and other conferences around the world and initiated the first webinar-based sharing platform in Malaysia on topics related to finance, leadership, mental health and well-being.

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Yee Von Lim

Givers vs. takers: driving surprising success for you and your organization

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Yi Sheng Liu

Taipei City
,
,
Taiwan Area
Total Membership Years:
4
Court of the Table Honors:
0
Top of Table Honors:
0

Yi Sheng Liu specializes in using technology for partner mentoring and business outreach. In 2021, when Taiwan was impacted by the pandemic lockdown, Liu was the pioneer in enabling clients to buy insurance via a video call, which enabled sales to grow despite the lockdown.

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Yi Sheng Liu

How to help clients retire early

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Jia Lyu

Shanghai
,
,
China
Total Membership Years:
9
Court of the Table Honors:
0
Top of Table Honors:
0

Jia Lyu is an expert speaker on the topic of private wealth management and is a home charity ambassador for Autistic Children’s Integrated Education.

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Jia Lyu

Providing financial assistance for families with autism

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Kyoko Miyakawa

Chuo-ku
,
Tokyo
,
Japan
Total Membership Years:
29
Court of the Table Honors:
0
Top of Table Honors:
0

Kyoko Miyakawa worked as a government employee before transitioning to the financial services profession, joining Sumitomo Life in 1991. Miyakawa mainly focuses on worksite marketing and has helped secure nearly 5,500 individual policies. She enjoys mentoring the next generation of advisors and hopes to one day transfer her existing clients to them.

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Kyoko Miyakawa

One-close-a-day activity habit

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Jayang Nagrecha

Mumbai
,
,
India
Total Membership Years:
12
Court of the Table Honors:
Top of Table Honors:

Jayang Nagrecha reached great heights in his career by understanding the true concept of life insurance and how to convey the many diverse facets of it to clients.

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Jayang Nagrecha

Understanding the unexplored aspects of life insurance

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Agnes Ng Tan

Makati
,
,
Philippines
Total Membership Years:
11
Court of the Table Honors:
3
Top of Table Honors:
0

Agnes Ng Tan has been a financial advisor for 10 years and strives to find a sense of holistic balance in all areas of her life, which she believes is essential for nurturing stability and achieving success.

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Agnes Ng Tan

Holistic success is holistic balance

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Jie Lily Tang

Beijing
,
,
China
Total Membership Years:
12
Court of the Table Honors:
8
Top of Table Honors:
6

Jie Tang, of Beijing, China, joined the financial services profession in 2005 and currently has the largest team with the highest number of MDRT members in the company. Her goal for 2023 is to help an additional 100 advisors become MDRT members.

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Jie Lily Tang

New opportunities for the life insurance industry in the post-pandemic era

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11 a.m - 12 p.m.
Focus Sessions

Designed to spark new ideas and provide solutions to today’s challenges, Focus Sessions do not disappoint! Join member and nonmember industry experts as they share knowledge covering a variety of subject matter, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology and work-life balance.

Sudhakar Gabriel

CHENNAI
,
TN
,
India
Total Membership Years:
8
Court of the Table Honors:
1
Top of Table Honors:
0

Sudhakar Gabriel has been in the life insurance profession for more than 21 years. While Gabriel focuses on the referrals and recommendations side of the business, his specialties also include retirement solutions and business insurance.

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Sudhakar Gabriel

The magic of converting referrals to recommendations

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Yun Jia Josh Han, BA, ChFC

Singapore
,
,
Singapore
Total Membership Years:
7
Court of the Table Honors:
0
Top of Table Honors:
0

Josh Han, ChFC, CIAM, began her career as a Financial Consultant and qualified as a MDRT member in her 12th year. Her passion and conviction for the work grows each time she experiences how her works done during good times made a difference. Josh currently leads a team of financial advisors who run their practice with the mission of having their clients lead the quality of life they deserve, regardless of times, easy or rough.

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Yun Jia Josh Han, BA, ChFC

Communicating your value to prospects

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Ho Man Chio Stanley

Macau
,
,
China
Total Membership Years:
10
Court of the Table Honors:
Top of Table Honors:

Ho Man Chio joined the financial services profession soon after graduating. He has 15 years of experience in the business, with 10 of those years managing teams. He now oversees six teams and has helped 15 advisors become MDRT members.

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Ho Man Chio Stanley

The habits that lead to becoming an MDRT Life Member

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Almira Kintanar

Quezon City
,
,
Philippines
Total Membership Years:
6
Court of the Table Honors:
0
Top of Table Honors:
0

Almira Elma Kintanar has held senior executive positions at a multinational bank as well as worked at a telecommunications company, filling roles in sales operations, compliance and marketing. She is currently a senior financial advisor at a multinational life insurance company and an MDRT mentor.

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Almira Kintanar

Attract prospects and referrals through strong branding

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Anthony Matthews Jones, BSc (Hons), QFA

Wexford
,
,
Ireland
Total Membership Years:
16
Court of the Table Honors:
15
Top of Table Honors:
11

Anthony Matthews Jones, BSc (Hons), QFA, is a sought-after speaker who has presented at MDRT events as well as other major conferences all over the world. He has found great success utilizing his strategy for handling objections in record time and is eager to share his method with fellow financial advisors.

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Anthony Matthews Jones, BSc (Hons), QFA

MDRT to TOT in 45 minutes

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Masashide Obana

Tokyo
,
,
Japan
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Masashige Obana graduated with a bachelor's degree in economy from the University of Tokyo and has experience in designing IT strategies and investment management systems, mainly for insurance companies. He founded Corporation Hokan in 2017, and some of his initiatives include jointly hosting the InsurTech Startup Meeting at FINOLAB in the financial district of Tokyo and actively promoting the use of technology in the insurance arena.

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Masashide Obana

How will insurance change in a disinterested world?

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Napatcha Pongwattananakitkul, CFP

Bangkok
,
,
Thailand
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Napatcha Pongwattanakitkul เป็นเจ้าของเว็บไซต์วางแผนการเงิน wangpaan.com ซึ่งนำเสนอผลิตภัณฑ์ประกันภัยที่หลากหลาย ไม่ว่าจะเป็นประกันชีวิต สุขภาพ และบำนาญ ตลอดจนผลิตภัณฑ์การลงทุนและบริการวางแผนภาษีอย่างชาญฉลาด Pongwattanakitkul ให้ความสำคัญกับวางแผนการเงินแบบองค์รวมและมีความเชี่ยวชาญด้านการคุ้มครองทรัพย์สิน

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Napatcha Pongwattananakitkul, CFP

Echo Session

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Nanut Sa-Nguanwit

Bangkok
,
,
Thailand
Total Membership Years:
5
Court of the Table Honors:
0
Top of Table Honors:
0

Nanut Sa-Nguanwit ตัวแทนประกันชีวิตที่มีความเชี่ยวชาญกว่า 20 ปี และเธอมีความหลงใหลในการทำงานร่วมกับเพื่อนร่วมงานเพื่อให้ได้มาซึ่งข้อได้เปรียบสูงสุดในการวางแผนทางการเงินให้กับลูกค้า เธอยังคิดว่าการพัฒนาตัวเองอยู่เสมอเป็นสิ่งสำคัญในการพัฒนาไปสู่การเป็นที่ปรึกษาที่ดี ซึ่งจะสามารถนำลูกค้าไปสู่ความมั่นคงทางการเงินได้

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Nanut Sa-Nguanwit

Echo Session

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Jantamas Taikul

Bangkok
,
,
Thailand
Total Membership Years:
13
Court of the Table Honors:
1
Top of Table Honors:
0

Jantamas Taikul มีประสบการณ์มากกว่า 30 ปีในฐานะตัวแทนประกันชีวิตและมากกว่า 10 ปีในฐานะที่ปรึกษาทางการเงินเธอเชื่อการติดตามข่าวล่าสุดอยู่เสมอเป็นสิ่งที่จำเป็นอย่างยิ่งเพื่อเป็นเป็นที่ปรึกษาที่เชื่อถือได้และสามารถปรับปรุงชีวิตของผู้อื่นได้

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Jantamas Taikul

Echo Session

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Jing Zhou

Wuxi
,
,
China
Total Membership Years:
9
Court of the Table Honors:
7
Top of Table Honors:
0

Jing Zhou has eight years of experience in the financial services profession and has been recognized for her sales performance accomplishments as well as her ethical behavior.

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Jing Zhou

Creating long-term relationships with clients

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1 -3 p.m.
Main Platform

Thought leaders and renowned speakers share inspirational stories and industry content covering topics relevant to financial services, sales strategies, business practices and work-life balance.

More Information to come
Note: Schedule is subject to change.

ProgramThe Global Conference offers attendees programming in four different session formats.

Main
Platform
Special
Sessions
Focus
Sessions
Sponsor Sharing
Sessions

On the largest stage at the Global Conference, the Main Platform offers engaging and inspirational content from featured member speakers, industry leaders, the MDRT Foundation and your Executive Committee.

English is the official language of the 2023 MDRT Global Conference. MDRT will provide simultaneous interpretation for Main Platform presentations when at least 50 registered members request a common language.

*These sessions are interpreted in all languages.

Guest Speakers: Thought leaders, inspirational stories and industry content delivered by featured nonmember speakers covering topics relevant to financial services, sales strategies, business practices and work-life balance.

MDRT Speaks: A highlight of the meeting, this fast-paced Tuesday morning session features MDRT members sharing innovative and creative business concepts. Come away with ideas to improve your productivity, client engagement strategies and business practices.

2023 Presidential Address:  Start your day Monday with inspiration and information from 2023 MDRT President, Peggy Tsai, RFP, CCFP

MDRT Foundation: Learn about the 2023 charity partner and the continued impact our MDRT Foundation is making across the globe.

Main Platform Conversations: An in-depth conversation with a featured guest speaker.

These sessions provide special and exclusive content, as add-ons to the Global Conference. Membership qualifications apply for each session and pre-registration is recommended.

First-Time Attendee Session**: Connect with fellow first-time attendees at this exclusive interactive session and learn how to best navigate the meeting. Don’t miss out on this special experience with your colleagues that will celebrate your success, provide encouragement and last well beyond the four days in Singapore.

Court of the Table/Top of the Table**: Enhance your Global Conference experience by joining fellow Court of the Table and Top of the Table members at this exclusive session. (This event is open to 2023 Court of the Table and 2023 Top of the Table members only.)

Court of the Table and Top of the Table Open Forum**: Court of the Table and Top of the Table members will have an opportunity to connect and engage in conversations about subjects that matter to them during this 90-minute session on Wednesday morning. Informal round table discussions will be grouped by language. (This event is open to 2023 Court of the Table and 2023 Top of the Table members only.)

MDRT Global Services**: For MDRT Global Services members only, these four special sessions are targeted specifically for team leaders in the financial services profession. Packed with team management strategies and inspiration, these sessions will help you accelerate your leadership journey and connect with fellow Global Services members. (These sessions are presented in English; no interpretation will be offered.)

** Membership qualifications apply; pre-registration recommended

Designed to spark new ideas and provide solutions to today’s challenges, Focus Sessions do not disappoint! Join member and nonmember industry experts as they share knowledge covering a variety of subject matter, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology and work-life balance.

Join MDRT Sponsor Members sharing knowledge and expertise through their quick hit 20-minute presentations, highlighting their MDRT journeys and experiences.

MDRT Volunteer Experiences

PGA Volunteers

Enhance your meeting experience by becoming a Program General Arrangements (PGA) volunteer. Network and make new friends from around the world while assisting in vital roles to help make the Global Conference a positive experience for fellow attendees. Learn more and sign up for one of seven task forces when you register for the meeting.

PGA Volunteer Kickoff

Volunteers must attend the PGA Kickoff on Saturday, August 26 at 4:30 p.m., so plan to arrive in Singapore in time to hear a special presentation, receive important details regarding your assignment and meet others on your team. All volunteers must be MDRT members. Doors open at 4 p.m.

Registration
Registration and housing for the 2023 MDRT Global Conference will open May 23, 2023. Mark your calendars.

Advance Registration Fee:

May 23, 2023 ( 7 p.m. Central Time) -
July 11, 2023 (6:59 p.m. Central Time)
USD
995
Register Now

General Registration Fee:

July 11, 2023 (7 p.m. Central Time) -
August 15, 2023 (6:59 p.m. Central Time)
USD
1,095
Register Now

On-Site Registration Fee:

On or after August 15, 2023
(7 p.m. Central Time)
USD
1,195
On-site registration is not guaranteed and is based upon availability
Fees subject to change.  All funds must be in U.S. dollars (USD).  Registration will be open until the meeting reaches capacity, at which time registration will close.

Meeting Eligibility

Those eligible to register are 2023 MDRT members, current MDRT Global Services members, MDRT Academy members, mentees and agency managers. Spouses, children, relatives, friends or business associates are not permitted to register or attend any official functions or events.

Become a member now

Mentees

For more details on the

Agency Managers

To enroll in the Agency Manager Program, and email to fully activate your enrollment. If you have an MDRT ID number, please have it available.

MDRT Academy Members

For more details on the .

MDRT Global Services Members

For more details on .

Refunds

Registration cancellation requests must be emailed to MCI at to be eligible for a full refund.
  • Cancellation requests received on or before July 13, 2023: 100% registration fee paid, less a USD 100 administration fee
  • Cancellation requests received July 14 - July 27, 2023: 50% registration fee paid, less a USD 100 administration fee
  • Cancellation requests received on or after July 28, 2023: No refunds
  • Ticketed and prepaid events: No refunds on or after July 27, 2023
MDRT Letter of Invitation to obtain a visa,
Visa Information & Letter of Invitation
If you are traveling from outside Singapore, to learn which travel documents and identification are required.  Singapore Immigration and Checkpoints Authority (ICA) provides important information regarding visa requirements.
Singapore Arrival Card
All arriving travelers that are not residents of Singapore are required to submit their SG Arrival Card before arriving in Singapore.  For more information,
Refunds Due to Visa Denial or Inability to Schedule a Visa Appointment
If your visa request has been denied OR if you are unable to secure the necessary appointment to obtain a visa, you are eligible to receive a full refund for the meeting registration fee if your request is received no later than July 13, 2023.  Any requests for refunds on or after July 14, 2023, will be subject to the cancellation policies and refund amounts outlined in the above Registration section.
All requests must be submitted individually and sent via email to .
Refund requests must include your MDRT ID# and one of the following:
  • The official denial letter from the Singapore consulate; OR
  • A screenshot of the Singapore consulate website showing no visa appointments are available.

Unique Experiences

MDRT Store

Performance. Leadership. Initiative. These are qualities that distinguish MDRT members — and the qualities to which MDRT aspires when we select products to help our members continue to meet the challenges of the value-added marketplace.

The MDRT Store showcases the best educational resources in the industry. Look for signs in the Connexion Zone in Hall B on how to order from the online to find books, meeting exclusives, plaques, apparel and more MDRT-branded items.

The MDRT Store will not process any physical transactions during the Global Conference.

MDRT Foundation

The MDRT Foundation gives to charitable organizations worldwide, demonstrating the generosity, service and impact of MDRT members. Learn more about the .

At the 2023 MDRT Global Conference, the MDRT Foundation will partner with All Hands and Hearts International — an organization that addresses the immediate and long-term needs of communities impacted by natural disasters by engaging and leveraging volunteers from around the world.

Visit the Foundation booth to learn about volunteer opportunities and to make your donation.

Thank you to our 2023 sponsors!

Premier Sponsor
Prestige Sponsor
#MDRTGlobalConference

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