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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。

Chie Yazawa

Chiba
,
,
Japan
入會總年份：
24
內閣會員榮譽：
1
頂尖會員榮譽：
0

ChieYazawa 在金融服務業擁有 25 年經驗。她於 2002 年加入 Prudential LifeInsurance Co., Japan，擅長就退休、長期護理保險、遺囑、遺產規劃和監護事宜，為事業型女性提供建議。身為活躍的百萬圓桌會員，Yazawa 早於 2002 年初次參會時，便報名成為了 PGA 志願者。每年她都在 PGA 及 PDC 委員會供任多個職位，並曾在 2023 年於新加坡舉辦的百萬圓桌全球會議上擔任 PGA 分副會長一職。她畢業於日本上智大學，入行前曾當了七年的石油分銷員。

Chie Yazawa has 25 years of experience in the financial services profession. She joined Prudential Life Insurance Co., Japan, in 2002 and specializes in advising career women on retirement, long-term care, wills, legacy planning and guardianship. As an active member of MDRT, Yazawa began volunteering for PGA as a first-timer in 2002. She has held many roles in PGA and PDC committees every year and served as the PGA Divisional Vice President for the 2023 MDRT Global Conference in Singapore. She graduated from Sophia University and worked for a petroleum distributor for seven years before joining the business.

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助您切身感受退休現實的貼士

Tips to help you feel the reality of retirement as your own issue

Chie Yazawa
會議類型：
焦點會議
演講語言：
日文
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
1:30 pm
Yazawa
Advising Clients
演講語言：
日文
英文
韓文
No items found.

許多人都表示憂慮退休事宜，但只有少數人真正明白現實。Yazawa 將闡釋如何協助客戶提前規劃，首先她會讓客戶體會沒有每月收入時的生活滋味。

Many people say they are worried about their retirement, but only a few understand the reality. Yazawa explains how she helps clients start planning ahead by first recognizing how it feels to live without monthly income.

Aaron Kane, B Bus, AFA

Wheelers Hill
,
VIC
,
Australia
入會總年份：
11
內閣會員榮譽：
9
頂尖會員榮譽：
7

Aaron Kane，B Bus、AFA 是第二代理財顧問兼 EK Financial Group 董事，該家族企業由其父親創立。Kane 年僅 21 歲時便投身家族生意，如今已有廿載從業經驗。他在推動 EK Financial Group 轉型為更高效、盈利能力更高的企業一事上舉足輕重，成功將頂尖策略和家族企業賴以聞名的人性化服務融為一體。Kane 是一名活躍的百萬圓桌會員，對創新與成長滿懷熱忱，更非常享受指導矢志入圍百萬圓桌的年輕顧問。

Aaron Kane, B Bus, AFA, is a second-generation financial advisor and director of EK Financial Group, a family-owned firm founded by his father. With two decades of experience, Kane began working in the family business when he was 21. He has played a key role in transforming EK Financial Group into a highly efficient, profitable firm, combining cutting-edge strategies with the personal touch his family business is known for. An active MDRT member who is passionate about innovation and growth, Kane enjoys mentoring young advisors aspiring to qualify for MDRT.

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精通 TikTok 市場推廣、AI 和自動化，從而簡化新客引導並推動成長

Mastering TikTok marketing, AI and automation to streamline client onboarding and drive growth

Aaron Kane, B Bus, AFA
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
1:30 pm
Kane
Marketing
演講語言：
英文
印尼語
韓文
泰文
No items found.

學習如何透過 TikTok 吸引優質銷售線索、有效地篩選準客戶，以及在初次會面前將客戶數據收集、付款和文件上載流程統統自動化。除了提供加強客戶旅程的步驟之外，Kane 亦將示範如何使用 AI 支援的抄筆記工具，大幅減少用於滿足合規要求的時間，每星期節省達五至八小時。

Learn how to attract high-quality leads through TikTok, screen prospects effectively and automate client data collection, payments and document uploads before the first meeting. In addition to providing steps to enhance your client journey, Kane demonstrates how he uses AI-powered notetaking to drastically reduce compliance time, saving five to eight hours per week.

Jun Zuo

Nanjing
,
,
China
入會總年份：
13
內閣會員榮譽：
4
頂尖會員榮譽：
0

Jun Zuo 持有學士學歷，目前任職於 MetLife China，擅長處理商業管理。

Jun Zuo holds a bachelor’s degree and works at MetLife China, where he specializes in business management.

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藉著 AI 蓬勃發展

Thriving with AI

Jun Zuo
會議類型：
焦點會議
演講語言：
普通話
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
1:30 pm
Zuo
Practice management
演講語言：
普通話
廣東話
英文
No items found.

AI 如何影響金融服務業？您又如何自信應對這些挑戰？Zuo 將分享七大必備能力，助您把握 AI 機遇，好好加強市場推廣與客戶服務。

How has AI impacted the financial services profession, and how can you confidently navigate these changes? Zuo shares seven essential competencies that can help you embrace AI and enhance your marketing and client service.

Chen Gifford

Hong Kong
,
Hong Kong
,
China
入會總年份：
12
內閣會員榮譽：
0
頂尖會員榮譽：
0

Gifford 是友邦保險（國際）有限公司資深分區經理兼 Libertas Consulting 創辦人，擁有逾 16 年理財規劃經驗，專注為高淨值家庭規劃財富傳承，並常於報章撰文及出書分享心得。

Chen Gifford serves as senior district manager at AIA International Ltd. and is the founder of Libertas Consulting. With more than 16 years of financial planning expertise, he specializes in wealth inheritance strategies for high-net-worth families and shares his insights through published articles and books.

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高淨值家庭的財富傳承風險與應對之道

The risks of wealth inheritance for high-net-worth clients and how to deal with them

Chen Gifford
會議類型：
焦點會議
演講語言：
廣東話
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
1:30 pm
Chen Gifford
Advising Clients
演講語言：
廣東話
印尼語
英文
日文
普通話
No items found.

財富傳承是一生人一次的經歷，既無法從經驗中學習，亦不值得付出時間與金錢來試錯，高淨值客戶亦不例外。透過享贈傳三步曲，Gifford 將分享如何善用財富傳承切入、創造理財需求，並促使客戶以保險作為資產傳承配置的首選。

Wealth inheritance is a once-in-a-lifetime endeavor that allows no room for learning through trial and error, even for high-net-worth clients. Chen Gifford demonstrates how a three-step transfer approach can identify financial needs and position insurance as the optimal solution for wealth inheritance.

Matthew Collier

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Matt Collier is a Singapore-based insuretech founder, usingAI and design thinking to help financial advisors build careers they can beproud of.  He has almost 20 years ofinternational, cross-sector experience, having worked at Prudential plc, LUMAInstitute, The White House, and the U.S. Office of Personnel Management.   He is a Stanford MBA, aerospace engineer,and design thinking instructor and facilitator, and is currently a SeniorIndustry Fellow at RMIT University’s Centre for Future Skills and WorkforceTransformation.

‍

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Future skills and agency transformation

Matthew Collier
會議類型：
全球服務
演講語言：
英文
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
3:00 pm
Collier
演講語言：
英文
No items found.

Experts often talk about the future of work in terms of novelty, sophistication and fancy technology. Collier explains that preparing for the future, in fact, has more to do with getting better at the basics of being human and working together, and shares how to prepare for a future that is already here.

Andrew Ang, ChFC, CIAM

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Andrew Ang, ChFC, CIAM, is a seasoned financial services professional and agency leader with Prudential Assurance Company. He specializes in wealth management, financial planning, estate planning and team leadership. He has received awards for his work and holds an advanced diploma in wealth management.

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MDRT Center Speaks: Agency building from Gen Z to an MDRT culture

Andrew Ang, ChFC, CIAM
會議類型：
全球服務
演講語言：
英文
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
1:30 pm
Ang
演講語言：
英文
No items found.

Attract Gen Z advisors, build an MDRT culture of learning and master your time management with the strategies shared in this rapid-fire session. Four MDRT Center members, with decades of combined leadership experience, share easy-to-implement strategies for agency and home office leaders.

Joie Lim, ChFC, AEPP

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Joie Lim, ChFC, AEPP, is the group director of Luminance, which consistently ranks among the top groups in her company, achieving the Multi-Million Dollar Agency and Multi-Million Dollar Group awards yearly. She co-authored a book with top financial services leaders, contributing her valuable insights on female leadership and building a learning organization.

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MDRT Center Speaks: Agency building from Gen Z to an MDRT culture

Joie Lim, ChFC, AEPP
會議類型：
全球服務
演講語言：
英文
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
1:30 pm
Lim
演講語言：
英文
No items found.

Attract Gen Z advisors, build an MDRT culture of learning and master your time management with the strategies shared in this rapid-fire session. Four MDRT Center members, with decades of combined leadership experience, share easy-to-implement strategies for agency and home office leaders.

Subhas Nathan

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Subhas Nathan is a senior financial services director with Prudential Assurance Company. He leads the Eminence Group, which has more than 200 advisors. Nathan specializes in uniting the organization and motivating each advisor to high levels of performance. He has a Bachelor of Science in physics and has received multiple Million Dollar and Multi-Million Dollar Agency awards.

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MDRT Center Speaks: Agency building from Gen Z to an MDRT culture

Subhas Nathan
會議類型：
全球服務
演講語言：
英文
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
1:30 pm
Nathan
演講語言：
英文
No items found.

Attract Gen Z advisors, build an MDRT culture of learning and master your time management with the strategies shared in this rapid-fire session. Four MDRT Center members, with decades of combined leadership experience, share easy-to-implement strategies for agency and home office leaders.

Kim Pong Lim

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Kim Pong Lim, a global partner of SoundWave Global, is the CEO and founder of StrengthsAsia. As a coach, speaker and LEGO Serious Play facilitator, Lim is on a mission to teach people how to connect meaningfully with others. She is the master trainer for SoundWave and the first of 20 Gallup-Certified strengths coaches in the world.

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Everything is conversation

Kim Pong Lim
會議類型：
全球服務
演講語言：
英文
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
3:00 pm
Lim
演講語言：
英文
No items found.

Explore a vital and often overlooked aspect of your professional life: the way you talk. Lim shares how to shift your dialogue and shape your destiny while embracing the fluid, adaptable, impactful nature of communication.

Cheng Huann Yeoh, ChFC, CIAM

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Cheng Huann Yeoh, ChFC, CLU, is a senior director with Great Eastern Life. He has been in the financial services profession since 2010 and in leadership since 2015. With more than 10 years of experience as a practitioner and trainer, Yeoh specializes in training, performance management and leadership development.

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Panel discussion: Every advisor can be MDRT

Cheng Huann Yeoh, ChFC, CIAM
會議類型：
全球服務
演講語言：
英文
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
1:30 pm
Yeoh
演講語言：
英文
No items found.

Three MDRT Center members share their experiences of helping their advisors achieve MDRT. Discover how to build an MDRT culture, understand motivations that propel advisors to higher production levels and develop a system that keeps advisors achieving year after year.

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