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所列的传译语言场次分配都为暂定。  英语是 2023 年全球会议的官方语言。百万圆桌将为主场会议演讲和特定焦点会议提供同声传译服务（当至少 50 名注册会员要求用同一种语言进行传译时）。有关传译场次选项的最终决定将于 7 月 11 日后公布。

John F. Nichols, MSM, CLU

Naples
,
FL
,
United States
入会总年份：
25
内阁会员荣誉：
20
顶尖会员荣誉：
18

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.

John F. Nichols，MSM、CLU 将出任 2025 年度百万圆桌第一副会长。他拥有 25 年百万圆桌会龄，20 次获得内阁会员资格，18 次获得顶尖会员资格。Nichols 曾在 2020 年担任百万圆桌会员分会的全球理事会成员，也是 2019 年章程和道德委员会的主席。2022 年，他成为了百万圆桌基金会会长兼“皇家勋章神剑骑士”，也是核心集团的成员。Nichols 是 Nichols Consulting LLC 的创始人；该公司是全国认可的伤残保险福利企业。

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Incoming Presidential Address

新任会长致辞

John F. Nichols, MSM, CLU
会议类型：
主场会议
演讲语言：
英语
会议日期：
开始时间：
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演讲语言:
英语
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内容分类:

Get to know 2026 MDRT President John F. Nichols, MSM, CLU.

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认识 2026 年度百万圆桌会长 John F. Nichols，MSM、CLU

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Simon D. Lister, DipPFS

Norfolk
,
,
United Kingdom
入会总年份：
18
内阁会员荣誉：
18
顶尖会员荣誉：
15

Simon D. Lister, Dip PFS, is the 2025 Nominee of MDRT. In 2021, he served as Global Council Member and Advisory Board Chair of the Top of the Table Division and currently serves as Global Council Member of the Annual Meeting Program Development Division. He also served as Area Chair of the Membership Communications Division. He is a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. Lister is an independent financial planner and managing director with ML Financial Associates, where he specializes in retirement planning.

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Simon D. Lister，Dip PFS 是 2025 年百万圆桌获提名人。2021 年，他曾担任顶尖会员分会全球理事会成员及顾问委员会主席，目前则担任年会日程起草部门的全球理事会成员。他也曾担任会员交流委员会分会区域主席。他也是百万圆桌基金会的“白金骑士”和核心集团的成员。Lister 是一名独立理财规划师兼 ML Financial Associates 的董事总经理，擅长退休规划工作。

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Nominee Acceptance Speech

获提名人任命致辞

Simon D. Lister, DipPFS
会议类型：
主场会议
演讲语言：
英语
会议日期：
开始时间：
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演讲语言:
英语
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内容分类:

Simon D. Lister, Dip PFS, formally accepts the nomination to become the newest member of the Executive Committee.

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Alessandro M. Forte, CFP, FCII

Yorkshire
,
,
United Kingdom
入会总年份：
27
内阁会员荣誉：
27
顶尖会员荣誉：
27

Alessandro M. Forte, CFP, FCII, is one of the world’s top financial advisors — by production, qualification and compliance standards. He has spoken in 92 countries, is the author of the international bestseller “Dare to be Different” (published in eight languages) and has helped raise more than USD 24 million for numerous charities. He also currently serves as the MDRT Foundation President. 

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根据业绩、资格和合规标准来判断，Alessandro M. Forte，CFP、FCII 是世上最顶尖的理财顾问之一。他曾在 92 个国家/地区发表演讲，是国际畅销书《敢于与众不同》(Dare to be Different)（曾以八种语言出版）的作者，并曾帮助多个慈善机构筹得超 2,400 万美元的善款。他也是现任百万圆桌基金会会长。 

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MDRT Foundation

百万圆桌基金会

Alessandro M. Forte, CFP, FCII
会议类型：
主场会议
演讲语言：
英语
会议日期：
开始时间：
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演讲语言:
英语
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内容分类:

Forte, the MDRT Foundation President, shares how the Foundation makes an impact around the world by supporting charities and issues that MDRT members care about. Learn how you can volunteer, donate and apply for a grant for an organization close to your heart.

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百万圆桌基金会会长 Forte 将进行分享，介绍基金会如何通过支持百万圆桌会员所关心的慈善机构和议题，在世界各地发挥影响力。了解您如何成为志愿者和捐款助人，以及为您心怀的组织申请资助金。

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Carol Kheng, CHFC

Singapore
,
,
Singapore
入会总年份：
27
内阁会员荣誉：
5
顶尖会员荣誉：
4

Carol Kheng, ChFC, is the 2025 President of MDRT. 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.

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Carol Kheng，ChFC 是 2025 年度百万圆桌会长。自 2022 年起，Kheng 曾在百万圆桌执行委员会担任多个岗位。她曾在 2019 年任职全球会议项目统筹委员会分副会长，并曾于 2009 年任职百万圆桌会员资源经营管理分会的分副会长。Kheng 还曾加入百万圆桌基金会的受托人董事会，也是百万圆桌基金会的钻石骑士。Kheng 是新加坡 Prudential Assurance Company 的资深理财顾问，也是该公司百万圆桌俱乐部的创会成员兼主席。

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Presidential Address

会长致辞

Carol Kheng, CHFC
会议类型：
主场会议
演讲语言：
英语
会议日期：
开始时间：
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演讲语言:
英语
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内容分类:

Carol Kheng, ChFC, makes her 2025 Presidential Address.

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Carol Kheng，ChFC 发表 2025 年度会长致辞。

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Ian Green DipPFS, Randy L. Scritchfield CFP, LUTCF, Peggy Tsai RFP, CCFP

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,
入会总年份：
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顶尖会员荣誉：

Ian Green, Dip PFS, was the 2021 MDRT President and 2017 Top of the Table Global Council Member and Advisory Board Chair. He runs a family-owned financial planning firm and, as an advocate of the Whole Person concept, attributes much of his success to what he learns from MDRT.

Randy L. Scritchfield, CFP, LUTCF, was the 2022 MDRT President. He is also an MDRT Foundation Excalibur Knight, a member of its Inner Circle Society and has served on its Board of Trustees. Scritchfield is founder and president of Montgomery Financial Group, a retirement planning firm. His extensive MDRT volunteer history includes serving on MDRT’s Management Council six times and as a Committee Chair nine times. Among his leadership roles, Scritchfield has served as Top of the Table Divisional Vice President and Advisory Board Chair and Divisional Vice President of Annual Meeting Program Development. Scritchfield has also spoken at numerous MDRT Annual Meetings and Top of the Table Annual Meetings, as well as internationally on behalf of MDRT.

Peggy Tsai, RFP, CCFP, served as the 2023 MDRT President and is a Diamond Knight of the MDRT Foundation and a member of its Inner Circle Society. Tsai, an advisor with Shin Kong Life Insurance Co., has won the award for No. 1 sales achievement in her company for seven consecutive years. Tsai has held numerous volunteer leadership positions for MDRT, including Divisional Vice President of Membership Communications Committee (MCC) Division 2, MCC Region Chair and MCC Zone Chair. Tsai has also volunteered in several capacities for MDRT’s meetings and has presented at the MDRT Annual Meeting. In addition to her MDRT involvement, Tsai has spoken to numerous audiences of financial professionals and has contributed to industry publications in her region.

Ian Green，Dip PFS 曾任 2021 年百万圆桌会长，以及 2017 年顶尖会员全球理事会成员兼顾问委员会主席。他经营着一家家族式理财规划公司，作为全人理念的倡导者，他将自身成功归功于在百万圆桌的所学。

Randy L. Scritchfield，CFP、LUTCF，是 2022  年度百万圆桌会长。他也是百万圆桌基金会的“神剑骑士”、核心集团成员，并曾任职于受托人董事会。Scritchfield 是退休规划公司 Montgomery  Financial Group 的创始人兼总裁。他丰富的百万圆桌志愿者经历包括 6 次服务于百万圆桌理事会，以及 9  次担任委员会主席。在其担任过的领导职位中，Scritchfield  担任过顶尖会员分副会长和顾问委员会主席，以及年会日程起草委员会分副会长。Scritchfield  还在百万圆桌年会和顶尖会员年会上多次发表演讲，并且代表百万圆桌多次在海外发表演讲。

Peggy Tsai，RFP、CCFP，曾任 2023 年度百万圆桌会长，如今是百万圆桌基金会的“钻石骑士”兼核心集团成员。Tsai 是 Shin Kong Life Insurance Co. 的顾问，她连续七年因在公司销售业绩排名中位列第一而受到嘉奖。Tsai 在百万圆桌担任过多个志愿者领导职位，包括：会员交流委员会 (MCC) 第二分会的分副会长、MCC 分区主席以及 MCC 分会主席。此外，Tsai 还自愿为百万圆桌会议的多个方面提供服务，并曾在百万圆桌年会上演讲。除了在百万圆桌的工作与付出，Tsai 还与许多金融专业人士沟通交流，并且在她所在地区促成了行业刊物的出版。

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Ian Green DipPFS, Randy L. Scritchfield CFP, LUTCF, Peggy Tsai RFP, CCFP
会议类型：
主场会议
演讲语言：
英语
会议日期：
开始时间：
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演讲语言:
英语
普通话
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内容分类:

Andrew Ang, ChFC, CIAM, Japheth Chong, Joie Lim, ChFC, AEP, Subhas Nathan

,
,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Andrew Ang, ChFC, CIAM, is a seasoned financial services professional and agency leader with Prudential Assurance Company. He specializes in wealth management, financial planning, estate planning and team leadership. He has received awards for his work and holds an advanced diploma in wealth management.

Japheth Chong, is a financial services director with the Eminence Group, co-leading a group of 200 advisors and junior leaders. Chong specializes in branding and coaching Gen Z advisors. He has received numerous awards, including StarClub qualifications and Multi-Million Dollar Agency. He holds a degree in business management from Singapore Management University.

Joie Lim, ChFC, AEPP, is the group director of Luminance, which consistently ranks among the top groups in her company, achieving the Multi-Million Dollar Agency and Multi-Million Dollar Group awards yearly.  She co-authored a book with top financial services leaders, contributing her valuable insights on female leadership and building a learning organization.

Subhas Nathan is a senior financial services director with Prudential Assurance Company. He leads the Eminence Group, which has more than 200 advisors. Nathan specializes in uniting the organization and motivating each advisor to high levels of performance. He has a Bachelor of Science in physics and has received multiple Million Dollar and Multi-Million Dollar Agency awards.

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MDRT Center Speaks: Agency building from Gen Z to an MDRT culture

Andrew Ang, ChFC, CIAM, Japheth Chong, Joie Lim, ChFC, AEP, Subhas Nathan
会议类型：
全球服务
演讲语言：
英语
会议日期：
2025 年 8 月 26 日（星期二）
开始时间：
13:30
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演讲语言:
英语
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内容分类:

Attract Gen Z advisors, build an MDRT culture of learning and master your time management with the strategies shared in this rapid-fire session. Four MDRT Center members, with decades of combined leadership experience, share easy-to-implement strategies for agency and home office leaders.

Kim Pong Lim, Shuk Ping Joyce Wu, Steven Yam, CIAM, ChFC, Cheng Huann Yeoh, ChFC, CIAM

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,
入会总年份：
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顶尖会员荣誉：

Kim Pong Lim, a global partner of SoundWave Global, is the CEO and founder of StrengthsAsia. As a coach, speaker and LEGO Serious Play facilitator, Lim is on a mission to teach people how to connect meaningfully with others. He is the master trainer for SoundWave and the first of 20 Gallup-Certified strengths coaches in the world.

Shuk Ping Joyce Wu is a branch manager with AIA International Lted. She has worked in financial services for 17 years and has been a leader for nine years. Her agency specializes in protection and retirement planning. Wu has a bachelor’s degree in translation from the Chinese University of Hong Kong and was the recipient of the Distinguished Salesperson Award in 2015.

Steven Yam, CIAM, ChFC, is an agency leader with 41 years of experience in the profession. He is an MDRT Quarter Century member and has won numerous awards throughout his career. He has helped other leaders develop their own personal mastery, enabling them to impart their knowledge and skills to their teams. He has coached agency leaders and top producers to have breakthroughs in their performance.

Cheng Huann Yeoh, ChFC, CLU, is a senior director with Great Eastern Life. He has been in the financial services profession since 2010 and in leadership since 2015. With more than 10 years of experience as a practitioner and trainer, Yeoh specializes in training, performance management and leadership development.

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Panel discussion: Every advisor can be MDRT

Kim Pong Lim, Shuk Ping Joyce Wu, Steven Yam, CIAM, ChFC, Cheng Huann Yeoh, ChFC, CIAM
会议类型：
全球服务
演讲语言：
英语
会议日期：
2025 年 8 月 25 日（星期一）
开始时间：
13:30
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演讲语言:
英语
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内容分类:

Three MDRT Center members share their experiences of helping their advisors achieve MDRT. Discover how to build an MDRT culture, understand motivations that propel advisors to higher production levels and develop a system that keeps advisors achieving year after year.

Chan Ching Laam Natalie, Chiu Sze Yuet Jessie, Hong Chun Po Bo Bo

Quarry Bay
,
Hong Kong
,
China
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Chan Ching Laam Natalie is a director of wealth management with more than eight years of experience in financial services. She is the recipient of Hong Kong's Silver Award for Best Financial Planner in 2017, multiple Hong Kong QAA Quality Consultant Awards, and the Gold, Silver and Bronze International Dragon Awards. She also served on MDRT’s Membership Communications Committee as Chair for Hong Kong and Macau from 2018 through 2021.

Chiu Sze Yuet Jessie is executive director of wealth management and a certified life risk planner. She holds a master’s degree in human resources management and has eight years of experience in financial services. She won the 53rd Outstanding Salesperson Award, Hong Kong’s Outstanding Young Insurance Professional in 2020, Quality Consultant Award and Best Recruitment Award among many others.

Hong Chun Po Bo Bo is a sales manager and team lead at FWD Life Insurance Co. Ltd., specializing in all protection-oriented insurance products. She has 21 years of experience in the financial services profession, working exclusively for the same company.

Chan Ching Laam Natalie，财富管理总监，从业时间超过8年；2017年荣获全港最佳财务策划师银奖；多次荣获香港QAA优质顾问大奖和国际龙奖金龙银龙及铜龙奖；百万圆桌会议会员联络交流委员会，2018-2021年 MCC HK&MACAU

Chiu Sze Yuet Jessie，人生风险规划师，财富管理执行总监，8年从业经验，人力资源管理硕士学历。获得第53届杰出推销员大奖，香港保险业2020年度杰出青年保险专才，连续7年国际龙奖，保险业优质顾问大奖，GAMA管理发展与卓越奖和最佳招募奖，亚太区寿险理财大奖。

Hong Chun Po Bo  Bo，香港富卫人寿保险有限公司营业经理，目前带领一个团队。从2003年入行至今已在保险业发展了21年，一直都在同一间公司为客户提供服务，擅长所有保障型产品。

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Panel discussion: Inheritance and innovation in insurance

保险的传承与创新

Chan Ching Laam Natalie, Chiu Sze Yuet Jessie, Hong Chun Po Bo Bo
会议类型：
焦点会议
演讲语言：
普通话
会议日期：
2025 年 8 月 25 日（星期一）
开始时间：
15:00
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演讲语言:
普通话
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内容分类:
经营管理

Want to know how both seasoned and emerging insurance professionals are elevating client service standards? Three MDRT members provide strategies for blending traditional values with cutting-edge technology and sophisticated approaches for cultivating high-net-worth client relationships.

探讨新旧两代保险人的服务升级之道，分享传统价值与创新科技的融合，掌握高端客户深耕策略。

Leung Yu Ying, Tai Wing Keung

Hong Kong
,
Hong Kong
,
China
入会总年份：
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Leung Yu Ying has 12 years of experience in the financial services profession and currently works at AIA International Ltd. She was awarded the Top 10 of the 2024 Greater Bay Area Performers Open Competition and won second place in the 2022 Hong Kong Outstanding Customer Service Individual Award, Field Service category. She has also completed the City University of Hong Kong (creative media) 2023 Mindfulness Facilitator Training Program.

Tai Wing Keung serves as regional director at FWD Life Insurance Co. (Bermuda) Ltd. and holds a bachelor's degree in economics and finance. With more than a decade of experience in the financial sector, he is also a licensed representative with the Hong Kong Securities and Futures Commission and has won several awards, including Outstanding Salesperson, Outstanding Financial Planner and Young Insurance Professional of the Year.

Leung Yu Ying 拥有 12 年金融服务从业资历，目前任职于 AIA International Ltd。她荣获 2024 年度大湾区业绩员公开赛前 10 名的殊荣，并曾勇夺 2022 年度香港杰出客户服务个人奖项 - 最佳现场服务奖第二名。她还攻读完成香港城市大学创意媒体学院的 2023 年正念教学者培训计划。

Tai Wing Keung 在 FWD Life Insurance Co. (Bermuda) Ltd 担任区域总监一职，拥有经济学和金融学的学士学历。从事金融行业超十载的他，也是香港证券及期货事务监察委员会的持牌代表，生涯中曾荣获无数奖项，其中包括杰出销售员大奖、杰出财富策划师大奖，以及年度杰出青年保险从业员大奖。

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Introverts and extroverts become well-rounded MDRT

内向者和外向者都能成为全方位的百万圆桌会员

Leung Yu Ying, Tai Wing Keung
会议类型：
焦点会议
演讲语言：
粤语
会议日期：
2025 年 8 月 26 日（星期二）
开始时间：
15:00
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演讲语言:
粤语
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内容分类:
全人理念

How can different personality types embrace the MDRT Whole Person concept? Two MDRT members share how they have benefited from this balanced approach and how that has helped drive business consistency and MDRT qualification.

不同人格类型如何奉行百万圆桌全人理念？两名百万圆桌会员将分享他们如何受惠于这种均衡法则，以及全人理念如何协助他们实现业务一致性并入围百万圆桌。

Gregory B. Gagne, ChFC, Thian Lung Jong, John F. Nichols, MSM, CLU, Cheng Huann Yeoh, ChFC, CLU

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入会总年份：
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Gregory B. Gagne, ChFC, is the 2025 Immediate Past President of MDRT. 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.

Thian Lung Jong founded the nonprofit organization "Bring It On!" in 2019 and continues to actively give back to the community. He is the author and co-author of three books and has spoken at more than 80 events worldwide. He is on the MDRT Foundation Board of Trustees and served as Global Council Member of the 2024 MDRT Annual Meeting Program General Arrangements Division.

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.

Cheng Huann Yeoh, ChFC, CLU, is a senior director with Great Eastern Life. He has been in the financial services profession since 2010 and in leadership since 2015. With more than 10 years of experience as a practitioner and trainer, Yeoh specializes in training, performance management and leadership development.

Gregory B. Gagne, ChFC 将成为 2025 年度百万圆桌前任会长。自 2021 年起，Gagne 曾在百万圆桌执行委员会担任多个岗位。他是 2020 年顶尖会员全球理事会成员兼顾问委员会主席，也是 2019 年日程起草部门的全球理事会成员。他还曾加入百万圆桌基金会的受托人董事会，也是百万圆桌基金会的神剑骑士兼核心集团成员。Gagne 是 Affinity Investment Group LLC 的创始人，该公司提供财富管理和分配规划服务。

Thian Lung Jong 于 2019 年创立了非营利组织 Bring It On!，并一直积极回馈社会。他是三本书的作者及合著者，曾在全球 80 多场活动中担任演讲嘉宾。他现任百万圆桌基金会的受托人董事会，并曾担任 2024 年百万圆桌年会项目统筹委员会分会的全球理事会成员。

John F. Nichols，MSM、CLU 将出任 2025 年度百万圆桌第一副会长。他拥有 25 年百万圆桌会龄，20 次获得内阁会员资格，18 次获得顶尖会员资格。Nichols 曾在 2020 年担任百万圆桌会员分会的全球理事会成员，也是 2019 年章程和道德委员会的主席。2022 年，他成为了百万圆桌基金会会长兼“皇家勋章神剑骑士”，也是核心集团的成员。Nichols 是 Nichols Consulting LLC 的创始人；该公司是全国认可的伤残保险福利企业。

Cheng Huann Yeoh，ChFC、CLU 现任 Great Eastern Life 高级总监。他自 2010 年起投身金融服务行业，2015 年起担任领导职务。凭借超过 10 年的实践和培训经验，Yeoh 擅长培训、绩效管理和领导力发展领域。

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How the MDRT Family of Brands can be a resource in each phase of your professional journey

百万圆桌系列品牌如何成为职业路上每个阶段的资源

Gregory B. Gagne, ChFC, Thian Lung Jong, John F. Nichols, MSM, CLU, Cheng Huann Yeoh, ChFC, CLU
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2025 年 8 月 26 日（星期二）
开始时间：
16:30
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演讲语言:
英语
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内容分类:
全人理念

In case you missed it, the MDRT family has grown: The MDRT Academy and the MDRT Center for Field Leadership can help you and other advisors learn and grow at every career stage. Learn more about how the MDRT Academy helps advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders.

为免您错过了，这里给大家重温一下：百万圆桌大家庭已然壮大MDRT Academy 和 MDRT Center for Field Leadership 能帮助您和其他顾问，在职业生涯的每个阶段都能学习与成长。深入了解 MDRT Academy 如何帮助顾问提升至百万圆桌业绩水平，而 MDRT Center 又是如何专注为前线和在家办公室领袖提供资源。

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