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所列的傳譯語言場次分配俱為暫定。  2023 年全球會議的官方語言是英文。百萬圓桌將為主場會議演講和特定焦點會議提供同聲傳譯服務（當至少 50 名註冊會員要求用同一種語言進行傳譯時）。有關傳譯場次選項的最終決定將於 7 月 11 日後公佈。

Kaka Lam

,
,
Malaysia
入會總年份：
8
內閣會員榮譽：
6
頂尖會員榮譽：
3

Pui Ka Lam 投身金融服務行業已逾 10 載，擅長向高淨值客戶提供策略型保險解決方案，從而保障他們的未來，以及保護他們的資產、傳承與成功。Lam 曾在多個金融服務會議上演講，包括百萬圓桌活動，現為活躍的百萬圓桌會員。

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Kaka Lam has been in the financial services profession for 10 years, specializing in delivering strategic insurance solutions to HNW clients to secure their futures and protect their assets, legacies and success. Lam has spoken at numerous financial services conferences, including at MDRT events, and is an active MDRT member.

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高淨值人士藍圖：言談中自帶力量與使命

The HNW blueprint: Speak with power and purpose

Kaka Lam
會議類型：
贊助商分享會議
演講語言：
英文
會議日期：
2025 年 8 月 26 日（星期二）
開始時間：
12:00 pm
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Lam
演講語言：
英文
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您知道如何與高淨值客戶成功互動嗎？Lam 將分享她的 4P 框架，助您在這些目標對象心目中建立可信資源的定位，並善用策略來構築有意義的關係，從而推高業績。

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Do you know how to successfully engage with high-net-worth (HNW) clients? Lam shares her 4-P framework to position yourself as a trusted resource for these in-demand individuals and leverage strategies to build meaningful relationships that drive high productivity.

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Jinlin Ren, ChFC, CLU

,
,
Singapore
入會總年份：
13
內閣會員榮譽：
1
頂尖會員榮譽：

Jinlin Ren, ChFC, CLU, is a distinguished financial advisor who specializes in legacy planning, international wealth structuring and generational impact. Tailoring complex financial solutions into personalized strategies for her clients, Ren believes that happiness is a way of life sustained through careful financial planning, underscoring the crucial role of financial advisors.

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The MAGNET: Attracting the modern millionaire

Jinlin Ren, ChFC, CLU
會議類型：
贊助商分享會議
演講語言：
英文
會議日期：
2025 年 8 月 25 日（星期一）
開始時間：
12:00 pm
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Ren
演講語言：
英文
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Ren says a new wave of millionaires is rising from the Web3 and tech world — and they are fast-moving, independent and skeptical of traditional finance. Learn a simple framework to connect with next-gen clients, build trust quickly, and position yourself as the bridge between their world and long-term financial security.

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Jadea Ezra Manalo Capucion

,
,
Philippines
入會總年份：
2
內閣會員榮譽：
頂尖會員榮譽：

Jadea Ezra Manalo Capucion，JD 曾在公司帶領業績稱冠的代理人團隊達九年之久。她在 2024 年和 2025 年先後榮獲代理人團隊領導力獎項，熱衷於協助團隊中的高業績代理人入圍百萬圓桌。

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Jadea Ezra Manalo Capucion, JD, has led a top-producing agency in her company for nine years. She received agency leadership awards in 2024 and 2025 and enjoys helping advisors within her high-performing agency achieve MDRT.

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編寫您的成功之路

Scripting your way to success

Jadea Ezra Manalo Capucion
會議類型：
贊助商分享會議
演講語言：
英文
會議日期：
2025 年 8 月 25 日（星期一）
開始時間：
11:30 am
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Capucion
演講語言：
英文
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Capucion 認為，有效的腳本能消除恐懼與不作為，協助您做好準備、現身人前、妥善處理異議。學會如何建立「腳本銀行」以發揮最大的時間管理效益，並制定以終為始的流程。

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Effective scripts, Capucion says, eliminate fear and inaction while helping you prepare, present and handle objections. Learn how to build a “script bank” to maximize your time management and create a process that begins with the end in mind.

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Claudia Wei Peng Ong, AEPP, AFP

,
,
Singapore
入會總年份：
5
內閣會員榮譽：
3
頂尖會員榮譽：

Claudia Wei Peng Ong，AEPP、AFP 從事人壽保險業已逾 27 個年頭。她非常重視全人理念，致力追求自我、家庭與社群之間的平衡，並視之為她在事業與個人成功路上的基石。

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Claudia Wei Peng Ong, AEPP, AFP, has more than 27 years of experience in the life insurance profession. She values the Whole Person concept — a balance of self, family and community — and considers it the foundation for her professional and personal success.

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但願我一早知道

I wish I knew this earlier

Claudia Wei Peng Ong, AEPP, AFP
會議類型：
贊助商分享會議
演講語言：
英文
會議日期：
2025 年 8 月 26 日（星期二）
開始時間：
11:30 am
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Ong
演講語言：
英文
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如果您追求的是合一而非均衡，並發現可持續成功與成就感的真諦，那會如何？Ong 將分享令人轉換視角的心得體會，並闡述您如何在自己的人生中加以應用。

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What if you pursued integration instead of balance and discovered the true keys to sustainable success and fulfillment? Ong shares perspective-shifting lessons and how you can apply them in your own life.

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Natthaphon Rungkiattiwong

,
,
Thailand
入會總年份：
9 years
內閣會員榮譽：
6
頂尖會員榮譽：
4

Natthaphon Rungkiattiwong 是 Money Plus 1 的高級地區經理，也是 Money Plus 辦公室的創辦人。於 20 歲時入行的 Rungkiattiwong，憑藉在全國乃至國際上的成就而備受讚譽。如今他仍致力啟發新一代的理財顧問。

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Natthaphon Rungkiattiwong is the senior district manager of Money Plus 1 and founder of the Money Plus office. Starting his career at age 20, Rungkiattiwong is recognized for both his national and international achievements. He continues to inspire a new generation of financial advisors.

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從內心建立成功：正向思維、美好人生與優秀團隊的力量

Building success from within: The power of positive thinking, a good life and a great team

Natthaphon Rungkiattiwong
會議類型：
贊助商分享會議
演講語言：
泰文
會議日期：
2025 年 8 月 26 日（星期二）
開始時間：
12:30 pm
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Rungkiattiwong
演講語言：
泰文
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根據 Rungkiattiwong 的說法，真正的成功源自正向思維的力量，且需要置身於正確同伴的簇擁中。瞭解內在價值和支持您的團隊如何締造成長，同時創造滿載成就感和感恩之心的充實人生。

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True success begins with the power of positive thinking and surrounding yourself with the right people, says Rungkiattiwong. Learn how inner values and a supportive team create not just growth but a meaningful life of fulfillment and gratitude.

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Derek Lee Wai Yuen

,
,
Hong Kong
入會總年份：
34
內閣會員榮譽：
4
頂尖會員榮譽：

Derek Lee Wai Yuen 在人壽保險業擁有超過 36 年的資歷。憑藉自己的實情調查系統，他矢志成為家庭與企業客戶的頂尖顧問，並積極爭取轉介紹。他目前服務超過 1,000 名客戶，並透過持續達成每月目標來促進成長，為服務三個世代的客戶創造機遇。

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Derek Lee Wai Yuen has more than 36 years of experience in the life insurance industry. Through his fact-finding system, he aims to become a premier advisor for families and businesses and gain referrals as well. He currently serves more than 1,000 clients and consistently achieves his monthly goals, which facilitates growth and provides the opportunity to serve three generations of clients.

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實情調查 = 4 個應用程式 X 400 個月

Fact-finding = 4 apps X 400 months

Derek Lee Wai Yuen
會議類型：
贊助商分享會議
演講語言：
廣東話
會議日期：
2025 年 8 月 26 日（星期二）
開始時間：
12:00 pm
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Lee
演講語言：
廣東話
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如何單單透過專注於持續如一的每月業績，從而促進業務增長？Lee Wai Yuen 將分享他如何善用這個方針來設定目標並創造轉介紹，同時服務三個世代的客戶。

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How can you facilitate business growth simply by focusing on consistent monthly performance? Lee Wai Yuen shares how he utilizes this approach to set goals and create referrals while serving three generations of clients.

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John F. Nichols, MSM, CLU

Naples
,
FL
,
United States
入會總年份：
25
內閣會員榮譽：
20
頂尖會員榮譽：
18

John F. Nichols，MSM、CLU 將出任 2025 年度百萬圓桌第一副會長。他擁有 25 年百萬圓桌會齡，20 次獲得內閣會員資格，18 次獲得頂尖會員資格。Nichols 曾在 2020 年擔任百萬圓桌會員分會的全球理事會成員，也是 2019 年章程和道德委員會的主席。2022 年，他成為了百萬圓桌基金會會長兼皇家勳章神劍騎士，也是核心集團的成員。Nichols 是 Nichols Consulting LLC 的創辦人；該公司為全國認可的傷殘保險福利企業。

John F. Nichols, MSM, CLU, is the 2025 First Vice President of MDRT. He is a 25-year MDRT member with 20 Court of the Table and 18 Top of the Table qualifications. Nichols served as Global Council Member of MDRT’s Membership Division in 2020 and Chair of its Bylaws and Ethics Committee in 2019. In 2022, he served as President of the MDRT Foundation, for which he is a Royal Order Excalibur Knight and a member of its Inner Circle Society. Nichols is the founder of Nichols Consulting LLC, a nationally recognized disability insurance benefits practice.

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新任會長致辭

Incoming Presidential Address

John F. Nichols, MSM, CLU
會議類型：
主場會議
演講語言：
英文
會議日期：
開始時間：
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Nichols
演講語言：
英文
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認識 2026 年度百萬圓桌會長 John F. Nichols，MSM、CLU

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Get to know 2026 MDRT President John F. Nichols, MSM, CLU.

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Simon D. Lister, DipPFS

Norfolk
,
,
United Kingdom
入會總年份：
18
內閣會員榮譽：
18
頂尖會員榮譽：
15

Simon D. Lister，Dip PFS 是 2025 年百萬圓桌獲提名人。2021 年，他曾擔任頂尖會員分會全球理事會成員及顧問委員會主席，目前則擔任年會會議籌備部門的全球理事會成員。他亦曾擔任會員交流委員會分會區域主席。他也是百萬圓桌基金會的「白金騎士」和核心集團的成員。Lister 是一名獨立理財規劃師兼 ML Financial Associates 的董事總經理，擅長退休規劃工作。

Simon D. Lister, Dip PFS, is the 2025 Nominee of MDRT. In 2021, he served as Global Council Member and Advisory Board Chair of the Top of the Table Division and currently serves as Global Council Member of the Annual Meeting Program Development Division. He also served as Area Chair of the Membership Communications Division. He is a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. Lister is an independent financial planner and managing director with ML Financial Associates, where he specializes in retirement planning.

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獲提名人任命致辭

Nominee Acceptance Speech

Simon D. Lister, DipPFS
會議類型：
主場會議
演講語言：
英文
會議日期：
開始時間：
This is some text inside of a div block.
Lister
演講語言：
英文
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Simon D. Lister，Dip PFS 正式接受提名，將成為執行委員會的最新成員。

Simon D. Lister, Dip PFS, formally accepts the nomination to become the newest member of the Executive Committee.

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Alessandro M. Forte, CFP, FCII

Yorkshire
,
,
United Kingdom
入會總年份：
27
內閣會員榮譽：
27
頂尖會員榮譽：
27

根據業績、資格和合規標準來判斷，Alessandro M. Forte，CFP、FCII 是世上最頂尖的理財顧問之一。他曾在 92 個國家/地區發表演講，是國際暢銷書《敢於與眾不同》(Dare to be Different)（曾以八種語言出版）的作者，並曾幫助多間慈善機構籌得逾 2,400 萬美元的善款。他也是現任百萬圓桌基金會會長。 

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Alessandro M. Forte, CFP, FCII, is one of the world’s top financial advisors — by production, qualification and compliance standards. He has spoken in 92 countries, is the author of the international bestseller “Dare to be Different” (published in eight languages) and has helped raise more than USD 24 million for numerous charities. He also currently serves as the MDRT Foundation President. 

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百萬圓桌基金會

MDRT Foundation

Alessandro M. Forte, CFP, FCII
會議類型：
主場會議
演講語言：
英文
會議日期：
開始時間：
This is some text inside of a div block.
Forte
演講語言：
英文
No items found.

百萬圓桌基金會會長 Forte 將進行分享，介紹基金會如何透過支持百萬圓桌會員所關心的慈善機構和議題，在世界各地發揮影響力。瞭解您如何成為志願者和捐款助人，以及為您心懷的組織申請資助金。

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Forte, the MDRT Foundation President, shares how the Foundation makes an impact around the world by supporting charities and issues that MDRT members care about. Learn how you can volunteer, donate and apply for a grant for an organization close to your heart.

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Carol Kheng, CHFC

Singapore
,
,
Singapore
入會總年份：
27
內閣會員榮譽：
5
頂尖會員榮譽：
4

Carol Kheng，ChFC 是 2025 年度百萬圓桌會長。自 2022 年起，Kheng 曾在百萬圓桌執行委員會擔任多個崗位。她曾在 2019 年任職全球會議項目統籌委員會分副會長，並曾於 2009 年任職百萬圓桌會員資源經營管理分會的分副會長。Kheng 亦曾加入百萬圓桌基金會的受託人董事會，也是百萬圓桌基金會的鑽石騎士。Kheng 是新加坡 Prudential Assurance Company 的資深理財顧問，也是該公司百萬圓桌俱樂部的創會成員兼主席。

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Carol Kheng, ChFC, is the 2025 President of MDRT. Kheng has served in multiple roles on the MDRT Executive Committee since 2022. She previously served as Divisional Vice President for Global Conference Program General Arrangements in 2019 and for MDRT’s Member Resources–Practice Management Division in 2009. Kheng also has served on the Board of Trustees of the MDRT Foundation, for which she is a Diamond Knight. Kheng is a master financial consultant with Prudential Assurance Company Singapore, where she was the founding member and chairperson of its MDRT Club.

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會長致辭

Presidential Address

Carol Kheng, CHFC
會議類型：
主場會議
演講語言：
英文
會議日期：
開始時間：
This is some text inside of a div block.
Kheng
演講語言：
英文
No items found.

Carol Kheng，ChFC 發表 2025 年度會長致辭。

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Carol Kheng, ChFC, makes her 2025 Presidential Address.

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