
October 19–22, 2022
Take your seat at the 2022 Top of the Table Annual Meeting this October at the luxurious Ritz-Carlton Bacara in breathtaking Santa Barbara, California, USA. Engage with masters in the profession to learn and be inspired by one another. Spend this designated time with fellow experts to share and celebrate success together.
The 2021 MDRT Annual Meeting Virtual Event is the ultimate resource for leading financial services professionals to network, learn and enhance their businesses. It is where expertise, trends and tools come to life in a unique and exciting virtual experience to create more connections, strengthen your relationships and inspire you to nurture and expand your business.
In this fun and innovative space open throughout the meeting, you can connect with colleagues, meet new friends, get your photo taken and find great entertainment and games.
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The ConneXion Zone® offers great educational programming. More than 50 quick-hit sessions, presented in seven different languages. Get immediate takeaways and learn cutting-edge ideas to implement in your daily practice.
Scott F. Thompson, LUTCF, has been in the financial services profession for 29 years and has given many motivational speeches around the world.
Manuel Antonio Leyva, FPC, has 16 years of experience as a financial services advisor and oversees 450 advisors as agency director for Skandia Mexico.
Rosa Maria Ruiz Ramirez is the owner of RuizLife, a practice she founded 13 years ago that provides financial equity, protection and strategies to help clients achieve their goals.
With a background in business administration, Karla Itzi Martinez Oseguera is a professional insurance advisor who has consistently attended national and international merit-based meetings throughout her career.
Jae Yong Kim joined MetLife Korea in 2007 and has received recognition for his great achievements over the years. He has been volunteering as a mentor to many mentees at MetLife Korea and is a true leader in the profession.
Matthew C. Smith, CFP, ChFC, has been in firm leadership for more than 10 years, leading highly productive advisor groups to expand their practices year after year. He has received recognition for building world-class cultures for companies on the “101 Best and Brightest Companies to Work For” list and speaks nationally on topics that include increasing life sales, capturing more referrals, growing an investment practice and more.
Surojit Kala, CIC, FSS, has been a keynote speaker at various conferences on the topic of financial management and enjoys connecting with like-minded professionals who share a similar interest in growth opportunities
Fumiko Miura, AFC, TLC, worked as an administrative staff member at a life insurance company and later as a sales representative before establishing Ajuga Whole Life K.K. as a financial advisor in 2012. Her company specializes in individual life insurance, business succession of medical institutions and enhancing the financial strengths of small- and medium-sized enterprises.
Eugene G. Bozzi, LUTCF, has been an advisor at Prudential Financial Life for 37 years and runs a practice with a team of eight.
Wanwimon Mokmak has continuously achieved success since beginning her financial services career. She has received many accolades over the years for generating the most production through insurance and mutual fund protection.
Karunyaporn Thanomsap is a successful financial advisor at AIA Thailand who has received the salesperson of the year award multiple times.
Rahul Agrawal has been in the insurance profession for 14 years and is passionate about sharing his experiences with how the industry has evolved during that time.
The Main Platform program features engaging and inspirational speakers, covering topics relevant to financial services, sales strategies, business practices and work-life balance.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
The Main Platform program features engaging and inspirational speakers, covering topics relevant to financial services, sales strategies, business practices and work-life balance.
The ConneXion Zone® offers great educational programming. More than 50 quick-hit sessions, presented in seven different languages. Get immediate takeaways and learn cutting-edge ideas to implement in your daily practice.
Member and nonmember industry experts and thought leaders share knowledge in a variety of categories, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology, fees and work-life balance.
Member and nonmember industry experts and thought leaders share knowledge in a variety of categories, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology, fees and work-life balance.
Thought leaders, inspirational stories and industry content delivered by featured nonmember speakers covering topics relevant to financial services, sales strategies, business practices and work-life balance.
A highlight of the meeting, this fast-paced Tuesday morning session features MDRT members sharing innovative and creative business concepts delivered in a variety of presentation formats. Come away with ideas to improve your productivity, client engagement strategies and business practices.
The ConneXion Zone® offers great educational programming. More than 50 quick-hit sessions, presented in seven different languages. Get immediate takeaways and learn cutting-edge ideas to implement in your daily practice.
Member and nonmember industry experts and thought leaders share knowledge in a variety of categories, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology, fees and work-life balance.
Member and nonmember industry experts and thought leaders share knowledge in a variety of categories, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology, fees and work-life balance.
Court of the Table members will have an opportunity to connect and engage in conversations about subjects that matter to them during this 90-minute session on Wednesday morning. Informal round table discussions will be facilitated by Court of the Table members. (This event is open to 2022 Court of the Table members only, and discussion tables will be available in English, Cantonese, Japanese, Korean, Mandarin, Spanish and Thai.)
In this fun and innovative space open throughout the meeting, you can connect with colleagues, meet new friends, get your photo taken and find great entertainment and games.
Member and nonmember industry experts and thought leaders share knowledge in a variety of categories, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology, fees and work-life balance.
Member and nonmember industry experts and thought leaders share knowledge in a variety of categories, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology, fees and work-life balance.
The Main Platform program features engaging and inspirational speakers, covering topics relevant to financial services, sales strategies, business practices and work-life balance.
On the largest stage at the Annual Meeting, the Main Platform offers engaging and inspirational content from featured member speakers, industry leaders, the MDRT Foundation and your Executive Committee.
Main Platform: Thought leaders, inspirational stories and industry content delivered by featured nonmember speakers covering topics relevant to financial services, sales strategies, business practices and work-life balance.
MDRT Speaks: A highlight of the meeting, this fast-paced Tuesday morning session features MDRT members sharing innovative and creative business concepts delivered in a variety of presentation formats. Come away with ideas to improve your productivity, client engagement strategies and business practices.
Executive Committee Addresses: Hear from your MDRT Executive Committee, including the 2022 Presidential Address.
MDRT Foundation: Learn about the 2022 charity partner and the continued impact our MDRT Foundation is making across the globe.
Main Platform Conversations: New to the Main Platform, this session will provide an in-depth conversation between an MDRT leader and a featured speaker.
These sessions provide special and exclusive content, as add-ons to the Annual Meeting.
Special Session Luncheons*: Join industry experts for a deeper exploration of relevant topics. Lunch provided. (These sessions are presented in English; no interpretation will be offered.)
First-Time Attendee Session**: Connect with fellow first-time attendees at this exclusive interactive session and learn how to best navigate the meeting. Don’t miss out on this special experience with your colleagues that will celebrate your success, provide encouragement and last well beyond the four days in Boston.
Court of the Table/Top of the Table**: Enhance your Annual Meeting experience with special content for Court of the Table and Top of the Table members.
Court of the Table Open Forum**: Court of the Table members will have an opportunity to connect and engage in conversations about subjects that matter to them during this 90-minute session on Wednesday morning. Informal round table discussions will be facilitated by Court of the Table members. (This event is open to 2022 Court of the Table members only, and discussion tables will be available in English, Cantonese, Japanese, Korean, Mandarin, Spanish and Thai.)
MDRT Global Services**: For MDRT Global Services members only, these three special sessions are targeted specifically to team leaders in the financial services profession. Packed with team management strategies and inspiration, these sessions will help you accelerate your leadership journey and connect with fellow Global Services members. (These sessions are presented in English; no interpretation will be offered.)
Member and nonmember industry experts and thought leaders share knowledge in a variety of categories, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology, fees and work-life balance.
With an innovative array of offerings, the ConneXion Zone® features quick-hit presentations as well as a variety of additional opportunities to connect with your fellow members in this engaging space.
ConneXion Zone® Sessions: The ConneXion Zone® offers great educational programming. More than 50 quick-hit sessions, presented in seven different languages. Get immediate takeaways and learn cutting-edge ideas to implement in your daily practice.
The ConneXion Zone®: In this fun and innovative space open throughout the meeting, you can connect with colleagues, meet new friends, get your photo taken and find great entertainment and games.
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 Annual Meeting a positive experience for fellow attendees. Learn more and sign up for one of seven task forces when you register for the meeting.
Volunteers must attend the PGA Kickoff on Saturday, June 25 at 4:30 p.m., so plan to arrive in Boston 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 4 p.m.
Those eligible to register are 2022 MDRT members, current MDRT Global Services members, MDRT Academy members, mentees and agency managers. Spouses, children, relatives, friends or business associates are not permitted to register or attend any official functions or events.
Become a member nowFor more details on the MDRT Mentoring Program.
To enroll in the Agency Manager Program, Create a profile and email agencymngmtprogram@mdrt.org to fully activate your enrollment. If you have an MDRT ID number, please have it available.
For more details on the MDRT Academy.
For more details on MDRT Global Services.
MDRT considers the safety of our members our top priority and will continue to follow guidance from the World Health Organization (WHO) and the Centers for Disease Control and Prevention (CDC) to host an in-person event that is safe for all in attendance. Therefore, adherence to health and safety protocols will be mandatory.
Performance. Leadership. Initiative. These are qualities that distinguish MDRT members — and the qualities to which MDRT aspires when we select products to help our members continue to meet the challenges of the value-added marketplace.
The MDRT Store showcases the best educational resources in the industry. Visit the store onsite at the Boston Convention & Exhibition Center, or online at mdrtstore.org, to find books, meeting exclusives, plaques, apparel and more MDRT-branded items.
The MDRT Store will not accept cash or process any cash transactions during the meeting.
The MDRT Foundation gives to charitable organizations worldwide, demonstrating the generosity, service and impact of MDRT members.
At the 2022 MDRT Annual Meeting, the Foundation will partner with Liter of Light — an organization that is committed to providing affordable, sustainable solar light to people with limited or no access to electricity.
Visit the Foundation booth to learn about volunteer opportunities and to make your donation.
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