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所列的传译语言场次分配都为暂定。2026 年百万圆桌全球会议的官方语言是英语。百万圆桌提供主场会议的同声传译，并为指定焦点会议提供最多 12 种语言的传译服务（当至少 50 名注册与会者要求用同一种语言时）。  您必须在注册时提出同声传译的要求。提交同声传译申请的截止日期是 2026 年 6 月 28 日。

Rong Yi

Tianjin
,
,
China
入会总年份：
6
内阁会员荣誉：
4
顶尖会员荣誉：
1

Rong Yi is an HWP at the Tianjin Branch of Taikang Life Insurance, with nine years of industry experience. She specializes in cross-border wealth structuring, personalized risk management solutions and building systematic client engagement pathways. She holds a bachelor’s degree, and her awards include recognition as one of China's Top 10 Insurance Stars by the Insurance Association of China as well as the Lifetime Membership in the CMF International Star Award and the IDA Outstanding Business Platinum Award.

Rong Yi，泰康人寿天津分公司HWP，从业9年，擅长跨境财富结构搭建、个性化风险管理方案设计、系统性客户经营路径。曾荣获中国保险行业协会全国十大保险明星、CMF国际星奖终身会员、IDA杰出业务白金奖等奖项。本科学历。

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The ultimate purpose of client service: Becoming a life guardian

客户服务的终极价值——生命守护者

Rong Yi
会议类型：
焦点会议
演讲语言：
普通话
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
16:30
Yi
Practice management
August 25, 2026
演讲语言:
普通话
No items found.

Evolving from insurance salesperson to true life guardian demands three core competencies: the foresight to identify risk before it strikes, the skill to tailor solutions based on each client's unique circumstances, and the ability to lead meaningful conversations at every stage of the client journey. Yi offers a practical road map for proactively meeting client needs and stepping into the role of a trusted life guardian.

从保单销售进阶至生命守护，需要三大能力：风险预判、关键对话控制与闭环服务设计，与会者将学会主动解决客户医疗资源瓶颈与理赔风险，成为生命的守护者。

Jason Strongerhead Tan

Singapore
,
,
Singapore
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Jason Strongerhead Tan is global brands marketer at Jensen Siaw International and, without any formal marketing qualifications, has established professional relationships with top advertising agencies using unconventional strategies to craft campaigns for global brands like Nike, Heineken and Guinness. His high-impact approaches, which have been recognized with 15 industry awards, have formed Strongerhead Blueprint, a strategic framework designed to create mental systems that produce sustainable wins. He holds an MBA, has received seven Teaching Excellence Awards and delivers keynotes for major financial organizations.

Jason Strongerhead Tan 是 Jensen Siaw International (JSI) 的全球品牌营销专家，在没有任何正规市场营销资质的情况下，他凭借非传统策略成功打入顶级广告公司，为耐克、喜力、健力士等全球品牌策划营销活动。他的高影响力方法已荣获 15 项行业大奖，并由此形成了“Strongerhead 蓝图”，该蓝图旨在构建思维系统，实现可持续胜利。他拥有工商管理硕士学位，曾七次获得卓越教学奖，并为多家主要金融机构发表主题演讲。

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The blueprint to conquer goliaths from small beginnings

从小处着手，征服巨人的蓝图

Jason Strongerhead Tan
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
16:30
Tan
Whole Person
August 25, 2026
演讲语言:
英语
No items found.

Do you want to elevate your strategy, creativity and measurable growth, even on a small budget? Tan explains his blueprint for beating bigger competitors, including real case studies like breaking into top ad agencies without a portfolio, winning market share for challenger beverage brands and scaling an insurance agency into one of Singapore’s fastest-growing teams.

您是否渴望获得战略、创意和可量化增长，即使预算有限？Tan 将解释如何在没有任何作品的情况下打入顶级广告公司、如何为挑战者饮料品牌赢得市场份额，以及如何将一家保险代理机构打造成新加坡增长最快的团队之一。

Yu-Shiuan Chen

Kaohsiung City
,
,
China
入会总年份：
6
内阁会员荣誉：
9
顶尖会员荣誉：
6

Yu-Shiuan Chen serves as senior vice president of marketing at Golden Insurance Brokers, bringing 18 years of expertise and specializing in legacy planning and tax strategy. A recipient of the International Dragon Award, she was recognized as the National Best Professional Consultant by Insurance Faith, Hope and Love Awards in 2023. Chen holds a degree in financial law from the School of Law at National Taiwan University.

Yu-Shiuan Chen，现任公胜保经资深行销副总，从业18年，擅长传承规划及税务相关领域。MDRD以及IDA龙奖终身会员，2023年荣获保险信望爱全国最佳专业顾问。毕业于台大法律系财经法学组。

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Top producers' referral equation

超业顶尖会员的口碑方程式

Yu-Shiuan Chen
会议类型：
焦点会议
演讲语言：
普通话
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
16:30
Chen
Marketing
August 25, 2026
演讲语言:
普通话
No items found.

Sustainable growth begins with trust. Chen shares a proven framework for building a trust-centered referral system that converts one-time transactions into lasting advisory relationships and turns client satisfaction into a powerful engine for personal reputation.

信任是持续成长的核心竞争力。本演讲将分享如何建立“以信任为核心”的转介绍系统，将一次性销售转化为长期顾问关系，打造个人口碑。

Yu Ying Chen

Taipei, Zhubei City
,
,
Taiwan Area
入会总年份：
4
内阁会员荣誉：
0
顶尖会员荣誉：
0

Yu Ying Chen is a business manager at Fubon Life Insurance with nine years of experience in the financial services profession. Her expertise spans financial and coverage planning, asset allocation and wealth transfer, tax optimization, and team leadership and talent development. Chen is a multiple recipient of the IDA International Dragon Award and other awards. She holds a degree in business administration and finance from the National Taiwan University of Science and Technology.

陈宥萦是富邦人寿业务经理，深耕金融保险领域九年。专精于财务与保额规划、资产配置与传承、税务权益及团队领导与人才培养，曾多次荣获 IDA 国际龙奖等奖项。毕业于国立台湾科技大学企业管理与财务金融系。

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The Whole Person model: Thriving without burning out

打造“不消耗自己”的全人模式

Yu Ying Chen
会议类型：
焦点会议
演讲语言：
普通话
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
15:00
Chen
Whole Person
August 25, 2026
演讲语言:
普通话
No items found.

How do you build a life where work, family, purpose and self don't compete but coexist? Chen explores how clarity, structure and self-awareness can help integrate every dimension of your life. Drawing from her own transformative journey, she shares how she stopped running on empty and learned to become a source of light for everyone around her.

本演讲将分享如何通过效能、结构与觉察，有效整合工作、家庭、理想与自我，并以真实的成长经验分享如何不再透支生命，成为照亮身边人的一束光。

Nitin Dnyaneshwar Takalkar

Mumbai
,
,
India
入会总年份：
8
内阁会员荣誉：
5
顶尖会员荣誉：
2

Nitin Dnyaneshwar Takalkar is an accomplished insurance and financial advisor at Tata AIA Life Insurance and founder of Jaihind Agency since 2005. With over 25 years in the financial services profession, he specializes in life, health, property and business insurance as well as retirement and investment planning. Takalkar combines deep expertise with a commitment to simplifying financial security for individuals and businesses.

Nitin Dnyaneshwar Takalkar 是一位卓越的保险与理财顾问，自 2005 年起服务于 Tata AIA 人寿保险并创立 Jaihind Agency。在金融服务行业拥有超过 25 年经验，专长于人寿、健康、财产与商业保险，以及退休与投资规划。Takalkar 将深厚的专业知识与致力于为个人和企业简化财务保障的承诺相结合。

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Go digital, build trust, sell smarter

数字化展业，建立信任，智慧成交

Nitin Dnyaneshwar Takalkar
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
15:00
Takalkar
Marketing
August 25, 2026
演讲语言:
英语
No items found.

Do you know how to use digital marketing to attract, educate and convert clients with confidence? Takalkar explains how to build a simple digital funnel, position term insurance as the perfect modern-day solution and create content that builds lasting trust.

您知道如何运用数字营销自信地吸引、教育并转化客户吗？Takalkar 将解释简洁的数字漏斗，将定期寿险定位为完美的现代解决方案，并创作能够建立持久信任的内容。

Charlie Reading

Oakham
,
Rutland
,
United Kingdom
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Charlie Reading is a serial entrepreneur, acclaimed speaker and four-time author who is passionate about helping others achieve growth, balance and fulfillment. Founder of Efficient Portfolio Wealth Management and The Trusted Team, Reading empowers business owners to work smarter, grow faster and enjoy life more. As host of the Business of Endurance podcast and an Ironman World Championship competitor, he draws lessons from endurance sports to inspire success. His books showcase his strategic insights and commitment to lasting impact.

Charlie Reading 曾多次创业，为知名演说家并著有四部著作，致力于帮助别人不断成长，平衡工作与生活，享受成功人生。Reading 是 Efficient Portfolio Wealth Management 和 The Trusted Team 的创始人，帮助企业主更聪明地工作、快速成长、享受生活。他还是 Business of Endurance 播客主持人并参加过铁人世界锦标赛，利用自己从耐力运动中收获的宝贵经验，激励他人取得成功。他在多部著作中分享了自己的真知灼见。

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Time freedom mastery: Automating, delegating and thriving in the age of AI

掌控时间自由：AI 赋能自动化，下放任务，收获成功

Charlie Reading
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
15:00
Reading
Practice management
August 25, 2026
演讲语言:
英语
No items found.

Drawing on two decades in financial advice, including building and selling one of the United Kingdom’s top IFA firms — while delivering 50% year-on-year growth and taking three months off each year — Reading shares a proven framework to reclaim your time and redesign how you work. Learn how to use AI and smart systems to delegate efficiently, eliminate distractions, and focus on what truly drives client value and business growth, so you can achieve more with less stress and finally enjoy the freedom you built your career for.

Reading 拥有 20 年的理财顾问经验，包括建立并成功出售了一家英国顶级理财顾问公司，并在每年休息三个月的情况下实现了每年 50% 的业务增长。他在这个演讲中分享了一个实用框架，可以帮助您重新掌握时间，改进工作方式。了解如何使用 AI 和智能系统来有效地下放任务，消除分心，专注于真正有价值的工作，推动业务增长，轻松实现更多目标，最终获得时间自由。

Amanda Cassar, MFP, AFP

Burleigh Town
,
QLD
,
Australia
入会总年份：
14
内阁会员荣誉：
11
顶尖会员荣誉：
6

Amanda Cassar, MFP, AFP, is a business owner, financial advisor, author, speaker, blogger and a passionate philanthropist who has observed hearts and minds being opened and watched people be empowered to step into their own leadership journeys. With more than 30 years of experience in the financial services profession, Cassar’s special accreditations include aged care, estate planning and self-managed superannuation funds. Passionate about coaching, philanthropy and balance, she mentors advisors globally while championing financial literacy and ethical leadership — proving that success, service and serenity can thrive together .

Amanda Cassar，MFP、AFP 是一名企业主、理财顾问、作家、演讲者、博主和充满激情的慈善家。她曾经见证心灵和思维被打开的时刻，看到了人们如何获得力量，踏入自己的领导力之旅。Cassar 从事金融服务业已超过 30 年，擅长领域包括长者护理、遗产规划及自我管理退休金基金。她热衷于指导艺术和慈善事业，追求工作与生活的平衡，为全球理财顾问提供指导，同时倡导金融素养和道德领导力，证明成功、服务和生活可以完美平衡。

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Coaching your way to balance, team harmony and joy

指导艺术——平衡生活与工作、打造和谐团队、享受快乐生活

Amanda Cassar, MFP, AFP
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
15:00
Cassar
Whole Person
August 25, 2026
演讲语言:
英语
No items found.

Cassar explains how coaching transformed her professional and personal life — from building a thriving multigenerational advice business to reclaiming Fridays with her grandchildren. She shares actionable frameworks for goal setting, communication and boundary management that cultivate harmony, productivity and fulfillment — proving that success and serenity can coexist.

Cassar 揭示了她如何运用指导技巧改变自己的事业和生活——从建立一家成功的家族顾问公司，到每周五都能享受天伦之乐。她将分享设定目标、沟通和边界管理的实用方法，平衡工作和生活，提升业绩，获得满满的成就感。事实证明，事业与生活可以兼顾。

Corey Williams

Christchurch
,
,
New Zealand
入会总年份：
14
内阁会员荣誉：
13
顶尖会员荣誉：
12

Corey Williams is a partner at SwainWoodham Group, where he specializes in employee benefits and champions the philosophy of prevention over cure. With more than 30 years’ experience across banking, sales and marketing in New Zealand and the United Kingdom, Williams brings a global perspective to his work. A former sports manager, he has worked internationally with Olympic medalists and world champions.

Corey Williams 作为 SwainWoodham Group 的合伙人，他专注于保障员工福利，并主张预防胜于治疗。Williams 在新西兰和英国拥有超过 30 年的银行、销售和营销经验，为他提供了全球视角。此外，他曾经是一名体育经理，与众多奥运会奖牌获得者和世界冠军有过合作。

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The 3 P's (plan, prepare, process)

3P 法（计划、准备、恪守程序）

Corey Williams
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
13:30
Williams
Whole Person
August 25, 2026
演讲语言:
英语
No items found.

Drawing insights from elite sport, leadership and MDRT mentors, Williams demonstrates how challenges become catalysts for confidence and capability when we choose the harder path. Learn how to apply the three P’s framework to reach your next goal, whether achieving Court of the Table or Top of the Table, improving health or pursuing creative ambitions.

借鉴精英体育、领导力和百万圆桌导师的真知灼见，Williams 介绍当我们选择更艰难的道路时，挑战如何激发我们的信心和能力。了解如何运用 3P 法取得更大成功，例如达成内阁会员或顶尖会员，改善健康，或实现更大抱负。

Putri Mahirah Munatul Maknun Ahmad Mizanudin

KUALA LUMPUR
,
,
Malaysia
入会总年份：
7
内阁会员荣誉：
1
顶尖会员荣誉：
0

Putri Mahirah Munatul Maknun Ahmad Mizanudin is an advisor with AIA Malaysia, serving since 2018. She turned the pain of losing a loved one into conviction and purpose to educate others on financial protection and legacy planning. Formerly a broadcast journalist and TV anchor, her exposure to real stories from all walks of life honed her empathy and communication finesse. She grew organically from client to national speaker, championing financial literacy and women empowerment, and actively contributes through MDRT Day, MDRT Gives Day Malaysia (2022–2025) and as part of MDRT MCC Malaysia (2024–2025).

Putri Mahirah Munatul Maknun Ahmad Mizanudin 自 2018 年起担任马来西亚友邦保险顾问。她将失去至亲的切肤之痛升华为坚定的信念和使命，致力于向大众普及财务保障和遗产规划知识。她曾是广播记者和电视主播，接触过各行各业的真实人生故事，这段经历锤炼了她的同理心和沟通能力。她从一名客户成长为全国性演讲者，倡导金融知识普及和女性赋能，并通过参与百万圆桌日、马来西亚百万圆桌捐赠日 (2022–2025) 以及担任 (2024–2025) 马来西亚百万圆桌 MCC 成员等方式积极贡献力量。

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Real talk, real results: The art of honest conversations that solve

真诚对话，切实成果：解决难题的坦诚沟通艺术

Putri Mahirah Munatul Maknun Ahmad Mizanudin
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
13:30
Ahmad Mizanudin
Advising Clients
August 25, 2026
演讲语言:
英语
No items found.

Do you want to ask better questions, uncover deeper client motives, and design solutions that reflect clients’ financial goals and emotional realities? Ahmad Mizanudin shares proven ways to turn suspense into trust and build long-term partnerships.

您是否渴望提出更精准的问题，深入挖掘客户动机，并设计出既契合财务目标又照顾情感现实的解决方案？Ahmad Mizanudin 将分享将焦虑转变为信任构建长期合作伙伴关系的实用方法。

Tsz Ho William Won

Kowloon
,
,
Hong Kong
入会总年份：
12
内阁会员荣誉：
7
顶尖会员荣誉：
6

Tze Ho William Won joined Prudential Insurance in 2011. Beginning his career in the competitive Hong Kong cold-call market, he has since expanded his practice across Greater China, serving more than 800 families from the Chinese mainland. Won is known for his ability to deliver sharp and personalized analysis — crafting bespoke wealth preservation and legacy strategies that empower clients to achieve their long-term financial goals.

Won Tsz Ho William 于 2011 年加入保诚保险。从香港陌生市场起家，至深耕大中华市场，服务超过 800 多个内地家庭。擅长为客户进行精准分析，并量身定制财富保全与传承方案，协助客户实现长远财富目标。

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The invisible will: Writing a warm future for your clients' wealth

看不见的遗嘱：如何为客户财富撰写一个温暖的未来

Tsz Ho William Won
会议类型：
焦点会议
演讲语言：
粤语
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
13:30
Won
Advising Clients
August 25, 2026
演讲语言:
粤语
No items found.

Won unveils how the "Iron Triangle" framework transforms a traditional will into a living life covenant. By illuminating the essential tools of legacy planning, he charts a wealth blueprint that stands the test of time.

本次演讲揭示“铁三角”架构如何将遗嘱转化为温暖的生命契约，阐明传承规划的核心工具，为客户绘制跨越时间的财富蓝图。

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