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所列的傳譯語言場次分配俱為暫定。  2023 年全球會議的官方語言是英文。百萬圓桌將為主場會議演講和特定焦點會議提供同聲傳譯服務（當至少 50 名註冊會員要求用同一種語言進行傳譯時）。有關傳譯場次選項的最終決定將於 7 月 11 日後公佈。

John F. Nichols, MSM, CLU

Naples
,
FL
,
United States
入會總年份：
25
內閣會員榮譽：
20
頂尖會員榮譽：
18

John F. Nichols，MSM、CLU 將出任 2025 年度百萬圓桌第一副會長。他擁有 25 年百萬圓桌會齡，20 次獲得內閣會員資格，18 次獲得頂尖會員資格。Nichols 曾在 2020 年擔任百萬圓桌會員分會的全球理事會成員，也是 2019 年章程和道德委員會的主席。2022 年，他成為了百萬圓桌基金會會長兼皇家勳章神劍騎士，也是核心集團的成員。Nichols 是 Nichols Consulting LLC 的創辦人；該公司為全國認可的傷殘保險福利企業。

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.

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新任會長致辭

Incoming Presidential Address

John F. Nichols, MSM, CLU
會議類型：
主場會議
演講語言：
英文
會議日期：
開始時間：
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Nichols
演講語言：
英文
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認識 2026 年度百萬圓桌會長 John F. Nichols，MSM、CLU

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

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Simon D. Lister, DipPFS

Norfolk
,
,
United Kingdom
入會總年份：
18
內閣會員榮譽：
18
頂尖會員榮譽：
15

Simon D. Lister，Dip PFS 是 2025 年百萬圓桌獲提名人。2021 年，他曾擔任頂尖會員分會全球理事會成員及顧問委員會主席，目前則擔任年會會議籌備部門的全球理事會成員。他亦曾擔任會員交流委員會分會區域主席。他也是百萬圓桌基金會的「白金騎士」和核心集團的成員。Lister 是一名獨立理財規劃師兼 ML Financial Associates 的董事總經理，擅長退休規劃工作。

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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獲提名人任命致辭

Nominee Acceptance Speech

Simon D. Lister, DipPFS
會議類型：
主場會議
演講語言：
英文
會議日期：
開始時間：
This is some text inside of a div block.
Lister
演講語言：
英文
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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
入會總年份：
27
內閣會員榮譽：
27
頂尖會員榮譽：
27

根據業績、資格和合規標準來判斷，Alessandro M. Forte，CFP、FCII 是世上最頂尖的理財顧問之一。他曾在 92 個國家/地區發表演講，是國際暢銷書《敢於與眾不同》(Dare to be Different)（曾以八種語言出版）的作者，並曾幫助多間慈善機構籌得逾 2,400 萬美元的善款。他也是現任百萬圓桌基金會會長。 

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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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百萬圓桌基金會

MDRT Foundation

Alessandro M. Forte, CFP, FCII
會議類型：
主場會議
演講語言：
英文
會議日期：
開始時間：
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Forte
演講語言：
英文
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百萬圓桌基金會會長 Forte 將進行分享，介紹基金會如何透過支持百萬圓桌會員所關心的慈善機構和議題，在世界各地發揮影響力。瞭解您如何成為志願者和捐款助人，以及為您心懷的組織申請資助金。

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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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Carol Kheng, CHFC

Singapore
,
,
Singapore
入會總年份：
27
內閣會員榮譽：
5
頂尖會員榮譽：
4

Carol Kheng，ChFC 是 2025 年度百萬圓桌會長。自 2022 年起，Kheng 曾在百萬圓桌執行委員會擔任多個崗位。她曾在 2019 年任職全球會議項目統籌委員會分副會長，並曾於 2009 年任職百萬圓桌會員資源經營管理分會的分副會長。Kheng 亦曾加入百萬圓桌基金會的受託人董事會，也是百萬圓桌基金會的鑽石騎士。Kheng 是新加坡 Prudential Assurance Company 的資深理財顧問，也是該公司百萬圓桌俱樂部的創會成員兼主席。

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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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會長致辭

Presidential Address

Carol Kheng, CHFC
會議類型：
主場會議
演講語言：
英文
會議日期：
開始時間：
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Kheng
演講語言：
英文
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Carol Kheng，ChFC 發表 2025 年度會長致辭。

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Carol Kheng, ChFC, makes her 2025 Presidential Address.

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

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,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Ian Green，Dip PFS 曾任 2021 年百萬圓桌會長，以及 2017 年頂尖會員全球理事會成員兼顧問委員會主席。他經營著一間家族式理財規劃公司，作為全人理念的倡導者，他將自身成功歸功於在百萬圓桌的所學。

Randy L. Scritchfield，CFP、LUTCF 是 2022  年度百萬圓桌會長。他亦是百萬圓桌基金會的「神劍騎士」、核心集團成員，並曾任職於受託人董事會。Scritchfield 是退休規劃公司 Montgomery  Financial Group 的創辦人兼總裁。他豐富的百萬圓桌志願者經歷包括 6 次服務於百萬圓桌理事會，以及 9  次擔任委員會主席。在其擔任過的領導職位中，Scritchfield  擔任過頂尖會員分副會長和顧問委員會主席，以及年會會議籌備委員會分副會長。Scritchfield  還在百萬圓桌年會和頂尖會員年會上多次發表演講，並且代表百萬圓桌多次在海外發表演講。

Peggy Tsai，RFP、CCFP，曾任 2023 年度百萬圓桌會長，如今是百萬圓桌基金會的「鑽石騎士」兼核心集團成員。Tsai 是 Shin Kong Life Insurance Co. 的顧問，她連續七年因在公司銷售業績排名中位列第一而受到嘉獎。Tsai 在百萬圓桌擔任過多個志願者領導職位，包括：會員交流委員會 (MCC) 第二分會的分副會長、MCC 分區主席以及 MCC 分會主席。此外，Tsai 還自願為百萬圓桌會議的多個方面提供服務，並曾在百萬圓桌年會上演講。除了在百萬圓桌的工作與付出，Tsai 還與許多金融專業人士溝通交流，並且在她所在地區促成了行業刊物的出版。

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.

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Ian Green DipPFS, Randy L. Scritchfield CFP, LUTCF, Peggy Tsai RFP, CCFP
會議類型：
主場會議
演講語言：
英文
會議日期：
開始時間：
This is some text inside of a div block.
演講語言：
英文
普通話
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Andrew Ang, ChFC, CIAM, Japheth Chong, Joie Lim, ChFC, AEP, Subhas Nathan

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

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
會議類型：
全球服務
演講語言：
英文
會議日期：
2025 年 8 月 26 日（星期二）
開始時間：
1:30 pm
This is some text inside of a div block.
Ang, Chong, Lim, Nathan
演講語言：
英文
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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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,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

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
會議類型：
全球服務
演講語言：
英文
會議日期：
2025 年 8 月 25 日（星期一）
開始時間：
1:30 pm
This is some text inside of a div block.
Lim, Wu, Yam, Yeoh
演講語言：
英文
No items found.

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
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Chan Ching Laam Natalie 是一名財富管理主管，擁有八年金融服務從業經驗。她曾在 2017 年榮獲中國香港「傑出財務策劃師銀獎」，並多次勇奪香港品質保證局「優質顧問大獎」，以及國際龍獎的金銀銅獎殊榮。2018 年至 2021 年期間，她亦曾出任中國香港和澳門地區的百萬圓桌會員交流委員會主席。

Chiu Sze Yuet Jessie 是一名財富管理行政主管兼認證人壽風險策劃師。她持有人力資源管理碩士學位，並擁有八年金融服務從業年資。她曾榮獲第 53 屆「傑出銷售專業大獎」、2020 年香港「傑出青年保險專才」殊榮、「優質顧問大獎」和「最佳招募大獎」等獎項。

Hong Chun Po Bo Bo 是 FWD Life Insurance Co. Ltd. 的銷售經理兼團隊領袖，專長是所有保障類保險產品。她在金融服務業擁有 21 年的豐富經驗，一直效力於同一間公司。

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.

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小組討論：保險的繼承與創新

Panel discussion: Inheritance and innovation in insurance

Chan Ching Laam Natalie, Chiu Sze Yuet Jessie, Hong Chun Po Bo Bo
會議類型：
焦點會議
演講語言：
普通話
會議日期：
2025 年 8 月 25 日（星期一）
開始時間：
3:00 pm
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演講語言：
普通話
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想知資深和新晉的保險專業人士，分別如何提升客戶服務標準？三名百萬圓桌會員將提供策略，助您將傳統價值觀與頂尖科技圓融相容，並會分享培養高淨值客戶關係的精密對策。

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.

Leung Yu Ying, Tai Wing Keung

Hong Kong
,
Hong Kong
,
China
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Leung Yu Ying 擁有 12 年金融服務從業資歷，目前任職於 AIA International Ltd。她榮獲 2024 年度大灣區業績員公開賽前 10 名的殊榮，並曾勇奪 2022 年度香港傑出客戶服務個人獎項 - 最佳現場服務獎第二名。她亦攻讀完成香港城市大學創意媒體學院的 2023 年正念教學者培訓計劃。

Tai Wing Keung 在 FWD Life Insurance Co. (Bermuda) Ltd 擔任區域總監一職，擁有經濟學和金融學的學士學歷。從事金融行業逾十載的他，也是香港證券及期貨事務監察委員會的持牌代表，生涯中曾榮獲無數獎項，其中包括傑出銷售員大獎、傑出財富策劃師大獎，以及年度傑出青年保險從業員大獎。

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.

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內向者和外向者都能成為全方位的百萬圓桌會員

Introverts and extroverts become well-rounded MDRT

Leung Yu Ying, Tai Wing Keung
會議類型：
焦點會議
演講語言：
廣東話
會議日期：
2025 年 8 月 26 日（星期二）
開始時間：
3:00 pm
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演講語言：
廣東話
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不同人格類型如何奉行百萬圓桌全人理念？兩名百萬圓桌會員將分享他們如何受惠於這種均衡法則，以及全人理念如何協助他們實現業務一致性並入圍百萬圓桌。

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.

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

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入會總年份：
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頂尖會員榮譽：

Gregory B. Gagne, ChFC 將成為 2025 年度百萬圓桌前任會長。自 2021 年起，Gagne 曾在百萬圓桌執行委員會擔任多個崗位。他是 2020 年頂尖會員全球理事會成員兼顧問委員會主席，也是 2019 年會議籌備部門的全球理事會成員。他亦曾加入百萬圓桌基金會的受託人董事會，也是百萬圓桌基金會的神劍騎士兼核心集團成員。Gagne 是 Affinity Investment Group LLC 的創辦人，該公司提供財富管理和分配規劃服務。

Thian Lung Jong 在 2019 年成立非牟利組織「Bring It On!」，並持續積極回饋社會。他是三本書的作者或合著者，並曾在全球超過 80 場活動上發表演講。他是百萬圓桌基金會的受託人董事會成員，並擔任了 2024 年百萬圓桌年會項目統籌委員會分會的全球理事會成員。

John F. Nichols，MSM、CLU 將出任 2025 年度百萬圓桌第一副會長。他擁有 25 年百萬圓桌會齡，20 次獲得內閣會員資格，18 次獲得頂尖會員資格。Nichols 曾在 2020 年擔任百萬圓桌會員分會的全球理事會成員，也是 2019 年章程和道德委員會的主席。2022 年，他成為了百萬圓桌基金會會長兼皇家勳章神劍騎士，也是核心集團的成員。Nichols 是 Nichols Consulting LLC 的創辦人；該公司為全國認可的傷殘保險福利企業。

Cheng Huann Yeoh，ChFC、CLU 是 Great Eastern Life 的資深主管。他於 2010 年投身金融服務業，並在 2015 年開始出任領袖職位。憑藉逾 10 載的從業員和培訓師經驗，Yeoh 特別擅長培訓、績效管理和領導力發展等範疇。

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.

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百萬圓桌系列品牌如何成為職業路上每個階段的資源

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

Gregory B. Gagne, ChFC, Thian Lung Jong, John F. Nichols, MSM, CLU, Cheng Huann Yeoh, ChFC, CLU
會議類型：
焦點會議
演講語言：
英文
會議日期：
2025 年 8 月 26 日（星期二）
開始時間：
4:30 pm
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演講語言：
英文
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為免您錯過了，這裡給大家重溫一下：百萬圓桌大家庭已然壯大MDRT Academy 和 MDRT Center for Field Leadership 能協助您和其他顧問，在職業生涯的每個階段都能學習與成長。深入瞭解 MDRT Academy 如何協助顧問提升至百萬圓桌業績水平，而 MDRT Center 又是如何專注為前線和在家辦公室領袖提供資源。

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.

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