• About
  • Join
  • Events
  • Resources
+1 847 692 6378

325 West Touhy Avenue 
Park Ridge, IL 60068 USA

Contact us

Helpful Links

  • For Companies
  • MDRT Store
  • MDRT Foundation
  • MDRT Academy
  • MDRT Center for Field Leadership
  • Media Room

MDRT Chapter Sites

  • Korea
  • Japan
  • Chinese Taiwan

Copyright 2025 Million Dollar Round Table®

DisclaimerPrivacy

Search

1 - 10of 592

Results: 592

Creating multi-generational financial security through legacy planning [Jo-An Darlene Chua]

Jo-An Darlene Chua

May 1, 2025

Creating multi-generational financial security through legacy planning

Jo-An Chua is dedicated to empowering Filipino families through strategic legacy planning. She guides multiple generations, from visionary business founders to their successors, in safeguarding their wealth and ensuring seamless transitions.

Flying lessons

Naomi Chua Yi-Shyan, ChFC

Nov 1, 20235 min

Flying lessons

Chua Yi-shyan applies airline cabin crew experience to being tactful with clients.
Navigating new horizons: Making the switch from air services to financial advisory [Naomi Chua]

Naomi Chua Yi-Shyan, ChFC

Jun 23, 20236 min

Navigating new horizons: Making the switch from air services to financial advisory

Drawing upon her unique experiences in the airline industry, Naomi Chua from Singapore has developed a solid foundation that contributes to her success as a financial advisor. Leveraging a combination of determination, adaptability and a passion for empowering individuals, she shares how she forged her path to professional fulfillment. 

Naomi Chua Yi-shyan, ChFC

Oct 17, 20194 min

Qualify for MDRT 50% faster with referrals

Naomi Chua, of Singapore, shares her method of getting referrals, which allows her to qualify for MDRT quicker and with less effort.

Naomi Chua Yi-shyan, ChFC

Aug 17, 20205 min

Making the best of video conferencing

Ideas for the right tech to use and getting clients to commit to the meeting.

Michael DePilla

Feb 17, 20206 min

Quick ideas to increase productivity and sales

12 ideas to show the value of insurance and streamline your sales cycle.

Michael DePilla

Jun 17, 20207 min

12 ideas to better client service

Get people to call back and get more referrals with these easy tips.
12 ideas to get your mind right, attract referrals and improve your marketing

Michael DePilla

Apr 20, 20228 min

12 ideas to get your mind right, attract referrals and improve your marketing

Members share 12 ideas for aligning with the clients' perspective, getting through unpleasant tasks, affordable gifts that look expensive and recommending the joy of giving.
Promoting charity and making miracles

Michael DePilla

Sep 1, 20248 min

Promoting charity and making miracles

11 ideas for engaging clients with charitable life insurance, savings accounts and the layers of financial management.

Antoinette Tuscano

Jan 8, 20202 min

Q&A: Naomi Chua Yi-shyan

Use referrals to grow your business.