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[Video] MDRT Speaks Day 2

MDRT Speaks Session
SKU: 21MDRT-19V
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$40.00
$55.00

Tuesday Session

  • MDRT Speaks Introduction - Regina Bedoya
  • The Critical Illness Conundrum - Yeoh Tan Fung Jenny

Yeoh Tan Fung Jenny demonstrates how her interactive critical illness info cube can help boost your confidence and production levels. 

Speaker Bio

Yeoh Tan Fung Jenny, RFP, combines a medical background as a nurse with knowledge as an experienced financial professional to educate her clients on the benefits of insurance coverage to ensure financial stability while servicing them with genuine care and empathy. 
  • Doing the Right Thing - Laurie A. Leja

Leja shares a client experience she had that demonstrated how doing the right thing can boost business success.

Speaker Bio

Laurie A. Leja, CLTC, started her own practice 30 years ago with Northwestern Mutual. Leja serves on the board of Northwestern Mutual’s largest study group, Physicians Nationwide, and 2020 was her best year yet. She was also recently recognized as the first woman in her Chicago agency to qualify for the top 10 in premium ranking out of 144 advisors. 
  • The 3-Minute Inflation Explanation That Clients Cannot Forget - H. Richard Dobson, Jr.

Dobson reveals a concise and memorable approach to discussing inflation and its effects on our finances that will have your clients tuned in immediately.

Speaker Bio

Richard Dobson Jr., CFP, is president of American Financial Management, a registered investment advisory firm. He is also an officer of American Financial Securities and has served on numerous MDRT committees. 
  • Brain Break 1 - Keith Barry
  • Get Off The Bus - Chris George

George discusses how modifying what you say to clients could help increase your production, experience and referrals. 

Speaker Bio

Chris George, CFP, TEP, is a founding partner of Broadreach Strategic Planning Inc., a practice specializing in providing comprehensive financial planning for dentists. George serves on multiple Advocis national committees and is president of the Fraser Valley Estate Planning Council. He mentors new advisors, helping them to better serve their clients and achieve MDRT qualification. 
  • Second Responders - Adam A. Solano

 In moments of national, regional and personal crises, first responders are the first to show up. Solano explains that, without sirens or flashing headlights, insurance and financial advisors are the second responders, with checks in hand to help rebuild lives. 

Speaker Bio

Adam A. Solano Jr., CRPC, began his career in the financial services industry with MassMutual in 1993, later branding his practice under Lakeside Financial Group. Solano is immediate past president of his local and state professional associations and has written several articles for industry trade magazines. He has appeared on WTTW’s “Chicago Tonight” to discuss the industry’s fiduciary rule and its impact on advisors and clients.
  • Say Again: "Yes, I Do!" - Tse Lap Yee Stanley

People often say “I do” when they marry their loved one; do they have the same answer for the question “Do you have enough insurance to protect your loved one?” Tse Lap Yee Stanley tells his own story of how important it is to have adequate medical insurance and critical illness coverage.

Speaker Bio

With nearly 30 years of experience, Tse Lap Yee Stanley has provided insurance and financial planning to countless families. He is an expert in employee benefits and corporate pension management, and is currently an agency leader at AIA International Ltd.
  • Brain Break 2 - Keith Barry
  • The Art of Storytelling - Hu Mong Siem

Facts tell, but stories sell. Hu Mong Siem (Esther) three tips to good storytelling will convince you how this powerful way of communicating will help clients through difficult times — and help you to close the deal. 

Speaker Bio

Hu Mong Siem (Esther) connects with her clients through impactful storytelling. Hu acquired more than 700 clients over the past 11 years, and she especially credits her success to her ability to touch clients’ hearts’ with memorable stories. 
  • The Joy of Giving - Miliana Marten

The pandemic reminds us that life is fragile. Marten encourages you to experience the joy of giving through charitable planning. 

Speaker Bio

Miliana Marten, CFP, AEPP, became a financial advisor in 2004 and is the CEO and founder of Miliana & David Academy. She authored the book “The Burning Flame of a Champion'' and is recognized as an international speaker in the life insurance industry. Marten is very active on social media, utilizing the digital platform to spread her messages to insurance advisors as well as to boost her production. 
  • Don't Ask For Referrals - Janet N. Ng

One of the many challenges in the financial services profession is acquiring referrals. Ng shares subtle ways to generate referrals without asking for names.

Speaker Bio

Janet N. Ng, FChFP, CWP, began her successful career in the financial services industry in 2008. Her desire for continuous growth and optimization of her full potential led her to cross paths with several established organizations and individuals. In a hyper competitive world, she takes advantage of every opportunity to creatively and unconventionally differentiate herself.
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