Jan 23 2023
The best advice I ever got (and what I did with it)
By Gregory B. Gagne, ChFC, John F. Nichols, MSM, CLU, Julianne Hertel, CLU, CLTC
Topics Covered
Jan 23 2023
By Gregory B. Gagne, ChFC, John F. Nichols, MSM, CLU, Julianne Hertel, CLU, CLTC
Topics Covered
Featured in this video
MDRT First Vice President
Gregory B. Gagne, ChFC, is the 2023 First Vice President of MDRT. He is a 23-year MDRT member with four Court of the Table and 14 Top of the Table qualifications. He is also an Excalibur Knight of the MDRT Foundation, a member of its Inner Circle Society and has served on its Board of Trustees. Gagne is the founder of Affinity Investment Group LLC, which provides wealth management and distribution planning services. His extensive MDRT volunteerism has included Top of the Table Global Council Member and Advisory Board Chair and the 2020 Program Development Global Council Member, responsible for the Program General Arrangements (PGA) and Program Development Committee (PDC) for the 2020 Annual Meeting and 2020 Global Conference. He has spoken at 12 MDRT meetings. In addition to his MDRT leadership, Gagne is a past president of NAIFA–New Hampshire and was awarded the NAIFA–New Hampshire Distinguished Financial Advisor Award in 2008.
MDRT Secretary
John F. Nichols, MSM, CLU, is the 2023 Secretary of MDRT. He is a 22-year MDRT member with two Court of the Table and 15 Top of the Table qualifications. He is also an Excalibur Knight and Legion of Honor member of the MDRT Foundation, a member of the Inner Circle Society and is a Past President of the MDRT Foundation. Nichols is president of Disability Resource Group, a national insurance agency that he founded in 1999. Additionally, he is a partner with Acrisure, a global fintech services provider. Nichols has spoken at the MDRT Annual Meeting five times and the Top of the Table Annual Meeting and MDRT Experience once. He has also spoken at more than 500 programs and events throughout the United States.
Julianne Hertel, CLU, CLTC, is the founder and principal of Dream Big Wealth Strategies LLC in Worcester, Massachusetts, USA. Since she began her career in financial services in 2007, Hertel has sought to establish a compassionate and inclusive environment for her clients. An active MDRT member and MDRT Foundation advocate, she is passionate about engaging with organizations that uplift women and those within marginalized populations.