第三届ICMF 执行主席致辞

张玉岗（Andrew），南京大学本硕毕业，2010年外派中兴通讯新加坡公司工作后定居于此，曾在通信、大宗商品和金融行业多家上市公司任职，积累了丰富的跨领域经验。

2018年，他创立新加坡信诺咨询集团，专注于为中国企业家和企业提供一站式跨境服务，包括企业出海战略、海外合规咨询、家庭身份规划、税务筹划及风险预警等。多年来，他带领团队服务超过500个企业家家庭和近千家出海企业，助力客户实现国际化转型，开启海外新篇章。

张律才先生是保持了18年的 Lifetime MDRT，有4年达成COT。他是马来西亚“全满贯十年冠军”销售高手、国际认证企业“100强”激励讲师。他也是在马来西亚唯一创下“一日一单”寿险业绩记录保持者，而且他不只是做一年、两年、三年，而是连续七年每天成交一件寿险新单，列入马来西亚记录大全。

那么他到底是如何做到的？让我們期待他的精彩分享，并为我们破解迈向成交一日一单的十大步骤！

魏建宏先生是TMC高级会员，美国财务规划师协会财务规划师 RFP，上海财经大学国际金融学院 特邀讲师，中国保险学会保险智库专家&副主任委员，福布斯中国“保险精英百强”铂金奖 六连冠，著有十万册畅销书籍《宏哥说法》。

魏先生将为我们分享主题是：蛇行天下蜕变升维，将带大家回顾中国经济发展路径，了解当下中国发展挑战及脱困之道，引领与会者蜕变升维，用数据属性、资产属性、资源属性加持保险营销。

孙毅教授是同济大学医学院干细胞中心主任，同时担任上海干细胞临床转化研究院执行院长，干细胞与再生医学国际联合研究中心执行主任，中国国家药监局细胞和基因治疗药物病毒载体技术研究与评价重点实验室副主任，神经生物学会（SfN）WIN分会理事，孙毅博士是俄罗斯工程院外籍院士，J Neurosci Res 期刊主编，Cells 期刊编委，美国加州大学洛杉矶分校（UCLA）终身教授。

孙毅教授团队的主要研究方向包括干细胞、神经修复、免疫分型与疾病、单细胞测序技术研发。此次孙教授将为与会者分享最新研究进展。

吕启彪先生1996年加入保险行业，从业29年，MDRT会龄25年，曾经连续签单776天成为洲际记录保持者，为超过8000名中国大陆客户提供了近百亿元保额风险保障，是全国知名的保险理财规划师。同时，吕先生也是中国大陆众多保险营销员心中的营销导师，在2018年美国洛杉矶MDRT大会上也成为第一位担任MDRT大会的华人讲师。著有《平凡中的不平凡》《创造6000个客户的秘密》等书籍。

吕老师将为我们分享中高端客户经营之道和持续达成MDRT的诀窍，29年的保险营销实践经历，以及对保险的无限热爱，让他在服务和经营中高端客户过程中总结了属于自己的经营方式和思路，对所有从业人员都是一种启发和激励。

韩纲先生1995年加入寿险行业，担任CMF冠军联盟会员发展主席，是TMC千万圆桌会员。获评中国保险行业十大最具影响力总监，MDRT百万圆桌TOT会员，连续五年福布斯中国百强保险精英，曾任浙江经视理财大赢家特邀嘉宾。韩纲先生管理一支3000多人的团队，主管450多人，是国内首屈一指的超大团队领导者。

韩纲先生将带领大家了解跨界思维的内涵和价值，以及如何将其应用于寿险营销。他同时将为大家介绍开拓企业家客户的实战技巧与成功案例，提升与会者对开拓企业家市场的信心。

Professor Sun Yi is the Director of the Stem Cell Center at Tongji University School of Medicine, as well as the Executive Director of the Shanghai Clinical Translational Research Institute for Stem Cells, the Executive Director of the International Joint Research Center for Stem Cells and Regenerative Medicine, the Deputy Director of the Key Laboratory for Research and Evaluation of Virus Vector Technology for Cell and Gene Therapy Drugs at the China National Medical Products Administration, and a member of the WIN Branch of the Society for Neurobiology (SfN). Dr. Sun Yi is a foreign academician of the Russian Academy of Engineering, the editor in chief of J Neurosci Res journal, an editorial board member of Cells journal, and a tenured professor at the University of California, Los Angeles (UCLA) in the United States.

The main research directions of Professor Sun Yi’s team include stem cells, neural repair, immune typing and disease, and the development of single-cell sequencing technology. Professor Sun will share the latest research progress with the attendees this time.

Zhang Yugang (Andrew), graduated from Nanjing University with a bachelor’s and master’s degree. After being sent to work at ZTE Singapore in 2010, he settled here and has worked for multiple listed companies in the communication, commodity, and financial industries, accumulating rich cross disciplinary experience.

In 2018, he founded Singapore Cino Consulting Group, which focuses on providing one-stop cross-border services for Chinese entrepreneurs and enterprises, including overseas strategy, overseas compliance consulting, family identity planning, tax planning, and risk warning. Over the years, he has led a team to serve more than 500 entrepreneurial families and nearly a thousand overseas enterprises, helping clients achieve international transformation and opening a new chapter overseas.

Mr. Wei Jianhong is a senior member of TMC, a Financial Planner RFP member of the American Institute of Financial Planners, a specially invited lecturer at the School of International Finance of Shanghai University of Finance and Economics, an expert and vice chairman of the Insurance Think Tank of the China Insurance Society, and has won six consecutive platinum awards in Forbes China’s “Top 100 Insurance Elites”. He has authored a best-selling book of 100000 copies, “The Hongge Theory”.

Mr. Wei will share with us the theme of “Snake Roaring the World, Transforming and Upgrading”. He will take everyone to review the path of China’s economic development, understand the current challenges and ways to overcome difficulties in China’s development, lead the attendees to transform and upgrade, and use data attributes, asset attributes, and resource attributes to enhance insurance marketing.

Steven Tiw has maintained a Lifetime MDRT for 18 years and achieved COT for 4 years. He is a sales expert of Malaysia’s “Grand Slam Ten Year Champion” and an incentive lecturer for the “Top 100” international certified enterprises. He is also the only person in Malaysia to set a record for “one life insurance policy per day” performance, and he has not only been doing it for one, two, or three years, but has also been trading one new life insurance policy per day for seven consecutive years, listed in the Malaysian record book.

So how did he actually do it? Let’s look forward to his wonderful sharing and help us decipher the ten steps towards making a daily deal!

Mr. Lyu Qibiao joined the insurance industry in 1996 with 29 years of experience and 25 years of MDRT experience. He once signed bills for 776 consecutive days and became the holder of the intercontinental record. He has provided nearly 10 billion yuan of insured risk protection for more than 8000 customers in Chinese Mainland. He is a well-known insurance financial planner in China. At the same time, Mr. Lyu is also the marketing mentor of many insurance marketers in Chinese Mainland, and became the first Chinese lecturer at the MDRT Conference in Los Angeles in 2018. He has written books such as “The Extraordinary in the Ordinary” and “The Secret to Creating 6000 Customers”.

Mr. Lyu will share with us the management methods of mid to high end customers and the secrets to achieving MDRT, 29 years of insurance marketing practice experience, and unlimited love for insurance. Through serving and managing mid to high end customers, he has summarized his own business methods and ideas, which is an inspiration and motivation for all practitioners.

Mr. Han Gang joined the life insurance industry in 1995 and served as the Chairman of CMF Champion Alliance Member Development. He is also a member of TMC Million Round Table. Awarded as one of the top ten most influential directors in the Chinese insurance industry, a member of MDRT Million Round Table TOT, and one of Forbes China’s top 100 insurance elites for five consecutive years. Formerly served as a special guest for the Zhejiang Jingshi Wealth Management Big Winner. Mr. Han Gang manages a team of over 3000 people and oversees over 450 individuals, making him one of the leading leaders of a super large team in China.

Mr. Han Gang will lead everyone to understand the connotation and value of cross-border thinking, as well as how to apply it to life insurance marketing. He will also introduce practical skills and successful cases for developing entrepreneurial clients, enhancing the participants’ confidence in expanding the entrepreneurial market.

吴祖华Joey来自新加坡，是一名从业12年的保险理财顾问。过去几年，她的年收入从20万新币增长了6倍多，而AI和自媒体在这个过程中起到了关键作用。

Joey将为大家分享AI如何提工作效率。以前，需要花大量时间做市场分析、客户筛选和方案制定，而现在，AI工具可以快速分析客户需求，优化方案，把更多时间用在高价值的客户沟通上。同时，自动化系统也让客户管理变得更加高效，减少了繁琐的日常工作。

同时，Joey将介绍她如何通过自媒体建立个人IP，提升影响力。通过社交媒体、短视频和文章分享，不断输出专业内容，建立信任，让更多客户主动找到她，扩大了客户群体，还提高了成交率。

Joey认为，在这个数字化时代，理财顾问不能只是埋头做业务，而要学会借助AI和自媒体，让自己成为“被选择的人”。懂得利用这些工具，我们可以提高生产力，持续增长业绩，更轻松且长久服务客户！

陈学旅 先生，现年59岁，担任集团负责泰国、新加坡、文莱、马来西亚、柬埔寨和缅甸业务的区域首席执行官。他是集团内多家公司的董事，并且是全球亚洲保险合作伙伴（GAIP）咨询委员会的关键成员。陈先生曾于2016至2019年担任友邦保险泰国分公司的首席执行官，2015年担任集团首席风险官，2011至2015年担任友邦保险新加坡分公司的首席执行官。

在加入集团之前，陈先生曾担任大东方人寿新加坡的首席执行官。加入大东方人寿之前，陈先生曾是新加坡金融管理局（MAS）保险部的主管。自2005年以来，陈先生在寿险行业中发挥了积极作用。他曾担任多个职务，包括：2010至2013年担任新加坡寿险协会（LIA）会长，2011至2013年担任新加坡保险学院副主席，以及2017至2018年担任泰国寿险协会副会长。他还曾是金融行业争议解决中心有限公司的董事会成员，任期为2008至2015年。

Kim来自韩国。他曾任多个节目和活动的导演。近年来，他致力于帮助选秀节目落选者再次重返舞台——通过二次元的形式，让观众改变刻板印象，真正去聆听和感受艺人的才能。2023-2024年，他带领团队打造的演出，囊括了真实和虚拟艺术家，门票秒光，获得了极大关注，帮助这些艺人再次赢得了关注，给了他们多一次人生的机会。

庄盛智先生在保险行业服务31年，培养1000多位业务伙伴。他是LIMRA人寿经营管理学会MSS、AMTC、FMS、PMW认证管理师、授权训练师，GAMA国际保险经理人协会认证管理师、授权训练师。荣获GAMA优质奖、TOT、MDRT、CIA500、IDA等多项行业奖励。著有《e网前进》、《TEAMWORK》、《大单》等著作。

庄先生将为我们分享，他在31年的职业生涯中，体悟到人生只有一件事：活好，以及如何打造“我好、人好、世界好”的美好人生，实现“一起好、一起老、一起活好”的美满人生！他认为，保险不仅是一份事业，更是一份传递爱的天使。我们的价值是帮助客户，在生老病死残、鳏寡孤独时，带走担心，留下确定结果，更是保險人应必备的责任与使命。因为我们是“爱的守护者，生命的延续者”。

汤兰花，1951年出生于台湾嘉义县阿里山乡阿里山来吉村邹，本名优路娜娜·丹妮芙，Tang Lan-Hua，是国际知名艺人、女演员。

汤兰花的一生，跌宕起伏。19岁的汤兰花首次出演了电影《负心的人》，并唱主题曲，凭此片荣获了亚洲影展最受欢迎新人奖，迅速走红港台、风靡东南亚，一出道即巅峰。

25岁时，汤兰花下嫁给非富非贵、资质平平的应家东。但他却把妻子当成提款机，欠下了巨债，抛下妻儿跑路。被债主逼的走投无路的汤兰花，只得远走国外避难。

1979年，经历人生变故的汤兰花，越挫越勇，她整装出发，辗转于香港、东南亚登台演出。

跌倒了爬起来，用积累的智慧和自带的豁达，再次的扬帆起航，她吐气如兰，自信而开朗，70岁仍单身的汤兰花，已赚得上亿的身家。

汤兰花将为大家带来演讲：人生没有不可能。

孙震斌先生1998年加入理财行业，多年来帮助超过300家企业进行财务规划，是一位认证资产规划师。荣获亚洲诚信企业家大奖、世界杰出名人榜非凡企业家获奖人，马来西亚星洲日报楷模成就奖，金石堂畅销书作者。著有《我不是冠军》、《最后钱不见了》等书籍。

孙先生将为我们分享自己因为相信和坚持，创造奇迹的故事，并将总结他多年来为企业进行财务规划得出的经验，为企业家带来家族传承的理念和技巧，帮助企业家建立正确的传承理念，理解留下的不止是金钱，而是一种精神，传承思想比金钱更重要。

卓南龙先生来自泰国，是泰国国立法政大学荣誉管理学博士。他在寿险行业工作28年，14次达成MDRT，10次COT，3次TOT。

卓南龙先生将为大家分享，做“人寿保险代理人”是一个困难的职业，因为在这里每个人都对自己负责。作为一名保险代理人，你没有上级来管理你的工作，在困难时期，你也可能没有人鼓励你。因此，纪律在这个领域非常重要，而纪律植根于良好的人格。我相信一个好的个性来自于有足够的动力、信念和意图去尽力完成某事，而这些特征来自于有一个明确的目标。这就是为什么我们有“梦想”是如此重要。这堂课的内容是我从28年的人寿保险代理人经验中总结出的个人哲学和信仰，旨在为任何试图在这一领域取得成功的人提供资源和灵感，以控制自己的命运，并与亲人分享他们的成功。

Mr. Chuang Sheng Chih has been serving in the insurance industry for 31 years and has trained over 1000 agents. He is a certified manager and authorized trainer of LIMRA MSS, AMTC, FMS, PMW, and GAMA. Won multiple industry awards such as GAMA Quality Award, TOT, MDRT, CIA500, IDA, etc. He has written works such as “Advancing on the E-Net”, “TEAMWORK”, and “Big Orders”.

Mr. Chuang will share with us that in his 31 year career, he has come to realize that there is only one thing in life: to live well, and how to create a beautiful life of “I am good, people are good, and the world is good”, to achieve a happy life of “being good together, aging together, and living well together”! He believes that insurance is not only a career, but also an angel that spreads love.

Our value is to help customers take away their worries and leave a definite result when they are old, sick, disabled, widowed or lonely. It is also a necessary responsibility and mission for insurers. Because we are the guardians of love and the inheritors of life.

Kim is from South Korea. He has served as a director for multiple programs and events. In recent years, he has been committed to helping the losers of talent shows return to the stage again – through the anime form, let the audience change their stereotype and really listen to and feel the talent of artists. In 2023-2024, he led a team to create performances that included both real and virtual artists, with tickets shining in seconds, gaining great attention and helping these artists regain attention, giving them another chance in life.

Tang Lanhua, born in 1951 in Zou, Laiji Village, Alishan Township, Chiayi County, Taiwan, is an internationally renowned artist and actress. Her real name is Yulunana Danifu and Tang Lan Hua.

Tang Lanhua’s life was full of ups and downs. At the age of 19, Tang Lanhua made her debut in the movie “The Untamed Man” and sang the theme song. With this film, she won the Most Popular Newcomer Award at the Asian Film Festival and quickly became popular in Hong Kong, Taiwan, and Southeast Asia, reaching her peak in her debut.

At the age of 25, Tang Lanhua married Ying Jiadong, who was not wealthy and had average qualifications. But he treated his wife like an ATM, owed a huge debt, and left his wife and children behind to run away. Tang Lanhua, who was cornered by creditors, had to flee abroad for refuge.

In 1979, Tang Lanhua, who had gone through life’s ups and downs, became more and more brave. She set off in full gear and performed on stage in Hong Kong and Southeast Asia.

Falling down and getting up, with accumulated wisdom and her own broad mindedness, she set sail again. She exhales like a orchid, confident and cheerful. Tang Lanhua, who is still single at the age of 70, has earned a fortune of over a billion yuan.

Tang Lanhua will give a speech: Life is impossible.

Mr. Jenn Pinn Soon joined the wealth management industry in 1998 and has helped over 300 companies with financial planning over the years. He is a certified asset planner. Winner of the Asia Integrity Entrepreneur Award, Outstanding Entrepreneur Award on the World Celebrity List, Model Achievement Award from Malaysia’s Sing Tao Daily, and Best Seller Author at Jinshitang. He has written books such as’ I Am Not a Champion ‘and’ The Last Money Gone ‘.

Mr. Soon will share with us his story of creating miracles through faith and perseverance, and summarize his experience in financial planning for enterprises over the years. He will bring the concept and skills of family inheritance to entrepreneurs, help them establish the correct inheritance concept, and understand that what is left is not just money, but a spirit. Inheriting ideas is more important than money.

Dr. Boonchai Tohsuwanwanich is from Thailand and holds an honorary doctorate in management from the National University of Thailand. He has worked in the life insurance industry for 28 years, achieving MDRT 14 times, COT 10 times, and TOT 3 times.

Dr. Boonchai Tohsuwanwanich will share with us that being a “life insurance agent” is a difficult profession because everyone here is responsible for themselves. As an insurance agent, you may not have a superior to manage your work, and during difficult times, you may not have anyone to encourage you. Therefore, discipline is very important in this field, and discipline is rooted in a good personality. He believe that a good personality comes from having sufficient motivation, beliefs, and intentions to do one’s best to accomplish something, and these traits come from having a clear goal. That’s why having ‘dreams’ is so important. The content of this class is my personal philosophy and beliefs summarized from 28 years of experience as a life insurance agent, aimed at providing resources and inspiration for anyone attempting to succeed in this field to control their own destiny and share their success with their loved ones.

Remus 致力于举办亚洲越野拉力赛 (AXCR)连续29年，为亚洲人提供更轻松的机会参加国际级别的赛车比赛。他将分享如何帮助残疾人重拾梦想16年成为冠军。

李文平先生是高级业务总监，专注于中国市场团队共有190人。任是国民高级理财规划师、认证高净值服务导师、全球百万美元圆桌会议 TOT 的顶级成员，以及中国保险营销精英联盟精英会员。

李文平先生的分享主题为“TOT之道—人寿保险管理之道》。他会讲这个过程打造可复制、规模化的精英团队，如何凝聚公益力量，触及更多生命，从对销售的精心培育对文化共情管理。

Mr. Li Wenping is a senior business director with a deep focus on the Chinese market and a total team of 190 people. Ren is a national senior financial planner, certified high net worth service mentor, a top member of the Global Million Dollar Roundtable TOT, and an elite member of the China Insurance Marketing Elite Alliance.

Mr. Li Wenping will share the theme of “The Way to TOT – The Way of Life Insurance Management”. He will talk about the process of building a replicable and large-scale elite team, as well as how to gather public welfare forces to reach more lives, from the meticulous cultivation of sales to the cultural empathy of management.

Remus is committed to hosting the Asian Off Road Rally (AXCR) for 29 consecutive years, providing Asians with an easier opportunity to participate in international level racing competitions. He will share how to help a disabled person regain their dream of becoming a champion in 16 years.

托尼·戈登 (Tony Gordon) 是金融服务界最知名的人物之一。

2001 年，他成为第一位来自北美以外的百万圆桌会长，并曾担任百万圆桌会顶尖会员主席和英国保险代理人协会会长。

作为一名演讲者，他曾在56个国家发表过演讲。

他是畅销书《It Can Only Get Better》的作者，该书讲述了托尼的销售成功之路。

这位拥有 55 年金融服务行业经验的资深人士，已担任 MDRT 会员 47 年，并担任顶级会员 46 年。在 MDRT 委托撰写的《史上最伟大的保险故事》一书中，他被评为 12 位杰出人寿保险销售人员之一。

如今，托尼已经退休，或者用他更喜欢的说法是“重新规划”，他将时间集中在指导其他顾问、演讲、照顾他的其他商业利益以及宠爱他的五个孙子孙女上。

如需了解更多信息，请联系 Tony Gordon 或 Mel Georghiou，电话：+44 (0) 117 9741177，或发送电子邮件至 [email protected] 或 [email protected]

怀特先生在大学期间学习了新闻学和金融服务，并于1981年获得了特许人寿保险师（CLU）资格，1986年获得了特许金融顾问（ChFC）资格，1994年获得了认可遗产规划师（AEP）称号。他是佛罗里达州斯图尔特市 Treasure Coast Financial 的创始人。在经营公司25年后，他将其业务交给继任者，专注于他热爱的写作、演讲和教学事业。

怀特先生和他的妻子格蕾丝已携手走过48年，他们育有一对双胞胎女儿——悉尼和雷根，目前就读于佛罗里达州杰克逊维尔的北佛罗里达大学。他备受赞誉的广播节目《上帝的财富》（God’s Money）在 WAY-FM 网络上播放了25年。

怀特先生是屡获殊荣的书籍《Always End with the Beginning in Mind: How Firms Remain Great After the Founder Exits》（2021年）的作者，还出版了两本有声书：《Building a Great Business》（2001年）和《Legacy Planning》（1998年）。其中，《Always End…》荣获2021年度企业小型商业类图书奖，并在2021年秋季获得了Speak-Up Radio的 Firebird Award 大奖。

作为享誉全球的演讲家，怀特先生曾在30多个国家发表演讲，包括在2000年旧金山MDRT年会新成员专场、2014年多伦多MDRT年会主舞台、2020年MDRT虚拟年会，以及其他全球重要会议上的主题演讲。

自2006年以来，他一直担任 Love Without Boundaries Foundation 董事会成员（包括曾任董事长），这是一家致力于帮助亚洲孤儿和弱势儿童的非营利组织（官网：www.lovewithoutboundaries.com）。怀特先生还拥有全球仅不到50人获得的荣誉——“Legion of Honor Excalibur Knight”称号，并曾是百万圆桌基金会（MDRT Foundation）的受托人。他还是马丁县遗产规划委员会的前主席，当地捐赠规划委员会的成员，金融服务专业人士协会的资深会员，以及马丁县领导力课程（1996届）的毕业生。

怀特先生酷爱高尔夫、骑行、滑雪，也是一个热衷阅读的书迷。他的个人网站是：www.Donaldfwhite.com。