演講者與演講資訊

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所列的傳譯語言場次分配俱為暫定。2026 年百萬圓桌全球會議的官方語言是英文。百萬圓桌提供主場會議的同聲傳譯，並為指定焦點會議提供最多 12 種語言的傳譯服務（當至少 50 名註冊與會者要求用同一種語言時）。  您必須在註冊時提出同聲傳譯的要求。提交同聲傳譯申請的截止日期是 2026 年 6 月 28 日。

Rong Yi

Tianjin
,
,
China
入會總年份：
6
內閣會員榮譽：
4
頂尖會員榮譽：
1

Rong Yi 是泰康人壽天津分行的健康財富規劃師，擁有九年從業經驗。她專精於跨境財富結構規劃、個人化風險管理解決方案，以及建立系統化的客戶互動途徑。她持有學士學位，獲獎無數，包括由中國保險行業協會評選為「中國十大保險明星」，以及榮獲 CMF 國際星獎終身會員資格和 IDA 國際龍獎優秀業務白金獎。

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.

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《客戶服務的終極使命：成為生命守護者》

The ultimate purpose of client service: Becoming a life guardian

Rong Yi
會議類型：
焦點會議
演講語言：
普通話
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
4:30 pm
Yi
Practice management
August 25, 2026
演講語言：
普通話
No items found.

要超越保單銷售，成為一名生命守護者，需要三項核心能力：預見風險、主導關鍵對話，以及設計無縫的閉環服務體驗。Yi 將教導大家主動解決客戶在醫療服務獲取上的挑戰及與索償相關的風險，從而完全勝任可信賴的生命守護者角色。

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.

Jason Strongerhead Tan

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

Jason Strongerhead Tan 是 Jensen Siaw International 的全球品牌市場推廣總監，在未持有正式市場推廣學位的情況下，他以非傳統策略與頂尖廣告公司建立關係，並為 Nike、Heineken、Guinness 等國際品牌締造成功宣傳企劃。其高影響力方針曾獲 15 項行業獎項肯定，並凝聚為「強腦藍圖」——該策略框旨在孕育可持續勝利的心理系統。他持有 MBA 學位，曾獲 7 項教學卓越獎，並為多間大型金融組織擔任主題演講者。

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.

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《以小搏大、征服巨人的藍圖》

The blueprint to conquer goliaths from small beginnings

Jason Strongerhead Tan
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
4:30 pm
Tan
Whole Person
August 25, 2026
演講語言：
英文
No items found.

您是否渴望提升策略、創意與可衡量成長，然而卻預算有限？Tan 將講解他擊敗更強大競爭對手的藍圖，包括如何在沒有作品集的情況下打入頂尖廣告公司、協助挑戰者飲品品牌贏得市場份額，以及將一個保險團隊擴展為新加坡成長最快的團隊之一。

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.

Yu-Shiuan Chen

Kaohsiung City
,
,
China
入會總年份：
6
內閣會員榮譽：
9
頂尖會員榮譽：
6

Yu-Shiuan Chen 現任 Golden Insurance Brokers 市場推廣資深副總裁，擁有 18 年專業經驗，專精於遺產規劃與稅務策略領域。她是國際龍獎得主，並於 2023 年榮獲保險信望愛獎頒發的「全國最佳專業顧問」殊榮。Chen 畢業於國立臺灣大學法律學系，持有金融法學學位。

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.

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《頂尖業績人員的轉介紹方程式》

Top producers' referral equation

Yu-Shiuan Chen
會議類型：
焦點會議
演講語言：
普通話
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
4:30 pm
Chen
Marketing
August 25, 2026
演講語言：
普通話
No items found.

可持續成長始於信任。Chen 將分享一個屢經驗證的框架，用以建立以信任為核心的轉介紹系統，將單次交易轉化為持久的諮詢關係，並將客戶滿意度轉化為個人聲譽的強大引擎。

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.

Yu Ying Chen

Taipei, Zhubei City
,
,
Taiwan Area
入會總年份：
4
內閣會員榮譽：
0
頂尖會員榮譽：
0

陈宥萦，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。

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.

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打造“不消耗自己”的全人模式

The Whole Person model: Thriving without burning out

Yu Ying Chen
會議類型：
焦點會議
演講語言：
普通話
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
3:00 pm
Chen
Whole Person
August 25, 2026
演講語言：
普通話
No items found.

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。

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.

Nitin Dnyaneshwar Takalkar

Mumbai
,
,
India
入會總年份：
8
內閣會員榮譽：
5
頂尖會員榮譽：
2

Nitin Dnyaneshwar ATTakalkar 是一名成就斐然的保險兼理財顧問，任職於 Tata AIA Life Insurance，並自 2005 年起成為 Jaihind Agency 的創辦人。他在金融服務業擁有逾 25 載資歷，擅長人壽保險、健康保險、財產保險、商業保險，以及退休與投資規劃領域。Takalkar 將深厚的專業知識，與致力為個人和企業簡化財務安全保障的承諾合二為一。

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.

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《走向數碼，建立信任，精明銷售》

Go digital, build trust, sell smarter

Nitin Dnyaneshwar Takalkar
會議類型：
焦點會議
演講語言：
印地文
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
3:00 pm
Takalkar
Marketing
August 25, 2026
演講語言：
印地文
No items found.

您可知道如何運用數碼市場推廣，自信地吸引、教育並轉化客戶？Takalkar 將講解如何建立簡單的數碼漏斗、將定期保險定位為完美的現代解決方案，並創作有助建立長久信任的內容。

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.

Charlie Reading

Oakham
,
Rutland
,
United Kingdom
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Charlie Reading 是一名連環創業家、備受讚譽的演講家，以及著有四本著作的作家，熱衷於協助他人實現成長、平衡與充實感。身為 Efficient Portfolio Wealth Management 及 The Trusted Team 的創辦人，Reading 致力賦能企業東主更聰明地工作、更快地成長，並更盡情地享受生活。而身為《Business of Endurance》播客的主持人及鐵人世界錦標賽參賽者，他則從耐力運動中汲取啟發成功的智慧。其著作展現了他的策略洞見和對創造持久影響的承諾。

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.

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《精通時間自由之道：在 AI 時代實現自動化、分工與蓬勃發展》

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

Charlie Reading
會議類型：
焦點會議
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
Reading
Practice management
August 25, 2026
演講語言：
英文
No items found.

Reading 將借鑒其二十載理財顧問經驗——包括建立並出售英國數一數二的頂尖獨立理財顧問公司，期間實現每年 50% 的增長，並每年放假三個月——從而分享一個屢經驗證的框架，助您重新掌控時間，重塑工作模式。學習如何運用 AI 與智能系統有效分工、消除干擾，並專注於真正驅動客戶價值與業務增長的事務上，讓您以更少壓力取得更多成就，最終享有您為事業奮鬥所追求的自由。

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.

Amanda Cassar, MFP, AFP

Burleigh Town
,
QLD
,
Australia
入會總年份：
14
內閣會員榮譽：
11
頂尖會員榮譽：
6

Amanda Cassar，MFP、AFP 是一名企業東主、理財顧問、作家、演講者、博主和充滿激情的慈善家。她曾經見證心靈和思維被打開的時刻，看到了人們如何獲得力量，踏入自己的領導力之旅。憑藉逾 30 年的金融服務專業經驗，Cassar 的專業認證涵蓋高齡護理、遺產規劃及自我管理式超級年金基金領域。她熱衷於教練指導、慈善事業與平衡生活，總是積極指導全球各地的顧問，同時倡導金融素養與道德領導，致力證明成功、服務與從容可以共同蓬勃發展。

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 .

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《以教練之道，通往平衡、團隊和諧與喜悅》

Coaching your way to balance, team harmony and joy

Amanda Cassar, MFP, AFP
會議類型：
焦點會議
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
Cassar
Whole Person
August 25, 2026
演講語言：
英文
No items found.

Cassar 將闡述教練指導如何轉變她的專業與個人生活——從建立一個蓬勃發展的跨世代顧問業務，到重新奪回與孫兒共度的星期五。她將分享關於目標設定、溝通與界限管理的可行框架，從而培養和諧、生產力與滿足感，由是印證成功與從容可以並存。

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.

Corey Williams

Christchurch
,
,
New Zealand
入會總年份：
14
內閣會員榮譽：
13
頂尖會員榮譽：
12

Corey Williams 是 SwainWoodham Group 的合夥人，專注於僱員福利領域，積極倡導「預防勝於治療」的理念。憑藉逾 30 年在紐西蘭及英國的銀行、銷售與市場推廣經驗，Williams 為其工作帶來國際視野。他曾任體育經理人，在國際層面與奧運獎牌得主及世界冠軍展開合作。

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.

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《3 個「P」（規劃 - Plan、準備 - Prepare、流程 - Process）》

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

Corey Williams
會議類型：
焦點會議
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
Williams
Whole Person
August 25, 2026
演講語言：
英文
No items found.

Williams 將借鑑精英體育、領導力領域及百萬圓桌導師的真知灼見，展示當我們選擇那條更艱辛的道路時，挑戰如何成為建立信心與能力的催化劑。學習如何應用「3P」框架，邁向下一個目標——無論是取得內閣會員或頂尖會員資格、改善健康狀況，抑或追求創意宏願皆可。

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.

Putri Mahirah Munatul Maknun Ahmad Mizanudin

KUALA LUMPUR
,
,
Malaysia
入會總年份：
7
內閣會員榮譽：
1
頂尖會員榮譽：
0

Putri Mahirah Munatul Maknun Ahmad Mizanudin 是一名任職於馬來西亞 AIA 的顧問，自 2018 年服務至今。她將痛失至親的慘痛經歷，轉化為推動財務保障與傳承規劃的教育信念。曾任廣播記者及電視主播的她，憑藉對各種人生故事的採訪經歷淬鍊出共情能力與溝通藝術。她從客戶服務延伸至全國演講舞台，積極推廣財務知識與女性賦能，並持續透過一連串活動貢獻業界，包括百萬圓桌日、馬來西亞百萬圓桌捐贈日（2022 年至 2025 年），以及成為百萬圓桌 MCC 馬來西亞分會成員（2024 年至 2025 年）。

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).

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《真誠對話，真實成果：以坦誠溝通解決問題的藝術》

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

Putri Mahirah Munatul Maknun Ahmad Mizanudin
會議類型：
焦點會議
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
Ahmad Mizanudin
Advising Clients
August 25, 2026
演講語言：
英文
No items found.

您是否希望提出更精準的提問、挖掘客戶深層動機，並設計出兼顧財務目標與情感需求的解決方案？Ahmad Mizanudin 將分享將疑慮化為信任及建立長期夥伴關係的實證方法。

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.

Tsz Ho William Won

Kowloon
,
,
Hong Kong
入會總年份：
12
內閣會員榮譽：
7
頂尖會員榮譽：
6

Tze Ho William Won 於 2011 年加入保誠保險。他的職業生涯始於中國香港競爭激烈的陌生推銷市場，此後他的業務橫跨大中華地區，為超過 800 個中國內地家庭提供服務。Won 擅長為客戶進行精準分析，並度身訂造財富保全與傳承方案，協助客戶實現長遠財富目標。

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.

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看不見的遺囑：如何為客戶財富撰寫一個溫暖的未來

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

Tsz Ho William Won
會議類型：
焦點會議
演講語言：
廣東話
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
1:30 pm
Won
Advising Clients
August 25, 2026
演講語言：
廣東話
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本次演講揭示"鐵三角"架構如何將遺囑轉化為溫暖的生命契約，闡明傳承規劃的核心工具，為客戶繪製跨越時間的財富藍圖。

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.

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