MDRT

Our mission

To be a valued, member-driven, international network of leading insurance and investment financial services professionals/advisors who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

MDRT Family of Brands

No matter where you are in your career or where you want to go next, the MDRT Family of Brands is for you. For up-and-coming advisors, we have the MDRT Academy. For field and home office leaders, we have the MDRT Center for Field Leadership. And for top performers across the profession, we have MDRT.

MDRT Academy

The MDRT Academy is an association for financial professionals who want next-level knowledge as they strive to reach MDRT-level production.

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MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

Become a member

MDRT Center for Field Leadership

The MDRT Center for Field Leadership helps field and home office leaders continue on a journey to be their very best — for themselves, their teams and their businesses.

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2025 Executive Committee

MDRT is governed by a five-member Executive Committee duly elected each year by the MDRT membership.

Executive Committee Press Releases

Carol Kheng, ChFC

President

Carol Kheng, ChFC, is the 2025 President of MDRT. She is a 27-year MDRT member with five Court of the Table and four Top of the Table qualifications. Kheng has served in multiple roles on the MDRT Executive Committee since 2022. She previously served as Divisional Vice President for Global Conference Program General Arrangements in 2019 and for MDRT’s Member Resources–Practice Management Division in 2009. Kheng also has served on the Board of Trustees of the MDRT Foundation, for which she is a Diamond Knight. Kheng is a master financial consultant with Prudential Assurance Company Singapore, where she was the founding member and chairperson of its MDRT Club.

Gregory B. Gagne, ChFC

Immediate Past President

Gregory B. Gagne, ChFC, is the 2025 Immediate Past President of MDRT. He is a 26-year MDRT member with 21 Court of the Table and 17 Top of the Table qualifications. Gagne has served in multiple roles on the MDRT Executive Committee since 2021. He previously served as Top of the Table Global Council Member and Advisory Board Chair in 2020 and as Program Development Division Global Council Member in 2019. He also has served on the Board of Trustees of the MDRT Foundation, for which he is an Excalibur Knight and a member of its Inner Circle Society. Gagne is the founder of Affinity Investment Group LLC, which provides wealth management and distribution-planning services.

John F. Nichols, MSM, CLU

First Vice President

John F. Nichols, MSM, CLU, is the 2025 First Vice President of MDRT. He is a 25-year MDRT member with 20 Court of the Table and 18 Top of the Table qualifications. Nichols served as Global Council Member of MDRT’s Membership Division in 2020 and Chair of its Bylaws and Ethics Committee in 2019. In 2022, he served as President of the MDRT Foundation, for which he is a Royal Order Excalibur Knight and a member of its Inner Circle Society. Nichols is the founder of Nichols Consulting LLC, a nationally recognized disability insurance benefits practice.

Clay Gillespie, CFP, CLU

Second Vice President

Clay Gillespie, CFP, CLU, is the 2025 Second Vice President of MDRT. He is a 24-year MDRT member with 22 Court of the Table and 21 Top of the Table qualifications. An Excalibur Knight of the MDRT Foundation, Gillespie served as Global Council Member of MDRT’s Finance Division in 2023 and as Top of the Table Global Council Member and Advisory Board Chair in 2019. He was Captain of the 2015 MDRT Annual Meeting Focus Sessions Committee and has served as Chair of several committees in the Top of the Table Division. Gillespie is a financial advisor, portfolio manager and managing director with RGF Integrated Wealth Management.

Aurora L. Tancock, CFP, FLMI

Secretary

Aurora L. Tancock, CFP, FLMI, is the 2025 Secretary of MDRT. She is a 24-year MDRT member with 14 Court of the Table and five Top of the Table qualifications. Tancock served as Chair of the Focus Sessions Committee for the 2023 MDRT Global Conference and as Global Council Member for MDRT’s Finance Division in 2020. She also has served on the Board of Trustees of the MDRT Foundation, for which she is a Diamond Knight and a member of its Inner Circle Society. Tancock is the founder of Aurora Tancock Financial Services Inc.

Past Presidents

Our history

MDRT was founded in 1927 by 32 extraordinary life insurance producers, each of whom had placed at least USD 1 million of life insurance protection into their communities. They dreamed of a forum dedicated to fostering a high-standard, professional approach to life insurance sales and service. Founded on the belief that growth is a result of exchanging ideas, the concept was: "To receive, individuals must give."

Out of this dream, emerged MDRT — an international, independent association that represents the world's best financial services professionals.