2024  MDRT Global Conference

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000
DAYS to go
August 27–30, 2024
DURATION: 4 DAYS
Dubai, UAE
Dubai World Trade Centre
3,700+ members
35+ countries represented

An oasis of excellence awaits

Elevate your practice, engage with the best in the business and create a lasting community during this transformative experience.

  • Hear from captivating speakers who inspire.
  • Network with like-minded professionals from all over the world to gain fresh perspectives that fuel innovation.
  • Take your skills to the next level as you immerse yourself in sessions designed to empower your personal and professional growth.
  •  Lock in best practices to bring back to your workplace so you and your business thrive.

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

The 2024 MDRT Annual Meeting and its official hotels will be in one of the most beautiful cities in the world — Vancouver. , discover and get a flavor of everything this incredible destination has to offer.

Tiffani Bova

Tiffani Bova is the chief growth evangelist at Salesforce and the author of the Wall Street Journal bestselling book “Growth IQ: Get Smarter About the Choices that Will Make or Break Your Business.” Her thought-provoking insights have made her a frequent guest and contributor for a variety of industry-leading podcasts, live broadcasts and publications. She hosts the podcast “What’s Next! with Tiffani Bova” and has interviewed a growing number of inspirational leaders.

Morris Morrison

Morris Morrison is the owner of Windmill Park Media and a world-class entertainer, professional speaker and author whose journey began in New York City, New York, USA, after being orphaned twice. Morrison strives to help build stronger, smarter and kinder human beings, and his powerful message is clear: to bring people, family and teams closer through personal ownership, service and generosity.

Jensen Siaw

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.

Sebastian Terry

Sebastian Terry is a changemaker, bestselling author and thought leader who uses his one-of-a-kind story and custom models to create a positive ripple for peak performance, well-being and a thriving workplace culture. Through collaboration with many of the world’s largest organizations, such as Google, Berkshire Hathaway, Bank of America and McKesson, the teams Sebastian worked with have leveraged the passion effect as the driving force for becoming the best versions of themselves in and out of the workplace.

Crystal Washington

Crystal Washington, CSP, is an author, sought-after speaker, technology strategist and certified futurist who helps organizations leverage technology to increase profits and productivity. As one of 50 leading female futurists named in Forbes, Washington makes complex social media, app and web topics easy to understand for everyday people. Her portfolio of clients includes Google, Microsoft and General Electric.

2024 Annual Meeting travel applications for Vancouver may take up to six months.
Please start your visa, electronic travel authorization (eTA) and passport applications today.

Get information

Schedule

Monday, August 26

11 a.m. – 5 p.m.
Registration and ConneXion Zone Open

Registration, MDRT Foundation Booth, Networking and Entertainment

2 – 3:30 p.m.
PGA Volunteer Kickoff and Breakout Sessions
Note:  Schedule is subject to change.

TUESDAY, AUGUST 27

11 a.m. – 5 p.m.
Registration and ConneXion Zone Open

Registration, MDRT Foundation Booth, Networking and Entertainment

3:30 – 4:30 p.m.
First-Time Attendee Session
6 – 7:30 p.m.
Main Platform

Andrew B. Mortenson, FICS, ChFC, Izumi Osada, XiangJing Zhu

Panel discussion: Techniques for achieving and enjoying more with the MDRT Whole Person concept

Freddie Ravel

Life in tune: Passion, purpose and prosperity through the music you love

Morris Morrison

Dubai magic carpet ride: Your journey to becoming the global gold standard

Note:  Schedule is subject to change.

WEDNESDAY, AUGUST 28

8 a.m. – 5 p.m.
Registration Open
9 – 11 a.m.
Main Platform

Yuk Wing Ng, Paresh B. Shah, CFP

Panel discussion: Minor adjustments that lead to big results

Andrew C. Lord, CLU, ChFC

MDRT Foundation

Gregory B. Gagne, ChFC

Presidential Address

France Zaguirre

Pocket concept retirement planning

Bharat Vadilal Parekh

Achieve multiple MDRTs annually with these 4 E’s

Tina Varughese

The power of authenticity: How to build trust and create connection

Sebastian Terry

Unlock limitless possibility: How a holistic bucket list maximizes human performance

11 a.m. – 5 p.m.
ConneXion Zone Open

MDRT Foundation Booth, Networking and Entertainment

11:30 a.m. – 1 p.m.
Court of the Table and Top of the Table Program and Lunch

(Ticketed event at time of registration. Exclusively for 2024 Court of the Table and 2024 Top of the Table members.)

1:30 – 2:30 p.m.
Focus Sessions

Shirley Lim-Yam ChFC, CLU

Mastering emotional intelligence while communicating with HNW clients

Kavita Bothra

Turning rough roads into smooth sailing while prospecting

Dorice Horenstein CPQC, ICF

Train your brain to improve your mental fitness

Wong Wing Suet Rachael, CFP

How to achieve a 90% closing ratio

Mariana Sofia CFP, MCom (IS)

Power questions in objection handling

1:30 – 2:30 p.m.
MDRT Center for Field Leadership Session

(Exclusively for MDRT Center for Field Leadership members. Session presented in English only; no interpretation will be offered.)

Augustine Seah Boon Kheong, BSc; Jaslyn Ng, CLU, ChFC/S; Candice Ong; Jaden Wang

Use social media to attract new advisors

Jaden Wang

Use social media to attract new advisors

Candice Ong

Use social media to attract new advisors

Jaslyn Ng CLU, ChFC/S

Use social media to attract new advisors

Augustine Seah Boon Kheong, BSc

Use social media to attract new advisors

3 – 4 p.m.
Focus Sessions

I-Chen Lee, CFP

How to become the Shohei Ohtani of advisors

Trent Ng Ek Siong

Achieve consistent MDRT milestones today and into the future

Lam Pui Ka

Creating an impactful conversation with prospects through the R.A.I.S.E. concept

Cheng On Tik Anita

Use the repetition effect to increase referrals and production

Kennedy Sumarlie, CFP

Turning cold leads into hot prospects

3 – 4 p.m.
MDRT Center for Field Leadership Session

(Exclusively for MDRT Center for Field Leadership members. Session presented in English only; no interpretation will be offered.)

Jason C. Staas, MS

Gamifying agency dynamics to bridge generational gaps and drive business growth

4 – 5 p.m.
Focus Sessions

Rui Yan

Key behaviors to improve both yourself and your staff

Lam Wing Sze

Differentiating yourself as you build your clientele and professional network

Po Shin Tsai

Start with an inner desire to create value

Glen Alexander Winata

Mindful branding through social media

Joy Agatha, CIEM

Practical methods to foster confidence and success

4 – 5:30 p.m.
MDRT Center for Field Leadership Reception and Awards Ceremony

(Exclusively for MDRT Center for Field Leadership members.)

Note:  Schedule is subject to change.

THURSDAY, AUGUST 29

8 a.m. – 5 p.m.
Registration Open
9 – 11 a.m.
Main Platform

Carol Kheng, ChFC

Incoming Presidential Address

Shuk Ping Joyce Wu, BA (Hons), FChFP

Developing personalized, repeatable systems for continued success

Glen Alexander Winata

Client-driven referrals: How social media makes them chase you

Crystal Washington

Driving reputation and referrals: Personal branding in a digital world

Jensen Siaw

Coaching clients through their objections

Leon Logothetis

The power of human connection

Gilbert Enoka

3 ways to perform powerfully in high-pressure situations

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

MDRT Foundation Booth, Networking and Entertainment

1:30 – 2:30 p.m.
Focus Sessions

Chun Ling Tung

Rising from rock bottom to achieve 10x growth

Lim Meow Lih

The 5 key steps to selling high-value insurance policies

Chun Yueh Nadia Chen, RFC

Preserve and pass on family wealth

Garima Katiyar

It’s time to improve your time management

Hong Tsz Ni

Going from sour to sweet during the move from artist to advisor

1:30 – 2:30 p.m.
MDRT Center for Field Leadership Session

(Exclusively for MDRT Center for Field Leadership members. Session presented in English only; no interpretation will be offered.)

Chia Po Alvin Lau, BCom (Hons)

Mastering situational leadership for all circumstances

3 – 4 p.m.
Focus Sessions

Andrew B. Mortenson, FICS, ChFC

Top of the Table results using the generous retirement process

ChenYu Chen

Mastering the steps to motivate clients toward referrals

Chin Soon Gan

Putting the wow into retirement planning

Wong Chi Sum

Structure your language to effectively enhance your clients' buying potential

Wong Tung Lui Dony

From rejection to transaction

3– 4 p.m.
MDRT Center for Field Leadership Session

(Exclusively for MDRT Center for Field Leadership members. Session presented in English only; no interpretation will be offered.)

Jonash Chua Go, MBA

The multiplier effect in agency building

4:30 – 5 :30p.m.
Focus Sessions

JianHua Liu, CIAM

Time management strategies to make it simple

Feng Lu

Questions that can motivate clients to plan for long-term needs with insurance

Jaslyn Ng CLU, ChFC/S

Stay top of mind for clients while online and offline

Henry Sei Yan Wong, RFC

The 4ME concept for connecting with clients and motivating them to take action

Ka In Lei

How to accumulate and serve 1,000 clients

Note:  Schedule is subject to change.

FRIDAY, AUGUST 30

7:30 – 8:30 a.m.
Court of the Table and Top of the Table Open Forum

(Ticketed event at time of registration. Exclusively for 2024 Court of the Table and 2024 Top of the Table members.)

8 a.m. – 10 a.m.
Registration Open
9 – 11 a.m.
Main Platform

Aurora L. Tancock, CFP, FLMI

Nominee Acceptance Speech

Zinc Goh

A.B.C.D.E. your way to referrals

Mariana Sofia CFP, MCom (IS)

Power questions in objection handling

Lim Meow Lih

Let clients design their own policy

Heidi Dening

Future-proof your career: The role of professional resilience in shaping success

Clint Pulver

How great leaders create organizations their people never want to leave

Shawn Kanungo

How advisors can be superhuman in the AI era

Tiffani Bova

Growing through excellence: The future of your business and your relationships

Note:  Schedule is subject to change.

Program

The Global Conference offers attendees programming in two different session formats.

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

*These sessions are interpreted in all languages.

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

Executive Committee Addresses: Hear from your MDRT Executive Committee, including the 2024 Presidential Address.

MDRT Foundation: Learn about the continued impact our MDRT Foundation is making across the globe.

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 valuable session and learn how to best navigate the meeting. Don’t miss out on this special experience with your peers that will celebrate your success, provide inspiration and offer camaraderie that will last well beyond the four days in Dubai. This session is geared for first-time attendees, but all are welcome.

Court of the Table and Top of the Table Lunch Session**: Enhance your Global Conference experience by joining fellow Court of the Table and Top of the Table members at this exclusive Wednesday lunch session. (This event is open to 2024 Court of the Table and 2024 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 60-minute session on Friday morning. Informal round table discussions will be grouped by language. (This event is open to 2024 Court of the Table and 2024 Top of the Table members only.)

MDRT Center for Field Leadership Sessions**: For MDRT Center for Field Leadership members only, these four special sessions are targeted specifically for field and home office leaders in financial services. Packed with team management strategies and aligned with the MDRT Culture of Excellence Awards, these sessions will help you accelerate your leadership journey and connect with fellow MDRT Center 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 and technology.

Join MDRT sponsor members as they share knowledge and expertise through quick-hit 20-minute presentations, highlighting their MDRT journeys and experiences.

Registration

Registration and housing for the 2023 MDRT Annual Meeting will open March 21, 2023. Mark your calendars.
Recommended

Advance Registration Fee

May 21, 2024 ( 7 p.m. Central Time) –
June 25, 2024 (6:59 p.m. Central Time)
USD
995
  • Admittance to all sessions
  • Optional EDGE Peer Group Discussions matching for members who opt in
  • Lunches, Meal Breaks and Welcome Reception

General Registration Fee

June 25, 2024 (7 p.m. Central Time) –
July 30, 2024 (6:59 p.m. Central Time)
USD
1,095
Register now
  • Admittance to all sessions
  • Optional EDGE Peer Group discussions matching members who opt in
  • Lunch, Meal Breaks and Welcome Reception

On-Site Registration Fee

July 30, 2024 (7 p.m. Central Time) -
August 12, 2024 (11:59 p.m. Central Time)
USD
1,195
Starting Tuesday, August 13, online registration will be closed. We will begin accepting in-person registrations onsite starting Monday, August 26.
  • Admittance to all sessions
  • Optional EDGE Peer Group discussions matching members who opt in
  • Lunch, Meal Breaks and Welcome Reception
Fees subject to change. All funds must be in U.S. dollars (USD).

Meeting Eligibility

Those eligible to register are 2024 MDRT members, 2024 MDRT Center for Field Leadership members, 2024 MDRT Agency Manager Program members, 2024 MDRT Academy members and 2024 MDRT Mentoring Program mentees. Spouses, children, relatives, friends or business associates are not permitted to register or attend any official functions or events.

Become an MDRT member now

Mentees

Visit the MDRT for more details about how to become a mentor or mentee.

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 about this association for advisors striving to reach MDRT, visit

MDRT Center for Field Leadership

For more information on this association for field and home office leaders, visit

Refunds

Registration cancellation requests must be emailed to MCI at to be eligible for a full refund.

  • Cancellation requests received on or before July 11, 2024: 100% registration fee paid, less a USD 100 administration fee
  • Cancellation requests received July 12 – July 25, 2024: 50% registration fee paid, less a USD 100 administration fee
  • Cancellation requests received on or after July 26, 2024: No refunds
  • Ticketed and prepaid events: No refunds on or after July 26, 2024

VOLUNTEER OPPORTUNITIES

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 Monday, August 26, at 2 p.m., so plan to arrive in Dubai 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 1:30 p.m.

Access MDRT

MDRT Member Benefits Hub

Visit the MDRT Member Benefits Hub to learn about everything MDRT has to offer. Get a tutorial of the MDRT App, discover valuable content on , and learn about MDRT’s Mentoring Program, the MDRT Academy and MDRT Center for Field Leadership.

MDRT Foundation

The MDRT Foundation gives to charitable organizations worldwide, demonstrating the generosity, service and impact of MDRT members. Learn more about how you can get involved with the .

MDRT Store

Performance. Leadership. Initiative. These are qualities that distinguish MDRT members. Showcase your MDRT pride by visiting the site of our entire e-commerce catalog to find plaques, jewelry and more MDRT-branded items. Look for signs in the ConneXion Zone in Exhibition Halls 3-4 on how to order from the online. The MDRT Store will not process any physical transactions during the Global Conference.

Thank you to our 2024 Sponsors!

Premier Sponsor
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